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ACVF - ETF Opportunities Trust - American Conservative Values ETF
|
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Atom Investors LP
|
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|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
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|
Solstein Capital, LLC
|
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|
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|
DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF
|
|
|
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|
Jones Financial Companies Lllp
|
|
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|
|
|
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
|
|
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|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
|
|
|
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|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
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|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
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REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
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|
Crawford Investment Counsel Inc
|
|
|
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|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
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|
Xponance, Inc.
|
|
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WJ Wealth Management, LLC
|
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RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
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|
Thompson Investment Management, Inc.
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Citizens & Northern Corp
|
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Nisa Investment Advisors, Llc
|
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|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
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|
Commerce Bank
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
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WIM INVESTMENT MANAGEMENT Ltd
|
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Principal Financial Group Inc
|
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Hsbc Holdings Plc
|
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Rakuten Securities, Inc.
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SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
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|
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF
|
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|
FDIV - EA Series Trust - MarketDesk Focused U.S. Dividend ETF
|
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|
Summit Asset Management, LLC
|
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|
Fairman Group, LLC
|
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Kentucky Retirement Systems
|
|
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Columbia Funds Variable Series Trust II - CTIVP - Westfield Mid Cap Growth Fund Class 1
|
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|
Harvest Fund Management Co., Ltd
|
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Revolve Wealth Partners, LLC
|
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DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares
|
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Riverbridge Partners Llc
|
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GESIX - LAZARD FUNDS INC - Lazard Global Equity Select Portfolio Institutional Shares
|
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Fullerton Fund Management Co Ltd
|
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Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
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|
Clough Global Dividend & Income Fund
|
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Concentric Capital Strategies, LP
|
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GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
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Transce3nd, LLC
|
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VWNDX - VANGUARD WINDSOR FUNDS - Vanguard Windsor Fund Investor Shares
|
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|
Beacon Investment Advisory Services, Inc.
|
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Jpmorgan Chase & Co
|
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GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
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VMGIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Growth Index Fund Investor Shares
|
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Banco Bilbao Vizcaya Argentaria, S.a.
|
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Community Bank, N.A.
|
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Coldstream Capital Management Inc
|
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Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
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Zions Bancorporation, National Association /ut/
|
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GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Strategic Growth Fund Institutional
|
|
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|
Reynders McVeigh Capital Management, LLC
|
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|
Vestmark Advisory Solutions, Inc.
|
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VPCCX - VANGUARD FENWAY FUNDS - Vanguard PRIMECAP Core Fund Investor Shares
|
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
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Klein Pavlis & Peasley Financial, Inc.
|
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ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
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|
NewSquare Capital LLC
|
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|
Taylor Financial Group, Inc.
|
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Bell Investment Advisors, Inc
|
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Maj Invest Holding A/S
|
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ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
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West Branch Capital LLC
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Independent Advisor Alliance
|
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CVA Family Office, LLC
|
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Capital Advisors, Ltd. LLC
|
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Core Alternative Capital
|
|
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|
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio
|
|
|
|
|
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SPUS - Tidal ETF Trust - SP Funds S&P 500 Sharia Industry Exclusions ETF
|
|
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|
Citigroup Inc
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
PY - Principal Exchange-Traded Funds - Principal Shareholder Yield Index ETF
|
|
|
|
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|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
Ilmarinen Mutual Pension Insurance Co
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
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|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
Northwest & Ethical Investments L.P.
|
|
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|
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|
Cornerstone Advisors, LLC
|
|
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|
Federated Hermes, Inc.
|
|
|
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|
Tax-Managed Value Portfolio - Tax-Managed Value Portfolio
|
|
|
|
|
|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
|
|
|
|
|
Sonora Investment Management Group, LLC
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
Ironwood Investment Counsel, LLC
|
|
|
|
|
|
HIACX - Hartford Series Fund Inc - Hartford Capital Appreciation Hls Fund Ia
|
|
|
|
|
|
Harwood Advisory Group, LLC
|
|
|
|
|
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
|
|
|
|
Banque Transatlantique SA
|
|
|
|
|
|
Glen Eagle Advisors, LLC
|
|
|
|
|
|
Orion Capital Management LLC
|
|
|
|
|
|
Brookstone Capital Management
|
|
|
|
|
|
Soltis Investment Advisors LLC
|
|
|
|
|
|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Mid Cap Value Fund Institutional
|
|
|
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
|
|
|
|
|
Formidable Asset Management, LLC
|
|
|
|
|
|
CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
ONEY - SPDR SERIES TRUST - SPDR Russell 1000 Yield Focus ETF
|
|
|
|
|
|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
|
|
|
|
Abacus Planning Group, Inc.
|
|
|
|
|
|
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
|
|
|
|
|
Telos Capital Management, Inc.
|
|
|
|
|
|
Profunds - Profund Vp Bull
|
|
|
|
|
|
Jnl Series Trust - Jnl Multi-manager Mid Cap Fund (a)
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
PharVision Advisers, LLC
|
|
|
|
|
|
S.E.E.D. Planning Group LLC
|
|
|
|
|
|
Cypress Advisory Group LLC
|
|
|
|
|
|
Sofos Investments, Inc.
|
|
|
|
|
|
Vaughan Nelson Investment Management, L.p.
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
|
|
|
|
|
GSTIX - GOLDMAN SACHS TRUST - Goldman Sachs Strategic Growth Fund Institutional
|
|
|
|
|
|
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Main Street Fund Class C
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
Belmont Capital, LLC
|
|
|
|
|
|
Champlain Investment Partners, LLC
|
|
|
|
|
|
Polymer Capital Management (US) LLC
|
|
|
|
|
|
Tema ETF Trust - Tema American Reshoring ETF
|
|
|
|
|
|
Change Path, LLC
|
|
|
|
|
|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
|
|
|
|
|
Phoenix Holdings Ltd.
|
|
|
|
|
|
NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
KOMP - SPDR SERIES TRUST - SPDR S&P Kensho New Economies Composite ETF
|
|
|
|
|
|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
Tema Etfs Llc
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
Westpac Banking Corp
|
|
|
|
|
|
Keener Financial Planning LLC
|
|
|
|
|
|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
|
Silicon Valley Capital Partners
|
|
|
|
|
|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
|
|
|
|
FLCC - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Core ETF
|
|
|
|
|
|
Iron Horse Wealth Management, LLC
|
|
|
|
|
|
Philadelphia Trust Co
|
|
|
|
|
|
Quadrant Private Wealth Management, LLC
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
Apella Capital, LLC
|
|
|
|
|
|
Mendel Money Management
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
Global Trust Asset Management, LLC
|
|
|
|
|
|
TRVLX - T. Rowe Price Value Fund, Inc. - T. Rowe Price Value Fund, Inc.
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
Fox Run Management, L.l.c.
|
|
|
|
|
|
BI Asset Management Fondsmaeglerselskab A/S
|
|
|
|
|
|
Safeguard Investment Advisory Group, LLC
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Rising Dividends Fund Class C
|
|
|
|
|
|
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
Everence Capital Management Inc
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
Wexford Capital Lp
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
Bnp Paribas
|
|
|
|
|
|
Hutchinson Capital Management/ca
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
Panagora Asset Management Inc
|
|
|
|
|
|
Chelsea Counsel Co
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
Drystone LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
Verity Asset Management, Inc.
|
|
|
|
|
|
AQLT - iSHARES TRUST - iShares MSCI Global Quality Factor ETF
|
|
|
|
|
|
Janney Capital Management LLC
|
|
|
|
|
|
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF
|
|
|
|
|
|
Aviso Financial Inc.
|
|
|
|
|
|
Norges Bank
|
|
|
|
|
|
Indiana Trust & Investment Management CO
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Value Fund (a)
|
|
|
|
|
|
Mbb Public Markets I Llc
|
|
|
|
|
|
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund
|
|
|
|
|
|
Heron Bay Capital Management
|
|
|
|
|
|
Eukles Asset Management
|
|
|
|
|
|
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF
|
|
|
|
|
|
ERn Financial, LLC
|
|
|
|
|
|
Impact Partnership Wealth, LLC
|
|
|
|
|
|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
|
|
|
|
|
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
|
|
|
|
|
|
Valley Brook Capital Group, Inc.
|
|
|
|
|
|
PineBridge Investments, L.P.
|
|
|
|
|
|
VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares
|
|
|
|
|
|
VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares
|
|
|
|
|
|
Ritholtz Wealth Management
|
|
|
|
|
|
IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I
|
|
|
|
|
|
Calamos Wealth Management LLC
|
|
|
|
|
|
VEXPX - VANGUARD EXPLORER FUND - VANGUARD EXPLORER FUND Investor Shares
|
|
|
|
|
|
Guggenheim Strategic Opportunities Fund
|
|
|
|
|
|
Diversified Trust Co
|
|
|
|
|
|
Garda Capital Partners Lp
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
Lowe Wealth Advisors, LLC
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
Catalyst Financial Partners Llc
|
|
|
|
|
|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
|
|
|
West Oak Capital, LLC
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
FFTYX - AB CAP FUND, INC. - AB FlexFee US Thematic Portfolio Advisor Class
|
|
|
|
|
|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
Sandler Capital Management
|
|
|
|
|
|
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF
|
|
|
|
|
|
ALPS ETF Trust - ALPS Electrification Infrastructure ETF
|
|
|
|
|
|
Ossiam
|
|
|
|
|
|
Equitable Trust Co
|
|
|
|
|
|
Marble Harbor Investment Counsel, LLC
|
|
|
|
|
|
First Command Advisory Services, Inc.
|
|
|
|
|
|
WESPAC Advisors SoCal, LLC
|
|
|
|
|
|
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
|
|
|
|
|
|
Pinnacle Bancorp, Inc.
|
|
|
|
|
|
Archer Investment Corp
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
|
DecisionPoint Financial, LLC
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
Deseret Mutual Benefit Administrators
|
|
|
|
|
|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
|
|
|
|
|
Jacobs & Co/ca
|
|
|
|
|
|
Plato Investment Management Ltd
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
IYJ - iSHARES TRUST - iShares U.S. Industrials ETF
|
|
|
|
|
|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
|
|
|
|
|
Hoey Investments, Inc
|
|
|
|
|
|
Grimes & Company, Inc.
|
|
|
|
|
|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
|
|
|
|
|
Andra AP-fonden
|
|
|
|
|
|
Calamos Antetokounmpo Sustainable Equities Trust - Calamos Antetokounmpo Sustainable Equities Fund Class R6
|
|
|
|
|
|
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
DURPX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. High Relative Profitability Portfolio Institutional Class
|
|
|
|
|
|
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund
|
|
|
|
|
|
Integrated Advisors Network LLC
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
CIPTX - Advisors' Inner Circle Fund II - CHAMPLAIN STRATEGIC FOCUS FUND Institutional Shares
|
|
|
|
|
|
Financial Perspectives, Inc
|
|
|
|
|
|
Buckingham Strategic Partners
|
|
|
|
|
|
Westport Asset Management Inc
|
|
|
|
|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A
|
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Main Street Fund Series II
|
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|
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MAI Capital Management
|
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|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
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Ofi Invest Asset Management
|
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
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Penserra Capital Management LLC
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QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
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|
Cedar Point Capital Partners, LLC
|
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Wedmont Private Capital
|
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Accredited Investors Inc.
|
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SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
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SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
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|
Manufacturers Life Insurance Company, The
|
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NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6
|
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Transatlantique Private Wealth Llc
|
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Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
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Birch Hill Investment Advisors LLC
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Cigna Investments Inc /new
|
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Investment Management Corp of Ontario
|
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Lighthouse Investment Partners, LLC
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CHTRX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Charter Fund Class A
|
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Fieldview Capital Management, LLC
|
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Sender Co & Partners, Inc.
