|
IEDI - iShares U.S. ETF Trust - iShares Evolved U.S. Discretionary Spending ETF
|
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|
Banque Cantonale Vaudoise
|
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|
|
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|
IMCG - iSHARES TRUST - iShares Morningstar Mid-Cap Growth ETF
|
|
|
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|
Rathbone Brothers plc
|
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|
FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A
|
|
|
|
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|
Anchor Investment Management, LLC
|
|
|
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|
Shell Asset Management Co
|
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NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K
|
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|
LRI Investments, LLC
|
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|
Cannon Global Investment Management, LLC
|
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Maryland State Retirement & Pension System
|
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Illinois Municipal Retirement Fund
|
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Dimensional Fund Advisors Lp
|
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|
EDENTREE ASSET MANAGEMENT Ltd
|
|
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BNY MELLON VARIABLE INVESTMENT FUND - Growth and Income Portfolio - Initial Shares
|
|
|
|
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|
Thompson Siegel & Walmsley Llc
|
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|
Victory Financial Group, Llc
|
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Vega Investment Solutions
|
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|
|
|
MEFAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid Cap Growth Fund Class A
|
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|
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio
|
|
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|
Socorro Asset Management LP
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|
Wetherby Asset Management Inc
|
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Rothschild Investment Llc
|
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QAMWEX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Mid-Cap Growth Portfolio
|
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|
|
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AUXAX - FORUM FUNDS - Auxier Focus Fund A Shares
|
|
|
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Thrivent Core Funds - Thrivent Core Low Volatility Equity Fund
|
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|
DUHP - Dimensional ETF Trust - Dimensional US High Profitability ETF
|
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Signaturefd, Llc
|
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|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB
|
|
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|
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|
Chesley Taft & Associates LLC
|
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|
|
|
|
PFGEX - PARNASSUS FUNDS - Parnassus Growth Equity Fund Investor Shares
|
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|
|
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
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PRBLX - PARNASSUS INCOME FUNDS - Parnassus Core Equity Fund Investor Shares
|
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|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
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|
AMANX - AMANA MUTUAL FUNDS TRUST - AMANA INCOME FUND Amana Income Fund Investor Shares
|
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|
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
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|
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|
|
Massachusetts Financial Services Co /ma/
|
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|
Ensign Peak Advisors, Inc
|
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|
Police & Firemen's Retirement System of New Jersey
|
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|
Covenant Partners, LLC
|
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BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
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|
Commerce Bank
|
|
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|
Brighthouse Funds Trust I - T. Rowe Price Mid Cap Growth Portfolio Class A
|
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|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Multi-Asset Growth Fund Class R6
|
|
|
|
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|
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A
|
|
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|
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|
DSTL - ETF Series Solutions - Distillate U.S. Fundamental Stability & Value ETF
|
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FUSIX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity International Fund
|
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|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
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SCS Capital Management LLC
|
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|
THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A
|
|
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|
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
|
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SUNAMERICA SERIES TRUST - SA Dogs of Wall Street Portfolio Class 1
|
|
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|
Alta Advisers Ltd
|
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LifeWealth Investments, LLC
|
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IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
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|
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P
|
|
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|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
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|
Balyasny Asset Management Llc
|
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|
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y
|
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|
ELCV - Strategy Shares - Eventide High Dividend ETF
|
|
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|
IMANX - ALLIED ASSET ADVISORS FUNDS - Iman Fund Class K
|
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Vancity Investment Management Ltd
|
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|
AMGAX - ALGER FUNDS - Alger MidCap Growth Fund Class A
|
|
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|
Envestnet Portfolio Solutions, Inc.
|
|
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|
Savant Capital, LLC
|
|
|
|
|
|
NULC - Nushares ETF Trust - Nuveen ESG Large-Cap ETF
|
|
|
|
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|
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
|
|
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|
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
|
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|
TD Waterhouse Canada Inc.
|
|
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|
|
Smartleaf Asset Management LLC
|
|
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|
Regions Financial Corp
|
|
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|
Vontobel Holding Ltd.
|
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|
Old Point Trust & Financial Services N A
|
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|
Price T Rowe Associates Inc /md/
|
|
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FEVAX - FIRST EAGLE FUNDS - First Eagle U.S. Value Fund Class A
|
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|
Manufacturers Life Insurance Company, The
|
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|
Lecap Asset Management Ltd
|
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|
Rhumbline Advisers
|
|
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|
FMIGX - FMI FUNDS INC - FMI Global Fund Institutional Class
|
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|
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|
RGLO - Russell Investments Exchange Traded Funds - Global Equity Active ETF
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
|
|
Sivia Capital Partners, LLC
|
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
|
Creekmur Asset Management LLC
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
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|
Comgest Global Investors S.a.s.
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class
|
|
|
|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
|
|
|
|
Hancock Whitney Corp
|
|
|
|
|
|
Carnegie Capital Asset Management, LLC
|
|
|
|
|
|
Two Sigma Advisers, Lp
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
Quarry LP
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
Manchester Global Management (UK) Ltd
|
|
|
|
|
|
MPITX - BNY MELLON FUNDS TRUST - BNY Mellon International Fund Class M Shares
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
FEDM - FlexShares Trust - FlexShares ESG & Climate Developed Markets ex-US Core Index Fund
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
SGENX - FIRST EAGLE FUNDS - First Eagle Global Fund Class A
|
|
|
|
|
|
OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund
|
|
|
|
|
|
Crow's Nest Holdings LP
|
|
|
|
|
|
Anchor Capital Advisors Llc
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
Mn Services Vermogensbeheer B.V.
|
|
|
|
|
|
Douglass Winthrop Advisors, LLC
|
|
|
|
|
|
Gilder Gagnon Howe & Co Llc
|
|
|
|
|
|
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF
|
|
|
|
|
|
Cna Financial Corp
|
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian International Value VIP Fund
|
|
|
|
|
|
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund
|
|
|
|
|
|
FIL Ltd
|
|
|
|
|
|
Jump Financial, LLC
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
ASR Vermogensbeheer N.V.
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
Rehmann Capital Advisory Group
|
|
|
|
|
|
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
Assenagon Asset Management S.A.
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
JTKRX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Global Thematic Opportunities Fund Class R6
|
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
|
SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F
|
|
|
|
|
|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Sava Infond d.o.o.
|
|
|
|
|
|
Aspire Private Capital, LLC
|
|
|
|
|
|
Fiera Capital Corp
|
|
|
|
|
|
AIGOX - ALGER PORTFOLIOS - Alger Growth & Income Portfolio Class I-2
|
|
|
|
|
|
BDIV - ETF Series Solutions - AAM BRENTVIEW DIVIDEND GROWTH ETF
|
|
|
|
|
|
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F
|
|
|
|
|
|
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
Checchi Capital Advisers, LLC
|
|
|
|
|
|
Kennedy Capital Management, Inc.
|
|
|
|
|
|
MNDFX - MANNING & NAPIER FUND, INC. - Disciplined Value Series Class I
|
|
|
|
|
|
Soroban Capital Partners LP
|
|
|
|
|
|
Stephenson National Bank & Trust
|
|
|
|
|
|
Canada Post Corp Registered Pension Plan
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
|
|
|
|
Brown Shipley& Co Ltd
|
|
|
|
|
|
Trexquant Investment LP
|
|
|
|
|
|
MCF Advisors LLC
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
|
|
Egerton Capital (UK) LLP
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
FBGRX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth Fund
|
|
|
|
|
|
Entropy Technologies, LP
|
|
|
|
|
|
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares
|
|
|
|
|
|
Norman Fields, Gottscho Capital Management, LLC
|
|
|
|
|
|
Naya Capital Management Uk Ltd
|
|
|
|
|
|
Sherbrooke Park Advisers Llc
|
|
|
|
|
|
Diamond Hill Capital Management Inc
|
|
|
|
|
|
TESIX - Franklin Mutual Series Funds - Franklin Mutual Shares Fund Class A
|
|
|
|
|
|
McElhenny Sheffield Capital Management, LLC
|
|
|
|
|
|
Foxhaven Asset Management, LP
|
|
|
|
|
|
MINVX - MADISON FUNDS - Madison Investors Fund Investors Fund Class Y
|
|
|
|
|
|
TISLX - TRANSAMERICA FUNDS - Transamerica International Sustainable Equity R6
|
|
|
|
|
|
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares
|
|
|
|
|
|
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A
|
|
|
|
|
|
PBMares Wealth Management LLC
|
|
|
|
|
|
JAENX - JANUS INVESTMENT FUND - Janus Henderson Enterprise Fund Class T
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
HBLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD BALANCED INCOME FUND Class A
|
|
|
|
|
|
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer International Growth Fund Class C
|
|
|
|
|
|
TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R
|
|
|
|
|
|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
|
|
|
|
Franklin Street Advisors Inc /nc
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
Gallagher Fiduciary Advisors, LLC
|
|
|
|
|
|
Brighthouse Funds Trust II - Brighthouse/Artisan Mid Cap Value Portfolio Class A
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
SPC Financial, Inc.
