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Asset Management One Co., Ltd.
|
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Blair William & Co/il
|
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Stifel Financial Corp
|
|
|
|
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|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
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|
FSEKX - FIDELITY SUMMER STREET TRUST - Fidelity Sustainability U.S. Equity Fund Fidelity Advisor Sustainability U.S. Equity Fund: Class A
|
|
|
|
|
|
SPUS - Tidal ETF Trust - SP Funds S&P 500 Sharia Industry Exclusions ETF
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
Speece Thorson Capital Group Inc
|
|
|
|
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|
FMILX - FIDELITY MT VERNON STREET TRUST - Fidelity New Millennium Fund
|
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|
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|
Simplex Trading, Llc
|
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Jpmorgan Chase & Co
|
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TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
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|
BLES - Northern Lights Fund Trust IV - Inspire Global Hope ETF
|
|
|
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|
RYDEX VARIABLE TRUST - S&P 500 Pure Growth Fund Variable Annuity
|
|
|
|
|
|
Gilbert & Cook, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
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|
Thompson Investment Management, Inc.
|
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CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
|
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PFG Investments, LLC
|
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|
QVIDTVM Management LLC
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Quarry LP
|
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Seacrest Wealth Management, Llc
|
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Wedmont Private Capital
|
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BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I
|
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Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
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|
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio
|
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VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
Spdr S&p 500 Etf Trust
|
|
|
|
|
|
FCLKX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock K6 Fund
|
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|
|
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares
|
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GMEZX - GuideStone Funds - Impact Equity Fund Investor
|
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Alyeska Investment Group, L.P.
|
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Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
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|
Tax-Managed Value Portfolio - Tax-Managed Value Portfolio
|
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Activest Wealth Management
|
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Standard Life Aberdeen plc
|
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Arrowstreet Capital, Limited Partnership
|
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Bank Of Montreal /can/
|
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HLGEX - JPMORGAN TRUST II - JPMorgan Mid Cap Growth Fund Class I
|
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|
Parkside Financial Bank & Trust
|
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FGEAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Global Capital Appreciation Fund Class A
|
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Grayhawk Investment Strategies Inc.
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SWAN Capital LLC
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Boston Partners
|
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Guggenheim Strategic Opportunities Fund
|
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Ubs Oconnor Llc
|
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Walleye Capital LLC
|
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OHIO NATIONAL FUND INC - ON AB Relative Value Portfolio
|
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Cary Street Partners Financial Llc
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Robeco Institutional Asset Management B.V.
|
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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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|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
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Axq Capital, Lp
|
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Ieq Capital, Llc
|
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Global Trust Asset Management, LLC
|
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STNC - HENNESSY FUNDS TRUST - Hennessy Stance ESG Large Cap ETF
|
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|
Wealth Preservation Advisors, LLC
|
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|
Greykasell Wealth Strategies, Inc.
|
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ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
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Howard Hughes Medical Institute
|
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Trust Co Of Toledo Na /oh/
|
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Vaughan Nelson Investment Management, L.p.
|
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Azzad Asset Management Inc /adv
|
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Qtron Investments LLC
|
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|
NORTHWESTERN MUTUAL SERIES FUND INC - Mid Cap Growth Stock Portfolio
|
|
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|
VCGAX - VALIC Co I - Growth & Income Fund
|
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SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
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|
Nordea Investment Management Ab
|
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|
Livelsberger Financial Advisory
|
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|
Quest 10 Wealth Builders, Inc.
|
|
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|
|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
|
|
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|
State of Alaska, Department of Revenue
|
|
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|
|
Tremblant Capital Group
|
|
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|
Avion Wealth
|
|
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|
DHJJ Financial Advisors, Ltd.
|
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|
Carnegie Capital Asset Management, LLC
|
|
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|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
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|
Mount Yale Investment Advisors, LLC
|
|
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|
Texas Permanent School Fund
|
|
|
|
|
|
TRVLX - T. Rowe Price Value Fund, Inc. - T. Rowe Price Value Fund, Inc.
|
|
|
|
|
|
Mount Lucas Management LP
|
|
|
|
|
|
Kiker Wealth Management, LLC
|
|
|
|
|
|
Wahed Invest LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
|
|
|
|
|
Stone House Investment Management, LLC
|
|
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|
|
Norinchukin Bank, The
|
|
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|
Rockefeller Capital Management L.P.
|
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|
Lazard Asset Management Llc
|
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|
|
Quadrature Capital Ltd
|
|
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|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
Scott Marsh Financial, LLC
|
|
|
|
|
|
Sentry Investment Management Llc
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
DVOL - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Low Volatility ETF
|
|
|
|
|
|
Royal London Asset Management Ltd
|
|
|
|
|
|
Rafferty Asset Management, LLC
|
|
|
|
|
|
Navigoe, LLC
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
Profunds - Profund Vp Ultrabull
|
|
|
|
|
|
Covea Finance
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
Stone Run Capital, Llc
|
|
|
|
|
|
Banco Santander, S.A.
|
|
|
|
|
|
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
Triasima Portfolio Management inc.
|
|
|
|
|
|
Resources Management Corp /ct/ /adv
|
|
|
|
|
|
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
Moss Adams Wealth Advisors LLC
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
ACFOX - American Century Growth Funds, Inc. - Focused Dynamic Growth Fund Investor Class
|
|
|
|
|
|
Value Holdings Management Co. Llc
|
|
|
|
|
|
SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I
|
|
|
|
|
|
VCIGX - VALIC Co I - Dividend Value Fund
|
|
|
|
|
|
RMG Wealth Management LLC
|
|
|
|
|
|
UIVRX - MFS SERIES TRUST VII - MFS Intrinsic Value Fund R6
|
|
|
|
|
|
Provenance Wealth Advisors, LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
|
|
|
|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
Mengis Capital Management, Inc.
|
|
|
|
|
|
Heritage Wealth Advisors
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Mid Cap Managed Volatility Fund Standard Class
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
|
|
|
|
|
|
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A
|
|
|
|
|
|
FAVAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Value Fund Class A
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
|
|
|
Hurley Capital, LLC
|
|
|
|
|
|
FSLVX - FIDELITY DEVONSHIRE TRUST - Fidelity Stock Selector Large Cap Value Fund
|
|
|
|
|
|
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund
|
|
|
|
|
|
Sig Brokerage, Lp
|
|
|
|
|
|
Patton Fund Management, Inc.
|
|
|
|
|
|
FADAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Dividend Growth Fund Class A
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
|
|
IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF
|
|
|
|
|
|
FALAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Large Cap Fund Class A
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
Wedgewood Investors Inc /pa/
|
|
|
|
|
|
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class
|
|
|
|
|
|
FDG - AMERICAN CENTURY ETF TRUST - American Century Focused Dynamic Growth ETF
|
|
|
|
|
|
FIL Ltd
|
|
|
|
|
|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
|
|
|
|
|
USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF
|
|
|
|
|
|
FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund
|
|
|
|
|
|
Vega Investment Solutions
|
|
|
|
|
|
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A
|
|
|
|
|
|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Comstock Fund Series I
|
|
|
|
|
|
Sagespring Wealth Partners, Llc
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
Howard Capital Management Inc.
|
|
|
|
|
|
Pinnacle Associates Ltd
|
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
|
|
FUNL - Advisor Managed Portfolios - CornerCap Fundametrics Large-Cap ETF
|
|
|
|
|
|
Banque Cantonale Vaudoise
|
|
|
|
|
|
Everence Capital Management Inc
|
|
|
|
|
|
Qsemble Capital Management, LP
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
Ostrum Asset Management
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
Sycomore Asset Management
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
|
|
|
|
|
APG Asset Management N.V.
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
Atwood & Palmer Inc
|
|
|
|
|
|
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
|
|
|
|
|
|
Costello Asset Management, INC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Applied Finance Capital Management, LLC
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
Credential Qtrade Securities Inc.
|
|
|
|
|
|
Bnp Paribas
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares
|
|
|
|
|
|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
|
|
|
|
|
Boothbay Fund Management, Llc
|
|
|
|
|
|
Williams Jones Wealth Management, LLC.
|
|
|
|
|
|
QVG2Q - VARIABLE INSURANCE PRODUCTS FUND - Growth Portfolio Investor Class
|
|
|
|
|
|
VAFAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco American Franchise Fund Class A
|
|
|
|
|
|
FSLEX - FIDELITY SELECT PORTFOLIOS - Environment and Alternative Energy Portfolio
|
|
|
|
|
|
DKRT Investments Corp.
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
AFVLX - World Funds Trust - Applied Finance Select Fund Investor Class
|
|
|
|
|
|
Buckingham Strategic Partners
|
|
|
|
|
|
NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A
|
|
|
|
|
|
NorthRock Partners, LLC
|
|
|
|
|
|
HIADX - Hartford Series Fund Inc - Hartford Dividend And Growth Hls Fund Ia
|
|
|
|
|
|
Bill Few Associates, Inc.
|
|
|
|
|
|
TGVOX - TCW FUNDS INC - TCW Relative Value Mid Cap Fund I Class
|
|
|
|
|
|
Compagnie Lombard Odier SCmA
|
|
|
|
|
|
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
Redwood Park Advisors LLC
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND III - Dynamic Capital Appreciation Portfolio Initial Class
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1
|
|
|
|
|
|
Wolff Wiese Magana Llc
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
|
|
|
|
|
Hartford Funds Management Co LLC
|
|
|
|
|
|
XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF
|
|
|
|
|
|
Levin Capital Strategies, L.p.
|
|
|
|
|
|
IHGIX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD DIVIDEND AND GROWTH FUND Class A
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
CWM Advisors, LLC
|
|
|
|
|
|
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A
|
|
|
|
|
|
Scopus Asset Management, L.p.
|
|
|
|
|
|
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
|
|
|
|
|
Gulf International Bank (UK) Ltd
|
|
|
|
|
|
Aureus Asset Management, LLC
|
|
|
|
|
|
GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF
|
|
|
|
|
|
Traub Capital Management LLC
|
|
|
|
|
|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
|
|
|
|
Forsta Ap-fonden
|
|
|
|
|
|
IDPIX - Profunds - Industrials Ultrasector Profund Investor Class
|
|
|
|
|
|
SYM FINANCIAL Corp
|
|
|
|
|
|
Fourth Dimension Wealth, LLC
|
|
|
|
|
|
Evelyn Partners Investment Management LLP
|
|
|
|
|
|
Sagard Holdings Management Inc.
|
|
|
|
|
|
Silvant Capital Management LLC
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
|
|
|
|
|
Werba Rubin Papier Wealth Management
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K
|
|
|
|
|
|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
|
|
|
|
|
IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
Old Point Trust & Financial Services N A
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
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Virtus Investment Advisers, Inc.
