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Harrington Investments, INC
|
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Greenleaf Trust
|
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Apollon Wealth Management, LLC
|
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|
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF
|
|
|
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|
Portland Global Advisors LLC
|
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|
NewEdge Wealth, LLC
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WEQCX - Teton Westwood Funds - Teton Westwood Equity Fund Class C
|
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|
Twin Peaks Wealth Advisors, LLC
|
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Bleakley Financial Group, LLC
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|
Public Sector Pension Investment Board
|
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Advisors Asset Management, Inc.
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Affinity Capital Advisors, LLC
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Russell Investments Group, Ltd.
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Stokes Capital Advisors, LLC
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Sax Wealth Advisors, Llc
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
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|
TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial
|
|
|
|
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|
SG Americas Securities, LLC
|
|
|
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|
Thrivent Financial For Lutherans
|
|
|
|
|
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RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
|
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|
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class
|
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|
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VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
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GVLU - Tidal ETF Trust - Gotham 1000 Value ETF
|
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Capital International Inc /ca/
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Park Place Capital Corp
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Quest Partners LLC
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LVPIX - Profunds - Large-cap Value Profund Investor Class
|
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Mizuho Securities Usa Llc
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Palisade Asset Management, LLC
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EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
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Chesley Taft & Associates LLC
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Invesco Ltd.
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Sigma Planning Corp
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MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
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AMCPX - AMCAP FUND - AMCAP FUND Class A
|
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Polymer Capital Management (US) LLC
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Korea Investment CORP
|
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AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class
|
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J. Safra Sarasin Holding AG
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Horizon Investments, LLC
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Trifecta Capital Advisors, LLC
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Healthcare Of Ontario Pension Plan Trust Fund
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CVA Family Office, LLC
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Robeco Institutional Asset Management B.V.
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BlackRock, Inc.
|
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AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A
|
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Freestone Grove Partners LP
|
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ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund
|
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JOET - Virtus ETF Trust II - Virtus Terranova U.S. Quality Momentum ETF
|
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Voya Global Advantage & Premium Opportunity Fund
|
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State Board Of Administration Of Florida Retirement System
|
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VSRDX - VALIC Co I - U.S. Socially Responsible Fund
|
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Oak Asset Management, LLC
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BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF
|
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Agf Management Ltd
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KXI - iSHARES TRUST - iShares Global Consumer Staples ETF
|
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VVJEX - Voya EQUITY TRUST - Voya VACS Series MCV Fund
|
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First Pacific Financial
|
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Bay Harbor Wealth Management, LLC
|
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CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
|
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RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
|
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CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund
|
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LaFleur & Godfrey LLC
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Capital & Planning, Llc
|
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Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
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Relyea Zuckerberg Hanson LLC
|
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PRAXIS FUNDS - Praxis Impact Large Cap Value ETF
|
|
|
|
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VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
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Coldstream Capital Management Inc
|
|
|
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Townsquare Capital Llc
|
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AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF
|
|
|
|
|
|
VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares
|
|
|
|
|
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FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
|
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|
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PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF
|
|
|
|
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Metis Global Partners, LLC
|
|
|
|
|
|
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
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NWHVX - NATIONWIDE MUTUAL FUNDS - Nationwide Geneva Mid Cap Growth Fund Class A
|
|
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|
|
|
Janus Henderson Group Plc
|
|
|
|
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|
Steward Partners Investment Advisory, Llc
|
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SBRAX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill All Cap Fund Retail Class
|
|
|
|
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|
State Of Michigan Retirement System
|
|
|
|
|
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TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
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NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Multi Cap Opportunities Fund Class I
|
|
|
|
|
|
German American Bancorp, Inc.