|
|
|
|
|
|
Fort Washington Investment Advisors Inc /oh/
|
|
|
|
|
|
MJT & Associates Financial Advisory Group, Inc.
|
|
|
|
|
|
Calamos Antetokounmpo Sustainable Equities Trust - Calamos Antetokounmpo Sustainable Equities Fund Class R6
|
|
|
|
|
|
OSEA - Harbor ETF Trust - Harbor International Compounders ETF
|
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
Giverny Capital Inc.
|
|
|
|
|
|
RBB FUND, INC. - Aquarius International Fund
|
|
|
|
|
|
Rivermont Capital Management LP
|
|
|
|
|
|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
|
|
|
|
|
DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Mid Cap Growth Fund Initial Class
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
Dai-Ichi Life Insurance Company, Ltd
|
|
|
|
|
|
Thompson Davis & Co., Inc.
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
First Bank & Trust
|
|
|
|
|
|
FMFMX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Equity Growth Fund
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund
|
|
|
|
|
|
Bares Capital Management, Inc.
|
|
|
|
|
|
Two Roads Shared Trust - LeaderSharesTM AlphaFactor(R) US Core Equity ETF
|
|
|
|
|
|
Clean Yield Group
|
|
|
|
|
|
Close Asset Management Ltd
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio
|
|
|
|
|
|
Holocene Advisors, LP
|
|
|
|
|
|
PHO - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Water Resources ETF
|
|
|
|
|
|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
|
|
|
|
|
FMIHX - FMI FUNDS INC - Large Cap Fund Investor Class
|
|
|
|
|
|
PNGAX - PUTNAM FUNDS TRUST - Putnam International Value Fund Class Y shares
|
|
|
|
|
|
Osterweis Capital Management Inc
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
Knights of Columbus Asset Advisors LLC
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
Mariner Investment Group Llc
|
|
|
|
|
|
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Global Responsibility Equity Fund Class A
|
|
|
|
|
|
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares
|
|
|
|
|
|
QAAHCX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Income Portfolio
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
Trillium Asset Management, Llc
|
|
|
|
|
|
Duff & Phelps Investment Management Co
|
|
|
|
|
|
Engineers Gate Manager LP
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1
|
|
|
|
|
|
V-Square Quantitative Management LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3
|
|
|
|
|
|
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
|
|
|
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|
Phoenix Holdings Ltd.
|
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|
Kinneret Advisory, LLC
|
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|
|
|
|
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
|
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|
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|
TIEUX - MORGAN STANLEY PATHWAY FUNDS - International Equity Fund
|
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|
|
Hughes Financial Services, LLC
|
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|
Geneos Wealth Management Inc.
|
|
|
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|
Squarepoint Ops LLC
|
|
|
|
|
|
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1
|
|
|
|
|
|
MMITX - Goldman Sachs Trust II - Multi-Manager International Equity Fund Class P Shares
|
|
|
|
|
|
MAI Capital Management
|
|
|
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|
Cromwell Holdings LLC
|
|
|
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|
FVDFX - FIDELITY PURITAN TRUST - Fidelity Value Discovery Fund
|
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|
|
|
|
Graypoint LLC
|
|
|
|
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|
Markel Corp
|
|
|
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|
PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund
|
|
|
|
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|
Pictet Asset Management Holding SA
|
|
|
|
|
|
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
|
|
|
|
|
|
TRVLX - T. Rowe Price Value Fund, Inc. - T. Rowe Price Value Fund, Inc.
|
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|
|
|
|
USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF
|
|
|
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|
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
|
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|
Jain Global LLC
|
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Forum Financial Management, LP
|
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SkyView Investment Advisors, LLC
|
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|
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Allocation Fund Class R
|
|
|
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|
IMA Wealth, Inc.
|
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|
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|
FXR - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Industrials/Producer Durables AlphaDEX Fund
|
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|
JAGRX - JANUS ASPEN SERIES - Janus Henderson Research Portfolio Service Shares
|
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|
Clifford Swan Investment Counsel Llc
|
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|
Hennessy Advisors Inc
|
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|
LMR Partners LLP
|
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|
D.a. Davidson & Co.
|
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|
|
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|
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB
|
|
|
|
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|
EUSM - Strategy Shares - Eventide US Market ETF
|
|
|
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|
FMIJX - FMI FUNDS INC - International Fund Investor Class
|
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Standard Life Aberdeen plc
|
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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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|
Commerzbank Aktiengesellschaft /fi
|
|
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|
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund
|
|
|
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BMPEX - FORUM FUNDS - Beck, Mack & Oliver Partners Fund
|
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ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
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|
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF
|
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|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
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|
Bank of New York Mellon Corp
|
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|
FDVAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Diversified International Fund Class A
|
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|
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|
Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a)
|
|
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|
Oppenheimer Asset Management Inc.
|
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|
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HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
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|
FOSFX - FIDELITY INVESTMENT TRUST - Fidelity Overseas Fund
|
|
|
|
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|
Carnegie Lake Advisors LLC
|
|
|
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|
|
IVGAX - Voya INVESTORS TRUST - VY(R) Invesco Growth and Income Portfolio Class ADV
|
|
|
|
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|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
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|
Northwestern Mutual Wealth Management Co
|
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|
Gabelli Funds Llc
|
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|
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund
|
|
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|
CHGX - Investment Managers Series Trust II - AXS Change Finance ESG ETF
|
|
|
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|
Nuveen, LLC
|
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|
Pathstone Holdings, LLC
|
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|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
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|
Carl P. Sherr & Co., LLC
|
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|
MPISX - BNY MELLON FUNDS TRUST - BNY Mellon Income Stock Fund Class M Shares
|
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|
GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A
|
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|
Commonwealth Equity Services, Llc
|
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|
Benjamin Edwards Inc
|
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|
California State Teachers Retirement System
|
|
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|
|
|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
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|
Millstone Evans Group, LLC
|
|
|
|
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|
GHP Investment Advisors, Inc.
|
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|
PORIX - Perpetual Americas Funds Trust - Trillium ESG Global Equity Fund Institutional Shares
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
USCGX - USAA MUTUAL FUNDS TRUST - Capital Growth Fund
|
|
|
|
|
|
FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund
|
|
|
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|
|
VANGUARD VARIABLE INSURANCE FUNDS - International Portfolio
|
|
|
|
|
|
Wesleyan Assurance Society
|
|
|
|
|
|
Quest 10 Wealth Builders, Inc.
|
|
|
|
|
|
FBCG - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Growth ETF
|
|
|
|
|
|
DURPX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. High Relative Profitability Portfolio Institutional Class
|
|
|
|
|
|
Mission Wealth Management, Lp
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
|
|
|
|
|
|
SYM FINANCIAL Corp
|
|
|
|
|
|
AMF Pensionsforsakring AB
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
Cary Street Partner Investment Advisory Llc
|
|
|
|
|
|
Baupost Group Llc/ma
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
Clear Street Markets Llc
|
|
|
|
|
|
Point72 Europe (London) LLP
|
|
|
|
|
|
PARMX - PARNASSUS FUNDS - Parnassus Mid Cap Fund Investor Shares
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
|
|
|
|
|
|
First Financial Bankshares Inc
|
|
|
|
|
|
Canada Pension Plan Investment Board
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
|
|
|
|
|
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
|
|
|
|
|
|
TBLU - Managed Portfolio Series - Tortoise Global Water ESG Fund
|
|
|
|
|
|
LGT Financial Advisors LLC
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
|
|
|
|
|
|
INYDX - Victory Portfolios IV - Victory Pioneer Disciplined Growth Fund Class Y
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
GEQIX - GLENMEDE FUND INC - Equity Income Portfolio
|
|
|
|
|
|
Bank of Marin
|
|
|
|
|
|
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
|
|
|
|
|
Kera Capital Partners, Inc.