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HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
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|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
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SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
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USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
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OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund
|
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Parkworth Wealth Management, Inc.
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IMA Wealth, Inc.
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Mathes Company, Inc.
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IYJ - iSHARES TRUST - iShares U.S. Industrials ETF
|
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William B. Walkup & Associates, Inc.
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Pnc Financial Services Group, Inc.
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Stephens Inc /ar/
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California State Teachers Retirement System
|
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Horizon Bancorp Inc /in/
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Christopher J. Hasenberg, Inc
|
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Channing Capital Management, LLC
|
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Rothschild Investment Llc
|
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AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF
|
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|
Ballentine Partners, LLC
|
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Colonial Trust Co / SC
|
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Bank Julius Baer & Co. Ltd, Zurich
|
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Pacifica Partners Inc.
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Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
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Tectonic Advisors Llc
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Mufg Securities Americas Inc.
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Vontobel Holding Ltd.
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Bristol Gate Capital Partners Inc.
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Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
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|
ULVM - Victory Portfolios II - VictoryShares USAA MSCI USA Value Momentum ETF
|
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|
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|
Regions Financial Corp
|
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|
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|
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc.
|
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FCFY - FIRST TRUST EXCHANGE-TRADED FUND - First Trust S&P 500 Diversified Free Cash Flow ETF
|
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|
Peapack Gladstone Financial Corp
|
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Globeflex Capital L P
|
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SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
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Td Asset Management Inc
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Citigroup Inc
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Ci Investments Inc.
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Norges Bank
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Evergreen Capital Management Llc
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Pacific Global Investment Management Co
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Rise Advisors, LLC
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Mountain Pacific Investment Advisers Inc/id
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Financial Avengers, Inc.
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HWAY - Themes ETF Trust - Themes US Infrastructure ETF
|
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QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
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Wetherby Asset Management Inc
|
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BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund
|
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Fmr Llc
|
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TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
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|
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|
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio
|
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|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
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|
VINAX - VANGUARD WORLD FUND - Vanguard Industrials Index Fund Admiral Shares
|
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Agf Management Ltd
|
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Hudson Bay Capital Management LP
|
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WBIL - Absolute Shares Trust - WBI BullBear Quality 3000 ETF
|
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DAVENPORT & Co LLC
|
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Security National Bank Of Sioux City Iowa /ia/
|
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FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund
|
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44 Wealth Management Llc
|
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Qrg Capital Management, Inc.
|
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New York State Teachers Retirement System
|
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|
Farmers & Merchants Investments Inc
|
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M. Kulyk & Associates, LLC
|
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HLAL - Listed Funds Trust - Wahed FTSE USA Shariah ETF
|
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|
Bessemer Group Inc
|
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|
Plante Moran Financial Advisors, LLC
|
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|
CIBC Private Wealth Group, LLC
|
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|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
|
|
|
|
|
Valued Wealth Advisors LLC
|
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|
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|
Barnett & Company, Inc.
|
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|
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|
KMID - Virtus ETF Trust II - Virtus KAR Mid-Cap ETF
|
|
|
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|
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF
|
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|
Elo Mutual Pension Insurance Co
|
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|
Brown, Lisle/cummings, Inc.
|
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|
Varenne Capital Partners
|
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|
WealthTrak Capital Management LLC
|
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|
|
PABU - iSHARES TRUST - iShares Paris-Aligned Climate MSCI USA ETF
|
|
|
|
|
|
SURE - AdvisorShares Trust - AdvisorShares DoubleLine Value Equity ETF
|
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|
Curat Global, LLC
|
|
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|
Sciencast Management LP
|
|
|
|
|
|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
|
Inlight Wealth Management, LLC
|
|
|
|
|
|
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
|
|
|
|
|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
|
|
|
|
|
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
Plato Investment Management Ltd
|
|
|
|
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|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
MCMVX - FORUM FUNDS - Monongahela All Cap Value Fund
|
|
|
|
|
|
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
|
|
|
|
|
SMIZ - Zacks Trust - Zacks Small/Mid Cap ETF
|
|
|
|
|
|
PharVision Advisers, LLC
|
|
|
|
|
|
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Cary Street Partner Investment Advisory Llc
|
|
|
|
|
|
Quartz Partners, LLC
|
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
NEW YORK LIFE INVESTMENTS VP FUNDS TRUST - NYLI VP MFS Investors Trust Portfolio Service Class
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
Carr Financial Group Corp
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
AXMNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Mid Cap Multi-Style Fund Acclivity Mid Cap Multi-Style N Shares
|
|
|
|
|
|
J. W. Coons Advisors, LLC
|
|
|
|
|
|
DWAFX - Arrow Investments Trust - ARROW DWA BALANCED FUND CLASS A SHARES
|
|
|
|
|
|
BRUDX - MFS SERIES TRUST X - MFS Blended Research Value Equity Fund A
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Real Return Portfolio Real Return Portfolio
|
|
|
|
|
|
Meeder Advisory Services, Inc.
|
|
|
|
|
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Systematic Alpha Investments, LLC
|
|
|
|
|
|
Bank & Trust Co
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Mid Cap Growth Series Initial Class
|
|
|
|
|
|
Baader Bank INC
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
White Pine Capital Llc
|
|
|
|
|
|
Knights of Columbus Asset Advisors LLC
|
|
|
|
|
|
CZA - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Zacks Mid-Cap ETF
|
|
|
|
|
|
Bailard, Inc.
|
|
|
|
|
|
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
GTTMX - GLENMEDE FUND INC - Quantitative U.S. Total Market Equity Portfolio
|
|
|
|
|
|
Riverview Trust Co
|
|
|
|
|
|
QUVU - Hartford Funds Exchange-Traded Trust - Hartford Quality Value ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB
|
|
|
|
|
|
Deseret Mutual Benefit Administrators
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
|
|
|
|
Portside Wealth Group, LLC
|
|
|
|
|
|
E. Ohman J:or Asset Management AB
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock Large Cap Core ETF
|
|
|
|
|
|
Choate Investment Advisors
|
|
|
|
|
|
Massachusetts Financial Services Co /ma/
|
|
|
|
|
|
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
|
|
|
|
|
|
FXR - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Industrials/Producer Durables AlphaDEX Fund
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
PDS Planning, Inc
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
|
|
|
|
|
Peoples Financial Services Corp.
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N
|
|
|
|
|
|
FDWM - FIDELITY COVINGTON TRUST - Fidelity Women's Leadership ETF
|
|
|
|
|
|
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
Raleigh Capital Management Inc.
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
Addison Advisors LLC
|
|
|
|
|
|
Laurel Wealth Advisors LLC
|
|
|
|
|
|
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
|
|
|
|
|
BI Asset Management Fondsmaeglerselskab A/S
|
|
|
|
|
|
Empirical Finance, LLC
|
|
|
|
|
|
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
|
|
|
|
|
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Allocation Fund Class R
|
|
|
|
|
|
Essex Financial Services, Inc.
|
|
|
|
|
|
Baxter Bros Inc
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
Hedges Asset Management LLC
|
|
|
|
|
|
Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
|
|
|
|
|
OTCAX - MFS SERIES TRUST IV - MFS Mid Cap Growth Fund A
|
|
|
|
|
|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A
|
|
|
|
|
|
Pacific Center for Financial Services
|
|
|
|
|
|
Bfsg, Llc
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
Skandinaviska Enskilda Banken AB (publ)
|
|
|
|
|
|
FFLC - FIDELITY COVINGTON TRUST - Fidelity New Millennium ETF
|
|
|
|
|
|
PEPS - Morgan Stanley ETF Trust - Parametric Equity Plus ETF
|
|
|
|
|
|
Erste Asset Management GmbH
|
|
|
|
|
|
Eqis Capital Management, Inc.
|
|
|
|
|
|
Worldquant Millennium Advisors Llc
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Value Fund (a)
|
|
|
|
|
|
Evergreen Wealth Solutions, LLC
|
|
|
|
|
|
FPACX - FPA FUNDS TRUST - FPA Crescent Fund
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
Mascoma Wealth Management LLC
|
|
|
|
|
|
Eaton Vance Tax Advantaged Dividend Income Fund
|
|
|
|
|
|
Western Wealth Management, LLC
|
|
|
|
|
|
Andina Capital Management, LLC
|
|
|
|
|
|
Marshall & Sterling Wealth Advisors Inc.
|
|
|
|
|
|
Armstrong Advisory Group, Inc
|
|
|
|
|
|
Trium Capital LLP
|
|
|
|
|
|
Kingswood Wealth Advisors, Llc
|
|
|
|
|
|
AVMC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Equity ETF
|
|
|
|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
Transcend Wealth Collective, Llc
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A
|
|
|
|
|
|
National Pension Service
|
|
|
|
|
|
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
|
|
|
|
|
Marathon Capital Management
|
|
|
|
|
|
FMCSX - FIDELITY CONCORD STREET TRUST - Fidelity Mid-Cap Stock Fund
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
NMIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Enhanced Core Fund Class A
|
|
|
|
|
|
RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S
|
|
|
|
|
|
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
|
|
|
|
|
|
FIDU - FIDELITY COVINGTON TRUST - Fidelity MSCI Industrials Index ETF
|
|
|
|
|
|
DIFAX - MFS SERIES TRUST XIII - MFS Diversified Income Fund A
|
|
|
|
|
|
National Asset Management, Inc.
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
|
|
|
|
|
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
Garde Capital, Inc.
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
MTM Investment Management, LLC
|
|
|
|
|
|
BMSFX - MFS SERIES TRUST X - MFS Blended Research Mid Cap Equity Fund A
|
|
|
|
|
|
MCF Advisors LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A)
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
Financial Network Wealth Advisors LLC
|
|
|
|
|
|
Clear Street Markets Llc
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
WealthCollab, LLC
|
|
|
|
|
|
Pacer Advisors, Inc.
