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MUOIX - MORGAN STANLEY INSTITUTIONAL FUND INC - US Core Portfolio Class I
|
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|
FDEGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies Fund
|
|
|
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|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
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|
Callan Capital, LLC
|
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ABLD - TrimTabs ETF Trust - Donoghue Forlines Yield Enhanced Real Asset ETF
|
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|
MPLAX - PRAXIS MUTUAL FUNDS - Praxis International Index Fund Class A
|
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|
Ransom Advisory, Ltd
|
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Zions Bancorporation, National Association /ut/
|
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FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
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|
Principia Wealth Advisory, LLC
|
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|
Ballentine Partners, LLC
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Massachusetts Financial Services Co /ma/
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Great West Life Assurance Co /can/
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Creative Planning
|
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KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
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Wolverine Asset Management Llc
|
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CGAEX - CALVERT IMPACT FUND INC - Calvert Global Energy Solutions Fund Class A
|
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Barclays Plc
|
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Pinnacle Associates Ltd
|
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Wellspring Financial Advisors, LLC
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GROYX - Victory Portfolios IV - Victory Pioneer Select Mid Cap Growth Fund Class Y
|
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Marshall Wace, Llp
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HCINX - HC CAPITAL TRUST - The Institutional International Equity Portfolio HC Strategic Shares
|
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PACIFIC SELECT FUND - International Growth Portfolio Class P
|
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Hillman Co
|
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Bank of New York Mellon Corp
|
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Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
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M&G Plc
|
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Wealth Preservation Advisors, LLC
|
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FNKLX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Value Discovery Fund
|
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PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Diversified International Account Class 1
|
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Rakuten Investment Management, Inc.
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Headlands Technologies LLC
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Applied Capital LLC/FL
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Hughes Financial Services, LLC
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DnB Asset Management AS
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Mirabella Financial Services Llp
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BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
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Distillate Capital Partners LLC
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Select Equity Group, L.P.
|
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Advanced Portfolio Management, LLC
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SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
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Fiduciary Trust Co
|
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HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
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MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
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NXTI - Simplify Exchange Traded Funds - Simplify Next Intangible Core Index ETF
|
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DIEFX - Brinker Capital Destinations Trust - Destinations International Equity Fund Class I
|
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USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF
|
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HCIEX - HC CAPITAL TRUST - The International Equity Portfolio HC Strategic Shares
|
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LAMAX - LORD ABBETT RESEARCH FUND INC - Lord Abbett Calibrated Dividend Growth Fund Class A
|
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VMIAX - VANGUARD WORLD FUND - Vanguard Materials Index Fund Admiral Shares
|
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Compagnie Lombard Odier SCmA
|
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SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3
|
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VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
|
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MFSV - MFS Active Exchange Traded Funds Trust - MFS Active Value ETF
|
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Creative Financial Designs Inc /adv
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Point72 Asset Management, L.P.
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FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class
|
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Capital A Wealth Management, LLC
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Vanguard Group Inc
|
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GPS Wealth Strategies Group, LLC
|
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GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
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Riverbend Wealth Management, LLC
|
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IYJ - iSHARES TRUST - iShares U.S. Industrials ETF
|
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Huntington National Bank
|
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CVSE - Morgan Stanley ETF Trust - Calvert US Select Equity ETF
|
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VLLU - Harbor ETF Trust - Harbor AlphaEdge Large Cap Value ETF
|
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Handelsbanken Fonder AB
|
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Colony Group, LLC
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PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
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AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Main Street All Cap Fund Class R6
|
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Nisa Investment Advisors, Llc
|
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iA Global Asset Management Inc.
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Aviso Financial Inc.
|
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O'shaughnessy Asset Management, Llc
|
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PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares
|
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FCPAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor International Capital Appreciation Fund Class A
|
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JNL SERIES TRUST - JNL/Mellon Equity Income Fund (A)
|
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BVOIX - Perpetual Americas Funds Trust - Barrow Hanley US Value Opportunities Fund Institutional Shares
|
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YCGEX - YCG Funds - YCG Enhanced Fund Class R Shares
|
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CHUSX - Alger Global Focus Fund - Alger Global Focus Fund Class A
|
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Captrust Financial Advisors
|
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Krilogy Financial LLC
|
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Evernest Financial Advisors, LLC
|
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Mml Investors Services, Llc
|
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BPAIX - RBB FUND, INC. - Boston Partners All-Cap Value Fund INSTITUTIONAL
|
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VHGEX - VANGUARD HORIZON FUNDS - Vanguard Global Equity Fund Investor Shares
|
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Grantham, Mayo, Van Otterloo & Co. LLC
|
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Shepherd Financial Partners LLC
|
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GEND - Spinnaker ETF Series - Genter Capital Dividend Income ETF
|
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|
Qrg Capital Management, Inc.
|
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Bessemer Group Inc
|
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TEMWX - TEMPLETON FUNDS - Templeton World Fund Class A
|
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|
Steward Partners Investment Advisory, Llc
|
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|
Topsail Wealth Management, LLC
|
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|
|
Td Private Client Wealth Llc
|
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|
|
|
LORD ABBETT SERIES FUND INC - Calibrated Dividend Growth Portfolio Class VC
|
|
|
|
|
|
Syon Capital Llc
|
|
|
|
|
|
FGEAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Global Capital Appreciation Fund Class A
|
|
|
|
|
|
Fisher Funds Management LTD
|
|
|
|
|
|
Vestmark Advisory Solutions, Inc.
|
|
|
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|
|
Beach Investment Counsel Inc/pa
|
|
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|
|
|
Cranbrook Wealth Management, LLC
|
|
|
|
|
|
King Luther Capital Management Corp
|
|
|
|
|
|
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF
|
|
|
|
|
|
Korea Investment CORP
|
|
|
|
|
|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
|
|
|
|
|
FNDMX - FIDELITY INVESTMENT TRUST - Fidelity Series Sustainable Non-U.S. Developed Markets Fund
|
|
|
|
|
|
Recurrent Investment Advisors LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Putnam International Growth and Income Portfolio Class 1
|
|
|
|
|
|
Jefferies Financial Group Inc.
|
|
|
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y
|
|
|
|
|
|
London Co Of Virginia
|
|
|
|
|
|
Burney Co/
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
Transcend Wealth Collective, Llc
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
Capital International Sarl
|
|
|
|
|
|
Hill City Capital, LP
|
|
|
|
|
|
AADEX - AMERICAN BEACON FUNDS - American Beacon Large Cap Value Fund Institutional Class
|
|
|
|
|
|
Landscape Capital Management, L.l.c.
|
|
|
|
|
|
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
|
|
|
|
|
|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
|
|
|
|
SSIFX - SATURNA INVESTMENT TRUST - Sextant International Fund Investor Shares
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
|
|
|
|
|
|
LCFLX - LORD ABBETT SECURITIES TRUST - Lord Abbett Focused Large Cap Value Fund Class C
|
|
|
|
|
|
UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund
|
|
|
|
|
|
FIGSX - FIDELITY INVESTMENT TRUST - Fidelity Series International Growth Fund
|
|
|
|
|
|
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
|
|
|
|
|
Acadian Asset Management Llc
|
|
|
|
|
|
QCELX - AQR Funds - AQR Large Cap Multi-Style Fund Class I
|
|
|
|
|
|
LSEQ - Harbor ETF Trust - Harbor Long-Short Equity ETF
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
Eaton Vance Tax-managed Global Buy-write Opportunities Fund
|
|
|
|
|
|
Capital Fund Management S.a.
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - Templeton NVIT International Value Fund Class I
|
|
|
|
|
|
Jupiter Asset Management Ltd
|
|
|
|
|
|
One Wealth Advisors, LLC
|
|
|
|
|
|
Groupama Asset Managment
|
|
|
|
|
|
Fulton Bank, N.a.
|
|
|
|
|
|
GTLOX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Core Equity Portfolio - Advisor Shares
|
|
|
|
|
|
Camden National Bank
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
LORD ABBETT SERIES FUND INC - Mid Cap Stock Portfolio Class VC
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
Martin Currie Ltd
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
Prudential Plc
|
|
|
|
|
|
Tema ETF Trust - Tema American Reshoring ETF
|
|
|
|
|
|
Tema Etfs Llc
|
|
|
|
|
|
Park West Asset Management LLC
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
|
|
|
|
|
|
Essex Financial Services, Inc.
|
|
|
|
|
|
Binnacle Investments Inc
|
|
|
|
|
|
FDIVX - FIDELITY INVESTMENT TRUST - Fidelity Diversified International Fund
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
Fox Run Management, L.l.c.
|
|
|
|
|
|
Caisse Des Depots Et Consignations
|
|
|
|
|
|
Payden & Rygel
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
Nebula Research & Development LLC
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
|
|
|
|
|
MBOVX - M FUND INC - M Large Cap Value Fund
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
Daiwa Securities Group Inc.
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
Ing Groep Nv
|
|
|
|
|
|
Laurion Capital Management LP
|
|
|
|
|
|
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF
|
|
|
|
|
|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
|
|
|
|
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2
|
|
|
|
|
|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
|
|
|
|
|
Ninety One SA (PTY) Ltd
|
|
|
|
|
|
PNGAX - PUTNAM FUNDS TRUST - Putnam International Value Fund Class Y shares
|
|
|
|
|
|
Capital World Investors
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
LDFVX - LORD ABBETT SECURITIES TRUST - Lord Abbett Fundamental Equity Fund Class A
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
Dnca Finance
|
|
|
|
|
|
FUSIX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity International Fund
|
|
|
|
|
|
VMVIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Value Index Fund Investor Shares
|
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
|
|
|
Jump Financial, LLC
|
|
|
|
|
|
BUFDX - BUFFALO FUNDS - Buffalo Dividend Focus Fund Investor Class
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
FCEUX - FRANKLIN FUND ALLOCATOR SERIES - Franklin U.S. Core Equity (IU) Fund Advisor
|
|
|
|
|
|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Event Driven Equity Fund Investor A
|
|
|
|
|
|
Cantor Fitzgerald, L. P.
|
|
|
|
|
|
Howard Bailey Securities, Llc
|
|
|
|
|
|
Hi-Line Capital Management, LLC
|
|
|
|
|
|
Coyle Financial Counsel LLC
|
|
|
|
|
|
BGATX - BAILLIE GIFFORD FUNDS - Baillie Gifford Global Alpha Equities Fund Class 2
|
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
BPGIX - RBB FUND, INC. - Boston Partners Global Equity Fund Institutional Class
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
BBHLX - BBH Trust - BBH Partner Fund - International Equity Class I Shares
|
|
|
|
|
|
MDDAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Diversified Value Fund Class A
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
Dfa Investment Trust Co - The U.s. Large Cap Value Series
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
Scotia Capital Inc.