|
|
|
|
|
|
R Squared Ltd
|
|
|
|
|
|
Zhang Financial LLC
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Equity Income Portfolio
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - Templeton NVIT International Value Fund Class I
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
Inspire Trust Co, N.a.
|
|
|
|
|
|
HQGO - Lattice Strategies Trust - Hartford US Quality Growth ETF
|
|
|
|
|
|
MMBUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I
|
|
|
|
|
|
Live Oak Private Wealth LLC
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
|
|
|
|
AQWA - Global X Funds - Global X Clean Water ETF
|
|
|
|
|
|
GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF
|
|
|
|
|
|
Southpoint Capital Advisors LP
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
RPGIX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Industrials Fund
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
Ridgewood Investments LLC
|
|
|
|
|
|
Skandinaviska Enskilda Banken AB (publ)
|
|
|
|
|
|
Pallas Capital Advisors LLC
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
Kieckhefer Group Llc
|
|
|
|
|
|
RISEX - DOMINI INVESTMENT TRUST - Domini International Opportunities Fund Investor Shares
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
UVALX - USAA MUTUAL FUNDS TRUST - Value Fund Shares
|
|
|
|
|
|
Mechanics Bank Trust Department
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
Lord, Abbett & Co. Llc
|
|
|
|
|
|
Mather Group, Llc.
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
Groupe la Francaise
|
|
|
|
|
|
ABLOX - ALGER PORTFOLIOS - Alger Balanced Portfolio Class I-2
|
|
|
|
|
|
Clio Asset Management LLC
|
|
|
|
|
|
E. Ohman J:or Asset Management AB
|
|
|
|
|
|
Sierra Ocean, Llc
|
|
|
|
|
|
Armor Advisors, L.l.c.
|
|
|
|
|
|
Dynamic Technology Lab Private Ltd
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
First Eagle Investment Management, LLC
|
|
|
|
|
|
Raiffeisen Bank International AG
|
|
|
|
|
|
Natural Investments, Llc
|
|
|
|
|
|
HighVista Strategies LLC
|
|
|
|
|
|
Martingale Asset Management L P
|
|
|
|
|
|
Resona Asset Management Co.,Ltd.
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P
|
|
|
|
|
|
Fisher Funds Management LTD
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Mutual Global Discovery Vip Fund Class 1
|
|
|
|
|
|
Mediolanum International Funds Ltd
|
|
|
|
|
|
Highland Capital Management, Llc
|
|
|
|
|
|
Kempen Capital Management N.v.
|
|
|
|
|
|
Transatlantique Private Wealth Llc
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
|
Altfest L J & Co Inc
|
|
|
|
|
|
Ostrum Asset Management
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
Auxier Asset Management
|
|
|
|
|
|
TIOIX - TIAA-CREF FUNDS - TIAA-CREF International Opportunities Fund Institutional Class
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
LIMAX - Total Fund Solution - Cromwell Tran Sustainable Focus Fund Investor Class Shares
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
Change Path, LLC
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
|
|
|
|
|
PharVision Advisers, LLC
|
|
|
|
|
|
VNEYX - Advisors' Inner Circle Fund II - Vontobel Global Environmental Change Fund Y Shares
|
|
|
|
|
|
AWSAX - AIM FUNDS GROUP (INVESCO FUNDS GROUP) - INVESCO Global Core Equity Fund Class A
|
|
|
|
|
|
MXEQX - GREAT-WEST FUNDS INC - Great-West Large Cap Value Fund Investor Class
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
|
|
KBIWX - Advisors' Inner Circle Fund III - KBI GLOBAL INVESTORS AQUARIUS FUND Institutional Shares
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Mutual Shares Vip Fund Class 1
|
|
|
|
|
|
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
|
|
|
|
|
|
MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
JAWWX - JANUS INVESTMENT FUND - Janus Henderson Global Research Fund Class T
|
|
|
|
|
|
PTL - Northern Lights Fund Trust IV - Inspire 500 ETF
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
JHJIX - JOHN HANCOCK INVESTMENT TRUST - John Hancock ESG Large Cap Core Fund Class I
|
|
|
|
|
|
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
Elo Mutual Pension Insurance Co
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
GPIGX - GPS Funds II - GuidePath(R) Growth and Income Fund
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A)
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
Verdence Capital Advisors LLC
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Large Cap Fundamental Growth VIP Fund
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
BSW Wealth Partners
|
|
|
|
|
|
Ruane, Cunniff & Goldfarb L.P.
|
|
|
|
|
|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
MECDX - MAINSTAY FUNDS TRUST - MainStay Epoch Capital Growth Fund Class A
|
|
|
|
|
|
Handelsbanken Fonder AB
|
|
|
|
|
|
River Road Asset Management, LLC
|
|
|
|
|
|
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class
|
|
|
|
|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
|
|
|
JCAVX - John Hancock Funds II - Capital Appreciation Value Fund Class NAV
|
|
|
|
|
|
CZAR - Themes ETF Trust - Themes Natural Monopoly ETF
|
|
|
|
|
|
PRFDX - T. Rowe Price Equity Income Fund, Inc. - T. Rowe Price Equity Income Fund
|
|
|
|
|
|
JIEMX - John Hancock Funds II - Equity Income Fund Class NAV
|
|
|
|
|
|
FNDF - SCHWAB STRATEGIC TRUST - Schwab Fundamental International Large Company Index ETF
|
|
|
|
|
|
SUPP - Engine No. 1 ETF Trust - Engine No. 1 Transform Supply Chain ETF
|
|
|
|
|
|
OSTVX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Strategic Investment Fund Investor Class
|
|
|
|
|
|
PIO - Invesco Exchange-Traded Fund Trust II - Invesco Global Water ETF
|
|
|
|
|
|
Whetstone Capital Advisors, LLC
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
NorthCrest Asset Manangement, LLC
|
|
|
|
|
|
PRAXIS FUNDS - Praxis Impact Large Cap Value ETF
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
FDIVX - FIDELITY INVESTMENT TRUST - Fidelity Diversified International Fund
|
|
|
|
|
|
FBCGX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth K6 Fund
|
|
|
|
|
|
Values First Advisors, Inc.
|
|
|
|
|
|
Intech Investment Management Llc
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
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|
USS Investment Management Ltd
|
|
|
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|
National Pension Service
|
|
|
|
|
|
Optiver Holding B.V.
|
|
|
|
|
|
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
|
|
|
|
|
|
VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
NEW YORK LIFE INVESTMENTS VP FUNDS TRUST - NYLI VP MFS Research Portfolio Service Class
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
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|
Nisa Investment Advisors, Llc
|
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|
Knollwood Investment Advisory, LLC
|
|
|
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|
Mayflower Financial Advisors, LLC
|
|
|
|
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|
RPMGX - T. Rowe Price Mid-Cap Growth Fund, Inc. - T. Rowe Price Mid-Cap Growth Fund, Inc.
|
|
|
|
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|
Berkshire Asset Management Llc/pa
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Mid Cap Growth Fund Class 3
|
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|
|
|
|
AOBLX - Pioneer Series Trust IV - Pioneer Balanced ESG Fund : Class A
|
|
|
|
|
|
Candriam Luxembourg S.C.A.
