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Lifeworks Advisors, LLC
|
|
|
|
|
|
Atlantic Edge Private Wealth Management, LLC
|
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|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
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|
|
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|
B&l Asset Management Llc
|
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|
Blue Chip Partners, Inc.
|
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United Capital Financial Advisers, Llc
|
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|
Jane Street Group, Llc
|
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|
Private Advisor Group, LLC
|
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|
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|
VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF
|
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|
|
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|
Janney Montgomery Scott LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
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|
|
Legacy Financial Advisors, Inc.
|
|
|
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|
Miramar Capital, LLC
|
|
|
|
|
|
IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF
|
|
|
|
|
|
Park Square Financial Group, LLC
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 Pure Value Fund Variable Annuity
|
|
|
|
|
|
Handelsbanken Fonder AB
|
|
|
|
|
|
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares
|
|
|
|
|
|
IUAAX - Voya PARTNERS INC - VY(R) Invesco Equity and Income Portfolio Class ADV
|
|
|
|
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|
Clark & Stuart, Inc
|
|
|
|
|
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VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
|
|
|
|
|
Group One Trading, L.p.
|
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|
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|
Clear Street Markets Llc
|
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|
DnB Asset Management AS
|
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|
First Horizon Advisors, Inc.
|
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INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
Colony Group, LLC
|
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|
|
|
|
United Community Bank
|
|
|
|
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|
Mariner, LLC
|
|
|
|
|
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
|
|
|
|
ICW Investment Advisors LLC
|
|
|
|
|
|
RFP Financial Group LLC
|
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|
|
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|
WealthTrak Capital Management LLC
|
|
|
|
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|
Change Path, LLC
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Value
|
|
|
|
|
|
JFLI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Flexible Income ETF
|
|
|
|
|
|
RWSIX - Two Roads Shared Trust - Redwood Systematic Macro Trend ("SMarT") Fund Class I
|
|
|
|
|
|
John Hancock Hedged Equity & Income Fund
|
|
|
|
|
|
Gulf International Bank (UK) Ltd
|
|
|
|
|
|
Kozak & Associates, Inc.
|
|
|
|
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|
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
|
|
|
|
|
|
Leisure Capital Management
|
|
|
|
|
|
Wahed Invest LLC
|
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|
|
|
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund
|
|
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|
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|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
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|
State Of Wisconsin Investment Board
|
|
|
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|
Abound Wealth Management
|
|
|
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|
Forsta Ap-fonden
|
|
|
|
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|
Mirae Asset Global Investments Co., Ltd.
|
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|
Marcum Wealth, LLC
|
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|
Candriam Luxembourg S.C.A.
|
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|
Pinnacle Financial Partners Inc
|
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|
Edgestream Partners, L.P.
|
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|
Centennial Wealth Advisory LLC
|
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|
Smith Shellnut Wilson Llc /adv
|
|
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|
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|
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
|
|
|
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|
Soltis Investment Advisors LLC
|
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|
HHM Wealth Advisors, LLC
|
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|
Voloridge Investment Management, Llc
|
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|
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|
SEUIX - Sei Institutional Managed Trust - Simt Large Cap Value Fund Class I
|
|
|
|
|
|
VCDAX - VANGUARD WORLD FUND - Vanguard Consumer Discretionary Index Fund Admiral Shares
|
|
|
|
|
|
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio
|
|
|
|
|
|
GLBL - Pacer Funds Trust - Pacer MSCI World Industry Advantage ETF
|
|
|
|
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|
Wolverine Trading, Llc
|
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|
|
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|
MainStreet Investment Advisors LLC
|
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|
|
Hollencrest Capital Management
|
|
|
|
|
|
AMANX - AMANA MUTUAL FUNDS TRUST - AMANA INCOME FUND Amana Income Fund Investor Shares
|
|
|
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|
|
Morningstar Investment Services LLC
|
|
|
|
|
|
XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF
|
|
|
|
|
|
Lmcg Investments, Llc
|
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|
|
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|
Wealthfront Advisers Llc
|
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|
|
|
Raymond James Financial Inc
|
|
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|
|
|
Creative Planning
|
|
|
|
|
|
Core Alternative Capital
|
|
|
|
|
|
Modera Wealth Management, LLC
|
|
|
|
|
|
Robinson Value Management, Ltd.
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
|
|
|
|
|
Tokio Marine Asset Management Co Ltd
|
|
|
|
|
|
PWS - Pacer Funds Trust - Pacer WealthShield ETF
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Highland Capital Management, Llc
|
|
|
|
|
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
|
|
|
|
|
Byrne Asset Management LLC
|
|
|
|
|
|
Motco
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
Global X Japan Co., Ltd.
|
|
|
|
|
|
AFAVX - AMG Funds IV - AMG River Road Focused Absolute Value Fund CLASS I SHARES
|
|
|
|
|
|
Mezzasalma Advisors, LLC
|
|
|
|
|
|
VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares
|
|
|
|
|
|
Shell Asset Management Co
|
|
|
|
|
|
Davis Investment Partners, LLC
|
|
|
|
|
|
Monarch Capital Management Inc/
|
|
|
|
|
|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
|
|
|
|
|
Financial Network Wealth Advisors LLC
|
|
|
|
|
|
Checchi Capital Advisers, LLC
|
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
Mbb Public Markets I Llc
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
TMDV - PROSHARES TRUST - ProShares Russell U.S. Dividend Growers ETF ProShares Russell US Dividend Growers ETF
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
Norges Bank
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
Wimmer Associates 1, Llc
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
Aigen Investment Management, Lp
|
|
|
|
|
|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
|
|
|
|
|
VCGAX - VALIC Co I - Growth & Income Fund
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
Mark Sheptoff Financial Planning, Llc
|
|
|
|
|
|
BIBL - Northern Lights Fund Trust IV - Inspire 100 ETF
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
Matrix Trust Co
|
|
|
|
|
|
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
Golden State Equity Partners
|
|
|
|
|
|
PHSWX - MSS Series Trust - Parvin Hedged Equity Solari World Fund
|
|
|
|
|
|
Beacon Investment Advisors Llc
|
|
|
|
|
|
Zrc Wealth Management, Llc
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
Dark Forest Capital Management Lp
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
United Asset Strategies, Inc.
|
|
|
|
|
|
Leavell Investment Management, Inc.
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
Brevan Howard Capital Management LP
|
|
|
|
|
|
Ccm Investment Group, Llc
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
Forza Wealth Management, LLC
|
|
|
|
|
|
First Command Advisory Services, Inc.
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
GHP Investment Advisors, Inc.
|
|
|
|
|
|
CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF
|
|
|
|
|
|
DIVZ - Listed Funds Trust - TrueShares Low Volatility Equity Income ETF
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
Patton Fund Management, Inc.
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
|
|
Wendell David Associates Inc
|
|
|
|
|
|
Viking Fund Management Llc
|
|
|
|
|
|
FDIV - EA Series Trust - MarketDesk Focused U.S. Dividend ETF
|
|
|
|
|
|
USS Investment Management Ltd
|
|
|
|
|
|
Tiaa Trust, National Association
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
Grimes & Company, Inc.
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
New York Life Investment Management Llc
|
|
|
|
|
|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
URTH - iShares, Inc. - iShares MSCI World ETF
|
|
|
|
|
|
Outlook Wealth Advisors, LLC
|
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
Riversedge Advisors, Llc
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
Applied Finance Capital Management, LLC
|
|
|
|
|
|
Sierra Ocean, Llc
|
|
|
|
|
|
Orca Investment Management, LLC
|
|
|
|
|
|
VSNGX - JPMorgan Trust I - JPMorgan Mid Cap Equity Fund Class I
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F
|
|
|
|
|
|
Crowley Wealth Management, Inc.
|
|
|
|
|
|
Parsons Capital Management Inc/ri
|
|
|
|
|
|
QDVAX - FundVantage Trust - Quality Dividend Fund Class A
|
|
|
|
|
|
MJT & Associates Financial Advisory Group, Inc.
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
|
|
|
|
Oak Harbor Wealth Partners, Llc
|
|
|
|
|
|
TCTC Holdings, LLC
|
|
|
|
|
|
Victory Variable Insurance Funds II - Victory Pioneer Equity Income VCT Portfolio Class I
|
|
|
|
|
|
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
|
|
|
|
|
Ing Groep Nv
|
|
|
|
|
|
Lansforsakringar Fondforvaltning AB (publ)
|
|
|
|
|
|
Centaurus Financial, Inc.
|
|
|
|
|
|
Cape Investment Advisory, Inc.
|
|
|
|
|
|
WANT - Direxion Shares ETF Trust - Direxion Daily Consumer Discretionary Bull 3X Shares
|
|
|
|
|
|
Alerus Financial Na
|
|
|
|
|
|
Team Financial Group, LLC
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
|
|
|
|
|
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund
|
|
|
|
|
|
MDPL - Northern Lights Fund Trust IV - Monarch Dividend Plus Index ETF
|
|
|
|
|
|
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
|
|
|
|
|
|
Point72 Asset Management, L.P.