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio
|
|
|
|
|
|
BFOR - ALPS ETF Trust - Barron's 400 ETF
|
|
|
|
|
|
LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
IAUTX - AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - INVESCO Dividend Income Fund Class A
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
DEEF - DBX ETF TRUST - Xtrackers FTSE Developed ex US Comprehensive Factor ETF
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
IGE - iSHARES TRUST - iShares North American Natural Resources ETF
|
|
|
|
|
|
DBOAX - BNY Mellon Investment Funds VI - BNY Mellon Balanced Opportunity Fund Class A
|
|
|
|
|
|
TPMN - Timothy Plan - Timothy Plan Market Neutral Etf
|
|
|
|
|
|
FSMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value Fund
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
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DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
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FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund
|
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Orion Capital Management LLC
|
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California State Teachers Retirement System
|
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III Capital Management
|
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Lansdowne Partners (uk) Llp
|
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NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
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EADIX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Tax-Managed Global Dividend Income Fund Class A
|
|
|
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|
Advisors Asset Management, Inc.
|
|
|
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PUTNAM VARIABLE TRUST - Putnam VT Equity Income Fund Class IA Shares
|
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|
Evermay Wealth Management Llc
|
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|
MetLife Investment Management, LLC
|
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|
Oppenheimer Asset Management Inc.
|
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Us Bancorp \de\
|
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SHP ETF Trust - FIS Knights of Columbus Global Belief ETF
|
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|
Egerton Capital (UK) LLP
|
|
|
|
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|
IMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco International Developed Dynamic Multifactor ETF
|
|
|
|
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|
CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF
|
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IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF
|
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Twin Lakes Capital Management, LLC
|
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QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
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ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio
|
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Susquehanna Fundamental Investments, Llc
|
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Manufacturers Life Insurance Company, The
|
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FEAC - FIDELITY COVINGTON TRUST - Fidelity Enhanced U.S. All-Cap Equity ETF
|
|
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Buckley Wealth Management, LLC
|
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VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
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IMAYX - IVY FUNDS - Ivy Apollo Multi-Asset Income Fund Class Y
|
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|
State of Tennessee, Treasury Department
|
|
|
|
|
|
MLMIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Core Portfolio Class I
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
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HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
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Brinker Capital Investments, LLC
|
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SCORX - SATURNA INVESTMENT TRUST - Sextant Core Fund
|
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Police & Firemen's Retirement System of New Jersey
|
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Atom Investors LP
|
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SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
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|
Blackstone Group Inc
|
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Painted Porch Advisors LLC
|
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Qsemble Capital Management, LP
|
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FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF
|
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Brandes Investment Partners, Lp
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Tcw Group Inc
|
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JAJGX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Global Trust NAV
|
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PKB - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Building & Construction ETF
|
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USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
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LCAP - Principal Exchange-Traded Funds - Principal Capital Appreciation Select ETF
|
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BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
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Fmr Llc
|
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QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
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VNUAX - Advisors' Inner Circle Fund II - Vontobel U.S. Equity Fund A Shares
|
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Mediolanum International Funds Ltd
|
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Walleye Trading LLC
|
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Mv Capital Management, Inc.
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Transatlantique Private Wealth Llc
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SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I
|
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Barrow Hanley Mewhinney & Strauss Llc
|
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MRJIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Real Assets Portfolio Class I
|
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|
NEW YORK LIFE INVESTMENTS VP FUNDS TRUST - NYLI VP MFS Research Portfolio Service Class
|
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Barometer Capital Management Inc.
|
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|
Marshall & Sterling Wealth Advisors Inc.
|
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L1 Capital International Pty Ltd
|
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LAVLX - LORD ABBETT MID CAP STOCK FUND INC - LORD ABBETT MID CAP STOCK FUND INC Class A
|
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FSLVX - FIDELITY DEVONSHIRE TRUST - Fidelity Stock Selector Large Cap Value Fund
|
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|
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N
|
|
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Lineweaver Wealth Advisors, LLC
|
|
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|
TRMNX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Mid-Cap Index Fund
|
|
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IESGX - SIT MUTUAL FUNDS INC - Sit ESG Growth Fund - Class I
|
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FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
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|
Kestra Investment Management, LLC
|
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|
MNHCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Maximum Term Series Class L
|
|
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|
FVDFX - FIDELITY PURITAN TRUST - Fidelity Value Discovery Fund
|
|
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|
TEPLX - TEMPLETON GROWTH FUND INC - Templeton Growth Fund, Inc. Class A
|
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|
GTTMX - GLENMEDE FUND INC - Quantitative U.S. Total Market Equity Portfolio
|
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|
Forsta Ap-fonden
|
|
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Maseco Llp
|
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NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
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|
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A
|
|
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|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
BGITX - BAILLIE GIFFORD FUNDS - Baillie Gifford International Alpha Fund Class 2
|
|
|
|
|
|
QVO2Q - VARIABLE INSURANCE PRODUCTS FUND - Overseas Portfolio Initial Class
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
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|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
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|
Fred Alger Management, Llc
|
|
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|
|
|
EQ ADVISORS TRUST - EQ/International Core Managed Volatility Portfolio Class IB
|
|
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|
|
|
MFSG - MFS Active Exchange Traded Funds Trust - MFS Active Growth ETF
|
|
|
|
|
|
Alps Advisors Inc
|
|
|
|
|
|
GVIP - Goldman Sachs ETF Trust - Goldman Sachs Hedge Industry VIP ETF
|
|
|
|
|
|
Two Creeks Capital Management, LP
|
|
|
|
|
|
HFXI - IndexIQ ETF Trust - IQ 50 Percent Hedged FTSE International ETF
|
|
|
|
|
|
HWAY - Themes ETF Trust - Themes US Infrastructure ETF
|
|
|
|
|
|
FARYX - Northern Lights Fund Trust IV - Fulcrum Diversified Absolute Return Fund Super Institutional Class
|
|
|
|
|
|
Brucke Financial, Inc.
|
|
|
|
|
|
LICAX - LORD ABBETT SECURITIES TRUST - Lord Abbett International Equity Fund Class A
|
|
|
|
|
|
FQUAX - AMG Funds I - AMG FQ Long-Short Equity Fund Class N
|
|
|
|
|
|
AEDAX - AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - INVESCO European Growth Fund Class A
|
|
|
|
|
|
JAJJX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Value Trust NAV
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
Banque Cantonale Vaudoise
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
Lansforsakringar Fondforvaltning AB (publ)
|
|
|
|
|
|
FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF
|
|
|
|
|
|
Frank, Rimerman Advisors LLC
|
|
|
|
|
|
Dagco, Inc.
|
|
|
|
|
|
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund
|
|
|
|
|
|
IGNCX - IVY FUNDS - Delaware Ivy Natural Resources Fund Class C
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
Sagespring Wealth Partners, Llc
|
|
|
|
|
|
VGLSX - VALIC Co I - Global Strategy Fund
|
|
|
|
|
|
TLINX - TIAA-CREF LIFE FUNDS - International Equity Fund
|
|
|
|
|
|
JDVI - John Hancock Exchange-Traded Fund Trust - John Hancock Disciplined Value International Select ETF
|
|
|
|
|
|
Mirae Asset Securities (usa) Inc.
|
|
|
|
|
|
Y-Intercept (Hong Kong) Ltd
|
|
|
|
|
|
Legacy Investment Solutions, LLC
|
|
|
|
|
|
SWMIX - SCHWAB CAPITAL TRUST - Laudus International MarketMasters Fund Select Shares
|
|
|
|
|
|
Operose Advisors LLC
|
|
|
|
|
|
Rathbone Brothers plc
|
|
|
|
|
|
Transform Wealth, LLC
|
|
|
|
|
|
TIIEX - TIAA-CREF FUNDS - TIAA-CREF International Equity Fund Institutional Class
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
TCTC Holdings, LLC
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
Inceptionr Llc
|
|
|
|
|
|
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A
|
|
|
|
|
|
Findlay Park Partners LLP
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Diversified Research VIP Fund
|
|
|
|
|
|
PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund
|
|
|
|
|
|
VYGNX - Voya EQUITY TRUST - Voya Global Multi-Asset Fund Class R6
|
|
|
|
|
|
IWL - iSHARES TRUST - iShares Russell Top 200 ETF
|
|
|
|
|
|
SFNNX - SCHWAB CAPITAL TRUST - Schwab Fundamental International Large Company Index Fund Institutional Shares
|
|
|
|
|
|
Independence Financial Advisors, LLC
|
|
|
|
|
|
CSNR - Cohen & Steers ETF Trust - Cohen & Steers Natural Resources Active ETF
|
|
|
|
|
|
Congress Wealth Management LLC / DE /
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A
|
|
|
|
|
|
K.J. Harrison & Partners Inc
|
|
|
|
|
|
Polar Capital Holdings Plc
|
|
|
|
|
|
FSKGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies K6 Fund
|
|
|
|
|
|
Park Place Capital Corp
|
|
|
|
|
|
PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A
|
|
|
|
|
|
FSBDX - FIDELITY SECURITIES FUND - Fidelity Series Blue Chip Growth Fund
|
|
|
|
|
|
Cevian Capital II GP LTD
|
|
|
|
|
|
Renaissance Group Llc
|
|
|
|
|
|
MXEQX - GREAT-WEST FUNDS INC - Great-West Large Cap Value Fund Investor Class
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF
|
|
|
|
|
|
BOPIX - Sterling Capital Funds - Sterling Capital Special Opportunities Fund Institutional Class
|
|
|
|
|
|
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
|
|
|
|
|
Advanced Series Trust - Ast International Growth Portfolio
|
|
|
|
|
|
ICONIQ Capital, LLC
|
|
|
|
|
|
OAIEX - Optimum Fund Trust - Optimum International Fund Class A
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
Groupe des Assurances du Credit Mutuel
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
NBSSX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Focus Fund Investor Class
|
|
|
|
|
|
ExodusPoint Capital Management, LP
|
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
Axa S.a.
