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Team Financial Group, LLC
|
|
|
|
|
|
KCE - SPDR SERIES TRUST - SPDR(R) S&P Capital Markets ETF
|
|
|
|
|
|
FEVAX - FIRST EAGLE FUNDS - First Eagle U.S. Value Fund Class A
|
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|
Foundry Partners, LLC
|
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Hickory Point Bank & Trust
|
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|
Yeomans Consulting Group, Inc.
|
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|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
|
|
|
|
|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
|
|
|
|
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
|
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HLIEX - JPMORGAN TRUST II - JPMorgan Equity Income Fund Class I
|
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|
Franklin Resources Inc
|
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|
DRFAX - DAVIS NEW YORK VENTURE FUND INC - Davis Research Fund Class A
|
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Aspen Investment Management Inc
|
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Paradigm Financial Partners, Llc
|
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Twin City Private Wealth, Llc
|
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|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
|
|
|
|
SPVM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Value with Momentum ETF
|
|
|
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|
|
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares
|
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|
Total Investment Management Inc
|
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|
First Hawaiian Bank
|
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|
Obsidian Personal Planning Solutions LLC
|
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AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I
|
|
|
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|
McIlrath & Eck, LLC
|
|
|
|
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|
FAVAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Value Fund Class A
|
|
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|
Accurate Wealth Management, LLC
|
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BRNY - EA Series Trust - Burney U.S. Factor Rotation ETF
|
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KBWB - Invesco Exchange-Traded Fund Trust II - Invesco KBW Bank ETF
|
|
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|
Norden Group Llc
|
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VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares
|
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|
RBF Capital, LLC
|
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Salomon & Ludwin, LLC
|
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D L Carlson Investment Group Inc
|
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NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF
|
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|
|
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|
Harvest Fund Management Co., Ltd
|
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DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
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Voya Investment Management Llc
|
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Callan Family Office, LLC
|
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|
State of Tennessee, Treasury Department
|
|
|
|
|
|
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV
|
|
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|
Valley National Advisers Inc
|
|
|
|
|
|
XLF - SELECT SECTOR SPDR TRUST - The Financial Select Sector SPDR Fund
|
|
|
|
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|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
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|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
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DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
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Kcm Investment Advisors Llc
|
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EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF
|
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Arizona State Retirement System
|
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Balyasny Asset Management Llc
|
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GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
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Venturi Wealth Management, LLC
|
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SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
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Ramirez Asset Management, Inc.
|
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Skopos Labs, Inc.
|
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RYKIX - RYDEX SERIES FUNDS - Banking Fund Investor Class
|
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Daiwa Securities Group Inc.
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First Pacific Financial
|
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Clear Street Markets Llc
|
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NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
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EverSource Wealth Advisors, LLC
|
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1858 Wealth Management, Llc
|
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Virtue Capital Management, LLC
|
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Essex Financial Services, Inc.
|
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FTQGX - FIDELITY CAPITAL TRUST - Fidelity Focused Stock Fund
|
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|
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SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
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VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
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Moody National Bank Trust Division
|
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XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
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|
Abn Amro Investment Solutions
|
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Tobam
|
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TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
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|
D.a. Davidson & Co.
|
|
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Union Bancaire Privee, UBP SA
|
|
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|
Catalytic Wealth RIA, LLC
|
|
|
|
|
|
Legacy Wealth Asset Management, LLC
|
|
|
|
|
|
NMIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Enhanced Core Fund Class A
|
|
|
|
|
|
FSBDX - FIDELITY SECURITIES FUND - Fidelity Series Blue Chip Growth Fund
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
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|
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|
Bradley Foster & Sargent Inc/ct
|
|
|
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Personal Cfo Solutions, Llc
|
|
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DALCX - UNIFIED SERIES TRUST - Dean Mid Cap Value Fund
|
|
|
|
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|
Red Door Wealth Management, LLC
|
|
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|
Connor, Clark & Lunn Investment Management Ltd.
|
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|
AADBX - AMERICAN BEACON FUNDS - American Beacon Balanced Fund Institutional Class
|
|
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|
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|
Blueshift Asset Management, LLC
|
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|
Gries Financial Llc
|
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|
Aigen Investment Management, Lp
|
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|
M&t Bank Corp
|
|
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|
Calamos Global Dynamic Income Fund
|
|
|
|
|
|
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A
|
|
|
|
|
|
Jefferies Financial Group Inc.
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
Caliber Wealth Management, LLC / KS
|
|
|
|
|
|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
|
|
|
|
|
Mirova
|
|
|
|
|
|
Chevy Chase Trust Holdings, Inc.
|
|
|
|
|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF
|
|
|
|
|
|
MTM Investment Management, LLC
|
|
|
|
|
|
Avestar Capital, LLC
|
|
|
|
|
|
Banque de Luxembourg S.A.
|
|
|
|
|
|
IYG - iSHARES TRUST - iShares U.S. Financial Services ETF
|
|
|
|
|
|
King Luther Capital Management Corp
|
|
|
|
|
|
Consultiva Wealth Management, Corp.
|
|
|
|
|
|
Dfa Investment Trust Co - The U.s. Large Cap Value Series
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
Guardian Wealth Advisors, Llc / Nc
|
|
|
|
|
|
BUSA - 2023 ETF Series Trust - Brandes U.S. Value ETF
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
|
|
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund
|
|
|
|
|
|
Pinnacle Bancorp, Inc.
|
|
|
|
|
|
Oxford Financial Group Ltd
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
|
|
|
|
|
GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
Boston Trust Walden Corp
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
Spinnaker Trust
|
|
|
|
|
|
Solstein Capital, LLC
|
|
|
|
|
|
STXG - EA Series Trust - Strive 1000 Growth ETF
|
|
|
|
|
|
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
|
|
|
|
|
|
IMG Wealth Management, Inc.
|
|
|
|
|
|
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
|
|
|
|
|
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares
|
|
|
|
|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
|
|
|
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A
|
|
|
|
|
|
Mission Wealth Management, Lp
|
|
|
|
|
|
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
RAYD - Advisors' Inner Circle Fund III - Rayliant Quantitative Developed Market Equity ETF
|
|
|
|
|
|
Fox Run Management, L.l.c.
|
|
|
|
|
|
Davis Capital Management
|
|
|
|
|
|
Sivia Capital Partners, LLC
|
|
|
|
|
|
VPCCX - VANGUARD FENWAY FUNDS - Vanguard PRIMECAP Core Fund Investor Shares
|
|
|
|
|
|
IMCG - iSHARES TRUST - iShares Morningstar Mid-Cap Growth ETF
|
|
|
|
|
|
Inscription Capital, LLC
|
|
|
|
|
|
CRA Financial Services, LLC
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
Kinneret Advisory, LLC
|
|
|
|
|
|
Gold Investment Management Ltd.
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
NJ State Employees Deferred Compensation Plan
|
|
|
|
|
|
Voya Financial Advisors, Inc.
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
Secured Retirement Advisors, Llc
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
Dynamic Technology Lab Private Ltd
|
|
|
|
|
|
Schulhoff & Co Inc
|
|
|
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
|
|
|
|
|
|
Cm Wealth Advisors Llc
|
|
|
|
|
|
MPGVX - Gallery Trust - Mondrian Global Equity Value Fund
|
|
|
|
|
|
SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
VLUE - iSHARES TRUST - iShares Edge MSCI USA Value Factor ETF
|
|
|
|
|
|
CAGEX - Calamos Investment Trust/il - Calamos Global Equity Fund Class A
|
|
|
|
|
|
Trust Co Of Virginia /va
|
|
|
|
|
|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
|
|
|
|
|
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
|
|
|
|
|
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
|
|
|
|
Engineers Gate Manager LP
|
|
|
|
|
|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
|
|
|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
WealthTrust Asset Management, LLC
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
Modern Wealth Management, LLC
|
|
|
|
|
|
BOCHK Asset Management Ltd
|
|
|
|
|
|
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
|
Resona Asset Management Co.,Ltd.
|
|
|
|
|
|
Dogwood Wealth Management LLC
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
Confluence Wealth Services, Inc.
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
Point72 Asset Management, L.P.
|
|
|
|
|
|
Ridgecrest Wealth Partners, Llc
|
|
|
|
|
|
Gamco Investors, Inc. Et Al
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
Tritonpoint Wealth, Llc
|
|
|
|
|
|
Aspen Grove Capital, LLC
|
|
|
|
|
|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
|
|
|
|
Fairscale Capital, LLC
|
|
|
|
|
|
Profunds - Profund Vp Banks
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
Duncker Streett & Co Inc
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
|
|
QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
|
|
|
E. Ohman J:or Asset Management AB
|
|
|
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
Westend Capital Management LLC
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
Maven Securities LTD
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Mid Cap Value Fund Standard Class
|
|
|
|
|
|
IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
Legacy Capital Group California, Inc.
|
|
|
|
|
|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
|
|
|
|
|
Arnhold LLC
|
|
|
|
|
|
Gen-Wealth Partners Inc
|
|
|
|
|
|
Oak Associates Ltd /oh/
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
|
|
|
|
|
Cove Private Wealth, LLC
|
|
|
|
|
|
Farmers & Merchants Trust Co of Long Beach
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
|
|
|
PARWX - PARNASSUS FUNDS - Parnassus Endeavor Fund Investor Shares
|
|
|
|
|
|
Tcw Group Inc
|
|
|
|
|
|
Princeton Global Asset Management LLC
|
|
|
|
|
|
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
|
|
|
|
|
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
|
|
|
|
|
|
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
|
|
|
|
|
|
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
|
|
|
|
|
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
|
|
|
|
|
AlphaCore Capital LLC
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
Arete Wealth Advisors, LLC
|
|
|
|
|
|
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
Creekmur Asset Management LLC
|
|
|
|
|
|
Mraz, Amerine & Associates, Inc.
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
Diversified Trust Co
|
|
|
|
|
|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
|
|
|
|
|
Ransom Advisory, Ltd
|
|
|
|
|
|
AUENX - AQR Funds - AQR Large Cap Defensive Style Fund Class N
|
|
|
|
|
|
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co
|
|
|
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
|
|
|
|
|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
|
|
|
|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
Plimoth Trust Co Llc
|
|
|
|
|
|
Ingalls & Snyder Llc
|
|
|
|
|
|
Contravisory Investment Management, Inc.
|
|
|
|
|
|
International Assets Investment Management, Llc
|
|
|
|
|
|
Miracle Mile Advisors, LLC
|
|
|
|
|
|
CFS Investment Advisory Services, LLC
|
|
|
|
|
|
Interval Partners, LP
|
|
|
|
|
|
Borer Denton & Associates, Inc.
|
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TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A
|
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|
Relyea Zuckerberg Hanson LLC
|
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Fayez Sarofim & Co
|
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Varma Mutual Pension Insurance Co
|
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Shelton Capital Management
|
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Loomis Sayles & Co L P
|
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KRMA - Global X Funds - Global X Conscious Companies ETF
|
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VCULX - VALIC Co I - Growth Fund
|
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Crewe Advisors LLC
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Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
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Keystone Financial Services
|
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Brandes Investment Partners, Lp
|
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Evermay Wealth Management Llc
|
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Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
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|
XVOL - Tidal ETF Trust - Acruence Active Hedge U.S. Equity ETF
|
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LBSAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Dividend Income Fund Class A
|
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Credit Agricole S A
|
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Abel Hall, LLC
|
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SDVGX - SIT MUTUAL FUNDS INC - Sit Dividend Growth Fund - Class I
|
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RPFGX - DAVIS SERIES INC - Davis Financial Fund Class A
|
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APG Asset Management N.V.
|
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Tectonic Advisors Llc
|
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VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
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SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
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Centerpoint Advisors, LLC
|
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VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
|
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Scarborough Advisors, LLC
|
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IronOak Wealth LLC.
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SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
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Eubel Brady & Suttman Asset Management Inc
|
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SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
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NorthRock Partners, LLC
|
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Shufro Rose & Co Llc
|
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Creative Financial Designs Inc /adv
|
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FLCC - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Core ETF
|
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Kingsview Wealth Management, LLC
|
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Summit Global Investments
|
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New Wave Wealth Advisors Llc
|
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Levin Capital Strategies, L.p.
|
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RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
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|
Peddock Capital Advisors, Llc
|
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Gabelli Capital Series Funds Inc - Gabelli Capital Asset Fund Class Aaa
|
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GABVX - Gabelli Value 25 Fund Inc - The Gabelli Value 25 Fund Inc. Class A
|
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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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Invesco Ltd.
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LGT Fund Management Co Ltd.
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APHNX - ARTISAN PARTNERS FUNDS INC - Artisan Select Equity Fund Institutional Shares
|
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WLTG - ETF Opportunities Trust - WealthTrust DBS Long Term Growth ETF
|
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Angeles Wealth Management, Llc
|
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TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
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TCG Advisory Services, LLC
|
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NEFOX - Natixis Funds Trust II - Natixis Oakmark Fund Class A
|
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Novare Capital Management Llc
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Rockefeller Capital Management L.P.