|
|
|
|
|
|
Findlay Park Partners LLP
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
GBCIX - Gabelli Dividend Growth Fund - The Gabelli Dividend Growth Fund Class I
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I
|
|
|
|
|
|
Plato Investment Management Ltd
|
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|
London & Capital Asset Management Ltd
|
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Dark Forest Capital Management Lp
|
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Janney Montgomery Scott LLC
|
|
|
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|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
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|
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
|
|
|
|
|
|
First Trust Advisors Lp
|
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|
|
|
|
Jnl Series Trust - Jnl Multi-manager Mid Cap Fund (a)
|
|
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|
|
|
DBOAX - BNY Mellon Investment Funds VI - BNY Mellon Balanced Opportunity Fund Class A
|
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|
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|
|
Maseco Llp
|
|
|
|
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|
Everence Capital Management Inc
|
|
|
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|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
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|
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|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
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|
STXV - EA Series Trust - Strive 1000 Value ETF
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
NXTV - Simplify Exchange Traded Funds - Simplify Next Intangible Value Index ETF
|
|
|
|
|
|
PMEGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Mid-Cap Equity Growth Fund
|
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|
|
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|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
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|
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
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|
|
Calamos Advisors LLC
|
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|
Ubs Asset Management Americas Inc
|
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|
MASFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Alternative Strategies Fund Institutional Class
|
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|
Wolf Group Capital Advisors
|
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|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I
|
|
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|
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF
|
|
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|
|
2Xideas AG
|
|
|
|
|
|
NXTI - Simplify Exchange Traded Funds - Simplify Next Intangible Core Index ETF
|
|
|
|
|
|
Lebenthal Global Advisors, LLC
|
|
|
|
|
|
Acadian Asset Management Llc
|
|
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|
SUNAMERICA SERIES TRUST - SA Putnam International Growth and Income Portfolio Class 1
|
|
|
|
|
|
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund
|
|
|
|
|
|
Atika Capital Management LLC
|
|
|
|
|
|
Fidelity Central Investment Portfolios LLC - Fidelity International Equity Central Fund
|
|
|
|
|
|
Virginia Retirement Systems Et Al
|
|
|
|
|
|
BKDV - BNY Mellon ETF Trust II - BNY Mellon Dynamic Value ETF
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
|
|
|
|
|
SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
Avalon Trust Co
|
|
|
|
|
|
CBIZ Investment Advisory Services, LLC
|
|
|
|
|
|
PRDMX - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc.
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Core Equity Portfolio Initial Class
|
|
|
|
|
|
Trust Co
|
|
|
|
|
|
Voya Infrastructure, Industrials & Materials Fund
|
|
|
|
|
|
FAVAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Value Fund Class A
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
Qsemble Capital Management, LP
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
CHTTX - AMG Funds IV - AMG Managers Fairpointe Mid Cap Fund CLASS N SHARES
|
|
|
|
|
|
Kornitzer Capital Management Inc /ks
|
|
|
|
|
|
TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R
|
|
|
|
|
|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
|
|
|
|
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
|
|
|
|
|
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF
|
|
|
|
|
|
Arrowstreet Capital, Limited Partnership
|
|
|
|
|
|
American National Bank
|
|
|
|
|
|
FNKLX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Value Discovery Fund
|
|
|
|
|
|
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
Seelaus Asset Management LLC
|
|
|
|
|
|
MVCAX - MFS SERIES TRUST XI - MFS Mid Cap Value Fund A
|
|
|
|
|
|
Capula Management Ltd
|
|
|
|
|
|
SUSA - iSHARES TRUST - iShares MSCI USA ESG Select ETF
|
|
|
|
|
|
Radnor Capital Management, LLC
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
|
|
|
|
|
Rnc Capital Management Llc
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
Clearbridge Investments, LLC
|
|
|
|
|
|
Global Endowment Management, LP
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
GMEZX - GuideStone Funds - Impact Equity Fund Investor
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
BEGIX - Sterling Capital Funds - Sterling Capital Equity Income Fund Institutional Class
|
|
|
|
|
|
McIlrath & Eck, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard Equity Income Fund (A)
|
|
|
|
|
|
QGRO - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Growth ETF
|
|
|
|
|
|
FAOAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Overseas Fund Class A
|
|
|
|
|
|
M&G Plc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Janus Enterprise Portfolio Class IB
|
|
|
|
|
|
Advanced Series Trust - Ast Advanced Strategies Portfolio
|
|
|
|
|
|
TEQI - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Equity Income ETF
|
|
|
|
|
|
FDCAX - FIDELITY CAPITAL TRUST - Fidelity Capital Appreciation Fund
|
|
|
|
|
|
Cynosure Management, Llc
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
|
|
|
|
Boston Partners
|
|
|
|
|
|
State of Wyoming
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL T. Rowe Price Capital Appreciation Fund Class 2
|
|
|
|
|
|
Nicolet Advisory Services, Llc
|
|
|
|
|
|
Beck Mack & Oliver Llc
|
|
|
|
|
|
MetLife Investment Management, LLC
|
|
|
|
|
|
PRCS - PARNASSUS INCOME FUNDS - Parnassus Core Select ETF
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Equity Income VIP Fund
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A
|
|
|
|
|
|
Silvercrest Asset Management Group Llc
|
|
|
|
|
|
English Capital Management Llc
|
|
|
|
|
|
TCAF - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Equity ETF
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
B. Metzler seel. Sohn & Co. AG
|
|
|
|
|
|
DIEAX - BNY MELLON STOCK FUNDS - BNY Mellon International Core Equity Fund Class A
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund
|
|
|
|
|
|
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
|
|
|
|
|
Boothbay Fund Management, Llc
|
|
|
|
|
|
Chicago Partners Investment Group LLC
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Global Growth and Income Fund Class 1
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A)
|
|
|
|
|
|
Manning & Napier Advisors Llc
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
Drive Wealth Management, Llc
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
CVSE - Morgan Stanley ETF Trust - Calvert US Select Equity ETF
|
|
|
|
|
|
Generali Asset Management SPA SGR
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
Atreides Management, LP
|
|
|
|
|
|
Deseret Mutual Benefit Administrators
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
FSOSX - FIDELITY INVESTMENT TRUST - Fidelity Series Overseas Fund
|
|
|
|
|
|
TVAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Value ETF
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
Twin Tree Management, LP
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
Essex Savings Bank
|
|
|
|
|
|
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3
|
|
|
|
|
|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
|
|
|
|
NWHNX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard International Equities Fund Institutional Service Class
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
Raleigh Capital Management Inc.
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
CFIPX - LEGG MASON PARTNERS EQUITY TRUST - QS Global Equity Fund Class A
|
|
|
|
|
|
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund
|
|
|
|
|
|
Cigna Investments Inc /new
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
BRUDX - MFS SERIES TRUST X - MFS Blended Research Value Equity Fund A
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class
|
|
|
|
|
|
Polymer Capital Management (US) LLC
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
TWBIX - American Century Mutual Funds, Inc. - Balanced Fund Investor Class
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF
|
|
|
|
|
|
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
|
|
|
|
|
|
Magnetar Financial LLC
|
|
|
|
|
|
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
|
|
|
|
|
|
Inceptionr Llc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
|
|
|
|
Pembroke Management, LTD
|
|
|
|
|
|
ETLNX - MUTUAL FUND SERIES TRUST - Eventide Large Cap Focus Fund Class N
|
|
|
|
|
|
Triad Wealth Partners, LLC
|
|
|
|
|
|
Panagora Asset Management Inc
|
|
|
|
|
|
ARTQX - ARTISAN PARTNERS FUNDS INC - Artisan Mid Cap Value Fund Investor Shares
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
Eaton Vance Tax-managed Global Buy-write Opportunities Fund
|
|
|
|
|
|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class
|
|
|
|
|
|
JSVAX - JANUS INVESTMENT FUND - Janus Henderson Contrarian Fund Class T
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
FLPSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock Fund
|
|
|
|
|
|
AMCPX - AMCAP FUND - AMCAP FUND Class A
|
|
|
|
|
|
Lee Financial Co
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
ACLC - AMERICAN CENTURY ETF TRUST - American Century Sustainable Equity ETF
|
|
|
|
|
|
T. Rowe Price Investment Management, Inc.
|
|
|
|
|
|
Fundamentun, Llc
|
|
|
|
|
|
IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF
|
|
|
|
|
|
Old National Bancorp /in/
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A
|
|
|
|
|
|
Buckingham Strategic Partners
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
MNHCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Maximum Term Series Class L
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
LBGAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Mid Cap Growth Fund Class A
|
|
|
|
|
|
LGT Group Foundation
|
|
|
|
|
|
SSGFX - SATURNA INVESTMENT TRUST - SEXTANT GROWTH FUND Sextant Growth Fund Investor Shares
|
|
|
|
|
|
Siemens Fonds Invest GmbH
|
|
|
|
|
|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
|
|
|
|
|
Kinetic Partners Management, LP
|
|
|
|
|
|
BUFMX - BUFFALO FUNDS - Buffalo Mid Cap Fund Investor Class
|
|
|
|
|
|
IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF
|
|
|
|
|
|
Rokos Capital Management LLP
|
|
|
|
|
|
Partners in Financial Planning
|
|
|
|
|
|
Twinbeech Capital Lp
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
NTSI - WisdomTree Trust - WisdomTree International Efficient Core Fund N/A
|
|
|
|
|
|
QVG2Q - VARIABLE INSURANCE PRODUCTS FUND - Growth Portfolio Investor Class
|
|
|
|
|
|
Two Sigma Securities, Llc
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
NULV - Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF
|
|
|
|
|
|
FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
URTH - iShares, Inc. - iShares MSCI World ETF
|
|
|
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|
|
Axa S.a.