|
|
|
|
|
|
AlphaCore Capital LLC
|
|
|
|
|
|
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - American Century NVIT Multi Cap Value Fund Class I
|
|
|
|
|
|
Boothbay Fund Management, Llc
|
|
|
|
|
|
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class
|
|
|
|
|
|
FEOPX - FIDELITY INVESTMENT TRUST - Fidelity Enduring Opportunities Fund
|
|
|
|
|
|
Capital Group Investment Management Pte. Ltd.
|
|
|
|
|
|
Hunter Associates Investment Management Llc
|
|
|
|
|
|
CSVAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Global Dividend Opportunity Fund Class A
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Research Series Initial Class
|
|
|
|
|
|
DIEAX - BNY MELLON STOCK FUNDS - BNY Mellon International Core Equity Fund Class A
|
|
|
|
|
|
PFG Advisors
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
FPXE - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust IPOX Europe Equity Opportunities ETF
|
|
|
|
|
|
TGVOX - TCW FUNDS INC - TCW Relative Value Mid Cap Fund I Class
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
|
|
|
|
|
Dorsey & Whitney Trust CO LLC
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Core Equity Portfolio Initial Class
|
|
|
|
|
|
Innovator ETFs Trust - Innovator IBD Breakout Opportunities ETF
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
DMCVX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Opportunistic Midcap Value Fund Class A
|
|
|
|
|
|
Catalyst Funds Management Pty Ltd
|
|
|
|
|
|
Aperture Investors, LLC
|
|
|
|
|
|
Stansberry Asset Management, Llc
|
|
|
|
|
|
Fundamentun, Llc
|
|
|
|
|
|
MWEFX - MFS SERIES TRUST VI - MFS Global Equity Fund A
|
|
|
|
|
|
Old National Bancorp /in/
|
|
|
|
|
|
Capstone Investment Advisors, Llc
|
|
|
|
|
|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund
|
|
|
|
|
|
FSOSX - FIDELITY INVESTMENT TRUST - Fidelity Series Overseas Fund
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
Everence Capital Management Inc
|
|
|
|
|
|
FAVAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Value Fund Class A
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
Community Bank & Trust, Waco, Texas
|
|
|
|
|
|
Tocqueville Asset Management L.p.
|
|
|
|
|
|
Gradient Investments LLC
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
PGSYX - Victory Portfolios IV - Victory Pioneer Global Equity Fund Class Y
|
|
|
|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
|
|
|
|
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund
|
|
|
|
|
|
Financiere des Professionnels - Fonds d,investissement inc.
|
|
|
|
|
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
|
|
|
|
|
Blue Grotto Capital, LLC
|
|
|
|
|
|
Knights of Columbus Asset Advisors LLC
|
|
|
|
|
|
FFLV - FIDELITY COVINGTON TRUST - Fidelity Fundamental Large Cap Value ETF
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
RGLIX - RBC FUNDS TRUST - RBC Global Equity Leaders Fund Class I
|
|
|
|
|
|
Saturna Capital CORP
|
|
|
|
|
|
Baker Ellis Asset Management LLC
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
MGIAX - MFS SERIES TRUST X - MFS International Intrinsic Value Fund A
|
|
|
|
|
|
VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares
|
|
|
|
|
|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
Managed Account Series - BlackRock GA Dynamic Equity Fund Class K
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
Dynasty Wealth Management, Llc
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
FILFX - Fidelity Rutland Square Trust II - Strategic Advisers International Fund
|
|
|
|
|
|
TPIF - TIMOTHY PLAN - Timothy Plan International ETF
|
|
|
|
|
|
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Global Responsibility Equity Fund Class A
|
|
|
|
|
|
Motley Fool Wealth Management, LLC
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
GDIIX - Investment Managers Series Trust - RNC Genter Dividend Income Fund
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
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|
Frazier Financial Advisors, LLC
|
|
|
|
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|
FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund
|
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|
Victory Variable Insurance Funds II - Victory Pioneer Select Mid Cap Growth VCT Portfolio Class I
|
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|
Hudson Bay Capital Management LP
|
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|
Hodges Capital Management Inc.
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DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF
|
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|
Convergence Investment Partners, LLC
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|
Sigma Planning Corp
|
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Prescott Group Capital Management, L.l.c.
|
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Capital International Inc /ca/
|
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WVMIX - WILLIAM BLAIR FUNDS - William Blair Mid Cap Value Fund Class I
|
|
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|
Moser Wealth Advisors, LLC
|
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|
Shelton Capital Management
|
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GAIGX - Gamco International Growth Fund, Inc - Gamco International Growth Fund, Inc Class A
|
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|
European Equity Fund, Inc / Md
|
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CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
|
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|
APG Asset Management N.V.
|
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Montag A & Associates Inc
|
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MOKAN Wealth Management Inc.
|
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Kingswood Wealth Advisors, Llc
|
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DIDEX - DRIEHAUS MUTUAL FUNDS - Driehaus International Developed Equity Fund
|
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|
Pictet Asset Management Holding SA
|
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THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A
|
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MAI Capital Management
|
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QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1
|
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AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
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|
LPL Financial LLC
|
|
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|
EAISX - EATON VANCE MUTUAL FUNDS TRUST - Parametric International Equity Fund Investor Class
|
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Drummond Knight Asset Management Pty Ltd
|
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GIEYX - GuideStone Funds - INTERNATIONAL EQUITY FUND Institutional
|
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Lazard Asset Management Llc
|
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CVFCX - Pioneer Series Trust III - Pioneer Disciplined Value Fund : Class A
|
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SG Americas Securities, LLC
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Twin Tree Management, LP
|
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Moore Capital Management, Lp
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SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
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Verdence Capital Advisors LLC
|
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MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A
|
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|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
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|
Washburn Capital Management, Inc.
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California Public Employees Retirement System
|
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QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
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SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
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|
EBI - RBB Fund Trust - Longview Advantage ETF
|
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Goldman Sachs Group Inc
|
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Ensign Peak Advisors, Inc
|
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RLCAX - Columbia Funds Series Trust II - Columbia Disciplined Value Fund Class A
|
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Wetherby Asset Management Inc
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VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares
|
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|
Vestcor Inc
|
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|
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB
|
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FERRX - FIRST EAGLE FUNDS - First Eagle Global Real Assets Fund Class R6
|
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|
LKINX - LKCM Funds - LKCM INTERNATIONAL EQUITY FUND LKCM International Equity Fund
|
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|
Envestnet Portfolio Solutions, Inc.
|
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SUNAMERICA SERIES TRUST - SA Dogs of Wall Street Portfolio Class 1
|
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Narwhal Capital Management
|
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|
NORTHERN LIGHTS FUND TRUST II - Hodges Fund Retail Class
|
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|
William Blair Investment Management, Llc
|
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FDVAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Diversified International Fund Class A
|
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|
Man Group plc
|
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|
Munro Partners
|
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|
TPIAX - TIMOTHY PLAN - Timothy Plan International Fund Class A
|
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|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
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|
TVLAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Value Fund A
|
|
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|
MML SERIES INVESTMENT FUND - MML Fundamental Growth Fund Class II
|
|
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|
Morningstar Investment Management LLC
|
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|
Perpetual Ltd
|
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|
Sound View Wealth Advisors Group, LLC
|
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|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
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|
Jnl Series Trust - Jnl/blackrock Global Natural Resources Fund (a)
|
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|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1
|
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|
|
Hilltop Holdings Inc.
|
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|
Checchi Capital Advisers, LLC
|
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|
Baillie Gifford & Co
|
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|
Brant Point Investment Management Llc
|
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Alta Advisers Ltd
|
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BKDV - BNY Mellon ETF Trust II - BNY Mellon Dynamic Value ETF
|
|
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|
RIERX - RBC FUNDS TRUST - RBC International Equity Fund Class R6
|
|
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|
High Note Wealth, LLC
|
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|
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|
|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
|
|
|
|
|
Rhumbline Advisers
|
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|
RAPAX - Cohen & Steers Real Assets Fund, Inc. - Cohen & Steers Real Assets Fund, Inc. Class A
|
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|
UBS Group AG
|
|
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|
Amalgamated Bank
|
|
|
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|
Advanced Series Trust - Ast Advanced Strategies Portfolio
|
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|
|
Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K
|
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|
|
|
|
FFALX - Franklin Fund Allocator Series - Franklin Founding Funds Allocation Fund Class A
|
|
|
|
|
|
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
|
|
|
|
|
|
Graypoint LLC
|
|
|
|
|
|
Kathmere Capital Management, LLC
|
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|
Lord, Abbett & Co. Llc
|
|
|
|
|
|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB International Value Portfolio Class A
|
|
|
|
|
|
Bfsg, Llc
|
|
|
|
|
|
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
|
|
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|
|
Spire Wealth Management
|
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund
|
|
|
|
|
|
Suvretta Capital Management, Llc
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
VSGX - VANGUARD WORLD FUND - Vanguard ESG International Stock ETF ETF Shares
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
AADBX - AMERICAN BEACON FUNDS - American Beacon Balanced Fund Institutional Class
|
|
|
|
|
|
PARNASSUS FUNDS - Parnassus International Equity Fund Investor Shares
|
|
|
|
|
|
Global Assets Advisory, LLC
|
|
|
|
|
|
FSYMX - FIDELITY INVESTMENT TRUST - Fidelity Sustainable International Equity Fund Fidelity Advisor Sustainable International Equity Fund: Class M
|
|
|
|
|
|
NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF
|
|
|
|
|
|
Bridgewater Advisors Inc.
|
|
|
|
|
|
IDVO - Amplify ETF Trust - Amplify International Enhanced Dividend Income ETF
|
|
|
|
|
|
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
|
|
|
|
|
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Fidelity Institutional AM International Growth Portfolio Class 1
|
|
|
|
|
|
Schechter Investment Advisors, LLC
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
FUKOKU MUTUAL LIFE INSURANCE Co
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
Entropy Technologies, LP
|
|
|
|
|
|
BISVX - Brown Advisory Funds - Brown Advisory Sustainable Value Fund Investor Shares
|
|
|
|
|
|
Investment Management Corp of Ontario
|
|
|
|
|
|
Voss Capital, LLC
|
|
|
|
|
|
Edmond De Rothschild Holding S.a.
|
|
|
|
|
|
Nova Wealth Management, Inc.
|
|
|
|
|
|
AustralianSuper Pty Ltd
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
SCHF - SCHWAB STRATEGIC TRUST - Schwab International Equity ETF
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
FAIEX - PFM Multi-Manager Series Trust - PFM Multi-Manager International Equity Fund Institutional Class
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a)
|
|
|
|
|
|
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
|
|
|
|
Point72 Asia (Singapore) Pte. Ltd.