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MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
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Hunter Associates Investment Management Llc
|
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First Horizon Advisors, Inc.
|
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Martingale Asset Management L P
|
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Apella Capital, LLC
|
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DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
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DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares
|
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Goodwin Investment Advisory
|
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Td Asset Management Inc
|
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FLSPX - Meeder Funds - SPECTRUM FUND Retail Class
|
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HORAN Wealth, LLC
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USS Investment Management Ltd
|
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Wesbanco Bank Inc
|
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Hengehold Capital Management Llc
|
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|
Thrive Wealth Management, LLC
|
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Aptus Capital Advisors, LLC
|
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|
Foundations Investment Advisors, LLC
|
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|
SRS Capital Advisors, Inc.
|
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Dai-Ichi Life Insurance Company, Ltd
|
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|
Glenmede Trust Co Na
|
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|
Aprio Wealth Management, LLC
|
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|
Daymark Wealth Partners, Llc
|
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|
YACKX - AMG FUNDS - AMG Yacktman Fund Class I
|
|
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|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
|
|
|
Kiker Wealth Management, LLC
|
|
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|
|
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
|
|
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|
Captrust Financial Advisors
|
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|
|
|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
|
|
|
|
|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
|
|
|
|
|
VYCBX - Voya EQUITY TRUST - Voya Corporate Leaders(R) 100 Fund Class C
|
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|
Baker Ellis Asset Management LLC
|
|
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|
|
Virtus Investment Advisers, Inc.
|
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|
Promethos Capital, LLC
|
|
|
|
|
|
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
|
|
|
|
|
|
Westside Investment Management, Inc.
|
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|
Bleichroeder LP
|
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|
Bnp Paribas Arbitrage, Sa
|
|
|
|
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|
Congress Wealth Management LLC / DE /
|
|
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|
|
|
Whitener Capital Management, Inc.
|
|
|
|
|
|
First Eagle Investment Management, LLC
|
|
|
|
|
|
ORG Wealth Partners, LLC
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
FCEUX - FRANKLIN FUND ALLOCATOR SERIES - Franklin U.S. Core Equity (IU) Fund Advisor
|
|
|
|
|
|
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
Alpine Woods Capital Investors, Llc
|
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|
|
|
|
Enterprise Bank & Trust Co
|
|
|
|
|
|
McElhenny Sheffield Capital Management, LLC
|
|
|
|
|
|
Cove Street Capital, LLC
|
|
|
|
|
|
Bellwether Advisors, LLC
|
|
|
|
|
|
Keystone Financial Group
|
|
|
|
|
|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
|
|
|
|
|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Growth
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
DCUAX - DEUTSCHE DWS INVESTMENT TRUST - DWS CROCI U.S. Fund Class A
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
ZDIVX - Zacks Trust - Zacks Dividend Fund Investor Class Shares
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
CBHAX - Victory Portfolios II - Victory Market Neutral Income Fund Class A
|
|
|
|
|
|
Fort Washington Investment Advisors Inc /oh/
|
|
|
|
|
|
Lionshead Wealth Management, LLC
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
Hancock Whitney Corp
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1
|
|
|
|
|
|
Rice Partnership, LLC
|
|
|
|
|
|
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares
|
|
|
|
|
|
Revolve Wealth Partners, LLC
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class
|
|
|
|
|
|
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF
|
|
|
|
|
|
Gilbert & Cook, Inc.
|
|
|
|
|
|
Ossiam
|
|
|
|
|
|
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
Legacy Bridge, LLC
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1
|
|
|
|
|
|
Country Club Bank /gfn
|
|
|
|
|
|
Napatree Capital Llc
|
|
|
|
|
|
CGC Financial Services, LLC
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
Virtus ETF Advisers LLC
|
|
|
|
|
|
FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund
|
|
|
|
|
|
Bright Futures Wealth Management, LLC.
|
|
|
|
|
|
La Banque Postale Asset Management SA
|
|
|
|
|
|
Tweedy, Browne Co LLC
|
|
|
|
|
|
Sound View Wealth Advisors Group, LLC
|
|
|
|
|
|
Hudson Portfolio Management LLC
|
|
|
|
|
|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A
|
|
|
|
|
|
Parnassus Investments /ca
|
|
|
|
|
|
SEIM - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Momentum Factor ETF
|
|
|
|
|
|
Smith Group Asset Management, LLC
|
|
|
|
|
|
Piscataqua Savings Bank
|
|
|
|
|
|
QDEF - FlexShares Trust - FlexShares Quality Dividend Defensive Index Fund
|
|
|
|
|
|
Sompo Japan Nipponkoa Asset Management Co.,ltd.
|
|
|
|
|
|
Stablepoint Partners, LLC
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
HSAFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Allocation Fund
|
|
|
|
|
|
FDVKX - FIDELITY PURITAN TRUST - Fidelity Value Discovery K6 Fund
|
|
|
|
|
|
PUREfi Wealth, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
Elevation Series Trust - TrueShares Active Yield ETF
|
|
|
|
|
|
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
|
|
|
|
|
|
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF
|
|
|
|
|
|
IVC Wealth Advisors LLC
|
|
|
|
|
|
ARTGX - ARTISAN PARTNERS FUNDS INC - Artisan Global Value Fund Investor Shares
|
|
|
|
|
|
Atom Investors LP
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
Wealthstar Advisors, Llc
|
|
|
|
|
|
Burke & Herbert Bank & Trust Co
|
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
|
Horan Capital Advisors, LLC.
|
|
|
|
|
|
PENN SERIES FUNDS INC - Index 500 Fund
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio
|
|
|
|
|
|
CFIMX - Clipper Funds Trust - Clipper Funds Trust
|
|
|
|
|
|
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
|
|
|
|
|
Halbert Hargrove Global Advisors, Llc
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
ZABDFX - American Beacon Institutional Funds Trust - American Beacon Diversified Fund AAL Class
|
|
|
|
|
|
Brown, Lisle/cummings, Inc.
|
|
|
|
|
|
Almanack Investment Partners, LLC.
|
|
|
|
|
|
Chilton Investment Co Llc
|
|
|
|
|
|
Endeavor Private Wealth, Inc.
|
|
|
|
|
|
Pitcairn Co
|
|
|
|
|
|
Cardinal Capital Management
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
Sabal Trust CO
|
|
|
|
|
|
Tocqueville Asset Management L.p.
|
|
|
|
|
|
One Wealth Advisors, LLC
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
Assenagon Asset Management S.A.
|
|
|
|
|
|
Meridian Wealth Management, LLC
|
|
|
|
|
|
Wedmont Private Capital
|
|
|
|
|
|
Teamwork Financial Advisors, LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
FCG Investment Co
|
|
|
|
|
|
OmniStar Financial Group, Inc.
|
|
|
|
|
|
Shulman DeMeo Asset Management LLC
|
|
|
|
|
|
TLGWX - TIAA-CREF LIFE FUNDS - Growth & Income Fund
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
Howard Hughes Medical Institute
|
|
|
|
|
|
Columbia Asset Management
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
|
|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
|
|
|
|
|
Stenger Family Office, LLC
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
POGSX - Oak Associates Funds - Pin Oak Equity Fund
|
|
|
|
|
|
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
FVDFX - FIDELITY PURITAN TRUST - Fidelity Value Discovery Fund
|
|
|
|
|
|
Silvant Capital Management LLC
|
|
|
|
|
|
Oakworth Capital, Inc.
|
|
|
|
|
|
Access Investment Management LLC
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
|
|
|
|
|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
GQLVX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Value Equity Portfolio
|
|
|
|
|
|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
|
|
|
|
Southeast Asset Advisors Inc.
|
|
|
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
|
|
|
|
|
|
Portland Global Advisors LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
|
|
|
|
Kane Investment Management, Inc.
|
|
|
|
|
|
Howard Capital Management Inc.
|
|
|
|
|
|
Profunds - Profund Vp Ultrabull
|
|
|
|
|
|
MQS Management LLC
|
|
|
|
|
|
AlTi Global, Inc.
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
Occidental Asset Management, LLC
|
|
|
|
|
|
LSVMX - ADVISORS' INNER CIRCLE FUND - LSV U.S. MANAGED VOLATILITY FUND Institutional Class Shares
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
Argent Trust Co
|
|
|
|
|
|
Maltese Capital Management Llc
|
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Macroview Investment Management Llc
|
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IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
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FMDE - FIDELITY COVINGTON TRUST - Fidelity Enhanced Mid Cap ETF
|
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Signaturefd, Llc
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Ing Groep Nv
|
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CVLOX - CALAMOS INVESTMENT TRUST/IL - Calamos Global Growth & Income Fund Class A
|
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|
Stevens Capital Management Lp
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|
Beacon Capital Management, LLC
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MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
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LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
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MSTSX - Morningstar Funds Trust - Morningstar Unconstrained Allocation Fund
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|
GHP Investment Advisors, Inc.
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FBLEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Stock Selector Large Cap Value Fund
|
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|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
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Janney Montgomery Scott LLC
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TD Capital Management LLC
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Stance Capital Llc
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Matthew Goff Investment Advisor, LLC
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TNBIX - 1290 Funds - 1290 SmartBeta Equity Fund Class I
|
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Silvercrest Asset Management Group Llc
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Ballentine Partners, LLC
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FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund
|
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INDZX - Columbia Funds Series Trust II - Columbia Large Cap Value Fund Class A
|
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Granite Group Advisors, LLC
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PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund
|
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Mesirow Financial Investment Management, Inc.
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Accredited Investors Inc.
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PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
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First Foundation Advisors
|
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BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
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Sterling Capital Management LLC
|
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Susquehanna International Group, Llp
|
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PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
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|
Bridgewater Associates, LP
|
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AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A
|
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|
Laurel Wealth Advisors LLC
|
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|
Pinnacle Wealth Planning Services, Inc.
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|
Clark Capital Management Group, Inc.
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Ci Investments Inc.
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Great Diamond Partners, LLC
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National Pension Service
|
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Catalyst Capital Advisors LLC
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GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III
|
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VestGen Advisors, LLC
|
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FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class
|
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Hudock, Inc.
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Central Pacific Bank - Trust Division
|
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SG Americas Securities, LLC
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HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
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|
True Wealth Design, LLC
|
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|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
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|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
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|
Garland Capital Management Inc
|
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|
Wsfs Capital Management, Llc
|
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EVSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined U.S. Core Fund Class A
|
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|
CAPROCK Group, Inc.
|
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Whittier Trust Co
|
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CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
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|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
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VVJEX - Voya EQUITY TRUST - Voya VACS Series MCV Fund
|
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|
LVPIX - Profunds - Large-cap Value Profund Investor Class
|
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J.w. Cole Advisors, Inc.
|
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Citadel Advisors Llc
|
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Fisher Funds Management LTD
|
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Atlantic Union Bankshares Corp
|
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ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
|
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NWQAX - Nuveen Investment Trust V - Nuveen NWQ Flexible Income Fund Class A
|
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Colony Group, LLC
|
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QDF - FlexShares Trust - FlexShares Quality Dividend Index Fund
|
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|
Sowell Financial Services LLC
|
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|
Garrett Investment Advisors LLC
|
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AIA Group Ltd
|
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HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF
|
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Td Private Client Wealth Llc
|
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NOLCX - Northern Funds - Northern Large Cap Core Fund
|
|
|
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|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
|
|
|
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|
|
Trilogy Capital Inc.
|
|
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|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
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|
|
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
|
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|
FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class
|
|
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|
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF
|
|
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|
UMA Financial Services, Inc.
|
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|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
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|
GRNY - Tidal Trust III - Fundstrat Granny Shots US Large Cap ETF
|
|
|
|
|
|
JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF
|
|
|
|
|
|
Pinnacle Associates Ltd
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
VMVLX - VANGUARD WORLD FUND - Vanguard Mega Cap Value Index Fund Institutional Shares
|
|
|
|
|
|
Butensky & Cohen Financial Security, Inc
|
|
|
|
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|
Monticello Wealth Management, Llc
|
|
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|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
USCGX - USAA MUTUAL FUNDS TRUST - Capital Growth Fund
|
|
|
|
|
|
Vivaldi Capital Management, LLC
|
|
|
|
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|
City Holding Co
|
|
|
|
|
|
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
|
|
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|
|
Twin Capital Management Inc
|
|
|
|
|
|
Conning Inc.
|
|
|
|
|
|
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio
|
|
|
|
|
|
Cacti Asset Management Llc
|
|
|
|
|
|
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
|
|
|
|
|
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares
|
|
|
|
|
|
Bragg Financial Advisors, Inc
|
|
|
|
|
|
Dean Capital Management
|
|
|
|
|
|
Y-Intercept (Hong Kong) Ltd
|
|
|
|
|
|
VSTIX - VALIC Co I - Stock Index Fund
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
Syverson Strege & Co
|
|
|
|
|
|
Readystate Asset Management Lp
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF
|
|
|
|
|
|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
|
|
|
Outlook Wealth Advisors, LLC
|
|
|
|
|
|
DRW Securities, LLC
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
Polymer Capital Management (US) LLC
|
|
|
|
|
|
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares
|
|
|
|
|
|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
|
|
|
|
|
Carnegie Lake Advisors LLC
|
|
|
|
|
|
Avidian Wealth Solutions, LLC
|
|
|
|
|
|
FSC Wealth Advisors, LLC
|
|
|
|
|
|
IFG Advisory, LLC
|
|
|
|
|
|
WCG Wealth Advisors LLC
|
|
|
|
|
|
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
|
|
|
|
|
UYG - PROSHARES TRUST - ProShares Ultra Financials
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
Metis Global Partners, LLC
|
|
|
|
|
|
Evercore Wealth Management, LLC
|
|
|
|
|
|
Barnes Dennig Private Wealth Management LLC
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Element Pointe Advisors, Llc
|
|
|
|
|
|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
|
|
|
|
|
Genus Capital Management Inc.
|
|
|
|
|
|
Crowley Wealth Management, Inc.
|
|
|
|
|
|
CFIPX - LEGG MASON PARTNERS EQUITY TRUST - QS Global Equity Fund Class A
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
WestEnd Advisors, LLC
|
|
|
|
|
|
Allen Wealth Management, Llc
|
|
|
|
|
|
C M Bidwell & Associates Ltd
|
|
|
|
|
|
Murphy Pohlad Asset Management LLC
|
|
|
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
|
|
|
|
|
BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Equity-Income Portfolio Class 1
|
|
|
|
|
|
EQWL - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 100 Equal Weight ETF
|
|
|
|
|
|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
|
|
|
|
|
Kimelman & Baird, LLC
|
|
|
|
|
|
SIXA - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Mega Cap Equity ETF
|
|
|
|
|
|
Means Investment Co., Inc.
|
|
|
|
|
|
Resources Management Corp /ct/ /adv
|
|
|
|
|
|
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares
|
|
|
|
|
|
Webster Bank, N. A.
