|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares
|
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|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
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|
|
|
|
SPDG - SPDR SERIES TRUST - SPDR Portfolio S&P Sector Neutral Dividend ETF
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
|
|
|
|
QQH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 100 Index ETF
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Nasdaq-100® Index Portfolio
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
RMQHX - RYDEX SERIES FUNDS - Monthly Rebalance NASDAQ-100 2x Strategy Fund Class H
|
|
|
|
|
|
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
|
|
|
|
|
Brevan Howard Capital Management LP
|
|
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|
|
Royal Bank Of Canada
|
|
|
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|
Scarborough Advisors, LLC
|
|
|
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|
QAACX - Federated MDT Series - Federated MDT All Cap Core Fund Class A Shares
|
|
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|
|
|
Mutual Of America Capital Management Llc
|
|
|
|
|
|
Catalytic Wealth RIA, LLC
|
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|
SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F
|
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|
|
|
|
Oppenheimer & Co Inc
|
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|
|
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|
National Pension Service
|
|
|
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|
|
Heartland Advisors Inc
|
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|
Ameriprise Financial Inc
|
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|
Leo Wealth, LLC
|
|
|
|
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|
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
|
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|
|
Penserra Capital Management LLC
|
|
|
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|
Elevated Capital Advisors, LLC
|
|
|
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ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF
|
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|
|
GHP Investment Advisors, Inc.
|
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|
Campion Asset Management LLC
|
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|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
|
|
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|
Fortis Group Advisors, LLC
|
|
|
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|
|
Elo Mutual Pension Insurance Co
|
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|
GQRRX - Advisors' Inner Circle Fund III - GQG PARTNERS GLOBAL QUALITY EQUITY FUND R6 Shares
|
|
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|
|
Gitterman Wealth Management, LLC
|
|
|
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|
|
Amundi
|
|
|
|
|
|
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund
|
|
|
|
|
|
Logan Capital Management Inc
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
Missouri Trust & Investment Co
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
|
|
|
|
|
|
Sei Investments Co
|
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|
|
|
|
Van Hulzen Asset Management, LLC
|
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|
Susquehanna Fundamental Investments, Llc
|
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|
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|
|
VestGen Advisors, LLC
|
|
|
|
|
|
RTXAX - RUSSELL INVESTMENT CO - Tax-Managed Real Assets Fund Class A
|
|
|
|
|
|
Ausdal Financial Partners, Inc.
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
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|
|
|
|
EVUAX - WELLS FARGO FUNDS TRUST - Wells Fargo Utility and Telecommunications Fund Class A
|
|
|
|
|
|
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Disciplined Core Fund Class 3
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
Essex LLC
|
|
|
|
|
|
Ingalls & Snyder Llc
|
|
|
|
|
|
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
|
|
|
|
|
|
GLIFX - LAZARD FUNDS INC - Lazard Global Listed Infrastructure Portfolio Institutional Shares
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
Verdence Capital Advisors LLC
|
|
|
|
|
|
FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund
|
|
|
|
|
|
FFNJX - VARIABLE INSURANCE PRODUCTS FUND IV - Utilities Portfolio Initial Class
|
|
|
|
|
|
Wasatch Advisors Inc
|
|
|
|
|
|
QLC - FlexShares Trust - FlexShares US Quality Large Cap Index Fund
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
CDL - Victory Portfolios II - VictoryShares US Large Cap High Div Volatility Wtd ETF
|
|
|
|
|
|
XRLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Value
|
|
|
|
|
|
C M Bidwell & Associates Ltd
|
|
|
|
|
|
Park Square Financial Group, LLC
|
|
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|
|
Arlington Trust Co LLC
|
|
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|
|
|
USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF
|
|
|
|
|
|
SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
Principle Wealth Partners Llc
|
|
|
|
|
|
ENDW - EA Series Trust - Cambria Endowment Style ETF
|
|
|
|
|
|
SJVCX - STEWARD FUNDS, INC. - Steward Large Cap Value Fund Class C
|
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|
Neo Ivy Capital Management
|
|
|
|
|
|
Sentry Investment Management Llc
|
|
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|
|
FEIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Income Fund Class A
|
|
|
|
|
|
CRA Financial Services, LLC
|
|
|
|
|
|
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
Etesian Wealth Advisors, Inc.
|
|
|
|
|
|
Canada Post Corp Registered Pension Plan
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
|
|
|
|
|
|
FCG Investment Co
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
GEQIX - GLENMEDE FUND INC - Equity Income Portfolio
|
|
|
|
|
|
Trinity Legacy Partners, LLC
|
|
|
|
|
|
SPVU - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Enhanced Value ETF
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A
|
|
|
|
|
|
ONEY - SPDR SERIES TRUST - SPDR Russell 1000 Yield Focus ETF
|
|
|
|
|
|
Foundations Investment Advisors, LLC
|
|
|
|
|
|
Siemens Fonds Invest GmbH
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
Diversify Advisory Services, LLC
|
|
|
|
|
|
Tower View Investment Management & Research LLC
|
|
|
|
|
|
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA ALL CAP VALUE SERIES
|
|
|
|
|
|
JCAVX - John Hancock Funds II - Capital Appreciation Value Fund Class NAV
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA WORLD EQUITY INCOME SERIES
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
Jennison Associates Llc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA MFS Total Return Portfolio Class 1
|
|
|
|
|
|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco QQQ Income Advantage ETF
|
|
|
|
|
|
ALTL - Pacer Funds Trust - Pacer Lunt Large Cap Alternator ETF
|
|
|
|
|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
|
|
|
ITRAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Capital Appreciation Portfolio Class ADV
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
|
|
|
|
Buckingham Strategic Partners
|
|
|
|
|
|
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A
|
|
|
|
|
|
FNSTX - FIDELITY INVESTMENT TRUST - Fidelity Infrastructure Fund
|
|
|
|
|
|
Busey Wealth Management
|
|
|
|
|
|
Gulf International Bank (UK) Ltd
|
|
|
|
|
|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
one8zero8, LLC
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class
|
|
|
|
|
|
Paragon Financial Partners, Inc.
|
|
|
|
|
|
IQQQ - PROSHARES TRUST - ProShares Nasdaq-100 High Income ETF
|
|
|
|
|
|
NEOS Investment Management LLC
|
|
|
|
|
|
Stephenson National Bank & Trust
|
|
|
|
|
|
Curio Wealth, Llc
|
|
|
|
|
|
Empirical Finance, LLC
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
Cidel Asset Management Inc
|
|
|
|
|
|
Miracle Mile Advisors, LLC
|
|
|
|
|
|
Partnership Wealth Management, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
|
|
|
|
|
Wealth Dimensions Group, Ltd.
|
|
|
|
|
|
Reaves W H & Co Inc
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
RMG Wealth Management LLC
|
|
|
|
|
|
John Hancock Tax-advantaged Dividend Income Fund
|
|
|
|
|
|
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA LARGE CORE SERIES
|
|
|
|
|
|
Elevation Series Trust - RiverNorth Patriot ETF
|
|
|
|
|
|
VVJEX - Voya EQUITY TRUST - Voya VACS Series MCV Fund
|
|
|
|
|
|
Energy Income Partners, LLC
|
|
|
|
|
|
QSIX - Pacer Funds Trust - Pacer Metarus Nasdaq 100 Dividend Multiplier 600 ETF
|
|
|
|
|
|
Prosperity Consulting Group, LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
|
|
|
|
LMR Partners LLP
|
|
|
|
|
|
BLACKROCK MID CAP DIVIDEND SERIES, INC. - BlackRock Mid Cap Dividend Fund Investor A
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
Affinity Investment Advisors, Llc
|
|
|
|
|
|
Providence Wealth Advisors, LLC
|
|
|
|
|
|
PRDAX - PRINCIPAL FUNDS INC - Diversified Real Asset Fund Class A
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
|
Haverford Trust Co
|
|
|
|
|
|
Tcw Group Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
|
|
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
|
|
Capital A Wealth Management, LLC
|
|
|
|
|
|
Caldwell Trust Co
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
Goldstone Financial Group, LLC
|
|
|
|
|
|
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV
|
|
|
|
|
|
Lantz Financial LLC
|
|
|
|
|
|
PCGRX - Victory Portfolios IV - Victory Pioneer Mid Cap Value Fund Class A
|
|
|
|
|
|
Fisher Asset Management, LLC
|
|
|
|
|
|
Alps Advisors Inc
|
|
|
|
|
|
Atwood & Palmer Inc
|
|
|
|
|
|
denkapparat Operations GmbH
|
|
|
|
|
|
Old Point Trust & Financial Services N A
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco QQQ Low Volatility ETF
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
|
|
|
|
PUI - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Utilities Momentum ETF
|
|
|
|
|
|
SageView Advisory Group, LLC
|
|
|
|
|
|
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
Advanced Asset Management Advisors Inc
|
|
|
|
|
|
Princeton Global Asset Management LLC
|
|
|
|
|
|
QQQE - Direxion Shares ETF Trust - Direxion NASDAQ-100(R) Equal Weighted Index Shares
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
CWA Asset Management Group, LLC
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
CVSE - Morgan Stanley ETF Trust - Calvert US Select Equity ETF
|
|
|
|
|
|
PENN SERIES FUNDS INC - Large Core Value Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
UTSL - Direxion Shares ETF Trust - Direxion Daily Utilities Bull 3X Shares
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
Allegheny Financial Group LTD
|
|
|
|
|
|
BancorpSouth Bank
|
|
|
|
|
|
Maple-Brown Abbott Ltd
|
|
|
|
|
|
LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF
|
|
|
|
|
|
Kestra Investment Management, LLC
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
World Equity Group, Inc.
|
|
|
|
|
|
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
|
|
|
|
|
|
Brookstone Capital Management
|
|
|
|
|
|
VLUE - iSHARES TRUST - iShares Edge MSCI USA Value Factor ETF
|
|
|
|
|
|
Stenger Family Office, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
|
|
USAWX - USAA MUTUAL FUNDS TRUST - World Growth Fund Shares
|
|
|
|
|
|
Horizon Financial Services, Llc
|
|
|
|
|
|
Riverbend Wealth Management, LLC
|
|
|
|
|
|
First United Bank Trust/
|
|
|
|
|
|
Mather Group, Llc.
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
Te Ahumairangi Investment Management Ltd
|
|
|
|
|
|
VeraBank, N.A.
|
|
|
|
|
|
SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A
|
|
|
|
|
|
Allianz Se
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
Mufg Securities Americas Inc.
|
|
|
|
|
|
StoneX Group Inc.
|
|
|
|
|
|
CBIZ Investment Advisory Services, LLC
|
|
|
|
|
|
Diversified Enterprises, LLC
|
|
|
|
|
|
USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF
|
|
|
|
|
|
Glen Eagle Advisors, LLC
|
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|
MLVAX - MFS SERIES TRUST I - MFS Low Volatility Equity Fund A
|
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|
Fidelis Capital Partners, LLC
|
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|
MMUFX - MFS SERIES TRUST VI - MFS Utilities Fund A
|
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|
Bnp Paribas Arbitrage, Sa
|
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|
Horizon Investments, LLC
|
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|
ULVM - Victory Portfolios II - VictoryShares USAA MSCI USA Value Momentum ETF
|
|
|
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|
|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
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|
CDC - Victory Portfolios II - VictoryShares US EQ Income Enhanced Volatility Wtd ETF
|
|
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|
WESPAC Advisors, LLC
|
|
|
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|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
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|
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|
MAGA - ETF Series Solutions - Point Bridge GOP Stock Tracker ETF
|
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|
Wealth Management Associates, Inc.
|
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|
Atria Wealth Solutions, Inc.
|
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AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
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|
DRW Securities, LLC
|
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|
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
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|
|
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|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
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|
N.E.W. Advisory Services LLC
|
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|
Pensionfund Sabic
|
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Cullen/frost Bankers, Inc.