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
|
|
|
|
Gabelli Funds Llc
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
LAIAX - COLUMBIA ACORN TRUST - Columbia Acorn International Class A
|
|
|
|
|
|
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
|
|
|
|
|
Tyro Capital Management LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
PALCX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Allocation Fund Class C
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
PRPPX - PRINCIPAL FUNDS INC - International Fund I R-3
|
|
|
|
|
|
BlackRock Capital Allocation Trust
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
FHEQ - Fidelity Greenwood Street Trust - Fidelity Hedged Equity ETF
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
First Command Advisory Services, Inc.
|
|
|
|
|
|
FBGRX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth Fund
|
|
|
|
|
|
Cheviot Value Management, LLC
|
|
|
|
|
|
ASR Vermogensbeheer N.V.
|
|
|
|
|
|
Norges Bank
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
DSTL - ETF Series Solutions - Distillate U.S. Fundamental Stability & Value ETF
|
|
|
|
|
|
BRWIX - AMG Funds I - AMG Managers Brandywine Fund Class I
|
|
|
|
|
|
RISEX - DOMINI INVESTMENT TRUST - Domini International Opportunities Fund Investor Shares
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
First Eagle Investment Management, LLC
|
|
|
|
|
|
SageView Advisory Group, LLC
|
|
|
|
|
|
Transamerica Financial Advisors, Inc.
|
|
|
|
|
|
DCUAX - DEUTSCHE DWS INVESTMENT TRUST - DWS CROCI U.S. Fund Class A
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT International Equity Fund Class IA Shares
|
|
|
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
|
|
|
|
|
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF
|
|
|
|
|
|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
FBCVX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Value Fund
|
|
|
|
|
|
Blackrock Resources & Commodities Strategy Trust
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
Cherry Tree Wealth Management, LLC
|
|
|
|
|
|
FVLAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Value Leaders Fund Class A
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
MUEAX - MFS SERIES TRUST XI - MFS Blended Research Core Equity Fund A
|
|
|
|
|
|
Cobblestone Capital Advisors Llc /ny/
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
Mission Wealth Management, Lp
|
|
|
|
|
|
VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares
|
|
|
|
|
|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
|
Hrt Financial Lp
|
|
|
|
|
|
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund
|
|
|
|
|
|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
Ramirez Asset Management, Inc.
|
|
|
|
|
|
LIDAX - LORD ABBETT SECURITIES TRUST - Lord Abbett International Value Fund Class A
|
|
|
|
|
|
Aaron Wealth Advisors LLC
|
|
|
|
|
|
Kinneret Advisory, LLC
|
|
|
|
|
|
TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
Stenahm Asset Managment Ltd
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
Cary Street Partner Investment Advisory Llc
|
|
|
|
|
|
New England Asset Management Inc
|
|
|
|
|
|
CMIEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager International Equity Strategies Fund Institutional Class
|
|
|
|
|
|
AIIEX - AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - INVESCO International Growth Fund Class A
|
|
|
|
|
|
FKIDX - FIDELITY INVESTMENT TRUST - Fidelity Diversified International K6 Fund
|
|
|
|
|
|
FBCG - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Growth ETF
|
|
|
|
|
|
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF
|
|
|
|
|
|
Volterra Technologies LP
|
|
|
|
|
|
Soros Fund Management Llc
|
|
|
|
|
|
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Managed Floor ETF
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
Prelude Capital Management, Llc
|
|
|
|
|
|
Wahed Invest LLC
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
Virginia Retirement Systems Et Al
|
|
|
|
|
|
Anchor Capital Advisors Llc
|
|
|
|
|
|
Fortitude Financial, LLC
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
Hunting Hill Global Capital, LLC
|
|
|
|
|
|
Bridgewater Associates, LP
|
|
|
|
|
|
Ubs Oconnor Llc
|
|
|
|
|
|
Spears Abacus Advisors LLC
|
|
|
|
|
|
IMS Capital Management
|
|
|
|
|
|
JVLAX - John Hancock Funds III - John Hancock Disciplined Value Fund Class A
|
|
|
|
|
|
Costello Asset Management, INC
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF
|
|
|
|
|
|
Agf Management Ltd
|
|
|
|
|
|
Swedbank AB
|
|
|
|
|
|
3Chopt Investment Partners, LLC
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
NTSI - WisdomTree Trust - WisdomTree International Efficient Core Fund N/A
|
|
|
|
|
|
First PREMIER Bank
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Global Equities Portfolio Class 1
|
|
|
|
|
|
Stockman Wealth Management, Inc.
|
|
|
|
|
|
Brighthouse Funds Trust II - MFS Value Portfolio Class A
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
Dupont Capital Management Corp
|
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|
|
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|
LISOX - LAZARD FUNDS INC - Lazard International Strategic Equity Portfolio Open Shares
|
|
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|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
|
|
|
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|
Raymond James Financial Inc
|
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|
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|
Td Asset Management Inc
|
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|
Northern Trust Corp
|
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|
|
|
|
QAACX - Federated MDT Series - Federated MDT All Cap Core Fund Class A Shares
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
Dynamic Advisor Solutions LLC
|
|
|
|
|
|
Point72 (DIFC) Ltd
|
|
|
|
|
|
FNDF - SCHWAB STRATEGIC TRUST - Schwab Fundamental International Large Company Index ETF
|
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A
|
|
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|
1832 Asset Management L.P.
|
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|
DiNuzzo Private Wealth, Inc.
|
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|
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
|
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|
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|
Qtron Investments LLC
|
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|
|
Intech Investment Management Llc
|
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Tokio Marine Asset Management Co Ltd
|
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|
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares
|
|
|
|
|
|
Texas Yale Capital Corp.
|
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|
Ilmarinen Mutual Pension Insurance Co
|
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CBIZ Investment Advisory Services, LLC
|
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Northside Capital Management, LLC
|
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12th Street Asset Management Company, LLC
|
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Gsa Capital Partners Llp
|
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century International Fund Service Class
|
|
|
|
|
|
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF
|
|
|
|
|
|
FFNKX - VARIABLE INSURANCE PRODUCTS FUND IV - Materials Portfolio Initial Class
|
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|
SRS Capital Advisors, Inc.
|
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|
|
|
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INFO - Harbor ETF Trust - Harbor PanAgora Dynamic Large Cap Core ETF
|
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|
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BUFIX - BUFFALO FUNDS - Buffalo International Fund Investor Class
|
|
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Coronation Fund Managers Ltd.
|
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LGGAX - Legg Mason Global Asset Management Trust - ClearBridge International Growth Fund Class A
|
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|
|
|
Rehmann Capital Advisory Group
|
|
|
|
|
|
PBMares Wealth Management LLC
|
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|
Meeder Asset Management Inc
|
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|
Ninety One UK Ltd
|
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|
Rakuten Securities, Inc.
|
|
|
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VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
|
|
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV
|
|
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Assetmark, Inc
|
|
|
|
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|
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares
|
|
|
|
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|
Franklin Templeton Variable Insurance Products Trust - Templeton Growth Vip Fund Class 1
|
|
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|
Moody Lynn & Lieberson, Llc
|
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|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
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|
Scopus Asset Management, L.p.
|
|
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|
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|
TIOIX - TIAA-CREF FUNDS - TIAA-CREF International Opportunities Fund Institutional Class
|
|
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|
Bank Julius Baer & Co. Ltd, Zurich
|
|
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|
Gulf International Bank (UK) Ltd
|
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|
AOBLX - Pioneer Series Trust IV - Pioneer Balanced ESG Fund : Class A
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
Creekmur Asset Management LLC
|
|
|
|
|
|
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF
|
|
|
|
|
|
Horizons Wealth Management
|
|
|
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|
German American Bancorp, Inc.
|
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USS Investment Management Ltd
|
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|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
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|
IFRA - iSHARES TRUST - iShares U.S. Infrastructure ETF
|
|
|
|
|
|
Pitcairn Co
|
|
|
|
|
|
FSDPX - FIDELITY SELECT PORTFOLIOS - Materials Portfolio
|
|
|
|
|
|
NBHAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Equity Income Fund Class A
|
|
|
|
|
|
WealthCollab, LLC
|
|
|
|
|
|
LAFAX - COLUMBIA ACORN TRUST - Columbia Acorn International Select Class A
|
|
|
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|
|
GVEYX - GuideStone Funds - VALUE EQUITY FUND Institutional
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
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|
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Main Street Fund Class C
|
|
|
|
|
|
Regents Gate Capital LLP
|
|
|
|
|
|
Nordea Investment Management Ab
|
|
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|
|
Wright Investors Service Inc
|
|
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|
|
DHK Financial Advisors, Inc.
|
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|
Parnassus Investments /ca
|
|
|
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|
|
HB Wealth Management, LLC
|
|
|
|
|
|
BDIV - ETF Series Solutions - AAM BRENTVIEW DIVIDEND GROWTH ETF
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
Legacy Wealth Asset Management, LLC
|
|
|
|
|
|
JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF
|
|
|
|
|
|
HFEAX - JANUS INVESTMENT FUND - Janus Henderson European Focus Fund Class A
|
|
|
|
|
|
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
Exor Capital LLP
|
|
|
|
|
|
PXF - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Developed Markets ex-U.S. ETF
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
LMR Partners LLP
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
FPXI - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust International Equity Opportunities ETF
|
|
|
|
|
|
FDKFX - FIDELITY INVESTMENT TRUST - Fidelity International Discovery K6 Fund
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
R Squared Ltd
|
|
|
|
|
|
Rnc Capital Management Llc
|
|
|
|
|
|
Aigen Investment Management, Lp
|
|
|
|
|
|
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares
|
|
|
|
|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
|
|
Granite FO LLC
|
|
|
|
|
|
Aviva Plc
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
|
|
|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
|
|
|
|
|
Guyasuta Investment Advisors Inc
|
|
|
|
|
|
Royal Capital Wealth Management, LLC
|
|
|
|
|
|
USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund
|
|
|
|
|
|
NorthCrest Asset Manangement, LLC
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
Capital International Ltd /ca/
|
|
|
|
|
|
Harbor Capital Advisors, Inc.