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
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|
Murphy & Mullick Capital Management Corp
|
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|
Sandy Spring Bank
|
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Catalyst Financial Partners Llc
|
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Bank Of America Corp /de/
|
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Fisher Funds Management LTD
|
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Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
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|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
|
|
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|
Principal Street Partners, LLC
|
|
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|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
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|
United Community Bank
|
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|
FPAG - Investment Managers Series Trust III - FPA Global Equity ETF
|
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Voleon Capital Management Lp
|
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Citadel Advisors Llc
|
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Manitou Investment Management Ltd.
|
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Coldstream Capital Management Inc
|
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CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
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|
Bellwether Advisors, LLC
|
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|
Piscataqua Savings Bank
|
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|
3Chopt Investment Partners, LLC
|
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|
Continental Investors Services, Inc.
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Global Retirement Partners, LLC
|
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Martin Investment Management, LLC
|
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Ameritas Investment Partners, Inc.
|
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BRWAX - MFS SERIES TRUST X - MFS Blended Research Growth Equity Fund A
|
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Manufacturers Life Insurance Company, The
|
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Value Fund Standard Class
|
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Spire Wealth Management
|
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|
Park Square Financial Group, LLC
|
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State of Wyoming
|
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BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
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SEG Partners Long/Short Equity Fund
|
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SRS Capital Advisors, Inc.
|
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Total Investment Management Inc
|
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HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
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Central Pacific Bank - Trust Division
|
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SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
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Lansforsakringar Fondforvaltning AB (publ)
|
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|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
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|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
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Janney Montgomery Scott LLC
|
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VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
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MFWTX - MFS SERIES TRUST VI - MFS Global Total Return Fund A
|
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|
Evoke Wealth, Llc
|
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|
JESSX - JANUS INVESTMENT FUND - Janus Henderson Global Sustainable Equity Fund Class S
|
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Bayforest Capital Ltd
|
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Cypress Capital Group
|
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Mutual Of America Capital Management Llc
|
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Fifth Third Wealth Advisors LLC
|
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|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
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|
First Command Advisory Services, Inc.
|
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|
Advyzon Investment Management, LLC
|
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Savant Capital, LLC
|
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|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
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|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
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|
GLNAX - MFS SERIES TRUST IV - MFS Global New Discovery Fund A
|
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|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
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|
Cape Investment Advisory, Inc.
|
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ASR Vermogensbeheer N.V.
|
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USRAX - Horizon Funds - Horizon Defensive Multi-Factor Fund Investor Class
|
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|
Pallas Capital Advisors LLC
|
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Capital Investment Services of America, Inc.
|
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BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
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Northern Trust Corp
|
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FNKFX - FIDELITY CONCORD STREET TRUST - Fidelity Mid-Cap Stock K6 Fund
|
|
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|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
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SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
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|
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|
VMVIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Value Index Fund Investor Shares
|
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SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
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SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
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|
Checchi Capital Advisers, LLC
|
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|
|
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|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
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|
IVKAX - Voya PARTNERS INC - VY(R) Invesco Comstock Portfolio Class ADV
|
|
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|
DT Investment Partners, LLC
|
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|
BSW Wealth Partners
|
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|
Commonwealth Equity Services, Llc
|
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|
Comerica Bank
|
|
|
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|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
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|
|
|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
|
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|
Creative Planning
|
|
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|
JETIX - abrdn Funds - abrdn Global Equity Impact Fund Institutional Class
|
|
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|
Cresset Asset Management, LLC
|
|
|
|
|
|
Cornercap Investment Counsel Inc
|
|
|
|
|
|
DVLU - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Value ETF
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
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|
|
|
Chevy Chase Trust Holdings, Inc.
|
|
|
|
|
|
IFM Investors Pty Ltd
|
|
|
|
|
|
SYMIX - MUTUAL FUND SERIES TRUST - AlphaCentric Symmetry Strategy Fund Class I
|
|
|
|
|
|
SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
MITTX - MASSACHUSETTS INVESTORS TRUST - Massachusetts Investors Trust A
|
|
|
|
|
|
EXI - iSHARES TRUST - iShares Global Industrials ETF
|
|
|
|
|
|
Kinsale Capital Group, Inc.
|
|
|
|
|
|
Coston, McIsaac & Partners
|
|
|
|
|
|
Diversified Trust Co
|
|
|
|
|
|
Jump Financial, LLC
|
|
|
|
|
|
Evermay Wealth Management Llc
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
Garda Capital Partners Lp
|
|
|
|
|
|
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
|
|
|
|
|
FVDFX - FIDELITY PURITAN TRUST - Fidelity Value Discovery Fund
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
Sigma Planning Corp
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
EFG Asset Management (North America) Corp.
|
|
|
|
|
|
Transatlantique Private Wealth Llc
|
|
|
|
|
|
N.E.W. Advisory Services LLC
|
|
|
|
|
|
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Research Series Initial Class
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
DSTL - ETF Series Solutions - Distillate U.S. Fundamental Stability & Value ETF
|
|
|
|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
|
|
|
|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
Public Sector Pension Investment Board
|
|
|
|
|
|
Evercore Wealth Management, LLC
|
|
|
|
|
|
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A
|
|
|
|
|
|
Mosaic Family Wealth Partners, Llc
|
|
|
|
|
|
DRIV - Global X Funds - Global X Autonomous & Electric Vehicles ETF
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
Vermillion Wealth Management, Inc.
|
|
|
|
|
|
Ridgewood Investments LLC
|
|
|
|
|
|
Alpine Peaks Capital, LP
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
Harvey Investment Co Llc
|
|
|
|
|
|
UPSD - ETF Series Solutions - Aptus Large Cap Upside ETF
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
Lowe Wealth Advisors, LLC
|
|
|
|
|
|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
|
|
|
|
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class
|
|
|
|
|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
|
|
|
Prevail Innovative Wealth Advisors, Llc
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
First Pacific Advisors, LP
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
BVALX - Brown Advisory Funds - Brown Advisory - Beutel Goodman Large-Cap Value Fund Institutional Shares
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
VMACX - VIRTUS EQUITY TRUST - Virtus KAR Mid-Cap Core Fund Class A
|
|
|
|
|
|
BLPIX - Profunds - Bull Profund Investor Class
|
|
|
|
|
|
1620 Investment Advisors, Inc.
|
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
|
|
|
International Assets Investment Management, Llc
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
|
|
|
|
|
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares
|
|
|
|
|
|
Promus Capital, LLC
|
|
|
|
|
|
Quest Partners LLC
|
|
|
|
|
|
Comprehensive Financial Planning, Inc./PA
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
|
|
Aaron Wealth Advisors LLC
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
Atlantic Edge Private Wealth Management, LLC
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
Susquehanna Fundamental Investments, Llc
|
|
|
|
|
|
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares
|
|
|
|
|
|
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A
|
|
|
|
|
|
Strong Tower Advisory Services
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
R Squared Ltd
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares
|
|
|
|
|
|
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund
|
|
|
|
|
|
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund
|
|
|
|
|
|
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
|
|
|
|
|
W.G. Shaheen & Associates DBA Whitney & Co
|
|
|
|
|
|
Clean Yield Group
|
|
|
|
|
|
Putney Financial Group LLC
|
|
|
|
|
|
GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1
|
|
|
|
|
|
Investment Counsel Co Of Nevada
|
|
|
|
|
|
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio
|
|
|
|
|
|
Westside Investment Management, Inc.
|
|
|
|
|
|
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF
|
|
|
|
|
|
HEOMX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Climate Opportunities Fund Class A
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Industrials Sector Fund (A)
|
|
|
|
|
|
Park Presidio Capital Llc
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
Future Financial Wealth Managment LLC
|
|
|
|
|
|
CAPROCK Group, Inc.
|
|
|
|
|
|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
Boston Common Asset Management, LLC
|
|
|
|
|
|
ITHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD CAPITAL APPRECIATION FUND Class A
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y
|
|
|
|
|
|
Nissay Asset Management Corp /japan/ /adv
|
|
|
|
|
|
XLI - SELECT SECTOR SPDR TRUST - The Industrial Select Sector SPDR Fund
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
Edgestream Partners, L.P.
|
|
|
|
|
|
Boreal Capital Management LLC
|
|
|
|
|
|
Premier Path Wealth Partners, LLC
|
|
|
|
|
|
VLUE - iSHARES TRUST - iShares Edge MSCI USA Value Factor ETF
|
|
|
|
|
|
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
MLVAX - MFS SERIES TRUST I - MFS Low Volatility Equity Fund A
|
|
|
|
|
|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
Caisse De Depot Et Placement Du Quebec
|
|
|
|
|
|
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
|
|
|
|
|
Birch Hill Investment Advisors LLC
|
|
|
|
|
|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
NOLVX - Northern Funds - Northern Large Cap Value Fund
|
|
|
|
|
|
FMFMX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Equity Growth Fund
|
|
|
|
|
|
TSMDX - Perpetual Americas Funds Trust - Trillium ESG Small/Mid Cap Fund Institutional Shares
|
|
|
|
|
|
MorganRosel Wealth Management, LLC
|
|
|
|
|
|
GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
SZNE - Pacer Funds Trust - Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF
|
|
|
|
|
|
GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
|
|
|
|
|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
|
|
|
Park Place Capital Corp
|
|
|
|
|
|
Mjp Associates Inc /adv
|
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
|
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
|
|
|
|
|
|
Nuveen Multi-Asset Income Fund
|
|
|
|
|
|
MTUM - iSHARES TRUST - iShares Edge MSCI USA Momentum Factor ETF
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
Marshall Wace, Llp
|
|
|
|
|
|
Intact Investment Management Inc.
|
|
|
|
|
|
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
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|
Gotham Asset Management, LLC
|
|
|
|
|
|
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
|
|
|
|
|
|
IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF
|
|
|
|
|
|
McIlrath & Eck, LLC
|
|
|
|
|
|
Accent Capital Management, LLC
|
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|
|
|
|
Rakuten Securities, Inc.