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Paladin Advisory Group, LLC
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Ofi Invest Asset Management
|
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Exchange Traded Concepts, Llc
|
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|
Prospera Financial Services Inc
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Hennessy Advisors Inc
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E Fund Management Co., Ltd.
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Signaturefd, Llc
|
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KRMA - Global X Funds - Global X Conscious Companies ETF
|
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|
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund
|
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|
Achmea Investment Management B.V.
|
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TCTC Holdings, LLC
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Canada Pension Plan Investment Board
|
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Costello Asset Management, INC
|
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Private Advisor Group, LLC
|
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NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF
|
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|
Arete Wealth Advisors, LLC
|
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AIA Group Ltd
|
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TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
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NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
|
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|
Aptus Capital Advisors, LLC
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SRS Capital Advisors, Inc.
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Catalyst Financial Partners Llc
|
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VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares
|
|
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|
Advisors Capital Management, LLC
|
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PGJAX - PRUDENTIAL WORLD FUND, INC. - PGIM Jennison Global Infrastructure Fund Class A
|
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|
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF
|
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|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
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Frank, Rimerman Advisors LLC
|
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UPGD - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Raymond James SB-1 Equity ETF
|
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Seacrest Wealth Management, Llc
|
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Sagespring Wealth Partners, Llc
|
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Wealthspire Advisors, LLC
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Harvest Fund Management Co., Ltd
|
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Hsbc Holdings Plc
|
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IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF
|
|
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|
Brighthouse Funds Trust II - MFS Value Portfolio Class A
|
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GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
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|
Erste Asset Management GmbH
|
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Farther Finance Advisors, LLC
|
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CBHAX - Victory Portfolios II - Victory Market Neutral Income Fund Class A
|
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Agf Management Ltd
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WWIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Company Value Fund Administrator Class
|
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|
Harbour Investments, Inc.
|
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DQIAX - BNY Mellon Investment Funds III - BNY Mellon Equity Income Fund Class A
|
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|
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
|
|
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|
LifeWealth Investments, LLC
|
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|
Capital Fund Management S.a.
|
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Public Sector Pension Investment Board
|
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|
Neuberger Berman Group LLC
|
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|
1832 Asset Management L.P.
|
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Aspect Partners, LLC
|
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RESGX - GLENMEDE FUND INC - Responsible ESG U.S. Equity Portfolio
|
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|
Whittier Trust Co
|
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|
AlphaCore Capital LLC
|
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JDM Financial Group LLC
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Nbt Bank N A /ny
|
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Acadian Asset Management Llc
|
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Yardley Wealth Management LLC
|
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|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
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|
Samjo Management, LLC
|
|
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|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Large Cap Value Fund Institutional
|
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|
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|
Magellan Asset Management Ltd
|
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|
American Assets Investment Management, LLC
|
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ProShare Advisors LLC
|
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Magnetar Financial LLC
|
|
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|
Livforsakringsbolaget Skandia, Omsesidigt
|
|
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|
|
|
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
|
|
|
|
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|
JXI - iSHARES TRUST - iShares Global Utilities ETF
|
|
|
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|
|
Robeco Institutional Asset Management B.V.
|
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|
GAMMA Investing LLC
|
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|
MTM Investment Management, LLC
|
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|
Convergence Investment Partners, LLC
|
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|
First Manhattan Co
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
GQLVX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Value Equity Portfolio
|
|
|
|
|
|
Victory Variable Insurance Funds II - Victory Pioneer Mid Cap Value VCT Portfolio Class I
|
|
|
|
|
|
Piscataqua Savings Bank
|
|
|
|
|
|
Ashton Thomas Private Wealth, LLC
|
|
|
|
|
|
Anfield Capital Management, LLC
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1
|
|
|
|
|
|
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares
|
|
|
|
|
|
Phoenix Wealth Advisors
|
|
|
|
|
|
Global Financial Private Client, LLC
|
|
|
|
|
|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio
|
|
|
|
|
|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
|
|
|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
|
|
|
|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares
|
|
|
|
|
|
Gts Securities Llc
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock Large Cap Value ETF
|
|
|
|
|
|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
|
|
|
|
|
Headland Capital, LLC
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
|
|
|
|
FMGIX - FRONTIER FUNDS, INC. - Frontier MFG Core Infrastructure Fund Institutional Class
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
|
|
|
|
|
Nuveen Multi-Asset Income Fund
|
|
|
|
|
|
Martingale Asset Management L P
|
|
|
|
|
|
SIXL - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Low Beta Equity Strategy ETF
|
|
|
|
|
|
Groupe la Francaise
|
|
|
|
|
|
ARDGX - ARCHER INVESTMENT SERIES TRUST - Archer Dividend Growth Fund
|
|
|
|
|
|
First Heartland Consultants, Inc.
|
|
|
|
|
|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
|
|
|
|
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF
|
|
|
|
|
|
IMA Wealth, Inc.
|
|
|
|
|
|
Allianzgi Diversified Income & Convertible Fund
|
|
|
|
|
|
Byrne Asset Management LLC
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
Nordea Investment Management Ab
|
|
|
|
|
|
Graypoint LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Mid Cap Value Portfolio Class IB
|
|
|
|
|
|
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
UTPIX - Profunds - Utilities Ultrasector Profund Investor Class
|
|
|
|
|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2
|
|
|
|
|
|
LSVVX - ADVISORS' INNER CIRCLE FUND - LSV CONSERVATIVE VALUE EQUITY FUND Institutional Class Shares
|
|
|
|
|
|
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
|
|
|
|
|
VSRDX - VALIC Co I - U.S. Socially Responsible Fund
|
|
|
|
|
|
Daiwa Securities Group Inc.
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
|
|
|
|
Reyes Financial Architecture, Inc.
|
|
|
|
|
|
Gabelli Funds Llc
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
Boothbay Fund Management, Llc
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
FUTY - FIDELITY COVINGTON TRUST - Fidelity MSCI Utilities Index ETF
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
|
|
|
|
|
Enterprise Financial Services Corp
|
|
|
|
|
|
SMSAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Multi-Strategy Alternative Fund Class F
|
|
|
|
|
|
Main Street Group, LTD
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
Ransom Advisory, Ltd
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
John Hancock Premium Dividend Fund
|
|
|
|
|
|
Profunds - Profund Vp Ultranasdaq-100
|
|
|
|
|
|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
|
|
|
|
|
PRAXIS FUNDS - Praxis Impact Large Cap Value ETF
|
|
|
|
|
|
Nexus Investment Management ULC
|
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
Profunds - Profund Vp Ultrabull
|
|
|
|
|
|
TRVLX - T. Rowe Price Value Fund, Inc. - T. Rowe Price Value Fund, Inc.
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
|
Guggenheim Strategic Opportunities Fund
|
|
|
|
|
|
MML Series Investment Fund II - MML Equity Rotation Fund Class II
|
|
|
|
|
|
Jnl Series Trust - Jnl/first State Global Infrastructure Fund (a)
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
|
|
|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
Plato Investment Management Ltd
|
|
|
|
|
|
SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF
|
|
|
|
|
|
Patton Fund Management, Inc.
|
|
|
|
|
|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
JPME - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
Bfsg, Llc
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1
|
|
|
|
|
|
Quest Partners LLC
|
|
|
|
|
|
DFMAX - ADVISORS SERIES TRUST - Davidson Multi-Cap Equity Fund Class A
|
|
|
|
|
|
Blackston Financial Advisory Group, LLC
|
|
|
|
|
|
Dai-Ichi Life Insurance Company, Ltd
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares
|
|
|
|
|
|
GQG Partners LLC
|
|
|
|
|
|
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A
|
|
|
|
|
|
Avenue 1 Advisors, LLC
|
|
|
|
|
|
Telos Capital Management, Inc.
|
|
|
|
|
|
Resources Management Corp /ct/ /adv
|
|
|
|
|
|
Aster Capital Management (DIFC) Ltd
|
|
|
|
|
|
TQMVX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Value Equity Fund
|
|
|
|
|
|
Capital Square, LLC
|
|
|
|
|
|
Jamison Private Wealth Management, Inc.
|
|
|
|
|
|
VCNIX - VALIC Co I - Nasdaq-100 Index Fund
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
VGENX - VANGUARD SPECIALIZED FUNDS - Vanguard Energy Fund Investor Shares
|
|
|
|
|
|
GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional
|
|
|
|
|
|
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
|
|
|
|
|
Tyler-Stone Wealth Management
|
|
|
|
|
|
RAPAX - Cohen & Steers Real Assets Fund, Inc. - Cohen & Steers Real Assets Fund, Inc. Class A
|
|
|
|
|
|
Generali Investments CEE, investicni spolecnost, a.s.
|
|
|
|
|
|
Sompo Japan Nipponkoa Asset Management Co.,ltd.
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
Narwhal Capital Management
|
|
|
|
|
|
GAUAX - Gabelli Utilities Fund - The Gabelli Utilities Fund Class A
|
|
|
|
|
|
Atom Investors LP
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco ESG NASDAQ 100 ETF
|
|
|
|
|
|
Total Investment Management Inc
|
|
|
|
|
|
BMCIX - Blackrock Funds - Blackrock High Equity Income Fund Institutional
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
|
|
|
|
Profund Advisors Llc
|
|
|
|
|
|
Andra AP-fonden
|
|
|
|
|
|
UTES - ETFis Series Trust I - Virtus Reaves Utilities ETF
|
|
|
|
|
|
Gen-Wealth Partners Inc
|
|
|
|
|
|
USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
Level Four Advisory Services, Llc
|
|
|
|
|
|
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund
|
|
|
|
|
|
RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF
|
|
|
|
|
|
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A
|
|
|
|
|
|
SummitTX Capital, L.P.
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian All Cap Core VIP Fund
|
|
|
|
|
|
Meeder Advisory Services, Inc.
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
Rare Infrastructure Ltd
|
|
|
|
|
|
Pittenger & Anderson Inc
|
|
|
|
|
|
Howard Hughes Medical Institute
|
|
|
|
|
|
Franklin Universal Trust
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
Polymer Capital Management (US) LLC
|
|
|
|
|
|
Laurel Wealth Advisors LLC
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
Everence Capital Management Inc
|
|
|
|
|
|
Ptm Wealth Management, Llc
|
|
|
|
|
|
Capital Research Global Investors
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
Varma Mutual Pension Insurance Co
|
|
|
|
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|
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A)
|
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|
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|
Fifth Third Bancorp
|
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SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
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|
Marshall Wace, Llp
|
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|
Intact Investment Management Inc.
|
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FXU - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Utilities AlphaDEX Fund
|
|
|
|
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|
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class
|
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|
Garde Capital, Inc.
|
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Kingsview Wealth Management, LLC
|
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DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF
|
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Guggenheim Capital Llc
|
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GSMCX - GOLDMAN SACHS TRUST - Goldman Sachs Mid Cap Value Fund Institutional
|
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|
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund
|
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|
Iron Horse Wealth Management, LLC
|
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Regions Financial Corp
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ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
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Activest Wealth Management
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Payden & Rygel
|
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Evermay Wealth Management Llc
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Plotkin Financial Advisors, LLC
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Utah Retirement Systems
|
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Covington Investment Advisors Inc.
