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Benjamin Edwards Inc
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Thurston, Springer, Miller, Herd & Titak, Inc.
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JPME - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF
|
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Angeles Wealth Management, Llc
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LMR Partners LLP
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Romano Brothers And Company
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ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
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Moneta Group Investment Advisors Llc
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Fortis Group Advisors, LLC
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MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
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Pineridge Advisors LLC
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MBOX - Alpha Architect ETF Trust - Freedom Day Dividend ETF
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Wealthquest Corp
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USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A
|
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Fieldview Capital Management, LLC
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OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio
|
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VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
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CSM - PROSHARES TRUST - ProShares Large Cap Core Plus
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Millennium Management Llc
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MTM Investment Management, LLC
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USS Investment Management Ltd
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MAI Capital Management
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MCF Advisors LLC
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Main Street Group, LTD
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BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
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Versant Capital Management, Inc
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QAACX - Federated MDT Series - Federated MDT All Cap Core Fund Class A Shares
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Proathlete Wealth Management Llc
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ZEGA Investments, LLC
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Dfa Investment Trust Co - The U.s. Large Cap Value Series
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SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
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EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
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Interval Partners, LP
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VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
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Weik Capital Management
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CLARET ASSET MANAGEMENT Corp
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UBS Group AG
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GWM Advisors LLC
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Daiwa Securities Group Inc.
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JustInvest LLC
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Manufacturers Life Insurance Company, The
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Harris Oakmark ETF Trust - Oakmark U.S. Large Cap ETF
|
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Northern Lights Fund Trust IV - Brookstone Value Stock ETF
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SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
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SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
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FTHMX - Capitol Series Trust - FullerThaler Behavioral Mid-Cap Equity Fund Institutional Shares
|
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Tortoise Investment Management, LLC
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Park National Corp /oh/
|
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CGC Financial Services, LLC
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State of Wyoming
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Elevation Series Trust - RiverNorth Patriot ETF
|
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Moody National Bank Trust Division
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Lansforsakringar Fondforvaltning AB (publ)
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Victory Capital Management Inc
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Rhumbline Advisers
|
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Alethea Capital Management, Llc
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Parkside Financial Bank & Trust
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Warren Averett Asset Management, LLC
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Crossmark Global Holdings, Inc.
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Cooper Financial Group
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Alerus Financial Na
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Mengis Capital Management, Inc.
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QDIV - Global X Funds - Global X S&P 500 Quality Dividend ETF
|
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Mufg Securities Americas Inc.
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NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
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RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
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Zhang Financial LLC
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Campbell & CO Investment Adviser LLC
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Meeder Asset Management Inc
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Ag2r La Mondiale Gestion D'actifs
|
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Wolverine Trading, Llc
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MetLife Investment Management, LLC
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Brighton Jones Llc
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BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
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Amundi
|
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MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
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DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
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IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF
|
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Semmax Financial Advisors Inc.
|
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BOS Asset Management, LLC
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DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
|
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KDHAX - DEUTSCHE DWS INVESTMENT TRUST - DWS CROCI Equity Dividend Fund Class A
|
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VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF
|
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|
Smith, Moore & Co.
|
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JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A
|
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SURE - AdvisorShares Trust - AdvisorShares DoubleLine Value Equity ETF
|
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Penserra Capital Management LLC
|
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Parr Mcknight Wealth Management Group, Llc
|
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FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class
|
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UGOFX - USAA MUTUAL FUNDS TRUST - Global Managed Volatility Fund Institutional Shares
|
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SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3
|
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Earnest Partners Llc
|
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Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
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|
Atria Wealth Solutions, Inc.
|
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USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
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Axa S.a.
|
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Birchcreek Wealth Management, LLC
|
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|
Mv Capital Management, Inc.
|
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VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
|
|
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|
Css Llc/il
|
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SILVER OAK SECURITIES, Inc
|
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|
IJMAX - Voya PARTNERS INC - VY(R) JPMorgan Mid Cap Value Portfolio Class ADV
|
|
|
|
|
|
AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1
|
|
|
|
|
|
FLQM - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Mid Cap Equity ETF
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
TMMAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed Managed Volatility Fund Class F
|
|
|
|
|
|
Grantham, Mayo, Van Otterloo & Co. LLC
|
|
|
|
|
|
United Community Bank
|
|
|
|
|
|
Prosperity Consulting Group, LLC
|
|
|
|
|
|
USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund
|
|
|
|
|
|
VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF
|
|
|
|
|
|
denkapparat Operations GmbH
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
RHS Financial, LLC
|
|
|
|
|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
|
|
Gwn Securities Inc.
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
TCTC Holdings, LLC
|
|
|
|
|
|
Strait & Sound Wealth Management LLC
|
|
|
|
|
|
APG Asset Management N.V.
|
|
|
|
|
|
Evercore Wealth Management, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
Harvest Fund Management Co., Ltd
|
|
|
|
|
|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
PFG Private Wealth Management, LLC
|
|
|
|
|
|
Triasima Portfolio Management inc.
|
|
|
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|
|
Game Creek Capital, LP
|
|
|
|
|
|
Sivia Capital Partners, LLC
|
|
|
|
|
|
Tradewinds Capital Management, LLC
|
|
|
|
|
|
West Family Investments, Inc.
|
|
|
|
|
|
Old Port Advisors
|
|
|
|
|
|
F/M Investments LLC
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
1858 Wealth Management, Llc
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
Ilex Capital Partners (UK) LLP
|
|
|
|
|
|
SOA Wealth Advisors, LLC.
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
L2 Asset Management, LLC
|
|
|
|
|
|
Liberty Wealth Management Llc
|
|
|
|
|
|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
|
|
|
|
|
NatWest Group plc
|
|
|
|
|
|
FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund
|
|
|
|
|
|
BFOR - ALPS ETF Trust - Barron's 400 ETF
|
|
|
|
|
|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
|
|
|
|
|
Meridian Wealth Management, LLC
|
|
|
|
|
|
Spirit Of America Management Corp/ny
|
|
|
|
|
|
Coordinated Financial Services, Inc./CO
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
ENDW - EA Series Trust - Cambria Endowment Style ETF
|
|
|
|
|
|
HFCVX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Value Fund Investor Class
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
Valley National Advisers Inc
|
|
|
|
|
|
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund
|
|
|
|
|
|
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
Scientech Research LLC
|
|
|
|
|
|
Hunter Perkins Capital Management, LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
MML Series Investment Fund II - MML Equity Rotation Fund Class II
|
|
|
|
|
|
Point72 Hong Kong Ltd
|
|
|
|
|
|
Loomis Sayles & Co L P
|
|
|
|
|
|
Cape Investment Advisory, Inc.
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3
|
|
|
|
|
|
Nomura Holdings Inc
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
Wedmont Private Capital
|
|
|
|
|
|
Ashton Thomas Private Wealth, LLC
|
|
|
|
|
|
ORG Wealth Partners, LLC
|
|
|
|
|
|
Wealthcare Advisory Partners LLC
|
|
|
|
|
|
Nordea Investment Management Ab
|
|
|
|
|
|
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
|
|
|
|
|
Cutler Capital Management, LLC
|
|
|
|
|
|
NorthCrest Asset Manangement, LLC
|
|
|
|
|
|
Power Wealth Management Llc
|
|
|
|
|
|
Thoroughbred Financial Services, Llc
|
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
|
|
Venturi Wealth Management, LLC
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
Boothbay Fund Management, Llc
|
|
|
|
|
|
Hook Mill Capital Partners, LP
|
|
|
|
|
|
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
Quantum Financial Advisors, LLC
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund
|
|
|
|
|
|
Canopy Partners, LLC
|
|
|
|
|
|
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
JRSAX - JANUS INVESTMENT FUND - Janus Henderson U.S. Managed Volatility Fund Class A
|
|
|
|
|
|
IFC Advisors LLC
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
|
|
|
Hennion & Walsh Asset Management, Inc.
|
|
|
|
|
|
DLCEX - VALUED ADVISERS TRUST - Dana Large Cap Equity Fund Investor Class Shares
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
LEGR - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Indxx Innovative Transaction & Process ETF
|
|
|
|
|
|
Elo Mutual Pension Insurance Co
|
|
|
|
|
|
First Citizens Financial Corp
|
|
|
|
|
|
Howard Capital Management Inc.
|
|
|
|
|
|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
Diversified Enterprises, LLC
|
|
|
|
|
|
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
|
|
|
|
|
|
FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF
|
|
|
|
|
|
Plato Investment Management Ltd
|
|
|
|
|
|
Bear Mountain Capital, Inc.
|
|
|
|
|
|
Two Sigma Advisers, Lp
|
|
|
|
|
|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
|
|
|
|
VCSAX - VANGUARD WORLD FUND - Vanguard Consumer Staples Index Fund Admiral Shares
|
|
|
|
|
|
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund
|
|
|
|
|
|
Lincluden Management Ltd
|
|
|
|
|
|
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
City Holding Co
|
|
|
|
|
|
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
Investment Management Corp of Ontario
|
|
|
|
|
|
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares
|
|
|
|
|
|
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A
|
|
|
|
|
|
CAPE - DoubleLine ETF Trust - DoubleLine Shiller CAPE U.S. Equities ETF
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND IV - Consumer Staples Portfolio Initial Class
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
First Hawaiian Bank
|
|
|
|
|
|
Linden Thomas Advisory Services, LLC
|
|
|
|
|
|
YOKE - EA Series Trust - Yoke Core ETF
|
|
|
|
|
|
Shelton Capital Management
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
WealthTrak Capital Management LLC
|
|
|
|
|
|
Wambolt & Associates, LLC
|
|
|
|
|
|
FFALX - Franklin Fund Allocator Series - Franklin Founding Funds Allocation Fund Class A
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
Nebula Research & Development LLC
|
|
|
|
|
|
USISX - USAA MUTUAL FUNDS TRUST - Income Stock Fund Shares
|
|
|
|
|
|
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
|
|
|
|
|
|
CHTTX - AMG Funds IV - AMG Managers Fairpointe Mid Cap Fund CLASS N SHARES
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
ABCS - EA Series Trust - ALPHA BLUE CAPITAL US SMALL-MID CAP DYNAMIC ETF
|
|
|
|
|
|
Great West Life Assurance Co /can/
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
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|
|
|
|
DURPX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. High Relative Profitability Portfolio Institutional Class
|
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|
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|
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class
|
|
|
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|
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
|
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|
IYK - iSHARES TRUST - iShares U.S. Consumer Goods ETF
|
|
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|
Sentry Investment Management Llc
|
|
|
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|
Hilltop National Bank
|
|
|
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|
United Capital Financial Advisers, Llc
|
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|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
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|
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|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
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|
Qrg Capital Management, Inc.
|
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|
Axq Capital, Lp
|
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|
Sara-Bay Financial
|
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|
Nuveen, LLC
|
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|
|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
RPV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Pure Value ETF
|
|
|
|
|
|
Federated Hermes, Inc.
|
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|
|
|
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RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
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|
|
|
|
Caitong International Asset Management Co., Ltd
|
|
|
|
|
|
FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund
|
|
|
|
|
|
Riggs Asset Managment Co. Inc.
|
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|
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VSTIX - VALIC Co I - Stock Index Fund
|
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|
Louisiana State Employees Retirement System
|
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|
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|
Silvercrest Asset Management Group Llc
|
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FXG - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Staples AlphaDEX Fund
|
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|
|
|
|
Calton & Associates, Inc.
|
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|
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|
Essex Financial Services, Inc.
|
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|
Prospera Financial Services Inc
|
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|
M&t Bank Corp
|
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|
|
Callan Capital, LLC
|
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|
|
PBJ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Food & Beverage ETF
|
|
|
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|
|
Louisbourg Investments Inc.
|
|
|
|
|
|
FVD - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line Dividend Index Fund
|
|
|
|
|
|
Pinney & Scofield, Inc.