|
|
|
|
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|
Avion Wealth
|
|
|
|
|
|
Addison Capital Co
|
|
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|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
Natural Investments, Llc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
|
|
|
|
|
|
MainStreet Investment Advisors LLC
|
|
|
|
|
|
Ritholtz Wealth Management
|
|
|
|
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|
Delta Asset Management Llc/tn
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Appleton Partners Inc/ma
|
|
|
|
|
|
STRV - EA Series Trust - Strive 500 ETF
|
|
|
|
|
|
Gw Henssler & Associates Ltd
|
|
|
|
|
|
VMGIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Growth Index Fund Investor Shares
|
|
|
|
|
|
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV
|
|
|
|
|
|
Capstone Triton Financial Group, LLC
|
|
|
|
|
|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
EAPDX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Dividend Income Fund Investor Class
|
|
|
|
|
|
CBOE Vest Financial, LLC
|
|
|
|
|
|
AllSquare Wealth Management LLC
|
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
|
Sykon Capital Llc
|
|
|
|
|
|
Lowe Brockenbrough & Co Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund
|
|
|
|
|
|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
|
|
|
|
|
Brighthouse Funds Trust II - Frontier Mid Cap Growth Portfolio Class A
|
|
|
|
|
|
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
|
VSM Wealth Advisory, LLC
|
|
|
|
|
|
Amplify ETF Trust - Amplify Etho Climate Leadership U.S. ETF
|
|
|
|
|
|
IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF
|
|
|
|
|
|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A
|
|
|
|
|
|
Hemenway Trust Co LLC
|
|
|
|
|
|
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
|
|
|
|
|
MGOAX - VICTORY PORTFOLIOS - Victory Munder Mid-Cap Core Growth Fund Class A
|
|
|
|
|
|
E. Ohman J:or Asset Management AB
|
|
|
|
|
|
PACIFIC SELECT FUND - Hedged Equity Portfolio Class P
|
|
|
|
|
|
Simplicity Wealth,LLC
|
|
|
|
|
|
FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF
|
|
|
|
|
|
Horizon Financial Services, Llc
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
Capital A Wealth Management, LLC
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
Rowland & Co Investment Counsel/adv
|
|
|
|
|
|
LCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Large Core ETF
|
|
|
|
|
|
Tradewinds Capital Management, LLC
|
|
|
|
|
|
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA WORLD EQUITY INCOME SERIES
|
|
|
|
|
|
UGE - PROSHARES TRUST - ProShares Ultra Consumer Goods
|
|
|
|
|
|
Tandem Investment Advisors, Inc.
|
|
|
|
|
|
Czech National Bank
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
Binnacle Investments Inc
|
|
|
|
|
|
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF
|
|
|
|
|
|
Heritage Wealth Advisors
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
Avalon Trust Co
|
|
|
|
|
|
Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
Union Savings Bank
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
|
|
|
Crestwood Advisors Group LLC
|
|
|
|
|
|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
|
|
|
|
Cahill Financial Advisors Inc
|
|
|
|
|
|
Ipswich Investment Management Co., Inc.
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
Fulton Breakefield Broenniman Llc
|
|
|
|
|
|
Eads & Heald Wealth Management
|
|
|
|
|
|
FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Massachusetts Investors Growth Stock Portfolio Initial Class
|
|
|
|
|
|
Liberty Capital Management, Inc.
|
|
|
|
|
|
Eaton Vance Tax-managed Global Buy-write Opportunities Fund
|
|
|
|
|
|
Community Bank, N.A.
|
|
|
|
|
|
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
|
|
|
|
|
|
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P
|
|
|
|
|
|
Pinnacle Financial Partners Inc
|
|
|
|
|
|
Daiwa Securities Group Inc.