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Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
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Sunbelt Securities, Inc.
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Bank of Jackson Hole Trust
|
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Northwestern Mutual Investment Management Company, Llc
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MCF Advisors LLC
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Natixis Advisors, L.p.
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SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A
|
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|
Barclays Plc
|
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|
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
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IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I
|
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TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
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HAPY - Harbor ETF Trust - Harbor Corporate Culture Leaders ETF
|
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RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
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Principal Financial Group Inc
|
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TD Capital Management LLC
|
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USNQX - USAA MUTUAL FUNDS TRUST - Nasdaq-100 Index Fund
|
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|
BlackRock, Inc.
|
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LVPIX - Profunds - Large-cap Value Profund Investor Class
|
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Invesco Ltd.
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QCELX - AQR Funds - AQR Large Cap Multi-Style Fund Class I
|
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GWILX - GLENMEDE FUND INC - Women in Leadership U.S. Equity Portfolio
|
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S&t Bank/pa
|
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TNBIX - 1290 Funds - 1290 SmartBeta Equity Fund Class I
|
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HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
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VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
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NEOS ETF Trust - NEOS Nasdaq-100(R) High Income ETF
|
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|
Beech Hill Advisors, Inc.
|
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|
Norges Bank
|
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GeoWealth Management, LLC
|
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Wealthfront Advisers Llc
|
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Mml Investors Services, Llc
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Jane Street Group, Llc
|
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DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
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TQQQ - PROSHARES TRUST - ProShares UltraPro QQQ
|
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|
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|
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
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JNL SERIES TRUST - JNL Multi-Manager U.S. Select Equity Fund (A)
|
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|
Nissay Asset Management Corp /japan/ /adv
|
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|
HEOMX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Climate Opportunities Fund Class A
|
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NOSIX - Northern Funds - Northern Stock Index Fund
|
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|
Kentucky Retirement Systems
|
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MetLife Investment Management, LLC
|
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STRV - EA Series Trust - Strive 500 ETF
|
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|
USRAX - Horizon Funds - Horizon Defensive Multi-Factor Fund Investor Class
|
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DYNF - BlackRock ETF Trust - BlackRock U.S. Equity Factor Rotation ETF
|
|
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|
International Assets Investment Management, Llc
|
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PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares
|
|
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|
Mowery & Schoenfeld Wealth Management, LLC
|
|
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|
Heritage Wealth Advisors
|
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|
|
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y
|
|
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|
|
|
AMRMX - AMERICAN MUTUAL FUND - AMERICAN MUTUAL FUND Class A
|
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|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
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|
Marietta Wealth Management, LLC
|
|
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|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I
|
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|
Chevy Chase Trust Holdings, Inc.
|
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|
HITE Hedge Asset Management LLC
|
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|
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
|
|
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|
|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
|
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|
|
|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
|
|
|
|
|
FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
|
|
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|
|
Banco BTG Pactual S.A.
|
|
|
|
|
|
Radnor Capital Management, LLC
|
|
|
|
|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
|
|
|
|
|
PENN SERIES FUNDS INC - Index 500 Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
|
|
|
|
|
NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
Skandinaviska Enskilda Banken AB (publ)
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
Roble, Belko & Company, Inc
|
|
|
|
|
|
Calton & Associates, Inc.
|
|
|
|
|
|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
|
|
|
|
Canandaigua National Bank & Trust Co
|
|
|
|
|
|
AMFEX - ASSET MANAGEMENT FUND - AAMA Equity Fund
|
|
|
|
|
|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
|
|
|
|
|
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
|
|
|
|
|
Wesbanco Bank Inc
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
SPHD - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Low Volatility ETF
|
|
|
|
|
|
VWNDX - VANGUARD WINDSOR FUNDS - Vanguard Windsor Fund Investor Shares
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
|
|
|
|
|
New Age Alpha Advisors, LLC
|
|
|
|
|
|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A
|
|
|
|
|
|
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
Essex Financial Services, Inc.
|
|
|
|
|
|
Cornerstone Total Return Fund Inc
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
Calamos Advisors LLC
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
IHGIX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD DIVIDEND AND GROWTH FUND Class A
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
|
|
|
|
|
VUIAX - VANGUARD WORLD FUND - Vanguard Utilities Index Fund Admiral Shares
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
Kennedy Investment Group
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Core Equity Fund
|
|
|
|
|
|
New York Life Investment Management Llc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Value Fund Standard Class
|
|
|
|
|
|
Bearing Point Capital, Llc
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
Generali Asset Management SPA SGR
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
FUGAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Utilities Fund Class A
|
|
|
|
|
|
Shell Asset Management Co
|
|
|
|
|
|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
URTH - iShares, Inc. - iShares MSCI World ETF
|
|
|
|
|
|
TCG Advisory Services, LLC
|
|
|
|
|
|
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
|
|
|
|
|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
|
|
|
|
Redwood Park Advisors LLC
|
|
|
|
|
|
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
|
|
|
|
|
|
Greenfield Savings Bank
|
|
|
|
|
|
Ag2r La Mondiale Gestion D'actifs
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio
|
|
|
|
|
|
V-Square Quantitative Management LLC
|
|
|
|
|
|
Cigna Investments Inc /new
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
|
|
|
|
|
BI Asset Management Fondsmaeglerselskab A/S
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
Stone House Investment Management, LLC
|
|
|
|
|
|
Axxcess Wealth Management, Llc
|
|
|
|
|
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
|
AVMC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Equity ETF
|
|
|
|
|
|
Aull & Monroe Investment Management Corp
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
Nomura Holdings Inc
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
Glass Jacobson Investment Advisors llc
|
|
|
|
|
|
Axa S.a.
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 Pure Value Fund Variable Annuity
|
|
|
|
|
|
Trinity Wealth Management, LLC
|
|
|
|
|
|
Allianzgi Equity & Convertible Income Fund
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
Voya Infrastructure, Industrials & Materials Fund
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
Armis Advisers, LLC
|
|
|
|
|
|
Keel Point, LLC
|
|
|
|
|
|
ANTIPODES PARTNERS Ltd
|
|
|
|
|
|
Legacy Solutions, Llc
|
|
|
|
|
|
Tounjian Advisory Partners, Llc
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio
|
|
|
|
|
|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
|
|
|
|
|
Howard Capital Management Inc.
|
|
|
|
|
|
Hennion & Walsh Asset Management, Inc.
|
|
|
|
|
|
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund
|
|
|
|
|
|
Liontrust Investment Partners LLP
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT NASDAQ-100 Index Fund Class II
|
|
|
|
|
|
Qsemble Capital Management, LP
|
|
|
|
|
|
Monetary Management Group Inc
|
|
|
|
|
|
RIA Advisory Group LLC
|
|
|
|
|
|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund
|
|
|
|
|
|
TruNorth Capital Management, LLC
|
|
|
|
|
|
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
|
|
|
|
|
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
|
|
|
|
|
WealthTrust Axiom LLC
|
|
|
|
|
|
Birchbrook, Inc.
|
|
|
|
|
|
Spdr S&p 500 Etf Trust
|
|
|
|
|
|
FVALX - FORESTER FUNDS INC - Forester Value Fund Class N
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
Centaurus Financial, Inc.
|
|
|
|
|
|
BLB&B Advisors, LLC
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
SEUIX - Sei Institutional Managed Trust - Simt Large Cap Value Fund Class I
|
|
|
|
|
|
Institutional Investment Strategy Fund
|
|
|
|
|
|
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
|
|
|
|
|
|
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF
|
|
|
|
|
|
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
|
|
|
|
|
DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
Significant Wealth Partners LLC
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
Asahi Life Asset Management Co., Ltd.
|
|
|
|
|
|
Swedbank AB
|
|
|
|
|
|
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
|
|
|
|
|
|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
|
|
|
Sigma Planning Corp
|
|
|
|
|
|
HBK Sorce Advisory LLC
|
|
|
|
|
|
Chicago Partners Investment Group LLC
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
NEOS ETF Trust - NEOS Nasdaq-100(R) Hedged Equity Income ETF
|
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
|
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
QYLG - Global X Funds - Global X Nasdaq 100 Covered Call & Growth ETF
|
|
|
|
|
|
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF
|
|
|
|
|
|
Strategic Financial Concepts, LLC
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - CTIVP - MFS Value Fund Class 1
|
|
|
|
|
|
NUDV - Nushares ETF Trust - Nuveen ESG Dividend ETF
|
|
|
|
|
|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
|
|
|
|
|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
|
|
|
|
|
HIADX - Hartford Series Fund Inc - Hartford Dividend And Growth Hls Fund Ia
|
|
|
|
|
|
Financial Perspectives, Inc
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
STF Management LP
|
|
|
|
|
|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
|
|
|
|
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A
|
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ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
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Holos Integrated Wealth LLC
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State Board Of Administration Of Florida Retirement System
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GCCHX - GMO TRUST - GMO Climate Change Fund Class III
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South Dakota Investment Council
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Thompson Investment Management, Inc.
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IHT Wealth Management, LLC
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Maryland State Retirement & Pension System
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FMILX - FIDELITY MT VERNON STREET TRUST - Fidelity New Millennium Fund
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Valley National Advisers Inc
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Summit Financial, LLC
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MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
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LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
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Cornerstone Advisors, LLC
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Forsta Ap-fonden
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GGIAX - GOLDMAN SACHS TRUST - Goldman Sachs Global Infrastructure Fund Class A Shares
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Qrg Capital Management, Inc.
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SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
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PTNQ - Pacer Funds Trust - Pacer Trendpilot 100 ETF
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AIVL - WisdomTree Trust - WisdomTree U.S. Dividend ex-Financials Fund N/A
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Wedmont Private Capital
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IPAYX - INTEGRITY FUNDS - Integrity Dividend Summit Fund Class I
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GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C
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Cetera Investment Advisers
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Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
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Nemes Rush Group LLC
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NOLCX - Northern Funds - Northern Large Cap Core Fund
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Shelton Capital Management
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Nuveen Core Equity Alpha Fund
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Hudson Bay Capital Management LP
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Northern Trust Corp
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CoreFirst Bank & Trust
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Klp Kapitalforvaltning As
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ALPS ETF Trust - ALPS Electrification Infrastructure ETF
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SFY - Tidal ETF Trust - SoFi Select 500 ETF
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Curat Global, LLC
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Van Cleef Asset Management,Inc
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AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
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FDRR - FIDELITY COVINGTON TRUST - Fidelity Dividend ETF for Rising Rates
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Fortitude Family Office, LLC
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Park Avenue Securities Llc
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Carret Asset Management, Llc
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Jnl Series Trust - Jnl/t. Rowe Price Value Fund (a)
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GPIQ - Goldman Sachs ETF Trust - Goldman Sachs Nasdaq-100 Core Premium Income ETF
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Bill Few Associates, Inc.