|
|
|
|
|
|
Holocene Advisors, LP
|
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|
|
Creative Financial Designs Inc /adv
|
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|
|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
|
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|
|
Drake & Associates, LLC
|
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|
Tokio Marine Asset Management Co Ltd
|
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|
Avenue 1 Advisors, LLC
|
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FLCC - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Core ETF
|
|
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|
|
Seascape Capital Management
|
|
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|
|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
|
|
|
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|
N.E.W. Advisory Services LLC
|
|
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|
WealthCollab, LLC
|
|
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NXTI - Simplify Exchange Traded Funds - Simplify Next Intangible Core Index ETF
|
|
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|
Berkshire Hathaway Inc
|
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|
|
Raymond James Financial Inc
|
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IFM Investors Pty Ltd
|
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XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
|
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|
West Financial Advisors, LLC
|
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|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
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|
WFA Asset Management Corp
|
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|
Atomi Financial Group, Inc.
|
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Hudson Bay Capital Management LP
|
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|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
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|
|
Cutler Investment Counsel Llc
|
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|
Capital Fund Management S.a.
|
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FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
|
|
|
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares
|
|
|
|
|
|
Harwood Advisory Group, LLC
|
|
|
|
|
|
LBWAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Diversified US Large Cap Value Fund Class A
|
|
|
|
|
|
SUSA - iSHARES TRUST - iShares MSCI USA ESG Select ETF
|
|
|
|
|
|
NOLCX - Northern Funds - Northern Large Cap Core Fund
|
|
|
|
|
|
Capital Advisory Group Advisory Services, LLC
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
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|
|
GTLOX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Core Equity Portfolio - Advisor Shares
|
|
|
|
|
|
PY - Principal Exchange-Traded Funds - Principal Shareholder Yield Index ETF
|
|
|
|
|
|
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
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|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
VLLU - Harbor ETF Trust - Harbor AlphaEdge Large Cap Value ETF
|
|
|
|
|
|
Howard Hughes Medical Institute
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
Eagle Strategies LLC
|
|
|
|
|
|
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares
|
|
|
|
|
|
TradeWell Securities, LLC.
|
|
|
|
|
|
WFA of San Diego, LLC
|
|
|
|
|
|
Gsa Capital Partners Llp
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
|
|
|
ARDEX - AMG Funds IV - AMG River Road Dividend All Cap Value Fund CLASS N SHARES
|
|
|
|
|
|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
|
|
GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Core Stock Portfolio
|
|
|
|
|
|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
|
|
|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
|
|
|
|
FLDZ - Listed Funds Trust - RiverNorth Patriot ETF
|
|
|
|
|
|
Ostrum Asset Management
|
|
|
|
|
|
BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
|
|
|
|
|
|
Hengehold Capital Management Llc
|
|
|
|
|
|
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund
|
|
|
|
|
|
Pinnacle Financial Partners Inc
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Sustainable Leaders Fund Class IA Shares
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio
|
|
|
|
|
|
Foundry Partners, LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
FDFAX - FIDELITY SELECT PORTFOLIOS - Consumer Staples Portfolio
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund
|
|
|
|
|
|
Court Place Advisors, LLC
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
Hilltop Holdings Inc.
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
|
|
|
|
|
Fiduciary Alliance LLC
|
|
|
|
|
|
Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
|
|
|
|
|
Phillips Wealth Planners LLC
|
|
|
|
|
|
Freestone Capital Holdings, LLC
|
|
|
|
|
|
MAGA - ETF Series Solutions - Point Bridge GOP Stock Tracker ETF
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
QCELX - AQR Funds - AQR Large Cap Multi-Style Fund Class I
|
|
|
|
|
|
HEOMX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Climate Opportunities Fund Class A
|
|
|
|
|
|
Significant Wealth Partners LLC
|
|
|
|
|
|
Meyer Handelman Co
|
|
|
|
|
|
CNPIX - Profunds - Consumer Goods Ultrasector Profund Investor Class
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
Koshinski Asset Management, Inc.
|
|
|
|
|
|
LSVFX - ADVISORS' INNER CIRCLE FUND - LSV GLOBAL MANAGED VOLATILITY FUND Institutional Class Shares
|
|
|
|
|
|
DNLDX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Active MidCap Fund Class A
|
|
|
|
|
|
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class
|
|
|
|
|
|
Cypress Capital Advisors, LLC
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K
|
|
|
|
|
|
Gulf International Bank (UK) Ltd
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
|
|
|
|
|
MRP Capital Investments, LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
Gries Financial Llc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A)
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
Oarsman Capital, Inc.
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
National Pension Service
|
|
|
|
|
|
GLOBALT Investments LLC / GA
|
|
|
|
|
|
Sierra Summit Advisors Llc
|
|
|
|
|
|
Center for Financial Planning, Inc.
|
|
|
|
|
|
First National Trust Co
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
Acropolis Investment Management, LLC
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
Voya Financial Advisors, Inc.
|
|
|
|
|
|
Samlyn Capital, Llc
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
|
|
|
|
|
Papp L Roy & Associates
|
|
|
|
|
|
Park Place Capital Corp
|
|
|
|
|
|
Private Wealth Partners, LLC
|
|
|
|
|
|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
|
|
|
|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
|
|
|
|
SummitTX Capital, L.P.
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
Trilogy Capital Inc.
|
|
|
|
|
|
VWNDX - VANGUARD WINDSOR FUNDS - Vanguard Windsor Fund Investor Shares
|
|
|
|
|
|
Net Worth Advisory Group
|
|
|
|
|
|
Tritonpoint Wealth, Llc
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
Banque Cantonale Vaudoise
|
|
|
|
|
|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
Oxbow Advisors, LLC
|
|
|
|
|
|
CAPROCK Group, Inc.
|
|
|
|
|
|
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
|
|
|
|
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
|
|
|
|
|
Precedent Wealth Partners, Llc
|
|
|
|
|
|
VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares
|
|
|
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
|
|
|
|
|
Kovack Advisors, Inc.
|
|
|
|
|
|
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
DWAFX - Arrow Investments Trust - ARROW DWA BALANCED FUND CLASS A SHARES
|
|
|
|
|
|
AUXAX - FORUM FUNDS - Auxier Focus Fund A Shares
|
|
|
|
|
|
JMVSX - JP MORGAN FLEMING MUTUAL FUND GROUP INC - JPMorgan Mid Cap Value Fund Class I
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
Prudential Plc
|
|
|
|
|
|
HIACX - Hartford Series Fund Inc - Hartford Capital Appreciation Hls Fund Ia
|
|
|
|
|
|
Lakeside Advisors, INC.
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
SPVM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Value with Momentum ETF
|
|
|
|
|
|
NPRTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Large Cap Value Fund Investor Class
|
|
|
|
|
|
Bollard Group LLC
|
|
|
|
|
|
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A
|
|
|
|
|
|
Truvestments Capital Llc
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
|
|
|
|
AMF Pensionsforsakring AB
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
Capstone Investment Advisors, Llc
|
|
|
|
|
|
Foster & Motley Inc
|
|
|
|
|
|
Moran Wealth Management, LLC
|
|
|
|
|
|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
TFR Capital, LLC.
|
|
|
|
|
|
Jmac Enterprises Llc
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
Aviva Plc
|
|
|
|
|
|
Kesler, Norman & Wride, LLC
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
|
|
|
|
|
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
|
|
|
|
|
|
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
|
ROI Financial Advisors, LLC
|
|
|
|
|
|
Brass Tax Wealth Management, Inc
|
|
|
|
|
|
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
|
|
|
|
|
AIA Group Ltd
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
Coston, McIsaac & Partners
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
|
|
SOAVX - Spirit Of America Investment Fund Inc - Spirit Of America Large Cap Value Fund Class A
|
|
|
|
|
|
Diversify Advisory Services, LLC
|
|
|
|
|
|
EIVPX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Volatility Risk Premium - Defensive Fund Institutional Class
|
|
|
|
|
|
Limestone Investment Advisors LP
|
|
|
|
|
|
Bellwether Advisors, LLC
|
|
|
|
|
|
GMOV - 2023 ETF Series Trust II - GMO U.S. Value ETF
|
|
|
|
|
|
TRUE Private Wealth Advisors
|
|
|
|
|
|
HAMVX - HARBOR FUNDS - Harbor Mid Cap Value Fund Institutional Class
|
|
|
|
|
|
FSWCX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Value Index Fund
|
|
|
|
|
|
GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class
|
|
|
|
|
|
Dana Investment Advisors, Inc.
|
|
|
|
|
|
Uhlmann Price Securities, Llc
|
|
|
|
|
|
Ccm Investment Group, Llc
|
|
|
|
|
|
Barlow Wealth Partners, Inc.
|
|
|
|
|
|
Fisher Asset Management, LLC
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
Affinity Investment Advisors, Llc
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
|
|
|
|
|
BMVP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Market ETF
|
|
|
|
|
|
Ashton Thomas Securities, Llc
|
|
|
|
|
|
Richard C. Young & CO., LTD.
|
|
|
|
|
|
Seed Wealth Management, Inc.
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Nationwide Fund Class I
|
|
|
|
|
|
Souders Financial Advisors
|
|
|
|
|
|
Sovereign Financial Group, Inc.
|
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|
|
|
|
Maverick Capital Ltd
|
|
|
|
|
|
LGT Financial Advisors LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/AQR Large Cap Defensive Style Fund (I)
|
|
|
|
|
|
ONEY - SPDR SERIES TRUST - SPDR Russell 1000 Yield Focus ETF
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
Whitener Capital Management, Inc.
|
|
|
|
|
|
Point72 (DIFC) Ltd
|
|
|
|
|
|
Johnson Bixby & Associates, LLC
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
Quantitative Investment Management, LLC
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
Bank of Jackson Hole Trust
|
|
|
|
|
|
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
Twin Tree Management, LP
|
|
|
|
|
|
Sciencast Management LP
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
Torno Capital, Llc
|
|
|
|
|
|
TCAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Premium Income ETF
|
|
|
|
|
|
Sound Shore Management Inc /ct/
|
|
|
|
|
|
apricus wealth, LLC
|
|
|
|
|
|
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F
|
|
|
|
|
|
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
|
|
|
|
|
Nicholas Hoffman & Company, LLC.