|
|
|
|
|
|
Atlas Capital Advisors Llc
|
|
|
|
|
|
FNCL - FIDELITY COVINGTON TRUST - Fidelity MSCI Financials Index ETF
|
|
|
|
|
|
Shell Asset Management Co
|
|
|
|
|
|
Magnolia Capital Management Ltd
|
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
|
|
|
|
|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
|
|
|
|
LSVEX - ADVISORS' INNER CIRCLE FUND - LSV VALUE EQUITY FUND Institutional Class Shares
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
MJT & Associates Financial Advisory Group, Inc.
|
|
|
|
|
|
AustralianSuper Pty Ltd
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA WORLD EQUITY INCOME SERIES
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Nationwide Fund Class I
|
|
|
|
|
|
Rbo & Co Llc
|
|
|
|
|
|
Wolf Group Capital Advisors
|
|
|
|
|
|
GIMFX - GMO TRUST - GMO Implementation Fund
|
|
|
|
|
|
Wescott Financial Advisory Group, LLC
|
|
|
|
|
|
Guyasuta Investment Advisors Inc
|
|
|
|
|
|
UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund
|
|
|
|
|
|
Pflug Koory, LLC
|
|
|
|
|
|
FNY Investment Advisers, LLC
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
FBGRX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth Fund
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
Marshall Wace, Llp
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
|
|
|
|
TFNS - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Financials ETF
|
|
|
|
|
|
Capstone Investment Advisors, Llc
|
|
|
|
|
|
Turtle Creek Wealth Advisors, LLC
|
|
|
|
|
|
Agf Management Ltd
|
|
|
|
|
|
Board of the Pension Protection Fund
|
|
|
|
|
|
Advisory Alpha, LLC
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
TOWFX - MSS Series Trust - Towpath Focus Fund Institutional Share Class
|
|
|
|
|
|
GFG Capital, LLC
|
|
|
|
|
|
HF Advisory Group, LLC
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
|
|
|
|
|
|
VBCVX - VALIC Co I - Systematic Value Fund
|
|
|
|
|
|
Missouri Trust & Investment Co
|
|
|
|
|
|
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Fidelity Institutional AM Worldwide Fund Class II
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
|
|
Jnl Series Trust - Jnl/s&p 4 Fund (a)
|
|
|
|
|
|
NEFSX - Natixis Funds Trust I - Natixis U.S. Equity Opportunities Fund Class A
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
Hilltop Holdings Inc.
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
BGEAX - Datum One Series Trust - BRANDES GLOBAL EQUITY FUND Class A
|
|
|
|
|
|
Hutchinson Capital Management/ca
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2
|
|
|
|
|
|
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F
|
|
|
|
|
|
Whitaker-Myers Wealth Managers, LTD.
|
|
|
|
|
|
Rodgers Brothers Inc.
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
Transamerica Financial Advisors, Inc.
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco ESG S&P 500 Equal Weight ETF
|
|
|
|
|
|
FWOZX - FIDELITY SUMMER STREET TRUST - Fidelity Women's Leadership Fund Fidelity Advisor Women's Leadership Fund: Class Z
|
|
|
|
|
|
Sicart Associates LLC
|
|
|
|
|
|
Twin Tree Management, LP
|
|
|
|
|
|
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class
|
|
|
|
|
|
Guggenheim Strategic Opportunities Fund
|
|
|
|
|
|
AMF Pensionsforsakring AB
|
|
|
|
|
|
Wealth Preservation Advisors, LLC
|
|
|
|
|
|
DODBX - DODGE & COX FUNDS - Dodge & Cox Balanced Fund
|
|
|
|
|
|
USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF
|
|
|
|
|
|
Equitable Holdings, Inc.
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
Aster Capital Management (DIFC) Ltd
|
|
|
|
|
|
LOM Asset Management Ltd
|
|
|
|
|
|
Diversify Advisory Services, LLC
|
|
|
|
|
|
Public Sector Pension Investment Board
|
|
|
|
|
|
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
Cable Hill Partners, LLC
|
|
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Hartford Financial Management Inc.
|
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Retirement Wealth Solutions LLC
|
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WFA of San Diego, LLC
|
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|
VSRDX - VALIC Co I - U.S. Socially Responsible Fund
|
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|
Round Rock Advisors, LLC
|
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|
Moors & Cabot, Inc.
|
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STXV - EA Series Trust - Strive 1000 Value ETF
|
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MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
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|
SILVER OAK SECURITIES, Inc
|
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ERNZ - Listed Funds Trust - TrueShares Active Yield ETF
|
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|
Fifth Third Bancorp
|
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|
Adviser Investments LLC
|
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|
THRIVENT SERIES FUND INC - Thrivent Large Cap Value Portfolio Class A
|
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|
Bridgewater Advisors Inc.
|
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|
USISX - USAA MUTUAL FUNDS TRUST - Income Stock Fund Shares
|
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|
Stephens Consulting, LLC
|
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PORIX - Perpetual Americas Funds Trust - Trillium ESG Global Equity Fund Institutional Shares
|
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|
Kathmere Capital Management, LLC
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ULPIX - Profunds - Ultrabull Profund Investor Class
|
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|
Xponance, Inc.
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|
Lido Advisors, LLC
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Revisor Wealth Management LLC
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PKW - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco BuyBack Achievers ETF
|
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|
Gould Capital, LLC
|
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|
AdviceOne Advisory Services, LLC
|
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|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
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|
OAKMX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Fund Investor Class
|
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|
Frank, Rimerman Advisors LLC
|
|
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JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
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|
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|
DGT - SPDR SERIES TRUST - SPDR(R) Global Dow ETF
|
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RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
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|
Ethos Financial Group, LLC
|
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Institutional Investment Strategy Fund
|
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IXG - iSHARES TRUST - iShares Global Financials ETF
|
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Mystic Asset Management, Inc.
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Intech Investment Management Llc
|
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Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio
|
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|
Sciencast Management LP
|
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|
VOOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Growth Index Fund ETF Shares
|
|
|
|
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|
Donald L. Hagan, LLC
|
|
|
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|
NORTHWESTERN MUTUAL SERIES FUND INC - Mid Cap Value Portfolio
|
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|
Canandaigua National Bank & Trust Co
|
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|
Teachers Retirement System Of The State Of Kentucky
|
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|
Iron Horse Wealth Management, LLC
|
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|
United Advisor Group, LLC
|
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IHT Wealth Management, LLC
|
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PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF
|
|
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|
Pathstone Holdings, LLC
|
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|
Wellington Shields Capital Management, LLC
|
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Argent Capital Management Llc
|
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HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
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|
Neo Ivy Capital Management
|
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Resonant Capital Advisors, LLC
|
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MCF Advisors LLC
|
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Strategy Asset Managers Llc
|
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POSKX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Stock Fund
|
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|
Curbstone Financial Management Corp
|
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Gulf International Bank (UK) Ltd
|
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BLCN - Siren ETF Trust - Siren Nasdaq NexGen Economy ETF
|
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|
Barrett & Company, Inc.
|
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|
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
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|
LEGR - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Indxx Innovative Transaction & Process ETF
|
|
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|
Stratos Wealth Partners, LTD.
|
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|
EP Wealth Advisors, Inc.
|
|
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|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
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|
Nwam Llc
|
|
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MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
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|
Mml Investors Services, Llc
|
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|
Stanley-Laman Group, Ltd.
|
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|
MML Series Investment Fund II - MML Equity Fund Initial Class
|
|
|
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|
|
ExodusPoint Capital Management, LP
|
|
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|
Quotient Wealth Partners, LLC
|
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|
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund
|
|
|
|
|
|
LMUSX - LEGG MASON PARTNERS EQUITY TRUST - QS U.S. Large Cap Equity Fund Class FI
|
|
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|
Railway Pension Investments Ltd
|
|
|
|
|
|
NUDV - Nushares ETF Trust - Nuveen ESG Dividend ETF
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
Commonwealth Retirement Investments LLC
|
|
|
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|
Studio Investment Management Llc
|
|
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|
Ag2r La Mondiale Gestion D'actifs
|
|
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|
|
Citigroup Inc
|
|
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|
NEOS Investment Management LLC
|
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|
Mn Services Vermogensbeheer B.V.
|
|
|
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|
AdvisorNet Financial, Inc
|
|
|
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|
|
Fulton Bank, N.a.
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Value Fund Standard Class II
|
|
|
|
|
|
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF
|
|
|
|
|
|
Dorsey Wright & Associates
|
|
|
|
|
|
Spdr S&p 500 Etf Trust
|
|
|
|
|
|
PDS Planning, Inc
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
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|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
Plato Investment Management Ltd
|
|
|
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|
|
Boston Private Wealth Llc
|
|
|
|
|
|
Todd Asset Management Llc
|
|
|
|
|
|
FFLC - FIDELITY COVINGTON TRUST - Fidelity New Millennium ETF
|
|
|
|
|
|
Semmax Financial Advisors Inc.
|
|
|
|
|
|
Caisse Des Depots Et Consignations
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
Versor Investments LP
|
|
|
|
|
|
FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6
|
|
|
|
|
|
Financial Network Wealth Advisors LLC
|
|
|
|
|
|
IFM Investors Pty Ltd
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
Atwood & Palmer Inc
|
|
|
|
|
|
Summit Financial Wealth Advisors, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A
|
|
|
|
|
|
Camden Capital, LLC
|
|
|
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
|
|
|
|
|
Clarity Capital Partners LLC
|
|
|
|
|
|
McGlone Suttner Wealth Management, Inc.
|
|
|
|
|
|
Steel Peak Wealth Management LLC
|
|
|
|
|
|
Next Level Private LLC
|
|
|
|
|
|
Rehmann Capital Advisory Group
|
|
|
|
|
|
Townsquare Capital Llc
|
|
|
|
|
|
Gifford Fong Associates
|
|
|
|
|
|
M&G Plc
|
|
|
|
|
|
Artemis Investment Management LLP
|
|
|
|
|
|
Mondrian Investment Partners LTD
|
|
|
|
|
|
WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
|
|
|
|
|
Community Bank, N.A.
|
|
|
|
|
|
Dynamic Advisor Solutions LLC
|
|
|
|
|
|
Machina Capital S.a.s.
|
|
|
|
|
|
Great Lakes Advisors, Llc
|
|
|
|
|
|
OMNI 360 Wealth, Inc.
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A)
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class
|
|
|
|
|
|
Bank of New Hampshire
|
|
|
|
|
|
Nemes Rush Group LLC
|
|
|
|
|
|
Cyndeo Wealth Partners, LLC
|
|
|
|
|
|
Candriam Luxembourg S.C.A.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Sanibel Captiva Trust Company, Inc.
|
|
|
|
|
|
SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
|
|
|
|
|
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
|
|
|
|
|
Nordea Investment Management Ab
|
|
|
|
|
|
Crawford Investment Counsel Inc
|
|
|
|
|
|
Alerus Financial Na
|
|
|
|
|
|
Harbor Capital Advisors, Inc.
|
|
|
|
|
|
Vinva Investment Management Ltd
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
Kestra Investment Management, LLC
|
|
|
|
|
|
Bill Few Associates, Inc.
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
O'Brien Greene & Co. Inc
|
|
|
|
|
|
Chicago Partners Investment Group LLC
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
|
|
|
|
|
NULV - Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
Horizon Kinetics Asset Management Llc
|
|
|
|
|
|
SkyView Investment Advisors, LLC
|
|
|
|
|
|
IPG Investment Advisors LLC
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
|
|
|
|
|
|
North Capital, Inc.
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
Silicon Valley Capital Partners
|
|
|
|
|
|
FORA Capital, LLC
|
|
|
|
|
|
Alliance Wealth Management Group
|
|
|
|
|
|
Dumont & Blake Investment Advisors Llc
|
|
|
|
|
|
TCI Wealth Advisors, Inc.
|
|
|
|
|
|
FLDFX - Meeder Funds - BALANCED FUND Retail Class
|
|
|
|
|
|
Osterweis Capital Management Inc
|
|
|
|
|
|
IYF - iSHARES TRUST - iShares U.S. Financials ETF
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
SJVCX - STEWARD FUNDS, INC. - Steward Large Cap Value Fund Class C
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
New Age Alpha Advisors, LLC
|
|
|
|
|
|
Nilsine Partners, LLC
|
|
|
|
|
|
IGHSX - Voya VARIABLE PORTFOLIOS INC - Voya Global Equity Portfolio Class S
|
|
|
|
|
|
Briaud Financial Planning, Inc
|
|
|
|
|
|
PWV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Large Cap Value ETF
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class
|
|
|
|
|
|
Empirical Finance, LLC
|
|
|
|
|
|
Cornerstone Advisors, LLC
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
Fiduciary Financial Group, Llc
|
|
|
|
|
|
Kelly Lawrence W & Associates Inc/ca
|
|
|
|
|
|
LFL Advisers, LLC
|
|
|
|
|
|
Generali Asset Management SPA SGR
|
|
|
|
|
|
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF
|
|
|
|
|
|
Penserra Capital Management LLC
|
|
|
|
|
|
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
Stephenson & Company, Inc.
|
|
|
|
|
|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
|
|
|
|
Morningstar Investment Services LLC
|
|
|
|
|
|
Crux Wealth Advisors
|
|
|
|
|
|
New York Life Investment Management Llc
|
|
|
|
|
|
Poehling Capital Management, LLC
|
|
|
|
|
|
VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF
|
|
|
|
|
|
Bfsg, Llc
|
|
|
|
|
|
Trust Co
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
|
|
|
|
Permanent Capital Management, LP
|
|
|
|
|
|
RDVY - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Rising Dividend Achievers ETF
|
|
|
|
|
|
Sigma Planning Corp
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
|
|
|
|
|
|
Burney Co/
|
|
|
|
|
|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
|
|
|
|
Alhambra Investment Partners LLC
|
|
|
|
|
|
RYFIX - RYDEX SERIES FUNDS - Financial Services Fund Investor Class
|
|
|
|
|
|
Koesten, Hirschmann & Crabtree, INC.