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
49 Wealth Management, Llc
|
|
|
|
|
|
Tocqueville Asset Management L.p.
|
|
|
|
|
|
Exchange Bank
|
|
|
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
|
|
|
|
|
Flagship Harbor Advisors, Llc
|
|
|
|
|
|
FDIS - FIDELITY COVINGTON TRUST - Fidelity MSCI Consumer Discretionary Index ETF
|
|
|
|
|
|
Artisan Partners Limited Partnership
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
|
|
|
|
|
EPG Wealth Management LLC
|
|
|
|
|
|
Blume Capital Management, Inc.
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
Bank of New Hampshire
|
|
|
|
|
|
Mn Services Vermogensbeheer B.V.
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
Cacti Asset Management Llc
|
|
|
|
|
|
Delta Asset Management Llc/tn
|
|
|
|
|
|
Tounjian Advisory Partners, Llc
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
Sapient Capital Llc
|
|
|
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
|
|
|
|
|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
CBIZ Investment Advisory Services, LLC
|
|
|
|
|
|
Focus Financial Network, Inc.
|
|
|
|
|
|
Archer Investment Corp
|
|
|
|
|
|
Financial Freedom, LLC
|
|
|
|
|
|
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
|
|
|
|
|
Kestra Investment Management, LLC
|
|
|
|
|
|
Avanza Fonder AB
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
GABVX - Gabelli Value 25 Fund Inc - The Gabelli Value 25 Fund Inc. Class A
|
|
|
|
|
|
Williams Jones Wealth Management, LLC.
|
|
|
|
|
|
Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
|
|
|
|
|
B. Metzler seel. Sohn & Co. AG
|
|
|
|
|
|
Cantor Fitzgerald Investment Adviser L.p.
|
|
|
|
|
|
AUXAX - FORUM FUNDS - Auxier Focus Fund A Shares
|
|
|
|
|
|
WestEnd Advisors, LLC
|
|
|
|
|
|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
|
|
|
|
|
Naples Global Advisors, Llc
|
|
|
|
|
|
Hazlett, Burt & Watson, Inc.
|
|
|
|
|
|
Nixon Peabody Trust Co
|
|
|
|
|
|
FLQM - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Mid Cap Equity ETF
|
|
|
|
|
|
FRG Family Wealth Advisors LLC
|
|
|
|
|
|
EICVX - FundVantage Trust - EIC Value Fund Class A
|
|
|
|
|
|
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
Silvercrest Asset Management Group Llc
|
|
|
|
|
|
Harbour Trust & Investment Management Co
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
Fairscale Capital, LLC
|
|
|
|
|
|
DIVP - Advisors' Inner Circle Fund II - Cullen Enhanced Equity Income ETF
|
|
|
|
|
|
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
|
|
|
|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
|
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|
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
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|
|
IFM Investors Pty Ltd
|
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|
Unified Investment Management
|
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|
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|
|
New Age Alpha Advisors, LLC
|
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|
Financial Management Professionals, Inc.
|
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|
Sigma Planning Corp
|
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|
Cullen/frost Bankers, Inc.
|
|
|
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|
SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund
|
|
|
|
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|
Jamison Private Wealth Management, Inc.
|
|
|
|
|
|
Hills Bank & Trust Co
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
|
|
|
|
|
|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
|
|
|
|
|
Miller Investment Management, LP
|
|
|
|
|
|
Sound View Wealth Advisors Group, LLC
|
|
|
|
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|
Midwest Trust Co
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
Legacy Capital Wealth Partners, LLC
|
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|
|
|
|
Canada Pension Plan Investment Board
|
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|
|
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|
Goldman Sachs Group Inc
|
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|
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|
Rnc Capital Management Llc
|
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|
American National Bank
|
|
|
|
|
|
Harvest Investment Advisors, LLC
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
FXD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Discretionary AlphaDEX Fund
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
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|
|
|
|
Diversified Trust Co
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
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|
Parkside Financial Bank & Trust
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
STXV - EA Series Trust - Strive 1000 Value ETF
|
|
|
|
|
|
Schwartz Investment Counsel Inc
|
|
|
|
|
|
LMG Wealth Partners, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
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|
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A
|
|
|
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|
Pacific Center for Financial Services
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
|
|
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|
Mather Group, Llc.
|
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|
|
|
|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
|
|
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|
Rafferty Asset Management, LLC
|
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|
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|
Voya Financial Advisors, Inc.
|
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|
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF
|
|
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|
State Of Michigan Retirement System
|
|
|
|
|
|
PCGRX - Victory Portfolios IV - Victory Pioneer Mid Cap Value Fund Class A
|
|
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|
Bull Street Advisors, LLC
|
|
|
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|
Maryland State Retirement & Pension System
|
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|
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|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
|
|
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|
Bahl & Gaynor Inc
|
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|
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|
Patron Partners Advisors, Llc
|
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|
Nilsine Partners, LLC
|
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|
Guardian Wealth Advisors, LLC
|
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|
|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
|
|
|
|
|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
|
|
|
|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
|
|
|
|
|
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Value Fund Standard Class
|
|
|
|
|
|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
Welch Group, LLC
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
Westhampton Capital, LLC
|
|
|
|
|
|
Richard W. Paul & Associates, LLC
|
|
|
|
|
|
Mission Creek Capital Partners, Inc.
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
Romano Brothers And Company
|
|
|
|
|
|
CDL - Victory Portfolios II - VictoryShares US Large Cap High Div Volatility Wtd ETF
|
|
|
|
|
|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
|
|
|
|
Tsfg, Llc
|
|
|
|
|
|
Meiji Yasuda Asset Management Co Ltd.
|
|
|
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|
|
Glenview Trust Co
|
|
|
|
|
|
Old Point Trust & Financial Services N A
|
|
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|
|
Asset Management One Co., Ltd.
|
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|
|
Beacon Financial Group
|
|
|
|
|
|
Real Talk Capital, LLC
|
|
|
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
|
|
|
|
|
|
DBALX - WILLIAMSBURG INVESTMENT TRUST - Davenport Balanced Income Fund
|
|
|
|
|
|
Headinvest, Llc
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
|
Commerzbank Aktiengesellschaft /fi
|
|
|
|
|
|
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
|
|
|
|
|
Kcm Investment Advisors Llc
|
|
|
|
|
|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
|
|
|
|
Gsa Capital Partners Llp
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
|
UCC - PROSHARES TRUST - ProShares Ultra Consumer Services
|
|
|
|
|
|
North Capital, Inc.
|
|
|
|
|
|
Meeder Asset Management Inc
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
|
|
|
|
|
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund
|
|
|
|
|
|
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund
|
|
|
|
|
|
Hamilton Point Investment Advisors, LLC
|
|
|
|
|
|
Summit Financial Wealth Advisors, LLC
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
Pathway Financial Advisers, LLC
|
|
|
|
|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
|
|
|
ESGIX - VALUED ADVISERS TRUST - Dana Epiphany ESG Equity Fund Institutional Class Shares
|
|
|
|
|
|
Keystone Financial Planning, Inc.
|
|
|
|
|
|
HORAN Wealth, LLC
|
|
|
|
|
|
Howard Hughes Medical Institute
|
|
|
|
|
|
Nordea Investment Management Ab
|
|
|
|
|
|
IPFCX - ADVISORS SERIES TRUST - Poplar Forest Cornerstone Fund Investor Class
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
Deseret Mutual Benefit Administrators
|
|
|
|
|
|
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Retailing Fund Variable Annuity
|
|
|
|
|
|
Quest 10 Wealth Builders, Inc.
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
Lebenthal Global Advisors, LLC
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
Welch & Forbes Llc
|
|
|
|
|
|
Sarver Vrooman Wealth Advisors
|
|
|
|
|
|
MNDFX - MANNING & NAPIER FUND, INC. - Disciplined Value Series Class I
|
|
|
|
|
|
Gabelli Funds Llc
|
|
|
|
|
|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
Public Sector Pension Investment Board
|
|
|
|
|
|
BVSIX - FORUM FUNDS II - Baywood SociallyResponsible Fund Institutional Shares
|
|
|
|
|
|
MDDAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Diversified Value Fund Class A
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
Eads & Heald Wealth Management
|
|
|
|
|
|
Rockline Wealth Management, LLC
|
|
|
|
|
|
VWNDX - VANGUARD WINDSOR FUNDS - Vanguard Windsor Fund Investor Shares
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
|
|
|
|
|
|
Olistico Wealth, LLC
|
|
|
|
|
|
Argent Trust Co
|
|
|
|
|
|
Eisler Capital Management Ltd.
|
|
|
|
|
|
Aegis Wealth Management LLC
|
|
|
|
|
|
Arete Wealth Advisors, LLC
|
|
|
|
|
|
First Hawaiian Bank
|
|
|
|
|
|
Hartford Financial Management Inc.
|
|
|
|
|
|
Albion Financial Group /ut
|
|
|
|
|
|
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
|
|
|
|
|
Oversea-Chinese Banking CORP Ltd
|
|
|
|
|
|
Wulff, Hansen & Co.