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Level Four Advisory Services, Llc
|
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EQ ADVISORS TRUST - 1290 VT GAMCO Small Company Value Portfolio Class IB
|
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|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Mid Cap Core Equity Fund Series I
|
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First Trust Advisors Lp
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Foresight Group Ltd Liability Partnership
|
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AdvisorNet Financial, Inc
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Leavell Investment Management, Inc.
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GCASX - Gabelli Equity Series Funds Inc - The Gabelli Small Cap Growth Fund Class A
|
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Parkworth Wealth Management, Inc.
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Northern Trust Corp
|
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FBOT - FIDELITY COVINGTON TRUST - Fidelity Disruptive Automation ETF
|
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Benjamin Edwards Inc
|
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TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund
|
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VNVAX - Natixis Funds Trust II - Vaughan Nelson Value Opportunity Fund Class A
|
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Groupama Asset Managment
|
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WPG Advisers, LLC
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Ieq Capital, Llc
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True North Advisors, LLC
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SevenBridge Financial Group, LLC
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LKBAX - LKCM Funds - LKCM Balanced Fund
|
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Affinity Investment Advisors, Llc
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Erste Asset Management GmbH
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Transamerica Financial Advisors, Inc.
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Mutual Of America Capital Management Llc
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Clifford Swan Investment Counsel Llc
|
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MAKX - PROSHARES TRUST - ProShares S&P Kensho Smart Factories ETF
|
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GRZZX - Managed Portfolio Series - Leuthold Grizzly Short Fund
|
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|
Rexford Capital Inc
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Orrstown Financial Services Inc
|
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XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
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|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
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Professional Financial Advisors, LLC
|
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SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
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Westside Investment Management, Inc.
|
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NZUS - SPDR SERIES TRUST - SPDR MSCI USA Climate Paris Aligned ETF
|
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Two Sigma Advisers, Lp
|
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EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
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Lansforsakringar Fondforvaltning AB (publ)
|
|
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Papp L Roy & Associates
|
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BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
|
|
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|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
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True Wealth Design, LLC
|
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ASR Vermogensbeheer N.V.
|
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PXWGX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG Beta Quality Fund Investor Class
|
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Simplicity Wealth,LLC
|
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Profunds - Profund Vp Large-cap Value
|
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Petrus Trust Company, LTA
|
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First Commonwealth Financial Corp /pa/
|
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Wealth Preservation Advisors, LLC
|
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|
Godsey & Gibb Associates
|
|
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|
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P
|
|
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|
Tealwood Asset Management Inc
|
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|
Nomura Asset Management Co Ltd
|
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Raleigh Capital Management Inc.
|
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PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
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|
Sei Investments Co
|
|
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Capital Investment Counsel, Inc
|
|
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|
ITAN - Alpha Architect ETF Trust - Sparkline Intangible Value ETF
|
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|
Values First Advisors, Inc.
|
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Pettyjohn, Wood & White, Inc
|
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|
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|
GOP - Tidal ETF Trust - Unusual Whales Subversive Republican Trading ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB
|
|
|
|
|
|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
LMRNX - Advisor Managed Portfolios - 1919 Socially Responsive Balanced Fund Class I
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
|
|
TQMVX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Value Equity Fund
|
|
|
|
|
|
Lmcg Investments, Llc
|
|
|
|
|
|
IRGJX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Growth Index Portfolio Class I
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - CTIVP - T. Rowe Price Large Cap Value Fund Class 1
|
|
|
|
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|
Pine Haven Investment Counsel, Inc
|
|
|
|
|
|
Syon Capital Llc
|
|
|
|
|
|
Alpha Wealth Funds, LLC
|
|
|
|
|
|
Checchi Capital Advisers, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB
|
|
|
|
|
|
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
GEIZX - GuideStone Funds - Growth Equity Index Fund Investor
|
|
|
|
|
|
Impax Asset Management Group plc
|
|
|
|
|
|
Uncommon Cents Investing LLC
|
|
|
|
|
|
New Millennium Group LLC
|
|
|
|
|
|
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
URTH - iShares, Inc. - iShares MSCI World ETF
|
|
|
|
|
|
GFVAX - GOLDMAN SACHS TRUST - Goldman Sachs Focused Value Fund Class A Shares
|
|
|
|
|
|
Flagship Wealth Advisors, Llc
|
|
|
|
|
|
Gsa Capital Partners Llp
|
|
|
|
|
|
Clark Capital Management Group, Inc.
|
|
|
|
|
|
M&G Plc
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
Laurel Wealth Advisors LLC
|
|
|
|
|
|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF
|
|
|
|
|
|
Fire Capital Management LLC
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
Smart Money Group LLC
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
|
|
|
|
|
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
|
|
|
|
|
SCS Capital Management LLC
|
|
|
|
|
|
Terra Alpha Investments LLC
|
|
|
|
|
|
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1
|
|
|
|
|
|
Integrated Investment Consultants, LLC
|
|
|
|
|
|
Capital Investment Advisors, LLC
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
Carmel Capital Partners, LLC
|
|
|
|
|
|
Caitong International Asset Management Co., Ltd
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
|
VHCOX - VANGUARD HORIZON FUNDS - Vanguard Capital Opportunity Fund Investor Shares
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
Sit Investment Associates Inc
|
|
|
|
|
|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
NPRTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Large Cap Value Fund Investor Class
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
Bedell Frazier Investment Counseling, LLC
|
|
|
|
|
|
CVSE - Morgan Stanley ETF Trust - Calvert US Select Equity ETF
|
|
|
|
|
|
Skandinaviska Enskilda Banken AB (publ)
|
|
|
|
|
|
Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
|
|
|
|
|
VSTIX - VALIC Co I - Stock Index Fund
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
POSKX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Stock Fund
|
|
|
|
|
|
BULD - Pacer Funds Trust - Pacer BlueStar Engineering the Future ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Markel Corp
|
|
|
|
|
|
RPGIX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Industrials Fund
|
|
|
|
|
|
TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class
|
|
|
|
|
|
PVFYX - Victory Portfolios IV - Victory Pioneer Core Equity Fund Class Y
|
|
|
|
|
|
Meeder Advisory Services, Inc.
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
Almanack Investment Partners, LLC.
|
|
|
|
|
|
Natixis
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
|
|
|
|
Stonebridge Capital Advisors LLC
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
Ridgewood Investments LLC
|
|
|
|
|
|
Sentry Investment Management Llc
|
|
|
|
|
|
Argent Advisors, Inc.
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
Insigneo Advisory Services, Llc
|
|
|
|
|
|
Choate Investment Advisors
|
|
|
|
|
|
Flagstone Financial Management
|
|
|
|
|
|
MADDEN SECURITIES Corp
|
|
|
|
|
|
Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
Gen-Wealth Partners Inc
|
|
|
|
|
|
BSW Wealth Partners
|
|
|
|
|
|
Ontario Teachers Pension Plan Board
|
|
|
|
|
|
SPRAX - Prudential Investment Portfolios, Inc. 10 - Pgim Qma Mid-cap Value Fund Class A
|
|
|
|
|
|
BHBFX - MADISON FUNDS - Madison Dividend Income Fund Dividend Income Fund Class Y
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
|
|
|
|
|
Public Sector Pension Investment Board
|
|
|
|
|
|
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Main Street Mid Cap Fund Class R6
|
|
|
|
|
|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
|
|
|
PFPPX - PRINCIPAL FUNDS INC - MidCap Growth Fund R-3
|
|
|
|
|
|
North Ridge Wealth Advisors, Inc.
|
|
|
|
|
|
Northcape Wealth Management, Llc
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Growth Portfolio Institutional Class
|
|
|
|
|
|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
QAAHCX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Income Portfolio
|
|
|
|
|
|
Nuveen Nasdaq 100 Dynamic Overwrite Fund
|
|
|
|
|
|
SUSLX - LAZARD FUNDS INC - Lazard US Sustainable Equity Portfolio Open Shares
|
|
|
|
|
|
Mather Group, Llc.
|
|
|
|
|
|
Semmax Financial Advisors Inc.
|
|
|
|
|
|
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
|
|
|
|
|
|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
NXTI - Simplify Exchange Traded Funds - Simplify Next Intangible Core Index ETF
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
MCMVX - FORUM FUNDS - Monongahela All Cap Value Fund
|
|
|
|
|
|
Graham Capital Management, L.P.
|
|
|
|
|
|
LGT Financial Advisors LLC
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
Elmwood Wealth Management, Inc.
|
|
|
|
|
|
CFGRX - COMMERCE FUNDS - The Growth Fund Shares
|
|
|
|
|
|
VINAX - VANGUARD WORLD FUND - Vanguard Industrials Index Fund Admiral Shares
|
|
|
|
|
|
VYGNX - Voya EQUITY TRUST - Voya Global Multi-Asset Fund Class R6
|
|
|
|
|
|
Steinberg Asset Management Llc
|
|
|
|
|
|
Centiva Capital, LP
|
|
|
|
|
|
RBF Capital, LLC
|
|
|
|
|
|
ALTL - Pacer Funds Trust - Pacer Lunt Large Cap Alternator ETF
|
|
|
|
|
|
Per Stirling Capital Management, LLC.