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
Mariner Investment Group Llc
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
XRT - SPDR SERIES TRUST - SPDR(R) S&P(R) Retail ETF
|
|
|
|
|
|
Seacrest Wealth Management, Llc
|
|
|
|
|
|
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Disciplined Core Value Fund Service Class
|
|
|
|
|
|
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund
|
|
|
|
|
|
OAKMX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Fund Investor Class
|
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|
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|
PSECX - Pinnacle Capital Management Funds Trust - 1789 Growth and Income Fund Class C Shares
|
|
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|
|
|
Clifford Swan Investment Counsel Llc
|
|
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|
|
RFG Advisory, LLC
|
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|
|
Becker Capital Management Inc
|
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|
Wiley Bros.-aintree Capital, Llc
|
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|
|
iA Global Asset Management Inc.
|
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|
|
GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF
|
|
|
|
|
|
Advisory Alpha, LLC
|
|
|
|
|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
Ritter Daniher Financial Advisory LLC / DE
|
|
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|
|
Revolve Wealth Partners, LLC
|
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|
|
Wela Strategies, Inc.
|
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|
NewSquare Capital LLC
|
|
|
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|
FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF
|
|
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|
|
Ofi Invest Asset Management
|
|
|
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|
|
Miracle Mile Advisors, LLC
|
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|
Brookstone Capital Management
|
|
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|
|
MONECO Advisors, LLC
|
|
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|
Dogwood Wealth Management LLC
|
|
|
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|
|
Peoples Bank /oh
|
|
|
|
|
|
XLP - SELECT SECTOR SPDR TRUST - The Consumer Staples Select Sector SPDR Fund
|
|
|
|
|
|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
|
|
|
Beacon Capital Management, LLC
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
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|
|
|
|
Rafferty Asset Management, LLC
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
Two Roads Shared Trust - LeaderSharesTM AlphaFactor(R) US Core Equity ETF
|
|
|
|
|
|
Wealth Management Associates, Inc.
|
|
|
|
|
|
CVY - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Zacks Multi-Asset Income ETF
|
|
|
|
|
|
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
|
|
|
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
|
|
|
|
|
|
Forum Financial Management, LP
|
|
|
|
|
|
Kinneret Advisory, LLC
|
|
|
|
|
|
PENN SERIES FUNDS INC - Index 500 Fund
|
|
|
|
|
|
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
|
ASGCX - ALLSPRING FUNDS TRUST - Allspring Global Long/Short Equity Fund Class C
|
|
|
|
|
|
CFIPX - LEGG MASON PARTNERS EQUITY TRUST - QS Global Equity Fund Class A
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
Field & Main Bank
|
|
|
|
|
|
Hager Investment Management Services, Llc
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A
|
|
|
|
|
|
Clarius Group, LLC
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
Joule Financial, LLC
|
|
|
|
|
|
WESPAC Advisors, LLC
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
|
Altus Wealth Group LLC
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
Perbak Capital Partners LLP
|
|
|
|
|
|
Tradition Wealth Management, LLC
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
|
|
|
|
|
Milestone Asset Management, Llc
|
|
|
|
|
|
OLIO Financial Planning
|
|
|
|
|
|
Dynamic Advisor Solutions LLC
|
|
|
|
|
|
Reuter James Wealth Management, Llc
|
|
|
|
|
|
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
Level Four Advisory Services, Llc
|
|
|
|
|
|
La Banque Postale Asset Management SA
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
CSM Advisors, LLC
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
Roman Butler Fullerton & Co
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
|
|
|
|
|
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F
|
|
|
|
|
|
FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class
|
|
|
|
|
|
Voleon Capital Management Lp
|
|
|
|
|
|
UVALX - USAA MUTUAL FUNDS TRUST - Value Fund Shares
|
|
|
|
|
|
Generali Investments CEE, investicni spolecnost, a.s.
|
|
|
|
|
|
Hartford Investment Management Co
|
|
|
|
|
|
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Socially Responsible Fund Class I
|
|
|
|
|
|
Liberty One Investment Management, Llc
|
|
|
|
|
|
Axecap Investments, LLC
|
|
|
|
|
|
FCEUX - FRANKLIN FUND ALLOCATOR SERIES - Franklin U.S. Core Equity (IU) Fund Advisor
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
GWILX - GLENMEDE FUND INC - Women in Leadership U.S. Equity Portfolio
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
CWGIX - CAPITAL WORLD GROWTH & INCOME FUND - CAPITAL WORLD GROWTH & INCOME FUND Class A
|
|
|
|
|
|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
|
|
|
|
|
Fidelis Capital Partners, LLC
|
|
|
|
|
|
Fruth Investment Management
|
|
|
|
|
|
Kimelman & Baird, LLC
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
Point72 Asia (Singapore) Pte. Ltd.
|
|
|
|
|
|
Harris Associates L P
|
|
|
|
|
|
V-Square Quantitative Management LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Dogs of Wall Street Portfolio Class 1
|
|
|
|
|
|
Archer Investment Corp
|
|
|
|
|
|
Pacific Center for Financial Services
|
|
|
|
|
|
FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund
|
|
|
|
|
|
Lsv Asset Management
|
|
|
|
|
|
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF
|
|
|
|
|
|
Nwam Llc
|
|
|
|
|
|
Cedar Wealth Management, LLC
|
|
|
|
|
|
Royal Fund Management, LLC
|
|
|
|
|
|
CRIHX - CRM Mutual Fund Trust - CRM LONG/SHORT OPPORTUNITIES FUND INSTITUTIONAL SHARES
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
VLUE - iSHARES TRUST - iShares Edge MSCI USA Value Factor ETF
|
|
|
|
|
|
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
Clg Llc
|
|
|
|
|
|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
|
|
|
|
|
TOWFX - MSS Series Trust - Towpath Focus Fund Institutional Share Class
|
|
|
|
|
|
Keystone Financial Group
|
|
|
|
|
|
Vista Wealth Management Group, LLC
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
|
|
|
|
|
|
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
|
|
|
|
|
Founders Financial Securities Llc
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
Putnam Fl Investment Management Co
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
Magnetar Financial LLC
|
|
|
|
|
|
Contravisory Investment Management, Inc.
|
|
|
|
|
|
Hazlett, Burt & Watson, Inc.
|
|
|
|
|
|
Monument Capital Management
|
|
|
|
|
|
OUSA - ALPS ETF Trust - ALPS | O'Shares U.S. Quality Dividend ETF Shares
|
|
|
|
|
|
Bahl & Gaynor Inc
|
|
|
|
|
|
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
Syon Capital Llc
|
|
|
|
|
|
Wright Investors Service Inc
|
|
|
|
|
|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
|
|
|
|
Brighthouse Funds Trust II - Brighthouse/Artisan Mid Cap Value Portfolio Class A
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
Clune & Associates, Ltd.
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
|
|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1
|
|
|
|
|
|
LVPIX - Profunds - Large-cap Value Profund Investor Class
|
|
|
|
|
|
GDLFX - FundVantage Trust - Gotham Defensive Long 500 Fund Institutional Class
|
|
|
|
|
|
Natixis
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y
|
|
|
|
|
|
Czech National Bank
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Common Stock Portfolio Initial Class
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
Canada Post Corp Registered Pension Plan
|
|
|
|
|
|
Brown, Lisle/cummings, Inc.
|
|
|
|
|
|
MorganRosel Wealth Management, LLC
|
|
|
|
|
|
Cito Capital Group, LLC
|
|
|
|
|
|
BIGRX - American Century Quantitative Equity Funds, Inc. - Income & Growth Fund Investor Class
|
|
|
|
|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
Pinnacle Associates Ltd
|
|
|
|
|
|
STMSX - Sei Institutional Managed Trust - Simt Tax-managed Small/mid Cap Fund Class F
|
|
|
|
|
|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
|
|
|
|
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III
|
|
|
|
|
|
VSMV - Victory Portfolios II - VictoryShares US Multi-Factor Minimum Volatility ETF
|
|
|
|
|
|
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
|
|
|
|
|
Accent Capital Management, LLC
|
|
|
|
|
|
Financial Freedom, LLC
|
|
|
|
|
|
Signature Wealth Management Group
|
|
|
|
|
|
Financial Gravity Companies, Inc.
|
|
|
|
|
|
Eisler Capital Management Ltd.
|
|
|
|
|
|
Nexus Investment Management ULC
|
|
|
|
|
|
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class
|
|
|
|
|
|
Optas, LLC
|
|
|
|
|
|
Five Oceans Advisors
|
|
|
|
|
|
Adirondack Trust Co
|
|
|
|
|
|
Dagco, Inc.
|
|
|
|
|
|
IFG Advisory, LLC
|
|
|
|
|
|
KG&L Capital Management,LLC
|
|
|
|
|
|
Vontobel Holding Ltd.
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
|
|
|
|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
|
|
|
|
Two Roads Shared Trust - Anfield U.S. Equity Sector Rotation ETF
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
Armis Advisers, LLC
|
|
|
|
|
|
Sagespring Wealth Partners, Llc
|
|
|
|
|
|
Old National Bancorp /in/
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A
|
|
|
|
|
|
Sanibel Captiva Trust Company, Inc.
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
Wealth Preservation Advisors, LLC
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
Crews Bank & Trust
|
|
|
|
|
|
LSVVX - ADVISORS' INNER CIRCLE FUND - LSV CONSERVATIVE VALUE EQUITY FUND Institutional Class Shares
|
|
|
|
|
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
Landscape Capital Management, L.l.c.
|
|
|
|
|
|
JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF
|
|
|
|
|
|
Patron Partners Advisors, Llc
|
|
|
|
|
|
Baader Bank INC
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
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Coldstream Capital Management Inc
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Millington Financial Advisors, LLC
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Family Legacy, Inc.
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JNVIX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Value Fund - I Shares
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Whipplewood Advisors, LLC
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Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
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Securian Funds Trust - SFT Index 500 Fund Class 1
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Financial Advisory Service, Inc.
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EQIN - Columbia ETF Trust I - Columbia Sustainable U.S. Equity Income ETF
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IVE - iSHARES TRUST - iShares S&P 500 Value ETF
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Twin Peaks Wealth Advisors, LLC
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Aptus Capital Advisors, LLC
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
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Hoey Investments, Inc
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Crew Capital Management, Ltd.
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True Wealth Design, LLC
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Capital Advisors, Ltd. LLC
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Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Growers ETF
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Glen Eagle Advisors, LLC
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Golden State Wealth Management, LLC
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Harbor Investment Advisory, Llc
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PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
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M.e. Allison & Co., Inc.
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GQERX - Advisors' Inner Circle Fund III - GQG PARTNERS US SELECT QUALITY EQUITY FUND R6 Shares
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FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund
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West Branch Capital LLC
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Advisor OS, LLC
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NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
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HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF
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Custom Index Systems, Llc
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CoreCap Advisors, LLC
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Logan Capital Management Inc
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XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
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Dynamic Wealth Strategies, LLC
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Cidel Asset Management Inc
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Railway Pension Investments Ltd
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CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
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Auxier Asset Management
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Vista Investment Partners Llc
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Hughes Financial Services, LLC
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Parsons Capital Management Inc/ri
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GMUEX - GMO TRUST - GMO U.S. Equity Fund Class III
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Kentucky Retirement Systems Insurance Trust Fund
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Ameriflex Group, Inc.
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TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
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Syntax Research, Inc.
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Kentucky Retirement Systems
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THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
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NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
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EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
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SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
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ICONIQ Capital, LLC
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First Bancorp, Inc /ME/
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SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
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Holderness Investments Co
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Tobam
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Horrell Capital Management, Inc.
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Delta Asset Management Llc/tn
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Bogart Wealth, LLC
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CBIZ Investment Advisory Services, LLC
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We Are One Seven, LLC
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Modern Wealth Management, LLC
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Horizon Funds - HORIZON EXPEDITION PLUS ETF
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Legacy Capital Group California, Inc.
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Alps Advisors Inc
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LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
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EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
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Calamos Advisors LLC
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CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
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PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
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WTV - WisdomTree Trust - WisdomTree U.S. Quality Shareholder Yield Fund N/A
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S&t Bank/pa
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Transamerica Financial Advisors, Inc.
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Manning & Napier Advisors Llc
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Franklin Street Advisors Inc /nc
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MML Series Investment Fund II - MML Equity Fund Initial Class
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Integrated Advisors Network LLC
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Qtron Investments LLC
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Money Concepts Capital Corp
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EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
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Moisand Fitzgerald Tamayo, LLC
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PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
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State of New Jersey Common Pension Fund D
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URTH - iShares, Inc. - iShares MSCI World ETF
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Centricity Wealth Management, LLC
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Birchbrook, Inc.
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Peapack Gladstone Financial Corp
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Transce3nd, LLC
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VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
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Zevin Asset Management Llc
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Farther Finance Advisors, LLC
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Dimensional Fund Advisors Lp
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GQRRX - Advisors' Inner Circle Fund III - GQG PARTNERS GLOBAL QUALITY EQUITY FUND R6 Shares
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REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y
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JNL SERIES TRUST - JNL Multi-Manager U.S. Select Equity Fund (A)
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S-Bank Fund Management Ltd
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Healthcare Of Ontario Pension Plan Trust Fund
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Envestnet Asset Management Inc
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MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
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MAADX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Dynamic Value Portfolio Class IS
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SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
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Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio
|
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Ubs Asset Management Americas Inc
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Principal Financial Group Inc
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EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB
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Meritage Portfolio Management
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Eukles Asset Management
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Jain Global LLC
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LSVGX - ADVISORS' INNER CIRCLE FUND - LSV Global Value Fund Institutional Class Shares
|
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Canada Pension Plan Investment Board
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Resona Asset Management Co.,Ltd.