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
Silver Lake Advisory, LLC
|
|
|
|
|
|
Hummer Financial Advisory Services Inc
|
|
|
|
|
|
Fiduciary Family Office, Llc
|
|
|
|
|
|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
|
|
|
ONEY - SPDR SERIES TRUST - SPDR Russell 1000 Yield Focus ETF
|
|
|
|
|
|
Pflug Koory, LLC
|
|
|
|
|
|
Axxcess Wealth Management, Llc
|
|
|
|
|
|
EQRR - PROSHARES TRUST - ProShares Equities for Rising Rates ETF
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
Eastern Bank
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
|
|
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
Advisory Alpha, LLC
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
ForthRight Wealth Management, LLC
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
AVMC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Equity ETF
|
|
|
|
|
|
Pin Oak Investment Advisors Inc
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
|
|
|
|
|
Marino, Stram & Associates Llc
|
|
|
|
|
|
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund
|
|
|
|
|
|
CYPIX - Profunds - Consumer Services Ultrasector Profund Investor Class
|
|
|
|
|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
|
|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
RYRIX - RYDEX SERIES FUNDS - Retailing Fund Investor Class
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
|
|
|
|
Quintet Private Bank (Europe) S.A.
|
|
|
|
|
|
Formidable Asset Management, LLC
|
|
|
|
|
|
State of Wyoming
|
|
|
|
|
|
Continuum Advisory, LLC
|
|
|
|
|
|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
|
|
|
|
|
Haverford Trust Co
|
|
|
|
|
|
Trust Co Of Toledo Na /oh/
|
|
|
|
|
|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
|
|
|
|
|
Costello Asset Management, INC
|
|
|
|
|
|
Laurel Wealth Advisors LLC
|
|
|
|
|
|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
|
Quarry LP
|
|
|
|
|
|
RYZAX - RYDEX SERIES FUNDS - S&P 500 Pure Value Fund Class H
|
|
|
|
|
|
Truvestments Capital Llc
|
|
|
|
|
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
|
|
|
|
|
Gabelli Equity Trust Inc
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
Proficio Capital Partners LLC
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
V-Square Quantitative Management LLC
|
|
|
|
|
|
Chilton Capital Management Llc
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
Mufg Securities Americas Inc.
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
Wsfs Capital Management, Llc
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
waypoint wealth counsel
|
|
|
|
|
|
Financial Advisors Network, Inc.
|
|
|
|
|
|
Rodgers Brothers Inc.
|
|
|
|
|
|
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
|
|
|
|
|
|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
|
|
|
Metis Global Partners, LLC
|
|
|
|
|
|
Summit Financial, LLC
|
|
|
|
|
|
JNVIX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Value Fund - I Shares
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
Berkeley Capital Partners, LLC
|
|
|
|
|
|
West Paces Advisors Inc.
|
|
|
|
|
|
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
|
|
|
|
|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
|
|
|
|
|
First Affirmative Financial Network
|
|
|
|
|
|
BVPIX - FORUM FUNDS II - Baywood ValuePlus Fund Institutional Shares
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
Equity Investment Corp
|
|
|
|
|
|
FIL Ltd
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
Clear Harbor Asset Management, LLC
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
|
River Road Asset Management, LLC
|
|
|
|
|
|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
|
|
|
|
Heritage Wealth Advisors
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
CHTTX - AMG Funds IV - AMG Managers Fairpointe Mid Cap Fund CLASS N SHARES
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF
|
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|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
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|
Sanibel Captiva Trust Company, Inc.
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|
Pnc Financial Services Group, Inc.
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QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares
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|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
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DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
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|
Resources Investment Advisors, LLC.
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Czech National Bank
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HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
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Holderness Investments Co
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BankPlus Trust Department
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ARTQX - ARTISAN PARTNERS FUNDS INC - Artisan Mid Cap Value Fund Investor Shares
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State Street Corp
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Stack Financial Management, Inc
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DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
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Central Pacific Bank - Trust Division
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Mizuho Securities Usa Llc
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Healthcare Of Ontario Pension Plan Trust Fund
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
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South Plains Financial, Inc.
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CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF
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Hilltop Holdings Inc.
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Harris Oakmark ETF Trust - Oakmark U.S. Large Cap ETF
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AVMV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Value ETF
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SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
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John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
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Old Republic International Corp
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Meeder Advisory Services, Inc.
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Bank Of Montreal /can/
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Cornerstone Planning, LLC
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DGEFX - Brinker Capital Destinations Trust - Destinations Equity Income Fund Class I
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HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
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Manchester Capital Management LLC
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Fruth Investment Management
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MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
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SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
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TrueMark Investments, LLC
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LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
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Salomon & Ludwin, LLC
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Wood Tarver Financial Group, LLC
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Bill Few Associates, Inc.
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Buttonwood Financial Advisors Inc.
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CCOR - Listed Funds Trust - Core Alternative ETF
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CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
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Synergy Financial Group, LTD
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CFS Investment Advisory Services, LLC
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Daiwa Securities Group Inc.
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ORG Wealth Partners, LLC
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KNG - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Cboe Vest S&P 500 Dividend Aristocrats Target Income ETF
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J2 Capital Management Inc
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Investment Management Corp of Ontario
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RVRB - ADVISORS SERIES TRUST - Reverb ETF
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Azimuth Capital Investment Management LLC
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SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
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SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
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TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
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Moisand Fitzgerald Tamayo, LLC
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SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
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Kinloch Capital, LLC
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CDC - Victory Portfolios II - VictoryShares US EQ Income Enhanced Volatility Wtd ETF
|
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IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
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SPUS - Tidal ETF Trust - SP Funds S&P 500 Sharia Industry Exclusions ETF
|
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TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
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Resources Management Corp /ct/ /adv
|
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Strs Ohio
|
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USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
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Ellsworth Advisors, LLC
|
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|
AXMNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Mid Cap Multi-Style Fund Acclivity Mid Cap Multi-Style N Shares
|
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|
Brown, Lisle/cummings, Inc.
|
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Bank Of America Corp /de/
|
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|
FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund
|
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|
Retirement Systems of Alabama
|
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|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
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|
Fiduciary Financial Group, Llc
|
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|
IMC-Chicago, LLC
|
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|
Summit X, LLC
|
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QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
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|
RAA - ETF Opportunities Trust - SMI 3Fourteen Real Asset Allocation ETF SMI 3Fourteen REAL Asset Allocation ETF
|
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|
Wealth Alliance
|
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|
NEFSX - Natixis Funds Trust I - Natixis U.S. Equity Opportunities Fund Class A
|
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GATEX - Gateway Trust - Gateway Fund Class A Shares
|
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|
LBWAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Diversified US Large Cap Value Fund Class A
|
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|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
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|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
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|
|
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
|
|
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|
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
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|
State Board Of Administration Of Florida Retirement System
|
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|
|
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|
RIMHX - CITY NATIONAL ROCHDALE FUNDS - City National Rochdale Dividend & Income Fund Class N
|
|
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|
|
|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
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|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
Spdr S&p 500 Etf Trust
|
|
|
|
|
|
Great Lakes Retirement, Inc.
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
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|
Allred Capital Management, LLC
|
|
|
|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
Pensionfund Sabic
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
Centerpoint Advisors, LLC
|
|
|
|
|
|
BIP Wealth, LLC
|
|
|
|
|
|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
Gitterman Wealth Management, LLC
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
|
|
|
|
Parallax Volatility Advisers, L.P.
|
|
|
|
|
|
Oppenheimer Asset Management Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
|
|
|
TOCQX - TOCQUEVILLE TRUST - The Tocqueville Fund
|
|
|
|
|
|
Northwest & Ethical Investments L.P.
|
|
|
|
|
|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
Adviser Investments LLC
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
Jensen Investment Management Inc
|
|
|
|
|
|
Elevation Series Trust - The Opal Dividend Income ETF
|
|
|
|
|
|
SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF
|
|
|
|
|
|
Aspire Private Capital, LLC
|
|
|
|
|
|
Cypress Wealth Services, LLC
|
|
|
|
|
|
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A
|
|
|
|
|
|
Rocky Mountain Advisers, Llc
|
|
|
|
|
|
West Oak Capital, LLC
|
|
|
|
|
|
Leibman Financial Services, Inc.
|
|
|
|
|
|
Profund Advisors Llc
|
|
|
|
|
|
Telos Capital Management, Inc.
|
|
|
|
|
|
Oakworth Capital, Inc.
|
|
|
|
|
|
LOM Asset Management Ltd
|
|
|
|
|
|
Boston Trust Walden Corp
|
|
|
|
|
|
Boston Research & Management Inc
|
|
|
|
|
|
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
|
|
|
|
|
Institutional Investment Strategy Fund
|
|
|
|
|
|
Fairvoy Private Wealth, LLC
|
|
|
|
|
|
CWA Asset Management Group, LLC
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
Prentiss Smith & Co Inc
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
Brighthouse Funds Trust II - Brighthouse/Artisan Mid Cap Value Portfolio Class A
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares
|
|
|
|
|
|
BLES - Northern Lights Fund Trust IV - Inspire Global Hope ETF
|
|
|
|
|
|
Saturna Capital CORP
|
|
|
|
|
|
NOSIX - Northern Funds - Northern Stock Index Fund
|
|
|
|
|
|
CAPROCK Group, Inc.
|
|
|
|
|
|
FDx Advisors, Inc.