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
Sound View Wealth Advisors Group, LLC
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
CVFCX - Pioneer Series Trust III - Pioneer Disciplined Value Fund : Class A
|
|
|
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
|
|
|
|
|
|
MADE - iSHARES TRUST - iShares U.S. Manufacturing ETF
|
|
|
|
|
|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
|
|
|
|
|
HITE Hedge Asset Management LLC
|
|
|
|
|
|
Adviser Investments LLC
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
WealthCollab, LLC
|
|
|
|
|
|
RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF
|
|
|
|
|
|
Quilter Plc
|
|
|
|
|
|
Compass Financial Services Inc
|
|
|
|
|
|
SVIIX - VIRTUS ASSET TRUST - Virtus Ceredex Large-Cap Value Equity Fund Class A
|
|
|
|
|
|
Estabrook Capital Management
|
|
|
|
|
|
VEGN - ETF Series Solutions - US Vegan Climate ETF
|
|
|
|
|
|
Hardin Capital Partners, LLC
|
|
|
|
|
|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
North Star Asset Management Inc
|
|
|
|
|
|
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
|
|
|
|
|
EFG Asset Management (North America) Corp.
|
|
|
|
|
|
Ing Groep Nv
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
|
|
|
|
Raiffeisen Bank International AG
|
|
|
|
|
|
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF
|
|
|
|
|
|
Hanson & Doremus Investment Management
|
|
|
|
|
|
Foster Group, Inc.
|
|
|
|
|
|
Fiduciary Alliance LLC
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
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|
Hollencrest Capital Management
|
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|
|
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|
Drucker Wealth 3.0, LLC
|
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|
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|
|
GNXAX - MUTUAL FUND SERIES TRUST - AlphaCentric Robotics and Automation Fund Class A
|
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|
Caldwell Securities, Inc
|
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|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
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|
Prestige Wealth Management Group LLC
|
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|
LRI Investments, LLC
|
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|
Millennium Management Llc
|
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|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
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|
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|
|
Hazlett, Burt & Watson, Inc.
|
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|
Chilton Capital Management Llc
|
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|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
Amplify ETF Trust - Amplify Etho Climate Leadership U.S. ETF
|
|
|
|
|
|
LEVOX - LAZARD FUNDS INC - Lazard US Equity Concentrated Portfolio Open Shares
|
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|
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|
KLCM Advisors, Inc.
|
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|
|
|
|
Wahed Invest LLC
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
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|
MTM Investment Management, LLC
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
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|
ROBT - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Nasdaq Artificial Intelligence and Robotics ETF
|
|
|
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|
Pittenger & Anderson Inc
|
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|
|
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|
Sumitomo Life Insurance Co
|
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Cumberland Partners Ltd
|
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AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
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|
Credential Qtrade Securities Inc.
|
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|
|
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|
Pinnbrook Capital Management Lp
|
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ABPAX - AB PORTFOLIOS - AB Conservative Wealth Strategy Class A
|
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|
Institutional Investment Strategy Fund
|
|
|
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|
Mirae Asset Securities (usa) Inc.
|
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E. Ohman J:or Asset Management AB
|
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IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF
|
|
|
|
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|
PDS Planning, Inc
|
|
|
|
|
|
ETGLX - MUTUAL FUND SERIES TRUST - Eventide Gilead Fund Class N
|
|
|
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|
|
DekaBank Deutsche Girozentrale
|
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|
|
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|
Plancorp, LLC
|
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Brown Advisory Inc
|
|
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|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Large Cap Value Fund Institutional
|
|
|
|
|
|
TWQAX - TRANSAMERICA FUNDS - Transamerica Large Cap Value A
|
|
|
|
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|
HLAL - Listed Funds Trust - Wahed FTSE USA Shariah ETF
|
|
|
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|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
|
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|
Millstone Evans Group, LLC
|
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IVE - iSHARES TRUST - iShares S&P 500 Value ETF
|
|
|
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|
Cibc World Markets Corp
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
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|
IAXAX - Voya PARTNERS INC - VY(R) T. Rowe Price Diversified Mid Cap Growth Portfolio Class ADV
|
|
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|
NOSIX - Northern Funds - Northern Stock Index Fund
|
|
|
|
|
|
ROBO - EXCHANGE TRADED CONCEPTS TRUST - ROBO Global(R) Robotics and Automation Index ETF
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco ESG S&P 500 Equal Weight ETF
|
|
|
|
|
|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
|
|
|
|
|
AMANX - AMANA MUTUAL FUNDS TRUST - AMANA INCOME FUND Amana Income Fund Investor Shares
|
|
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|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
|
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|
Acropolis Investment Management, LLC
|
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Hager Investment Management Services, Llc
|
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Hengehold Capital Management Llc
|
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ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
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|
Ninety One UK Ltd
|
|
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|
|
|
EXI - iSHARES TRUST - iShares Global Industrials ETF
|
|
|
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|
UPGD - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Raymond James SB-1 Equity ETF
|
|
|
|
|
|
Notis-McConarty Edward
|
|
|
|
|
|
Van Eck Associates Corp
|
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|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
|
|
|
|
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF
|
|
|
|
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|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
Group One Trading, L.p.
|
|
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|
|
|
Balyasny Asset Management Llc
|
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|
|
Private Wealth Asset Management, LLC
|
|
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|
|
|
Cromwell Holdings LLC
|
|
|
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|
Vicus Capital
|
|
|
|
|
|
USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF
|
|
|
|
|
|
Howard Hughes Medical Institute
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
STRV - EA Series Trust - Strive 500 ETF
|
|
|
|
|
|
StoneX Group Inc.
|
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|
|
|
|
Mirova
|
|
|
|
|
|
Beese Fulmer Investment Management, Inc.
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
Profunds - Profund Vp Industrials
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
Duncan Williams Asset Management, LLC
|
|
|
|
|
|
Covea Finance
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
City State Bank
|
|
|
|
|
|
Centaurus Financial, Inc.
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
Wellington Shields Capital Management, LLC
|
|
|
|
|
|
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
|
|
|
|
|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Dynamic Wealth Strategies, LLC
|
|
|
|
|
|
Albion Financial Group /ut
|
|
|
|
|
|
Icon Wealth Advisors, LLC
|
|
|
|
|
|
Chatham Capital Group, Inc.
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
|
|
|
|
|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
|
|
|
|
|
New Mexico Educational Retirement Board
|
|
|
|
|
|
TMCGX - THRIVENT MUTUAL FUNDS - Thrivent Mid Cap Growth Fund Class S
|
|
|
|
|
|
SPDG - SPDR SERIES TRUST - SPDR Portfolio S&P Sector Neutral Dividend ETF
|
|
|
|
|
|
Ag2r La Mondiale Gestion D'actifs
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
Eaton Vance Tax-managed Buy-write Opportunities Fund
|
|
|
|
|
|
Baltimore-Washington Financial Advisors, Inc.
|
|
|
|
|
|
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
Stonegate Investment Group, LLC
|
|
|
|
|
|
Capital A Wealth Management, LLC
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
Nbt Bank N A /ny
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
Banque Cantonale Vaudoise
|
|
|
|
|
|
Uniting Wealth Partners, LLC
|
|
|
|
|
|
West Michigan Advisors, Llc
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
|
|
|
|
|
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares
|
|
|
|
|
|
Engineers Gate Manager LP
|
|
|
|
|
|
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class
|
|
|
|
|
|
Brighthouse Funds Trust I - T. Rowe Price Large Cap Value Portfolio Class A
|
|
|
|
|
|
SWANX - SCHWAB CAPITAL TRUST - Schwab Core Equity Fund
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
|
|
|
ESGEX - Capitol Series Trust - Reynders, McVeigh Core Equity Fund Institutional Shares
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
Vinva Investment Management Ltd
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
Evelyn Partners Investment Management LLP
|
|
|
|
|
|
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
|
|
|
|
|
DNLDX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Active MidCap Fund Class A
|
|
|
|
|
|
VPMCX - VANGUARD CHESTER FUNDS - Vanguard PRIMECAP Fund Investor Shares
|
|
|
|
|
|
Hills Bank & Trust Co
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
|
|
|
|
|
Stiles Financial Services Inc
|
|
|
|
|
|
Core Wealth Partners LLC
|
|
|
|
|
|
Coastal Bridge Advisors, LLC
|
|
|
|
|
|
Asset Planning,Inc
|
|
|
|
|
|
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Mid Cap Intrinsic Value Portfolio Class I
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
Somerville Kurt F
|
|
|
|
|
|
M. Kulyk & Associates, LLC
|
|
|
|
|
|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
|
|
|
|
PRAXIS FUNDS - Praxis Impact Large Cap Growth ETF
|
|
|
|
|
|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
|
|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
|
|
|
|
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF
|
|
|
|
|
|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
Strategic Investment Solutions, Inc. /IL
|
|
|
|
|
|
STNC - HENNESSY FUNDS TRUST - Hennessy Stance ESG Large Cap ETF
|
|
|
|
|
|
Dynamic Advisor Solutions LLC
|
|
|
|
|
|
Cottage Street Advisors LLC
|
|
|
|
|
|
Jacobi Capital Management LLC
|
|
|
|
|
|
EFG Asset Management (Americas) Corp.
|
|
|
|
|
|
Rafferty Asset Management, LLC
|
|
|
|
|
|
Beacon Capital Management, LLC
|
|
|
|
|
|
Gladstone Institutional Advisory LLC
|
|
|
|
|
|
Vectors Research Management, LLC
|
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
|
|
|
Lazard Global Total Return & Income Fund Inc
|
|
|
|
|
|
Wbi Investments, Inc.
|
|
|
|
|
|
RSPN - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Industrials ETF
|
|
|
|
|
|
Clear Creek Financial Management, LLC
|
|
|
|
|
|
Nordea Investment Management Ab
|
|
|
|
|
|
Hrt Financial Lp
|
|
|
|
|
|
GABCX - Gabelli Investor Funds Inc - The Gabelli Abc Fund Class Aaa
|
|
|
|
|
|
Baker Chad R
|
|
|
|
|
|
Koshinski Asset Management, Inc.
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y
|
|
|
|
|
|
Dorsey & Whitney Trust CO LLC
|
|
|
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
Kampmann Melissa S.
|
|
|
|
|
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
|
|
|
|
|
SNSR - Global X Funds - Global X Internet of Things ETF
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
Monticello Wealth Management, Llc
|
|
|
|
|
|
BEGIX - Sterling Capital Funds - Sterling Capital Equity Income Fund Institutional Class
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
Morse Asset Management, Inc
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
|
|
Fairway Wealth LLC
|
|
|
|
|
|
LCORX - Managed Portfolio Series - Leuthold Core Investment Fund Retail Class
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
|
|
|
|
|
|
Clg Llc
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
Hunter Associates Investment Management Llc
|
|
|
|
|
|
Argent Trust Co
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
Cary Street Partner Investment Advisory Llc
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A
|
|
|
|
|
|
XLI - SELECT SECTOR SPDR TRUST - The Industrial Select Sector SPDR Fund
|
|
|
|
|
|
Financial Management Network Inc
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
Css Llc/il
|
|
|
|
|
|
Founders Financial Alliance, LLC
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
Winton Capital Group Ltd
|
|
|
|
|
|
Sovran Advisors, LLC
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
Horizon Kinetics Asset Management Llc
|
|
|
|
|
|
STFGX - Advisers Investment Trust - State Farm Growth Fund
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
Elios Financial Group Inc.
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
Phillips Wealth Planners LLC
|
|
|
|
|
|
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III
|
|
|
|
|
|
First Foundation Advisors
|
|
|
|
|
|
Trust Investment Advisors
|
|
|
|
|
|
Dakota Wealth Management
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
DALVX - Dunham Funds - Dunham Large Cap Value Fund Class A
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
Second Line Capital, LLC
|
|
|
|
|
|
PGSYX - Victory Portfolios IV - Victory Pioneer Global Equity Fund Class Y
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
Scopus Asset Management, L.p.
|
|
|
|
|
|
GPIGX - GPS Funds II - GuidePath(R) Growth and Income Fund
|
|
|
|
|
|
Cascade Financial Partners, LLC
|
|
|
|
|
|
Addison Capital Co
|
|
|
|
|
|
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
Dillon & Associates Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Mid Cap Value Portfolio Class IB
|
|
|
|
|
|
Country Trust Bank
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A)
|
|
|
|
|
|
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
|
|
|
|
|
Voya Infrastructure, Industrials & Materials Fund
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
RMB Capital Management, LLC
|
|
|
|
|
|
Navigoe, LLC
|
|
|
|
|
|
GIMFX - GMO TRUST - GMO Implementation Fund
|
|
|
|
|
|
Cherry Creek Investment Advisors, Inc.
|
|
|
|
|
|
Richards, Merrill & Peterson, Inc.