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VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio
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CAPROCK Group, Inc.
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NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
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High Note Wealth, LLC
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VANGUARD VARIABLE INSURANCE FUNDS - Equity Income Portfolio
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GPS Wealth Strategies Group, LLC
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Treasurer of the State of North Carolina
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Premier Path Wealth Partners, LLC
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Peoples Financial Services Corp.
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Meiji Yasuda Asset Management Co Ltd.
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Paradigm Asset Management Co Llc
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Clarius Group, LLC
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Wiley Bros.-aintree Capital, Llc
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Gamco Investors, Inc. Et Al
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FVAL - FIDELITY COVINGTON TRUST - Fidelity Value Factor ETF
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UPW - PROSHARES TRUST - ProShares Ultra Utilities
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Diversified Trust Co
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UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF
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La Banque Postale Asset Management SA
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GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
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FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I
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Trust Co Of Toledo Na /oh/
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VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
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FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
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IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF
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FEKFX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income K6 Fund
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IVE - iSHARES TRUST - iShares S&P 500 Value ETF
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Newton One Investments LLC
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Sanibel Captiva Trust Company, Inc.
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Crestwood Advisors Group LLC
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Jpmorgan Chase & Co
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Pictet Asset Management Holding SA
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IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
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AllSquare Wealth Management LLC
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SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
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HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
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Norinchukin Bank, The
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Cohen & Steers, Inc.
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Keybank National Association/oh
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Paradigm Financial Partners, Llc
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Cornerstone Planning, LLC
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RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
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Caldwell Securities, Inc
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PFG Investments, LLC
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EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
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AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6
|
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First Financial Corp /in/
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Strategic Advisors LLC
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FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund
|
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FOVL - iSHARES TRUST - iShares Focused Value Factor ETF
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EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
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AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
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Providence Capital Advisors, LLC
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ESMV - iSHARES TRUST - iShares ESG MSCI USA Min Vol Factor ETF
|
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Savant Capital, LLC
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GWM Advisors LLC
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Twin Peaks Wealth Advisors, LLC
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FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A
|
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DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
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QTR - Global X Funds - Global X NASDAQ 100 Tail Risk ETF
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SPLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
|
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RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
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Dark Forest Capital Management Lp
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Pinnacle Associates Ltd
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New Mexico Educational Retirement Board
|
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MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
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EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
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Sandy Spring Bank
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Atria Investments Llc
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VSM Wealth Advisory, LLC
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Caisse Des Depots Et Consignations
|
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Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
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QDEF - FlexShares Trust - FlexShares Quality Dividend Defensive Index Fund
|
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Cora Capital Advisors Llc
|
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New Age Alpha Funds Trust - NAA Large Cap Value Fund Class A
|
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Hollencrest Capital Management
|
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|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
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Salomon & Ludwin, LLC
|
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|
MFS VARIABLE INSURANCE TRUST - MFS Value Series Initial Class
|
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SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
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PFG Advisors
|
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BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A
|
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|
GQHPX - Advisors' Inner Circle Fund III - GQG PARTNERS US QUALITY DIVIDEND INCOME FUND Investor Shares
|
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Fundamentun, Llc
|
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International Private Wealth Advisors LLC
|
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|
BankPlus Trust Department
|
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|
Massachusetts Financial Services Co /ma/
|
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Centre Asset Management, LLC
|
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QLD - PROSHARES TRUST - ProShares Ultra QQQ
|
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|
Susquehanna Portfolio Strategies, LLC
|
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|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
|
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|
BULIX - American Century Quantitative Equity Funds, Inc. - Utilities Fund Investor Class
|
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|
RYZAX - RYDEX SERIES FUNDS - S&P 500 Pure Value Fund Class H
|
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|
Edmond De Rothschild Holding S.a.
|
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|
Verition Fund Management LLC
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|
Hantz Financial Services, Inc.
|
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SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF
|
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|
CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF
|
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|
Advisory Services Network, LLC
|
|
|
|
|
|
FKUTX - Franklin Custodian Funds - Franklin Utilities Fund Class A1
|
|
|
|
|
|
M. Kulyk & Associates, LLC
|
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|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
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|
ZAP - Global X Funds - Global X U.S. Electrification ETF
|
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|
JNBA Financial Advisors
|
|
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|
Invesco Qqq Trust, Series 1
|
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HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
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|
Compagnie Lombard Odier SCmA
|
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|
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
|
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|
Opal Wealth Advisors, LLC
|
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|
Plimoth Trust Co Llc
|
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|
State Of Wisconsin Investment Board
|
|
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|
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
|
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|
Synovus Financial Corp
|
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|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
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|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
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|
HighPoint Advisor Group LLC
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|
Prime Capital Investment Advisors, LLC
|
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|
Stifel Financial Corp
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|
Sargent Investment Group, LLC
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|
Assenagon Asset Management S.A.
|
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|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
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|
Bnp Paribas
|
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|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
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|
HNMDX - HEARTLAND GROUP INC - HEARTLAND MID CAP VALUE FUND Institutional Class
|
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|
D. E. Shaw & Co., Inc.
|
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Sierra Ocean, Llc
|
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|
ATGYX - CANTOR SELECT PORTFOLIOS TRUST - Cantor Fitzgerald Equity Opportunity Fund Institutional Class
|
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|
MJT & Associates Financial Advisory Group, Inc.
|
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|
NRIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Real Asset Income Fund Class A
|
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|
HAPI - Harbor ETF Trust - Harbor Corporate Culture ETF
|
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|
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional
|
|
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|
Plante Moran Financial Advisors, LLC
|
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|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
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|
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
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|
Sumitomo Mitsui Trust Holdings, Inc.
|
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|
Colonial Trust Advisors
|
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|
Bank Of Nova Scotia
|
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|
Horizon Funds - Centre Global Infrastructure Fund Investor Class
|
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|
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|
GPAFX - VICTORY PORTFOLIOS - Victory RS Large Cap Alpha Fund Class A
|
|
|
|
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|
Mesirow Financial Investment Management, Inc.
|
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TOLLX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS RREEF Global Infrastructure Fund Class A
|
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|
FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund
|
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|
Jfs Wealth Advisors, Llc
|
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|
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|
LQAI - Exchange Listed Funds Trust - LG QRAFT AI-Powered U.S. Large Cap Core ETF
|
|
|
|
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|
MAINSTAY VP FUNDS TRUST - MainStay VP Fidelity Institutional AM Utilities Portfolio Service Class
|
|
|
|
|
|
Board of the Pension Protection Fund
|
|
|
|
|
|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
|
|
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|
Chapman Financial Group, Llc
|
|
|
|
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|
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
|
|
|
|
|
|
VMVIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Value Index Fund Investor Shares
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
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|
Financial Council Asset Management Inc
|
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|
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|
Graham Capital Management, L.P.
|
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|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
|
|
|
|
|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
|
|
|
|
|
CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A
|
|
|
|
|
|
Miller Howard Investments Inc /ny
|
|
|
|
|
|
CSUAX - COHEN & STEERS GLOBAL INFRASTRUCTURE FUND INC - Cohen & Steers Global Infrastructure Fund Inc. Class A
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund
|
|
|
|
|
|
DMCVX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Opportunistic Midcap Value Fund Class A
|
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|
|
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|
Tiaa Trust, National Association
|
|
|
|
|
|
FEQIX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income Fund
|
|
|
|
|
|
Rnc Capital Management Llc
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
Evolution Advisers, Inc.
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
|
Addis & Hill, Inc
|
|
|
|
|
|
BTG Pactual Asset Management US LLC
|
|
|
|
|
|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
|
|
|
|
MTUM - iSHARES TRUST - iShares Edge MSCI USA Momentum Factor ETF
|
|
|
|
|
|
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
|
|
|
|
|
|
Resonant Capital Advisors, LLC
|
|
|
|
|
|
Avantax Planning Partners, Inc.
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
Valued Wealth Advisors LLC
|
|
|
|
|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
|
|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
Commerzbank Aktiengesellschaft /fi
|
|
|
|
|
|
Fisher Funds Management LTD
|
|
|
|
|
|
JFLI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Flexible Income ETF
|
|
|
|
|
|
RCGE - EA Series Trust - RockCreek Global Equality ETF
|
|
|
|
|
|
Confluence Wealth Services, Inc.
|
|
|
|
|
|
Investment Research & Advisory Group, Inc.
|
|
|
|
|
|
Lineweaver Wealth Advisors, LLC
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Core Equity Portfolio Initial Class
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
XTX Topco Ltd
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A
|
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|
NFRA - FlexShares Trust - FlexShares STOXX Global Broad Infrastructure Index Fund
|
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|
JRSAX - JANUS INVESTMENT FUND - Janus Henderson U.S. Managed Volatility Fund Class A
|
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|
Bragg Financial Advisors, Inc
|
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|
Cape Investment Advisory, Inc.
|
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|
BBISX - Sterling Capital Funds - Sterling Capital Behavioral Large Cap Value Equity Fund Institutional Class
|
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Tredje AP-fonden
|
|
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|
Ogorek Anthony Joseph /ny/ /adv
|
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|
UMA Financial Services, Inc.
|
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|
Moors & Cabot, Inc.
|
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|
FSMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value Fund
|
|
|
|
|
|
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
|
|
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|
Cromwell Holdings LLC
|
|
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NOIEX - Northern Funds - Northern Income Equity Fund
|
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|
Park Place Capital Corp
|
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Yousif Capital Management, Llc
|
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Alpha Omega Wealth Management LLC
|
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|
Prudential Plc
|
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Concurrent Investment Advisors, LLC
|
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|
Moody National Bank Trust Division
|
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|
Iowa State Bank
|
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|
Wealthcare Advisory Partners LLC
|
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KBC Group NV
|
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GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
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MPS Loria Financial Planners, LLC
|
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Burney Co/
|
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FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class
|
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VSTIX - VALIC Co I - Stock Index Fund
|
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|
Midwest Trust Co
|
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|
EQ ADVISORS TRUST - EQ/MFS Utilities Series Portfolio Class IB
|
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|
|
|
|
RYDEX VARIABLE TRUST - NASDAQ-100(R) 2x Strategy Fund Variable Annuity
|
|
|
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|
|
Jackson Real Assets Fund
|
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Adirondack Trust Co
|
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Signature Estate & Investment Advisors Llc
|
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MDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - Multi-Asset Diversified Income Index Fund
|
|
|
|
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|
Spirepoint Private Client, Llc
|
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FGIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Global Infrastructure Fund Class A
|
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Man Group plc
|
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Quantitative Investment Management, LLC
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FMIEX - WASATCH FUNDS TRUST - Wasatch Global Value Fund Investor Class shares
|
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Fiera Capital Corp
|
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Sentinus, LLC
|
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FSRRX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Real Return Fund
|
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|
Rossby Financial, LCC
|
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Annis Gardner Whiting Capital Advisors, LLC
|
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Pekin Hardy Strauss, Inc.
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Raiffeisen Bank International AG
|
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THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
|
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|
Carolina Wealth Advisors, LLC
|
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|
Duncker Streett & Co Inc
|
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Kovitz Investment Group Partners, LLC
|
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QQQM - Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF
|
|
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|
First National Bank & Trust Co Of Newtown
|
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RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
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E. Ohman J:or Asset Management AB
|
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|
Ledyard National Bank
|
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|
Bare Financial Services, Inc
|
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Federated Hermes, Inc.
|
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FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
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Gables Capital Management Inc.