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
|
|
|
|
Mork Capital Management, LLC
|
|
|
|
|
|
STRV - EA Series Trust - Strive 500 ETF
|
|
|
|
|
|
Abn Amro Investment Solutions
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
Mendel Money Management
|
|
|
|
|
|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Morton Community Bank
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
Coston, McIsaac & Partners
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
Bollard Group LLC
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
Sentry Investment Management Llc
|
|
|
|
|
|
Hilltop National Bank
|
|
|
|
|
|
Applied Capital LLC/FL
|
|
|
|
|
|
Aviva Plc
|
|
|
|
|
|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
|
|
|
|
|
MAGA - ETF Series Solutions - Point Bridge GOP Stock Tracker ETF
|
|
|
|
|
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
|
|
|
|
|
ACEIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equity And Income Fund Class A
|
|
|
|
|
|
Nations Financial Group Inc, /ia/ /adv
|
|
|
|
|
|
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
Gabelli Dividend & Income Trust
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
Parvin Asset Management, LLC
|
|
|
|
|
|
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
Wesbanco Bank Inc
|
|
|
|
|
|
M&G Plc
|
|
|
|
|
|
NXTV - Simplify Exchange Traded Funds - Simplify Next Intangible Value Index ETF
|
|
|
|
|
|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
|
|
|
Stock Yards Bank & Trust Co
|
|
|
|
|
|
DoubleLine ETF Adviser LP
|
|
|
|
|
|
CBOE Vest Financial, LLC
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
Sage Mountain Advisors LLC
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
Capital A Wealth Management, LLC
|
|
|
|
|
|
Mesirow Financial Investment Management, Inc.
|
|
|
|
|
|
Woodline Partners LP
|
|
|
|
|
|
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
|
|
|
Garde Capital, Inc.
|
|
|
|
|
|
IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I
|
|
|
|
|
|
iA Global Asset Management Inc.
|
|
|
|
|
|
Parr Mcknight Wealth Management Group, Llc
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Growth And Income Fund Series I
|
|
|
|
|
|
Unigestion Holding SA
|
|
|
|
|
|
Dana Investment Advisors, Inc.
|
|
|
|
|
|
DDVAX - Delaware Group Equity Funds Ii - Delaware Value Fund Class A
|
|
|
|
|
|
Bradley Foster & Sargent Inc/ct
|
|
|
|
|
|
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
|
|
|
|
|
Gallagher Fiduciary Advisors, LLC
|
|
|
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
|
|
|
|
|
|
Banque Cantonale Vaudoise
|
|
|
|
|
|
FDV - Federated Hermes ETF Trust - Federated Hermes U.S. Strategic Dividend ETF
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
APG Asset Management N.V.
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
Axa S.a.
|
|
|
|
|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
Briaud Financial Planning, Inc
|
|
|
|
|
|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
|
|
|
CHICAGO TRUST Co NA
|
|
|
|
|
|
IVE - iSHARES TRUST - iShares S&P 500 Value ETF
|
|
|
|
|
|
IYC - iSHARES TRUST - iShares U.S. Consumer Services ETF
|
|
|
|
|
|
Buckingham Strategic Partners
|
|
|
|
|
|
WBIF - Absolute Shares Trust - WBI BullBear Value 3000 ETF
|
|
|
|
|
|
FSAVX - FIDELITY SELECT PORTFOLIOS - Automotive Portfolio
|
|
|
|
|
|
CNB Bank
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
|
|
|
|
SRIGX - Gabelli ESG Fund, Inc. - Gabelli ESG Fund, Inc. Class AAA
|
|
|
|
|
|
Atlas Capital Advisors Llc
|
|
|
|
|
|
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
|
|
|
|
|
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
|
|
|
|
|
Tiemann Investment Advisors, Llc
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
|
|
|
|
PAPI - Morgan Stanley ETF Trust - Parametric Equity Premium Income ETF
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A
|
|
|
|
|
|
C2C Wealth Management, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
|
|
|
|
Western Wealth Management, LLC
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
|
|
|
|
|
VELA Funds - VELA Income Opportunities Fund Class A
|
|
|
|
|
|
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
|
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|
|
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|
Mission Wealth Management, Lp
|
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|
American Capital Advisory, LLC
|
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XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
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|
Maverick Capital Ltd
|
|
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|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
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|
Highline Wealth Partners Llc
|
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|
Botty Investors LLC
|
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|
Tanglewood Legacy Advisors, LLC
|
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|
North Dallas Bank & Trust Co
|
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|
Dorsey & Whitney Trust CO LLC
|
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LifeWealth Investments, LLC
|
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|
Ronald Blue Trust, Inc.
|
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|
|
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|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
|
|
|
|
Mid-American Wealth Advisory Group, Inc.
|
|
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|
Principia Wealth Advisory, LLC
|
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|
State of Alaska, Department of Revenue
|
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Royal London Asset Management Ltd
|
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Proathlete Wealth Management Llc
|
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Comerica Bank
|
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|
Union Savings Bank
|
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BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES
|
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|
Onefund, Llc
|
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DMKC Advisory Services, LLC
|
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VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares
|
|
|
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|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
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|
New Mexico Educational Retirement Board
|
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Strategic Wealth Partners, Ltd.
|
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U.S. Capital Wealth Advisors, LLC
|
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|
Kentucky Retirement Systems
|
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|
Country Club Bank /gfn
|
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Spire Wealth Management
|
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|
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|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A
|
|
|
|
|
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BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
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|
Baird Financial Group, Inc.
|
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VELA Investment Management, LLC
|
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ACGIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Growth And Income Fund Class A
|
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Umb Bank N A/mo
|
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Midwest Professional Planners, LTD.
|
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Verity & Verity, LLC
|
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Insigneo Advisory Services, Llc
|
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WAMFX - BOSTON TRUST WALDEN FUNDS - Walden Midcap Fund
|
|
|
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|
Cresset Asset Management, LLC
|
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TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF
|
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|
Allspring Global Investments Holdings, LLC
|
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|
Equitable Holdings, Inc.
|
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Simmons Bank
|
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TPHE - TIMOTHY PLAN - Timothy Plan High Dividend Stock Enhanced ETF
|
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|
California Public Employees Retirement System
|
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|
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Prudential Financial Inc
|
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WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
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|
Taylor Financial Group, Inc.
|
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Ivy Variable Insurance Portfolios - Ivy VIP Value Class II
|
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|
PFG Investments, LLC
|
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Harbor Investment Advisory, Llc
|
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DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
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|
Iron Horse Wealth Management, LLC
|
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|
|
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BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional
|
|
|
|
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|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
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|
LVPIX - Profunds - Large-cap Value Profund Investor Class
|
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|
Ameriflex Group, Inc.
|
|
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Alliance Wealth Advisors, LLC
|
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GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA WORLD EQUITY INCOME SERIES
|
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|
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|
|
MNHCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Maximum Term Series Class L
|
|
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|
Bradley & Co. Private Wealth Management, LLC
|
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|
Heritage Trust Co
|
|
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|
Alps Advisors Inc
|
|
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|
SPGP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 GARP ETF
|
|
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|
SageView Advisory Group, LLC
|
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|
ProVise Management Group, LLC
|
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|
Integrated Advisors Network LLC
|
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Voya Investment Management Llc
|
|
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|
Skandinaviska Enskilda Banken AB (publ)
|
|
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USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF
|
|
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|
Delta Global Management LP
|
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|
Allworth Financial LP
|
|
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|
Signature Resources Capital Management, LLC
|
|
|
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|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
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|
|
City Holding Co
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
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|
Siemens Fonds Invest GmbH
|
|
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|
|
|
Consolidated Planning Corp
|
|
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|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
Quadcap Wealth Management, LLC
|
|
|
|
|
|
Coppell Advisory Solutions LLC
|
|
|
|
|
|
Fisher Asset Management, LLC
|
|
|
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|
|
Kingswood Wealth Advisors, Llc
|
|
|
|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
|
|
|
|
|
Capital Square, LLC
|
|
|
|
|
|
Gateway Investment Advisers Llc
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
WISEX - AZZAD FUNDS - Azzad Wise Capital Fund
|
|
|
|
|
|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
BLPIX - Profunds - Bull Profund Investor Class
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
|
|
|
|
Pring Turner Capital Group Inc
|
|
|
|
|
|
STNC - HENNESSY FUNDS TRUST - Hennessy Stance ESG Large Cap ETF
|
|
|
|
|
|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
|
|
|
|
Hgk Asset Management Inc
|
|
|
|
|
|
GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF
|
|
|
|
|
|
Barnes Dennig Private Wealth Management LLC
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
|
|
|
|
Kuhn & Co Investment Counsel
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Centennial Bank/AR/
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
|
|
Sawyer & Company, Inc
|
|
|
|
|
|
Point72 Hong Kong Ltd
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
Virtu Financial LLC
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
|
|
|
|
|
|
Evolution Wealth Management Inc.