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HB Wealth Management, LLC
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Parnassus Investments /ca
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IWP - iSHARES TRUST - iShares Russell Mid-Cap Growth ETF
|
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Securian Asset Management, Inc
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Iyo Bank, Ltd.
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BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
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Agate Pass Investment Management, LLC
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HBK Sorce Advisory LLC
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MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
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BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
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PENN SERIES FUNDS INC - Large Growth Stock Fund
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Kingsview Wealth Management, LLC
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EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
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Davy Global Fund Management Ltd
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TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
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Gulf International Bank (UK) Ltd
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Capital Analysts, Inc.
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Bridges Investment Management Inc
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CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A
|
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Commerzbank Aktiengesellschaft /fi
|
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Convergence Investment Partners, LLC
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SEASONS SERIES TRUST - SA T. Rowe Price Growth Stock Portfolio Class 1
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PFGRX - Victory Portfolios IV - Victory Pioneer Fundamental Growth Fund Class R
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SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
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Astoria Portfolio Advisors LLC.
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New York Life Investment Management Llc
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MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
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Kilter Group LLC
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Principia Wealth Advisory, LLC
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JIEMX - John Hancock Funds II - Equity Income Fund Class NAV
|
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QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
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Abound Wealth Management
|
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Anchor Investment Management, LLC
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Fort Point Capital Partners LLC
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Schaper Benz & Wise Investment Counsel Inc/wi
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Kentucky Retirement Systems Insurance Trust Fund
|
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FGIRX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth & Income Fund Class A
|
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Raymond James Financial Inc
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Argonautica Private Wealth Management, Inc
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SLGYX - SARATOGA ADVANTAGE TRUST - Large Capitalization Growth Portfolio Class A
|
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RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
|
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TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
|
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Caxton Associates Llp
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TRANSAMERICA SERIES TRUST - Transamerica Madison Diversified Income VP Service
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Global Assets Advisory, LLC
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State of Wyoming
|
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Machina Capital S.a.s.
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Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
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DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
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Princeton Global Asset Management LLC
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Meeder Asset Management Inc
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Pinnacle Financial Partners Inc
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Moss Adams Wealth Advisors LLC
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Cidel Asset Management Inc
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Sigma Planning Corp
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Daiwa Securities Group Inc.
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Impact Capital Partners LLC
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BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
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Sicart Associates LLC
|
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VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
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Frank, Rimerman Advisors LLC
|
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PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund
|
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|
Pineridge Advisors LLC
|
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PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
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Front Row Advisors LLC
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OTTRX - PROFESSIONALLY MANAGED PORTFOLIOS - Otter Creek Long/Short Opportunity Fund Institutional Class
|
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DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I
|
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Rakuten Investment Management, Inc.
|
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Nbc Securities, Inc.
|
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CNB Bank
|
|
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FNY Investment Advisers, LLC
|
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|
GMAEX - GMO TRUST - GMO Cyclical Focus Fund Class VI
|
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|
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc.
|
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|
Nixon Peabody Trust Co
|
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|
|
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio
|
|
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|
Anb Bank
|
|
|
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|
Broderick Brian C
|
|
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|
VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares
|
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|
GSPIX - GOLDMAN SACHS TRUST - Goldman Sachs Capital Growth Fund Institutional
|
|
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|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
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|
Fiduciary Trust Co
|
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|
Hm Payson & Co
|
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EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF
|
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|
State Street Corp
|
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|
Hudson Valley Investment Advisors Inc /adv
|
|
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XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
|
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Aviva Plc
|
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|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
|
|
|
|
SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF
|
|
|
|
|
|
Forsta Ap-fonden
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
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|
Busey Wealth Management
|
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|
|
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF
|
|
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|
|
|
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
|
|
|
|
|
GHTA - Collaborative Investment Series Trust - Goose Hollow Tactical Allocation ETF
|
|
|
|
|
|
Dogwood Wealth Management LLC
|
|
|
|
|
|
Westend Capital Management LLC
|
|
|
|
|
|
Lombard Odier Asset Management (Europe) Ltd
|
|
|
|
|
|
Tobam
|
|
|
|
|
|
First Community Trust Na
|
|
|
|
|
|
MONTX - MONETTA TRUST - Monetta Fund
|
|
|
|
|
|
Intech Investment Management Llc
|
|
|
|
|
|
NORTHERN FUNDS - U.S. Quality ESG Fund Class I
|
|
|
|
|
|
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
|
|
|
|
|
Great West Life Assurance Co /can/
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
Granite Investment Partners, LLC
|
|
|
|
|
|
Fisher Asset Management, LLC
|
|
|
|
|
|
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
|
|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
|
|
|
|
Davis Investment Partners, LLC
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
Decker Retirement Planning Inc.
|
|
|
|
|
|
Profund Advisors Llc
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
|
|
|
|
|
Voleon Capital Management Lp
|
|
|
|
|
|
Cary Street Partners Financial Llc
|
|
|
|
|
|
WoodTrust Financial Corp
|
|
|
|
|
|
Journey Advisory Group, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
|
|
|
|
|
Humankind Benefit Corp - Humankind US Stock ETF
|
|
|
|
|
|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
|
|
|
|
Bowen Hanes & Co Inc
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
Maven Securities LTD
|
|
|
|
|
|
Avantax Planning Partners, Inc.
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A
|
|
|
|
|
|
Canada Post Corp Registered Pension Plan
|
|
|
|
|
|
Sagespring Wealth Partners, Llc
|
|
|
|
|
|
Advance Capital Management, Inc.
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1
|
|
|
|
|
|
Portland Global Advisors LLC
|
|
|
|
|
|
First Business Financial Services, Inc.
|
|
|
|
|
|
B. Metzler seel. Sohn & Co. AG
|
|
|
|
|
|
Costello Asset Management, INC
|
|
|
|
|
|
Binnacle Investments Inc
|
|
|
|
|
|
Westwood Holdings Group Inc
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
Live Oak Private Wealth LLC
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA Large Cap Value Fund Class A
|
|
|
|
|
|
Transcend Wealth Collective, Llc
|
|
|
|
|
|
Clough Global Opportunities Fund
|
|
|
|
|
|
PCGRX - PIONEER MID CAP VALUE FUND - Pioneer Mid Cap Value Fund : Class A
|
|
|
|
|
|
WBIF - Absolute Shares Trust - WBI BullBear Value 3000 ETF
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
Boston Family Office Llc
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
Scotia Capital Inc.
|
|
|
|
|
|
DnB Asset Management AS
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
PABU - iSHARES TRUST - iShares Paris-Aligned Climate MSCI USA ETF
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
AZNAX - ALLIANZ FUNDS - AllianzGI Income & Growth Fund Class A
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
Handelsbanken Fonder AB
|
|
|
|
|
|
Mystic Asset Management, Inc.
|
|
|
|
|
|
Procyon Private Wealth Partners, LLC
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
Bayesian Capital Management, LP
|
|
|
|
|
|
CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A
|
|
|
|
|
|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
|
|
|
Carnegie Lake Advisors LLC
|
|
|
|
|
|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
|
|
|
Garner Asset Management Corp
|
|
|
|
|
|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
|
|
|
|
|
Center for Financial Planning, Inc.
|
|
|
|
|
|
Sentinus, LLC
|
|
|
|
|
|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
|
|
|
|
|
XML Financial, LLC
|
|
|
|
|
|
Cherry Tree Wealth Management, LLC
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
Strong Tower Advisory Services
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
Trillium Asset Management, Llc
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
Mandatum Life Insurance Co Ltd
|
|
|
|
|
|
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Capital Growth Portfolio
|
|
|
|
|
|
Team Financial Group, LLC
|
|
|
|
|
|
Ascent Wealth Partners, LLC
|
|
|
|
|
|
PRDGX - T. Rowe Price Dividend Growth Fund, Inc. - T. Rowe Price Dividend Growth Fund, Inc.
|
|
|
|
|
|
FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund
|
|
|
|
|
|
Conning Inc.
|
|
|
|
|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
Pitcairn Co
|
|
|
|
|
|
S&t Bank/pa
|
|
|
|
|
|
Carr Financial Group Corp
|
|
|
|
|
|
Abn Amro Investment Solutions
|
|
|
|
|
|
Associated Banc-corp
|
|
|
|
|
|
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF
|
|
|
|
|
|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
Strengthening Families & Communities, LLC
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
Groupe la Francaise
|
|
|
|
|
|
Metis Global Partners, LLC
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
HAPI - Harbor ETF Trust - Harbor Corporate Culture ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Sustainable U.S. Thematic Portfolio Class K
|
|
|
|
|
|
Richard C. Young & CO., LTD.
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA ALL CAP VALUE SERIES
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
Financial Security Advisor, Inc.
|
|
|
|
|
|
DUHP - Dimensional ETF Trust - Dimensional US High Profitability ETF
|
|
|
|
|
|
Tiemann Investment Advisors, Llc
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
RPGEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Growth Stock Fund
|
|
|
|
|
|
King Luther Capital Management Corp
|
|
|
|
|
|
Evoke Wealth, Llc
|
|
|
|
|
|
RW Investment Management LLC
|
|
|
|
|
|
Bank of Jackson Hole Trust
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
|
|
|
|
|
Twin Tree Management, LP
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
South Dakota Investment Council
|
|
|
|
|
|
Professional Advisory Services Inc
|
|
|
|
|
|
RBLD - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Global Engineering and Construction ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
|
|
|
SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F
|
|
|
|
|
|
IFM Investors Pty Ltd
|
|
|
|
|
|
QDISX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group Stock Fund for Retirement Plans
|
|
|
|
|
|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
|
|
|
|
|
PRFDX - T. Rowe Price Equity Income Fund, Inc. - T. Rowe Price Equity Income Fund
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
Rebalance, Llc
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
|
|
|
|
Kiker Wealth Management, LLC
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
PAVE - Global X Funds - Global X U.S. Infrastructure Development ETF
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
Advanced Series Trust - Ast Advanced Strategies Portfolio
|
|
|
|
|
|
PEPS - Morgan Stanley ETF Trust - Parametric Equity Plus ETF
|
|
|
|
|
|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
|
|
|
|
|
Elefante Mark B
|
|
|
|
|
|
GAGVX - GOLDMAN SACHS TRUST - Goldman Sachs Blue Chip Fund Class A
|
|
|
|
|
|
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
|
|
|
|
|
AlphaCore Capital LLC
|
|
|
|
|
|
Waters Parkerson & Co., Llc
|
|
|
|
|
|
Norinchukin Bank, The
|
|
|
|
|
|
Aspect Partners, LLC
|
|
|
|
|
|
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund
|
|
|
|
|
|
Adage Capital Partners Gp, L.l.c.
|
|
|
|
|
|
GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF
|
|
|
|
|
|
PRGFX - T. Rowe Price Growth Stock Fund, Inc. - T. Rowe Price Growth Stock Fund, Inc.