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Commerce Bank
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Lcnb Corp
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Hartland & Co., LLC
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Weiss Asset Management LP
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Garde Capital, Inc.
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ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
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Sei Investments Co
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Oppenheimer & Co Inc
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HighTower Advisors, LLC
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Quantessence Capital LLC
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Allianz Se
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Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF
|
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NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
|
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QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
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Gratus Wealth Advisors, LLC
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SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
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PDS Planning, Inc
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MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
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PCLCX - PACE SELECT ADVISORS TRUST - PACE Large Co Growth Equity Investments Class P
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Parallax Volatility Advisers, L.P.
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SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
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GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
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Sumitomo Mitsui DS Asset Management Company, Ltd
|
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Wesbanco Bank Inc
|
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Swedbank AB
|
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Bridgewater Associates, LP
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP ClearBridge QS Select Large Cap Managed Volatility Fund Standard Class
|
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OneAscent Investment Solutions LLC
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Sunflower Bank, N.A.
|
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Royal London Asset Management Ltd
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Mutual Advisors, LLC
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EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF
|
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Arjuna Capital
|
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Guardian Variable Products Trust - Guardian Balanced Allocation VIP Fund
|
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Frank, Rimerman Advisors LLC
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Frazier Financial Advisors, LLC
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SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
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Journey Strategic Wealth Llc
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Martingale Asset Management L P
|
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Forefront Analytics, LLC
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Redwood Investment Management, Llc
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PineBridge Investments, L.P.
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Park Square Financial Group, LLC
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Perpetual Ltd
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Strategic Investment Solutions, Inc. /IL
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Harbor Capital Advisors, Inc.
|
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Robeco Institutional Asset Management B.V.
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GQLVX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Value Equity Portfolio
|
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Macquarie Group Ltd
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Argentarii, LLC
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Atlas Wealth LLC
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Erste Asset Management GmbH
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Winch Advisory Services, LLC
|
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Brown Advisory Inc
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QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares
|
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Wealthfront Advisers Llc
|
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Generali Investments Towarzystwo Funduszy Inwestycyjnych
|
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Bessemer Group Inc
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Group One Trading, L.p.
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BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
|
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FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
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DIVHX - CUTLER TRUST - Cutler Equity Fund Class II Shares
|
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Flaharty Asset Management, LLC
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NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
|
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|
Retirement Planning Group
|
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|
HBK Sorce Advisory LLC
|
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QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
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|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
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SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1
|
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VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
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ULPIX - Profunds - Ultrabull Profund Investor Class
|
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HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
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ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
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Nissay Asset Management Corp /japan/ /adv
|
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Alteri Wealth LLC
|
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|
FIUSX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Opportunity Fund Class A
|
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|
Summit Global Investments
|
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|
Premier Path Wealth Partners, LLC
|
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|
Ossiam
|
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|
AE Wealth Management LLC
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Reynders McVeigh Capital Management, LLC
|
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SAMT - Advisors' Inner Circle Fund III - STRATEGAS MACRO THEMATIC OPPORTUNITIES ETF
|
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Clear Street Markets Llc
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HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
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|
RMEAX - Aspiriant Trust - Aspiriant Risk-Managed Equity Allocation Fund Advisor Shares
|
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|
PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF
|
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|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Income Portfolio
|
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|
RDA Financial Network
|
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|
Wedbush Securities Inc
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|
Hobbs Group Advisors, LLC
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|
Octavia Wealth Advisors, LLC
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TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A
|
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|
American Assets Investment Management, LLC
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|
Bedel Financial Consulting, Inc.
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Narwhal Capital Management
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|
Public Sector Pension Investment Board
|
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Humankind Benefit Corp - Humankind US Stock ETF
|
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|
Islay Capital Management, Llc
|
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|
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF
|
|
|
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|
Evolution Wealth Management Inc.
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|
Northern Trust Corp
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|
Keel Point, LLC
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|
Solstein Capital, LLC
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|
Tocqueville Asset Management L.p.
|
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|
|
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|
GBCIX - Gabelli Dividend Growth Fund - The Gabelli Dividend Growth Fund Class I
|
|
|
|
|
|
Profunds - Profund Vp Bull
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
Putnam Funds Trust - Putnam Multi-cap Core Fund Class A
|
|
|
|
|
|
Atlas Brown,Inc.
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
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|
Camden Capital, LLC
|
|
|
|
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|
DUHP - Dimensional ETF Trust - Dimensional US High Profitability ETF
|
|
|
|
|
|
Anfield Capital Management, LLC
|
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|
|
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|
Huntington National Bank
|
|
|
|
|
|
OneAscent Wealth Management LLC
|
|
|
|
|
|
GQG Partners LLC
|
|
|
|
|
|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust/Dow Jones Dividend & Income Allocation Portfolio Class I
|
|
|
|
|
|
NorthRock Partners, LLC
|
|
|
|
|
|
SIXL - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Low Beta Equity Strategy ETF
|
|
|
|
|
|
NWFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Fund Class A
|
|
|
|
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|
Norges Bank
|
|
|
|
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|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
Financial Engines Advisors L.L.C.
|
|
|
|
|
|
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF
|
|
|
|
|
|
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class
|
|
|
|
|
|
Advisors Capital Management, LLC
|
|
|
|
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|
Hosking Partners LLP
|
|
|
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|
Polymer Capital Management (US) LLC
|
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|
Edmond De Rothschild Holding S.a.
|
|
|
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|
Capital World Investors
|
|
|
|
|
|
Marcum Wealth, LLC
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
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|
NEOS Investment Management LLC
|
|
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|
Monarch Capital Management Inc/
|
|
|
|
|
|
Naples Global Advisors, Llc
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF
|
|
|
|
|
|
Allen Capital Group, LLC
|
|
|
|
|
|
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
|
|
|
|
|
|
M3 Advisory Group, LLC
|
|
|
|
|
|
Amplify ETF Trust - Amplify Etho Climate Leadership U.S. ETF
|
|
|
|
|
|
Oxford Asset Management Llp
|
|
|
|
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|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
Aware Super Pty Ltd as trustee of Aware Super
|
|
|
|
|
|
Advocate Group Llc
|
|
|
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Point72 Asset Management, L.P.
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Bank OZK
|
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|
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
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|
Bokf, Na
|
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|
Norden Group Llc
|
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|
Quent Capital, LLC
|
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|
Baron Wealth Management LLC
|
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|
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I
|
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|
Kapitalo Investimentos Ltda
|
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|
1248 Management, LLC
|
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Aegon Asset Management Uk Plc
|
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GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class
|
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|
Chicago Partners Investment Group LLC
|
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|
Elgethun Capital Management
|
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|
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3
|
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|
Zions Bancorporation, National Association /ut/
|
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|
RMG Wealth Management LLC
|
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|
Soltis Investment Advisors LLC
|
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|
Paradigm Asset Management Co Llc
|
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Pnc Financial Services Group, Inc.
|
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|
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund
|
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|
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|
GIMFX - GMO TRUST - GMO Implementation Fund
|
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|
Sarver Vrooman Wealth Advisors
|
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|
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
|
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|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
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Aigen Investment Management, Lp
|
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SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
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|
Financial Advisors Network, Inc.
|
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|
Brookwood Investment Group LLC
|
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Ieq Capital, Llc
|
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SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
|
|
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|
|
First Command Advisory Services, Inc.
|
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|
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|
Fort Washington Investment Advisors Inc /oh/
|
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|
LMUSX - LEGG MASON PARTNERS EQUITY TRUST - QS U.S. Large Cap Equity Fund Class FI
|
|
|
|
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|
CCMG - EA Series Trust - CCM Global Equity ETF
|
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|
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|
Vanguard Group Inc
|
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|
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|
Bruce G. Allen Investments, LLC
|
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Panagora Asset Management Inc
|
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|
Centaurus Financial, Inc.
|
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|
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VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
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|
Continuum Advisory, LLC
|
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|
Main Street Financial Solutions, LLC
|
|
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SEUIX - Sei Institutional Managed Trust - Simt Large Cap Value Fund Class I
|
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|
|
|
|
Avanza Fonder AB
|
|
|
|
|
|
AFAVX - AMG Funds IV - AMG River Road Focused Absolute Value Fund CLASS I SHARES
|
|
|
|
|
|
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
|
|
|
|
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|
NOSIX - Northern Funds - Northern Stock Index Fund
|
|
|
|
|
|
CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF
|
|
|
|
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|
Decker Retirement Planning Inc.
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
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|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
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|
Entropy Technologies, LP
|
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|
Dakota Wealth Management
|
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|
Skopos Labs, Inc.
|
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|
Wealth Advisory Solutions, LLC
|
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Bank Julius Baer & Co. Ltd, Zurich
|
|
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ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund
|
|
|
|
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|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
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|
Massmutual Trust Co Fsb/adv
|
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|
Croban
|
|
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|
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
|
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|
Renaissance Technologies Llc
|
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|
Callan Family Office, LLC
|
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|
Gabelli Healthcare & Wellnessrx Trust
|
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|
Bridgewater Advisors Inc.
|
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Two Sigma Investments, Lp
|
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|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
|
|
|
|
|
Cubist Systematic Strategies, LLC
|
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|
|
|
|
Vestcor Inc
|
|
|
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|
Centerpoint Advisors, LLC
|
|
|
|
|
|
USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF
|
|
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|
Vista Investment Partners Ii, Llc
|
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|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
Checchi Capital Advisers, LLC
|
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|
Jacobi Capital Management LLC
|
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|
Utah Retirement Systems
|
|
|
|
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|
Tcfg Wealth Management, Llc
|
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|
XTX Topco Ltd
|
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|
Childress Capital Advisors, Llc
|
|
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|
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|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
|
|
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|
Pinnacle Wealth Planning Services, Inc.
|
|
|
|
|
|
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
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|
Rockefeller Capital Management L.P.
|
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|
Thrivent Financial For Lutherans
|
|
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|
Woodline Partners LP
|
|
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|
PPADX - GMO TRUST - GMO U.S. Opportunistic Value Fund Class III
|
|
|
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|
|
Trexquant Investment LP
|
|
|
|
|
|
Navellier & Associates Inc
|
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|
|
|
GFG Capital, LLC
|
|
|
|
|
|
Heritage Trust Co
|
|
|
|
|
|
POWA - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Defensive Equity ETF
|
|
|
|
|
|
PRAXIS FUNDS - Praxis Impact Large Cap Value ETF
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
FSTRX - Federated Adviser Series - Federated MDT Large Cap Value Fund Class A Shares
|
|
|
|
|
|
Birch Hill Investment Advisors LLC
|
|
|
|
|
|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
|
MBOVX - M FUND INC - M Large Cap Value Fund
|
|
|
|
|
|
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH
|
|
|
|
|
|
St. Johns Investment Management Company, LLC
|
|
|
|
|
|
Cairn Investment Group, Inc.
|
|
|
|
|
|
Cibc World Markets Corp
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
B. Metzler seel. Sohn & Co. AG
|
|
|
|
|
|
ESMV - iSHARES TRUST - iShares ESG MSCI USA Min Vol Factor ETF
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
LSVMX - ADVISORS' INNER CIRCLE FUND - LSV U.S. MANAGED VOLATILITY FUND Institutional Class Shares
|
|
|
|
|
|
Gen-Wealth Partners Inc
|
|
|
|
|
|
Great Lakes Retirement, Inc.
|
|
|
|
|
|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
|
|
|
|
Ledyard National Bank
|
|
|
|
|
|
Buck Wealth Strategies, LLC
|
|
|
|
|
|
IMG Wealth Management, Inc.
|
|
|
|
|
|
Ritholtz Wealth Management
|
|
|
|
|
|
Korea Investment CORP
|
|
|
|
|
|
StoneX Group Inc.