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
|
|
Empirical Finance, LLC
|
|
|
|
|
|
PY - Principal Exchange-Traded Funds - Principal Shareholder Yield Index ETF
|
|
|
|
|
|
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
Profunds - Profund Vp Ultrabull
|
|
|
|
|
|
Mizuho Markets Americas Llc
|
|
|
|
|
|
Drucker Wealth 3.0, LLC
|
|
|
|
|
|
Plante Moran Financial Advisors, LLC
|
|
|
|
|
|
Greenfield Savings Bank
|
|
|
|
|
|
BlackRock ETF Trust - Blackrock Future U.S. Themes ETF
|
|
|
|
|
|
Westpac Banking Corp
|
|
|
|
|
|
JOPPX - JOHNSON MUTUAL FUNDS TRUST - Johnson Opportunity Fund
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
Clearbridge Investments, LLC
|
|
|
|
|
|
Northside Capital Management, LLC
|
|
|
|
|
|
LongView Wealth Management
|
|
|
|
|
|
Weik Capital Management
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
CWM Advisors, LLC
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
Eaton Vance Tax-managed Buy-write Opportunities Fund
|
|
|
|
|
|
Cornerstone Wealth Group, LLC
|
|
|
|
|
|
Vontobel Holding Ltd.
|
|
|
|
|
|
SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
National Asset Management, Inc.
|
|
|
|
|
|
Willis Investment Counsel
|
|
|
|
|
|
Vaughan David Investments Inc/il
|
|
|
|
|
|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
|
|
|
Clarity Asset Management, Inc.
|
|
|
|
|
|
NEOS Investment Management LLC
|
|
|
|
|
|
Horizon Financial Services, Llc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Wealth Builder Fund Standard Class
|
|
|
|
|
|
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF
|
|
|
|
|
|
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
|
|
|
|
|
|
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
Allied Investment Advisors, LLC
|
|
|
|
|
|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
|
|
|
VEGN - ETF Series Solutions - US Vegan Climate ETF
|
|
|
|
|
|
Choate Investment Advisors
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
|
|
|
AllSquare Wealth Management LLC
|
|
|
|
|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
Landscape Capital Management, L.l.c.
|
|
|
|
|
|
BXM Wealth LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
|
|
BSW Wealth Partners
|
|
|
|
|
|
Proffitt & Goodson Inc
|
|
|
|
|
|
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class
|
|
|
|
|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
|
|
|
Hartford Investment Management Co
|
|
|
|
|
|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
TL Private Wealth
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
ASR Vermogensbeheer N.V.
|
|
|
|
|
|
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
|
|
|
|
|
|
Twin Capital Management Inc
|
|
|
|
|
|
Engineers Gate Manager LP
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA World Equity Income Fund Class P
|
|
|
|
|
|
Pallas Capital Advisors LLC
|
|
|
|
|
|
Assenagon Asset Management S.A.
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
Fourth Dimension Wealth, LLC
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
|
|
|
|
Chicago Partners Investment Group LLC
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
Pinkerton Retirement Specialists, LLC
|
|
|
|
|
|
TruNorth Capital Management, LLC
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
First United Bank Trust/
|
|
|
|
|
|
Probity Advisors, Inc.
|
|
|
|
|
|
JIAFX - John Hancock Funds II - Income Allocation Fund Class A
|
|
|
|
|
|
Ostrum Asset Management
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
Financial Advocates Investment Management
|
|
|
|
|
|
STXD - EA Series Trust - Strive 1000 Dividend Growth ETF
|
|
|
|
|
|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
|
|
|
|
|
Natixis
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
DRIPX - MP63 FUND INC - MP63 Fund
|
|
|
|
|
|
Charter Trust Co
|
|
|
|
|
|
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
Conning Inc.
|
|
|
|
|
|
Goodman Advisory Group, LLC
|
|
|
|
|
|
First National Trust Co
|
|
|
|
|
|
Hanson & Doremus Investment Management
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
PISYX - Victory Portfolios IV - Victory Pioneer Intrinsic Value Fund Class Y
|
|
|
|
|
|
TEQIX - Franklin Mutual Series Funds - Franklin Mutual Quest Fund Class A
|
|
|
|
|
|
Royce & Associates Lp
|
|
|
|
|
|
Brandywine Global Investment Management, LLC
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
|
|
|
|
|
LGT Financial Advisors LLC
|
|
|
|
|
|
Main Street Financial Solutions, LLC
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
Financiere des Professionnels - Fonds d,investissement inc.
|
|
|
|
|
|
CDGCX - Unified Series Trust - Crawford Dividend Growth Fund - Class C
|
|
|
|
|
|
Wilkins Investment Counsel Inc
|
|
|
|
|
|
RXI - iSHARES TRUST - iShares Global Consumer Discretionary ETF
|
|
|
|
|
|
Rakuten Securities, Inc.
|
|
|
|
|
|
Arrowstreet Capital, Limited Partnership
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
Meyer Handelman Co
|
|
|
|
|
|
VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
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Asset Advisors Investment Management, LLC
|
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|
Montag A & Associates Inc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Legg Mason BW Large Cap Value Portfolio Class 1
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
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|
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|
Stolper Co
|
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|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
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|
|
Smithfield Trust Co
|
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|
WPG Advisers, LLC
|
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|
Buck Wealth Strategies, LLC
|
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|
Forbes J M & Co Llp
|
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|
Synovus Financial Corp
|
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|
We Are One Seven, LLC
|
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|
Teachers Retirement System Of The State Of Kentucky
|
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|
Evermay Wealth Management Llc
|
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|
Quantinno Capital Management LP
|
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Fmr Llc
|
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TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
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|
Hendershot Investments Inc.
|
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HMS Capital Management, LLC
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BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
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|
Swiss National Bank
|
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|
Navellier & Associates Inc
|
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MML Series Investment Fund II - MML Equity Fund Initial Class
|
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|
Atticus Wealth Management, Llc
|
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|
Kessler Investment Group, LLC
|
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|
Columbia Asset Management
|
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|
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
|
|
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|
Signaturefd, Llc
|
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|
|
|
|
JEQIX - JOHNSON MUTUAL FUNDS TRUST - Johnson Equity Income Fund
|
|
|
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|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
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|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equity And Income Fund Series I
|
|
|
|
|
|
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
|
|
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|
Stonegate Investment Group, LLC
|
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|
Susquehanna International Group, Llp
|
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|
Securian Asset Management, Inc
|
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MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
|
|
|
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|
NOBL - PROSHARES TRUST - ProShares S&P 500 Dividend Aristocrats ETF
|
|
|
|
|
|
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
|
|
|
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|
|
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
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|
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A)
|
|
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|
Ullmann Financial Group, Inc.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
|
|
|
|
|
|
BTSMX - BOSTON TRUST WALDEN FUNDS - Boston Trust SMID Cap Fund
|
|
|
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|
NUMV - Nushares ETF Trust - Nuveen ESG Mid-Cap Value ETF
|
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|
Mutual Of America Capital Management Llc
|
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|
Nvwm, Llc
|
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|
Nomura Asset Management Co Ltd
|
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Twinbeech Capital Lp
|
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Ritter Daniher Financial Advisory LLC / DE
|
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Tompkins Financial Corp
|
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ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
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|
Capital Advisors, Ltd. LLC
|
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|
Anchor Capital Advisors Llc
|
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|
Advisory Services Network, LLC
|
|
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|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
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|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
PENN SERIES FUNDS INC - Index 500 Fund
|
|
|
|
|
|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
|
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|
|
|
Court Place Advisors, LLC
|
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|
Bragg Financial Advisors, Inc
|
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|
Principal Securities, Inc.
|
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|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
Acropolis Investment Management, LLC
|
|
|
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|
|
Avidian Wealth Solutions, LLC
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
Guggenheim Strategic Opportunities Fund
|
|
|
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|
Forum Financial Management, LP
|
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|
Hutner Capital Management Inc
|
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|
Kentucky Trust Co
|
|
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|
SJS Investment Consulting Inc.
|
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|
Versant Capital Management, Inc
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A
|
|
|
|
|
|
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
McIlrath & Eck, LLC
|
|
|
|
|
|
Equitable Trust Co
|
|
|
|
|
|
PEQIX - PIONEER EQUITY INCOME FUND - Pioneer Equity Income Fund : Class A
|
|
|
|
|
|
Beacon Capital Management, LLC
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
|
|
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
|
|
Old North State Trust, LLC
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
ISAM Funds (UK) Ltd
|
|
|
|
|
|
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K
|
|
|
|
|
|
KNGAX - World Funds Trust - CBOE Vest S&P 500 Dividend Aristocrats Target Income Fund Class A Shares
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
VMVIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Value Index Fund Investor Shares
|
|
|
|
|
|
Crawford Investment Counsel Inc
|
|
|
|
|
|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
|
|
|
|
Gen-Wealth Partners Inc
|
|
|
|
|
|
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3
|
|
|
|
|
|
Schechter Investment Advisors, LLC
|
|
|
|
|
|
Jacobi Capital Management LLC
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
Capital Investment Advisors, LLC
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
Cibc World Markets Corp
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
|
|
|
|
Peoples Bank /oh
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
Silvant Capital Management LLC
|
|
|
|
|
|
Institute for Wealth Management, LLC.