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
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|
Nicholas Company, Inc.
|
|
|
|
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|
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3
|
|
|
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|
|
Barclays Plc
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
Patton Fund Management, Inc.
|
|
|
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|
|
Wolverine Asset Management Llc
|
|
|
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|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
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|
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|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
Congress Wealth Management LLC / DE /
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
Clough Global Equity Fund
|
|
|
|
|
|
Allianzgi Equity & Convertible Income Fund
|
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|
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|
Ostrum Asset Management
|
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|
State of Alaska, Department of Revenue
|
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|
Lansdowne Partners (uk) Llp
|
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GCBLX - GREEN CENTURY FUNDS - GREEN CENTURY BALANCED FUND Individual Investor Class
|
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|
Pallas Capital Advisors LLC
|
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|
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Resources Management Corp /ct/ /adv
|
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HLMGX - HARDING LOEVNER FUNDS INC - Harding Loevner Global Equity Portfolio Advisor
|
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|
Central Pacific Bank - Trust Division
|
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|
United Asset Strategies, Inc.
|
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Kickstand Ventures, Llc.
|
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Holocene Advisors, LP
|
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PENN SERIES FUNDS INC - Index 500 Fund
|
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|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
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|
Forum Financial Management, LP
|
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|
Quantbot Technologies LP
|
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|
Hoese & Co LLP
|
|
|
|
|
|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
NBRVX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Mid Cap Intrinsic Value Fund Investor Class
|
|
|
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|
|
CI Private Wealth, LLC
|
|
|
|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
|
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|
First American Trust, Fsb
|
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|
|
STCIX - VIRTUS ASSET TRUST - Virtus Silvant Large-Cap Growth Stock Fund Class A
|
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|
|
|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
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|
|
|
|
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
|
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|
North Star Investment Management Corp.
|
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Kayne Anderson Rudnick Investment Management Llc
|
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Arrowstreet Capital, Limited Partnership
|
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|
LVPIX - Profunds - Large-cap Value Profund Investor Class
|
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|
Multi-strategy Growth & Income Fund
|
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|
State of Tennessee, Treasury Department
|
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Structured Mid-Cap Growth Fund Standard Class
|
|
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|
Financial Engines Advisors L.L.C.
|
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|
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a)
|
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|
Wellington Shields & Co., LLC
|
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|
Robeco Institutional Asset Management B.V.
|
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|
ITEAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Equity Income Portfolio Class ADV
|
|
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|
Cornerstone Planning Group LLC
|
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|
Ellenbecker Investment Group
|
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Sittner & Nelson, Llc
|
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Addison Advisors LLC
|
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Profunds - Profund Vp Ultrabull
|
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Northwestern Mutual Investment Management Company, Llc
|
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KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
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|
Tempus Wealth Planning, LLC
|
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|
Kwmg, Llc
|
|
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|
GeoWealth Management, LLC
|
|
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|
Ameritas Investment Partners, Inc.
|
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|
Pacifica Partners Inc.
|
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|
Ameriflex Group, Inc.
|
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|
Shelton Capital Management
|
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|
Colonial Trust Co / SC
|
|
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|
Ameriprise Financial Inc
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
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|
|
|
|
Founders Financial Securities Llc
|
|
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|
Credit Agricole S A
|
|
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|
FGRTX - FIDELITY HASTINGS STREET TRUST - Fidelity Mega Cap Stock Fund
|
|
|
|
|
|
Equitable Holdings, Inc.
|
|
|
|
|
|
Signal Advisors Wealth, LLC
|
|
|
|
|
|
Maple Capital Management, Inc.
|
|
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|
TigerOak Management, L.L.C.
|
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|
Oakworth Capital, Inc.
|
|
|
|
|
|
Citizens National Bank Trust Department
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
|
|
|
|
|
MNHCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Maximum Term Series Class L
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
Delta Asset Management Llc/tn
|
|
|
|
|
|
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Equity Income Portfolio
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A
|
|
|
|
|
|
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
|
|
|
|
|
Nations Financial Group Inc, /ia/ /adv
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
|
|
|
|
|
|
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A
|
|
|
|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
Western Wealth Management, LLC
|
|
|
|
|
|
AASCX - THRIVENT MUTUAL FUNDS - Thrivent Mid Cap Stock Fund Class A
|
|
|
|
|
|
Birmingham Capital Management Co Inc/al
|
|
|
|
|
|
Essex Investment Management Co Llc
|
|
|
|
|
|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
|
|
|
Globeflex Capital L P
|
|
|
|
|
|
BOCHK Asset Management Ltd
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
|
|
|
|
|
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Global Responsibility Equity Fund Class A
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
|
|
|
|
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
|
|
|
|
|
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class
|
|
|
|
|
|
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
|
|
|
|
|
|
PRDMX - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc.
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
Gitterman Wealth Management, LLC
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
City Holding Co
|
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
|
Gradient Investments LLC
|
|
|
|
|
|
Diligent Investors, LLC
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
Marathon Strategic Advisors, LLC
|
|
|
|
|
|
Moors & Cabot, Inc.
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
National Asset Management, Inc.
|
|
|
|
|
|
Trifecta Capital Advisors, LLC
|
|
|
|
|
|
TDVG - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Dividend Growth ETF
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
Brevan Howard Capital Management LP
|
|
|
|
|
|
Capstone Investment Advisors, Llc
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
ABLE Financial Group, LLC
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
Nuveen S&p 500 Buywrite Income Fund
|
|
|
|
|
|
Bayforest Capital Ltd
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Levin Large Cap Value VP Service
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
Arlington Trust Co LLC
|
|
|
|
|
|
Verus Capital Partners, Llc
|
|
|
|
|
|
TPHD - TIMOTHY PLAN - Timothy Plan High Dividend Stock ETF
|
|
|
|
|
|
Guyasuta Investment Advisors Inc
|
|
|
|
|
|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
|
|
|
|
Grandfield & Dodd, Llc
|
|
|
|
|
|
Mirabella Financial Services Llp
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
LGT Group Foundation
|
|
|
|
|
|
Parsons Capital Management Inc/ri
|
|
|
|
|
|
MGNDX - PRAXIS MUTUAL FUNDS - Praxis Growth Index Fund Class A
|
|
|
|
|
|
Fuller & Thaler Asset Management, Inc.
|
|
|
|
|
|
FMDGX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Growth Index Fund
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
Worldquant Millennium Advisors Llc
|
|
|
|
|
|
Quantitative Investment Management, LLC
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
|
|
|
|
Trueblood Wealth Management, LLC
|
|
|
|
|
|
TRFM - ETF Series Solutions - AAM Transformers ETF
|
|
|
|
|
|
Valley National Advisers Inc
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
Axxcess Wealth Management, Llc
|
|
|
|
|
|
ISAM Funds (UK) Ltd
|
|
|
|
|
|
CRTC - DBX ETF TRUST - Xtrackers US National Critical Technologies ETF
|
|
|
|
|
|
Capital Advisors Inc/ok
|
|
|
|
|
|
NMUAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Multi-Cap Opportunities Fund Class A
|
|
|
|
|
|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
Alaethes Wealth LLC
|
|
|
|
|
|
Howe & Rusling Inc
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
Signature Resources Capital Management, LLC
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
DIVL - Madison ETFs Trust - Madison Dividend Value ETF
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
DMG Group, LLC
|
|
|
|
|
|
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
|
|
|
|
|
|
Resona Asset Management Co.,Ltd.
|
|
|
|
|
|
Drake & Associates, LLC
|
|
|
|
|
|
Gateway Investment Advisers Llc
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Mid Cap Managed Volatility Fund Standard Class
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
|
|
|
|
Great Lakes Advisors, Llc
|
|
|
|
|
|
Strategies Wealth Advisors, LLC
|
|
|
|
|
|
Armstrong Advisory Group, Inc
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
|
|
|
|
|
Oliver Lagore Vanvalin Investment Group
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
|
|
|
|
|
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
FIL Ltd
|
|
|
|
|
|
NUDV - Nushares ETF Trust - Nuveen ESG Dividend ETF
|
|
|
|
|
|
Warther Private Wealth, LLC
|
|
|
|
|
|
Roberts Wealth Advisors, LLC
|
|
|
|
|
|
Banque de Luxembourg S.A.
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
Coppell Advisory Solutions LLC
|
|
|
|
|
|
Fmb Wealth Management
|
|
|
|
|
|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
|
|
|
|
Game Plan Financial Advisors, LLC
|
|
|
|
|
|
Watershed Private Wealth Llc
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
Saturna Capital CORP
|
|
|
|
|
|
Cito Capital Group, LLC
|
|
|
|
|
|
First United Bank Trust/
|
|
|
|
|
|
Patrick M Sweeney & Associates, Inc
|
|
|
|
|
|
Smith Group Asset Management, LLC
|
|
|
|
|
|
Siemens Fonds Invest GmbH
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund
|
|
|
|
|
|
NewEdge Wealth, LLC
|
|
|
|
|
|
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
|
|
|
|
|
|
Victory Variable Insurance Funds II - Victory Pioneer Equity Income VCT Portfolio Class I
|
|
|
|
|
|
Essex Financial Services, Inc.
|
|
|
|
|
|
CIPMX - Advisors' Inner Circle Fund II - CHAMPLAIN MID CAP FUND ADVISOR SHARES
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
|
|
|
|
|
BigSur Wealth Management LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A
|
|
|
|
|
|
SilverOak Wealth Management LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
DJE Kapital AG
|
|
|
|
|
|
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
|
|
|
|
|
Whitener Capital Management, Inc.
|
|
|
|
|
|
Knollwood Investment Advisory, LLC
|
|
|
|
|
|
EUSM - Strategy Shares - Eventide US Market ETF
|
|
|
|
|
|
Fayez Sarofim & Co
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
La Banque Postale Asset Management SA
|
|
|
|
|
|
Forte Capital Llc /adv
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
|
|
|
|
|
Tokio Marine Asset Management Co Ltd
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
Confluence Wealth Services, Inc.
|
|
|
|
|
|
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
ALTFX - AB SUSTAINABLE GLOBAL THEMATIC FUND, INC. - AB SUSTAINABLE GLOBAL THEMATIC FUND, INC. Class A
|
|
|
|
|
|
Venture Visionary Partners LLC
|
|
|
|
|
|
Banco Santander, S.A.
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Equity Fund Series I
|
|
|
|
|
|
IETC - iShares U.S. ETF Trust - iShares Evolved U.S. Technology ETF
|
|
|
|
|
|
Delos Wealth Advisors, LLC
|
|
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Cyndeo Wealth Partners, LLC
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Vident Advisory, LLC
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|
STMGX - AMERICAN BEACON FUNDS - American Beacon Stephens Mid-Cap Growth Fund Investor Class
|
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|
Chemung Canal Trust Co
|
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|
Riggs Asset Managment Co. Inc.
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Smithbridge Asset Management Inc/de
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Stance Capital Llc
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Rossmore Private Capital
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Montag A & Associates Inc
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Stephens Inc /ar/
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Stokes Family Office, LLC
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Prime Capital Investment Advisors, LLC
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Versant Capital Management, Inc
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Hoge Financial Services, Llc
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Vise Technologies, Inc.
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Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
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|
Los Angeles Capital Management Llc
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|
PEQIX - PIONEER EQUITY INCOME FUND - Pioneer Equity Income Fund : Class A
|
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|
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A
|
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NEOS Investment Management LLC
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DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
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|
Neuberger Berman Group LLC
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Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
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Atticus Wealth Management, Llc
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GSLIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Fund Institutional
|
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LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
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Parvin Asset Management, LLC
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TEQI - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Equity Income ETF
|
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Advisor Group Holdings, Inc.