|
|
|
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|
|
HQIAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD EQUITY INCOME FUND Class A
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio
|
|
|
|
|
|
DEUTSCHE DWS VARIABLE SERIES II - DWS International Growth VIP Class A
|
|
|
|
|
|
ITEAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Equity Income Portfolio Class ADV
|
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|
|
|
|
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
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|
|
HAGAX - CARILLON SERIES TRUST - Carillon Eagle Mid Cap Growth Fund Class A
|
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|
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|
|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A
|
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|
|
|
|
FMIFX - FMI FUNDS INC - FMI International Fund II - Currency Unhedged Institutional Class
|
|
|
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|
APG Asset Management N.V.
|
|
|
|
|
|
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class
|
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|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
National Bank Of Canada /fi/
|
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|
HEOMX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Climate Opportunities Fund Class A
|
|
|
|
|
|
Calamos ETF Trust - Calamos Antetokounmpo Global Sustainable Equities ETF
|
|
|
|
|
|
Hudson Bay Capital Management LP
|
|
|
|
|
|
SSIFX - SATURNA INVESTMENT TRUST - Sextant International Fund Investor Shares
|
|
|
|
|
|
Harber Asset Management Llc
|
|
|
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|
|
Caitong International Asset Management Co., Ltd
|
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|
Cambridge Investment Research Advisors, Inc.
|
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|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2
|
|
|
|
|
|
FUKOKU MUTUAL LIFE INSURANCE Co
|
|
|
|
|
|
Syon Capital Llc
|
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|
Park Avenue Securities Llc
|
|
|
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|
|
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF
|
|
|
|
|
|
Alamea Verwaltungs GmbH
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
Forsta Ap-fonden
|
|
|
|
|
|
Azzad Asset Management Inc /adv
|
|
|
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|
Boston Common Asset Management, 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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|
|
Adage Capital Partners Gp, L.l.c.
|
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|
Investors Research Corp
|
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|
Argent Capital Management Llc
|
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|
Toronto Dominion Bank
|
|
|
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|
AQLT - iSHARES TRUST - iShares MSCI Global Quality Factor ETF
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
DEUTSCHE DWS VARIABLE SERIES II - DWS CROCI U.S. VIP Class A
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
Abn Amro Investment Solutions
|
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|
SGQAX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS International Growth Fund Class A
|
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|
Evelyn Partners Investment Management LLP
|
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|
Wells Fargo & Company/mn
|
|
|
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|
|
Penserra Capital Management LLC
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Growth & Income Fund Initial Class
|
|
|
|
|
|
BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class
|
|
|
|
|
|
Nissay Asset Management Corp /japan/ /adv
|
|
|
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|
DRW Securities, LLC
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
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|
VCULX - VALIC Co I - Growth Fund
|
|
|
|
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|
New York Life Investment Management Llc
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
|
|
|
|
CHUSX - Alger Global Focus Fund - Alger Global Focus Fund Class A
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
|
|
Cidel Asset Management Inc
|
|
|
|
|
|
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc.
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
Equitable Trust Co
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
|
|
|
West Family Investments, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB
|
|
|
|
|
|
Motco
|
|
|
|
|
|
Thematics Asset Management
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
Madison Asset Management, LLC
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
POWA - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Defensive Equity ETF
|
|
|
|
|
|
HNICX - HARBOR FUNDS - Harbor International Compounders Fund Retirement Class
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
Daymark Wealth Partners, Llc
|
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|
|
|
|
Quilter Plc
|
|
|
|
|
|
Isthmus Partners, Llc
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
Meeder Advisory Services, Inc.
|
|
|
|
|
|
Bridgefront Capital, LLC
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
|
|
|
|
|
Lansforsakringar Fondforvaltning AB (publ)
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP T. Rowe Price Equity Income Portfolio Initial Class
|
|
|
|
|
|
SWAN Capital LLC
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF
|
|
|
|
|
|
RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF
|
|
|
|
|
|
UGOFX - USAA MUTUAL FUNDS TRUST - Global Managed Volatility Fund Institutional Shares
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Income Fund Initial Class
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Equity Fund (I)
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST III - MFS Mid Cap Value Portfolio Initial Class
|
|
|
|
|
|
Valued Wealth Advisors LLC
|
|
|
|
|
|
CTC Alternative Strategies, Ltd.
|
|
|
|
|
|
Railway Pension Investments Ltd
|
|
|
|
|
|
AWTAX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Water Fund Class A
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
Voleon Capital Management Lp
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund
|
|
|
|
|
|
SHP ETF Trust - FIS Knights of Columbus Global Belief ETF
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
Interval Partners, LP
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Balanced Fund Service Class
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
Oak Thistle LLC
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF
|
|
|
|
|
|
Metis Global Partners, LLC
|
|
|
|
|
|
SIH Partners, LLLP
|
|
|
|
|
|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
VMAX - Lattice Strategies Trust - Hartford US Value ETF
|
|
|
|
|
|
Point72 Asset Management, L.P.
|
|
|
|
|
|
BAFE - Advisors' Inner Circle Fund III - Brown Advisory Flexible Equity ETF
|
|
|
|
|
|
SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio
|
|
|
|
|
|
UIVRX - MFS SERIES TRUST VII - MFS Intrinsic Value Fund R6
|
|
|
|
|
|
SEEFX - SATURNA INVESTMENT TRUST - Saturna Sustainable Equity Fund
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
|
|
|
|
|
|
Silvant Capital Management LLC
|
|
|
|
|
|
BIGRX - American Century Quantitative Equity Funds, Inc. - Income & Growth Fund Investor Class
|
|
|
|
|
|
ALMRX - ALGER INSTITUTIONAL FUNDS - Alger MidCap Growth Institutional Fund Class I
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Templeton Growth Vip Fund Class 1
|
|
|
|
|
|
Fox Run Management, L.l.c.
|
|
|
|
|
|
Westpac Banking Corp
|
|
|
|
|
|
TEMWX - TEMPLETON FUNDS - Templeton World Fund Class A
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
Capital Research Global Investors
|
|
|
|
|
|
FDSVX - FIDELITY HASTINGS STREET TRUST - Fidelity Growth Discovery Fund
|
|
|
|
|
|
ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund
|
|
|
|
|
|
Sagefield Capital LP
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Managed Floor ETF
|
|
|
|
|
|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
|
|
|
|
Impax Asset Management Group plc
|
|
|
|
|
|
JAMRX - JANUS INVESTMENT FUND - Janus Henderson Research Fund Class T
|
|
|
|
|
|
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares
|
|
|
|
|
|
IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF
|
|
|
|
|
|
Natixis
|
|
|
|
|
|
Machina Capital S.a.s.