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Atlas Capital Advisors Llc
|
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SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
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|
Global Trust Asset Management, LLC
|
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First Command Advisory Services, Inc.
|
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Finward Bancorp
|
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SPYD - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 High Dividend ETF
|
|
|
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|
Trust Co Of Virginia /va
|
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|
Wallace Hart LLC
|
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Point72 Asset Management, L.P.
|
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Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
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|
DnB Asset Management AS
|
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|
Credential Securities Inc.
|
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ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund
|
|
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|
|
Stephens Consulting, LLC
|
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|
Compton Financial Group, LLC
|
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|
SJS Investment Consulting Inc.
|
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|
Bangor Savings Bank
|
|
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|
Walleye Trading LLC
|
|
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|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
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|
Rocky Mountain Advisers, Llc
|
|
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|
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|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
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|
|
SG Americas Securities, LLC
|
|
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|
|
Stance Capital Llc
|
|
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|
Insight Advisors, LLC/ PA
|
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|
Seeds Investor Llc
|
|
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|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
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|
|
Bailard, Inc.
|
|
|
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|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Brown, Lisle/cummings, Inc.
|
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|
|
|
|
Ostrum Asset Management
|
|
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|
|
Viking Fund Management Llc
|
|
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|
|
RD Lewis Holdings, Inc.
|
|
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|
|
Vantage Point Financial LLC
|
|
|
|
|
|
Midland Wealth Advisors Llc
|
|
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|
|
Black Diamond Financial, LLC
|
|
|
|
|
|
Mn Services Vermogensbeheer B.V.
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
Beaird Harris Wealth Management, LLC
|
|
|
|
|
|
PCGRX - PIONEER MID CAP VALUE FUND - Pioneer Mid Cap Value Fund : Class A
|
|
|
|
|
|
Panagora Asset Management Inc
|
|
|
|
|
|
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
Perpetual Ltd
|
|
|
|
|
|
Vermillion Wealth Management, Inc.
|
|
|
|
|
|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
|
|
|
|
QQEW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust NASDAQ-100 Equal Weighted Index Fund
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
IGF - iSHARES TRUST - iShares Global Infrastructure ETF
|
|
|
|
|
|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
Jacobi Capital Management LLC
|
|
|
|
|
|
IGIAX - Integrity Funds - Integrity Growth & Income Fund Class A
|
|
|
|
|
|
Callan Capital, LLC
|
|
|
|
|
|
Nuveen Real Asset Income & Growth Fund
|
|
|
|
|
|
Glenview Trust Co
|
|
|
|
|
|
JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Fund (I)
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
Modern Wealth Management, LLC
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
QQQA - PROSHARES TRUST - ProShares Nasdaq-100 Dorsey Wright Momentum ETF
|
|
|
|
|
|
Wela Strategies, Inc.
|
|
|
|
|
|
DEW - WisdomTree Trust - WisdomTree Global High Dividend Fund N/A
|
|
|
|
|
|
Sage Capital Advisors,llc
|
|
|
|
|
|
Hendershot Investments Inc.
|
|
|
|
|
|
Pitcairn Co
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares
|
|
|
|
|
|
Smith Group Asset Management, LLC
|
|
|
|
|
|
Cassaday & Co Wealth Management LLC
|
|
|
|
|
|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
|
|
|
|
|
Strengthening Families & Communities, LLC
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
|
|
|
|
|
Core Alternative Capital
|
|
|
|
|
|
STNC - HENNESSY FUNDS TRUST - Hennessy Stance ESG Large Cap ETF
|
|
|
|
|
|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
|
|
|
Northwest Bancshares, Inc.
|
|
|
|
|
|
XLU - SELECT SECTOR SPDR TRUST - The Utilities Select Sector SPDR Fund
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
|
|
|
|
|
Mark Sheptoff Financial Planning, Llc
|
|
|
|
|
|
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
WLDR - Two Roads Shared Trust - Affinity World Leaders Equity ETF
|
|
|
|
|
|
FCEUX - FRANKLIN FUND ALLOCATOR SERIES - Franklin U.S. Core Equity (IU) Fund Advisor
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
SOIUX - SPIRIT OF AMERICA INVESTMENT FUND INC - Spirit of America Utilities Fund Institutional Shares
|
|
|
|
|
|
NOLVX - Northern Funds - Northern Large Cap Value Fund
|
|
|
|
|
|
Sherbrooke Park Advisers Llc
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
|
|
|
|
|
|
Earnest Partners Llc
|
|
|
|
|
|
Savvy Advisors, Inc.
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
|
|
|
|
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
TQGEX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM Global Equity Fund
|
|
|
|
|
|
Putnam Fl Investment Management Co
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
|
|
|
Stoneridge Investment Partners Llc
|
|
|
|
|
|
New England Asset Management Inc
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
GTLOX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Core Equity Portfolio - Advisor Shares
|
|
|
|
|
|
Candriam Luxembourg S.C.A.
|
|
|
|
|
|
Tiemann Investment Advisors, Llc
|
|
|
|
|
|
Onyx Bridge Wealth Group LLC
|
|
|
|
|
|
Great West Life Assurance Co /can/
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL T. Rowe Price Capital Appreciation Fund Class 2
|
|
|
|
|
|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
|
|
|
HEJD - Victory Portfolios II - VictoryShares Hedged Equity Income ETF
|
|
|
|
|
|
Garda Capital Partners Lp
|
|
|
|
|
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Utilities Series Initial Class
|
|
|
|
|
|
Franklin Templeton ETF Trust - ClearBridge Sustainable Infrastructure ETF
|
|
|
|
|
|
Sage Mountain Advisors LLC
|
|
|
|
|
|
Tortoise Essential Assets Income Term Fund
|
|
|
|
|
|
IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
|
|
|
|
|
TOLZ - PROSHARES TRUST - ProShares DJ Brookfield Global Infrastructure ETF
|
|
|
|
|
|
Fiduciary Alliance LLC
|
|
|
|
|
|
JOHN HANCOCK INVESTMENT TRUST - John Hancock Diversified Real Assets Fund Class NAV
|
|
|
|
|
|
QNXT - iSHARES TRUST - iShares Nasdaq-100 ex Top 30 ETF
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class
|
|
|
|
|
|
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
|
|
|
|
|
STXV - EA Series Trust - Strive 1000 Value ETF
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
Millstone Evans Group, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
|
|
|
|
Y.D. More Investments Ltd
|
|
|
|
|
|
Farmers & Merchants Trust Co of Chambersburg PA
|
|
|
|
|
|
RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
FLCV - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Value ETF
|
|
|
|
|
|
ASR Vermogensbeheer N.V.
|
|
|
|
|
|
Wexford Capital Lp
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
VCIGX - VALIC Co I - Dividend Value Fund
|
|
|
|
|
|
Quent Capital, LLC
|
|
|
|
|
|
FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund
|
|
|
|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
|
|
|
|
Richardson Financial Services Inc.
|
|
|
|
|
|
FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A
|
|
|
|
|
|
DHS - WisdomTree Trust - WisdomTree U.S. High Dividend Fund N/A
|
|
|
|
|
|
Westerkirk Capital Inc.
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
Two Sigma Investments, Lp
|
|
|
|
|
|
Tsfg, Llc
|
|
|
|
|
|
Summit Global Investments
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
Marion Wealth Management
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
|
|
|
|
|
VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares
|
|
|
|
|
|
Gabelli Utility Trust
|
|
|
|
|
|
San Luis Wealth Advisors LLC
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
|
|
REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF
|
|
|
|
|
|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
|
|
|
|
Abundance Wealth Counselors
|
|
|
|
|
|
Davidson Investment Advisors
|
|
|
|
|
|
PineBridge Investments, L.P.
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
|
|
|
|
Spurstone Advisory Services, LLC
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
|
|
|
|
|
Richard Bernstein Advisors LLC
|
|
|
|
|
|
VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund
|
|
|
|
|
|
Nilsine Partners, LLC
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
|
|
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SLT Holdings LLC
|
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United Community Bank
|
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|
Whipplewood Advisors, LLC
|
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|
Bayforest Capital Ltd
|
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|
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
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|
|
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|
Prelude Capital Management, Llc
|
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|
Bank Of Montreal /can/
|
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|
LSVMX - ADVISORS' INNER CIRCLE FUND - LSV U.S. MANAGED VOLATILITY FUND Institutional Class Shares
|
|
|
|
|
|
Dynamic Wealth Strategies, LLC
|
|
|
|
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|
Indiana Trust & Investment Management CO
|
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|
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio
|
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|
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|
Centennial Wealth Advisory LLC
|
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|
Westpac Banking Corp
|
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|
Quest 10 Wealth Builders, Inc.
|
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|
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|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Mid Cap Value Fund Institutional
|
|
|
|
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|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
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|
First Horizon Advisors, Inc.
|
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|
Golden State Wealth Management, LLC
|
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|
Berger Financial Group, Inc
|
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|
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|
TUGN - Listed Funds Trust - STF Tactical Growth & Income ETF
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
|
|
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|
EARAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A
|
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|
|
|
|
New Age Alpha Funds Trust - NAA Allocation Fund Class C
|
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|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
|
|
|
|
|
RYOCX - RYDEX SERIES FUNDS - NASDAQ-100 Fund Investor Class
|
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|
|
|
|
Atlantic Union Bankshares Corp
|
|
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|
PDS Planning, Inc
|
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MEIAX - MFS SERIES TRUST I - MFS Value Fund A
|
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|
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|
J. Safra Sarasin Holding AG
|
|
|
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|
First Trust Advisors Lp
|
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|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
Mariner, LLC
|
|
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|
Ossiam
|
|
|
|
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VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
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|
Guardian Variable Products Trust - Guardian Global Utilities VIP Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Vermillion & White Wealth Management Group, LLC
|
|
|
|
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|
NDXKX - SHELTON FUNDS - Nasdaq-100 Index Fund K Shares
|
|
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|
Spirit Of America Management Corp/ny
|
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Profunds - Profund Vp Utilities
|
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Rakuten Investment Management, Inc.
|
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Truvestments Capital Llc
|
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Empowered Funds, LLC
|
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Aviva Plc
|
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Thoroughbred Financial Services, Llc
|
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Riverwater Partners LLC
|
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VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class
|
|
|
|
|
|
Peak6 Llc
|
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|
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc.
|
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|
|
Envestnet Asset Management Inc
|
|
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|
Crowley Wealth Management, Inc.
|
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Vinva Investment Management Ltd
|
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NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
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|
DecisionPoint Financial, LLC
|
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|
Johnson Financial Group, Inc.
|
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LaSalle St. Investment Advisors, LLC
|
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|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
|
|
|
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|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
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|
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|
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF
|
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|
Umb Bank N A/mo
|
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|
Pallas Capital Advisors LLC
|
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|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
|
|
|
|
PrairieView Partners, LLC
|
|
|
|
|
|
PWS - Pacer Funds Trust - Pacer WealthShield ETF
|
|
|
|
|
|
GASFX - HENNESSY FUNDS TRUST - Hennessy Gas Utility Fund Investor Class
|
|
|
|
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|
FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
Oliver Lagore Vanvalin Investment Group
|
|
|
|
|
|
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A
|
|
|
|
|
|
Argent Trust Co
|
|
|
|
|
|
Great Valley Advisor Group, Inc.