|
|
|
|
|
|
CSM - PROSHARES TRUST - ProShares Large Cap Core Plus
|
|
|
|
|
|
Spears Abacus Advisors LLC
|
|
|
|
|
|
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio
|
|
|
|
|
|
Spdr S&p 500 Etf Trust
|
|
|
|
|
|
Frazier Financial Advisors, LLC
|
|
|
|
|
|
Renaissance Investment Group LLC
|
|
|
|
|
|
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class
|
|
|
|
|
|
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A
|
|
|
|
|
|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
|
|
|
|
Signal Tree Financial Partners Llc
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
|
|
|
Tiaa Trust, National Association
|
|
|
|
|
|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
|
|
|
|
|
Ironwood Investment Counsel, LLC
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
Woodline Partners LP
|
|
|
|
|
|
Frank, Rimerman Advisors LLC
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
Trust Co Of Toledo Na /oh/
|
|
|
|
|
|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
Spinnaker Trust
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
|
|
|
|
JGP Wealth Management, LLC
|
|
|
|
|
|
Norinchukin Bank, The
|
|
|
|
|
|
TANDX - PFS FUNDS - Castle Tandem Fund Institutional
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
|
|
|
|
|
|
IAMOX - Voya VARIABLE PRODUCTS TRUST - Voya MidCap Opportunities Portfolio Class ADV
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
La Banque Postale Asset Management SA
|
|
|
|
|
|
Asset Advisors Investment Management, LLC
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
Capital Investment Advisory Services, LLC
|
|
|
|
|
|
Seascape Capital Management
|
|
|
|
|
|
DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
Voya Global Equity Dividend & Premium Opportunity Fund
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Janus Henderson U.S. Low Volatility Portfolio
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
|
Retirement Systems of Alabama
|
|
|
|
|
|
PENN SERIES FUNDS INC - Index 500 Fund
|
|
|
|
|
|
IVE - iSHARES TRUST - iShares S&P 500 Value ETF
|
|
|
|
|
|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
|
|
|
|
|
Red Wave Investments LLC
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
S&t Bank/pa
|
|
|
|
|
|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
|
|
|
|
|
CGC Financial Services, LLC
|
|
|
|
|
|
PAPI - Morgan Stanley ETF Trust - Parametric Equity Premium Income ETF
|
|
|
|
|
|
Syon Capital Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A
|
|
|
|
|
|
S&co Inc
|
|
|
|
|
|
Pacer Advisors, Inc.
|
|
|
|
|
|
Oxler Private Wealth LLC
|
|
|
|
|
|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
|
|
|
|
Susquehanna Fundamental Investments, Llc
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
Sovran Advisors, LLC
|
|
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|
SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A
|
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|
Teachers Retirement System Of The State Of Kentucky
|
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|
North Capital, Inc.
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|
Dorsey & Whitney Trust CO LLC
|
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|
EP Wealth Advisors, Inc.
|
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|
We Are One Seven, LLC
|
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|
Standard Life Aberdeen plc
|
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|
Vident Advisory, LLC
|
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|
Barrett & Company, Inc.
|
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CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
|
|
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|
EntryPoint Capital, LLC
|
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|
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|
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF
|
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|
Bogart Wealth, LLC
|
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|
First Financial Bank - Trust Division
|
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|
Purkiss Capital Advisors LLC
|
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|
State of Tennessee, Treasury Department
|
|
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|
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y
|
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|
Comerica Bank
|
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|
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|
Level Four Advisory Services, Llc
|
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Wealth Enhancement Advisory Services, Llc
|
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|
Rise Advisors, LLC
|
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Dividend Asset Capital, Llc
|
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SlateStone Wealth, LLC
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Ceredex Value Advisors LLC
|
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Group One Trading, L.p.