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
Mawer Investment Management Ltd.
|
|
|
|
|
|
CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
Oliver Luxxe Assets LLC
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Income Portfolio
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
UniSuper Management Pty Ltd
|
|
|
|
|
|
Volterra Technologies LP
|
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
|
|
|
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A
|
|
|
|
|
|
TRMNX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Mid-Cap Index Fund
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Mid-cap Growth Fund (a)
|
|
|
|
|
|
Nexus Investment Management ULC
|
|
|
|
|
|
Artisan Partners Limited Partnership
|
|
|
|
|
|
SFNNX - SCHWAB CAPITAL TRUST - Schwab Fundamental International Large Company Index Fund Institutional Shares
|
|
|
|
|
|
DGLAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Global Stock Fund Class A
|
|
|
|
|
|
Dudley & Shanley, Inc.
|
|
|
|
|
|
Evelyn Partners Investment Management Services Ltd
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
|
TEDIX - Franklin Mutual Series Funds - Franklin Mutual Global Discovery Fund Class A
|
|
|
|
|
|
Firetrail Investments Pty Ltd
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Janus Mid-Cap Growth VP Initial
|
|
|
|
|
|
FIVLX - FIDELITY INVESTMENT TRUST - Fidelity International Value Fund
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
59 North Capital Management, LP
|
|
|
|
|
|
Capital A Wealth Management, LLC
|
|
|
|
|
|
FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
Fiduciary Management Inc /wi/
|
|
|
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
|
|
|
|
|
|
HLAL - Listed Funds Trust - Wahed FTSE USA Shariah ETF
|
|
|
|
|
|
Applied Capital LLC/FL
|
|
|
|
|
|
James Hambro & Partners
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
Livelsberger Financial Advisory
|
|
|
|
|
|
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
ITRAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Capital Appreciation Portfolio Class ADV
|
|
|
|
|
|
PEPS - Morgan Stanley ETF Trust - Parametric Equity Plus ETF
|
|
|
|
|
|
Meiji Yasuda Asset Management Co Ltd.
|
|
|
|
|
|
FVRMX - Franklin Value Investors Trust - Franklin Microcap Value Fund Advisor Class
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
Teca Partners, LP
|
|
|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
|
|
|
|
Rakuten Securities, Inc.
|
|
|
|
|
|
Aware Super Pty Ltd as trustee of Aware Super
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
Hunting Hill Global Capital, LLC
|
|
|
|
|
|
Level Four Advisory Services, Llc
|
|
|
|
|
|
Renaissance Technologies Llc
|
|
|
|
|
|
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
GSAKX - GOLDMAN SACHS TRUST - Goldman Sachs International Equity Income Fund Class A
|
|
|
|
|
|
Marshall Wace, Llp
|
|
|
|
|
|
Nordea Investment Management Ab
|
|
|
|
|
|
EPGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Growth Fund Class A
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares
|
|
|
|
|
|
Boston Family Office Llc
|
|
|
|
|
|
Brevan Howard Capital Management LP
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
HVAC - AdvisorShares Trust - AdvisorShares HVAC and Industrials ETF
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
|
|
|
|
|
BMDIX - BAIRD FUNDS INC - Baird MidCap Fund Institutional
|
|
|
|
|
|
Curran Financial Partners, LLC
|
|
|
|
|
|
Voloridge Investment Management, Llc
|
|
|
|
|
|
AMID - EA Series Trust - Argent Mid Cap ETF
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
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Macquarie Group Ltd
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Beacon Harbor Wealth Advisors, Inc.
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VCBCX - VALIC Co I - Blue Chip Growth Fund
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JNL SERIES TRUST - JNL/Mellon Industrials Sector Fund (A)
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Activest Wealth Management
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SFY - Tidal ETF Trust - SoFi Select 500 ETF
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Susquehanna International Group, Llp
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FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
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Brown Advisory Inc
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Stonehage Fleming Financial Services Holdings Ltd
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Hsbc Holdings Plc
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Binnacle Investments Inc
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Ci Investments Inc.
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Centiva Capital, LP
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Renaissance Group Llc
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VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
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AFDIX - American Century Mutual Funds, Inc. - Sustainable Equity Fund Investor Class
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MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund
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SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
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Ossiam
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Simplicity Wealth,LLC
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Spectrum Wealth Counsel, LLC
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IYJ - iSHARES TRUST - iShares U.S. Industrials ETF
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Cwm, Llc
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GVIZX - GuideStone Funds - Value Equity Index Fund Investor
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Advanced Series Trust - Ast International Growth Portfolio
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Schroder Investment Management Group
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Voya Investment Management Llc
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TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class
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VINAX - VANGUARD WORLD FUND - Vanguard Industrials Index Fund Admiral Shares
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BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional
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Principal Financial Group Inc
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PGRNX - PAX WORLD FUNDS SERIES TRUST I - Pax Global Environmental Markets Fund Investor Class
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DAVENPORT & Co LLC
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Mirabaud Asset Management Ltd
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Ritholtz Wealth Management
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BAFLX - Brown Advisory Funds - Brown Advisory Global Leaders Fund Institutional Shares
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FNDMX - FIDELITY INVESTMENT TRUST - Fidelity Series Sustainable Non-U.S. Developed Markets Fund
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SMINX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed International Managed Volatility Fund Class F
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NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
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JSTC - Tidal ETF Trust - Adasina Social Justice All Cap Global ETF
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Geode Capital Management, Llc
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GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
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Rakuten Investment Management, Inc.
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GFI Investment Counsel Ltd.
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Principal Securities, Inc.
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GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF
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Symphony Financial, Ltd. Co.
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VNGYX - Advisors' Inner Circle Fund II - Vontobel Global Equity Fund Y Shares
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GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
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Cullen/frost Bankers, Inc.
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ThornTree Capital Partners LP
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TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
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Mbb Public Markets I Llc
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Stephens Inc /ar/
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TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
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Brinker Capital Investments, LLC
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TEPLX - TEMPLETON GROWTH FUND INC - Templeton Growth Fund, Inc. Class A
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DAGVX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Dynamic Value Fund Class A
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Net Worth Advisory Group
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Barclays Plc
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Ronald Blue Trust, Inc.
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ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF
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Man Group plc
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ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
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Kentucky Retirement Systems
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ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
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Qrg Capital Management, Inc.
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FBCV - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Value ETF
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Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
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Hilltop National Bank
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FSSEX - FIDELITY INVESTMENT TRUST - Fidelity SAI Sustainable International Equity Fund
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Erste Asset Management GmbH
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VVJEX - Voya EQUITY TRUST - Voya VACS Series MCV Fund
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GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
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Cinctive Capital Management LP
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AEPGX - EUROPACIFIC GROWTH FUND - EUROPACIFIC GROWTH FUND Class A
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Creative Planning
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PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1
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Andra AP-fonden
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Transamerica Financial Advisors, Inc.
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Federation des caisses Desjardins du Quebec
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AE Wealth Management LLC
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FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
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Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Global Core Equity Fund Series I
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JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
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JAAGX - JANUS ASPEN SERIES - Janus Henderson Enterprise Portfolio Service Shares
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FLSPX - Meeder Funds - SPECTRUM FUND Retail Class
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Securian Funds Trust - SFT T. Rowe Price Value Fund
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QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
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DCUAX - DEUTSCHE DWS INVESTMENT TRUST - DWS CROCI U.S. Fund Class A
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Howard Bailey Securities, Llc
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
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FIW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Water ETF
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Xn Lp
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MTM Investment Management, LLC
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MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A
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FSYMX - FIDELITY INVESTMENT TRUST - Fidelity Sustainable International Equity Fund Fidelity Advisor Sustainable International Equity Fund: Class M
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AVDE - AMERICAN CENTURY ETF TRUST - Avantis International Equity ETF
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TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
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Alliancebernstein L.p.
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DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A
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Tokio Marine Asset Management Co Ltd
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NWAPX - NATIONWIDE MUTUAL FUNDS - Nationwide Mellon Disciplined Value Fund Eagle Class
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THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
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Guardian Variable Products Trust - Guardian Mid Cap Traditional Growth VIP Fund
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DHPAX - DIAMOND HILL FUNDS - Diamond Hill Mid Cap Fund Class A
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Skopos Labs, Inc.
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Aaron Wealth Advisors LLC
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SeaBridge Investment Advisors LLC
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Hyperion Capital Advisors LP
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Advisory Research Inc
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Jnl Series Trust - Jnl/t. Rowe Price Value Fund (a)
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Bnp Paribas Arbitrage, Sa
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GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
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Accurate Wealth Management, LLC
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Leigh Baldwin & Co., Llc
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CRLSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS INTERNATIONAL EQUITY FUND Institutional Shares
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Millennium Management Llc
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Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
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Wells Fargo Global Dividend Opportunity Fund
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JAEEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Equity Income Trust NAV
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PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
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Livforsakringsbolaget Skandia, Omsesidigt
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Liontrust Investment Partners LLP
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ETADX - MUTUAL FUND SERIES TRUST - Eventide Dividend Opportunities Fund Class A Shares
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Investment Management Corp of Ontario
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Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
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VWIGX - VANGUARD WORLD FUND - Vanguard International Growth Fund Investor Shares
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Parallel Advisors, LLC
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ALBAX - ALGER FUNDS - Alger Growth & Income Fund Class A
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BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
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BRYN MAWR TRUST Co
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Aster Capital Management (DIFC) Ltd
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IWP - iSHARES TRUST - iShares Russell Mid-Cap Growth ETF
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FLQM - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Mid Cap Equity ETF
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Caisse Des Depots Et Consignations
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DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
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New York State Common Retirement Fund
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Nova Wealth Management, Inc.