|
|
|
|
|
|
Biltmore Wealth Management, LLC
|
|
|
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|
Wolverine Trading, Llc
|
|
|
|
|
|
CNB Bank
|
|
|
|
|
|
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Infrastructure Sustainable Opportunities Fund Investor A
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
LEQAX - LoCorr Investment Trust - LoCorr Dynamic Equity Fund Class A
|
|
|
|
|
|
KMDVX - Keeley Funds, Inc. - Keeley Mid Cap Dividend Value Fund Class A
|
|
|
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
|
|
|
|
|
|
Crews Bank & Trust
|
|
|
|
|
|
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
BLPIX - Profunds - Bull Profund Investor Class
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
|
GII - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P GLOBAL INFRASTRUCTURE ETF
|
|
|
|
|
|
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F
|
|
|
|
|
|
Deseret Mutual Benefit Administrators
|
|
|
|
|
|
Cedar Wealth Management, LLC
|
|
|
|
|
|
Acropolis Investment Management, LLC
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
FRG Family Wealth Advisors LLC
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
UNIVEST FINANCIAL Corp
|
|
|
|
|
|
Investors Research Corp
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Socially Responsible Fund Class I
|
|
|
|
|
|
Strategic Investment Solutions, Inc. /IL
|
|
|
|
|
|
Mbb Public Markets I Llc
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
|
|
|
|
|
|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
|
|
|
|
|
Lsp Investment Advisors, Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
Avalon Trust Co
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
|
|
|
|
|
DPREX - DELAWARE POOLED TRUST - Delaware Global Listed Real Assets Fund CLASS A
|
|
|
|
|
|
Bollard Group LLC
|
|
|
|
|
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
|
|
|
|
Old Second National Bank Of Aurora
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Large Company Value Portfolio Large Company Value Portfolio
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
|
|
|
|
BRNY - EA Series Trust - Burney U.S. Factor Rotation ETF
|
|
|
|
|
|
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
FULVX - FIDELITY SUMMER STREET TRUST - Fidelity U.S. Low Volatility Equity Fund
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
GQFPX - Advisors' Inner Circle Fund III - GQG PARTNERS GLOBAL QUALITY DIVIDEND INCOME FUND Investor Shares
|
|
|
|
|
|
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A
|
|
|
|
|
|
RWC Asset Management LLP
|
|
|
|
|
|
Retirement Systems of Alabama
|
|
|
|
|
|
GBVCX - Victory Portfolios IV - Victory Pioneer Global Value Fund Class C
|
|
|
|
|
|
Tokio Marine Asset Management Co Ltd
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
Good Life Advisors, LLC
|
|
|
|
|
|
Steel Peak Wealth Management LLC
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio -
|
|
|
|
|
|
Kinneret Advisory, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class
|
|
|
|
|
|
Cooper Financial Group
|
|
|
|
|
|
FineMark National Bank & Trust
|
|
|
|
|
|
JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF
|
|
|
|
|
|
Intech Investment Management Llc
|
|
|
|
|
|
Northstar Advisory Group, LLC
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
GRASX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Real Assets Strategy Fund Class R6 Shares
|
|
|
|
|
|
FUKOKU MUTUAL LIFE INSURANCE Co
|
|
|
|
|
|
Nova Wealth Management, Inc.
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco ESG S&P 500 Equal Weight ETF
|
|
|
|
|
|
FSUTX - FIDELITY SELECT PORTFOLIOS - Utilities Portfolio
|
|
|
|
|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
Redhawk Wealth Advisors, Inc.
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
|
|
|
|
WealthTrak Capital Management LLC
|
|
|
|
|
|
Landscape Capital Management, L.l.c.
|
|
|
|
|
|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
|
|
|
|
M&G Plc
|
|
|
|
|
|
Alerus Financial Na
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
Dynamic Technology Lab Private Ltd
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Nasdaq 100 Index Fund (I)
|
|
|
|
|
|
Transce3nd, LLC
|
|
|
|
|
|
Nippon Life Global Investors Americas, Inc.
|
|
|
|
|
|
TriaGen Wealth Management LLC
|
|
|
|
|
|
Bank & Trust Co
|
|
|
|
|
|
Pacer Advisors, Inc.
|
|
|
|
|
|
Archer Investment Corp
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
Garrett Investment Advisors LLC
|
|
|
|
|
|
NULC - Nushares ETF Trust - Nuveen ESG Large-Cap ETF
|
|
|
|
|
|
Cibc World Markets Corp
|
|
|
|
|
|
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A
|
|
|
|
|
|
Jump Financial, LLC
|
|
|
|
|
|
Wealth Preservation Advisors, LLC
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
TUG - Listed Funds Trust - STF Tactical Growth ETF
|
|
|
|
|
|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
Catalyst Capital Advisors LLC
|
|
|
|
|
|
Cohen Klingenstein LLC
|
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
|
Central Pacific Bank - Trust Division
|
|
|
|
|
|
Community Bank, N.A.
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
FDGFX - FIDELITY SECURITIES FUND - Fidelity Dividend Growth Fund
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
|
|
|
|
|
|
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
Blue Bell Private Wealth Management, Llc
|
|
|
|
|
|
Nvwm, Llc
|
|
|
|
|
|
ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock
|
|
|
|
|
|
SDOG - ALPS ETF Trust - ALPS Sector Dividend Dogs ETF
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
Metis Global Partners, LLC
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1
|
|
|
|
|
|
Motco
|
|
|
|
|
|
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund
|
|
|
|
|
|
Citizens Financial Group Inc/ri
|
|
|
|
|
|
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
|
|
|
|
|
|
Transamerica Financial Advisors, Inc.
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND - Equity-Income Portfolio Initial Class
|
|
|
|
|
|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
|
|
|
|
|
ESL Trust Services, LLC
|
|
|
|
|
|
FSTRX - Federated Adviser Series - Federated MDT Large Cap Value Fund Class A Shares
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
RAA - ETF Opportunities Trust - SMI 3Fourteen Real Asset Allocation ETF SMI 3Fourteen REAL Asset Allocation ETF
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
ICONIQ Capital, LLC
|
|
|
|
|
|
Optas, LLC
|
|
|
|
|
|
IMC-Chicago, LLC
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A
|
|
|
|
|
|
RSPU - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Utilities ETF
|
|
|
|
|
|
Westover Capital Advisors, LLC
|
|
|
|
|
|
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
|
|
|
|
|
Mascoma Wealth Management LLC
|
|
|
|
|
|
Meeder Asset Management Inc
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
FSUVX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Low Volatility Index Fund
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
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Lakeside Advisors, INC.
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Olistico Wealth, LLC
|
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Ballentine Partners, LLC
|
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Ing Groep Nv
|
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MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
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|
Bleakley Financial Group, LLC
|
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
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|
Twin Tree Management, LP
|
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Avantra Family Wealth, Inc.
|
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Tortoise Investment Management, LLC
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Bokf, Na
|
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DC Investments Management, LLC
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NAWGX - Voya MUTUAL FUNDS - Voya Global Equity Fund Class A
|
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|
Stephens Inc /ar/
|
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VICTORY VARIABLE INSURANCE FUNDS - Victory RS Large Cap Alpha VIP Series Class I
|
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|
Hussman Strategic Advisors, Inc.
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|
Nikulski Financial, Inc.
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Bank of New Hampshire
|
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PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
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Optimum Investment Advisors
|
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Middleton & Co Inc/ma
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Fairman Group, LLC
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Community Bank & Trust, Waco, Texas
|
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Manchester Capital Management LLC
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MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
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Principal Street Partners, LLC
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Vaughan David Investments Inc/il
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Aaron Wealth Advisors LLC
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Riverview Trust Co
|
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CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
|
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Los Angeles Capital Management Llc
|
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Capital Investment Advisors, LLC
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PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
|
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Public Employees Retirement Association Of Colorado
|
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SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
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Platform Technology Partners
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Group One Trading, L.p.
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GILIX - New Age Alpha Funds Trust - NAA LARGE CORE FUND Institutional Class
|
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QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
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Pacifica Partners Inc.
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Rothschild Investment Llc
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Binnacle Investments Inc
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Wealthcare Capital Partners, LLC
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Kingswood Wealth Advisors, Llc
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Bellwether Advisors, LLC
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Capstone Investment Advisors, Llc
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DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
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Td Private Client Wealth Llc
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XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF
|
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Coston, McIsaac & Partners
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DAACX - Adviser Managed Trust - Diversified Equity Fund
|
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IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
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FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund
|
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Argyle Capital Management Inc.
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Tri-continental Corp
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Jones Financial Companies Lllp
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LGT Group Foundation
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Sumitomo Mitsui DS Asset Management Company, Ltd
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Sterling Capital Management LLC
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State of Tennessee, Treasury Department
|
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Clearwater Capital Advisors, LLC
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DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
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PTL - Northern Lights Fund Trust IV - Inspire 500 ETF
|
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EBI - RBB Fund Trust - Longview Advantage ETF
|
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Mitsubishi UFJ Trust & Banking Corp
|
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GSLIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Fund Institutional
|
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|
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES
|
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Greenland Capital Management LP
|
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Simmons Bank
|
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PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
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|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
|
|
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|
Lansforsakringar Fondforvaltning AB (publ)
|
|
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|
AADEX - AMERICAN BEACON FUNDS - American Beacon Large Cap Value Fund Institutional Class
|
|
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|
|
Lowe Wealth Advisors, LLC
|
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Electron Capital Partners, LLC
|
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|
Creative Financial Designs Inc /adv
|
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ECOAX - Advisors' Inner Circle Fund III - Ecofin Global Renewables Infrastructure Fund A Class
|
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IDU - iSHARES TRUST - iShares U.S. Utilities ETF
|
|
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|
Independence Bank of Kentucky
|
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|
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I
|
|
|
|
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|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
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|
California State Teachers Retirement System
|
|
|
|
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|
IAG Wealth Partners, LLC
|
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|
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FIUIX - FIDELITY SELECT PORTFOLIOS - Fidelity Telecom and Utilities Fund
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
SFG Wealth Management, LLC.
|
|
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|
Johnson Investment Counsel Inc
|
|
|
|
|
|
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
|
|
|
|
|
Y-Intercept (Hong Kong) Ltd
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
Profunds - Profund Vp Bull
|
|
|
|
|
|
HighMark Wealth Management LLC
|
|
|
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|
|
E Fund Management (Hong Kong) Co., Ltd.