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
Legacy Financial Advisors, Inc.
|
|
|
|
|
|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
|
|
|
|
|
RSPS - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Consumer Staples ETF
|
|
|
|
|
|
Walker Financial Services, Inc.
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
Putnam ETF Trust - Putnam Sustainable Leaders ETF -
|
|
|
|
|
|
Cranbrook Wealth Management, LLC
|
|
|
|
|
|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
|
|
|
|
Achmea Investment Management B.V.
|
|
|
|
|
|
Montecito Bank & Trust
|
|
|
|
|
|
TCG Advisory Services, LLC
|
|
|
|
|
|
FIL Ltd
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
|
|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
Keudell/Morrison Wealth Management
|
|
|
|
|
|
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
Adage Capital Partners Gp, L.l.c.
|
|
|
|
|
|
DRW Securities, LLC
|
|
|
|
|
|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Bristlecone Advisors, LLC
|
|
|
|
|
|
MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF
|
|
|
|
|
|
ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
Quantbot Technologies LP
|
|
|
|
|
|
PFS Partners, LLC
|
|
|
|
|
|
Benedict Financial Advisors Inc
|
|
|
|
|
|
Painted Porch Advisors LLC
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
Todd Asset Management Llc
|
|
|
|
|
|
Lvm Capital Management Ltd/mi
|
|
|
|
|
|
Chevy Chase Trust Holdings, Inc.
|
|
|
|
|
|
Advanced Series Trust - Ast Advanced Strategies Portfolio
|
|
|
|
|
|
Lipe & Dalton
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
Aviso Wealth Management
|
|
|
|
|
|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
NXTV - Simplify Exchange Traded Funds - Simplify Next Intangible Value Index ETF
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
BBISX - Sterling Capital Funds - Sterling Capital Behavioral Large Cap Value Equity Fund Institutional Class
|
|
|
|
|
|
Profund Advisors Llc
|
|
|
|
|
|
Raleigh Capital Management Inc.
|
|
|
|
|
|
USCF - Themes ETF Trust - Themes US Cash Flow Champions ETF
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
OneAscent Financial Services LLC
|
|
|
|
|
|
FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund
|
|
|
|
|
|
ANEFX - NEW ECONOMY FUND - NEW ECONOMY FUND Class A
|
|
|
|
|
|
Elyxium Wealth, LLC
|
|
|
|
|
|
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund
|
|
|
|
|
|
Pitcairn Co
|
|
|
|
|
|
HMVAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD MIDCAP VALUE FUND Class A
|
|
|
|
|
|
Gill Capital Partners, Llc
|
|
|
|
|
|
RULE - Collaborative Investment Series Trust - Adaptive Core ETF
|
|
|
|
|
|
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
|
|
|
|
|
|
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I
|
|
|
|
|
|
SSHFX - SOUND SHORE FUND INC - Sound Shore Fund, Inc. Investor Class
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
|
|
|
|
|
Adamsbrown Wealth Consultants Llc
|
|
|
|
|
|
USCGX - USAA MUTUAL FUNDS TRUST - Capital Growth Fund
|
|
|
|
|
|
Sirios Capital Management L P
|
|
|
|
|
|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares
|
|
|
|
|
|
Private Client Services, Llc
|
|
|
|
|
|
Catalyst Funds Management Pty Ltd
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
|
|
|
|
|
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund
|
|
|
|
|
|
Comprehensive Money Management Services LLC
|
|
|
|
|
|
Cvfg Llc
|
|
|
|
|
|
PrairieView Partners, LLC
|
|
|
|
|
|
Transform Wealth, LLC
|
|
|
|
|
|
Aspect Partners, LLC
|
|
|
|
|
|
Systematic Alpha Investments, LLC
|
|
|
|
|
|
Aperture Investors, LLC
|
|
|
|
|
|
Safeguard Financial, LLC
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
|
|
|
|
|
PEVC - Pacer Funds Trust - Pacer PE/VC ETF
|
|
|
|
|
|
Eaton Vance Tax-managed Buy-write Opportunities Fund
|
|
|
|
|
|
Koesten, Hirschmann & Crabtree, INC.
|
|
|
|
|
|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
|
|
|
|
|
Pallas Capital Advisors LLC
|
|
|
|
|
|
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Consumer Products Fund Variable Annuity
|
|
|
|
|
|
Eqis Capital Management, Inc.
|
|
|
|
|
|
VeraBank, N.A.
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
FLCV - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Value ETF
|
|
|
|
|
|
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF
|
|
|
|
|
|
LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF
|
|
|
|
|
|
Murphy & Mullick Capital Management Corp
|
|
|
|
|
|
Twelve Points Wealth Management LLC
|
|
|
|
|
|
Stevens Capital Management Lp
|
|
|
|
|
|
VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares
|
|
|
|
|
|
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
|
|
|
|
|
Candriam Luxembourg S.C.A.
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
Oliver Lagore Vanvalin Investment Group
|
|
|
|
|
|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
|
|
|
|
|
Atticus Wealth Management, Llc
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
Badgley Phelps Wealth Managers, LLC
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
Wealth Watch Advisors, INC
|
|
|
|
|
|
Virginia Retirement Systems Et Al
|
|
|
|
|
|
Old Second National Bank Of Aurora
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A
|
|
|
|
|
|
Operose Advisors LLC
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
HEQFX - Monteagle Funds - Monteagle Opportunity Equity Fund Investor Class
|
|
|
|
|
|
SVTAX - Sei Institutional Managed Trust - Simt Global Managed Volatility Fund Class F
|
|
|
|
|
|
Intech Investment Management Llc
|
|
|
|
|
|
Strategic Investment Advisors / MI
|
|
|
|
|
|
Waterfront Wealth Inc.
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Value
|
|
|
|
|
|
SGLIX - RBB FUND, INC. - SGI Global Equity Fund Class I Shares
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
Quotient Wealth Partners, LLC
|
|
|
|
|
|
Princeton Global Asset Management LLC
|
|
|
|
|
|
Kera Capital Partners, Inc.
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
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|
|
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|
HQGO - Lattice Strategies Trust - Hartford US Quality Growth ETF
|
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|
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|
Haverford Trust Co
|
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|
Smartleaf Asset Management LLC
|
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|
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|
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
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|
|
|
|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
|
|
|
|
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
|
|
|
|
|
|
Vinva Investment Management Ltd
|
|
|
|
|
|
Gryphon Financial Partners LLC
|
|
|
|
|
|
AUENX - AQR Funds - AQR Large Cap Defensive Style Fund Class N
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
|
|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
|
|
|
|
Atwood & Palmer Inc
|
|
|
|
|
|
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
|
|
|
|
|
Palmer Knight Co
|
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|
|
Park Avenue Securities Llc
|
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|
Cary Street Partner Investment Advisory Llc
|
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|
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
|
|
|
|
|
|
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
|
|
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|
|
National Bank Of Canada /fi/
|
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|
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|
Independent Wealth Network Inc.
|
|
|
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|
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional
|
|
|
|
|
|
Heritage Wealth Advisors
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
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|
Kentucky Trust Co
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
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|
VANGUARD VARIABLE INSURANCE FUNDS - Balanced Portfolio
|
|
|
|
|
|
Waterloo Capital, L.P.
|
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|
Intact Investment Management Inc.
|
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Tacita Capital Inc
|
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|
|
|
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A
|
|
|
|
|
|
Catalytic Wealth RIA, LLC
|
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|
|
|
|
Buckley Wealth Management, LLC
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
|
|
|
|
Bayesian Capital Management, LP
|
|
|
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|
Rise Advisors, LLC
|
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|
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|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
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|
|
|
Curat Global, LLC
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
|
|
|
|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
|
|
|
|
FULVX - FIDELITY SUMMER STREET TRUST - Fidelity U.S. Low Volatility Equity Fund
|
|
|
|
|
|
Old Point Trust & Financial Services N A
|
|
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|
Morgan Stanley
|
|
|
|
|
|
DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares
|
|
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|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
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|
|
VMAX - Lattice Strategies Trust - Hartford US Value ETF
|
|
|
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|
|
Cherokee Insurance Co
|
|
|
|
|
|
UGE - PROSHARES TRUST - ProShares Ultra Consumer Goods
|
|
|
|
|
|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
|
Tyche Wealth Partners LLC
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
Matrix Trust Co
|
|
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|
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|
SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I
|
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|
|
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|
Independence Bank of Kentucky
|
|
|
|
|
|
Park Capital Management, LLC / WI
|
|
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|
|
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
Northeast Financial Consultants Inc
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
Distillate Capital Partners LLC
|
|
|
|
|
|
Delap Wealth Advisory, Llc
|
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|
|
|
|
Dorsey Wright & Associates
|
|
|
|
|
|
Mitchell Capital Management Co
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
|
|
|
|
|
Alta Capital Management Llc/
|
|
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|
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|
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
|
|
|
|
Mendel Capital Management LLC
|
|
|
|
|
|
Northwest & Ethical Investments L.P.
|
|
|
|
|
|
Institutional Investment Strategy Fund
|
|
|
|
|
|
Wellington Management Group Llp
|
|
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|
|
TNBIX - 1290 Funds - 1290 SmartBeta Equity Fund Class I
|
|
|
|
|
|
Jensen Investment Management Inc
|
|
|
|
|
|
W Advisors, Llc
|
|
|
|
|
|
MGB Wealth Management, LLC
|
|
|
|
|
|
Nova Wealth Management, Inc.
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
Maia Wealth LLC
|
|
|
|
|
|
Monticello Wealth Management, Llc
|
|
|
|
|
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
Shoker Investment Counsel, Inc.
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
|
|
|
|
Westside Investment Management, Inc.
|
|
|
|
|
|
Richards, Merrill & Peterson, Inc.
|
|
|
|
|
|
ITAN - Alpha Architect ETF Trust - Sparkline Intangible Value ETF
|
|
|
|
|
|
Total Investment Management Inc
|
|
|
|
|
|
MDDAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Diversified Value Fund Class A
|
|
|
|
|
|
Hennessy Advisors Inc
|
|
|
|
|
|
Gateway Investment Advisers Llc
|
|
|
|
|
|
Rakuten Investment Management, Inc.
|
|
|
|
|
|
LSVEX - ADVISORS' INNER CIRCLE FUND - LSV VALUE EQUITY FUND Institutional Class Shares
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
Mather Group, Llc.
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
Courier Capital Llc
|
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Global Equities Portfolio Class 1
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Cornerstone Wealth Management, LLC
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
Global Financial Private Client, LLC
|
|
|
|
|
|
Quest 10 Wealth Builders, Inc.
|
|
|
|
|
|
Sherman Asset Management, Inc.
|
|
|
|
|
|
CoreFirst Bank & Trust
|
|
|
|
|
|
Aprio Wealth Management, LLC
|
|
|
|
|
|
Westpac Banking Corp
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
|
|
|
|
|
DVAL - Franklin Templeton ETF Trust - BrandywineGLOBAL-Dynamic US Large Cap Value ETF
|
|
|
|
|
|
UniSuper Management Pty Ltd
|
|
|
|
|
|
Advanced Asset Management Advisors Inc
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Thrivent Core Funds - Thrivent Core Low Volatility Equity Fund
|
|
|
|
|
|
Weaver C. Barksdale & Associates, Inc.