|
|
|
|
|
|
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
|
|
|
|
|
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
|
|
|
|
|
Beirne Wealth Consulting Services, LLC
|
|
|
|
|
|
FEIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Income Fund Class A
|
|
|
|
|
|
Thoroughbred Financial Services, Llc
|
|
|
|
|
|
Simplicity Wealth,LLC
|
|
|
|
|
|
SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A
|
|
|
|
|
|
GCAEX - Gabelli Equity Series Funds Inc - The Gabelli Equity Income Fund Class A
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Global Responsibility Equity Fund Class A
|
|
|
|
|
|
FEGE - RBB Fund Trust - First Eagle Global Equity ETF
|
|
|
|
|
|
SlateStone Wealth, LLC
|
|
|
|
|
|
Pinkerton Retirement Specialists, LLC
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
|
|
|
|
|
Addison Capital Co
|
|
|
|
|
|
FLPSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock Fund
|
|
|
|
|
|
Ritholtz Wealth Management
|
|
|
|
|
|
Bellevue Asset Management, Llc
|
|
|
|
|
|
Strategic Investment Advisors / MI
|
|
|
|
|
|
Warner Financial, Inc
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
Petros Family Wealth, LLC
|
|
|
|
|
|
Great Valley Advisor Group, Inc.
|
|
|
|
|
|
Boston Common Asset Management, LLC
|
|
|
|
|
|
FVD - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line Dividend Index Fund
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
|
|
SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A
|
|
|
|
|
|
Millington Financial Advisors, LLC
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
FSLVX - FIDELITY DEVONSHIRE TRUST - Fidelity Stock Selector Large Cap Value Fund
|
|
|
|
|
|
Wilson & Boucher Capital Management, LLC
|
|
|
|
|
|
Kmg Fiduciary Partners, Llc
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
Edgemoor Investment Advisors, Inc.
|
|
|
|
|
|
Cary Street Partner Investment Advisory Llc
|
|
|
|
|
|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
Gabelli Convertible & Income Securities Fund Inc
|
|
|
|
|
|
Czech National Bank
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
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|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
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|
|
|
DELAWARE VIP TRUST - Delaware VIP Total Return Series Service
|
|
|
|
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|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF
|
|
|
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|
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
|
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|
Evoke Wealth, Llc
|
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Truvestments Capital Llc
|
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Hudson Valley Investment Advisors Inc /adv
|
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|
Treasurer of the State of North Carolina
|
|
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|
|
Stock Yards Bank & Trust Co
|
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|
Twin Peaks Wealth Advisors, LLC
|
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|
Korea Investment CORP
|
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|
Prudential Financial Inc
|
|
|
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|
Allegheny Financial Group LTD
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3
|
|
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|
|
M.e. Allison & Co., Inc.
|
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|
Mackenzie Financial Corp
|
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RKL Wealth Management LLC
|
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UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
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|
Neville Rodie & Shaw Inc
|
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Bruce G. Allen Investments, LLC
|
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SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF
|
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|
Opal Wealth Advisors, LLC
|
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Rhumbline Advisers
|
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Edgestream Partners, L.P.
|
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DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
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PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
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Isthmus Partners, Llc
|
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SUSA - iSHARES TRUST - iShares MSCI USA ESG Select ETF
|
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|
|
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|
HSGFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Growth Fund
|
|
|
|
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|
Hazlett, Burt & Watson, Inc.
|
|
|
|
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|
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund
|
|
|
|
|
|
PXWIX - PAX WORLD FUNDS SERIES TRUST III - Pax Ellevate Global Women's Leadership Fund Institutional Class
|
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|
Arjuna Capital
|
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Primecap Management Co/ca/
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Core Alternative Capital
|
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SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF
|
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|
Ameriflex Group, Inc.
|
|
|
|
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|
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
|
|
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|
|
Wealthspire Advisors, LLC
|
|
|
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|
Mairs & Power Inc
|
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Quadrant Capital Group Llc
|
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denkapparat Operations GmbH
|
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VLLU - Harbor ETF Trust - Harbor AlphaEdge Large Cap Value ETF
|
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|
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|
|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
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|
|
|
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
|
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|
Renaissance Technologies Llc
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
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|
|
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|
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
|
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|
KBC Group NV
|
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Ofi Invest Asset Management
|
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SPMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Momentum ETF
|
|
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|
Mcrae Capital Management Inc
|
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|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
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PY - Principal Exchange-Traded Funds - Principal Shareholder Yield Index ETF
|
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Jackson Creek Investment Advisors LLC
|
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Cobblestone Capital Advisors Llc /ny/
|
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|
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional
|
|
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|
Slocum, Gordon & Co LLP
|
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|
Baird Financial Group, Inc.
|
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Heritage Wealth Management, Inc.
|
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WoodTrust Financial Corp
|
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Macquarie Group Ltd
|
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Yacktman Asset Management Lp
|
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Vaughan David Investments Inc/il
|
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Interchange Capital Partners, LLC
|
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|
Amundi
|
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|
Perkins Coie Trust Co
|
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Atticus Wealth Management, Llc
|
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FEQTX - FIDELITY FINANCIAL TRUST - Fidelity Equity Dividend Income Fund
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
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|
|
Nomura Holdings Inc
|
|
|
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|
Avanza Fonder AB
|
|
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|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
|
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|
Motco
|
|
|
|
|
|
FNKLX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Value Discovery Fund
|
|
|
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|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
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|
|
1620 Investment Advisors, Inc.
|
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|
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|
Philadelphia Trust Co
|
|
|
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|
|
LSVGX - ADVISORS' INNER CIRCLE FUND - LSV Global Value Fund Institutional Class Shares
|
|
|
|
|
|
FEAC - FIDELITY COVINGTON TRUST - Fidelity Enhanced U.S. All-Cap Equity ETF
|
|
|
|
|
|
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6
|
|
|
|
|
|
Net Worth Advisory Group
|
|
|
|
|
|
TrueMark Investments, LLC
|
|
|
|
|
|
BSW Wealth Partners
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
Atlantic Private Wealth, LLC
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
Beverly Hills Private Wealth, LLC
|
|
|
|
|
|
Marshall & Sterling Wealth Advisors Inc.
|
|
|
|
|
|
REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF
|
|
|
|
|
|
HWAIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Value Opportunities Fund Class I
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
BITQ - EXCHANGE TRADED CONCEPTS TRUST - Bitwise Crypto Industry Innovators ETF
|
|
|
|
|
|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
Voya Global Advantage & Premium Opportunity Fund
|
|
|
|
|
|
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
|
|
|
|
|
SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A
|
|
|
|
|
|
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF
|
|
|
|
|
|
Axxcess Wealth Management, Llc
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1
|
|
|
|
|
|
CHGX - Investment Managers Series Trust II - AXS Change Finance ESG ETF
|
|
|
|
|
|
Qsemble Capital Management, LP
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
Headlands Technologies LLC
|
|
|
|
|
|
Fortitude Advisory Group L.L.C.
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF
|
|
|
|
|
|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
|
|
|
|
Sagespring Wealth Partners, Llc
|
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
|
|
|
|
|
Evelyn Partners Investment Management LLP
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
FEBAX - FIRST EAGLE FUNDS - First Eagle Global Income Builder Fund Class A
|
|
|
|
|
|
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
|
|
|
|
|
|
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class
|
|
|
|
|
|
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
FBCGX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth K6 Fund
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
|
|
|
|
First Citizens Bank & Trust Co
|
|
|
|
|
|
Zacks Investment Management
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
Benson Investment Management Company, Inc.
|
|
|
|
|
|
Raleigh Capital Management Inc.
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
South Dakota Investment Council
|
|
|
|
|
|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A
|
|
|
|
|
|
Parsons Capital Management Inc/ri
|
|
|
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
|
|
|
|
|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
|
|
|
|
Joel Isaacson & Co., LLC
|
|
|
|
|
|
Fairview Capital Investment Management, Llc
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F
|
|
|
|
|
|
Park Square Financial Group, LLC
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
PineBridge Investments, L.P.
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
Pettyjohn, Wood & White, Inc
|
|
|
|
|
|
Vestor Capital, Llc
|
|
|
|
|
|
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF
|
|
|
|
|
|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
|
|
|
Transce3nd, LLC
|
|
|
|
|
|
Bleakley Financial Group, LLC
|
|
|
|
|
|
Lombard Odier Asset Management (Switzerland) SA
|
|
|
|
|
|
VOLMX - VOLUMETRIC FUND INC - Volumetric Fund
|
|
|
|
|
|
Aspire Private Capital, LLC
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
Adage Capital Partners Gp, L.l.c.
|
|
|
|
|
|
Worldquant Millennium Advisors Llc
|
|
|
|
|
|
Maseco Llp
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
DEUTSCHE DWS VARIABLE SERIES II - DWS CROCI U.S. VIP Class A
|
|
|
|
|
|
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF
|
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
Oberweis Asset Management Inc/
|
|
|
|
|
|
Gabelli Equity Trust Inc
|
|
|
|
|
|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
|
|
|
|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
|
|
|
|
|
Exchange Bank
|
|
|
|
|
|
Altfest L J & Co Inc
|
|
|
|
|
|
MASTERINVEST Kapitalanlage GmbH
|
|
|
|
|
|
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV
|
|
|
|
|
|
Brookstone Capital Management
|
|
|
|
|
|
Harris Oakmark ETF Trust - Oakmark U.S. Large Cap ETF
|
|
|
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF
|
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
Mather Group, Llc.
|
|
|
|
|
|
QRVLX - FPA FUNDS TRUST - FPA Queens Road Value Fund
|
|
|
|
|
|
Natixis
|
|
|
|
|
|
First Command Advisory Services, Inc.
|
|
|
|
|
|
Tiemann Investment Advisors, Llc
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
Nvwm, Llc
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
QDFPAX - DAVIS VARIABLE ACCOUNT FUND INC - Davis Financial Portfolio
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
Fragasso Group Inc.
|
|
|
|
|
|
Falcon Wealth Planning
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
LGT Financial Advisors LLC
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
Gts Securities Llc
|
|
|
|
|
|
QCELX - AQR Funds - AQR Large Cap Multi-Style Fund Class I
|
|
|
|
|
|
Wilkins Investment Counsel Inc
|
|
|
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
|
|
|
|
|
TQMVX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Value Equity Fund
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
|
|
|
|
|
Delta Accumulation, LLC
|
|
|
|
|
|
Hrt Financial Lp
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
Oxford Asset Management Llp
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
Cantor Fitzgerald Investment Adviser L.p.
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
Creative Capital Management Investments LLC
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
Hennion & Walsh Asset Management, Inc.
|
|
|
|
|
|
FGIPX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Growth and Income Fund Institutional Class
|
|
|
|
|
|
LVW Advisors, LLC
|
|
|
|
|
|
IFG Advisors, LLC
|
|
|
|
|
|
Profunds - Profund Vp Bull
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
Addison Advisors LLC
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Multi-Cap Core Fund Class IA Shares
|
|
|
|
|
|
WealthTrak Capital Management LLC
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
IPEAX - Voya INVESTORS TRUST - Voya Large Cap Value Portfolio Class ADV
|
|
|
|
|
|
PRAXIS FUNDS - Praxis Impact Large Cap Value ETF
|
|
|
|
|
|
PEPS - Morgan Stanley ETF Trust - Parametric Equity Plus ETF
|
|
|
|
|
|
PDIAX - VIRTUS EQUITY TRUST - Virtus Rampart Enhanced Core Equity Fund Class A
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
|
|
|
|
Elo Mutual Pension Insurance Co
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
|
|
|
|
|
|
Kovack Advisors, Inc.
|
|
|
|
|
|
WTV - WisdomTree Trust - WisdomTree U.S. Quality Shareholder Yield Fund N/A
|
|
|
|
|
|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
|
|
CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A
|
|
|
|
|
|
Centricity Wealth Management, LLC
|
|
|
|
|
|
Washington Trust Advisors, Inc.
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
Yoffe Investment Management, LLC
|
|
|
|
|
|
LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
Bailard, Inc.
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares
|
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Bnc Wealth Management, Llc
|
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|
Vestmark Advisory Solutions, Inc.
|
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Oak Thistle LLC
|
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Sentinus, LLC
|
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Minichmacgregor Wealth Management, Llc
|
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|
Valeo Financial Advisors, LLC
|
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Fisher Asset Management, LLC
|
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Farringdon Capital, Ltd.
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Norinchukin Bank, The
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Founders Financial Securities Llc
|
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Cibc World Markets Corp
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Capital Investment Advisors, LLC
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|
Royal Bank Of Canada
|
|
|
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|
Tower Research Capital LLC (TRC)
|
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BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
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|
|
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|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
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|
Voya Global Equity Dividend & Premium Opportunity Fund
|
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|
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|
Tudor Investment Corp Et Al
|
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|
Farmers & Merchants Trust Co of Chambersburg PA
|
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|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Select Mid Cap Managed Volatility Fund Standard Class
|
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|
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|
Graphene Investments SAS
|
|
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|
FUKOKU MUTUAL LIFE INSURANCE Co
|
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
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|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
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|
PWS - Pacer Funds Trust - Pacer WealthShield ETF
|
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Advisor Group Holdings, Inc.
|
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GMUEX - GMO TRUST - GMO U.S. Equity Fund Class III
|
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Northern Oak Wealth Management Inc
|
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NewSquare Capital LLC
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Oregon Public Employees Retirement Fund
|
|
|
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Prudential Plc
|
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FLKSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock K6 Fund
|
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|
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CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
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|
Trifecta Capital Advisors, LLC
|
|
|
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Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
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|
QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares
|
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|
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VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares
|
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Nova Wealth Management, Inc.