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A
|
|
|
|
|
|
DEUTSCHE DWS VARIABLE SERIES II - DWS CROCI U.S. VIP Class A
|
|
|
|
|
|
Ossiam
|
|
|
|
|
|
Morse Asset Management, Inc
|
|
|
|
|
|
Redwood Investments, LLC
|
|
|
|
|
|
BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
JBF Capital, Inc.
|
|
|
|
|
|
FIVLX - FIDELITY INVESTMENT TRUST - Fidelity International Value Fund
|
|
|
|
|
|
Brown, Lisle/cummings, Inc.
|
|
|
|
|
|
Baupost Group Llc/ma
|
|
|
|
|
|
Madison Asset Management, LLC
|
|
|
|
|
|
MFRFX - MFS SERIES TRUST V - MFS Research Fund A
|
|
|
|
|
|
UNIVEST FINANCIAL Corp
|
|
|
|
|
|
Palestra Capital Management LLC
|
|
|
|
|
|
Pacific Capital Partners Ltd
|
|
|
|
|
|
Bridgefront Capital, LLC
|
|
|
|
|
|
FDVKX - FIDELITY PURITAN TRUST - Fidelity Value Discovery K6 Fund
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
Seelaus Asset Management LLC
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
|
|
|
|
|
Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
|
|
|
|
|
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
|
|
|
|
|
|
LORD ABBETT SERIES FUND INC - Fundamental Equity Portfolio Class VC
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
Corsair Capital Management, L.p.
|
|
|
|
|
|
Lester Murray Antman dba SimplyRich
|
|
|
|
|
|
Brandywine Global Investment Management, LLC
|
|
|
|
|
|
MLNIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Concentrated Portfolio Class I
|
|
|
|
|
|
TFEQX - TEMPLETON INSTITUTIONAL FUNDS - International Equity Series Primary Shares
|
|
|
|
|
|
First Financial Bankshares Inc
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
FYEE - Fidelity Greenwood Street Trust - Fidelity Yield Enhanced Equity ETF
|
|
|
|
|
|
Bnp Paribas
|
|
|
|
|
|
Martingale Asset Management L P
|
|
|
|
|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF
|
|
|
|
|
|
CastleKnight Management LP
|
|
|
|
|
|
Varma Mutual Pension Insurance Co
|
|
|
|
|
|
Ostrum Asset Management
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
FBLEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Stock Selector Large Cap Value Fund
|
|
|
|
|
|
Gladstone Institutional Advisory LLC
|
|
|
|
|
|
FLCV - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Value ETF
|
|
|
|
|
|
River Road Asset Management, LLC
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
Achmea Investment Management B.V.
|
|
|
|
|
|
ZABDFX - American Beacon Institutional Funds Trust - American Beacon Diversified Fund AAL Class
|
|
|
|
|
|
GQLVX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Value Equity Portfolio
|
|
|
|
|
|
Avanza Fonder AB
|
|
|
|
|
|
Solstein Capital, LLC
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
|
|
|
|
|
FGFAX - FEDERATED WORLD INVESTMENT SERIES INC - Federated International Leaders Fund Class A Shares
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
MEIAX - MFS SERIES TRUST I - MFS Value Fund A
|
|
|
|
|
|
Renaissance Investment Group LLC
|
|
|
|
|
|
Putnam ETF Trust - Putnam Sustainable Leaders ETF -
|
|
|
|
|
|
FSHOX - FIDELITY SELECT PORTFOLIOS - Construction and Housing Portfolio
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Large Company Value Portfolio Large Company Value Portfolio
|
|
|
|
|
|
Armor Advisors, L.l.c.
|
|
|
|
|
|
LGT Group Foundation
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
OWACX - OLD WESTBURY FUNDS INC - Old Westbury All Cap Core Fund
|
|
|
|
|
|
Lmcg Investments, Llc
|
|
|
|
|
|
Wedmont Private Capital
|
|
|
|
|
|
BASV - Advisors' Inner Circle Fund III - BROWN ADVISORY SUSTAINABLE VALUE ETF
|
|
|
|
|
|
Generate Investment Management Ltd
|
|
|
|
|
|
Crewe Advisors LLC
|
|
|
|
|
|
Forum Financial Management, LP
|
|
|
|
|
|
Appleton Partners Inc/ma
|
|
|
|
|
|
FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT George Putnam Balanced Fund Class IA Shares
|
|
|
|
|
|
New York Life Investment Management Llc
|
|
|
|
|
|
USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
Militia Capital Partners, LP
|
|
|
|
|
|
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF
|
|
|
|
|
|
Cox Capital Mgt LLC
|
|
|
|
|
|
SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/MFS International Value Portfolio Class IB
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
NSIVX - North Square Investments Trust - North Square Altrinsic International Equity Fund Class I
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
Barings Llc
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
BGALX - BAILLIE GIFFORD FUNDS - Baillie Gifford Global Alpha Equities Fund Class 4
|
|
|
|
|
|
Beacon Capital Management, LLC
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
LGCAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Global Equity Research Fund Class A
|
|
|
|
|
|
NEOS Investment Management LLC
|
|
|
|
|
|
Gallacher Capital Management LLC
|
|
|
|
|
|
Mariner Investment Group Llc
|
|
|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
Hollow Brook Wealth Management LLC
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
Northwest & Ethical Investments L.P.
|
|
|
|
|
|
INVYX - PIONEER SERIES TRUST VIII - Pioneer International Equity Fund : Class Y
|
|
|
|
|
|
Nuveen Multi-Asset Income Fund
|
|
|
|
|
|
D'Orazio & Associates, Inc.
|
|
|
|
|
|
TWEIX - American Century Capital Portfolios Inc - Equity Income Fund Investor Class
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
Bornite Capital Management LP
|
|
|
|
|
|
TLCI - Touchstone ETF Trust - Touchstone International Equity ETF
|
|
|
|
|
|
VisionPoint Advisory Group, LLC
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
UGOFX - USAA MUTUAL FUNDS TRUST - Global Managed Volatility Fund Institutional Shares
|
|
|
|
|
|
QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
ABIAX - AB TRUST - AB International Value Fund Class A
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Principal Capital Appreciation Account Class 1
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
Banque Pictet & Cie Sa
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
CDAM (UK) Ltd
|
|
|
|
|
|
PointState Capital LP
|
|
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|
Davis-rea Ltd.
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Sustainable Leaders Fund Class IA Shares
|
|
|
|
|
|
Addison Advisors LLC
|
|
|
|
|
|
Maverick Capital Ltd
|
|
|
|
|
|
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF
|
|
|
|
|
|
Cloverfields Capital Group, Lp
|
|
|
|
|
|
Magnetar Financial LLC
|
|
|
|
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|
Sierra Ocean, Llc
|
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|
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|
BLACKROCK NATURAL RESOURCES TRUST - BLACKROCK NATURAL RESOURCES TRUST Investor A
|
|
|
|
|
|
SummitTX Capital, L.P.
|
|
|
|
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|
NORTHWESTERN MUTUAL SERIES FUND INC - International Growth Portfolio
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Equity Fund Series I
|
|
|
|
|
|
Metis Global Partners, LLC
|
|
|
|
|
|
DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF
|
|
|
|
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|
First National Bank of Hutchinson
|
|
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|
|
AVDEX - AMERICAN CENTURY ETF TRUST - Avantis International Equity Fund Institutional Class
|
|
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|
State of New Jersey Common Pension Fund D
|
|
|
|
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|
Dogwood Wealth Management LLC
|
|
|
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|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
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|
Parkside Financial Bank & Trust
|
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|
Bruce G. Allen Investments, LLC
|
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Nuveen, LLC
|
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FLCC - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Core ETF
|
|
|
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|
Moran Wealth Management, LLC
|
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Artemis Investment Management LLP
|
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GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional
|
|
|
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|
|
LORD ABBETT SERIES FUND INC - Growth and Income Portfolio Class VC
|
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|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
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|
|
Engineers Gate Manager LP
|
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|
JHGEX - John Hancock Funds II - Global Equity Fund Class A
|
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|
|
|
St Germain D J Co Inc
|
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|
Bell Investment Advisors, Inc
|
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|
Tortoise Investment Management, LLC
|
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L1 Capital Pty Ltd
|
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|
Azzad Asset Management Inc /adv
|
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|
|
LAVGX - LORD ABBETT TRUST I - Lord Abbett International Growth Fund Class R6
|
|
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|
|
American Capital Advisory, LLC
|
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|
State Of Wisconsin Investment Board
|
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111 Capital
|
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|
|
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
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|
CMNWX - PRINCIPAL FUNDS INC - Principal Capital Appreciation Fund (fka West Coast Equity Fund) Class A
|
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|
Ascent Group, LLC
|
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Summit Trail Advisors, Llc
|
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|
Rosenberg Matthew Hamilton
|
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|
DecisionPoint Financial, LLC
|
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|
Pnc Financial Services Group, Inc.