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
Procyon Private Wealth Partners, LLC
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
Shell Asset Management Co
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
Foundations Investment Advisors, LLC
|
|
|
|
|
|
Inspirion Wealth Advisors, Llc
|
|
|
|
|
|
WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
Capital Investment Counsel, Inc
|
|
|
|
|
|
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
USA Financial Portformulas Corp
|
|
|
|
|
|
Cornercap Investment Counsel Inc
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
HAP Trading, LLC
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
|
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
|
|
|
|
|
LSVD - ADVISORS' INNER CIRCLE FUND - LSV Disciplined Value ETF
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
Sigma Investment Counselors Inc
|
|
|
|
|
|
Change Path, LLC
|
|
|
|
|
|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
|
|
|
|
|
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A
|
|
|
|
|
|
TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
|
|
|
|
Trust Co Of Toledo Na /oh/
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
Means Investment Co., Inc.
|
|
|
|
|
|
Phillips Financial Management, Llc
|
|
|
|
|
|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
|
|
|
|
Siemens Fonds Invest GmbH
|
|
|
|
|
|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
|
|
|
|
DnB Asset Management AS
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB
|
|
|
|
|
|
FDx Advisors, Inc.
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
|
|
|
|
|
Retirement Systems of Alabama
|
|
|
|
|
|
Flavin Financial Services, Inc.
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
Maseco Llp
|
|
|
|
|
|
Worldquant Millennium Advisors Llc
|
|
|
|
|
|
Opus Capital Group, LLC
|
|
|
|
|
|
PNOPX - PUTNAM SUSTAINABLE LEADERS FUND - PUTNAM SUSTAINABLE LEADERS FUND Class A Shares
|
|
|
|
|
|
SEIV - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Value Factor ETF
|
|
|
|
|
|
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares
|
|
|
|
|
|
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
|
|
|
|
|
|
FVALX - FORESTER FUNDS INC - Forester Value Fund Class N
|
|
|
|
|
|
Vectors Research Management, LLC
|
|
|
|
|
|
Bleakley Financial Group, LLC
|
|
|
|
|
|
Aspire Private Capital, LLC
|
|
|
|
|
|
J. Safra Sarasin Holding AG
|
|
|
|
|
|
Costello Asset Management, INC
|
|
|
|
|
|
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
|
|
|
|
|
Centiva Capital, LP
|
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
NULC - Nushares ETF Trust - Nuveen ESG Large-Cap ETF
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
RETL - Direxion Shares ETF Trust - Direxion Daily Retail Bull 3X Shares
|
|
|
|
|
|
Creekmur Asset Management LLC
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
|
|
|
|
|
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares
|
|
|
|
|
|
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class
|
|
|
|
|
|
DVLU - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Value ETF
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
|
|
|
|
UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
MDPL - Northern Lights Fund Trust IV - Monarch Dividend Plus Index ETF
|
|
|
|
|
|
WLDR - Two Roads Shared Trust - Affinity World Leaders Equity ETF
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
Proficio Capital Partners LLC
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
Pensionfund Sabic
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
Boston Private Wealth Llc
|
|
|
|
|
|
CWA Asset Management Group, LLC
|
|
|
|
|
|
Tiaa Trust, National Association
|
|
|
|
|
|
Caption Management, LLC
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
Marietta Investment Partners Llc
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
WTAI - WisdomTree Trust - WisdomTree Artificial Intelligence and Innovation Fund NA
|
|
|
|
|
|
Winton Capital Group Ltd
|
|
|
|
|
|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
|
|
|
IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF
|
|
|
|
|
|
Delta Accumulation, LLC
|
|
|
|
|
|
Creative Capital Management Investments LLC
|
|
|
|
|
|
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
SageView Advisory Group, LLC
|
|
|
|
|
|
Noble Wealth Management PBC
|
|
|
|
|
|
Stamos Capital Partners, L.p.
|
|
|
|
|
|
BI Asset Management Fondsmaeglerselskab A/S
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
Quest Partners LLC
|
|
|
|
|
|
Meiji Yasuda Life Insurance Co
|
|
|
|
|
|
Unigestion Holding SA
|
|
|
|
|
|
Jaffetilchin Investment Partners, LLC
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
Banco Santander, S.A.
|
|
|
|
|
|
Prosperitas Financial LLC
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
Acorn Wealth Advisors, LLC
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
Heritage Wealth Management, Inc.
|
|
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|
|
|
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
Spring Capital Management, Llc
|
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|
|
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|
FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
Hrt Financial Lp
|
|
|
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|
|
Salem Investment Counselors Inc
|
|
|
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|
|
Ergawealth Advisors, Inc.
|
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|
|
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|
Arkadios Wealth Advisors
|
|
|
|
|
|
Illinois Municipal Retirement Fund
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
FARYX - Northern Lights Fund Trust IV - Fulcrum Diversified Absolute Return Fund Super Institutional Class
|
|
|
|
|
|
VMVIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Value Index Fund Investor Shares
|
|
|
|
|
|
GSRAX - GOLDMAN SACHS TRUST - Goldman Sachs Rising Dividend Growth Fund Class A
|
|
|
|
|
|
QIDX - Spinnaker ETF Series - Indexperts Quality Earnings Focused ETF
|
|
|
|
|
|
IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF
|
|
|
|
|
|
Family Management Corp
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
|
|
Safe Harbor Fiduciary, LLC
|
|
|
|
|
|
Journey Advisory Group, LLC
|
|
|
|
|
|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
|
|
|
|
|
Mindset Wealth Management, Llc
|
|
|
|
|
|
BlackRock ETF Trust - Blackrock Future U.S. Themes ETF
|
|
|
|
|
|
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
Marshall Financial Group LLC
|
|
|
|
|
|
DSTL - ETF Series Solutions - Distillate U.S. Fundamental Stability & Value ETF
|
|
|
|
|
|
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
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|
|
|
|
Mbb Public Markets I Llc
|
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|
|
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|
1620 Investment Advisors, Inc.
|
|
|
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|
Brandywine Global Investment Management, LLC
|
|
|
|
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|
Tredje AP-fonden
|
|
|
|
|
|
FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
Nuveen Nasdaq 100 Dynamic Overwrite Fund
|
|
|
|
|
|
UPGD - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Raymond James SB-1 Equity ETF
|
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|
Kingswood Wealth Advisors, Llc
|
|
|
|
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Nbt Bank N A /ny
|
|
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|
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GLBL - Pacer Funds Trust - Pacer MSCI World Industry Advantage ETF
|
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|
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6
|
|
|
|
|
|
QLC - FlexShares Trust - FlexShares US Quality Large Cap Index Fund
|
|
|
|
|
|
DDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Dividend ETF
|
|
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|
WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares
|
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|
Cary Street Partners Financial Llc
|
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Mission Wealth Management, Lp
|
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AVLVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value Fund Institutional Class
|
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|
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|
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INFO - Harbor ETF Trust - Harbor PanAgora Dynamic Large Cap Core ETF
|
|
|
|
|
|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
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|
|
|
Acadian Asset Management Llc
|
|
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|
Resources Investment Advisors, LLC.
|
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ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
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|
|
J2 Capital Management Inc
|
|
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|
|
Principal Street Partners, LLC
|
|
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|
|
Parcion Private Wealth LLC
|
|
|
|
|
|
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
|
|
|
|
|
Venture Visionary Partners LLC
|
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|
Empirical Finance, LLC
|
|
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|
Belpointe Asset Management LLC
|
|
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|
Dai-Ichi Life Insurance Company, Ltd
|
|
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|
HFM Investment Advisors, LLC
|
|
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|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
|
|
|
|
|
FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund
|
|
|
|
|
|
Plancorp, LLC
|
|
|
|
|
|
Zacks Investment Management
|
|
|
|
|
|
Equitable Holdings, Inc.
|
|
|
|
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|
Iron Horse Wealth Management, LLC
|
|
|
|
|
|
Stock Yards Bank & Trust Co
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
|
|
|
|
|
Mid-American Wealth Advisory Group, Inc.
|
|
|
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
|
|
|
|
|
Southland Equity Partners LLC
|
|
|
|
|
|
Everhart Financial Group, Inc.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Legg Mason BW Large Cap Value Portfolio Class 1
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
Barnes Dennig Private Wealth Management LLC
|
|
|
|
|
|
RYCIX - RYDEX SERIES FUNDS - Consumer Products Fund Investor Class
|
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
MNHCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Maximum Term Series Class L
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
Choate Investment Advisors
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
FVAL - FIDELITY COVINGTON TRUST - Fidelity Value Factor ETF
|
|
|
|
|
|
Equitable Trust Co
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
Capital Square, LLC
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
|
Metis Global Partners, LLC
|
|
|
|
|
|
Great Lakes Advisors, Llc
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
Forsta Ap-fonden
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
|
|
Demars Financial Group, LLC
|
|
|
|
|
|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
Citizens Financial Group Inc/ri
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
United Advisor Group, LLC
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
Los Angeles Capital Management Llc
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
Lifeworks Advisors, LLC
|
|
|
|
|
|
Cambridge Financial Group, Inc.
|
|
|
|
|
|
MNRMX - MANOR INVESTMENT FUNDS INC - Manor Fund
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
Sigma Planning Corp
|
|
|
|
|
|
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class
|
|
|
|
|
|
Investors Research Corp
|
|
|
|
|
|
SPVU - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Enhanced Value ETF
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
|
|
|
|
|
Norinchukin Bank, The
|
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
|
|
|
|
|
SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
Convergence Investment Partners, LLC
|
|
|
|
|
|
Aldebaran Financial Inc.
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
|
|
|
|
|
Everett Harris & Co /ca/
|
|
|
|
|
|
Centennial Bank/AR/
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
Apella Capital, LLC
|
|
|
|
|
|
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
|
|
|
|
|
|
Westbourne Investments, Inc.
|
|
|
|
|
|
Reliant Investment Partners, LLC
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
Evergreen Private Wealth LLC
|
|
|
|
|
|
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
|
|
|
|
|
|
CogentBlue Wealth Advisors, LLC
|
|
|
|
|
|
Mutual Of America Capital Management Llc
|
|
|
|
|
|
RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF
|
|
|
|
|
|
FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
MSH Capital Advisors LLC
|
|
|
|
|
|
Picton Mahoney Asset Management
|
|
|
|
|
|
Roof Eidam & Maycock/adv
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
J. W. Coons Advisors, LLC
|
|
|
|
|
|
TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund
|
|
|
|
|
|
Jnl Series Trust - Jnl Multi-manager Mid Cap Fund (a)
|
|
|
|
|
|
SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF
|
|
|
|
|
|
Exencial Wealth Advisors, Llc
|
|
|
|
|
|
AMFEX - ASSET MANAGEMENT FUND - AAMA Equity Fund
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
Daymark Wealth Partners, Llc
|
|
|
|
|
|
Rik Saylor Financial, Inc.
|
|
|
|
|
|
Secure Asset Management, LLC
|
|
|
|
|
|
Traynor Capital Management, Inc.
|
|
|
|
|
|
Inceptionr Llc
|
|
|
|
|
|
Uncommon Cents Investing LLC
|
|
|
|
|
|
Fulcrum Asset Management LLP
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
PKAIX - PIMCO Equity Series - PIMCO RAE US Fund Institutional Class
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
Smithbridge Asset Management Inc/de
|
|
|
|
|
|
Portfolio Design Labs, LLC
|
|
|
|
|
|
Susquehanna Fundamental Investments, Llc
|
|
|
|
|
|
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
PGLOX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Consumer Fund
|
|
|
|
|
|
XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF
|
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
Gabelli Dividend & Income Trust
|
|
|
|
|
|
Advyzon Investment Management, LLC
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
Orion Capital Management LLC
|
|
|
|
|
|
Caisse De Depot Et Placement Du Quebec
|
|
|
|
|
|
STXV - EA Series Trust - Strive 1000 Value ETF
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
Valued Wealth Advisors LLC
|
|
|
|
|
|
GTAPX - GLENMEDE FUND INC - Quantitative U.S. Long/Short Equity Portfolio
|
|
|
|
|
|
Northwestern Mutual Investment Management Company, Llc
|
|
|
|
|
|
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
|
|
|
|
|
Columbia Asset Management
|
|
|
|
|
|
Efficient Advisors, LLC
|
|
|
|
|
|
Rogco, Lp
|
|
|
|
|
|
Schechter Investment Advisors, LLC
|
|
|
|
|
|
Western Wealth Management, LLC
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
Sofos Investments, Inc.
|
|
|
|
|
|
Mascoma Wealth Management LLC
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
EPG Wealth Management LLC
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2
|
|
|
|
|
|
NJ State Employees Deferred Compensation Plan
|
|
|
|
|
|
NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF
|
|
|
|
|
|
EARAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
|
|
|
|
|
Northern Oak Wealth Management Inc
|
|
|
|
|
|
Kiker Wealth Management, LLC
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
First Business Financial Services, Inc.