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JHJIX - JOHN HANCOCK INVESTMENT TRUST - John Hancock ESG Large Cap Core Fund Class I
|
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Advantage Trust Co
|
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SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1
|
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|
Bruce G. Allen Investments, LLC
|
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Smartleaf Asset Management LLC
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ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
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THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
|
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|
Advisors Capital Management, LLC
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Night Squared LP
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UMA Financial Services, Inc.
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Peapack Gladstone Financial Corp
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JMID - Janus Detroit Street Trust - Janus Henderson Mid Cap Growth Alpha ETF
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CFAGX - COMMERCE FUNDS - The MidCap Growth Fund Shares
|
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|
Sawyer & Company, Inc
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Connable Office Inc
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MML SERIES INVESTMENT FUND - MML Equity Income Fund Initial Class
|
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|
EverSource Wealth Advisors, LLC
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New England Capital Financial Advisors LLC
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Gamco Investors, Inc. Et Al
|
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Asset Dedication, LLC
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Magnetar Financial LLC
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CBIZ Investment Advisory Services, LLC
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Boyd Watterson Asset Management Llc/oh
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Bank Of America Corp /de/
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PPQMX - PRINCIPAL FUNDS, INC. - MidCap Growth Fund III R-3
|
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Triangle Securities Wealth Management
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FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
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Stratos Wealth Advisors, LLC
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EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
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|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
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|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
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|
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio
|
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|
Brinker Capital Investments, LLC
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Fragasso Group Inc.
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FGRIX - FIDELITY SECURITIES FUND - Fidelity Growth & Income Portfolio
|
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Isthmus Partners, Llc
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Volterra Technologies LP
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Guggenheim Capital Llc
|
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Rialto Wealth Management, LLC
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Mattson Financial Services, LLC
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|
Allianzgi Diversified Income & Convertible Fund
|
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|
IHT Wealth Management, LLC
|
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|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
|
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|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
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|
Cullinan Associates Inc
|
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|
Signature Estate & Investment Advisors Llc
|
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MetLife Investment Management, LLC
|
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|
International Assets Investment Management, Llc
|
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|
V-Square Quantitative Management LLC
|
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|
West Wealth Group, LLC
|
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|
Burney Co/
|
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|
Bridgewater Associates, LP
|
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|
Davis-rea Ltd.
|
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|
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund
|
|
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|
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|
Connor, Clark & Lunn Investment Management Ltd.
|
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|
Proficio Capital Partners LLC
|
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|
Summit X, LLC
|
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|
Sompo Japan Nipponkoa Asset Management Co.,ltd.
|
|
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|
Dai-Ichi Life Insurance Company, Ltd
|
|
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|
|
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund
|
|
|
|
|
|
Catalyst Capital Advisors LLC
|
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|
|
|
|
FLV - AMERICAN CENTURY ETF TRUST - American Century Focused Large Cap Value ETF
|
|
|
|
|
|
JNL SERIES TRUST - JNL/AB Sustainable Global Thematic Fund (I)
|
|
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|
|
Simplex Trading, Llc
|
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|
|
|
MAPOX - TRUST FOR PROFESSIONAL MANAGERS - Mairs & Power Balanced Fund
|
|
|
|
|
|
Fortitude Advisory Group L.L.C.
|
|
|
|
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|
Bishop & Co Investment Management, LLC
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
Retirement Systems of Alabama
|
|
|
|
|
|
PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class
|
|
|
|
|
|
WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
|
|
|
|
|
Courier Capital Llc
|
|
|
|
|
|
OALVX - Optimum Fund Trust - Optimum Large Cap Value Fund Class A
|
|
|
|
|
|
Eventide Asset Management, Llc
|
|
|
|
|
|
Chicago Partners Investment Group LLC
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - Dividend Growth Portfolio Class I
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
Banque Pictet & Cie Sa
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
Interval Partners, LP
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
Clear Street Markets Llc
|
|
|
|
|
|
Beaton Management Co. Inc.
|
|
|
|
|
|
Accredited Wealth Management, LLC
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
RMDAX - ALLIANZ FUNDS - AllianzGI Mid-Cap Fund A
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Vontobel Holding Ltd.
|
|
|
|
|
|
Bradley Foster & Sargent Inc/ct
|
|
|
|
|
|
AVMC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Equity ETF
|
|
|
|
|
|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
|
|
|
|
|
ULTRA SERIES FUND - Large Cap Value Fund Class I
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
Crescent Grove Advisors, LLC
|
|
|
|
|
|
Hall Laurie J Trustee
|
|
|
|
|
|
VMVIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Value Index Fund Investor Shares
|
|
|
|
|
|
Marshall Wace, Llp
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
M. Kraus & Co
|
|
|
|
|
|
Rockland Trust Co
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
Financial Gravity Companies, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
Assenagon Asset Management S.A.
|
|
|
|
|
|
SUGYX - Victory Portfolios IV - Victory Pioneer Global Growth Fund Class Y
|
|
|
|
|
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
Korea Investment CORP
|
|
|
|
|
|
Advisor OS, LLC
|
|
|
|
|
|
SHRT - Tidal ETF Trust - Gotham Short Strategies ETF
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
Grange Capital, LLC
|
|
|
|
|
|
HIBL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) High Beta Bull 3X Shares
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
JAEEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Equity Income Trust NAV
|
|
|
|
|
|
Entropy Technologies, LP
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
Weatherly Asset Management L. P.
|
|
|
|
|
|
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A
|
|
|
|
|
|
TILCX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Value Fund
|
|
|
|
|
|
Welch Capital Partners Llc/ny
|
|
|
|
|
|
GCAEX - Gabelli Equity Series Funds Inc - The Gabelli Equity Income Fund Class A
|
|
|
|
|
|
Coastline Trust Co
|
|
|
|
|
|
SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF
|
|
|
|
|
|
THMZ - Lazard Active ETF Trust - Lazard Equity Megatrends ETF
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
Crowley Wealth Management, Inc.
|
|
|
|
|
|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
|
|
|
|
|
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
PSET - Principal Exchange-Traded Funds - Principal Price Setters Index ETF
|
|
|
|
|
|
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
|
|
|
|
|
|
COMMERCE FUNDS - The MidCap Value Fund Shares
|
|
|
|
|
|
Kidder Stephen W
|
|
|
|
|
|
Stevens Capital Management Lp
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
EMAAX - Gabelli 787 Fund, Inc. - Enterprise Mergers and Acquisitions Fund Class A
|
|
|
|
|
|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Growth Opportunities Fund Service
|
|
|
|
|
|
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A
|
|
|
|
|
|
Czech National Bank
|
|
|
|
|
|
Brighthouse Funds Trust II - T.Rowe Price Large Cap Growth Portfolio Class A
|
|
|
|
|
|
Tax-managed Growth Portfolio - Tax-managed Growth Portfolio
|
|
|
|
|
|
Patron Partners Advisors, Llc
|
|
|
|
|
|
Wolff Wiese Magana Llc
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
VestGen Advisors, LLC
|
|
|
|
|
|
LZUOX - LAZARD FUNDS INC - Lazard US Equity Focus Portfolio Open Shares
|
|
|
|
|
|
PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A
|
|
|
|
|
|
Turtle Creek Wealth Advisors, LLC
|
|
|
|
|
|
Heritage Wealth Partners, LLC
|
|
|
|
|
|
Ruggaard & Associates LLC
|
|
|
|
|
|
Cahill Financial Advisors Inc
|
|
|
|
|
|
Boston Private Wealth Llc
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
Eagle Wealth Strategies Llc
|
|
|
|
|
|
Keel Point, LLC
|
|
|
|
|
|
IBOT - VanEck ETF Trust - VanEck Robotics ETF
|
|
|
|
|
|
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A
|
|
|
|
|
|
Independence Bank of Kentucky
|
|
|
|
|
|
111 Capital
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
Burke & Herbert Bank & Trust Co
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
Dempze Nancy E
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A
|
|
|
|
|
|
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
|
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
|
|
|
|
|
|
Ceredex Value Advisors LLC
|
|
|
|
|
|
Westfield Capital Management Co Lp
|
|
|
|
|
|
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
Connective Portfolio Management, LLC
|
|
|
|
|
|
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
WealthPLAN Partners, LLC
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
|
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
|
|
|
|
|
Citizens Financial Group Inc/ri
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional
|
|
|
|
|
|
HVAC - AdvisorShares Trust - AdvisorShares HVAC and Industrials ETF
|
|
|
|
|
|
AdvisorShares Investments LLC
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
Connecticut Wealth Management, LLC
|
|
|
|
|
|
TCG Advisory Services, LLC
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
Silvercrest Asset Management Group Llc
|
|
|
|
|
|
MXLGX - GREAT-WEST FUNDS INC - Great-West Large Cap Growth Fund Investor Class
|
|
|
|
|
|
Putnam Fl Investment Management Co
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
FEAC - FIDELITY COVINGTON TRUST - Fidelity Enhanced U.S. All-Cap Equity ETF
|
|
|
|
|
|
Nova Wealth Management, Inc.
|
|
|
|
|
|
National Pension Service
|
|
|
|
|
|
Capital Investment Advisory Services, LLC
|
|
|
|
|
|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
|
|
|
|
|
Great Waters Wealth Management
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
|
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|
Heritage Trust Co
|
|
|
|
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|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
|
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|
Kestra Private Wealth Services, Llc
|
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|
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|
Mercer Global Advisors Inc /adv
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|
Bnp Paribas Arbitrage, Sa
|
|
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|
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
|
|
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|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
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|
Parallel Advisors, LLC
|
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|
Maryland Capital Advisors Inc.
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FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
|
|
|
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|
Parkwoods Wealth Partners, LLC
|
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|
Creative Financial Designs Inc /adv
|
|
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|
Cannon Financial Strategists, Inc.
|
|
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|
Mairs & Power Inc
|
|
|
|
|
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JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF
|
|
|
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IMCG - iSHARES TRUST - iShares Morningstar Mid-Cap Growth ETF
|
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
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Sumitomo Mitsui Trust Holdings, Inc.
|
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Warren Averett Asset Management, LLC
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Cullen/frost Bankers, Inc.
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Jefferies Financial Group Inc.
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Gouws Capital LLC
|
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THRIVENT SERIES FUND INC - Thrivent Mid Cap Stock Portfolio Class A
|
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|
Mirae Asset Global Investments Co., Ltd.