|
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|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
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|
TD Capital Management LLC
|
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|
Exane Asset Management
|
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|
VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares
|
|
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|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2
|
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|
Maryland State Retirement & Pension System
|
|
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|
|
Pensionmark Financial Group, Llc
|
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|
|
Principal Financial Group Inc
|
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|
|
GHP Investment Advisors, Inc.
|
|
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|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
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|
Zurich Insurance Group Ltd/FI
|
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|
TFG Advisers LLC
|
|
|
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|
|
Polymer Capital Management (US) LLC
|
|
|
|
|
|
Nuveen Core Equity Alpha Fund
|
|
|
|
|
|
La Banque Postale Asset Management SA
|
|
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|
|
Commonwealth Equity Services, Llc
|
|
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|
|
FAOAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Overseas Fund Class A
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
Ivy Variable Insurance Portfolios - Ivy VIP Natural Resources Class II
|
|
|
|
|
|
Persistent Asset Partners Ltd
|
|
|
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|
|
Diversified Trust Co
|
|
|
|
|
|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
|
|
|
|
|
LAZARD RETIREMENT SERIES INC - Lazard Retirement International Equity Portfolio Service Shares
|
|
|
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|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
SIH Partners, LLLP
|
|
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|
|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
|
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|
|
Aware Super Pty Ltd as trustee of Aware Super
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Diversified Dividend Fund SERIES I
|
|
|
|
|
|
Cohen & Steers, Inc.
|
|
|
|
|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
FMDE - FIDELITY COVINGTON TRUST - Fidelity Enhanced Mid Cap ETF
|
|
|
|
|
|
Waverton Investment Management Ltd
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
Buckingham Strategic Partners
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
ILVFX - Columbia Funds Series Trust II - Columbia Integrated Large Cap Value Fund Institutional Class
|
|
|
|
|
|
Bamco Inc /ny/
|
|
|
|
|
|
Clear Street Markets Llc
|
|
|
|
|
|
Jain Global LLC
|
|
|
|
|
|
Voya Infrastructure, Industrials & Materials Fund
|
|
|
|
|
|
PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares
|
|
|
|
|
|
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF
|
|
|
|
|
|
Alphinity Investment Management Pty Ltd
|
|
|
|
|
|
STESX - Bernstein Fund Inc - International Strategic Equities Portfolio SCB Class
|
|
|
|
|
|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
VGTSX - VANGUARD STAR FUNDS - Vanguard Total International Stock Index Fund Investor Shares
|
|
|
|
|
|
Chilton Investment Co Llc
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
Penserra Capital Management LLC
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
Quantbot Technologies LP
|
|
|
|
|
|
Galvin, Gaustad & Stein, LLC
|
|
|
|
|
|
SUSA - iSHARES TRUST - iShares MSCI USA ESG Select ETF
|
|
|
|
|
|
WealthTrak Capital Management LLC
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
Boston Common Asset Management, LLC
|
|
|
|
|
|
FSTRX - Federated Adviser Series - Federated MDT Large Cap Value Fund Class A Shares
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Invesco Diversified Dividend Fund (A)
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
Brentview Investment Management LLC
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
Dakota Wealth Management
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Large Cap Disciplined Value VIP Fund
|
|
|
|
|
|
ANCORA TRUST - Ancora Dividend Value Equity Fund Class I
|
|
|
|
|
|
MNCSX - Mercer Funds - Mercer Non-US Core Equity Fund Class I
|
|
|
|
|
|
DAGVX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Dynamic Value Fund Class A
|
|
|
|
|
|
Atlas Capital Advisors Llc
|
|
|
|
|
|
Banque Transatlantique SA
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF
|
|
|
|
|
|
Quadrature Capital Ltd
|
|
|
|
|
|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
|
|
|
|
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
|
|
|
|
|
QINT - AMERICAN CENTURY ETF TRUST - American Century Quality Diversified International ETF
|
|
|
|
|
|
LAFFX - LORD ABBETT AFFILIATED FUND INC - LORD ABBETT AFFILIATED FUND INC Class A
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
Voleon Capital Management Lp
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
Phoenix Holdings Ltd.
|
|
|
|
|
|
Brighthouse Funds Trust II - Baillie Gifford International Stock Portfolio Class A
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Value Series Initial Class
|
|
|
|
|
|
VTRIX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard International Value Fund Investor Shares
|
|
|
|
|
|
URTH - iShares, Inc. - iShares MSCI World ETF
|
|
|
|
|
|
REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF
|
|
|
|
|
|
FVAL - FIDELITY COVINGTON TRUST - Fidelity Value Factor ETF
|
|
|
|
|
|
Royal London Asset Management Ltd
|
|
|
|
|
|
Financial Gravity Companies, Inc.
|
|
|
|
|
|
Oak Thistle LLC
|
|
|
|
|
|
ANWPX - NEW PERSPECTIVE FUND - NEW PERSPECTIVE FUND Class A
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
AFAVX - AMG Funds IV - AMG River Road Focused Absolute Value Fund CLASS I SHARES
|
|
|
|
|
|
AAIEX - AMERICAN BEACON FUNDS - American Beacon International Equity Fund Institutional Class
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Large Company Value Fund Standard Class II
|
|
|
|
|
|
FOSFX - FIDELITY INVESTMENT TRUST - Fidelity Overseas Fund
|
|
|
|
|
|
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
IWX - iSHARES TRUST - iShares Russell Top 200 Value ETF
|
|
|
|
|
|
FENI - FIDELITY COVINGTON TRUST - Fidelity Enhanced International ETF
|
|
|
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
Campbell & CO Investment Adviser LLC
|
|
|
|
|
|
Ycg, Llc
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
MML Series Investment Fund II - MML Equity Fund Initial Class
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
Bingham Private Wealth, Llc
|
|
|
|
|
|
FIGFX - FIDELITY INVESTMENT TRUST - Fidelity International Growth Fund
|
|
|
|
|
|
Modern Wealth Management, LLC
|
|
|
|
|
|
INYDX - Victory Portfolios IV - Victory Pioneer Disciplined Growth Fund Class Y
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF
|
|
|
|
|
|
DLQAX - BNY Mellon Investment Funds V, Inc. - BNY Mellon Large Cap Equity Fund Class A
|
|
|
|
|
|
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
|
|
|
|
|
|
RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF
|
|
|
|
|
|
BRIFX - BARON SELECT FUNDS - Baron Real Estate Income Fund
|
|
|
|
|
|
CAPROCK Group, Inc.
|
|
|
|
|
|
Plante Moran Financial Advisors, LLC
|
|
|
|
|
|
USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
PEYAX - PUTNAM EQUITY INCOME FUND - PUTNAM EQUITY INCOME FUND Class A Shares
|
|
|
|
|
|
Sit Investment Associates Inc
|
|
|
|
|
|
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
|
|
|
|
|
Gabelli Dividend & Income Trust
|
|
|
|
|
|
Guardian Capital Lp
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Franklin Templeton Global Equity Managed Volatility Fund Standard Class
|
|
|
|
|
|
MJT & Associates Financial Advisory Group, Inc.
|
|
|
|
|
|
Deseret Mutual Benefit Administrators
|
|
|
|
|
|
Crowley Wealth Management, Inc.
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
OWTEX - OLD WESTBURY FUNDS INC - Old Westbury Total Equity Fund
|
|
|
|
|
|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
|
|
|
|
|
Baader Bank INC
|
|
|
|
|
|
SNIEX - BNY Mellon Investment Funds I - BNY Mellon International Equity Fund Class I
|
|
|
|
|
|
Dai-Ichi Life Insurance Company, Ltd
|
|
|
|
|
|
QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares
|
|
|
|
|
|
Canada Pension Plan Investment Board
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
|
|
|
SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A
|
|
|
|
|
|
PAVE - Global X Funds - Global X U.S. Infrastructure Development ETF
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class
|
|
|
|
|
|
TEMFX - TEMPLETON FUNDS - Templeton Foreign Fund Class A
|
|
|
|
|
|
Arlington Trust Co LLC
|
|
|
|
|
|
CZAR - Themes ETF Trust - Themes Natural Monopoly ETF
|
|
|
|
|
|
PEPS - Morgan Stanley ETF Trust - Parametric Equity Plus ETF
|
|
|
|
|
|
PNRAX - PUTNAM INVESTMENT FUNDS - Putnam Research Fund Class A Shares
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Global Research Portfolio Initial Class
|
|
|
|
|
|
JOPSX - JOHCM Funds Trust - JOHCM International Opportunities Fund Class Z Shares
|
|
|
|
|
|
United Community Bank
|
|
|
|
|
|
BRUDX - MFS SERIES TRUST X - MFS Blended Research Value Equity Fund A
|
|
|
|
|
|
Meeder Advisory Services, Inc.