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Chilton Capital Management Llc
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USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A
|
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KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
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|
Vise Technologies, Inc.
|
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ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
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|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
|
|
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|
TMMAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed Managed Volatility Fund Class F
|
|
|
|
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|
SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1
|
|
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|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
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|
Rathbone Brothers plc
|
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Change Path, LLC
|
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FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund
|
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|
PFG Investments, LLC
|
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ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund
|
|
|
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|
Vanguard Group Inc
|
|
|
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|
NAWGX - Voya MUTUAL FUNDS - Voya Global Equity Fund Class A
|
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|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
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|
Arkadios Wealth Advisors
|
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Transcend Wealth Collective, Llc
|
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IVW - iSHARES TRUST - iShares S&P 500 Growth ETF
|
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ESGIX - VALUED ADVISERS TRUST - Dana Epiphany ESG Equity Fund Institutional Class Shares
|
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Leavell Investment Management, Inc.
|
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DekaBank Deutsche Girozentrale
|
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Invst, LLC
|
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Marco Investment Management Llc
|
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Thompson Siegel & Walmsley Llc
|
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Builder Investment Group Inc /adv
|
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Healthcare Of Ontario Pension Plan Trust Fund
|
|
|
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|
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF
|
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|
AllSquare Wealth Management LLC
|
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|
Hanson & Doremus Investment Management
|
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|
Principal Financial Group Inc
|
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|
We Are One Seven, LLC
|
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|
Mutual Of America Capital Management Llc
|
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|
Cromwell Holdings LLC
|
|
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|
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF
|
|
|
|
|
|
Pettee Investors, Inc.
|
|
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|
Financial Engines Advisors L.L.C.
|
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|
UniSuper Management Pty Ltd
|
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|
Summit Financial Strategies, Inc.
|
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|
Courier Capital Llc
|
|
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|
IAVGX - Voya VARIABLE FUNDS - Voya Growth and Income Portfolio Class ADV
|
|
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|
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|
Hm Payson & Co
|
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|
Graney & King, LLC
|
|
|
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|
GW&K Investment Management, LLC
|
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|
Forefront Wealth Management Inc.
|
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|
Tompkins Financial Corp
|
|
|
|
|
|
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF
|
|
|
|
|
|
Eqis Capital Management, Inc.
|
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|
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|
|
Ubs Asset Management Americas Inc
|
|
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|
|
Quarry LP
|
|
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|
PARMX - PARNASSUS FUNDS - Parnassus Mid Cap Fund Investor Shares
|
|
|
|
|
|
S-Bank Fund Management Ltd
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
|
|
|
|
|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund
|
|
|
|
|
|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
|
|
|
|
Pragma Gestao De Patrimonio Ltd
|
|
|
|
|
|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
|
|
|
|
|
Teza Capital Management LLC
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
Premier Path Wealth Partners, LLC
|
|
|
|
|
|
Werba Rubin Papier Wealth Management
|
|
|
|
|
|
Ledyard National Bank
|
|
|
|
|
|
NZUS - SPDR SERIES TRUST - SPDR MSCI USA Climate Paris Aligned ETF
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
|
|
|
|
|
Sepio Capital, LP
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
High Note Wealth, LLC
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
Dean Investment Associates, Llc
|
|
|
|
|
|
Employees Retirement System of Texas
|
|
|
|
|
|
Cidel Asset Management Inc
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
Maia Wealth LLC
|
|
|
|
|
|
Parcion Private Wealth LLC
|
|
|
|
|
|
DDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Dividend ETF
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
Berkshire Asset Management Llc/pa
|
|
|
|
|
|
Tradewinds Capital Management, LLC
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
Kentucky Retirement Systems
|
|
|
|
|
|
Drucker Wealth 3.0, LLC
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
Clark Financial Services Group Inc /bd
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
|
|
|
|
BLB&B Advisors, LLC
|
|
|
|
|
|
Koshinski Asset Management, Inc.
|
|
|
|
|
|
BKPIX - Profunds - Banks Ultrasector Profund Investor Class
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
Raiffeisen Bank International AG
|
|
|
|
|
|
Northwest Bancshares, Inc.
|
|
|
|
|
|
Tranquilli Financial Advisor LLC
|
|
|
|
|
|
Great Lakes Retirement, Inc.
|
|
|
|
|
|
Trinity Financial Advisors LLC
|
|
|
|
|
|
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
GABF - Gabelli ETFs Trust - Gabelli Financial Services Opportunities ETF
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
|
|
|
|
Beacon Investment Advisory Services, Inc.
|
|
|
|
|
|
Bank of Jackson Hole Trust
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
Andra AP-fonden
|
|
|
|
|
|
Qtron Investments LLC
|
|
|
|
|
|
Vivid Wealth Management, LLC
|
|
|
|
|
|
Auxier Asset Management
|
|
|
|
|
|
Rakuten Investment Management, Inc.
|
|
|
|
|
|
Caas Capital Management Lp
|
|
|
|
|
|
Northwest & Ethical Investments L.P.
|
|
|
|
|
|
Fieldview Capital Management, LLC
|
|
|
|
|
|
Battery Global Advisors, LLC
|
|
|
|
|
|
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
VEGN - ETF Series Solutions - US Vegan Climate ETF
|
|
|
|
|
|
Calamos ETF Trust - Calamos Antetokounmpo Global Sustainable Equities ETF
|
|
|
|
|
|
Paradigm Asset Management Co Llc
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF
|
|
|
|
|
|
Mbb Public Markets I Llc
|
|
|
|
|
|
Kanawha Capital Management Llc
|
|
|
|
|
|
Greystone Financial Group, LLC
|
|
|
|
|
|
Coastal Investment Advisors, Inc.
|
|
|
|
|
|
Matisse Capital
|
|
|
|
|
|
Checchi Capital Advisers, LLC
|
|
|
|
|
|
WealthCollab, LLC
|
|
|
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
|
|
|
|
|
|
Sage Capital Management, LLC
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
|
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
|
|
|
|
|
|
Taikang Asset Management (Hong Kong) Co Ltd
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund
|
|
|
|
|
|
SRIGX - Gabelli ESG Fund, Inc. - Gabelli ESG Fund, Inc. Class AAA
|
|
|
|
|
|
STRV - EA Series Trust - Strive 500 ETF
|
|
|
|
|
|
RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF
|
|
|
|
|
|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
|
|
|
|
Legacy Financial Advisors, Inc.
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
Jeppson Wealth Management, Llc
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF
|
|
|
|
|
|
TOWER TRUST & INVESTMENT Co
|
|
|
|
|
|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
|
|
|
|
N.E.W. Advisory Services LLC
|
|
|
|
|
|
Arrowstreet Capital, Limited Partnership
|
|
|
|
|
|
Sumitomo Mitsui Financial Group, Inc.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP ClearBridge QS Select Large Cap Managed Volatility Fund Standard Class
|
|
|
|
|
|
S&t Bank/pa
|
|
|
|
|
|
GEIZX - GuideStone Funds - Growth Equity Index Fund Investor
|
|
|
|
|
|
Knights of Columbus Asset Advisors LLC
|
|
|
|
|
|
OFVIX - ADVISORS SERIES TRUST - O'Shaughnessy Market Leaders Value Fund Class I
|
|
|
|
|
|
Pacific Center for Financial Services
|
|
|
|
|
|
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund
|
|
|
|
|
|
ASB Consultores, LLC
|
|
|
|
|
|
Sax Wealth Advisors, Llc
|
|
|
|
|
|
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio -
|
|
|
|
|
|
Invesco, Llc
|
|
|
|
|
|
O'Keefe Stevens Advisory, Inc.
|
|
|
|
|
|
Alteri Wealth LLC
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
Redhawk Wealth Advisors, Inc.
|
|
|
|
|
|
Galvin, Gaustad & Stein, LLC
|
|
|
|
|
|
Global Financial Private Client, LLC
|
|
|
|
|
|
GAGAX - GAMCO GLOBAL SERIES FUNDS, INC - The Gabelli Global Rising Income and Dividend Fund CLASS A
|
|
|
|
|
|
Clearbridge Investments, LLC
|
|
|
|
|
|
UDI - USCF ETF Trust - USCF Dividend Income Fund
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
Lincoln Capital LLC
|
|
|
|
|
|
Transform Wealth, LLC
|
|
|
|
|
|
First PREMIER Bank
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A
|
|
|
|
|
|
Wealth Quarterback LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Large Company Value Fund Standard Class II
|
|
|
|
|
|
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
|
|
|
|
|
|
Longboard Asset Management, LP
|
|
|
|
|
|
TCTC Holdings, LLC
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
Level Four Advisory Services, Llc
|
|
|
|
|
|
BOK Financial Private Wealth, Inc.
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
CSM Advisors, LLC
|
|
|
|
|
|
Asset Planning,Inc
|
|
|
|
|
|
Gabelli Dividend & Income Trust
|
|
|
|
|
|
VCGAX - VALIC Co I - Growth & Income Fund
|
|
|
|
|
|
LOMAX - ADVISORS SERIES TRUST - Edgar Lomax Value Fund Investor Class
|
|
|
|
|
|
Western Financial Corp/CA
|
|
|
|
|
|
McKinley Carter Wealth Services, Inc.
|
|
|
|
|
|
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A
|
|
|
|
|
|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
|
|
|
|
Ibex Wealth Advisors
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
Monument Capital Management
|
|
|
|
|
|
Dorsey & Whitney Trust CO LLC
|
|
|
|
|
|
RESGX - GLENMEDE FUND INC - Responsible ESG U.S. Equity Portfolio
|
|
|
|
|
|
Louisbourg Investments Inc.
|
|
|
|
|
|
FSTRX - Federated Adviser Series - Federated MDT Large Cap Value Fund Class A Shares
|
|
|
|
|
|
Burns Matteson Capital Management, LLC
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
Morningstar Investment Management LLC
|
|
|
|
|
|
GVEYX - GuideStone Funds - VALUE EQUITY FUND Institutional
|
|
|
|
|
|
Richard W. Paul & Associates, LLC
|
|
|
|
|
|
THEQ - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Hedged Equity ETF
|
|
|
|
|
|
Edgewood Management Llc
|
|
|
|
|
|
GLBL - Pacer Funds Trust - Pacer MSCI World Industry Advantage ETF
|
|
|
|
|
|
Delta Financial Advisors Llc
|
|
|
|
|
|
Insigneo Advisory Services, Llc
|
|
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Avion Wealth
|
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Sumitomo Mitsui DS Asset Management Company, Ltd
|
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IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
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|
Nbc Securities, Inc.
|
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|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
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SCJAX - STEWARD FUNDS, INC. - Steward Covered Call Income Fund Class A
|
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|
Thrivent Financial For Lutherans
|
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United Community Bank
|
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Traub Capital Management LLC
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Syon Capital Llc
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BLPIX - Profunds - Bull Profund Investor Class
|
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Farmers National Bank
|
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NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Multi Cap Opportunities Fund Class I
|
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|
GM Advisory Group, Inc.
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CBIZ Investment Advisory Services, LLC
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LM Advisors LLC
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Susquehanna Portfolio Strategies, LLC
|
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TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
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|
First Manhattan Co
|
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DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF
|
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|
SJCAX - STEWARD FUNDS, INC. - Steward Large Cap Core Fund Class A
|
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FMDGX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Growth Index Fund
|
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|
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|
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
|
|
|
|
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|
MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF
|
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|
Apollon Wealth Management, LLC
|
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JNBA Financial Advisors
|
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PABU - iSHARES TRUST - iShares Paris-Aligned Climate MSCI USA ETF
|
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TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund
|
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Baldwin Brothers Inc/ma
|
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Cape Investment Advisory, Inc.
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Affinity Investment Advisors, Llc
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NewEdge Wealth, LLC
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Keyvantage Wealth, Llc
|
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Schneider Downs Wealth Management Advisors, LP
|
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Breakwater Capital Group
|
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Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
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Emerald Investment Partners, Llc
|
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Wealth Builder Fund Standard Class
|
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|
Schroder Investment Management Group
|
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Gabelli Global Utility & Income Trust
|
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Nations Financial Group Inc, /ia/ /adv
|
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DELAWARE VIP TRUST - Delaware VIP Growth and Income Series Standard
|
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Impact Asset Management GmbH
|
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DFNL - Davis Fundamental ETF Trust - Davis Select Financial ETF
|
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TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A
|
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|
EQ ADVISORS TRUST - EQ/American Century Mid Cap Value Portfolio Class IB
|
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Brandywine Global Investment Management, LLC
|
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|
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DVLU - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Value ETF
|
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|
Park Avenue Securities Llc
|
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FT Vest Rising Dividend Achievers Total Return Fund
|
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ALTL - Pacer Funds Trust - Pacer Lunt Large Cap Alternator ETF
|
|
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|
Centiva Capital, LP
|
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|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
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|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
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|
Volterra Technologies LP
|
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|
Kentucky Retirement Systems Insurance Trust Fund
|
|
|
|
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|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
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|
Portfolio Design Labs, LLC
|
|
|
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|
Axq Capital, Lp
|
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|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
|
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|
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
|
|
|
|
|
|
Wharton Business Group, LLC
|
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|
Fuller & Thaler Asset Management, Inc.
|
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|
Cary Street Partners Financial Llc
|
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|
Austin Private Wealth, LLC
|
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|
Beck Mack & Oliver Llc
|
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|
|
|
XRLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF
|
|
|
|
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|
Axa S.a.
|
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|
Amalgamated Bank
|
|
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|
Welch Capital Partners Llc/ny
|
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|
Formidable Asset Management, LLC
|
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|
Canada Pension Plan Investment Board
|
|
|
|
|
|
Humankind Benefit Corp - Humankind US Stock ETF
|
|
|
|
|
|
SPDG - SPDR SERIES TRUST - SPDR Portfolio S&P Sector Neutral Dividend ETF
|
|
|
|
|
|
L2 Asset Management, LLC
|
|
|
|
|
|
Keel Point, LLC
|
|
|
|
|
|
Hussman Strategic Advisors, Inc.
|
|
|
|
|
|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
|
|
|
|
VGLSX - VALIC Co I - Global Strategy Fund
|
|
|
|
|
|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
|
|
|
|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
|
|
|
PENN SERIES FUNDS INC - Mid Core Value Fund
|
|
|
|
|
|
Family Management Corp
|
|
|
|
|
|
Lansforsakringar Fondforvaltning AB (publ)
|
|
|
|
|
|
Hara Capital LLC
|
|
|
|
|
|
TQGEX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM Global Equity Fund
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
|
|
|
|
|
Investors Research Corp
|
|
|
|
|
|
Meadow Creek Wealth Advisors Llc
|
|
|
|
|
|
Heritage Trust Co
|
|
|
|
|
|
RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
|
|
|
|
|
|
Convergence Investment Partners, LLC
|
|
|
|
|
|
RB Capital Management, LLC
|
|
|
|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
|
|
|
|
|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
|
|
|
|
|
FIL Ltd
|
|
|
|
|
|
First National Bank & Trust Co Of Newtown
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
Clarius Group, LLC
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
Delta Capital Management Llc
|
|
|
|
|
|
FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund
|
|
|
|
|
|
Robinson Value Management, Ltd.