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
IEDI - iShares U.S. ETF Trust - iShares Evolved U.S. Discretionary Spending ETF
|
|
|
|
|
|
Freestone Grove Partners LP
|
|
|
|
|
|
Distillate Capital Partners LLC
|
|
|
|
|
|
Crescent Sterling, Ltd.
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
Ally Financial Inc.
|
|
|
|
|
|
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
|
|
|
|
|
Pinnacle Bancorp, Inc.
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
Twin City Private Wealth, Llc
|
|
|
|
|
|
Optimist Retirement Group LLC
|
|
|
|
|
|
Sessa Capital IM, L.P.
|
|
|
|
|
|
TPHD - TIMOTHY PLAN - Timothy Plan High Dividend Stock ETF
|
|
|
|
|
|
GAGAX - GAMCO GLOBAL SERIES FUNDS, INC - The Gabelli Global Rising Income and Dividend Fund CLASS A
|
|
|
|
|
|
Cerro Pacific Wealth Advisors LLC
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
Chevy Chase Trust Holdings, Inc.
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
GCAEX - Gabelli Equity Series Funds Inc - The Gabelli Equity Income Fund Class A
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
Blackhawk Capital Partners LLC.
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF
|
|
|
|
|
|
Citizens Financial Group Inc/ri
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
Alpine Total Dynamic Dividend Fund
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
Ransom Advisory, Ltd
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio
|
|
|
|
|
|
Main Street Group, LTD
|
|
|
|
|
|
Bingham Private Wealth, Llc
|
|
|
|
|
|
Enhancing Capital LLC
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
Tredje AP-fonden
|
|
|
|
|
|
FineMark National Bank & Trust
|
|
|
|
|
|
SlateStone Wealth, LLC
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
VVJEX - Voya EQUITY TRUST - Voya VACS Series MCV Fund
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
Southeast Asset Advisors Inc.
|
|
|
|
|
|
CarsonAllaria Wealth Management, Ltd.
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
Clean Yield Group
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
Nbt Bank N A /ny
|
|
|
|
|
|
Profunds - Profund Vp Consumer Services
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
Illinois Municipal Retirement Fund
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
Fayez Sarofim & Co
|
|
|
|
|
|
LBSAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Dividend Income Fund Class A
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
HDGE - AdvisorShares Trust - AdvisorShares Ranger Equity Bear ETF
|
|
|
|
|
|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
|
|
|
|
|
PYA Waltman Capital, LLC
|
|
|
|
|
|
JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF
|
|
|
|
|
|
Azzad Asset Management Inc /adv
|
|
|
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
BTMFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Midcap Fund
|
|
|
|
|
|
La Banque Postale Asset Management SA
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
Blueshift Asset Management, LLC
|
|
|
|
|
|
WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares
|
|
|
|
|
|
AQLT - iSHARES TRUST - iShares MSCI Global Quality Factor ETF
|
|
|
|
|
|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust/Dow Jones Dividend & Income Allocation Portfolio Class I
|
|
|
|
|
|
EKBAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Capital Builder Fund Class A
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
Wealth Preservation Advisors, LLC
|
|
|
|
|
|
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
|
|
|
|
|
Profunds - Profund Vp Bull
|
|
|
|
|
|
Longfellow Investment Management Co Llc
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
Avantax Planning Partners, Inc.
|
|
|
|
|
|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
Pacer Advisors, Inc.
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
|
BI Asset Management Fondsmaeglerselskab A/S
|
|
|
|
|
|
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF
|
|
|
|
|
|
GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class
|
|
|
|
|
|
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF
|
|
|
|
|
|
Red Tortoise LLC
|
|
|
|
|
|
Delta Financial Advisors Llc
|
|
|
|
|
|
PCGRX - PIONEER MID CAP VALUE FUND - Pioneer Mid Cap Value Fund : Class A
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
Northwestern Mutual Investment Management Company, Llc
|
|
|
|
|
|
FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
|
|
|
|
|
|
IJMAX - Voya PARTNERS INC - VY(R) JPMorgan Mid Cap Value Portfolio Class ADV
|
|
|
|
|
|
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F
|
|
|
|
|
|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
|
|
|
|
|
WealthPlan Investment Management, LLC
|
|
|
|
|
|
Marshall & Sterling Wealth Advisors Inc.
|
|
|
|
|
|
International Private Wealth Advisors LLC
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Domestic Equity Portfolio
|
|
|
|
|
|
Prudential Plc
|
|
|
|
|
|
Wd Rutherford Llc
|
|
|
|
|
|
First City Capital Management, Inc.
|
|
|
|
|
|
WealthPLAN Partners, LLC
|
|
|
|
|
|
Employees Retirement System of Texas
|
|
|
|
|
|
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
|
|
|
|
|
|
Raiffeisen Bank International AG
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
IVGAX - Voya INVESTORS TRUST - VY(R) Invesco Growth and Income Portfolio Class ADV
|
|
|
|
|
|
StrongBox Wealth, LLC
|
|
|
|
|
|
HBK Sorce Advisory LLC
|
|
|
|
|
|
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
|
|
|
|
|
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Mid Cap Value Fund Service Class
|
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|
Dodge & Cox
|
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|
Zurich Insurance Group Ltd/FI
|
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EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
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Ossiam
|
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Intech Investment Management Llc
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Swedbank AB
|
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SBI Securities Co., Ltd.
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PFPFX - ADVISORS SERIES TRUST - Poplar Forest Partners Fund Class A
|
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|
OAKBX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Equity and Income Fund Investor Class
|
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Merit Financial Group, LLC
|
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J.w. Cole Advisors, Inc.
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DDIAX - Delaware Group Equity Funds V - Delaware Wealth Builder Fund Class A
|
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Marco Investment Management Llc
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GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
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SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
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NUDV - Nushares ETF Trust - Nuveen ESG Dividend ETF
|
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|
Brighton Jones Llc
|
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|
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C
|
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LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
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KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
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SPDG - SPDR SERIES TRUST - SPDR Portfolio S&P Sector Neutral Dividend ETF
|
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Canada Post Corp Registered Pension Plan
|
|
|
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Jnl Series Trust - Jnl/s&p 4 Fund (a)
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Wealth Enhancement Advisory Services, Llc
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Charles Schwab Investment Management Inc
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Skba Capital Management Llc
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ENHCX - CULLEN FUNDS TRUST - Cullen Enhanced Equity Income Fund Class C
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Verition Fund Management LLC
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Pinnacle West Asset Management, Inc.
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Nissay Asset Management Corp /japan/ /adv
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|
Bokf, Na
|
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GSB Wealth Management, LLC
|
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SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
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|
Sunbelt Securities, Inc.
|
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Joule Financial, LLC
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SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
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|
Thompson Investment Management, Inc.
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Nicholas Hoffman & Company, LLC.