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Charles Schwab Investment Management Inc
|
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Centric Wealth Management
|
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SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
|
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|
Alliancebernstein L.p.
|
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Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
|
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McGuire Investment Group, LLC
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Foster Dykema Cabot & Partners, Llc
|
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JHDV - John Hancock Exchange-Traded Fund Trust - John Hancock U.S. High Dividend ETF
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P
|
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Interchange Capital Partners, LLC
|
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Credential Securities Inc.
|
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BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
|
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Battery Global Advisors, LLC
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MONECO Advisors, LLC
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Talbot Financial, LLC
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VCULX - VALIC Co I - Growth Fund
|
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IGMAX - Voya PARTNERS INC - VY(R) Invesco Oppenheimer Global Portfolio Class ADV
|
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DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
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AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
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AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Thematic Growth Portfolio Class A
|
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HHM Wealth Advisors, LLC
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Jackson, Grant Investment Advisers, Inc.
|
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Foguth Wealth Management, LLC.
|
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VANGUARD VARIABLE INSURANCE FUNDS - Diversified Value Portfolio
|
|
|
|
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|
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
|
|
|
|
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|
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class
|
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PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund
|
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|
Madison Covered Call & Equity Strategy Fund
|
|
|
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|
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I
|
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|
Tsfg, Llc
|
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ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
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|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
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|
Cabot Wealth Management Inc
|
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SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
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|
Pictet & Cie (Europe) SA
|
|
|
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|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
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|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
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|
One Capital Management, LLC
|
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Marietta Investment Partners Llc
|
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USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
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|
Quantum Private Wealth, LLC
|
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|
Hilltop Holdings Inc.
|
|
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|
Treasurer of the State of North Carolina
|
|
|
|
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|
FGSAX - FEDERATED EQUITY FUNDS - Federated MDT Mid Cap Growth Fund Class A Shares
|
|
|
|
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|
Pinnacle Wealth Planning Services, Inc.
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
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|
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|
D. E. Shaw & Co., Inc.
|
|
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|
Charter Trust Co
|
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|
Allianz Se
|
|
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|
SG Americas Securities, LLC
|
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SMIPX - SARATOGA ADVANTAGE TRUST - Mid Capitalization Portfolio - Class I
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
|
|
|
|
|
|
FineMark National Bank & Trust
|
|
|
|
|
|
Washington Trust Bank
|
|
|
|
|
|
Chevy Chase Trust Holdings, Inc.
|
|
|
|
|
|
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund
|
|
|
|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
Total Investment Management Inc
|
|
|
|
|
|
LeClair Wealth Partners LLC
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
Puzo Michael J
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
VAGVX - VANGUARD WHITEHALL FUNDS - Vanguard Advice Select Global Value Fund Admiral Shares
|
|
|
|
|
|
Candriam Luxembourg S.C.A.
|
|
|
|
|
|
FWD - AB Active ETFs, Inc. - AB Disruptors ETF
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
Crestwood Advisors Group LLC
|
|
|
|
|
|
Breakwater Investment Management
|
|
|
|
|
|
Clarius Group, LLC
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
Summit Financial, LLC
|
|
|
|
|
|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
|
|
|
|
1776 Wealth LLC
|
|
|
|
|
|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
STXG - EA Series Trust - Strive 1000 Growth ETF
|
|
|
|
|
|
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
NorthCrest Asset Manangement, LLC
|
|
|
|
|
|
Legend Financial Advisors, Inc.
|
|
|
|
|
|
Frazier Financial Advisors, LLC
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
|
|
|
|
|
|
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
|
|
|
|
|
Wealthcare Advisory Partners LLC
|
|
|
|
|
|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
|
|
|
Cape Investment Advisory, Inc.
|
|
|
|
|
|
ABN AMRO Bank N.V.
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
Benedict Financial Advisors Inc
|
|
|
|
|
|
TMDIX - AMG FUNDS - AMG TimesSquare Mid Cap Growth Fund Class Z
|
|
|
|
|
|
Tocqueville Asset Management L.p.
|
|
|
|
|
|
Empower Advisory Group, LLC
|
|
|
|
|
|
Victory Variable Insurance Funds II - Victory Pioneer Mid Cap Value VCT Portfolio Class I
|
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
PWS - Pacer Funds Trust - Pacer WealthShield ETF
|
|
|
|
|
|
Hartford Investment Management Co
|
|
|
|
|
|
WBIL - Absolute Shares Trust - WBI BullBear Quality 3000 ETF
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
Pacer Advisors, Inc.
|
|
|
|
|
|
Old Point Trust & Financial Services N A
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
Trexquant Investment LP
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
|
|
|
|
|
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
|
|
|
|
Lecap Asset Management Ltd
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
L & S Advisors Inc
|
|
|
|
|
|
Nissay Asset Management Corp /japan/ /adv
|
|
|
|
|
|
SAMVX - VIRTUS ASSET TRUST - Virtus Ceredex Mid-Cap Value Equity Fund Class A
|
|
|
|
|
|
GAST - Gabelli ETFs Trust - Gabelli Automation ETF
|
|
|
|
|
|
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
|
|
|
|
|
GTTMX - GLENMEDE FUND INC - Quantitative U.S. Total Market Equity Portfolio
|
|
|
|
|
|
Jennison Associates Llc
|
|
|
|
|
|
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
|
|
|
|
|
TGRW - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Growth Stock ETF
|
|
|
|
|
|
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
Seven Mile Advisory
|
|
|
|
|
|
Richardson Financial Services Inc.
|
|
|
|
|
|
Azimuth Capital Investment Management LLC
|
|
|
|
|
|
Alecta Pensionsforsakring, Omsesidigt
|
|
|
|
|
|
Castle Rock Wealth Management, LLC
|
|
|
|
|
|
Cooksen Wealth, LLC
|
|
|
|
|
|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
|
|
|
|
|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
|
|
|
|
|
Claro Advisors LLC
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
1st Source Bank
|
|
|
|
|
|
Prudential Plc
|
|
|
|
|
|
Brown, Lisle/cummings, Inc.
|
|
|
|
|
|
Sapient Capital Llc
|
|
|
|
|
|
HIGJX - CARILLON SERIES TRUST - Carillon Eagle Growth & Income Fund Class I
|
|
|
|
|
|
Aegon Asset Management Uk Plc
|
|
|
|
|
|
Evermay Wealth Management Llc
|
|
|
|
|
|
FOWF - Pacer Funds Trust - Pacer Solactive Whitney Future of Warfare ETF
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
Certified Advisory Corp
|
|
|
|
|
|
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
Calamos ETF Trust - Calamos Antetokounmpo Global Sustainable Equities ETF
|
|
|
|
|
|
Campbell & CO Investment Adviser LLC
|
|
|
|
|
|
MPGFX - TRUST FOR PROFESSIONAL MANAGERS - Mairs & Power Growth Fund
|
|
|
|
|
|
QAACX - Federated MDT Series - Federated MDT All Cap Core Fund Class A Shares
|
|
|
|
|
|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
|
|
|
SZNE - Pacer Funds Trust - Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF
|
|
|
|
|
|
IMA Wealth, Inc.
|
|
|
|
|
|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
|
|
|
|
Birchbrook, Inc.
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
|
|
|
|
|
TPHE - TIMOTHY PLAN - Timothy Plan High Dividend Stock Enhanced ETF
|
|
|
|
|
|
First Citizens Bank & Trust Co
|
|
|
|
|
|
Navalign, LLC
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Fairscale Capital, LLC
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
|
|
|
|
|
Focus Financial Network, Inc.
|
|
|
|
|
|
AXMNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Mid Cap Multi-Style Fund Acclivity Mid Cap Multi-Style N Shares
|
|
|
|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
|
Eastern Bank
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
Primecap Management Co/ca/
|
|
|
|
|
|
Kelly Financial Services LLC
|
|
|
|
|
|
GSMCX - GOLDMAN SACHS TRUST - Goldman Sachs Mid Cap Value Fund Institutional
|
|
|
|
|
|
Spdr S&p 500 Etf Trust
|
|
|
|
|
|
MXEQX - GREAT-WEST FUNDS INC - Great-West Large Cap Value Fund Investor Class
|
|
|
|
|
|
Evelyn Partners Investment Management Services Ltd
|
|
|
|
|
|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
|
|
|
Marshall & Sullivan Inc /wa/
|
|
|
|
|
|
FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
|
|
|
|
|
|
Nemes Rush Group LLC
|
|
|
|
|
|
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
|
|
|
|
|
Royal London Asset Management Ltd
|
|
|
|
|
|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
|
|
|
Enterprise Bank & Trust Co
|
|
|
|
|
|
TPLE - TIMOTHY PLAN - Timothy Plan US Large/Mid Cap Core Enhanced ETF
|
|
|
|
|
|
Promus Capital, LLC
|
|
|
|
|
|
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
|
|
|
|
|
|
SWDSX - SCHWAB CAPITAL TRUST - Schwab Dividend Equity Fund
|
|
|
|
|
|
Sierra Ocean, Llc
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
TVAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Value ETF
|
|
|
|
|
|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio
|
|
|
|
|
|
1620 Investment Advisors, Inc.
|
|
|
|
|
|
Corient IA LLC
|
|
|
|
|
|
Colony Group, LLC
|
|
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|
|
|
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A
|
|
|
|
|
|
TGPEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Impact Equity Fund
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
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|
|
|
|
Cornerstone Wealth Group, LLC
|
|
|
|
|
|
Carnegie Capital Asset Management, LLC
|
|
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|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH
|
|
|
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|
|
Empirical Finance, LLC
|
|
|
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|
|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
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|
|
|
|
NSEIX - Nicholas Equity Income Fund, Inc. - Nicholas Equity Income Fund Inc Class I
|
|
|
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|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
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|
ABLD - TrimTabs ETF Trust - Donoghue Forlines Yield Enhanced Real Asset ETF
|
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|
|
|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
Private Management Group Inc
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
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|
|
BLPIX - Profunds - Bull Profund Investor Class
|
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|
Cornerstone Strategic Value Fund Inc
|
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Cedar Mountain Advisors, LLC
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SBI Securities Co., Ltd.
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First Pacific Financial
|
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Perigon Wealth Management, LLC
|
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BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund
|
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Alerus Financial Na
|
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|
LS Investment Advisors, LLC
|
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Cambiar Investors Llc
|
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MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
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|
Tyche Wealth Partners LLC
|
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|
Pure Financial Advisors, Inc.
|
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|
HFM Investment Advisors, LLC
|
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|
Bill Few Associates, Inc.
|
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IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF
|
|
|
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|
|
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF
|
|
|
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|
|
Quest Partners LLC
|
|
|
|
|
|
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Main Street All Cap Fund Class R6
|
|
|
|
|
|
VVJEX - Voya EQUITY TRUST - Voya VACS Series MCV Fund
|
|
|
|
|
|
SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund
|
|
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|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
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|
Kooman & Associates
|
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|
Gabelli Dividend & Income Trust
|
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|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
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|
Paragon Capital Management Ltd
|
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PCGRX - Victory Portfolios IV - Victory Pioneer Mid Cap Value Fund Class A
|
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|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
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|
GLOBALT Investments LLC / GA
|
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|
Fortitude Family Office, LLC
|
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|
LPL Financial LLC
|
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|
Aquatic Capital Management LLC
|
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Tradition Wealth Management, LLC
|
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MENAX - MADISON FUNDS - Madison Covered Call & Equity Income Fund Covered Call & Equity Income Fund Class A
|
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|
Breakwater Capital Group
|
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|
Aptus Capital Advisors, LLC
|
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Mizuho Securities Usa Llc
|
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Tompkins Financial Corp
|
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|
|
IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF
|
|
|
|
|
|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
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|
GALLX - GOLDMAN SACHS TRUST - Goldman Sachs Flexible Cap Fund Class A Shares
|
|
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|
Johnson Financial Group, Inc.