|
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|
|
|
|
Point72 Hong Kong Ltd
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
Jacobi Capital Management LLC
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
Albion Financial Group /ut
|
|
|
|
|
|
VVJEX - Voya EQUITY TRUST - Voya VACS Series MCV Fund
|
|
|
|
|
|
Needham Investment Management Llc
|
|
|
|
|
|
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Managed Floor ETF
|
|
|
|
|
|
VCULX - VALIC Co I - Growth Fund
|
|
|
|
|
|
WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares
|
|
|
|
|
|
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
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|
|
|
|
Savoie Capital LLC
|
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|
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|
D.a. Davidson & Co.
|
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|
Neuberger Berman Group LLC
|
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|
|
Border to Coast Pensions Partnership Ltd
|
|
|
|
|
|
Mv Capital Management, Inc.
|
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|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
VBCVX - VALIC Co I - Systematic Value Fund
|
|
|
|
|
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
|
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|
|
|
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund
|
|
|
|
|
|
FDEQX - FIDELITY CAPITAL TRUST - Fidelity Disciplined Equity Fund
|
|
|
|
|
|
Susquehanna Portfolio Strategies, LLC
|
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|
|
|
|
Great Diamond Partners, LLC
|
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|
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|
|
Dorsey & Whitney Trust CO LLC
|
|
|
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Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a)
|
|
|
|
|
|
Tredje AP-fonden
|
|
|
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|
|
ENDW - EA Series Trust - Cambria Endowment Style ETF
|
|
|
|
|
|
Capital Counsel Llc/ny
|
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|
|
|
|
Natixis
|
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CLARET ASSET MANAGEMENT Corp
|
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Koesten, Hirschmann & Crabtree, INC.
|
|
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DUSL - Direxion Shares ETF Trust - Direxion Daily Industrials Bull 3X Shares
|
|
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|
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|
Engineers Gate Manager LP
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
|
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|
BLACKROCK FUNDS VII, INC. - BlackRock Sustainable U.S. Value Equity Fund - Class K Shares
|
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CVSE - Morgan Stanley ETF Trust - Calvert US Select Equity ETF
|
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|
Cheviot Value Management, LLC
|
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|
Bank of New Hampshire
|
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ULPIX - Profunds - Ultrabull Profund Investor Class
|
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FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A
|
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|
NewSquare Capital LLC
|
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|
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class
|
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|
Value Partners Investments Inc.
|
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Point72 (DIFC) Ltd
|
|
|
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DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares
|
|
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|
Versant Capital Management, Inc
|
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QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
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TPLE - TIMOTHY PLAN - Timothy Plan US Large/Mid Cap Core Enhanced ETF
|
|
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|
Itau Unibanco Holding S.A.
|
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|
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|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
Harwood Advisory Group, LLC
|
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|
Northwest & Ethical Investments L.P.
|
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Capstone Investment Advisors, Llc
|
|
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SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
|
|
|
|
|
RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
|
|
Exencial Wealth Advisors, Llc
|
|
|
|
|
|
Horizon Funds - HORIZON EXPEDITION PLUS ETF
|
|
|
|
|
|
Boston Trust Walden Corp
|
|
|
|
|
|
Frazier Financial Advisors, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB
|
|
|
|
|
|
AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - Invesco Oppenheimer Value Fund Class C
|
|
|
|
|
|
Wellington Shields Capital Management, LLC
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
Moran Wealth Management, LLC
|
|
|
|
|
|
Point72 Asset Management, L.P.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Structured Mid-Cap Growth Fund Standard Class
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A
|
|
|
|
|
|
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares
|
|
|
|
|
|
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF
|
|
|
|
|
|
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Opportunities Fund Class R5
|
|
|
|
|
|
VSTIX - VALIC Co I - Stock Index Fund
|
|
|
|
|
|
MAIMX - VICTORY PORTFOLIOS - Victory Integrity Mid-Cap Value Fund Class A
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Janus Henderson Forty Portfolio
|
|
|
|
|
|
Pinnacle Bancorp, Inc.
|
|
|
|
|
|
FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund
|
|
|
|
|
|
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian All Cap Core VIP Fund
|
|
|
|
|
|
Picton Mahoney Asset Management
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
Meeder Asset Management Inc
|
|
|
|
|
|
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
|
|
|
|
|
FDEGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies Fund
|
|
|
|
|
|
STXG - EA Series Trust - Strive 1000 Growth ETF
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
Meiji Yasuda Asset Management Co Ltd.
|
|
|
|
|
|
WBIF - Absolute Shares Trust - WBI BullBear Value 3000 ETF
|
|
|
|
|
|
TAX - EA Series Trust - Cambria Tax Aware ETF
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Large Cap Fundamental Growth VIP Fund
|
|
|
|
|
|
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
|
|
|
|
|
Edmond De Rothschild Holding S.a.
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
|
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
Brevan Howard Capital Management LP
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund
|
|
|
|
|
|
Allegheny Financial Group LTD
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
Quantessence Capital LLC
|
|
|
|
|
|
Ransom Advisory, Ltd
|
|
|
|
|
|
FBLEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Stock Selector Large Cap Value Fund
|
|
|
|
|
|
First Affirmative Financial Network
|
|
|
|
|
|
B. Metzler seel. Sohn & Co. AG
|
|
|
|
|
|
FWD - AB Active ETFs, Inc. - AB Disruptors ETF
|
|
|
|
|
|
Old National Bancorp /in/
|
|
|
|
|
|
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
|
|
|
|
|
|
Financial Freedom, LLC
|
|
|
|
|
|
Hartford Investment Management Co
|
|
|
|
|
|
PRAXIS FUNDS - Praxis Impact Large Cap Growth ETF
|
|
|
|
|
|
MML Series Investment Fund II - MML Equity Rotation Fund Class II
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
Forum Financial Management, LP
|
|
|
|
|
|
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
|
|
|
|
|
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
|
|
|
|
Kornitzer Capital Management Inc /ks
|
|
|
|
|
|
Stonehage Fleming Financial Services Holdings Ltd
|
|
|
|
|
|
NEQIX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman U.S. Equity Impact Fund Institutional Class
|
|
|
|
|
|
Marshall & Sullivan Inc /wa/
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
Paradigm Asset Management Co Llc
|
|
|
|
|
|
Hahn Capital Management Llc
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
New Mexico Educational Retirement Board
|
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
RSPN - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Industrials ETF
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
VWNDX - VANGUARD WINDSOR FUNDS - Vanguard Windsor Fund Investor Shares
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares
|
|
|
|
|
|
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
|
|
|
|
|
Silvercrest Asset Management Group Llc
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
|
|
|
|
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
|
|
|
|
|
|
EIVPX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Volatility Risk Premium - Defensive Fund Institutional Class
|
|
|
|
|
|
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund
|
|
|
|
|
|
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
|
|
|
|
|
|
Summit Financial, LLC
|
|
|
|
|
|
Fairview Capital Investment Management, Llc
|
|
|
|
|
|
Cibc World Markets Corp
|
|
|
|
|
|
ACSTX - Aim Sector Funds (invesco Sector Funds) - Invesco Comstock Fund Class A
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
Mairs & Power Inc
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
|
|
|
|
|
Graney & King, LLC
|
|
|
|
|
|
FLRAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Large Cap Select Fund Class A
|
|
|
|
|
|
Trillium Asset Management, Llc
|
|
|
|
|
|
Baillie Gifford & Co
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
Humankind Benefit Corp - Humankind US Stock ETF
|
|
|
|
|
|
Strategic Global Advisors, LLC
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
Kingstone Capital Partners Texas, LLC
|
|
|
|
|
|
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund
|
|
|
|
|
|
Tradewinds Capital Management, LLC
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class
|
|
|
|
|
|
NCTWX - Nicholas Ii, Inc - Nicholas Ii Inc Class I
|
|
|
|
|
|
Tokio Marine Asset Management Co Ltd
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
Hrt Financial Lp
|
|
|
|
|
|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
|
|
|
|
|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
Bowen Hanes & Co Inc
|
|
|
|
|
|
GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
|
|
|
|
MASTERINVEST Kapitalanlage GmbH
|
|
|
|
|
|
Loomis Sayles & Co L P
|
|
|
|
|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
VSNGX - JPMorgan Trust I - JPMorgan Mid Cap Equity Fund Class I
|
|
|
|
|
|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
|
|
|
|
Windward Capital Management Co /ca
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
QLC - FlexShares Trust - FlexShares US Quality Large Cap Index Fund
|
|
|
|
|
|
Achmea Investment Management B.V.
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
Abundance Wealth Counselors
|
|
|
|
|
|
LGILX - LAUDUS TRUST - Laudus U.S. Large Cap Growth Fund
|
|
|
|
|
|
Metis Global Partners, LLC
|
|
|
|
|
|
GHP Investment Advisors, Inc.
|
|
|
|
|
|
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF
|
|
|
|
|
|
Miracle Mile Advisors, LLC
|
|
|
|
|
|
FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund
|
|
|
|
|
|
FFNHX - VARIABLE INSURANCE PRODUCTS FUND IV - Industrials Portfolio Initial Class
|
|
|
|
|
|
PPQMX - PRINCIPAL FUNDS, INC. - MidCap Growth Fund III R-3
|
|
|
|
|
|
Roberts Glore & Co Inc /il/
|
|
|
|
|
|
Union Bancaire Privee, UBP SA
|
|
|
|
|
|
OPTZ - Advisor Managed Portfolios - Optimize Strategy Index ETF
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
Boyd Watterson Asset Management Llc/oh
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
Patton Albertson Miller Group, Llc
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
Mather Group, Llc.
|
|
|
|
|
|
Securian Funds Trust - SFT T. Rowe Price Value Fund
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
|
|
|
|
|
Point72 Asia (Singapore) Pte. Ltd.