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FVD - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line Dividend Index Fund
|
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|
O'Keefe Stevens Advisory, Inc.
|
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USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
|
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Rahlfs Capital, Llc
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APDWX - ARTISAN PARTNERS FUNDS INC - Artisan Value Income Fund Advisor Shares
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Hm Payson & Co
|
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E. Ohman J:or Asset Management AB
|
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Ubs Asset Management Americas Inc
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PCEQX - Victory Portfolios IV - Victory Pioneer Equity Income Fund Class C
|
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IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
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Korea Investment CORP
|
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PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
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|
Clifford Swan Investment Counsel Llc
|
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|
Brinker Capital Investments, LLC
|
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Financial Network Wealth Management LLC
|
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Alyeska Investment Group, L.P.
|
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DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
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Mechanics Financial Corp
|
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Compass Planning Associates Inc
|
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Cozad Asset Management Inc
|
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SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
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AE Wealth Management LLC
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Boyd Watterson Asset Management Llc/oh
|
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NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
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|
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
|
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|
Divergent Planning, LLC
|
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VSTIX - VALIC Co I - Stock Index Fund
|
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SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund
|
|
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FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
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|
Armis Advisers, LLC
|
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|
WASMX - BOSTON TRUST WALDEN FUNDS - Walden SMID Cap Fund
|
|
|
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|
CENTRAL TRUST Co
|
|
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VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
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|
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|
Asset Dedication, LLC
|
|
|
|
|
|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
|
|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
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|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
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|
FORA Capital, LLC
|
|
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|
Texas Permanent School Fund
|
|
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DVIPX - WILLIAMSBURG INVESTMENT TRUST - Davenport Value & Income Fund
|
|
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|
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|
Caitong International Asset Management Co., Ltd
|
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|
HBW Advisory Services LLC
|
|
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|
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB
|
|
|
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|
Addison Advisors LLC
|
|
|
|
|
|
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
|
|
|
|
|
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A
|
|
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|
Penserra Capital Management LLC
|
|
|
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|
|
New York State Common Retirement Fund
|
|
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|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
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|
MetLife Investment Management, LLC
|
|
|
|
|
|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
|
|
|
|
|
Barlow Wealth Partners, Inc.
|
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|
Nomura Holdings Inc
|
|
|
|
|
|
Fidelity National Financial, Inc.
|
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|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
|
|
|
|
|
Park Place Capital Corp
|
|
|
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
|
|
|
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|
Ethic Inc.
|
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|
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|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
Old Port Advisors
|
|
|
|
|
|
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares
|
|
|
|
|
|
SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
WILLIAMSBURG INVESTMENT TRUST - Davenport Insider Buying Fund
|
|
|
|
|
|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
|
|
|
|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
|
|
|
|
|
MCF Advisors LLC
|
|
|
|
|
|
Linden Thomas Advisory Services, LLC
|
|
|
|
|
|
CHDEX - CULLEN FUNDS TRUST - Cullen High Dividend Equity Fund Retail Class
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
Cary Street Partner Investment Advisory Llc
|
|
|
|
|
|
LGVAX - Legg Mason Global Asset Management Trust - ClearBridge Value Trust Class A
|
|
|
|
|
|
Searle & Co.
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
Rowland & Co Investment Counsel/adv
|
|
|
|
|
|
Westside Investment Management, Inc.
|
|
|
|
|
|
Marks Group Wealth Management, Inc
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
OAKMX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Fund Investor Class
|
|
|
|
|
|
Meriwether Wealth & Planning, LLC
|
|
|
|
|
|
Old National Bancorp /in/
|
|
|
|
|
|
Bank Of Hawaii
|
|
|
|
|
|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
|
|
|
|
Woodley Farra Manion Portfolio Management Inc
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
SDOG - ALPS ETF Trust - ALPS Sector Dividend Dogs ETF
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
Centricity Wealth Management, LLC
|
|
|
|
|
|
TPLE - TIMOTHY PLAN - Timothy Plan US Large/Mid Cap Core Enhanced ETF
|
|
|
|
|
|
Cary Street Partners Financial Llc
|
|
|
|
|
|
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF
|
|
|
|
|
|
JMVSX - JP MORGAN FLEMING MUTUAL FUND GROUP INC - JPMorgan Mid Cap Value Fund Class I
|
|
|
|
|
|
Ashton Thomas Private Wealth, LLC
|
|
|
|
|
|
FTXR - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Nasdaq Transportation ETF
|
|
|
|
|
|
Beach Investment Counsel Inc/pa
|
|
|
|
|
|
Resona Asset Management Co.,Ltd.
|
|
|
|
|
|
MCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Mid Core ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
Interval Partners, LP
|
|
|
|
|
|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
XUDV - Franklin Templeton ETF Trust - Franklin U.S. Dividend Multiplier Index ETF
|
|
|
|
|
|
Millstone Evans Group, LLC
|
|
|
|
|
|
Peapack Gladstone Financial Corp
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
Wealthcare Advisory Partners LLC
|
|
|
|
|
|
Wealthspire Advisors, LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
Horan Securities, Inc.
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
Weaver C. Barksdale & Associates, Inc.
|
|
|
|
|
|
Auxier Asset Management
|
|
|
|
|
|
Hunter Associates Investment Management Llc
|
|
|
|
|
|
Advance Capital Management, Inc.
|
|
|
|
|
|
ExodusPoint Capital Management, LP
|
|
|
|
|
|
IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF
|
|
|
|
|
|
Silicon Valley Capital Partners
|
|
|
|
|
|
Agate Pass Investment Management, LLC
|
|
|
|
|
|
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio
|
|
|
|
|
|
Alpine Global Dynamic Dividend Fund
|
|
|
|
|
|
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund
|
|
|
|
|
|
SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
|
|
|
|
|
Howe & Rusling Inc
|
|
|
|
|
|
Cullinan Associates Inc
|
|
|
|
|
|
Csenge Advisory Group
|
|
|
|
|
|
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
|
|
|
|
|
|
Hudson Bay Capital Management LP
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
Argent Advisors, Inc.
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
PTL - Northern Lights Fund Trust IV - Inspire 500 ETF
|
|
|
|
|
|
Two Sigma Securities, Llc
|
|
|
|
|
|
Pingora Partners LLC
|
|
|
|
|
|
Physicians Financial Services, Inc.
|
|
|
|
|
|
SVAAX - FEDERATED EQUITY FUNDS - Federated Strategic Value Dividend Fund Class A Shares
|
|
|
|
|
|
Manning & Napier Advisors Llc
|
|
|
|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
|
CANTOR SELECT PORTFOLIOS TRUST - Cantor FBP Equity & Dividend Plus Fund Institutional Class
|
|
|
|
|
|
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
Tribune Investment Group LP
|
|
|
|
|
|
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Dividend Opportunity Fund Class 3
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
SDY - SPDR SERIES TRUST - SPDR(R) S&P(R) Dividend ETF
|
|
|
|
|
|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
Armstrong Advisory Group, Inc
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
Paragon Private Wealth Management, LLC
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
|
|
|
|
|
|
KNGZ - FIRST TRUST EXCHANGE-TRADED FUND VI - US Equity Dividend Select ETF
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
Argyle Capital Management Inc.
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
Synergy Financial Management, LLC
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
Brass Tax Wealth Management, Inc
|
|
|
|
|
|
VOLMX - VOLUMETRIC FUND INC - Volumetric Fund
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
Semmax Financial Advisors Inc.
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
Oak Asset Management, LLC
|
|
|
|
|
|
Transce3nd, LLC
|
|
|
|
|
|
Kanawha Capital Management Llc
|
|
|
|
|
|
Adage Capital Partners Gp, L.l.c.
|
|
|
|
|
|
ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A
|
|
|
|
|
|
Benedict Financial Advisors Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
|
|
|
|
|
Pineridge Advisors LLC
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
IMA Wealth, Inc.
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
AVEFX - SCHWARTZ INVESTMENT TRUST - Ave Maria Bond Fund
|
|
|
|
|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
|
|
|
|
HLAL - Listed Funds Trust - Wahed FTSE USA Shariah ETF
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
Poplar Forest Capital LLC
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
|
|
|
|
Humankind Benefit Corp - Humankind US Stock ETF
|
|
|
|
|
|
CVSE - Morgan Stanley ETF Trust - Calvert US Select Equity ETF
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
|
|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
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Stance Capital Llc
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AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
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Ofi Invest Asset Management
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Grandfield & Dodd, Llc
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Private Trust Co Na
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USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF
|
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GW&K Investment Management, LLC
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Malaga Cove Capital, LLC
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Snowden Capital Advisors LLC
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Concord Wealth Partners
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Cranbrook Wealth Management, LLC
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DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF
|
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Camden National Bank
|
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Horizon Investments, LLC
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UniSuper Management Pty Ltd
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Horizon Kinetics Asset Management Llc
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JNL SERIES TRUST - JNL/Mellon Consumer Discretionary Sector Fund (A)
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Horan Capital Advisors, LLC.
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Total Investment Management Inc
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Colonial Trust Advisors
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Greykasell Wealth Strategies, Inc.
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DVY - iSHARES TRUST - iShares Select Dividend ETF
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Marble Harbor Investment Counsel, LLC
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FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
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Bartlett & Co. Wealth Management Llc
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Generali Asset Management SPA SGR
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SWDSX - SCHWAB CAPITAL TRUST - Schwab Dividend Equity Fund
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ARDEX - AMG Funds IV - AMG River Road Dividend All Cap Value Fund CLASS N SHARES
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HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
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Putnam Fl Investment Management Co
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VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
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Silver Coast Investments LLC
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XLY - SELECT SECTOR SPDR TRUST - The Consumer Discretionary Select Sector SPDR Fund
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Burney Co/
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VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
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Binnacle Investments Inc
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SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
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Bruce G. Allen Investments, LLC
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Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
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IDIVX - INTEGRITY FUNDS - Integrity Dividend Harvest Fund , Class A
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Johnson Financial Group, Inc.