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
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|
|
|
|
Marshall Financial Group LLC
|
|
|
|
|
|
Azimuth Capital Investment Management LLC
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund
|
|
|
|
|
|
SPRAX - Prudential Investment Portfolios, Inc. 10 - Pgim Qma Mid-cap Value Fund Class A
|
|
|
|
|
|
IFRA - iSHARES TRUST - iShares U.S. Infrastructure ETF
|
|
|
|
|
|
Prudent Man Investment Management, Inc.
|
|
|
|
|
|
ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
Ridgewood Investments LLC
|
|
|
|
|
|
Investment Advisory Services Inc /tx /adv
|
|
|
|
|
|
IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
IFM Investors Pty Ltd
|
|
|
|
|
|
Rakuten Securities, Inc.
|
|
|
|
|
|
Cantor Fitzgerald Sustainable Infrastructure Fund
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
Tompkins Financial Corp
|
|
|
|
|
|
GMUEX - GMO TRUST - GMO U.S. Equity Fund Class III
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
|
|
|
|
HDV - iSHARES TRUST - iShares Core High Dividend ETF
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Total Return Series Initial Class
|
|
|
|
|
|
FCUS - Tidal Trust II - Pinnacle Focused Opportunities ETF
|
|
|
|
|
|
DHJJ Financial Advisors, Ltd.
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
Montecito Bank & Trust
|
|
|
|
|
|
Denali Advisors Llc
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
Grant/GrossMendelsohn, LLC
|
|
|
|
|
|
QQXT - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Nasdaq-100 Ex-Technology Sector Index Fund
|
|
|
|
|
|
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA LARGE CAP VALUE SERIES
|
|
|
|
|
|
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
AAAAX - DEUTSCHE DWS MARKET TRUST - DWS RREEF Real Assets Fund Class A
|
|
|
|
|
|
FHEQ - Fidelity Greenwood Street Trust - Fidelity Hedged Equity ETF
|
|
|
|
|
|
Cornerstone Strategic Value Fund Inc
|
|
|
|
|
|
Investment Management Corp of Ontario
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
Trust Point Inc.
|
|
|
|
|
|
Foster & Motley Inc
|
|
|
|
|
|
RALIX - LAZARD FUNDS INC - Lazard Real Assets and Pricing Opportunities Portfolio Institutional Shares
|
|
|
|
|
|
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
UVALX - USAA MUTUAL FUNDS TRUST - Value Fund Shares
|
|
|
|
|
|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
|
|
|
|
|
Lombard Odier Asset Management (Switzerland) SA
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
Aviso Wealth Management
|
|
|
|
|
|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Hedged Nasdaq-100 ETF
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - BlackRock NVIT Equity Dividend Fund Class I
|
|
|
|
|
|
Signal Advisors Wealth, LLC
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
Addison Advisors LLC
|
|
|
|
|
|
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K
|
|
|
|
|
|
VCGAX - VALIC Co I - Growth & Income Fund
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class
|
|
|
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
|
|
|
|
|
BKGI - BNY Mellon ETF Trust - BNY Mellon Global Infrastructure Income ETF
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
|
|
|
|
|
EHSTX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Large-Cap Value Fund Class A
|
|
|
|
|
|
Patten & Patten Inc/tn
|
|
|
|
|
|
Sumitomo Life Insurance Co
|
|
|
|
|
|
DRAFX - Brinker Capital Destinations Trust - Destinations Real Assets Fund Class I
|
|
|
|
|
|
DT Investment Partners, LLC
|
|
|
|
|
|
Ilmarinen Mutual Pension Insurance Co
|
|
|
|
|
|
IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF
|
|
|
|
|
|
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
|
|
DVY - iSHARES TRUST - iShares Select Dividend ETF
|
|
|
|
|
|
AZNAX - ALLIANZ FUNDS - AllianzGI Income & Growth Fund Class A
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
SOA Wealth Advisors, LLC.
|
|
|
|
|
|
BILD - Macquarie ETF Trust - Macquarie Global Listed Infrastructure ETF
|
|
|
|
|
|
TCAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Premium Income ETF
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
Leigh Baldwin & Co., Llc
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
SIR Capital Management, L.P.
|
|
|
|
|
|
VMAX - Lattice Strategies Trust - Hartford US Value ETF
|
|
|
|
|
|
Baltimore-Washington Financial Advisors, Inc.
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Utilities Fund Variable Annuity
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
|
FGIRX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth & Income Fund Class A
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
HRLIX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford Global Real Asset Fund Class I
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
Gf Fund Management Co. Ltd.
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
West Family Investments, Inc.
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
Blackrock Enhanced Equity Dividend Trust
|
|
|
|
|
|
MASTERINVEST Kapitalanlage GmbH
|
|
|
|
|
|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
|
|
|
|
|
RYVLX - RYDEX DYNAMIC FUNDS - NASDAQ-100(R) 2x Strategy Fund A
|
|
|
|
|
|
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F
|
|
|
|
|
|
PRCFX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation and Income Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB
|
|
|
|
|
|
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
Norden Group Llc
|
|
|
|
|
|
Stanley-Laman Group, Ltd.
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
Vontobel Holding Ltd.
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
|
JAFRX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Capital Appreciation Value Trust NAV Class
|
|
|
|
|
|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
|
|
|
|
Supplemental Annuity Collective Trust of NJ
|
|
|
|
|
|
Dorsey & Whitney Trust CO LLC
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
Peapack Gladstone Financial Corp
|
|
|
|
|
|
Voleon Capital Management Lp
|
|
|
|
|
|
Sig Brokerage, Lp
|
|
|
|
|
|
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
DFND - Siren ETF Trust - Siren DIVCON Dividend Defender ETF
|
|
|
|
|
|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
Stevens Capital Management Lp
|
|
|
|
|
|
AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF
|
|
|
|
|
|
AMF Pensionsforsakring AB
|
|
|
|
|
|
FLIIX - ADVISORS SERIES TRUST - First State Global Listed Infrastructure Fund Class I
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
Sound View Wealth Advisors Group, LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
|
|
AlphaStar Capital Management, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
|
|
|
|
Grantham, Mayo, Van Otterloo & Co. LLC
|
|
|
|
|
|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
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|
RGIAX - RUSSELL INVESTMENT CO - Global Infrastructure Fund Class A
|
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McIlrath & Eck, LLC
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QYLE - Global X Funds - Global X Nasdaq 100 ESG Covered Call ETF
|
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VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
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Essex Savings Bank
|
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Wood Tarver Financial Group, LLC
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Woodline Partners LP
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LOM Asset Management Ltd
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Abn Amro Investment Solutions
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CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
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DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
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State Street Corp
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FADAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Dividend Growth Fund Class A
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Ulland Investment Advisors, LLC
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Silvant Capital Management LLC
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HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
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UOPIX - Profunds - Ultranasdaq-100 Profund Investor Class
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PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
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FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund
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Hartford Investment Management Co
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Aurora Private Wealth, Inc.
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MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
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FTA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Value AlphaDEX Fund
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NorthRock Partners, LLC
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Congress Wealth Management LLC / DE /
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Employees Retirement System of Texas
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Avantax Advisory Services, Inc.
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Baillie Gifford & Co
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Oakworth Capital, Inc.
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AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Nasdaq 100 Index Fund Class R6
|
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Wealth Enhancement Advisory Services, Llc
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Ieq Capital, Llc
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MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares
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PENN SERIES FUNDS INC - Flexibly Managed Fund
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Nbc Securities, Inc.
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PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
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Advisory Alpha, LLC
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QCLR - Global X Funds - Global X NASDAQ 100 Collar 95-110 ETF
|
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EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
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CENTRAL TRUST Co
|
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Resona Asset Management Co.,Ltd.
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Marietta Investment Partners Llc
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SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
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D.a. Davidson & Co.
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CRTC - DBX ETF TRUST - Xtrackers US National Critical Technologies ETF
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CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
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USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF
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SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
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Integrity Alliance, Llc.
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FSA Wealth Management LLC
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Independent Advisor Alliance
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Kentucky Trust Co
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Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund
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ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
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Brighthouse Funds Trust II - MFS Total Return Portfolio Class A
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Rise Advisors, LLC
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WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
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ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
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QRMI - Global X Funds - Global X NASDAQ 100 Risk Managed Income ETF
|
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VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
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Bell Investment Advisors, Inc
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SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
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Hilltop National Bank
|
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EQIN - Columbia ETF Trust I - Columbia Sustainable U.S. Equity Income ETF
|
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PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
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HFM Investment Advisors, LLC
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Rockland Trust Co
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SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
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Financial Advisors Network, Inc.
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BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares
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|
BLACKROCK FUNDS VII, INC. - BlackRock Sustainable U.S. Value Equity Fund - Class K Shares
|
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PCLCX - PACE SELECT ADVISORS TRUST - PACE Large Co Growth Equity Investments Class P
|
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|
RYDEX VARIABLE TRUST - NASDAQ-100(R) Fund Variable Annuity
|
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|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
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TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund
|
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|
CLNR - IndexIQ ETF Trust - IQ Cleaner Transport ETF
|
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|
MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A
|
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|
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
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EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
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|
Nuveen, LLC
|
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|
T. Rowe Price Investment Management, Inc.
|
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FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
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|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
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|
LVHD - Legg Mason ETF Investment Trust - Legg Mason Low Volatility High Dividend ETF
|
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|
ATLAS Infrastructure Partners (UK) Ltd.
|
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|
WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF
|
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|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
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|
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
|
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|
Transcend Wealth Collective, Llc
|
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|
Boyd Watterson Asset Management Llc/oh
|
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|
INFO - Harbor ETF Trust - Harbor PanAgora Dynamic Large Cap Core ETF
|
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
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|
BNP Paribas Asset Management Holding S.A.
|
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|
Lansing Street Advisors
|
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|
|
Qtron Investments LLC
|
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|
CSM - PROSHARES TRUST - ProShares Large Cap Core Plus
|
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|
Barrett & Company, Inc.
|
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|
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
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|
|
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|
Kayne Anderson Capital Advisors Lp
|
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|
NorthCrest Asset Manangement, LLC
|
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|
DHIVX - Centre Funds - Centre Global Infrastructure Fund Investor Class
|
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|
Voya Global Advantage & Premium Opportunity Fund
|
|
|
|
|
|
BFRE - Ultimus Managers Trust - Westwood LBRTY Global Equity ETF
|
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|
Bank of New York Mellon Corp
|
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|
Ausbil Investment Management Ltd
|
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|
UniSuper Management Pty Ltd
|
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|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
Balyasny Asset Management Llc
|
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|
Successful Portfolios LLC
|
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|
DekaBank Deutsche Girozentrale
|
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|
|
KLCM Advisors, Inc.
|
|
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|
RPV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Pure Value ETF
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
Citizens National Bank Trust Department
|
|
|
|
|
|
FLDZ - Listed Funds Trust - RiverNorth Patriot ETF
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon Utilities Sector Fund (a)
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
Empire Financial Management Company, LLC
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP NASDAQ 100 Index Portfolio
|
|
|
|
|
|
Eagle Wealth Strategies Llc
|
|
|
|
|
|
FLIAX - ADVISORS SERIES TRUST - First Sentier American Listed Infrastructure Fund Institutional Class
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares
|
|
|
|
|
|
Beacon Capital Management, LLC
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
China Universal Asset Management Co., Ltd.
|
|
|
|
|
|
NLSAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Long Short Fund Class A
|
|
|
|
|
|
RYUIX - RYDEX SERIES FUNDS - Utilities Fund Investor Class
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund
|
|
|
|
|
|
Change Path, LLC
|
|
|
|
|
|
Ameriflex Group, Inc.