|
|
|
|
|
|
Quantbot Technologies LP
|
|
|
|
|
|
Iron Horse Wealth Management, LLC
|
|
|
|
|
|
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund
|
|
|
|
|
|
Team Financial Group, LLC
|
|
|
|
|
|
Knollwood Investment Advisory, LLC
|
|
|
|
|
|
Stablepoint Partners, LLC
|
|
|
|
|
|
Wellington Shields & Co., LLC
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Balanced Allocation VIP Fund
|
|
|
|
|
|
Operose Advisors LLC
|
|
|
|
|
|
GFG Capital, LLC
|
|
|
|
|
|
HAGAX - CARILLON SERIES TRUST - Carillon Eagle Mid Cap Growth Fund Class A
|
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|
|
|
|
MFS VARIABLE INSURANCE TRUST III - MFS Mid Cap Value Portfolio Initial Class
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
EFRA - iSHARES TRUST - iShares Environmental Infrastructure and Industrials ETF
|
|
|
|
|
|
Northwestern Mutual Investment Management Company, Llc
|
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|
Zions Bancorporation, National Association /ut/
|
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|
Truvestments Capital Llc
|
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Burney Co/
|
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Cambria Investment Management, L.P.
|
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|
Williamson Legacy Group, LLC
|
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|
Kinneret Advisory, LLC
|
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|
CSM - PROSHARES TRUST - ProShares Large Cap Core Plus
|
|
|
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|
|
TD Capital Management LLC
|
|
|
|
|
|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
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|
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|
|
Delta Asset Management Llc/tn
|
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Natural Investments, Llc
|
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PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
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Ing Groep Nv
|
|
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FIIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Mid Cap II Fund Class A
|
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|
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|
|
State Of Wisconsin Investment Board
|
|
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MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
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Northeast Investment Management
|
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APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
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|
BlackRock Variable Series Funds, Inc. - BlackRock Equity Dividend V.I. Fund Class I
|
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|
Smallwood Wealth Investment Management, LLC
|
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|
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|
VSMV - Victory Portfolios II - VictoryShares US Multi-Factor Minimum Volatility ETF
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
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|
|
TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF
|
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SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
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QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
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|
DecisionPoint Financial, LLC
|
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J. Safra Sarasin Holding AG
|
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Scientech Research LLC
|
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BUL - Pacer Funds Trust - Pacer US Cash Cows Growth ETF
|
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|
Triangle Securities Wealth Management
|
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|
|
|
VSEQX - VANGUARD HORIZON FUNDS - Vanguard Strategic Equity Fund Investor Shares
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Growth & Income VIP Fund
|
|
|
|
|
|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
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|
FMKFX - FIDELITY MAGELLAN FUND - Fidelity Magellan K6 Fund
|
|
|
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|
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF
|
|
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|
Source Capital Inc /de/
|
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BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional
|
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MUHLX - Managed Portfolio Series - Muhlenkamp Fund Institutional Class Shares
|
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|
Brinker Capital Investments, LLC
|
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Kathmere Capital Management, LLC
|
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BRWIX - AMG Funds I - AMG Managers Brandywine Fund Class I
|
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|
Allspring Global Investments Holdings, LLC
|
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NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
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|
Sei Investments Co
|
|
|
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|
Huntington National Bank
|
|
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|
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV
|
|
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|
|
|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
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|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
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|
Rodgers Brothers Inc.
|
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Inceptionr Llc
|
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SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
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|
Advisory Services Network, LLC
|
|
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|
Arista Wealth Management, LLC
|
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|
|
OneAscent Family Office, LLC
|
|
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|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
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|
Impax Asset Management Group plc
|
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Pinnbrook Capital Management Lp
|
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Fedenia Advisers LLC
|
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ACVF - ETF Opportunities Trust - American Conservative Values ETF
|
|
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|
|
Profund Advisors Llc
|
|
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|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
Meiji Yasuda Life Insurance Co
|
|
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|
|
Zacks Investment Management
|
|
|
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|
|
Keeler THomas Management LLC
|
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|
Dynamic Wealth Strategies, LLC
|
|
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|
Roundview Capital LLC
|
|
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|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
Generali Asset Management SPA SGR
|
|
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|
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio
|
|
|
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|
|
Marathon Asset Mgmt Ltd
|
|
|
|
|
|
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
|
|
|
|
|
JVLAX - John Hancock Funds III - John Hancock Disciplined Value Fund Class A
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
JSMVX - Managed Portfolio Series - Jackson Square SMID-Cap Growth Fund Investor Class
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
BLACKROCK MID CAP DIVIDEND SERIES, INC. - BlackRock Mid Cap Dividend Fund Investor A
|
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
|
|
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|
|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
|
|
Voya Infrastructure, Industrials & Materials Fund
|
|
|
|
|
|
Hutchens & Kramer Investment Management Group, LLC
|
|
|
|
|
|
Jain Global LLC
|
|
|
|
|
|
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund
|
|
|
|
|
|
TMFX - RBB FUND, INC. - Motley Fool Next Index ETF
|
|
|
|
|
|
Groupama Asset Managment
|
|
|
|
|
|
Los Angeles Capital Management Llc
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
FFEIX - NUVEEN INVESTMENT FUNDS INC - Nuveen Dividend Value Fund Class A
|
|
|
|
|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
ACAAX - ALGER FUNDS - Alger Capital Appreciation Fund Class A
|
|
|
|
|
|
Pinney & Scofield, Inc.
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Growth
|
|
|
|
|
|
Resona Asset Management Co.,Ltd.
|
|
|
|
|
|
Optimize Financial Inc
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
CNB Bank
|
|
|
|
|
|
Perbak Capital Partners LLP
|
|
|
|
|
|
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
|
|
|
|
|
Daiwa Securities Group Inc.
|
|
|
|
|
|
Y-Intercept (Hong Kong) Ltd
|
|
|
|
|
|
Gitterman Wealth Management, LLC
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
USA Financial Portformulas Corp
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Growth and Income Portfolio Class A
|
|
|
|
|
|
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
|
|
|
|
|
Mediolanum International Funds Ltd
|
|
|
|
|
|
Panagora Asset Management Inc
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
Ritholtz Wealth Management
|
|
|
|
|
|
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A
|
|
|
|
|
|
Florida Financial Advisors, Llc
|
|
|
|
|
|
PWS - Pacer Funds Trust - Pacer WealthShield ETF
|
|
|
|
|
|
Nbt Bank N A /ny
|
|
|
|
|
|
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
|
|
|
Bridges Investment Management Inc
|
|
|
|
|
|
Main Street Group, LTD
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
Valley National Advisers Inc
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
ExodusPoint Capital Management, LP
|
|
|
|
|
|
Evelyn Partners Investment Management Services Ltd
|
|
|
|
|
|
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F
|
|
|
|
|
|
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares
|
|
|
|
|
|
Beacon Capital Management, LLC
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
Capital A Wealth Management, LLC
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
|
|
|
|
|
Papp L Roy & Associates
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
Ofi Invest Asset Management
|
|
|
|
|
|
Pitcairn Co
|
|
|
|
|
|
Intech Investment Management Llc
|
|
|
|
|
|
BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A
|
|
|
|
|
|
PENN SERIES FUNDS INC - Index 500 Fund
|
|
|
|
|
|
Nvwm, Llc
|
|
|
|
|
|
KAUAX - FEDERATED EQUITY FUNDS - Federated Kaufmann Fund Class A Shares
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
|
|
|
|
|
Daxor Corp
|
|
|
|
|
|
Norden Group Llc
|
|
|
|
|
|
Vestmark Advisory Solutions, Inc.
|
|
|
|
|
|
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
|
|
|
|
|
|
FDSVX - FIDELITY HASTINGS STREET TRUST - Fidelity Growth Discovery Fund
|
|
|
|
|
|
SOA Wealth Advisors, LLC.
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares
|
|
|
|
|
|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
|
|
|
|
|
Copperwynd Financial, LLC
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
VOOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Growth Index Fund ETF Shares
|
|
|
|
|
|
Jupiter Asset Management Ltd
|
|
|
|
|
|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund
|
|
|
|
|
|
Thematics Asset Management
|
|
|
|
|
|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
|
|
|
|
|
Eastern Bank
|
|
|
|
|
|
Badgley Phelps Wealth Managers, LLC
|
|
|
|
|
|
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
Czech National Bank
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
DnB Asset Management AS
|
|
|
|
|
|
CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF
|
|
|
|
|
|
SSPX - Janus Detroit Street Trust - Janus Henderson U.S. Sustainable Equity ETF
|
|
|
|
|
|
SPECX - ALGER FUNDS II - Alger Spectra Fund Class A
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class
|
|
|
|
|
|
BCS Private Wealth Management, Inc.
|
|
|
|
|
|
Bollard Group LLC
|
|
|
|
|
|
Gables Capital Management Inc.
|
|
|
|
|
|
Strategy Asset Managers Llc
|
|
|
|
|
|
FDGFX - FIDELITY SECURITIES FUND - Fidelity Dividend Growth Fund
|
|
|
|
|
|
Lombard Odier Asset Management (USA) Corp
|
|
|
|
|
|
OALGX - Optimum Fund Trust - Optimum Large Cap Growth Fund Class A
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
Security National Bank Of So Dak
|
|
|
|
|
|
CBIZ Investment Advisory Services, LLC
|
|
|
|
|
|
Santori & Peters, Inc.
|
|
|
|
|
|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
|
|
|
Platform Technology Partners
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
|
|
|
|
Eaton Vance Tax-managed Buy-write Income Fund
|
|
|
|
|
|
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
FMAG - FIDELITY COVINGTON TRUST - Fidelity Magellan ETF
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
City State Bank
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund
|
|
|
|
|
|
FBCV - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Value ETF
|
|
|
|
|
|
SEIM - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Momentum Factor ETF
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
PDT Partners, LLC
|
|
|
|
|
|
Blackrock Enhanced Equity Dividend Trust
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
|
|
|
|
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
|
|
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6
|
|
|
|
|
|
FIDEX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable U.S. Equity Fund
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares
|
|
|
|
|
|
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class
|
|
|
|
|
|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
|
|
|
Retirement Systems of Alabama
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
Inscription Capital, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Dividend Value Managed Volatility Fund Standard Class
|
|
|
|
|
|
MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Discovery Mid Cap Growth Fund Series II
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio
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Duquesne Family Office LLC
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FSC Wealth Advisors, LLC
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Proficio Capital Partners LLC
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NorthCrest Asset Manangement, LLC
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Perigon Wealth Management, LLC
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GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
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Mirae Asset Global Investments Co., Ltd.