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Janus Henderson U.S. Low Volatility Portfolio
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
Conning Inc.
|
|
|
|
|
|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
Middleton & Co Inc/ma
|
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
Lmcg Investments, Llc
|
|
|
|
|
|
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF
|
|
|
|
|
|
Horan Securities, Inc.
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
Beverly Hills Private Wealth, LLC
|
|
|
|
|
|
Westover Capital Advisors, LLC
|
|
|
|
|
|
Te Ahumairangi Investment Management Ltd
|
|
|
|
|
|
AVLV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value ETF
|
|
|
|
|
|
Townsquare Capital Llc
|
|
|
|
|
|
Leavell Investment Management, Inc.
|
|
|
|
|
|
AllSquare Wealth Management LLC
|
|
|
|
|
|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I
|
|
|
|
|
|
ASR Vermogensbeheer N.V.
|
|
|
|
|
|
VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
|
|
|
|
|
|
Capital Investment Advisory Services, LLC
|
|
|
|
|
|
Cherry Tree Wealth Management, LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio
|
|
|
|
|
|
Mill Creek Capital Advisors, LLC
|
|
|
|
|
|
AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
Williams Jones Wealth Management, LLC.
|
|
|
|
|
|
Mn Services Vermogensbeheer B.V.
|
|
|
|
|
|
Jump Financial, LLC
|
|
|
|
|
|
OMAH - Tidal Trust III - VistaShares Target 15 Berkshire Select Income ETF
|
|
|
|
|
|
Thompson Investment Management, Inc.
|
|
|
|
|
|
Aurdan Capital Management, LLC
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
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FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
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|
|
Farmers & Merchants Investments Inc
|
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|
VCGAX - VALIC Co I - Growth & Income Fund
|
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|
Natixis ETF Trust - Natixis Gateway Quality Income ETF
|
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|
Hummer Financial Advisory Services Inc
|
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|
Burney Co/
|
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|
Engineers Gate Manager LP
|
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|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
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|
|
Financial Enhancement Group LLC
|
|
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|
|
Barrett & Company, Inc.
|
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|
Alta Advisers Ltd
|
|
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|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
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|
Windsor Advisory Group, LLC
|
|
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|
Truist Financial Corp
|
|
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|
FUNL - Advisor Managed Portfolios - CornerCap Fundametrics Large-Cap ETF
|
|
|
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|
Wealth Alliance Advisory Group, LLC
|
|
|
|
|
|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
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|
EQRR - PROSHARES TRUST - ProShares Equities for Rising Rates ETF
|
|
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|
Bayforest Capital Ltd
|
|
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|
|
PUTNAM VARIABLE TRUST - Putnam VT Multi-Cap Core Fund Class IA Shares
|
|
|
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|
|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
|
|
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|
Proactive Wealth Strategies LLC
|
|
|
|
|
|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
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|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
|
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|
Accredited Wealth Management, LLC
|
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|
Gotham Asset Management, LLC
|
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|
Nemes Rush Group LLC
|
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|
NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A
|
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|
Obermeyer Wood Investment Counsel, Lllp
|
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|
Gables Capital Management Inc.
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Glenview Trust Co
|
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NEFOX - Natixis Funds Trust II - Natixis Oakmark Fund Class A
|
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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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|
Qsemble Capital Management, LP
|
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|
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares
|
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|
EverSource Wealth Advisors, LLC
|
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AlphaCore Capital LLC
|
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NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
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|
HRCPX - CARILLON SERIES TRUST - Carillon ClariVest Capital Appreciation Fund Class A
|
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Gw Henssler & Associates Ltd
|
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USMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA ETF
|
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|
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A
|
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GVLU - Tidal ETF Trust - Gotham 1000 Value ETF
|
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|
Employees Retirement System of Texas
|
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|
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF
|
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|
Cerity Partners LLC
|
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|
Moors & Cabot, Inc.
|
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Twin Capital Management Inc
|
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|
MNDFX - MANNING & NAPIER FUND, INC. - Disciplined Value Series Class I
|
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|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
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|
Schwartz Investment Counsel Inc
|
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|
State Of Michigan Retirement System
|
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DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF
|
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|
International Assets Investment Management, Llc
|
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|
Barnett & Company, Inc.
|
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Concurrent Investment Advisors, LLC
|
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Wynn Capital, LLC
|
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GVMCX - WILLIAMSBURG INVESTMENT TRUST - Government Street Mid-Cap Fund
|
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|
Measured Wealth Private Client Group, LLC
|
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|
BlackRock, Inc.
|
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RYZAX - RYDEX SERIES FUNDS - S&P 500 Pure Value Fund Class H
|
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|
Shulman DeMeo Asset Management LLC
|
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|
Diversified Trust Co
|
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|
Spreng Capital Management, Inc.
|
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Groesbeck Investment Management Corp /nj/
|
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|
Mediolanum International Funds Ltd
|
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FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
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|
Buckingham Strategic Partners
|
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|
|
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF
|
|
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|
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|
ACVF - ETF Opportunities Trust - American Conservative Values ETF
|
|
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|
Dynamic Technology Lab Private Ltd
|
|
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|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
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|
Graypoint LLC
|
|
|
|
|
|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
|
|
|
|
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF
|
|
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|
|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
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|
|
New Mexico Educational Retirement Board
|
|
|
|
|
|
Profunds - Profund Vp Ultrabull
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class
|
|
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|
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|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
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|
Glenmede Investment Management, LP
|
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|
CTC Alternative Strategies, Ltd.
|
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|
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|
|
Provenance Wealth Advisors, LLC
|
|
|
|
|
|
BCGM Wealth Management, LLC
|
|
|
|
|
|
VVJEX - Voya EQUITY TRUST - Voya VACS Series MCV Fund
|
|
|
|
|
|
LexAurum Advisors, LLC
|
|
|
|
|
|
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
Moss Adams Wealth Advisors LLC
|
|
|
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|
|
Raiffeisen Bank International AG
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
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|
Cookson Peirce & Co Inc
|
|
|
|
|
|
Godsey & Gibb Associates
|
|
|
|
|
|
Cypress Capital, LLC
|
|
|
|
|
|
Blue Capital, Inc.
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
Binnacle Investments Inc
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
Financial Perspectives, Inc
|
|
|
|
|
|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
|
|
|
|
Carnegie Capital Asset Management, LLC
|
|
|
|
|
|
Kwmg, Llc
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
|
Core Alternative Capital
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
Laurel Wealth Advisors LLC
|
|
|
|
|
|
Alyeska Investment Group, L.P.
|
|
|
|
|
|
Onefund, Llc
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
Crewe Advisors LLC
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
Opal Wealth Advisors, LLC
|
|
|
|
|
|
Fox Run Management, L.l.c.
|
|
|
|
|
|
PSL - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Consumer Staples Momentum ETF
|
|
|
|
|
|
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares
|
|
|
|
|
|
NWAYX - NATIONWIDE MUTUAL FUNDS - Nationwide GQG US Quality Equity Fund Eagle Class
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P
|
|
|
|
|
|
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
Midwest Trust Co
|
|
|
|
|
|
Private Management Group Inc
|
|
|
|
|
|
NDVR, Inc.
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
DecisionPoint Financial, LLC
|
|
|
|
|
|
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares
|
|
|
|
|
|
FTA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Value AlphaDEX Fund
|
|
|
|
|
|
M&G Plc
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
Altrinsic Global Advisors Llc
|
|
|
|
|
|
Cohen & Steers, Inc.
|
|
|
|
|
|
Cigna Investments Inc /new
|
|
|
|
|
|
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A
|
|
|
|
|
|
ARTQX - ARTISAN PARTNERS FUNDS INC - Artisan Mid Cap Value Fund Investor Shares
|
|
|
|
|
|
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
|
|
|
|
|
True North Advisors, LLC
|
|
|
|
|
|
FQUAX - AMG Funds I - AMG FQ Long-Short Equity Fund Class N
|
|
|
|
|
|
Capital Planning LLC
|
|
|
|
|
|
Profunds - Profund Vp Consumer Goods
|
|
|
|
|
|
GPIGX - GPS Funds II - GuidePath(R) Growth and Income Fund
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares
|
|
|
|
|
|
Wealth Dimensions Group, Ltd.
|
|
|
|
|
|
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
Meeder Advisory Services, Inc.
|
|
|
|
|
|
GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF
|
|
|
|
|
|
Plante Moran Financial Advisors, LLC
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
|
|
|
|
|
Maven Securities LTD
|
|
|
|
|
|
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
|
|
|
|
|
Sapient Capital Llc
|
|
|
|
|
|
Generali Asset Management SPA SGR
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
Confluence Wealth Services, Inc.
|
|
|
|
|
|
WealthPlan Investment Management, LLC
|
|
|
|
|
|
Adviser Investments LLC
|
|
|
|
|
|
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B
|
|
|
|
|
|
Diligent Investors, LLC
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
Everence Capital Management Inc
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
Rinkey Investments
|
|
|
|
|
|
Townsend & Associates, Inc
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
Catalyst Financial Partners Llc
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Mid Cap Value Fund Service Class
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
Chilton Investment Co Llc
|
|
|
|
|
|
Outlook Wealth Advisors, LLC
|
|
|
|
|
|
DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF
|
|
|
|
|
|
ESGIX - VALUED ADVISERS TRUST - Dana Epiphany ESG Equity Fund Institutional Class Shares
|
|
|
|
|
|
ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A
|
|
|
|
|
|
NEFSX - Natixis Funds Trust I - Natixis U.S. Equity Opportunities Fund Class A
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
Savvy Advisors, Inc.
|
|
|
|
|
|
Sherbrooke Park Advisers Llc
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
|
|
|
|
|
Joseph Group Capital Management
|
|
|
|
|
|
Nations Financial Group Inc, /ia/ /adv
|
|
|
|
|
|
Compass Wealth Management LLC
|
|
|
|
|
|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
|
|
|
|
|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
|
|
|
Invesco, Llc
|
|
|
|
|
|
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF
|
|
|
|
|
|
T. Rowe Price Investment Management, Inc.
|
|
|
|
|
|
Valmark Advisers, Inc.
|
|
|
|
|
|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A
|
|
|
|
|
|
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
|
|
|
|
|
SCS Capital Management LLC
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
Arrow Investment Advisors, LLC
|
|
|
|
|
|
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV
|
|
|
|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
Compass Financial Services Inc
|
|
|
|
|
|
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
|
|
|
Guggenheim Strategic Opportunities Fund
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
ACWV - iShares, Inc. - iShares Edge MSCI Min Vol Global ETF
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
BLPIX - Profunds - Bull Profund Investor Class
|
|
|
|
|
|
Sienna Gestion
|
|
|
|
|
|
Patten & Patten Inc/tn
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
NOLVX - Northern Funds - Northern Large Cap Value Fund
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
Peoples Bank/KS
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
Atlantic Edge Private Wealth Management, LLC
|
|
|
|
|
|
FSTA - FIDELITY COVINGTON TRUST - Fidelity MSCI Consumer Staples Index ETF
|
|
|
|
|
|
Members Capital Advisors Inc
|
|
|
|
|
|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
|
|
|
Spdr S&p 500 Etf Trust
|
|
|
|
|
|
Arrowstreet Capital, Limited Partnership
|
|
|
|
|
|
111 Capital
|
|
|
|
|
|
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
|
|
|
|
|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
|
|
|
|
|
Aspen Wealth Strategies, LLC
|
|
|
|
|
|
Axxcess Wealth Management, Llc
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
|
|
|
|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
|
|
|
|
Laurion Capital Management LP
|
|
|
|
|
|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
Assenagon Asset Management S.A.