|
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|
J. Safra Sarasin Holding AG
|
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|
PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
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|
Morgan Stanley
|
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|
Crews Bank & Trust
|
|
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|
|
Tower Research Capital LLC (TRC)
|
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|
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
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|
|
|
|
Jain Global LLC
|
|
|
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|
|
Stephens Investment Management Group LLC
|
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ILESX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group U.S. Large Cap Equity Environmental and Social Values Fund
|
|
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|
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|
DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A
|
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|
|
Brown Brothers Harriman & Co
|
|
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|
|
|
IAG Wealth Partners, LLC
|
|
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|
|
Sachetta, LLC
|
|
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|
|
IDPIX - Profunds - Industrials Ultrasector Profund Investor Class
|
|
|
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|
|
MCF Advisors LLC
|
|
|
|
|
|
Great Valley Advisor Group, Inc.
|
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|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
DUSL - Direxion Shares ETF Trust - Direxion Daily Industrials Bull 3X Shares
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
IMC-Chicago, LLC
|
|
|
|
|
|
Acadian Asset Management Llc
|
|
|
|
|
|
SEIM - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Momentum Factor ETF
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
Trust Co Of Toledo Na /oh/
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
QDVSX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group ESG Stock Fund for Retirement Plans
|
|
|
|
|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
Mufg Securities Americas Inc.
|
|
|
|
|
|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
|
|
|
|
|
IGEAX - Voya PARTNERS INC - VY(R) T. Rowe Price Growth Equity Portfolio Class ADV
|
|
|
|
|
|
Searle & Co.
|
|
|
|
|
|
Nwam Llc
|
|
|
|
|
|
Aries Wealth Management
|
|
|
|
|
|
Cliftonlarsonallen Wealth Advisors, Llc
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
Shell Asset Management Co
|
|
|
|
|
|
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF
|
|
|
|
|
|
Milestone Asset Management, Llc
|
|
|
|
|
|
Childress Capital Advisors, Llc
|
|
|
|
|
|
Onefund, Llc
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
SPHB - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Beta ETF
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
|
|
|
Murphy & Mullick Capital Management Corp
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF
|
|
|
|
|
|
N.E.W. Advisory Services LLC
|
|
|
|
|
|
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
|
|
|
|
|
Baldwin Investment Management, LLC
|
|
|
|
|
|
GAM Holding AG
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
Howard Bailey Securities, Llc
|
|
|
|
|
|
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
Centerpoint Advisors, LLC
|
|
|
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
|
|
|
TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF
|
|
|
|
|
|
Davis R M Inc
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
Bridgefront Capital, LLC
|
|
|
|
|
|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
|
|
|
|
VCI Wealth Management LLC
|
|
|
|
|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
|
|
|
|
Pinnacle Associates Ltd
|
|
|
|
|
|
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
Mascoma Wealth Management LLC
|
|
|
|
|
|
USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
GLBIX - Managed Portfolio Series - Leuthold Global Fund Institutional Class
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA LARGE CAP VALUE SERIES
|
|
|
|
|
|
Securian Funds Trust - SFT T. Rowe Price Value Fund
|
|
|
|
|
|
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
Kinneret Advisory, LLC
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
Beaumont Asset Management, L.L.C.
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A
|
|
|
|
|
|
BOTT - Themes ETF Trust - Themes Robotics & Automation ETF
|
|
|
|
|
|
Keystone Investors Pte Ltd
|
|
|
|
|
|
Accel Wealth Management
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
Modera Wealth Management, LLC
|
|
|
|
|
|
UXI - PROSHARES TRUST - ProShares Ultra Industrials
|
|
|
|
|
|
QGI2Q - VARIABLE INSURANCE PRODUCTS FUND III - Growth & Income Portfolio Initial Class
|
|
|
|
|
|
Graypoint LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A
|
|
|
|
|
|
Seacrest Wealth Management, Llc
|
|
|
|
|
|
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
|
|
|
|
|
Garland Capital Management Inc
|
|
|
|
|
|
Boston Common Asset Management, LLC
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund
|
|
|
|
|
|
Wells Trecaso Financial Group, LLC
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
American National Bank
|
|
|
|
|
|
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
Aurora Private Wealth, Inc.
|
|
|
|
|
|
Vantage Point Financial LLC
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
DSHFX - Brinker Capital Destinations Trust - Destinations Shelter Fund Class I
|
|
|
|
|
|
MainStreet Investment Advisors LLC
|
|
|
|
|
|
Hemenway Trust Co LLC
|
|
|
|
|
|
PCEQX - Victory Portfolios IV - Victory Pioneer Equity Income Fund Class C
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
Monetta Financial Services Inc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Industrials Sector Fund (A)
|
|
|
|
|
|
Savvy Advisors, Inc.
|
|
|
|
|
|
Silvant Capital Management LLC
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
Gabelli Funds Llc
|
|
|
|
|
|
MAIMX - VICTORY PORTFOLIOS - Victory Integrity Mid-Cap Value Fund Class A
|
|
|
|
|
|
Tiaa Trust, National Association
|
|
|
|
|
|
WealthTrak Capital Management LLC
|
|
|
|
|
|
Knights of Columbus Asset Advisors LLC
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
Edgestream Partners, L.P.
|
|
|
|
|
|
Nia Impact Advisors, Llc
|
|
|
|
|
|
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund
|
|
|
|
|
|
Axa S.a.
|
|
|
|
|
|
Kornitzer Capital Management Inc /ks
|
|
|
|
|
|
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
TFPN - Tidal Trust II - Blueprint Chesapeake Multi-Asset Trend ETF
|
|
|
|
|
|
Freestone Grove Partners LP
|
|
|
|
|
|
HVEIX - Ultimus Managers Trust - HVIA Equity Fund Institutional Class
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
|
|
|
|
Wesbanco Bank Inc
|
|
|
|
|
|
S-Bank Fund Management Ltd
|
|
|
|
|
|
Motco
|
|
|
|
|
|
UniSuper Management Pty Ltd
|
|
|
|
|
|
ATGYX - CANTOR SELECT PORTFOLIOS TRUST - Cantor Fitzgerald Equity Opportunity Fund Institutional Class
|
|
|
|
|
|
XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF
|
|
|
|
|
|
VSM Wealth Advisory, LLC
|
|
|
|
|
|
Evercore Wealth Management, LLC
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
Occudo Quantitative Strategies Lp
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
Manning & Napier Advisors Llc
|
|
|
|
|
|
TEGAX - TOUCHSTONE STRATEGIC TRUST - Mid Cap Growth Fund Class A
|
|
|
|
|
|
Quarry LP
|
|
|
|
|
|
Mn Services Vermogensbeheer B.V.
|
|
|
|
|
|
Gabelli Equity Trust Inc
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
BKM Wealth Management, LLC
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF
|
|
|
|
|
|
Buckhead Capital Management Llc
|
|
|
|
|
|
CGAEX - CALVERT IMPACT FUND INC - Calvert Global Energy Solutions Fund Class A
|
|
|
|
|
|
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB
|
|
|
|
|
|
Victory Financial Group, Llc
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
Williams Jones Wealth Management, LLC.
|
|
|
|
|
|
Aviance Capital Partners, LLC
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Mid Cap Growth Portfolio Class A
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Fundamental Growth Fund Class II
|
|
|
|
|
|
Delaney Dennis R
|
|
|
|
|
|
Rodgers Brothers Inc.
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Neville Rodie & Shaw Inc
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Bay Harbor Wealth Management, LLC
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Annex Advisory Services, LLC
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DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
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Hara Capital LLC
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Rehmann Capital Advisory Group
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VWNFX - VANGUARD WINDSOR FUNDS - Vanguard Windsor II Fund Investor Shares
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WAYEX - Waycross Independent Trust - WAYCROSS LONG/SHORT EQUITY FUND
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UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
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Rogco, Lp
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EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
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SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
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Cresset Asset Management, LLC
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THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A
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NOIEX - Northern Funds - Northern Income Equity Fund
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Meiji Yasuda Asset Management Co Ltd.
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SEG Partners Long/Short Equity Fund
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Farmers & Merchants Trust Co of Long Beach
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Jump Financial, LLC
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Kestra Investment Management, LLC
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Assetmark, Inc
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Fifth Third Wealth Advisors LLC
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Boothbay Fund Management, Llc
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DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF
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DAACX - Adviser Managed Trust - Diversified Equity Fund
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Rsm Us Wealth Management Llc
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Daymark Wealth Partners, Llc
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Wealth Enhancement Advisory Services, Llc
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SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
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Spirepoint Private Client, Llc
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Robertson Stephens Wealth Management, LLC
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Two Sigma Investments, Lp
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O'Keefe Stevens Advisory, Inc.
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Supplemental Annuity Collective Trust of NJ
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USS Investment Management Ltd
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United Community Bank
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Catalytic Wealth RIA, LLC
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GGOIX - GOLDMAN SACHS TRUST - Goldman Sachs Growth Opportunities Fund Institutional
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HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
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Texas Capital Bank Wealth Management Services Inc
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Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares
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NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
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JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF
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Umb Bank N A/mo
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Strs Ohio
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Hughes Financial Services, LLC
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Gotham Asset Management, LLC
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State Board Of Administration Of Florida Retirement System
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ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
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Qube Research & Technologies Ltd
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Canada Pension Plan Investment Board
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Hudock, Inc.
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FIDU - FIDELITY COVINGTON TRUST - Fidelity MSCI Industrials Index ETF
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Wealthspire Advisors, LLC
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TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
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Welch & Forbes Llc
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Parallax Volatility Advisers, L.P.
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MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
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Eq Wealth Advisors, Llc
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Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
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VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio
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Sound Income Strategies, LLC
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JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
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Oak Thistle LLC
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APG Asset Management N.V.
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BlackRock, Inc.
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Capital Fund Management S.a.
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Sandy Spring Bank
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GHP Investment Advisors, Inc.
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DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
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DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF
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MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
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AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
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Pine Harbor Wealth Management, LLC
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MNDFX - MANNING & NAPIER FUND, INC. - Disciplined Value Series Class I
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NWF Advisory Services Inc.
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Penobscot Investment Management Company, Inc.
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SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
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FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund
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SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
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NJ State Employees Deferred Compensation Plan
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Alps Advisors Inc
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DAVPX - WILLIAMSBURG INVESTMENT TRUST - Davenport Core Fund
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2
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Ogorek Anthony Joseph /ny/ /adv
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Madison Asset Management, LLC
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Congress Asset Management Co /ma
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ProVise Management Group, LLC
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STXD - EA Series Trust - Strive 1000 Dividend Growth ETF
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Swedbank AB
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FourThought Financial Partners, LLC
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Paladin Advisory Group, LLC
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SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
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SSO - PROSHARES TRUST - ProShares Ultra S&P500
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PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
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PRAXIS FUNDS - Praxis Impact Large Cap Value ETF
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BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I
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PARNX - PARNASSUS FUNDS - Parnassus Fund Investor Shares
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FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
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Moran Wealth Management, LLC
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NLSAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Long Short Fund Class A
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Jnl Series Trust - Jnl/t. Rowe Price Established Growth Fund (a)
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Ballentine Partners, LLC
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