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TMFCX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Mid Cap Value Fund Class C
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Jones Financial Companies Lllp
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DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
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RBLD - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Global Engineering and Construction ETF
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SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
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COWZ - Pacer Funds Trust - Pacer US Cash Cows 100 ETF
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Duncker Streett & Co Inc
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CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
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CGC Financial Services, LLC
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Assetmark, Inc
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Great Lakes Advisors, Llc
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ASMMX - Aim Equity Funds (invesco Equity Funds) - Invesco Summit Fund Class A
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GeoWealth Management, LLC
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Banque Transatlantique SA
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Tanglewood Legacy Advisors, LLC
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BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
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VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class
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JNL SERIES TRUST - JNL/AQR Large Cap Defensive Style Fund (I)
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QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
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Df Dent & Co Inc
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RYAWX - RYDEX SERIES FUNDS - S&P 500 Pure Growth Fund Class H
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Credit Agricole S A
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Royal Bank Of Canada
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CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
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Brown Advisory Inc
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AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I
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URTH - iShares, Inc. - iShares MSCI World ETF
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BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
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JHISX - JANUS ASPEN SERIES - Janus Henderson Global Sustainable Equity Portfolio Institutional Shares
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TIMVX - TIAA-CREF FUNDS - TIAA-CREF Mid-Cap Value Fund Institutional Class
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West Branch Capital LLC
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SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
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EQ ADVISORS TRUST - EQ/Ivy Mid Cap Growth Portfolio Class IB
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GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
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Bridgefront Capital, LLC
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Kerrisdale Advisers, LLC
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DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
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Teachers Insurance & Annuity Association Of America
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FWOZX - FIDELITY SUMMER STREET TRUST - Fidelity Women's Leadership Fund Fidelity Advisor Women's Leadership Fund: Class Z
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Kera Capital Partners, Inc.
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Stance Capital Llc
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HMVAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD MIDCAP VALUE FUND Class A
|
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IHT Wealth Management, LLC
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Graypoint LLC
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FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund
|
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Ultra Fund Standard Class
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First National Trust Co
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Generali Investments CEE, investicni spolecnost, a.s.
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Bogart Wealth, LLC
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Twin Tree Management, LP
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Wood Tarver Financial Group, LLC
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Schonfeld Strategic Advisors LLC
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XFBRX - VARIABLE INSURANCE PRODUCTS FUND III - Mid Cap Portfolio Investor Class
|
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UniSuper Management Pty Ltd
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Keebeck Alpha, LP
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Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
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CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
|
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SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1
|
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ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
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Wellington Management Group Llp
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Bank of New York Mellon Corp
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FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6
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ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF
|
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Trust Co Of Vermont
|
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QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
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|
SMIPX - SARATOGA ADVANTAGE TRUST - Mid Capitalization Portfolio - Class I
|
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Atomi Financial Group, Inc.
|
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Asahi Life Asset Management Co., Ltd.
|
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Glass Jacobson Investment Advisors llc
|
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NMUAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Multi-Cap Opportunities Fund Class A
|
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|
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class
|
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AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
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BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
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INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
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|
|
VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio
|
|
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FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF
|
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|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
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|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
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|
Quadcap Wealth Management, LLC
|
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|
AustralianSuper Pty Ltd
|
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|
Strategic Investment Solutions, Inc. /IL
|
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|
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
|
|
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|
NEAGX - NEEDHAM FUNDS INC - Needham Aggressive Growth Fund Retail Class
|
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|
IFP Advisors, Inc
|
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|
State of Tennessee, Treasury Department
|
|
|
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|
Sequoia Financial Advisors, LLC
|
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|
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|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
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|
|
|
|
FGLGX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Large Cap Stock Fund
|
|
|
|
|
|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
Accredited Wealth Management, LLC
|
|
|
|
|
|
Hazlett, Burt & Watson, Inc.
|
|
|
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|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
|
|
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|
New York Life Investment Management Llc
|
|
|
|
|
|
PRDMX - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc.
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P
|
|
|
|
|
|
FDCAX - FIDELITY CAPITAL TRUST - Fidelity Capital Appreciation Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
|
|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust/Dow Jones Dividend & Income Allocation Portfolio Class I
|
|
|
|
|
|
Foster Dykema Cabot & Partners, Llc
|
|
|
|
|
|
Twinbeech Capital Lp
|
|
|
|
|
|
Handelsbanken Fonder AB
|
|
|
|
|
|
WoodTrust Financial Corp
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
Burgundy Asset Management Ltd.
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
FEGKX - FIDELITY MT VERNON STREET TRUST - Fidelity Equity Growth K6 Fund
|
|
|
|
|
|
New England Capital Financial Advisors LLC
|
|
|
|
|
|
ARABX - Aristotle Funds Series Trust - Aristotle Small Cap Equity Fund II Class A
|
|
|
|
|
|
SPRAX - Prudential Investment Portfolios, Inc. 10 - Pgim Qma Mid-cap Value Fund Class A
|
|
|
|
|
|
Schwerin Boyle Capital Management Inc
|
|
|
|
|
|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
HBK Sorce Advisory LLC
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF
|
|
|
|
|
|
Muhlenkamp & Co Inc
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
New Millennium Group LLC
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
FTXR - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Nasdaq Transportation ETF
|
|
|
|
|
|
Independence Bank of Kentucky
|
|
|
|
|
|
Adage Capital Partners Gp, L.l.c.
|
|
|
|
|
|
CHICAGO TRUST Co NA
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
Dogwood Wealth Management LLC
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
Essex Investment Management Co Llc
|
|
|
|
|
|
Motco
|
|
|
|
|
|
RMDAX - ALLIANZ FUNDS - AllianzGI Mid-Cap Fund A
|
|
|
|
|
|
Voloridge Investment Management, Llc
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
|
CoreFirst Bank & Trust
|
|
|
|
|
|
FSST - FIDELITY COVINGTON TRUST - Fidelity Sustainability U.S. Equity ETF
|
|
|
|
|
|
Dempze Nancy E
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
|
ORG Wealth Partners, LLC
|
|
|
|
|
|
Stevens Capital Management Lp
|
|
|
|
|
|
GCBLX - GREEN CENTURY FUNDS - GREEN CENTURY BALANCED FUND Individual Investor Class
|
|
|
|
|
|
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
|
|
|
|
|
|
Kentucky Retirement Systems
|
|
|
|
|
|
American National Bank
|
|
|
|
|
|
SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A
|
|
|
|
|
|
Pineridge Advisors LLC
|
|
|
|
|
|
Nebula Research & Development LLC
|
|
|
|
|
|
FCYIX - FIDELITY SELECT PORTFOLIOS - Industrials Portfolio
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
Kohmann Bosshard Financial Services, LLC
|
|
|
|
|
|
BUFEX - BUFFALO FUNDS - Buffalo Large Cap Fund Investor Class
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
Gries Financial Llc
|
|
|
|
|
|
Crestwood Advisors Group LLC
|
|
|
|
|
|
FEDERATED INSURANCE SERIES - Federated Kaufmann Fund II Primary Shares
|
|
|
|
|
|
Dfa Investment Trust Co - The U.s. Large Cap Value Series
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
|
|
|
|
Townsend Asset Management Corp /nc/ /adv
|
|
|
|
|
|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
|
|
|
|
|
IAXAX - Voya PARTNERS INC - VY(R) T. Rowe Price Diversified Mid Cap Growth Portfolio Class ADV
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A
|
|
|
|
|
|
Graham Capital Management, L.P.
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
|
|
|
Woodline Partners LP
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
Dupont Capital Management Corp
|
|
|
|
|
|
HGXAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Global Impact Fund Class A
|
|
|
|
|
|
REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
|
|
|
|
|
Cedar Mountain Advisors, LLC
|
|
|
|
|
|
Camden National Bank
|
|
|
|
|
|
Hollencrest Capital Management
|
|
|
|
|
|
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
|
|
|
|
|
Archer Investment Corp
|
|
|
|
|
|
Poinciana Advisors Group, Llc
|
|
|
|
|
|
Two Roads Shared Trust - LeaderSharesTM AlphaFactor(R) US Core Equity ETF
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
MVCAX - MFS SERIES TRUST XI - MFS Mid Cap Value Fund A
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
Gibbs Wealth Management
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
MFRFX - MFS SERIES TRUST V - MFS Research Fund A
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
Renaissance Technologies Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
|
|
|
|
|
JNBA Financial Advisors
|
|
|
|
|
|
LGT Financial Advisors LLC
|
|
|
|
|
|
Datum One Series Trust - Stewart Investors Worldwide Leaders Fund Select Shares
|
|
|
|
|
|
FCLAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Industrials Fund Class A
|
|
|
|
|
|
Campbell & CO Investment Adviser LLC
|
|
|
|
|
|
Scotia Capital Inc.
|
|
|
|
|
|
GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
SNPG - DBX ETF TRUST - Xtrackers S&P 500 Growth ESG ETF
|
|
|
|
|
|
Knott David M Jr
|
|
|
|
|
|
Two Sigma Advisers, Lp
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
Abn Amro Investment Solutions
|
|
|
|
|
|
Goodman Advisory Group, LLC
|
|
|
|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
|
Gifford Fong Associates
|
|
|
|
|
|
Watchman Group, Inc.
|
|
|
|
|
|
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
|
|
|
|
|
EFG Asset Management (Americas) Corp.
|
|
|
|
|
|
Oakworth Capital, Inc.
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
Nicholas Company, Inc.
|
|
|
|
|
|
FUKOKU MUTUAL LIFE INSURANCE Co
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
Catalyst Capital Advisors LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
Dai-Ichi Life Insurance Company, Ltd
|
|
|
|
|
|
Canada Pension Plan Investment Board
|
|
|
|
|
|
Tcw Group Inc
|
|
|
|
|
|
Barrett & Company, Inc.