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Scott Capital Advisors, LLC
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IAXAX - Voya PARTNERS INC - VY(R) T. Rowe Price Diversified Mid Cap Growth Portfolio Class ADV
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Brasada Capital Management, Lp
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Optas, LLC
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Vinva Investment Management Ltd
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FILFX - Fidelity Rutland Square Trust II - Strategic Advisers International Fund
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VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
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Woodward Diversified Capital, Llc
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Westerkirk Capital Inc.
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Invesco Ltd.
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DnB Asset Management AS
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FIDU - FIDELITY COVINGTON TRUST - Fidelity MSCI Industrials Index ETF
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ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
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PARNASSUS FUNDS - Parnassus International Equity Fund Investor Shares
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Larson Financial Group LLC
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Verition Fund Management LLC
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Bayesian Capital Management, LP
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Summer Road Llc
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DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
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USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF
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VMSGX - VALIC Co I - Mid Cap Strategic Growth Fund
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CVA Family Office, LLC
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Polar Capital Holdings Plc
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Meeder Asset Management Inc
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Baader Bank INC
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AXMNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Mid Cap Multi-Style Fund Acclivity Mid Cap Multi-Style N Shares
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VCGAX - VALIC Co I - Growth & Income Fund
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HFLGX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Large Growth Fund Investor Class
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Wealth Enhancement Advisory Services, Llc
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Atria Investments Llc
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FMDGX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Growth Index Fund
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Blair William & Co/il
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Harbor Advisors LLC
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DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
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Cary Street Partners Financial Llc
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Versant Capital Management, Inc
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Xcel Wealth Management, LLC
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MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
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LQPE - Tidal Trust III - PEO AlphaQuest(TM) Thematic PE ETF
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PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund
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Rsm Us Wealth Management Llc
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QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF
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WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
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Bay Harbor Wealth Management, LLC
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Park Place Capital Corp
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Cantillon Capital Management Llc
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SBMAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Mid Cap Fund Class A
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CWGIX - CAPITAL WORLD GROWTH & INCOME FUND - CAPITAL WORLD GROWTH & INCOME FUND Class A
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THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A
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CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Franklin Templeton Global Equity Managed Volatility Fund Standard Class
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USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
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GSIEX - GOLDMAN SACHS TRUST - Goldman Sachs International Equity ESG Fund Institutional
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AdvisorShares Investments LLC
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Mid Cap Managed Volatility Fund Standard Class
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Scientech Research LLC
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MFRFX - MFS SERIES TRUST V - MFS Research Fund A
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IUAAX - Voya PARTNERS INC - VY(R) Invesco Equity and Income Portfolio Class ADV
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RVRB - ADVISORS SERIES TRUST - Reverb ETF
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Boreal Capital Management LLC
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AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A
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Stevens Capital Management Lp
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Badgley Phelps Wealth Managers, LLC
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Algert Global Llc
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SG Americas Securities, LLC
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Swiss National Bank
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Concentric Capital Strategies, LP
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STXG - EA Series Trust - Strive 1000 Growth ETF
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GEIZX - GuideStone Funds - Growth Equity Index Fund Investor
|
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Liberty All Star Equity Fund
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Employees Retirement System of Texas
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VWINX - VANGUARD WELLESLEY INCOME FUND - VANGUARD WELLESLEY INCOME FUND Investor Shares
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EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB
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Hrt Financial Lp
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VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
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TFPN - Tidal Trust II - Blueprint Chesapeake Multi-Asset Trend ETF
|
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Teacher Retirement System Of Texas
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Norges Bank
|
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DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
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DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I
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Waverton Investment Management Ltd
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Mcdonald Partners Llc
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ETAMX - MUTUAL FUND SERIES TRUST - Eventide Multi-Asset Income Fund Class A
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Y-Intercept (Hong Kong) Ltd
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Smithfield Trust Co
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Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
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BCAIX - PROFESSIONALLY MANAGED PORTFOLIOS - Boston Common ESG Impact International Fund Boston Common ESG Impact International
|
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AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. International Growth Fund Series II
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FRBSX - Franklin Value Investors Trust - Franklin Mutual U.s. Value Fund Class A
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NUMV - Nushares ETF Trust - Nuveen ESG Mid-Cap Value ETF
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VNUAX - Advisors' Inner Circle Fund II - Vontobel U.S. Equity Fund A Shares
|
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JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF
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CCMG - EA Series Trust - CCM Global Equity ETF
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Jupiter Asset Management Ltd
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QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
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|
|
ACGIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Growth And Income Fund Class A
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
|
|
|
|
|
Prudential Plc
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
ACEIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equity And Income Fund Class A
|
|
|
|
|
|
ESMV - iSHARES TRUST - iShares ESG MSCI USA Min Vol Factor ETF
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
STRV - EA Series Trust - Strive 500 ETF
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares
|
|
|
|
|
|
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
|
|
|
|
|
Oxford Asset Management Llp
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
Saturna Capital CORP
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
DHFYX - DIAMOND HILL FUNDS - Diamond Hill Large Cap Concentrated Fund Class Y
|
|
|
|
|
|
Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT International Value Fund Class IA Shares
|
|
|
|
|
|
LAFFX - LORD ABBETT AFFILIATED FUND INC - LORD ABBETT AFFILIATED FUND INC Class A
|
|
|
|
|
|
Royal London Asset Management Ltd
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Fund (I)
|
|
|
|
|
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
|
|
|
|
|
PCBCX - Victory Portfolios IV - Victory Pioneer Balanced Fund Class C
|
|
|
|
|
|
Tran Capital Management, L.p.
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
Capstone Investment Advisors, Llc
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
Moody Lynn & Lieberson, Llc
|
|
|
|
|
|
Parnassus Investments /ca
|
|
|
|
|
|
BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - American Century NVIT Multi Cap Value Fund Class I
|
|
|
|
|
|
TEBIX - Franklin Mutual Series Funds - Franklin Mutual Beacon Fund Class A
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
Swedbank AB
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
Congress Wealth Management LLC / DE /
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
Catalyst Funds Management Pty Ltd
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
Canoe Financial LP
|
|
|
|
|
|
Perpetual Ltd
|
|
|
|
|
|
Gateway Investment Advisers Llc
|
|
|
|
|
|
Triavera Capital LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Structured Mid-Cap Growth Fund Standard Class
|
|
|
|
|
|
OSTFX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Fund Investor Class
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF
|
|
|
|
|
|
Chico Wealth RIA
|
|
|
|
|
|
CSBIX - Total Fund Solution - Cromwell Sustainable Balanced Fund Institutional Class
|
|
|
|
|
|
Beacon Investment Advisors Llc
|
|
|
|
|
|
Tredje AP-fonden
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Disciplined Core Value Fund Service Class
|
|
|
|
|
|
FLKSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock K6 Fund
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
Founders Grove Wealth Partners, Llc
|
|
|
|
|
|
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
|
|
|
|
|
FPAG - Investment Managers Series Trust III - FPA Global Equity ETF
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3
|
|
|
|
|
|
OneAscent Financial Services LLC
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND III - Dynamic Capital Appreciation Portfolio Initial Class
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
|
|
|
|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
|
|
|
|
|
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio
|
|
|
|
|
|
Eventide Asset Management, Llc
|
|
|
|
|
|
Moran Wealth Management, LLC
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equity And Income Fund Series I
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
|
|
|
|
PENN SERIES FUNDS INC - Flexibly Managed Fund
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
PPQMX - PRINCIPAL FUNDS, INC. - MidCap Growth Fund III R-3
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
BASV - Advisors' Inner Circle Fund III - BROWN ADVISORY SUSTAINABLE VALUE ETF
|
|
|
|
|
|
Perfromance Wealth Partners, LLC
|
|
|
|
|
|
Aviva Plc
|
|
|
|
|
|
Loews Corp
|
|
|
|
|
|
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class
|
|
|
|
|
|
Sagespring Wealth Partners, Llc
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
Washington Trust Advisors, Inc.