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Fundamental Value Fund Class II
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS International Intrinsic Value Portfolio Initial Class
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
FSSEX - FIDELITY INVESTMENT TRUST - Fidelity SAI Sustainable International Equity Fund
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
WWIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Company Value Fund Administrator Class
|
|
|
|
|
|
Altrinsic Global Advisors Llc
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
DRW Securities, LLC
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
DGEFX - Brinker Capital Destinations Trust - Destinations Equity Income Fund Class I
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
Groupe la Francaise
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
OFVIX - ADVISORS SERIES TRUST - O'Shaughnessy Market Leaders Value Fund Class I
|
|
|
|
|
|
Wood Tarver Financial Group, LLC
|
|
|
|
|
|
Needham Investment Management Llc
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
PACIFIC SELECT FUND - Comstock Portfolio Class I
|
|
|
|
|
|
Raiffeisen Bank International AG
|
|
|
|
|
|
McIlrath & Eck, LLC
|
|
|
|
|
|
Brasada Capital Management, Lp
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
Stonegate Investment Group, LLC
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
Harvest Fund Management Co., Ltd
|
|
|
|
|
|
OAIM - UNIFIED SERIES TRUST - OneAscent International Equity ETF
|
|
|
|
|
|
Manning & Napier Advisors Llc
|
|
|
|
|
|
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares
|
|
|
|
|
|
ABN AMRO Bank N.V.
|
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|
GAM Holding AG
|
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|
Hollencrest Capital Management
|
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|
V-Square Quantitative Management LLC
|
|
|
|
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|
Intellus Advisors LLC
|
|
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|
OALVX - Optimum Fund Trust - Optimum Large Cap Value Fund Class A
|
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|
PINRX - PRINCIPAL FUNDS, INC. - Diversified International Fund R-3
|
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|
AEPGX - EUROPACIFIC GROWTH FUND - EUROPACIFIC GROWTH FUND Class A
|
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ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
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|
Hiddenite Capital Partners LP
|
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|
Lombard Odier Asset Management (Switzerland) SA
|
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|
Atria Investments Llc
|
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|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
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SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF
|
|
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|
VWNDX - VANGUARD WINDSOR FUNDS - Vanguard Windsor Fund Investor Shares
|
|
|
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|
LZIOX - LAZARD FUNDS INC - Lazard International Equity Portfolio Open Shares
|
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|
Assenagon Asset Management S.A.
|
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|
Crews Bank & Trust
|
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FIL Ltd
|
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GWM Advisors LLC
|
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PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares
|
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|
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|
Todd Asset Management Llc
|
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|
AMTAX - AB BOND FUND, INC. - AB All Market Real Return Portfolio Class A
|
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|
Global Endowment Management, LP
|
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Lindbrook Capital, Llc
|
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JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A)
|
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SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
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FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund
|
|
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|
Fieldview Capital Management, LLC
|
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|
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF
|
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|
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|
Net Worth Advisory Group
|
|
|
|
|
|
Strategic Investment Solutions, Inc. /IL
|
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|
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class
|
|
|
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|
|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
|
|
|
|
Princeton Global Asset Management LLC
|
|
|
|
|
|
KP Management LLC
|
|
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|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Main Street Fund Series II
|
|
|
|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
|
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|
StoneX Group Inc.
|
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|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
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|
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|
Sivia Capital Partners, LLC
|
|
|
|
|
|
VAGVX - VANGUARD WHITEHALL FUNDS - Vanguard Advice Select Global Value Fund Admiral Shares
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1
|
|
|
|
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|
Hosking Partners LLP
|
|
|
|
|
|
Graham Capital Management, L.P.
|
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|
VEURX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard European Stock Index Fund Investor Shares
|
|
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|
Rock Creek Group, LP
|
|
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|
|
Illinois Municipal Retirement Fund
|
|
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|
|
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
|
|
|
|
Elevation Series Trust - The Opal Dividend Income ETF
|
|
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|
|
|
DMCY - Advisors' Inner Circle Fund III - DEMOCRACY INTERNATIONAL FUND Shares
|
|
|
|
|
|
BNY MELLON VARIABLE INVESTMENT FUND - Growth and Income Portfolio - Initial Shares
|
|
|
|
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|
Cramer Rosenthal Mcglynn Llc
|
|
|
|
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|
WGGNX - WILLIAM BLAIR FUNDS - William Blair Global Leaders Fund Class N
|
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|
Quadrant Capital Group Llc
|
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|
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio
|
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|
LCEAX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Diversified Dividend Fund Class A
|
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|
|
Little House Capital Llc
|
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|
Panoramic Capital, LLC
|
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|
140 Summer Partners LP
|
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|
Zimmer Partners, LP
|
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|
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
|
|
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|
FDMO - FIDELITY COVINGTON TRUST - Fidelity Momentum Factor ETF
|
|
|
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|
Jpmorgan Chase & Co
|
|
|
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|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
|
|
|
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|
|
Millennium Management Llc
|
|
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|
|
Asio Capital, LLC
|
|
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|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
PCBCX - Victory Portfolios IV - Victory Pioneer Balanced Fund Class C
|
|
|
|
|
|
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
|
|
|
|
|
BBISX - Sterling Capital Funds - Sterling Capital Behavioral Large Cap Value Equity Fund Institutional Class
|
|
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|
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class
|
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|
|
Pinnacle Bancorp, Inc.
|
|
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|
HFM Investment Advisors, LLC
|
|
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|
RBB FUND, INC. - Aquarius International Fund
|
|
|
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|
|
TD Waterhouse Canada Inc.
|
|
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|
|
PYVLX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Equity Income Fund (Investor Class)
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
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|
|
UIVRX - MFS SERIES TRUST VII - MFS Intrinsic Value Fund R6
|
|
|
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|
|
Point72 Hong Kong Ltd
|
|
|
|
|
|
Alberta Investment Management Corp
|
|
|
|
|
|
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
|
|
|
|
|
|
PTL - Northern Lights Fund Trust IV - Inspire 500 ETF
|
|
|
|
|
|
Choate Investment Advisors
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
CRIMX - CRM Mutual Fund Trust - CRM MID CAP VALUE FUND INSTITUTIONAL
|
|
|
|
|
|
MXIVX - GREAT-WEST FUNDS INC - Great-West International Value Fund Investor Class
|
|
|
|
|
|
National Asset Management, Inc.
|
|
|
|
|
|
Parallax Volatility Advisers, L.P.
|
|
|
|
|
|
BGEAX - Datum One Series Trust - BRANDES GLOBAL EQUITY FUND Class A
|
|
|
|
|
|
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares
|
|
|
|
|
|
Panagora Asset Management Inc
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
FBCGX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth K6 Fund
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class
|
|
|
|
|
|
Hardy Reed LLC
|
|
|
|
|
|
Fusion Capital, LLC
|
|
|
|
|
|
Albar Capital Partners LLP
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Income & Growth Fund Initial Class
|
|
|
|
|
|
Gabelli Equity Trust Inc
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
HEQFX - Monteagle Funds - Monteagle Opportunity Equity Fund Investor Class
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
Concentric Capital Strategies, LP
|
|
|
|
|
|
Canandaigua National Bank & Trust Co
|
|
|
|
|
|
Titleist Asset Management, Llc
|
|
|
|
|
|
FIGRX - FIDELITY INVESTMENT TRUST - Fidelity International Discovery Fund
|
|
|
|
|
|
CHTRX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Charter Fund Class A
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
BUFEX - BUFFALO FUNDS - Buffalo Large Cap Fund Investor Class
|
|
|
|
|
|
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K
|
|
|
|
|
|
Fca Corp /tx
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
Diversify Advisory Services, LLC
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
Greenwood Capital Associates Llc
|
|
|
|
|
|
DJE Kapital AG
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
|
|
|
|
|
West Family Investments, Inc.
|
|
|
|
|
|
MPITX - BNY MELLON FUNDS TRUST - BNY Mellon International Fund Class M Shares
|
|
|
|
|
|
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF
|
|
|
|
|
|
RESGX - GLENMEDE FUND INC - Responsible ESG U.S. Equity Portfolio
|
|
|
|
|
|
Resona Asset Management Co.,Ltd.
|
|
|
|
|
|
SAMM - Advisors' Inner Circle Fund III - Strategas Macro Momentum ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP MFS Value Fund Standard Class
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
Cibc World Markets Corp
|
|
|
|
|
|
Summit Financial, LLC
|
|
|
|
|
|
Greenhaven Associates Inc
|
|
|
|
|
|
Eleva Capital SAS
|
|
|
|
|
|
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares
|
|
|
|
|
|
PNOPX - PUTNAM SUSTAINABLE LEADERS FUND - PUTNAM SUSTAINABLE LEADERS FUND Class A Shares
|
|
|
|
|
|
HIACX - Hartford Series Fund Inc - Hartford Capital Appreciation Hls Fund Ia
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
GWILX - GLENMEDE FUND INC - Women in Leadership U.S. Equity Portfolio
|
|
|
|
|
|
Cary Street Partners Financial Llc
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Blended Research Core Equity Portfolio Initial Class
|
|
|
|
|
|
N.E.W. Advisory Services LLC
|
|
|
|
|
|
IMA Wealth, Inc.
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
Applied Finance Capital Management, LLC
|
|
|
|
|
|
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares
|
|
|
|
|
|
CRMEX - CRM Mutual Fund Trust - CRM All Cap Value Fund Investor Shares
|
|
|
|
|
|
NEEGX - NEEDHAM FUNDS INC - Needham Growth Fund Retail Class
|
|
|
|
|
|
MNDFX - MANNING & NAPIER FUND, INC. - Disciplined Value Series Class I
|
|
|
|
|
|
JDIBX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Disciplined Value International Fund Class A
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
Fidelity Central Investment Portfolios LLC - Fidelity International Equity Central Fund
|
|
|
|
|
|
Miracle Mile Advisors, LLC
|
|
|
|
|
|
Sumitomo Life Insurance Co
|
|
|
|
|
|
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
|
|
|
|
|
TrueMark Investments, LLC
|
|
|
|
|
|
Peapack Gladstone Financial Corp
|
|
|
|
|
|
Gabelli Global Utility & Income Trust
|
|
|
|
|
|
FAPCX - FIDELITY INVESTMENT TRUST - Fidelity International Capital Appreciation K6 Fund
|
|
|
|
|
|
FCMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value K6 Fund
|
|
|
|
|
|
DYNF - BlackRock ETF Trust - BlackRock U.S. Equity Factor Rotation ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class
|
|
|
|
|
|
Paradigm Financial Partners, Llc
|
|
|
|
|
|
JHMD - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Developed International ETF
|
|
|
|
|
|
Putnam ETF Trust - Putnam PanAgora ESG International Equity ETF -
|
|
|
|
|
|
Steamboat Capital Partners, LLC
|
|
|
|
|
|
Diversify Wealth Management, Llc
|
|
|
|
|
|
Gates Capital Management, Inc.
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
DRAFX - Brinker Capital Destinations Trust - Destinations Real Assets Fund Class I
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
LZESX - LAZARD FUNDS INC - Lazard International Equity Select Portfolio Open Shares
|
|
|
|
|
|
Twinbeech Capital Lp
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
Vontobel Holding Ltd.