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Global Research Portfolio Initial Class
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
Colonial Trust Advisors
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
Clarius Group, LLC
|
|
|
|
|
|
FSKGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies K6 Fund
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Large Cap Disciplined Value VIP Fund
|
|
|
|
|
|
Circle Wealth Management, LLC
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Core Equity Portfolio Initial Class
|
|
|
|
|
|
Patrick M Sweeney & Associates, Inc
|
|
|
|
|
|
CPEAX - MUTUAL FUND SERIES TRUST - Catalyst Dynamic Alpha Fund Class A
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
|
|
|
|
iA Global Asset Management Inc.
|
|
|
|
|
|
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
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|
|
Chicago Partners Investment Group LLC
|
|
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|
|
Axa S.a.
|
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|
BCAMX - PROFESSIONALLY MANAGED PORTFOLIOS - Boston Common ESG Impact U.S. Equity Fund Boston Common ESG Impact U.S. Equity
|
|
|
|
|
|
Clear Investment Research, Llc
|
|
|
|
|
|
PRAXIS FUNDS - Praxis Impact Large Cap Value ETF
|
|
|
|
|
|
Optimum Investment Advisors
|
|
|
|
|
|
Aster Capital Management (DIFC) Ltd
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Comstock Portfolio Class IB
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
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|
|
IMCG - iSHARES TRUST - iShares Morningstar Mid-Cap Growth ETF
|
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|
TFC Financial Management
|
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|
Sky Investment Group LLC
|
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Aviso Financial Inc.
|
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Oddo Bhf Asset Management Sas
|
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Key FInancial Inc
|
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Assenagon Asset Management S.A.
|
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FTIF - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Bloomberg Inflation Sensitive Equity ETF
|
|
|
|
|
|
PEXL - Pacer Funds Trust - Pacer US Export Leaders ETF
|
|
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SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
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|
Connor, Clark & Lunn Investment Management Ltd.
|
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STRV - EA Series Trust - Strive 500 ETF
|
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CENTRAL TRUST Co
|
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|
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Mbb Public Markets I Llc
|
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CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
|
|
|
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|
ICONIQ Capital, LLC
|
|
|
|
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DJE Kapital AG
|
|
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MASFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Alternative Strategies Fund Institutional Class
|
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|
|
|
Alerus Financial Na
|
|
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Guardian Wealth Management, Inc.
|
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SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
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|
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
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|
Hsbc Holdings Plc
|
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|
|
|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF
|
|
|
|
|
|
Center for Financial Planning, Inc.
|
|
|
|
|
|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
|
|
|
|
Abound Wealth Management
|
|
|
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|
Glen Eagle Advisors, LLC
|
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AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
|
|
|
|
|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
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|
Douglass Winthrop Advisors, LLC
|
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|
Bridgewater Associates, LP
|
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SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
|
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|
Harvest Fund Management Co., Ltd
|
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Nemes Rush Group LLC
|
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|
Aviva Plc
|
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Game Plan Financial Advisors, LLC
|
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|
Burkett Financial Services, Llc
|
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|
|
BLACKROCK EQUITY DIVIDEND FUND - BLACKROCK EQUITY DIVIDEND FUND Investor A
|
|
|
|
|
|
Beck Mack & Oliver Llc
|
|
|
|
|
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
|
|
|
|
SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
|
|
|
|
|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
|
|
|
|
Bradley Foster & Sargent Inc/ct
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
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|
State of New Jersey Common Pension Fund D
|
|
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|
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|
Millstone Evans Group, LLC
|
|
|
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|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
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|
|
Putnam Fl Investment Management Co
|
|
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|
|
|
Investment Management Corp of Ontario
|
|
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|
|
|
MetLife Investment Management, LLC
|
|
|
|
|
|
Olistico Wealth, LLC
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
Polymer Capital Management (US) LLC
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Global Tactical Allocation Portfolio Initial Class
|
|
|
|
|
|
Estabrook Capital Management
|
|
|
|
|
|
Logan Capital Management Inc
|
|
|
|
|
|
RMB Capital Management, LLC
|
|
|
|
|
|
Institutional Investment Strategy Fund
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
Global X Japan Co., Ltd.
|
|
|
|
|
|
OWTEX - OLD WESTBURY FUNDS INC - Old Westbury Total Equity Fund
|
|
|
|
|
|
Townsquare Capital Llc
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
CWC Advisors, LLC.
|
|
|
|
|
|
Westpac Banking Corp
|
|
|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
|
|
|
|
Tairen Capital Ltd
|
|
|
|
|
|
GTLOX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Core Equity Portfolio - Advisor Shares
|
|
|
|
|
|
Cigna Investments Inc /new
|
|
|
|
|
|
Ckw Financial Group
|
|
|
|
|
|
Aquatic Capital Management LLC
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
QGRO - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Growth ETF
|
|
|
|
|
|
PXDIX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG BETA DIVIDEND FUND Institutional Class
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
Neville Rodie & Shaw Inc
|
|
|
|
|
|
VOLMX - VOLUMETRIC FUND INC - Volumetric Fund
|
|
|
|
|
|
Harvest Investment Services, LLC
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
JTC Employer Solutions Trusteee Ltd
|
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
|
|
|
Cookson Peirce & Co Inc
|
|
|
|
|
|
EHSTX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Large-Cap Value Fund Class A
|
|
|
|
|
|
CABDX - AB RELATIVE VALUE FUND, INC. - AB RELATIVE VALUE FUND, INC. Class A
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
|
|
|
|
Siemens Fonds Invest GmbH
|
|
|
|
|
|
Concentric Capital Strategies, LP
|
|
|
|
|
|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
|
|
|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
|
|
|
|
|
1832 Asset Management L.P.
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
Aspect Partners, LLC
|
|
|
|
|
|
Southeast Asset Advisors Inc.
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
PineBridge Investments, L.P.
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
Wbi Investments, Inc.
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares
|
|
|
|
|
|
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A
|
|
|
|
|
|
Vantage Investment Partners, LLC
|
|
|
|
|
|
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
|
|
|
|
|
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares
|
|
|
|
|
|
Two Sigma Investments, Lp
|
|
|
|
|
|
Change Path, LLC
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
MCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Mid Core ETF
|
|
|
|
|
|
Fisher Asset Management, LLC
|
|
|
|
|
|
Great West Life Assurance Co /can/
|
|
|
|
|
|
INFO - Harbor ETF Trust - Harbor PanAgora Dynamic Large Cap Core ETF
|
|
|
|
|
|
Caitong International Asset Management Co., Ltd
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
|
|
|
|
|
|
IPMIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus MidCap Portfolio Class I
|
|
|
|
|
|
Varma Mutual Pension Insurance Co
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
BOK Financial Private Wealth, Inc.
|
|
|
|
|
|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
|
|
|
|
|
BPAIX - RBB FUND, INC. - Boston Partners All-Cap Value Fund INSTITUTIONAL
|
|
|
|
|
|
Board of the Pension Protection Fund
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
Foundations Investment Advisors, LLC
|
|
|
|
|
|
Prudent Investors Network
|
|
|
|
|
|
Signature Resources Capital Management, LLC
|
|
|
|
|
|
DNLDX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Active MidCap Fund Class A
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
Waldron Private Wealth LLC
|
|
|
|
|
|
S&t Bank/pa
|
|
|
|
|
|
HighMark Wealth Management LLC
|
|
|
|
|
|
SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
|
|
|
|
|
Financial Perspectives, Inc
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
Perpetual Ltd
|
|
|
|
|
|
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF
|
|
|
|
|
|
Kings Path Partners LLC
|
|
|
|
|
|
FMAGX - FIDELITY MAGELLAN FUND - Fidelity Magellan Fund
|
|
|
|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
|
Longbow Finance SA
|
|
|
|
|
|
FLCSX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock Fund
|
|
|
|
|
|
Knuff & Co LLC
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/jpmorgan Midcap Growth Fund (a)
|
|
|
|
|
|
Beutel, Goodman & Co Ltd.
|
|
|
|
|
|
Innovator ETFs Trust - Innovator IBD Breakout Opportunities ETF
|
|
|
|
|
|
AIHHX - Aristotle Funds Series Trust - Aristotle Small/Mid Cap Equity Fund Class I-2
|
|
|
|
|
|
ALARX - ALGER INSTITUTIONAL FUNDS - Alger Capital Appreciation Institutional Fund Class I
|
|
|
|
|
|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
Country Trust Bank
|
|
|
|
|
|
BlackRock ETF Trust - Blackrock Future U.S. Themes ETF
|
|
|
|
|
|
Profunds - Profund Vp Bull
|
|
|
|
|
|
Covington Investment Advisors Inc.
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - BlackRock NVIT Equity Dividend Fund Class I
|
|
|
|
|
|
Sapience Investments, LLC
|
|
|
|
|
|
Ag2r La Mondiale Gestion D'actifs
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
Allen Investment Management LLC
|
|
|
|
|
|
North Capital, Inc.
|
|
|
|
|
|
TCTC Holdings, LLC
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
Twin Capital Management Inc
|
|
|
|
|
|
Savvy Advisors, Inc.
|
|
|
|
|
|
Raiffeisen Bank International AG
|
|
|
|
|
|
Machina Capital S.a.s.
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
AQEAX - Columbia Funds Series Trust II - Columbia Disciplined Core Fund Class A
|
|
|
|
|
|
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
Rakuten Investment Management, Inc.
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
Leeward Investments, LLC - MA
|
|
|
|
|
|
Caldwell Securities, Inc
|
|
|
|
|
|
Maseco Llp
|
|
|
|
|
|
Fielder Capital Group LLC
|
|
|
|
|
|
Binnacle Investments Inc
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Bdf-gestion
|
|
|
|
|
|
Louisbourg Investments Inc.
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
Skylands Capital, LLC
|
|
|
|
|
|
VYMYX - Voya EQUITY TRUST - Voya Mid Cap Research Enhanced Index Fund Class W
|
|
|
|
|
|
Bristol John W & Co Inc /ny/
|
|
|
|
|
|
Welch & Forbes Llc
|
|
|
|
|
|
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF
|
|
|
|
|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
|
|
Candriam Luxembourg S.C.A.
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
Mirabella Financial Services Llp
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Blended Research Core Equity Portfolio Initial Class
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
|
|
|
|
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
|
|
|
|
|
Consultiva Wealth Management, Corp.
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
|
|
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF
|
|
|
|
|
|
Wealthcare Advisory Partners LLC
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - CTIVP - MFS Value Fund Class 1
|
|
|
|
|
|
Harbor Asset Planning, Inc.