|
|
|
|
|
|
IVE - iSHARES TRUST - iShares S&P 500 Value ETF
|
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
|
|
|
|
|
Polar Capital Holdings Plc
|
|
|
|
|
|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A
|
|
|
|
|
|
Hartford Investment Management Co
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Lebenthal Global Advisors, LLC
|
|
|
|
|
|
PCLVX - PACE SELECT ADVISORS TRUST - PACE Large Co Value Equity Investments Class P
|
|
|
|
|
|
Bahl & Gaynor Inc
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
Sit Investment Associates Inc
|
|
|
|
|
|
OEF - iSHARES TRUST - iShares S&P 100 ETF
|
|
|
|
|
|
Signature Estate & Investment Advisors Llc
|
|
|
|
|
|
GFSIX - GABELLI EQUITY SERIES FUNDS INC - The Gabelli Global Financial Services Fund CLASS I
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
IASAX - Voya PARTNERS INC - VY(R) American Century Small-Mid Cap Value Portfolio Class ADV
|
|
|
|
|
|
TruNorth Capital Management, LLC
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Legg Mason BW Large Cap Value Portfolio Class 1
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
|
|
|
|
|
Money Concepts Capital Corp
|
|
|
|
|
|
Firestone Capital Management
|
|
|
|
|
|
Baader Bank INC
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
Lountzis Asset Management, Llc
|
|
|
|
|
|
Wealth Management Associates, Inc.
|
|
|
|
|
|
Ironwood Investment Counsel, LLC
|
|
|
|
|
|
Bayesian Capital Management, LP
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
NORTHERN FUNDS - U.S. Quality ESG Fund Class I
|
|
|
|
|
|
BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund
|
|
|
|
|
|
KDHAX - DEUTSCHE DWS INVESTMENT TRUST - DWS CROCI Equity Dividend Fund Class A
|
|
|
|
|
|
First Heartland Consultants, Inc.
|
|
|
|
|
|
AAUTX - THRIVENT MUTUAL FUNDS - Thrivent Large Cap Value Fund Class A
|
|
|
|
|
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
NANC - Tidal ETF Trust - Unusual Whales Subversive Democratic Trading ETF
|
|
|
|
|
|
Chase Investment Counsel Corp
|
|
|
|
|
|
Nicolet Advisory Services, Llc
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
|
Panagora Asset Management Inc
|
|
|
|
|
|
Orion Capital Management LLC
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
MBOVX - M FUND INC - M Large Cap Value Fund
|
|
|
|
|
|
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F
|
|
|
|
|
|
LSVD - ADVISORS' INNER CIRCLE FUND - LSV Disciplined Value ETF
|
|
|
|
|
|
Western Wealth Management, LLC
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1
|
|
|
|
|
|
Vontobel Holding Ltd.
|
|
|
|
|
|
FLV - AMERICAN CENTURY ETF TRUST - American Century Focused Large Cap Value ETF
|
|
|
|
|
|
RSPF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Financials ETF
|
|
|
|
|
|
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
|
|
|
|
|
|
FLCV - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Value ETF
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
FNPIX - Profunds - Financials Ultrasector Profund Investor Class
|
|
|
|
|
|
BlackDiamond Wealth Management Inc.
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
Fruth Investment Management
|
|
|
|
|
|
MADFX - Matrix Advisors Funds Trust - Matrix Advisors Dividend Fund
|
|
|
|
|
|
Stolper Co
|
|
|
|
|
|
Elyxium Wealth, LLC
|
|
|
|
|
|
FDx Advisors, Inc.
|
|
|
|
|
|
Court Place Advisors, LLC
|
|
|
|
|
|
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A
|
|
|
|
|
|
Skandinaviska Enskilda Banken AB (publ)
|
|
|
|
|
|
Smallwood Wealth Investment Management, LLC
|
|
|
|
|
|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
|
|
|
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares
|
|
|
|
|
|
Sittner & Nelson, Llc
|
|
|
|
|
|
Davis Selected Advisers
|
|
|
|
|
|
New England Capital Financial Advisors LLC
|
|
|
|
|
|
Westchester Capital Management, Inc.
|
|
|
|
|
|
Hillsdale Investment Management Inc.
|
|
|
|
|
|
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF
|
|
|
|
|
|
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
SPLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
|
|
|
|
|
|
DODGX - DODGE & COX FUNDS - Dodge & Cox Stock Fund
|
|
|
|
|
|
SGENX - FIRST EAGLE FUNDS - First Eagle Global Fund Class A
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
BOYAX - BOYAR VALUE FUND INC - BOYAR VALUE FUND INC Class A Shares
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
|
|
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
|
|
|
|
|
Baker Avenue Asset Management, LP
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
IMA Wealth, Inc.
|
|
|
|
|
|
Hanlon Investment Management, Inc.
|
|
|
|
|
|
Grimes & Company, Inc.
|
|
|
|
|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
|
|
|
SRN Advisors, LLC
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
BBISX - Sterling Capital Funds - Sterling Capital Behavioral Large Cap Value Equity Fund Institutional Class
|
|
|
|
|
|
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund
|
|
|
|
|
|
FXO - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Financials AlphaDEX Fund
|
|
|
|
|
|
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
VFAIX - VANGUARD WORLD FUND - Vanguard Financials Index Fund Admiral Shares
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB
|
|
|
|
|
|
Clean Yield Group
|
|
|
|
|
|
Deseret Mutual Benefit Administrators
|
|
|
|
|
|
Fairfield, Bush & Co.
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
Hayek Kallen Investment Management
|
|
|
|
|
|
Benin Management CORP
|
|
|
|
|
|
Vision Financial Markets Llc
|
|
|
|
|
|
WLDR - Two Roads Shared Trust - Affinity World Leaders Equity ETF
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
Harris Associates L P
|
|
|
|
|
|
Visionary Wealth Advisors
|
|
|
|
|
|
Peoples Financial Services Corp.
|
|
|
|
|
|
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
|
|
|
|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
DODWX - DODGE & COX FUNDS - Dodge & Cox Global Stock Fund
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
Hikari Power Ltd
|
|
|
|
|
|
FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A
|
|
|
|
|
|
Vermillion Wealth Management, Inc.
|
|
|
|
|
|
Carret Asset Management, Llc
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF
|
|
|
|
|
|
Advisors Capital Management, LLC
|
|
|
|
|
|
Loudon Investment Management, LLC
|
|
|
|
|
|
Apeiron RIA LLC
|
|
|
|
|
|
SPRAX - Prudential Investment Portfolios, Inc. 10 - Pgim Qma Mid-cap Value Fund Class A
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
Wealth Alliance
|
|
|
|
|
|
Jacobs Levy Equity Management, Inc
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P
|
|
|
|
|
|
Klingenstein Fields & Co Lp
|
|
|
|
|
|
First Commonwealth Financial Corp /pa/
|
|
|
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Aaron Wealth Advisors LLC
|
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Woodward Diversified Capital, Llc
|
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Putnam Funds Trust - Putnam Multi-cap Core Fund Class A
|
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SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
|
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Flagship Harbor Advisors, Llc
|
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Van Strum & Towne Inc.
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VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares
|
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|
SageView Advisory Group, LLC
|
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Peak6 Llc
|
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Tax-managed Growth Portfolio - Tax-managed Growth Portfolio
|
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IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF
|
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|
Chemung Canal Trust Co
|
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Williams Jones Wealth Management, LLC.
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NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
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Spectrum Wealth Counsel, LLC
|
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LYLD - Cambria ETF Trust - Cambria LargeCap Shareholder Yield ETF
|
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Abner Herrman & Brock Llc
|
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Scotia Capital Inc.
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SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
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SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
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PPADX - GMO TRUST - GMO U.S. Opportunistic Value Fund Class III
|
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Tokio Marine Asset Management Co Ltd
|
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Sunesis Advisors, LLC
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JNL SERIES TRUST - JNL/Mellon Financial Sector Fund (I)
|
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Sumitomo Mitsui Trust Holdings, Inc.
|
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Horizon Financial Services, Llc
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Advanced Series Trust - Ast Advanced Strategies Portfolio
|
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U.S. Capital Wealth Advisors, LLC
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Alliancebernstein L.p.
|
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Wolff Wiese Magana Llc
|
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GVEQX - WILLIAMSBURG INVESTMENT TRUST - Government Street Equity Fund
|
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|
Riggs Asset Managment Co. Inc.
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EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
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Fidelis Capital Partners, LLC
|
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AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
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|
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VANGUARD VARIABLE INSURANCE FUNDS - Diversified Value Portfolio
|
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|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
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NORTHWESTERN MUTUAL SERIES FUND INC - Large Company Value Portfolio
|
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University Of Texas/texas Am Investment Managment Co
|
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Zurich Insurance Group Ltd/FI
|
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Activest Wealth Management
|
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Templeton & Phillips Capital Management, LLC
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Jones Financial Companies Lllp
|
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Forsta Ap-fonden
|
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Citizens Financial Group Inc/ri
|
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EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
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Rsm Us Wealth Management Llc
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Siemens Fonds Invest GmbH
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Claro Advisors LLC
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Bank Of America Corp /de/
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SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
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Y.D. More Investments Ltd
|
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QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
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|
Cherokee Insurance Co
|
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ICONIQ Capital, LLC
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Parallel Advisors, LLC
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Hendershot Investments Inc.
|
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ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
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Ignite Planners, LLC
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Capital Analysts, Inc.
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Oregon Pacific Wealth Management, LLC
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Argus Investors' Counsel, Inc.
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Erste Asset Management GmbH
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Fortress Private Ledger, Llc
|
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Onefund, Llc
|
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SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F
|
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|
JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF
|
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|
Rialto Wealth Management, LLC
|
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Bartlett & Co. Wealth Management Llc
|
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FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund
|
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|
EIVPX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Volatility Risk Premium - Defensive Fund Institutional Class
|
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|
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
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|
Forte Capital Llc /adv
|
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|
Crews Bank & Trust
|
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|
Kera Capital Partners, Inc.
|
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NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF
|
|
|
|
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|
DLCEX - VALUED ADVISERS TRUST - Dana Large Cap Equity Fund Investor Class Shares
|
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|
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class
|
|
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|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
|
|
|
|
|
Abundance Wealth Counselors
|
|
|
|
|
|
Cornerstone Total Return Fund Inc
|
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|
Fundamentun, Llc
|
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|
Klp Kapitalforvaltning As
|
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|
Markel Corp
|
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|
Cetera Trust Company, N.A
|
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|
DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF
|
|
|
|
|
|
FineMark National Bank & Trust
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Income Portfolio
|
|
|
|
|
|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
|
|
|
|
|
Achmea Investment Management B.V.
|
|
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|
Sentry Investment Management Llc
|
|
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|
|
DWAFX - Arrow Investments Trust - ARROW DWA BALANCED FUND CLASS A SHARES
|
|
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|
|
Robeco Institutional Asset Management B.V.
|
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|
Jump Financial, LLC
|
|
|
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|
|
ACVF - ETF Opportunities Trust - American Conservative Values ETF
|
|
|
|
|
|
Banque Cantonale Vaudoise
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
MGOAX - VICTORY PORTFOLIOS - Victory Munder Mid-Cap Core Growth Fund Class A
|
|
|
|
|
|
GABELLI & Co INVESTMENT ADVISERS, INC.
|
|
|
|
|
|
TFB Advisors LLC
|
|
|
|
|
|
Waterfront Wealth Inc.
|
|
|
|
|
|
New Mexico Educational Retirement Board
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
|
|
|
|
|
Advisor OS, LLC
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
Lowe Brockenbrough & Co Inc
|
|
|
|
|
|
VIRTUS VARIABLE INSURANCE TRUST - Virtus Rampart Enhanced Core Equity Series Class A
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
Ashton Thomas Private Wealth, LLC
|
|
|
|
|
|
Capitolis Liquid Global Markets LLC
|
|
|
|
|
|
Savvy Advisors, Inc.
|
|
|
|
|
|
GSIB - Themes ETF Trust - Themes Global Systemically Important Banks ETF
|
|
|
|
|
|
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF
|
|
|
|
|
|
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
Principle Wealth Partners Llc
|
|
|
|
|
|
Aspect Partners, LLC
|
|
|
|
|
|
Ferguson Wellman Capital Management, Inc
|
|
|
|
|
|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
|
|
|
HBK Sorce Advisory LLC
|
|
|
|
|
|
FDV - Federated Hermes ETF Trust - Federated Hermes U.S. Strategic Dividend ETF
|
|
|
|
|
|
Hotchkis & Wiley Capital Management Llc
|
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
|
Alpine Bank Wealth Management
|
|
|
|
|
|
Red Tortoise LLC
|
|
|
|
|
|
Dakota Wealth Management
|
|
|
|
|
|
DUSA - Davis Fundamental ETF Trust - Davis Select U.S. Equity ETF
|
|
|
|
|
|
Bnp Paribas
|
|
|
|
|
|
MFA Wealth Services
|
|
|
|
|
|
Aviva Plc
|
|
|
|
|
|
Douglass Winthrop Advisors, LLC
|
|
|
|
|
|
Meeder Asset Management Inc
|
|
|
|
|
|
IAG Wealth Partners, LLC
|
|
|
|
|
|
Matrix Asset Advisors Inc/ny
|
|
|
|
|
|
LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF
|
|
|
|
|
|
EADIX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Tax-Managed Global Dividend Income Fund Class A
|
|
|
|
|
|
Buckingham Strategic Partners
|
|
|
|
|
|
Oppenheimer Asset Management Inc.
|
|
|
|
|
|
Haverford Trust Co
|
|
|
|
|
|
LGPIX - Profunds - Large-cap Growth Profund Investor Class
|
|
|
|
|
|
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
|
|
|
|
|
|
FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund
|
|
|
|
|
|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
ATGYX - CANTOR SELECT PORTFOLIOS TRUST - Cantor Fitzgerald Equity Opportunity Fund Institutional Class
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
Boston Research & Management Inc
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
Centaurus Financial, Inc.
|
|
|
|
|
|
Hickory Asset Management, Inc.
|
|
|
|
|
|
SAOPX - Segall Bryant & Hamill Trust - Barrett Opportunity Fund Retail Class
|
|
|
|
|
|
Alpha Omega Wealth Management LLC
|
|
|
|
|
|
Mufg Securities Americas Inc.
|
|
|
|
|
|
Cassaday & Co Wealth Management LLC
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
Rakuten Securities, Inc.