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
Two Sigma Advisers, Lp
|
|
|
|
|
|
ALVIX - American Century Capital Portfolios Inc - Large Company Value Fund Investor Class
|
|
|
|
|
|
TWIEX - American Century World Mutual Funds Inc - International Growth Fund Investor Class
|
|
|
|
|
|
RGOIX - RBC FUNDS TRUST - RBC Global Opportunities Fund Class I
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
PMAIX - Pioneer Series Trust IV - Pioneer Multi-Asset Income Fund : Class A
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
Wealth Watch Advisors, INC
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
OneAscent Investment Solutions LLC
|
|
|
|
|
|
Boston Partners
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. International Growth Fund Series I
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
JPIN - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return International Equity ETF
|
|
|
|
|
|
FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF
|
|
|
|
|
|
Advisory Resource Group
|
|
|
|
|
|
DIVZ - Listed Funds Trust - TrueShares Low Volatility Equity Income ETF
|
|
|
|
|
|
Quarry LP
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio
|
|
|
|
|
|
PIEQ - Principal Exchange-Traded Funds - Principal International Equity ETF
|
|
|
|
|
|
PCITX - Victory Portfolios IV - Victory Pioneer International Equity Fund Class C
|
|
|
|
|
|
Oliver Lagore Vanvalin Investment Group
|
|
|
|
|
|
PMACX - Victory Portfolios IV - Victory Pioneer Multi-Asset Income Fund Class C
|
|
|
|
|
|
SSGFX - SATURNA INVESTMENT TRUST - SEXTANT GROWTH FUND Sextant Growth Fund Investor Shares
|
|
|
|
|
|
Optas, LLC
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
PHEQ - Morgan Stanley ETF Trust - Parametric Hedged Equity ETF
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Rising Dividends Fund Class C
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I
|
|
|
|
|
|
Ritholtz Wealth Management
|
|
|
|
|
|
ESMV - iSHARES TRUST - iShares ESG MSCI USA Min Vol Factor ETF
|
|
|
|
|
|
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A
|
|
|
|
|
|
MPISX - BNY MELLON FUNDS TRUST - BNY Mellon Income Stock Fund Class M Shares
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
VCGAX - VALIC Co I - Growth & Income Fund
|
|
|
|
|
|
FBCV - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Value ETF
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
|
|
|
|
|
IPKW - Invesco Exchange-Traded Fund Trust II - Invesco International BuyBack Achievers ETF
|
|
|
|
|
|
WINAX - WILMINGTON FUNDS - Wilmington International Fund Class A Shares
|
|
|
|
|
|
Whalen Wealth Management Inc.
|
|
|
|
|
|
USISX - USAA MUTUAL FUNDS TRUST - Income Stock Fund Shares
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
Point72 Europe (London) LLP
|
|
|
|
|
|
St. Johns Investment Management Company, LLC
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Global Equity Series Initial Class
|
|
|
|
|
|
Blume Capital Management, Inc.
|
|
|
|
|
|
Webster Bank, N. A.
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
RFG - Bristol Wealth Advisors, 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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Utah Retirement Systems
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JNL SERIES TRUST - JNL/Mellon Materials Sector Fund (A)
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Capula Management Ltd
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PUTNAM VARIABLE TRUST - Putnam VT International Value Fund Class IA Shares
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Lighthouse Investment Partners, LLC
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Price T Rowe Associates Inc /md/
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JustInvest LLC
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Sterling Capital Management LLC
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CNREX - COMMONWEALTH INTERNATIONAL SERIES TRUST - Commonwealth Real Estate Securities Fund
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FINVX - FIDELITY INVESTMENT TRUST - Fidelity Series International Value Fund
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SBI Securities Co., Ltd.
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class
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BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A
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Papp L Roy & Associates
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DPREX - DELAWARE POOLED TRUST - Delaware Global Listed Real Assets Fund CLASS A
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Crossmark Global Holdings, Inc.
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Kestra Advisory Services, LLC
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BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A
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CIBC Asset Management Inc
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POVSX - PUTNAM INTERNATIONAL EQUITY FUND - PUTNAM INTERNATIONAL EQUITY FUND /MA/ Class A Shares
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Two Sigma Investments, Lp
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Hantz Financial Services, Inc.
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QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
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Mitchell Capital Management Co
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DOMIX - DOMINI INVESTMENT TRUST - Domini Impact International Equity Fund Investor Shares
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LGT Financial Advisors LLC
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ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund
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Kentucky Retirement Systems Insurance Trust Fund
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KBC Group NV
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Weiss Asset Management LP
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Arizona State Retirement System
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Geode Capital Management, Llc
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FTCEX - FIDELITY INVESTMENT TRUST - Fidelity Total International Equity Fund Fidelity Advisor Total International Equity Fund: Class C
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KCIIX - Advisors' Inner Circle Fund III - Knights of Columbus International Equity Fund I Shares
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BlackRock ESG Capital Allocation Trust
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RTNAX - RUSSELL INVESTMENT CO - Tax-Managed International Equity Fund Class A
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Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio
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MAGA - ETF Series Solutions - Point Bridge GOP Stock Tracker ETF
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Legacy Wealth Managment, LLC/ID
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Prime Capital Investment Advisors, LLC
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Kentucky Retirement Systems
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SkyView Investment Advisors, LLC
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Cornerstone Planning Group LLC
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GBVCX - Victory Portfolios IV - Victory Pioneer Global Value Fund Class C
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SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
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GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
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PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
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Provenance Wealth Advisors, LLC
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PRAXIS FUNDS - Praxis Impact Large Cap Value ETF
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SNGRX - SIT MUTUAL FUNDS INC - Sit International Growth Fund
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Ameritas Advisory Services, LLC
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ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF
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FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6
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PUTNAM VARIABLE TRUST - Putnam VT Research Fund Class IA Shares
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VEU - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund ETF Shares
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EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
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Eagle Global Advisors Llc
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Transce3nd, LLC
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Park Square Financial Group, LLC
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Virtus ETF Advisers LLC
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VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares
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NWAPX - NATIONWIDE MUTUAL FUNDS - Nationwide Mellon Disciplined Value Fund Eagle Class
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Whipplewood Advisors, LLC
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FLV - AMERICAN CENTURY ETF TRUST - American Century Focused Large Cap Value ETF
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Charles Schwab Investment Management Inc
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MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
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AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6
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Farmers & Merchants Investments Inc
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Jane Street Group, Llc
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Riggs Asset Managment Co. Inc.
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Vident Advisory, LLC
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First Trust Advisors Lp
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Ieq Capital, Llc
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Key FInancial Inc
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Clark Capital Management Group, Inc.
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USCGX - USAA MUTUAL FUNDS TRUST - Capital Growth Fund
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Wealth Enhancement Advisory Services, Llc
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Parcion Private Wealth LLC
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FBUF - Fidelity Greenwood Street Trust - Fidelity Dynamic Buffered Equity ETF
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Mirabaud Asset Management Ltd
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First Horizon Advisors, Inc.
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Optiver Holding B.V.
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ARS Investment Partners, LLC
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Silvercrest Asset Management Group Llc
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Teachers Retirement System Of The State Of Kentucky
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Guardian Variable Products Trust - Guardian All Cap Core VIP Fund
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Generali Asset Management SPA SGR
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NEAGX - NEEDHAM FUNDS INC - Needham Aggressive Growth Fund Retail Class
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NORTHWESTERN MUTUAL SERIES FUND INC - Large Company Value Portfolio
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L2 Asset Management, LLC
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FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
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Ashton Thomas Private Wealth, LLC
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Sofos Investments, Inc.
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SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio
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Ubs Asset Management Americas Inc
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CX Institutional
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AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Multi-Asset Growth Fund Class R6
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Csenge Advisory Group
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Fedenia Advisers LLC
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FFLC - FIDELITY COVINGTON TRUST - Fidelity New Millennium ETF
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Longbow Finance SA
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Franklin Templeton Variable Insurance Products Trust - Templeton Foreign Vip Fund Class 1
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Westside Investment Management, Inc.
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Integrated Wealth Concepts LLC
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FIVFX - FIDELITY INVESTMENT TRUST - Fidelity International Capital Appreciation Fund
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Commerce Bank
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Sandler Capital Management
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LBWAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Diversified US Large Cap Value Fund Class A
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Tectonic Advisors Llc
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SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
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AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
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Orion Portfolio Solutions, LLC
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Standard Life Aberdeen plc
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Richardson Financial Services Inc.
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Harbour Investments, Inc.
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Manitou Investment Management Ltd.
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CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
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ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
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Bnp Paribas Arbitrage, Sa
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AFCNX - American Century World Mutual Funds Inc - Focused International Growth Fund Investor Class
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Midwest Trust Co
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PDS Planning, Inc
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Greenland Capital Management LP
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RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF
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Cruiser Capital Advisors, Llc
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Nomura Holdings Inc
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Credential Qtrade Securities Inc.
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DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
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BREFX - BARON SELECT FUNDS - Baron Real Estate Fund
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Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio
|
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MML Series Investment Fund II - MML Equity Rotation Fund Class II
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PCJ Investment Counsel Ltd.
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MKVHX - MFS SERIES TRUST X - MFS International Large Cap Value Fund R6
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FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
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Third Point LLC
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MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
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WELLS FARGO MASTER TRUST - Wells Fargo International Growth Portfolio International Growth Portfolio
|
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Sumitomo Mitsui Trust Holdings, Inc.
|
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FMAT - FIDELITY COVINGTON TRUST - Fidelity MSCI Materials Index ETF
|
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Virtu Financial LLC
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OMERS ADMINISTRATION Corp
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Robeco Institutional Asset Management B.V.
|
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AMERICAN FUNDS INSURANCE SERIES - Global Growth and Income Fund Class 1
|
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FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund
|
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HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
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Kornitzer Capital Management Inc /ks
|
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HLAL - Listed Funds Trust - Wahed FTSE USA Shariah ETF
|
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Kingdon Capital Management, L.l.c.
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IRVIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Value Index Portfolio Class I
|
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TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
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GFG Capital, LLC
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Thrivent Financial For Lutherans
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