|
|
|
|
|
|
DMCVX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Opportunistic Midcap Value Fund Class A
|
|
|
|
|
|
Robeco Institutional Asset Management B.V.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3
|
|
|
|
|
|
Ccm Investment Group, Llc
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
BISVX - Brown Advisory Funds - Brown Advisory Sustainable Value Fund Investor Shares
|
|
|
|
|
|
FDMLX - FIDELITY PURITAN TRUST - Fidelity Series Intrinsic Opportunities Fund
|
|
|
|
|
|
Avanza Fonder AB
|
|
|
|
|
|
Evelyn Partners Investment Management (Europe) Ltd
|
|
|
|
|
|
Quantbot Technologies LP
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
ILVFX - Columbia Funds Series Trust II - Columbia Integrated Large Cap Value Fund Institutional Class
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
Gulf International Bank (UK) Ltd
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
FVLAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Value Leaders Fund Class A
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
|
|
QLVD - FlexShares Trust - FlexShares Developed Markets ex-US Quality Low Volatility Index Fund
|
|
|
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
|
|
|
|
|
PAX Financial Group, LLC
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
Curated Wealth Partners LLC
|
|
|
|
|
|
Guyasuta Investment Advisors Inc
|
|
|
|
|
|
Meixler Investment Management, Ltd.
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
Marshall & Sterling Wealth Advisors Inc.
|
|
|
|
|
|
Winton Capital Group Ltd
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
SCVEX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders International Stock Fund Class A
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
Clarius Group, LLC
|
|
|
|
|
|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
|
|
|
|
|
NLSAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Long Short Fund Class A
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
CFWAX - CALVERT IMPACT FUND INC - Calvert Global Water Fund Class A
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
DHLAX - DIAMOND HILL FUNDS - Diamond Hill Large Cap Fund Class A
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
IFM Investors Pty Ltd
|
|
|
|
|
|
DHIYX - DIAMOND HILL FUNDS - Diamond Hill International Fund Class Y
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
Ag2r La Mondiale Gestion D'actifs
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
RMDAX - ALLIANZ FUNDS - AllianzGI Mid-Cap Fund A
|
|
|
|
|
|
BFOR - ALPS ETF Trust - Barron's 400 ETF
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
Laurion Capital Management LP
|
|
|
|
|
|
PDS Planning, Inc
|
|
|
|
|
|
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
NUDV - Nushares ETF Trust - Nuveen ESG Dividend ETF
|
|
|
|
|
|
WealthTrak Capital Management LLC
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
Grantham, Mayo, Van Otterloo & Co. LLC
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A
|
|
|
|
|
|
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund
|
|
|
|
|
|
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
Sabal Trust CO
|
|
|
|
|
|
Gabelli Dividend & Income Trust
|
|
|
|
|
|
BIAFX - Brown Advisory Funds - Brown Advisory Flexible Equity Fund Investor Shares
|
|
|
|
|
|
WealthCollab, LLC
|
|
|
|
|
|
FINVX - FIDELITY INVESTMENT TRUST - Fidelity Series International Value Fund
|
|
|
|
|
|
FTCEX - FIDELITY INVESTMENT TRUST - Fidelity Total International Equity Fund Fidelity Advisor Total International Equity Fund: Class C
|
|
|
|
|
|
Dogwood Wealth Management LLC
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
Phraction Management LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - Large-Cap Growth Portfolio Class I
|
|
|
|
|
|
QVO2Q - VARIABLE INSURANCE PRODUCTS FUND - Overseas Portfolio Initial Class
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
Humankind Benefit Corp - Humankind US Stock ETF
|
|
|
|
|
|
VMVIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Value Index Fund Investor Shares
|
|
|
|
|
|
VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares
|
|
|
|
|
|
Robeco Schweiz AG
|
|
|
|
|
|
Lionstone Capital Management LLC
|
|
|
|
|
|
JAFRX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Capital Appreciation Value Trust NAV Class
|
|
|
|
|
|
OneAscent Investment Solutions LLC
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Growth And Income Fund Series I
|
|
|
|
|
|
First Pacific Financial
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
Eminence Capital, Lp
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Research Series Initial Class
|
|
|
|
|
|
Essex Financial Services, Inc.
|
|
|
|
|
|
Allianz Se
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class
|
|
|
|
|
|
Capital World Investors
|
|
|
|
|
|
QLMMIX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Mid Cap Portfolio Class I
|
|
|
|
|
|
Dynasty Wealth Management, Llc
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
FSBDX - FIDELITY SECURITIES FUND - Fidelity Series Blue Chip Growth Fund
|
|
|
|
|
|
ULTRA SERIES FUND - Large Cap Growth Fund Class I
|
|
|
|
|
|
Skye Global Management LP
|
|
|
|
|
|
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
|
|
|
|
|
Suvretta Capital Management, Llc
|
|
|
|
|
|
JORNX - JANUS INVESTMENT FUND - Janus Henderson Global Select Fund Class T
|
|
|
|
|
|
Princeton Global Asset Management LLC
|
|
|
|
|
|
MML Series Investment Fund II - MML Equity Rotation Fund Class II
|
|
|
|
|
|
Principal Street Partners, LLC
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
GCBLX - GREEN CENTURY FUNDS - GREEN CENTURY BALANCED FUND Individual Investor Class
|
|
|
|
|
|
Jefferies Financial Group Inc.
|
|
|
|
|
|
Timber Creek Capital Management LLC
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
C WorldWide Group Holding A/S
|
|
|
|
|
|
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF
|
|
|
|
|
|
Korea Investment CORP
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
Nuveen S&p 500 Buywrite Income Fund
|
|
|
|
|
|
Zacks Investment Management
|
|
|
|
|
|
JAWGX - JANUS ASPEN SERIES - Janus Henderson Global Research Portfolio Service Shares
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio
|
|
|
|
|
|
MAGA - ETF Series Solutions - Point Bridge GOP Stock Tracker ETF
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian All Cap Core VIP Fund
|
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
|
|
|
|
|
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
|
|
|
|
|
Oakworth Capital, Inc.
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
Daiwa Securities Group Inc.
|
|
|
|
|
|
ZABDFX - American Beacon Institutional Funds Trust - American Beacon Diversified Fund AAL Class
|
|
|
|
|
|
XTX Topco Ltd
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Equity Income Fund (A)
|
|
|
|
|
|
S&co Inc
|
|
|
|
|
|
GMUEX - GMO TRUST - GMO U.S. Equity Fund Class III
|
|
|
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GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class
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111 Capital
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SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
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Whittier Trust Co
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VEGN - ETF Series Solutions - US Vegan Climate ETF
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SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
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Fred Alger Management, Llc
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QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
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PXF - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Developed Markets ex-U.S. ETF
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APHMX - ARTISAN PARTNERS FUNDS INC - Artisan Mid Cap Fund Institutional Shares
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Asset Advisors Investment Management, LLC
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FEGKX - FIDELITY MT VERNON STREET TRUST - Fidelity Equity Growth K6 Fund
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PHEQ - Morgan Stanley ETF Trust - Parametric Hedged Equity ETF
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Riverwater Partners LLC
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Mercer Global Advisors Inc /adv
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Manchester Capital Management LLC
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Dana Investment Advisors, Inc.
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Ransom Advisory, Ltd
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ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund
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BUFTX - BUFFALO FUNDS - Buffalo Discovery Fund Investor Class
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First Pacific Advisors, LP
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SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
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ExodusPoint Capital Management, LP
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Orion Portfolio Solutions, LLC
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DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A
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FKIDX - FIDELITY INVESTMENT TRUST - Fidelity Diversified International K6 Fund
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FBCVX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Value Fund
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IRGJX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Growth Index Portfolio Class I
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OneAscent Wealth Management LLC
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MXMGX - GREAT-WEST FUNDS INC - Great-West T. Rowe Price Mid Cap Growth Fund Investor Class
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FDVKX - FIDELITY PURITAN TRUST - Fidelity Value Discovery K6 Fund
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MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH
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IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF
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USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
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Wahed Invest LLC
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IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
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SEASONS SERIES TRUST - SA Multi-Managed International Equity Portfolio Class 1
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