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
Axxcess Wealth Management, Llc
|
|
|
|
|
|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
|
|
|
|
|
AIA Group Ltd
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
|
|
|
|
|
Atticus Wealth Management, Llc
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
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USS Investment Management Ltd
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Lifeworks Advisors, LLC
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We Are One Seven, LLC
|
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|
Morgan Stanley
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|
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A
|
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|
Schechter Investment Advisors, LLC
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|
FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund
|
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|
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|
CLNR - IndexIQ ETF Trust - IQ Cleaner Transport ETF
|
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|
Advisor OS, LLC
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|
Baker Avenue Asset Management, LP
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FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF
|
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|
IVW - iSHARES TRUST - iShares S&P 500 Growth ETF
|
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|
PFS Partners, LLC
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|
Sunbelt Securities, Inc.
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Baker Ellis Asset Management LLC
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DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
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|
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|
CFMSX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Select Fund
|
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|
BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class
|
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|
Wallace Advisory Group, LLC
|
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Investment Research & Advisory Group, Inc.
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DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
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SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A
|
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|
Hemington Wealth Management
|
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Millennium Management Llc
|
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TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
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|
Hilltop National Bank
|
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|
Dynasty Wealth Management, Llc
|
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Optas, LLC
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Northwest Capital Management Inc
|
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Onefund, Llc
|
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Jackson, Grant Investment Advisers, Inc.
|
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FFIDX - FIDELITY HASTINGS STREET TRUST - Fidelity Fund
|
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DiNuzzo Private Wealth, Inc.
|
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Raymond James Financial Inc
|
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DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF
|
|
|
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|
Snowden Capital Advisors LLC
|
|
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|
Portfolio Design Labs, LLC
|
|
|
|
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|
SGLC - RBB FUND, INC. - SGI U.S. Large Cap Core ETF
|
|
|
|
|
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FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
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|
GDLFX - FundVantage Trust - Gotham Defensive Long 500 Fund Institutional Class
|
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|
Rehmann Capital Advisory Group
|
|
|
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|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
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|
JOET - Virtus ETF Trust II - Virtus Terranova U.S. Quality Momentum ETF
|
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Ossiam
|
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STSEX - Blackrock Funds - Blackrock Exchange Portfolio Blackrock
|
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KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
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NOSIX - Northern Funds - Northern Stock Index Fund
|
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PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3
|
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|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
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VNVAX - Natixis Funds Trust II - Vaughan Nelson Value Opportunity Fund Class A
|
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|
Eq Wealth Advisors, Llc
|
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Hartland & Co., LLC
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FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
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Penserra Capital Management LLC
|
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|
SUNAMERICA SERIES TRUST - SA JPMorgan Global Equities Portfolio Class 1
|
|
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UXI - PROSHARES TRUST - ProShares Ultra Industrials
|
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|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
|
|
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|
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
|
|
|
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|
FDVKX - FIDELITY PURITAN TRUST - Fidelity Value Discovery K6 Fund
|
|
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|
FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund
|
|
|
|
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|
SUNAMERICA SERIES TRUST - SA MFS Blue Chip Growth Portfolio Class 1
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
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|
|
Fortis Group Advisors, LLC
|
|
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|
Vise Technologies, Inc.
|
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Profunds - Profund Vp Industrials
|
|
|
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|
Hikari Power Ltd
|
|
|
|
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|
RPG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Pure Growth ETF
|
|
|
|
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|
TWCUX - American Century Mutual Funds, Inc. - Ultra Fund Investor Class
|
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|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
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|
|
|
MML SERIES INVESTMENT FUND - MML Fundamental Value Fund Class II
|
|
|
|
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|
Geode Capital Management, Llc
|
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|
|
|
|
Advisor Resource Council
|
|
|
|
|
|
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
MJT & Associates Financial Advisory Group, Inc.
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
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|
First Horizon Advisors, Inc.
|
|
|
|
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|
MAGA - ETF Series Solutions - Point Bridge GOP Stock Tracker ETF
|
|
|
|
|
|
Andra AP-fonden
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
Consolidated Investment Group LLC
|
|
|
|
|
|
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares
|
|
|
|
|
|
MDCP - Victory Portfolios II - VictoryShares THB Mid Cap ESG ETF
|
|
|
|
|
|
Camden Capital, LLC
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
|
|
|
|
VEGN - ETF Series Solutions - US Vegan Climate ETF
|
|
|
|
|
|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
|
|
|
|
|
SPMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Momentum ETF
|
|
|
|
|
|
NEW YORK LIFE INVESTMENTS VP FUNDS TRUST - NYLI VP MFS Research Portfolio Service Class
|
|
|
|
|
|
Ameriflex Group, Inc.
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
Freestone Grove Partners LP
|
|
|
|
|
|
Creekmur Asset Management LLC
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
|
|
|
|
|
PENN SERIES FUNDS INC - Large Core Value Fund
|
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
EPGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Growth Fund Class A
|
|
|
|
|
|
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares
|
|
|
|
|
|
Select Equity Group, L.P.
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
Pin Oak Investment Advisors Inc
|
|
|
|
|
|
Farallon Capital Management Llc
|
|
|
|
|
|
Tompkins Financial Corp
|
|
|
|
|
|
Goelzer Investment Management, Inc.
|
|
|
|
|
|
Oliver Lagore Vanvalin Investment Group
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
Red Tortoise LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
|
|
|
|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
|
|
|
|
Bordeaux Wealth Advisors LLC
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1
|
|
|
|
|
|
Nomura Holdings Inc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Large Cap Growth Managed Volatility Fund Standard Class
|
|
|
|
|
|
Gen-Wealth Partners Inc
|
|
|
|
|
|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
NEOS Investment Management LLC
|
|
|
|
|
|
Pzena Investment Management Llc
|
|
|
|
|
|
Nvest Financial, LLC
|
|
|
|
|
|
Fulton Bank, N.a.
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. American Franchise Fund Series I
|
|
|
|
|
|
High Note Wealth, LLC
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Investors Trust Series Initial Class
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
Motley Fool Asset Management LLC
|
|
|
|
|
|
Fred Alger Management, Llc
|
|
|
|
|
|
Atlas Capital Advisors Llc
|
|
|
|
|
|
Mn Services Vermogensbeheer B.V.
|
|
|
|
|
|
PENN SERIES FUNDS INC - Large Cap Value Fund
|
|
|
|
|
|
Princeton Global Asset Management LLC
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
Illinois Municipal Retirement Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
Canada Post Corp Registered Pension Plan
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
|
|
|
Prelude Capital Management, Llc
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
V-Square Quantitative Management LLC
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
|
|
|
|
|
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
|
|
|
|
|
|
Confluence Wealth Services, Inc.
|
|
|
|
|
|
FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund
|
|
|
|
|
|
FEUS - FlexShares Trust - FlexShares ESG & Climate US Large Cap Core Index Fund
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
LGPIX - Profunds - Large-cap Growth Profund Investor Class
|
|
|
|
|
|
Appleton Partners Inc/ma
|
|
|
|
|
|
ISAM Funds (UK) Ltd
|
|
|
|
|
|
Ritter Daniher Financial Advisory LLC / DE
|
|
|
|
|
|
Aware Super Pty Ltd as trustee of Aware Super
|
|
|
|
|
|
FNKLX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Value Discovery Fund
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Mid-Cap Growth Portfolio Class 1
|
|
|
|
|
|
WASHINGTON TRUST Co
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
ABN AMRO Bank N.V.
|
|
|
|
|
|
Tsfg, Llc
|
|
|
|
|
|
Groupe la Francaise
|
|
|
|
|
|
TEMP - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Climate Change Solutions ETF
|
|
|
|
|
|
FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
|
|
|
|
FSA Wealth Management LLC
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
HRCPX - CARILLON SERIES TRUST - Carillon ClariVest Capital Appreciation Fund Class A
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
One Wealth Advisors, LLC
|
|
|
|
|
|
Galibier Capital Management Ltd.
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
Richardson Capital Management LLC
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF
|
|
|
|
|
|
Holos Integrated Wealth LLC
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Discovery Mid Cap Growth Fund Class R6
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
Meyer Handelman Co
|
|
|
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
|
|
|
|
|
|
FMDE - FIDELITY COVINGTON TRUST - Fidelity Enhanced Mid Cap ETF
|
|
|
|
|
|
ESL Trust Services, LLC
|
|
|
|
|
|
AllSquare Wealth Management LLC
|
|
|
|
|
|
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
|
|
|
|
|
PDP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Momentum ETF
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
Transce3nd, LLC
|
|
|
|
|
|
Green Harvest Asset Management LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA MFS Massachusetts Investors Trust Portfolio Class 1
|
|
|
|
|
|
Brighthouse Funds Trust I - Invesco Comstock Portfolio Class A
|
|
|
|
|
|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
Atlantic Private Wealth, LLC
|
|
|
|
|
|
FDETX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Capital Development Fund Class O
|
|
|
|
|
|
Syon Capital Llc
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - SP PRUDENTIAL US EMERGING GROWTH PORTFOLIO Class I
|
|
|
|
|
|
Addenda Capital Inc.
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
Dnca Finance
|
|
|
|
|
|
Korea Investment CORP
|
|
|
|
|
|
Aristotle Capital Boston, LLC
|
|
|
|
|
|
Blue Bell Private Wealth Management, Llc
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
|
Contravisory Investment Management, Inc.
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
Napatree Capital Llc
|
|
|
|
|
|
Swedbank AB
|
|
|
|
|
|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
|
|
|
|
MUEAX - MFS SERIES TRUST XI - MFS Blended Research Core Equity Fund A
|
|
|
|
|
|
Quantitative Investment Management, LLC
|
|
|
|
|
|
Hanson & Doremus Investment Management
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
Sierra Ocean, Llc
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
Flagship Wealth Advisors, Llc
|
|
|
|
|
|
IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I
|
|
|
|
|
|
Salomon & Ludwin, LLC
|
|
|
|
|
|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
Prudential Plc
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
Flagship Harbor Advisors, Llc
|
|
|
|
|
|
PACIFIC SELECT FUND - Large-Cap Growth Portfolio Class I
|
|
|
|
|
|
USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF
|
|
|
|
|
|
SPYG - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Growth ETF
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
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XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
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Haven Private, LLC
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M&t Bank Corp
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Catalytic Wealth RIA, LLC
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SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
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SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
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VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
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XTX Topco Ltd
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Allianz Asset Management GmbH
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