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
Catalina Capital Group, LLC
|
|
|
|
|
|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
|
|
|
|
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A
|
|
|
|
|
|
Hilltop National Bank
|
|
|
|
|
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
Heartland Bank & Trust Co
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio
|
|
|
|
|
|
Baxter Bros Inc
|
|
|
|
|
|
Acadian Asset Management Llc
|
|
|
|
|
|
RPg Family Wealth Advisory, LLC
|
|
|
|
|
|
QMOM - Alpha Architect ETF Trust - Alpha Architect U.S. Quantitative Momentum ETF
|
|
|
|
|
|
Caisse De Depot Et Placement Du Quebec
|
|
|
|
|
|
Lecap Asset Management Ltd
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
Signet Financial Management, Llc
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
Two Sigma Securities, Llc
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
Columbus Macro, LLC
|
|
|
|
|
|
USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF
|
|
|
|
|
|
SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I
|
|
|
|
|
|
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
|
|
|
|
|
Sovran Advisors, LLC
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
SNPG - DBX ETF TRUST - Xtrackers S&P 500 Growth ESG ETF
|
|
|
|
|
|
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class
|
|
|
|
|
|
Private Management Group Inc
|
|
|
|
|
|
Los Angeles Capital Management Llc
|
|
|
|
|
|
Caitlin John, LLC
|
|
|
|
|
|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
|
|
|
|
|
Graypoint LLC
|
|
|
|
|
|
TWEIX - American Century Capital Portfolios Inc - Equity Income Fund Investor Class
|
|
|
|
|
|
SYMIX - MUTUAL FUND SERIES TRUST - AlphaCentric Symmetry Strategy Fund Class I
|
|
|
|
|
|
Virginia Retirement Systems Et Al
|
|
|
|
|
|
Ilmarinen Mutual Pension Insurance Co
|
|
|
|
|
|
Fiduciary Group LLC
|
|
|
|
|
|
Marble Harbor Investment Counsel, LLC
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
SVTAX - Sei Institutional Managed Trust - Simt Global Managed Volatility Fund Class F
|
|
|
|
|
|
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
|
|
|
|
|
|
Brooktree Capital Management
|
|
|
|
|
|
Woodline Partners LP
|
|
|
|
|
|
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
|
|
|
|
|
DDIAX - Delaware Group Equity Funds V - Delaware Wealth Builder Fund Class A
|
|
|
|
|
|
Csenge Advisory Group
|
|
|
|
|
|
Gsa Capital Partners Llp
|
|
|
|
|
|
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
|
|
|
|
|
Cigna Investments Inc /new
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
|
|
|
|
|
First Community Trust Na
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
Sapient Capital Llc
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
Kennebec Savings Bank
|
|
|
|
|
|
Valmark Advisers, Inc.
|
|
|
|
|
|
Gateway Investment Advisers Llc
|
|
|
|
|
|
USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
HWLIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Large Cap Value Fund Class I
|
|
|
|
|
|
Wealth Advisors of Tampa Bay, LLC
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
Intrinsic Value Partners, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Dogs of Wall Street Portfolio Class 1
|
|
|
|
|
|
Trust Co Of Toledo Na /oh/
|
|
|
|
|
|
CoreFirst Bank & Trust
|
|
|
|
|
|
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
|
|
|
|
|
Calamos Advisors LLC
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
NOIEX - Northern Funds - Northern Income Equity Fund
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
|
|
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund
|
|
|
|
|
|
Jacobi Capital Management LLC
|
|
|
|
|
|
Quest 10 Wealth Builders, Inc.
|
|
|
|
|
|
D'Orazio & Associates, Inc.
|
|
|
|
|
|
Handelsbanken Fonder AB
|
|
|
|
|
|
PQIIX - PIMCO Equity Series - PIMCO Dividend and Income Fund Institutional Class
|
|
|
|
|
|
Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
Sheaff Brock Investment Advisors, LLC
|
|
|
|
|
|
FDWM - FIDELITY COVINGTON TRUST - Fidelity Women's Leadership ETF
|
|
|
|
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|
VSM Wealth Advisory, LLC
|
|
|
|
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|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
|
|
Mainstay Capital Management Llc /adv
|
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|
|
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|
SEUIX - Sei Institutional Managed Trust - Simt Large Cap Value Fund Class I
|
|
|
|
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|
LBWAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Diversified US Large Cap Value Fund Class A
|
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|
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|
Financial Freedom, LLC
|
|
|
|
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|
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
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|
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|
Balboa Wealth Partners
|
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|
Forum Financial Management, LP
|
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|
Sumitomo Life Insurance Co
|
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DVOL - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Low Volatility ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
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|
Bangor Savings Bank
|
|
|
|
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Profunds - Profund Vp Large-cap Value
|
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|
Bollard Group LLC
|
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Laraway Financial Inc
|
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Trillium Asset Management, Llc
|
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Roble, Belko & Company, Inc
|
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Police & Firemen's Retirement System of New Jersey
|
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Boyar Asset Management Inc.
|
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Northstar Advisory Group, LLC
|
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ASR Vermogensbeheer N.V.
|
|
|
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|
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1
|
|
|
|
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|
Css Llc/il
|
|
|
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|
|
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
TIGRX - TIAA-CREF FUNDS - TIAA-CREF Growth & Income Fund Institutional Class
|
|
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|
B. Metzler seel. Sohn & Co. AG
|
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|
BlackRock, Inc.
|
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Silverlake Wealth Management Llc
|
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Profunds - Profund Vp Financials
|
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|
Signature Resources Capital Management, LLC
|
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|
|
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MAVF - EA Series Trust - Matrix Advisors Value ETF
|
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FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
|
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|
NSCR - Nushares ETF Trust - Nuveen Sustainable Core ETF
|
|
|
|
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|
Charter Trust Co
|
|
|
|
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|
Bordeaux Wealth Advisors LLC
|
|
|
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|
Barnes Wealth Management Group, Inc
|
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|
CoreCap Advisors, LLC
|
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|
Hofer & Associates. Inc
|
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ROPE - EA Series Trust - Coastal Compass 100 ETF
|
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|
Vident Advisory, LLC
|
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|
|
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|
Compass Wealth Management LLC
|
|
|
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|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
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|
Crossmark Global Holdings, Inc.
|
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|
Meeder Advisory Services, Inc.
|
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Puff Wealth Management, Llc
|
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Inlet Private Wealth, LLC
|
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Groupe la Francaise
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Financial Services Fund Variable Annuity
|
|
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|
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
|
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|
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|
Verdence Capital Advisors LLC
|
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|
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|
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6
|
|
|
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|
Winton Capital Group Ltd
|
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FDMO - FIDELITY COVINGTON TRUST - Fidelity Momentum Factor ETF
|
|
|
|
|
|
Meiji Yasuda Asset Management Co Ltd.
|
|
|
|
|
|
SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A
|
|
|
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|
Manufacturers Life Insurance Company, The
|
|
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|
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|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
|
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
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|
Capital Fund Management S.a.
|
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Drive Wealth Management, Llc
|
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SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund
|
|
|
|
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|
HOMPX - HOTCHKIS & WILEY FUNDS /DE/ - HW Opportunities MP Fund
|
|
|
|
|
|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
|
|
|
|
|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
|
|
|
|
IMC-Chicago, LLC
|
|
|
|
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|
Campbell & CO Investment Adviser LLC
|
|
|
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|
CHASX - ADVISORS SERIES TRUST - Chase Growth Fund Class N
|
|
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|
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|
Avantax Advisory Services, Inc.
|
|
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|
|
|
Farmers & Merchants Investments Inc
|
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|
|
|
|
CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF
|
|
|
|
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|
Intrepid Capital Management Inc
|
|
|
|
|
|
FTA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Value AlphaDEX Fund
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
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|
|
|
Walleye Trading LLC
|
|
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|
|
Mariner, LLC
|
|
|
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|
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I
|
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|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
Lsv Asset Management
|
|
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|
|
Blume Capital Management, Inc.
|
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|
|
Rafferty Asset Management, LLC
|
|
|
|
|
|
Denali Advisors Llc
|
|
|
|
|
|
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
|
|
|
|
|
TWVLX - American Century Capital Portfolios Inc - Value Fund Investor Class
|
|
|
|
|
|
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
|
|
|
|
|
|
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A
|
|
|
|
|
|
VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
IWP - iSHARES TRUST - iShares Russell Mid-Cap Growth ETF
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
IRGJX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Growth Index Portfolio Class I
|
|
|
|
|
|
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
|
VWNFX - VANGUARD WINDSOR FUNDS - Vanguard Windsor II Fund Investor Shares
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
Boothbay Fund Management, Llc
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
Mount Lucas Management LP
|
|
|
|
|
|
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class
|
|
|
|
|
|
Proficio Capital Partners LLC
|
|
|
|
|
|
RPFCX - DAVIS SERIES INC - Davis Appreciation & Income Fund Class A
|
|
|
|
|
|
May Barnhard Investments LLC
|
|
|
|
|
|
Adirondack Trust Co
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
Welch Group, LLC
|
|
|
|
|
|
Point72 (DIFC) Ltd
|
|
|
|
|
|
SCS Capital Management LLC
|
|
|
|
|
|
Essex Savings Bank
|
|
|
|
|
|
Swedbank AB
|
|
|
|
|
|
FWWFX - FIDELITY INVESTMENT TRUST - Fidelity Worldwide Fund
|
|
|
|
|
|
Integrity Alliance, Llc.
|
|
|
|
|
|
Radnor Capital Management, LLC
|
|
|
|
|
|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
|
|
|
|
|
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
|
|
|
|
|
|
Summit Financial, LLC
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
FTHMX - Capitol Series Trust - FullerThaler Behavioral Mid-Cap Equity Fund Institutional Shares
|
|
|
|
|
|
Alta Advisers Ltd
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
|
|
|
|
|
SIXH - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Hedged Equity-Index Option Strategy ETF
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
Alpha Cubed Investments, LLC
|
|
|
|
|
|
Towercrest Capital Management
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1
|
|
|
|
|
|
Northstar Group, Inc.
|
|
|
|
|
|
First American Trust, Fsb
|
|
|
|
|
|
Allianz Se
|
|
|
|
|
|
Caitong International Asset Management Co., Ltd
|
|
|
|
|
|
Hutchinson Financial Advisors, INC
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
AADEX - AMERICAN BEACON FUNDS - American Beacon Large Cap Value Fund Institutional Class
|
|
|
|
|
|
Global Trust Asset Management, LLC
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
Caldwell Securities, Inc
|
|
|
|
|
|
ULVM - Victory Portfolios II - VictoryShares USAA MSCI USA Value Momentum ETF
|
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
|
Howard Capital Management Group, LLC
|
|
|
|
|
|
ProVise Management Group, LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
|
|
|
|
|
FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF
|
|
|
|
|
|
STXD - EA Series Trust - Strive 1000 Dividend Growth ETF
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
CHGX - EA Series Trust - Stance Sustainable Beta ETF
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
Great West Life Assurance Co /can/
|
|
|
|
|
|
Garde Capital, Inc.
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
Vista Investment Partners Llc
|
|
|
|
|
|
FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund
|
|
|
|
|
|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio
|
|
|
|
|
|
Retirement Systems of Alabama
|
|
|
|
|
|
IEDAX - Voya EQUITY TRUST - Voya Large Cap Value Fund Class A
|
|
|
|
|
|
City State Bank
|
|
|
|
|
|
OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund
|
|
|
|
|
|
SPYG - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Growth ETF
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
Northwestern Mutual Investment Management Company, Llc
|
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
Rossmore Private Capital
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
Edgar Lomax Co/va
|
|
|
|
|
|
NOLVX - Northern Funds - Northern Large Cap Value Fund
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
Everence Capital Management Inc
|
|
|
|
|
|
Logan Capital Management Inc
|
|
|
|
|
|
EQIN - Columbia ETF Trust I - Columbia Sustainable U.S. Equity Income ETF
|
|
|
|
|
|
Wellington Shields & Co., LLC
|
|
|
|
|
|
Colonial Trust Advisors
|
|
|
|
|
|
Delta Asset Management Llc/tn
|
|
|
|
|
|
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A
|
|
|
|
|
|
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
|
|
|
|
|
Optas, LLC
|
|
|
|
|
|
VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares
|
|
|
|
|
|
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES
|
|
|
|
|
|
Miller Howard Investments Inc /ny
|
|
|
|
|
|
Searle & Co.
|
|
|
|
|
|
CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF
|
|
|
|
|
|
Oliver Luxxe Assets LLC
|
|
|
|
|
|
Verity Asset Management, Inc.
|
|
|
|
|
|
iA Global Asset Management Inc.