|
|
|
|
|
|
GQERX - Advisors' Inner Circle Fund III - GQG PARTNERS US SELECT QUALITY EQUITY FUND R6 Shares
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
Union Bancaire Privee, UBP SA
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA World Equity Income Fund Class P
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A
|
|
|
|
|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
Journey Strategic Wealth Llc
|
|
|
|
|
|
Pin Oak Investment Advisors Inc
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
|
|
|
|
Lsv Asset Management
|
|
|
|
|
|
Keeley-Teton Advisors, LLC
|
|
|
|
|
|
Founders Financial Securities Llc
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
Mediolanum International Funds Ltd
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
Northwest & Ethical Investments L.P.
|
|
|
|
|
|
Intrua Financial, LLC
|
|
|
|
|
|
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
|
|
|
|
|
Waterloo Capital, L.P.
|
|
|
|
|
|
Ashton Thomas Securities, Llc
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
Albion Financial Group /ut
|
|
|
|
|
|
ICICI Prudential Asset Management Co Ltd
|
|
|
|
|
|
Pennsylvania Capital Management Inc /adv
|
|
|
|
|
|
Onefund, Llc
|
|
|
|
|
|
Centennial Bank/AR/
|
|
|
|
|
|
44 Wealth Management Llc
|
|
|
|
|
|
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares
|
|
|
|
|
|
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Dividend Value Managed Volatility Fund Standard Class
|
|
|
|
|
|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
|
|
|
|
|
|
Center for Financial Planning, Inc.
|
|
|
|
|
|
City Holding Co
|
|
|
|
|
|
Illinois Municipal Retirement Fund
|
|
|
|
|
|
Texas Bank & Trust Co
|
|
|
|
|
|
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
|
|
|
|
|
|
Adviser Investments LLC
|
|
|
|
|
|
CHICAGO TRUST Co NA
|
|
|
|
|
|
PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF
|
|
|
|
|
|
EMLP - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust North American Energy Infrastructure Fund
|
|
|
|
|
|
Checchi Capital Advisers, LLC
|
|
|
|
|
|
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares
|
|
|
|
|
|
ACVF - ETF Opportunities Trust - American Conservative Values ETF
|
|
|
|
|
|
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A
|
|
|
|
|
|
Securian Funds Trust - SFT T. Rowe Price Value Fund
|
|
|
|
|
|
AQEAX - Columbia Funds Series Trust II - Columbia Disciplined Core Fund Class A
|
|
|
|
|
|
CLPAX - MUTUAL FUND SERIES TRUST - Catalyst/Exceed Defined Risk Fund Class A
|
|
|
|
|
|
Richardson Capital Management LLC
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
Czech National Bank
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
Dogwood Wealth Management LLC
|
|
|
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
|
|
|
|
|
American National Bank
|
|
|
|
|
|
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Global Responsibility Equity Fund Class A
|
|
|
|
|
|
FDL - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Morningstar Dividend Leaders Index Fund
|
|
|
|
|
|
Intrust Bank Na
|
|
|
|
|
|
USA Financial Portformulas Corp
|
|
|
|
|
|
GoalVest Advisory LLC
|
|
|
|
|
|
West Chester Capital Advisors, Inc
|
|
|
|
|
|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
Creekmur Asset Management LLC
|
|
|
|
|
|
iA Global Asset Management Inc.
|
|
|
|
|
|
FMDE - FIDELITY COVINGTON TRUST - Fidelity Enhanced Mid Cap ETF
|
|
|
|
|
|
DEQAX - BNY Mellon Investment Funds III - BNY Mellon Global Equity Income Fund Class A
|
|
|
|
|
|
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
Kettle Hill Capital Management, Llc
|
|
|
|
|
|
Opus Investment Management Inc
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
RIFR - Russell Investments Exchange Traded Funds - Global Infrastructure Active ETF
|
|
|
|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
NMFIX - Northern Funds - Multi-manager Global Listed Infrastructure Fund
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
Evergreen Wealth Solutions, LLC
|
|
|
|
|
|
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
|
|
|
|
|
|
Smith, Moore & Co.
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
Segment Wealth Management, LLC
|
|
|
|
|
|
Headlands Technologies LLC
|
|
|
|
|
|
FGRIX - FIDELITY SECURITIES FUND - Fidelity Growth & Income Portfolio
|
|
|
|
|
|
Hager Investment Management Services, Llc
|
|
|
|
|
|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A
|
|
|
|
|
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SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
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Warren Averett Asset Management, LLC
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Oregon Public Employees Retirement Fund
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Stonegate Investment Group, LLC
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True Wealth Design, LLC
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QGI2Q - VARIABLE INSURANCE PRODUCTS FUND III - Growth & Income Portfolio Initial Class
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JEEBX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Infrastructure Fund Class A
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Glenmede Trust Co Na
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TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
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Cedar Mountain Advisors, LLC
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Fifth Third Wealth Advisors LLC
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Cornerstone Advisory, LLC
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BlackRock Variable Series Funds, Inc. - BlackRock Equity Dividend V.I. Fund Class I
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TGPEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Impact Equity Fund
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We Are One Seven, LLC
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DiMeo Schneider & Associates, L.L.C.
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Boreal Capital Management LLC
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NJ State Employees Deferred Compensation Plan
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Tobam
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Vivaldi Capital Management, LLC
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MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
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Resources Investment Advisors, LLC.
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Wbh Advisory Inc
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VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
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Parallax Volatility Advisers, L.P.
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Total Clarity Wealth Management, Inc.
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PRWCX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation Fund
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Retirement Planning Co of New England, Inc.
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HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
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Jackson, Grant Investment Advisers, Inc.
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SILVX - RBB FUND, INC. - SGI U.S. Large Cap Equity Fund Class I
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Parkworth Wealth Management, Inc.
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APG Asset Management N.V.
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RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
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CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
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Wells Fargo Utilities & High Income Fund
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Atomi Financial Group, Inc.
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Korea Investment CORP
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TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
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CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
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Armstrong Advisory Group, Inc
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Sequoia Financial Advisors, LLC
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Forum Financial Management, LP
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FIL Ltd
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QYLD - Global X Funds - Global X NASDAQ 100 Covered Call ETF
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OTPIX - Profunds - Nasdaq-100 Profund Investor Class
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JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF
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Grimes & Company, Inc.
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Kestra Private Wealth Services, Llc
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NWAYX - NATIONWIDE MUTUAL FUNDS - Nationwide GQG US Quality Equity Fund Eagle Class
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MidWestOne Financial Group, Inc.
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Romano Brothers And Company
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Smithfield Trust Co
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PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A
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Connor, Clark & Lunn Investment Management Ltd.
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FCMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value K6 Fund
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Smartleaf Asset Management LLC
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USS Investment Management Ltd
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SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F
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JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
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Profunds - Profund Vp Nasdaq-100
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Prudential Financial Inc
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Commonwealth Equity Services, Llc
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SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
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Zions Bancorporation, National Association /ut/
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VGWAX - VANGUARD WORLD FUND - Vanguard Global Wellington Fund Admiral Shares
|
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MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A
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PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
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FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund
|
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Tableaux Llc
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DiNuzzo Private Wealth, Inc.
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BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares
|
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Voya Global Equity Dividend & Premium Opportunity Fund
|
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Clifford Swan Investment Counsel Llc
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Cliftonlarsonallen Wealth Advisors, Llc
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Hemington Wealth Management
|
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Choate Investment Advisors
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FEUS - FlexShares Trust - FlexShares ESG & Climate US Large Cap Core Index Fund
|
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Hartline Investment Corp/
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Accel Wealth Management
|
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LSEQ - Harbor ETF Trust - Harbor Long-Short Equity ETF
|
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RBLD - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Global Engineering and Construction ETF
|
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GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
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OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio
|
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Banque Cantonale Vaudoise
|
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|
BLACKROCK EQUITY DIVIDEND FUND - BLACKROCK EQUITY DIVIDEND FUND Investor A
|
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PRUAX - PRUDENTIAL SECTOR FUNDS, INC. - PGIM Jennison Utility Fund Class A
|
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Avanza Fonder AB
|
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Alta Advisers Ltd
|
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|
Sowell Financial Services LLC
|
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|
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class
|
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|
Delta Asset Management Llc/tn
|
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MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
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|
Edgestream Partners, L.P.
|
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OALVX - Optimum Fund Trust - Optimum Large Cap Value Fund Class A
|
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|
Advisors Asset Management, Inc.
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
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|
FEQTX - FIDELITY FINANCIAL TRUST - Fidelity Equity Dividend Income Fund
|
|
|
|
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|
Integrated Advisors Network LLC
|
|
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|
HIACX - Hartford Series Fund Inc - Hartford Capital Appreciation Hls Fund Ia
|
|
|
|
|
|
Rafferty Asset Management, LLC
|
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|
Morton Community Bank
|
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|
Fmr Llc
|
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ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF
|
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|
|
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|
Gateway Investment Advisers Llc
|
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|
Sachetta, LLC
|
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|
|
|
|
Uncommon Cents Investing LLC
|
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|
|
MQS Management LLC
|
|
|
|
|
|
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3
|
|
|
|
|
|
Equitable Holdings, Inc.
|
|
|
|
|
|
First PREMIER Bank
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
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|
City State Bank
|
|
|
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|
Syon Capital Llc
|
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|
Citadel Advisors Llc
|
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|
|
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|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
HSTRX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Total Return Fund
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Nasdaq-100 Index Fund Standard
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
FLCC - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Core ETF
|
|
|
|
|
|
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
|
|
|
|
|
|
Semmax Financial Advisors Inc.
|
|
|
|
|
|
Evolution Wealth Management Inc.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP MFS Value Fund Standard Class
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
IMG Wealth Management, Inc.
|
|
|
|
|
|
NULV - Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF
|
|
|
|
|
|
Cable Hill Partners, LLC
|
|
|
|
|
|
IGHSX - Voya VARIABLE PORTFOLIOS INC - Voya Global Equity Portfolio Class S
|
|
|
|
|
|
Green Square Capital Advisors Llc
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
|
Measured Wealth Private Client Group, LLC
|
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
|
Gladstone Institutional Advisory LLC
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
MSFRX - MFS SERIES TRUST V - MFS Total Return Fund A
|
|
|
|
|
|
NORTHERN FUNDS - U.S. Quality ESG Fund Class I
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
Hazlett, Burt & Watson, Inc.
|
|
|
|
|
|
Solstein Capital, LLC
|
|
|
|
|
|
Strategic Planning, Inc.
|
|
|
|
|
|
Advanced Portfolio Management, LLC
|
|
|
|
|
|
Royal London Asset Management Ltd
|
|
|
|
|
|
TOWER TRUST & INVESTMENT Co
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
Harbor Capital Advisors, Inc.
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
West Oak Capital, LLC
|
|
|
|
|
|
B. Metzler seel. Sohn & Co. AG
|
|
|
|
|
|
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
|
|
|
|
|
Alpha Family Trust
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
Stiles Financial Services Inc
|
|
|
|
|
|
OCEN - IndexIQ ETF Trust - IQ Clean Oceans ETF
|
|
|
|
|
|
Alpine Bank Wealth Management
|
|
|
|
|
|
Vestor Capital, Llc
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
|
|
|
|
|
|
LGT Financial Advisors LLC
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
Defined Financial Planning LLC
|
|
|
|
|
|
Elyxium Wealth, LLC
|
|
|
|
|
|
Webster Bank, N. A.
|
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|