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Crossmark Global Holdings, Inc.
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NewEdge Wealth, LLC
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Cullen Capital Management, LLC
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VBCVX - VALIC Co I - Systematic Value Fund
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SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
|
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Moors & Cabot, Inc.
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Zwj Investment Counsel Inc
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CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
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Gabelli Capital Series Funds Inc - Gabelli Capital Asset Fund Class Aaa
|
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EAPDX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Dividend Income Fund Investor Class
|
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Mv Capital Management, Inc.
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Allen Capital Group, LLC
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Coastline Trust Co
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Commerce Bank
|
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MTM Investment Management, LLC
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BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES
|
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Mizuho Securities Usa Llc
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SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
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Lantern Wealth Advisors, LLC
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OWTEX - OLD WESTBURY FUNDS INC - Old Westbury Total Equity Fund
|
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MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF
|
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Lafayette Investments, Inc.
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Xponance, Inc.
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DSTL - ETF Series Solutions - Distillate U.S. Fundamental Stability & Value ETF
|
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Lecap Asset Management Ltd
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CAPE - DoubleLine ETF Trust - DoubleLine Shiller CAPE U.S. Equities ETF
|
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Bangor Savings Bank
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Manufacturers Life Insurance Company, The
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Morgan Stanley
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DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF
|
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Van Eck Associates Corp
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Donaldson Capital Management, Llc
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Gotham Asset Management, LLC
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JNBA Financial Advisors
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Mayfair Advisory Group, LLC
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GLOBALT Investments LLC / GA
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Crews Bank & Trust
|
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Valley National Advisers Inc
|
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Neuberger Berman Group LLC
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SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
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Gw Henssler & Associates Ltd
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Nemes Rush Group LLC
|
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Dudley Capital Management, Llc
|
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Bank of Jackson Hole Trust
|
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|
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio
|
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Butensky & Cohen Financial Security, Inc
|
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|
Bank of New York Mellon Corp
|
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|
Foster Victor Wealth Advisors, LLC
|
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Congress Wealth Management LLC / DE /
|
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ACVF - ETF Opportunities Trust - American Conservative Values ETF
|
|
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|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
SZNE - Pacer Funds Trust - Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF
|
|
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|
|
IFP Advisors, Inc
|
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|
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P
|
|
|
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|
|
Ancora Advisors, LLC
|
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|
Mount Yale Investment Advisors, LLC
|
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|
STAR Financial Bank
|
|
|
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|
|
Perigon Wealth Management, LLC
|
|
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|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
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|
|
Stonebridge Capital Management Inc
|
|
|
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|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
|
|
Meridian Investment Counsel Inc.
|
|
|
|
|
|
Victory Variable Insurance Funds II - Victory Pioneer Mid Cap Value VCT Portfolio Class I
|
|
|
|
|
|
RSPD - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Consumer Discretionary ETF
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
|
|
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
|
RPV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Pure Value ETF
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
|
|
|
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
Revisor Wealth Management LLC
|
|
|
|
|
|
Washington Trust Advisors, Inc.
|
|
|
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|
|
Creative Financial Designs Inc /adv
|
|
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|
|
MFADX - Total Fund Solution - Cromwell Marketfield L/S Fund Investor Class
|
|
|
|
|
|
SeaBridge Investment Advisors LLC
|
|
|
|
|
|
MBOVX - M FUND INC - M Large Cap Value Fund
|
|
|
|
|
|
Rollins Financial Advisors, LLC
|
|
|
|
|
|
ADAVX - Aberdeen Funds - Aberdeen Dynamic Dividend Fund Class A
|
|
|
|
|
|
Farmers National Bank
|
|
|
|
|
|
GEQIX - GLENMEDE FUND INC - Equity Income Portfolio
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
Bank OZK
|
|
|
|
|
|
TD Capital Management LLC
|
|
|
|
|
|
MUFG Securities EMEA plc
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
Fiduciary Group LLC
|
|
|
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
|
|
|
|
|
Twin Tree Management, LP
|
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|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
International Assets Investment Management, Llc
|
|
|
|
|
|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
|
|
|
|
Birch Capital Management, LLC
|
|
|
|
|
|
Redwood Investment Management, Llc
|
|
|
|
|
|
Oarsman Capital, Inc.
|
|
|
|
|
|
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
|
|
|
|
|
Pzena Investment Management Llc
|
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|
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|
|
Great West Life Assurance Co /can/
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
|
|
|
|
|
Foundations Investment Advisors, LLC
|
|
|
|
|
|
Dfa Investment Trust Co - The U.s. Large Cap Value Series
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
ARDGX - ARCHER INVESTMENT SERIES TRUST - Archer Dividend Growth Fund
|
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
|
|
|
|
Integrity Alliance, Llc.
|
|
|
|
|
|
Valmark Advisers, Inc.
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
SCS Capital Management LLC
|
|
|
|
|
|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
|
|
|
|
Lighthouse Investment Partners, LLC
|
|
|
|
|
|
Eaton Vance Tax-managed Buy-write Income Fund
|
|
|
|
|
|
VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Zimmer Partners, LP
|
|
|
|
|
|
Franklin Street Advisors Inc /nc
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
Pinnacle Associates Ltd
|
|
|
|
|
|
FRBSX - Franklin Value Investors Trust - Franklin Mutual U.s. Value Fund Class A
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
|
|
|
|
|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
|
DELAWARE VIP TRUST - Delaware VIP Total Return Series Service
|
|
|
|
|
|
CCMG - EA Series Trust - CCM Global Equity ETF
|
|
|
|
|
|
Transamerica Financial Advisors, Inc.
|
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|
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|
Maryland Capital Advisors Inc.
|
|
|
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|
Cromwell Holdings LLC
|
|
|
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|
AVEDX - SCHWARTZ INVESTMENT TRUST - Ave Maria Rising Dividend Fund
|
|
|
|
|
|
Agf Management Ltd
|
|
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|
Brown Brothers Harriman & Co
|
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|
Atria Investments Llc
|
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|
S&t Bank/pa
|
|
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|
Vise Technologies, Inc.
|
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|
UMA Financial Services, Inc.
|
|
|
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|
|
Westmount Partners, LLC
|
|
|
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|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
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|
Dai-Ichi Life Insurance Company, Ltd
|
|
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|
|
DAVENPORT & Co LLC
|
|
|
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|
|
Harris Associates L P
|
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|
|
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|
VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares
|
|
|
|
|
|
Sovran Advisors, LLC
|
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|
Palisade Asset Management, LLC
|
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|
Kimelman & Baird, LLC
|
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|
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
|
|
|
|
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|
TFG Advisers LLC
|
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|
Jeppson Wealth Management, Llc
|
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|
Bristol John W & Co Inc /ny/
|
|
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|
Invesco, Llc
|
|
|
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|
|
Prospera Financial Services Inc
|
|
|
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|
BCS Private Wealth Management, Inc.
|
|
|
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|
Kennon-Green & Company, LLC
|
|
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|
Gamco Investors, Inc. Et Al
|
|
|
|
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|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
|
|
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|
|
Keebeck Wealth Management, LLC
|
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|
Bank Of Nova Scotia
|
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|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
|
|
|
|
|
Rakuten Investment Management, Inc.
|
|
|
|
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|
SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A
|
|
|
|
|
|
Kornitzer Capital Management Inc /ks
|
|
|
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|
Park National Corp /oh/
|
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|
Orion Capital Management LLC
|
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|
Berkshire Bank
|
|
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|
Missouri Trust & Investment Co
|
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|
Alliancebernstein L.p.
|
|
|
|
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|
Reuter James Wealth Management, Llc
|
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|
|
|
NEFOX - Natixis Funds Trust II - Natixis Oakmark Fund Class A
|
|
|
|
|
|
FTA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Value AlphaDEX Fund
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
Raleigh Capital Management Inc.
|
|
|
|
|
|
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A
|
|
|
|
|
|
INUTX - Columbia Funds Series Trust II - Columbia Dividend Opportunity Fund Class A
|
|
|
|
|
|
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
|
|
|
|
|
Inspire Advisors, LLC
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
Acadian Asset Management Llc
|
|
|
|
|
|
Norinchukin Bank, The
|
|
|
|
|
|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
Citizens National Bank Trust Department
|
|
|
|
|
|
RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
Investors Research Corp
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF
|
|
|
|
|
|
Letson Investment Management, Inc.
|
|
|
|
|
|
AVERX - SCHWARTZ INVESTMENT TRUST - Schwartz Value Focused Fund
|
|
|
|
|
|
Princeton Global Asset Management LLC
|
|
|
|
|
|
Brookstone Capital Management
|
|
|
|
|
|
Caption Management, LLC
|
|
|
|
|
|
First American Bank
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
|
|
|
|
Rogco, Lp
|
|
|
|
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|
Wedge Capital Management L L P/nc
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|