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
|
VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF
|
|
|
|
|
|
SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
|
|
|
|
|
High Net Worth Advisory Group LLC
|
|
|
|
|
|
Whittier Trust Co
|
|
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|
|
|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
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|
|
|
|
SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A
|
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|
|
|
|
Tudor Investment Corp Et Al
|
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|
|
|
|
BridgePort Financial Solutions, LLC
|
|
|
|
|
|
Addison Advisors LLC
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
Stratos Wealth Advisors, LLC
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
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|
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|
WJ Wealth Management, LLC
|
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|
Stephens Consulting, LLC
|
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|
Ridgewood Investments LLC
|
|
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|
Fuller & Thaler Asset Management, Inc.
|
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|
Principia Wealth Advisory, LLC
|
|
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|
|
|
Fiduciary Family Office, Llc
|
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|
|
|
|
FLDFX - Meeder Funds - BALANCED FUND Retail Class
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
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|
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|
|
Walleye Trading LLC
|
|
|
|
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|
Lindbrook Capital, Llc
|
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|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
JGP Wealth Management, LLC
|
|
|
|
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|
Novak & Powell Financial Services, Inc.
|
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|
D'Orazio & Associates, Inc.
|
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|
Forum Private Client Group LLC
|
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|
Brinker Capital Investments, LLC
|
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|
Rocky Mountain Advisers, Llc
|
|
|
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|
|
ERNZ - Listed Funds Trust - TrueShares Active Yield ETF
|
|
|
|
|
|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
|
|
|
|
HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF
|
|
|
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|
AVMV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Value ETF
|
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|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
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|
|
|
|
Xponance, Inc.
|
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|
|
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|
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF
|
|
|
|
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|
Gabelli Funds Llc
|
|
|
|
|
|
FMTM - EA Series Trust - MarketDesk Focused U.S. Momentum ETF
|
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|
|
|
|
Greykasell Wealth Strategies, Inc.
|
|
|
|
|
|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
|
|
|
Elser Financial Planning, Inc
|
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|
Dorsey & Whitney Trust CO LLC
|
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SG Americas Securities, LLC
|
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|
Ferguson Wellman Capital Management, Inc
|
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Sandy Spring Bank
|
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|
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares
|
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|
|
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|
Kcm Investment Advisors Llc
|
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|
|
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
|
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PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
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|
Whittier Trust Co Of Nevada Inc
|
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|
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|
Beacon Financial Group
|
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|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
|
|
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
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|
First Affirmative Financial Network
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
|
|
|
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class
|
|
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|
Bare Financial Services, Inc
|
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|
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|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
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|
SGL Investment Advisors, Inc.
|
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MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
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|
Td Asset Management Inc
|
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Lebenthal Global Advisors, LLC
|
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|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
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|
ULVM - Victory Portfolios II - VictoryShares USAA MSCI USA Value Momentum ETF
|
|
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|
Scotia Capital Inc.
|
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VSNGX - JPMorgan Trust I - JPMorgan Mid Cap Equity Fund Class I
|
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|
Lombard Odier Asset Management (USA) Corp
|
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|
Johnson Financial Group, Inc.
|
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Ninety One UK Ltd
|
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OALC - UNIFIED SERIES TRUST - OneAscent Large Cap Core ETF
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
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|
|
|
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund
|
|
|
|
|
|
VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares
|
|
|
|
|
|
Syverson Strege & Co
|
|
|
|
|
|
HFCGX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Growth Fund Investor Class
|
|
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|
|
|
RBF Capital, LLC
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF
|
|
|
|
|
|
FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A
|
|
|
|
|
|
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
|
|
|
|
|
|
River Road Asset Management, LLC
|
|
|
|
|
|
Quarry LP
|
|
|
|
|
|
Nilsine Partners, LLC
|
|
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|
|
|
Atlas Capital Advisors Llc
|
|
|
|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
|
VGLSX - VALIC Co I - Global Strategy Fund
|
|
|
|
|
|
Meiji Yasuda Asset Management Co Ltd.
|
|
|
|
|
|
USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund
|
|
|
|
|
|
Bfsg, Llc
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
Hollencrest Capital Management
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 Pure Value Fund Variable Annuity
|
|
|
|
|
|
SMIZ - Zacks Trust - Zacks Small/Mid Cap ETF
|
|
|
|
|
|
Resonant Capital Advisors, LLC
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
Future Financial Wealth Managment LLC
|
|
|
|
|
|
WestEnd Advisors, LLC
|
|
|
|
|
|
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF
|
|
|
|
|
|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
|
|
|
|
Empower Advisory Group, LLC
|
|
|
|
|
|
Pacer Advisors, Inc.
|
|
|
|
|
|
First Citizens Bank & Trust Co
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
|
|
Bremer Bank National Association
|
|
|
|
|
|
IMC-Chicago, LLC
|
|
|
|
|
|
Maj Invest Holding A/S
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
RTH - VanEck Vectors ETF Trust - VanEck Vectors Retail ETF
|
|
|
|
|
|
Numerai GP LLC
|
|
|
|
|
|
Coordinated Financial Services, Inc.
|
|
|
|
|
|
Brevan Howard Capital Management LP
|
|
|
|
|
|
Richard Bernstein Advisors LLC
|
|
|
|
|
|
HSGFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Growth Fund
|
|
|
|
|
|
Sierra Ocean, Llc
|
|
|
|
|
|
FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
|
|
|
|
|
Commerzbank Aktiengesellschaft /fi
|
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
Vermillion & White Wealth Management Group, LLC
|
|
|
|
|
|
PWV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Large Cap Value ETF
|
|
|
|
|
|
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
|
|
|
|
|
|
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
|
|
|
|
|
UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund
|
|
|
|
|
|
Integrity Alliance, Llc.
|
|
|
|
|
|
NUDV - Nushares ETF Trust - Nuveen ESG Dividend ETF
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Global Growth and Income Fund Class 1
|
|
|
|
|
|
Richard W. Paul & Associates, LLC
|
|
|
|
|
|
Volterra Technologies LP
|
|
|
|
|
|
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
|
|
|
|
|
Legacy Financial Strategies, LLC
|
|
|
|
|
|
Goodwin Investment Advisory
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Consumers Staples Sector Fund (A)
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB
|
|
|
|
|
|
Millstone Evans Group, LLC
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
ISAM Funds (UK) Ltd
|
|
|
|
|
|
Nvwm, Llc
|
|
|
|
|
|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
Rakuten Securities, Inc.
|
|
|
|
|
|
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A
|
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
|
Dumont & Blake Investment Advisors Llc
|
|
|
|
|
|
Nuveen Core Equity Alpha Fund
|
|
|
|
|
|
Tsfg, Llc
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund
|
|
|
|
|
|
City State Bank
|
|
|
|
|
|
FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund
|
|
|
|
|
|
IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I
|
|
|
|
|
|
Arlington Trust Co LLC
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
Sustainable Insight Capital Management, LLC
|
|
|
|
|
|
First National Bank of Hutchinson
|
|
|
|
|
|
Freedom Day Solutions, LLC
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
HSAFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Allocation Fund
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
Steadfast Capital Management Lp
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
|
|
|
|
|
|
Gradient Investments LLC
|
|
|
|
|
|
Old North State Trust, LLC
|
|
|
|
|
|
Alaethes Wealth LLC
|
|
|
|
|
|
Kathmere Capital Management, LLC
|
|
|
|
|
|
Caldwell Securities, Inc
|
|
|
|
|
|
Aaron Wealth Advisors LLC
|
|
|
|
|
|
Washington Capital Management Inc
|
|
|
|
|
|
AdvisorShares Investments LLC
|
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
Aster Capital Management (DIFC) Ltd
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
BOK Financial Private Wealth, Inc.
|
|
|
|
|
|
Wood Tarver Financial Group, LLC
|
|
|
|
|
|
Trustmark National Bank Trust Department
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
Founders Financial Alliance, LLC
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
Summit Financial, LLC
|
|
|
|
|
|
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
|
|
|
|
|
HCMNX - NORTHERN LIGHTS FUND TRUST III - HCM Dividend Sector Plus Fund Class A Shares
|
|
|
|
|
|
Flagship Harbor Advisors, Llc
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
SYM FINANCIAL Corp
|
|
|
|
|
|
Wealthspire Advisors, LLC
|
|
|
|
|
|
Central Pacific Bank - Trust Division
|
|
|
|
|
|
Steel Peak Wealth Management LLC
|
|
|
|
|
|
Patton Fund Management, Inc.
|
|
|
|
|
|
Capital Investment Advisors, LLC
|
|
|
|
|
|
IEDI - iShares U.S. ETF Trust - iShares Evolved U.S. Discretionary Spending ETF
|
|
|
|
|
|
Farmers Trust Co
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
Community Bank & Trust, Waco, Texas
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
Kapstone Financial Advisors LLC
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Real Return Portfolio Real Return Portfolio
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
SPRAX - Prudential Investment Portfolios, Inc. 10 - Pgim Qma Mid-cap Value Fund Class A
|
|
|
|
|
|
STRV - EA Series Trust - Strive 500 ETF
|
|
|
|
|
|
New York Life Investment Management Llc
|
|
|
|
|
|
Strategies Wealth Advisors, LLC
|
|
|
|
|
|
Morningstar Investment Management LLC
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
Signature Estate & Investment Advisors Llc
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
Parthenon Llc
|
|
|
|
|
|
McIlrath & Eck, LLC
|
|
|
|
|
|
DVOL - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Low Volatility ETF
|
|
|
|
|
|
Bonfire Financial
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
National Asset Management, Inc.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Special Opportunities Fund Standard Class
|
|
|
|
|
|
Formidable Asset Management, LLC
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
Oak Ridge Investments Llc
|
|
|
|
|
|
JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF
|
|
|
|
|
|
Kozak & Associates, Inc.
|
|
|
|
|
|
NULV - Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF
|
|
|
|
|
|
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
American National Bank
|
|
|
|
|
|
Baker Ellis Asset Management LLC
|
|
|
|
|
|
FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF
|
|
|
|
|
|
Astoria Portfolio Advisors LLC.
|
|
|
|
|
|
Deseret Mutual Benefit Administrators
|
|
|
|
|
|
Ausdal Financial Partners, Inc.
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
|
|
|
|
|
DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF
|
|
|
|
|
|
Lane & Associates LLC
|
|
|
|
|
|
LSEQ - Harbor ETF Trust - Harbor Long-Short Equity ETF
|
|
|
|
|
|
KXI - iSHARES TRUST - iShares Global Consumer Staples ETF
|
|
|
|
|
|
FSRPX - FIDELITY SELECT PORTFOLIOS - Retailing Portfolio
|
|
|
|
|
|
CarsonAllaria Wealth Management, Ltd.
|
|
|
|
|
|
Jefferies Financial Group Inc.
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
Simmons Bank
|
|
|
|
|
|
Anchor Capital Advisors Llc
|
|
|
|
|
|
Intrust Bank Na
|
|
|
|
|
|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
|
|
|
Jnl Series Trust - Jnl/wmc Balanced Fund (a)
|
|
|
|
|
|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
|
|
|
|
High Note Wealth, LLC
|
|
|
|
|
|
Y-Intercept (Hong Kong) Ltd
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Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
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IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
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Pettee Investors, Inc.
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