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Banking Fund Variable Annuity
|
|
|
|
|
|
Ontario Teachers Pension Plan Board
|
|
|
|
|
|
NOSIX - Northern Funds - Northern Stock Index Fund
|
|
|
|
|
|
Congress Asset Management Co /ma
|
|
|
|
|
|
FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
Sherbrooke Park Advisers Llc
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF
|
|
|
|
|
|
Clear Creek Financial Management, LLC
|
|
|
|
|
|
Alliance Wealth Advisors, LLC
|
|
|
|
|
|
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
|
|
|
|
|
|
Pekin Hardy Strauss, Inc.
|
|
|
|
|
|
Illinois Municipal Retirement Fund
|
|
|
|
|
|
Shayne & Co., Llc
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
|
|
|
|
|
CBOE Vest Financial, LLC
|
|
|
|
|
|
Peapack Gladstone Financial Corp
|
|
|
|
|
|
Fiera Capital Corp
|
|
|
|
|
|
Rexford Capital Inc
|
|
|
|
|
|
Brevan Howard Capital Management LP
|
|
|
|
|
|
Inceptionr Llc
|
|
|
|
|
|
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
|
|
|
|
|
|
Bayview Asset Management, Llc
|
|
|
|
|
|
Modera Wealth Management, LLC
|
|
|
|
|
|
MorganRosel Wealth Management, LLC
|
|
|
|
|
|
Archford Capital Strategies, LLC
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
Kathleen S. Wright Associates Inc.
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
Pacer Advisors, Inc.
|
|
|
|
|
|
Pallas Capital Advisors LLC
|
|
|
|
|
|
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
Sierra Ocean, Llc
|
|
|
|
|
|
Novem Group
|
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
|
Millstone Evans Group, LLC
|
|
|
|
|
|
Commerzbank Aktiengesellschaft /fi
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
Sarver Vrooman Wealth Advisors
|
|
|
|
|
|
Banque Transatlantique SA
|
|
|
|
|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
|
|
American Assets Investment Management, LLC
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
FAS - Direxion Shares ETF Trust - Direxion Daily Financial Bull 3X Shares
|
|
|
|
|
|
Marietta Investment Partners Llc
|
|
|
|
|
|
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class
|
|
|
|
|
|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
|
|
|
LSVFX - ADVISORS' INNER CIRCLE FUND - LSV GLOBAL MANAGED VOLATILITY FUND Institutional Class Shares
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
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|
Impax Asset Management Group plc
|
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Integrated Wealth Concepts LLC
|
|
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|
|
|
MML SERIES INVESTMENT FUND - MML Mid Cap Value Fund Initial Class
|
|
|
|
|
|
Capital A Wealth Management, LLC
|
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|
Wells Fargo & Company/mn
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
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|
Asset Dedication, LLC
|
|
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|
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P
|
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|
Sandbox Financial Partners, LLC
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|
Meyer Handelman Co
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Putnam Fl Investment Management Co
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CENTRAL TRUST Co
|
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AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class
|
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National Bank Of Canada /fi/
|
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FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
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BFRE - Ultimus Managers Trust - Westwood LBRTY Global Equity ETF
|
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|
Chemistry Wealth Management LLC
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Peoples Bank/KS
|
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Maryland State Retirement & Pension System
|
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FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A
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City National Bank Of Florida /msd
|
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INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
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|
Glen Eagle Advisors, LLC
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VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
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Barbara Oil Co.
|
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HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
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SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A
|
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FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF
|
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|
New Age Alpha Funds Trust - NAA World Equity Income Fund Class P
|
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Artisan Partners Limited Partnership
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PXWGX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG Beta Quality Fund Investor Class
|
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|
Parvin Asset Management, LLC
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Regions Financial Corp
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HWCIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Diversified Value Fund Class I
|
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|
Warren Averett Asset Management, LLC
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Voleon Capital Management Lp
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Trust Asset Management LLC
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JOET - Virtus ETF Trust II - Virtus Terranova U.S. Quality Momentum ETF
|
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|
Accredited Wealth Management, LLC
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|
Scientech Research LLC
|
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|
Wood Tarver Financial Group, LLC
|
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Integrated Advisors Network LLC
|
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USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF
|
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|
Ausdal Financial Partners, Inc.
|
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Plancorp, LLC
|
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PALCX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Allocation Fund Class C
|
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|
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I
|
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|
QAACX - Federated MDT Series - Federated MDT All Cap Core Fund Class A Shares
|
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KBE - SPDR SERIES TRUST - SPDR(R) S&P Bank ETF
|
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|
Agate Pass Investment Management, LLC
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W Advisors, Llc
|
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Jpmorgan Chase & Co
|
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CNRWX - City National Rochdale Funds - City National Rochdale U.s. Core Equity Fund - Class N
|
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|
Fortitude Family Office, LLC
|
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|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
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|
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ALVIX - American Century Capital Portfolios Inc - Large Company Value Fund Investor Class
|
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|
L & S Advisors Inc
|
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|
Hamel Associates, Inc.
|
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GWM Advisors LLC
|
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Journey Advisory Group, LLC
|
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|
Live Oak Investment Partners
|
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Sequoia Financial Advisors, LLC
|
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WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
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|
Westpac Banking Corp
|
|
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|
|
FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
|
|
|
|
Freestone Capital Holdings, LLC
|
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|
Susquehanna Fundamental Investments, Llc
|
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|
Smith, Moore & Co.
|
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|
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I
|
|
|
|
|
|
Jain Global LLC
|
|
|
|
|
|
Pineridge Advisors LLC
|
|
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|
|
|
FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class
|
|
|
|
|
|
Rowland & Co Investment Counsel/adv
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N
|
|
|
|
|
|
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A
|
|
|
|
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|
Simon Quick Advisors, Llc
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
WealthTrust Axiom LLC
|
|
|
|
|
|
Gables Capital Management Inc.
|
|
|
|
|
|
DecisionPoint Financial, LLC
|
|
|
|
|
|
Gabelli Funds Llc
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
|
|
|
|
SNS Financial Group, LLC
|
|
|
|
|
|
Investment Management Corp of Ontario
|
|
|
|
|
|
SOA Wealth Advisors, LLC.
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
Beacon Financial Group
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB
|
|
|
|
|
|
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
|
|
|
|
|
Stordahl Capital Management, Inc.
|
|
|
|
|
|
Seacrest Wealth Management, Llc
|
|
|
|
|
|
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
Azimuth Capital Investment Management LLC
|
|
|
|
|
|
Nissay Asset Management Corp /japan/ /adv
|
|
|
|
|
|
Martin Capital Advisors, LLP
|
|
|
|
|
|
Janney Capital Management LLC
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
National Asset Management, Inc.
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
Strategic Advisors LLC
|
|
|
|
|
|
Patton Fund Management, Inc.
|
|
|
|
|
|
Atlantic Edge Private Wealth Management, LLC
|
|
|
|
|
|
GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF
|
|
|
|
|
|
CORDA Investment Management, LLC.
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF
|
|
|
|
|
|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
|
|
|
|
|
Ellevest, Inc.
|
|
|
|
|
|
Fortis Group Advisors, LLC
|
|
|
|
|
|
Binnacle Investments Inc
|
|
|
|
|
|
GMOV - 2023 ETF Series Trust II - GMO U.S. Value ETF
|
|
|
|
|
|
RDVI - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Cboe Vest Rising Dividend Achievers Target Income ETF
|
|
|
|
|
|
Shilanski & Associates, Inc.
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A
|
|
|
|
|
|
Landscape Capital Management, L.l.c.
|
|
|
|
|
|
FBCV - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Value ETF
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
Boston Family Office Llc
|
|
|
|
|
|
KG&L Capital Management,LLC
|
|
|
|
|
|
Ostrum Asset Management
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
|
|
|
|
|
Fsb Premier Wealth Management, Inc.
|
|
|
|
|
|
FYLG - Global X Funds - Global X Financials Covered Call & Growth ETF
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
SMNCX - STEWARD FUNDS, INC. - Steward Equity Market Neutral Fund Class C
|
|
|
|
|
|
Eastern Bank
|
|
|
|
|
|
Williamson Legacy Group, LLC
|
|
|
|
|
|
Regatta Capital Group, Llc
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2
|
|
|
|
|
|
Luken Investment Analytics, LLC
|
|
|
|
|
|
Royal London Asset Management Ltd
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
|
Meriwether Wealth & Planning, LLC
|
|
|
|
|
|
Profund Advisors Llc
|
|
|
|
|
|
Nbt Bank N A /ny
|
|
|
|
|
|
Linscomb & Williams, Inc.
|
|
|
|
|
|
BI Asset Management Fondsmaeglerselskab A/S
|
|
|
|
|
|
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1
|
|
|
|
|
|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
|
|
|
|
|
Tiaa Trust, National Association
|
|
|
|
|
|
Exencial Wealth Advisors, Llc
|
|
|
|
|
|
Mezzasalma Advisors, LLC
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
Graham Capital Management, L.P.
|
|
|
|
|
|
USA Financial Portformulas Corp
|
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
|
|
Canada Post Corp Registered Pension Plan
|
|
|
|
|
|
Wynn Capital, LLC
|
|
|
|
|
|
Park Place Capital Corp
|
|
|
|
|
|
Segall Bryant & Hamill, Llc
|
|
|
|
|
|
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A
|
|
|
|
|
|
Bennett Associates Wealth Management
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
Van Hulzen Asset Management, LLC
|
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
|
|
|
|
|
|
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund
|
|
|
|
|
|
QLC - FlexShares Trust - FlexShares US Quality Large Cap Index Fund
|
|
|
|
|
|
Redmont Wealth Advisors Llc
|
|
|
|
|
|
Quent Capital, LLC
|
|
|
|
|
|
Mechanics Financial Corp
|
|
|
|
|
|
Dana Investment Advisors, Inc.
|
|
|
|
|
|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
|
|
|
|
Hoey Investments, Inc
|
|
|
|
|
|
Woodstock Corp
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
Par Capital Management Inc
|
|
|
|
|
|
PFS Partners, LLC
|
|
|
|
|
|
Lavaca Capital Llc
|
|
|
|
|
|
Ascent Wealth Partners, LLC
|
|
|
|
|
|
Northeast Financial Consultants Inc
|
|
|
|
|
|
ACMVX - American Century Capital Portfolios Inc - Mid Cap Value Fund Investor Class
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
NBCR - Neuberger Berman ETF Trust - Neuberger Berman Core Equity ETF
|
|
|
|
|
|
FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class
|
|
|
|
|
|
Retirement Planning Group
|
|
|
|
|
|
Grantham, Mayo, Van Otterloo & Co. LLC
|
|
|
|
|
|
DnB Asset Management AS
|
|
|
|
|
|
URTH - iShares, Inc. - iShares MSCI World ETF
|
|
|
|
|
|
CWA Asset Management Group, LLC
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
Stockman Wealth Management, Inc.
|
|
|
|
|
|
GenTrust, LLC
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
Group One Trading, L.p.
|
|
|
|
|
|
SPVU - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Enhanced Value ETF
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
Perpetual Ltd
|
|
|
|
|
|
Wealth Watch Advisors, INC
|
|
|
|
|
|
XTX Topco Ltd
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
Hollencrest Capital Management
|
|
|
|
|
|
South Plains Financial, Inc.
|
|
|
|
|
|
Ironwood Investment Management Llc
|
|
|
|
|
|
Norges Bank
|
|
|
|
|
|
MDDAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Diversified Value Fund Class A
|
|
|
|
|
|
Wealth Management Strategies, Inc.
|
|
|
|
|
|
USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund
|
|
|
|
|
|
ABCS - EA Series Trust - ALPHA BLUE CAPITAL US SMALL-MID CAP DYNAMIC ETF
|
|
|
|
|
|
MTUM - iSHARES TRUST - iShares Edge MSCI USA Momentum Factor ETF
|
|
|
|
|
|
Redmond Asset Management, LLC
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
Dodge & Cox
|
|
|
|
|
|
FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I
|
|
|
|
|
|
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
|
|
|
|
|
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
|
|
|
|
|
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
Park National Corp /oh/
|
|
|
|
|
|
Midwest Trust Co
|
|
|
|
|
|
Olistico Wealth, LLC
|
|
|
|
|
|
111 Capital
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
|
|
|
|
|
Legend Financial Advisors, Inc.
|
|
|
|
|
|
Spears Abacus Advisors LLC
|
|
|
|
|
|
Strategic Blueprint, LLC
|
|
|
|
|
|
HAMVX - HARBOR FUNDS - Harbor Mid Cap Value Fund Institutional Class
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
ASGCX - ALLSPRING FUNDS TRUST - Allspring Global Long/Short Equity Fund Class C
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K
|
|
|
|
|
|
Gladstone Institutional Advisory LLC
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
|
|
|
Calamos Global Total Return Fund
|
|
|
|
|
|
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
|
|
|
|
|
|
LSVVX - ADVISORS' INNER CIRCLE FUND - LSV CONSERVATIVE VALUE EQUITY FUND Institutional Class Shares
|
|
|
|
|
|
Fiduciary Family Office, Llc
|
|
|
|
|
|
Clifford Swan Investment Counsel Llc
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
Abc Arbitrage Sa
|
|
|
|
|
|
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
|
|
|
|
|
EHLS - Tidal Trust II - Even Herd Long Short ETF
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
Prosperity Consulting Group, LLC
|
|
|
|
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Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Growers ETF
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Optimum Investment Advisors
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Estabrook Capital Management
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Banco Bilbao Vizcaya Argentaria, S.a.
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Meridian Investment Counsel Inc.
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William B. Walkup & Associates, Inc.
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REAP Financial Group, LLC
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Valued Wealth Advisors LLC
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Armis Advisers, LLC
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Teacher Retirement System Of Texas
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PKS Advisory Services, LLC
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J. Safra Sarasin Holding AG
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LGT Group Foundation
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Massachusetts Financial Services Co /ma/
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SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
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Signature Wealth Management Partners, LLC
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Pnc Financial Services Group, Inc.
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VMAX - Lattice Strategies Trust - Hartford US Value ETF
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Fire Capital Management LLC
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MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
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AUXAX - FORUM FUNDS - Auxier Focus Fund A Shares
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CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund
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TGDIX - TCW FUNDS INC - TCW Relative Value Large Cap Fund I Class
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Councilmark Asset Management, LLC
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CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
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First National Trust Co
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SILVX - RBB FUND, INC. - SGI U.S. Large Cap Equity Fund Class I
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Main Street Financial Solutions, LLC
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DALVX - Dunham Funds - Dunham Large Cap Value Fund Class A
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