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Quaker Wealth Management, LLC
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WestEnd Advisors, LLC
|
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North Point Portfolio Managers Corp/oh
|
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Mbb Public Markets I Llc
|
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EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
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Wealthstar Advisors, Llc
|
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First Horizon Advisors, Inc.
|
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Cape Cod Five Cents Savings Bank
|
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XLP - SELECT SECTOR SPDR TRUST - The Consumer Staples Select Sector SPDR Fund
|
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|
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Nbt Bank N A /ny
|
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|
Zacks Trust - Zacks All-Cap Core Fund Institutional Class Shares
|
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Marietta Investment Partners Llc
|
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Portfolio Design Labs, LLC
|
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|
HELO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF
|
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|
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ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
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Sequent Asset Management, LLC
|
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Graypoint LLC
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Great Valley Advisor Group, Inc.
|
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AVIE - AMERICAN CENTURY ETF TRUST - Avantis Inflation Focused Equity ETF
|
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Chilton Capital Management Llc
|
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Trail Ridge Investment Advisors, LLC
|
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LongView Wealth Management
|
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Longfellow Investment Management Co Llc
|
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WAMFX - BOSTON TRUST WALDEN FUNDS - Walden Midcap Fund
|
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|
BOK Financial Private Wealth, Inc.
|
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Proficio Capital Partners LLC
|
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First Interstate Bank
|
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Fisher Asset Management, LLC
|
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Nixon Peabody Trust Co
|
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Public Employees Retirement Association Of Colorado
|
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|
Smithfield Trust Co
|
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TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
|
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GAM Holding AG
|
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Redmond Asset Management, LLC
|
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Legato Capital Management LLC
|
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SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
|
|
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|
Treasurer of the State of North Carolina
|
|
|
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|
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A
|
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|
Summit Financial, LLC
|
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|
Scopus Asset Management, L.p.
|
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DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
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|
Taylor Hoffman Capital Management LLC
|
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Ameritas Advisory Services, LLC
|
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|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
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|
|
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|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
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|
|
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF
|
|
|
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|
Colonial Trust Advisors
|
|
|
|
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|
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
|
|
|
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|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
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|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
|
|
|
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|
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A)
|
|
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|
Ami Asset Management Corp
|
|
|
|
|
|
FEUS - FlexShares Trust - FlexShares ESG & Climate US Large Cap Core Index Fund
|
|
|
|
|
|
Ledgewood Wealth Advisors, LLC
|
|
|
|
|
|
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
Dagco, Inc.
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
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|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
|
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|
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|
Tema Etfs Llc
|
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|
Securian Asset Management, Inc
|
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|
BNP Paribas Asset Management Holding S.A.
|
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|
Vontobel Holding Ltd.
|
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|
Texas Permanent School Fund
|
|
|
|
|
|
Glenmede Investment Management, LP
|
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|
|
|
AustralianSuper Pty Ltd
|
|
|
|
|
|
Penserra Capital Management LLC
|
|
|
|
|
|
Nebula Research & Development LLC
|
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
|
|
|
|
|
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
|
|
|
|
|
Roundview Capital LLC
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
Gabelli Dividend & Income Trust
|
|
|
|
|
|
Pin Oak Investment Advisors Inc
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
Axa S.a.
|
|
|
|
|
|
Great West Life Assurance Co /can/
|
|
|
|
|
|
Geneva Capital Management Llc
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
Nvwm, Llc
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
|
|
|
|
ACVF - ETF Opportunities Trust - American Conservative Values ETF
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
William B. Walkup & Associates, Inc.
|
|
|
|
|
|
Swedbank AB
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
TWBIX - American Century Mutual Funds, Inc. - Balanced Fund Investor Class
|
|
|
|
|
|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
|
|
|
|
XTX Topco Ltd
|
|
|
|
|
|
Wahed Invest LLC
|
|
|
|
|
|
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I
|
|
|
|
|
|
PETZX - Gabelli Innovations Trust - Gabelli Pet Parents'(TM) Fund
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
|
|
|
|
|
|
Jacobi Capital Management LLC
|
|
|
|
|
|
CFAGX - COMMERCE FUNDS - The MidCap Growth Fund Shares
|
|
|
|
|
|
APG Asset Management N.V.
|
|
|
|
|
|
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
|
|
|
|
|
|
NorthRock Partners, LLC
|
|
|
|
|
|
Financial Enhancement Group LLC
|
|
|
|
|
|
Morningstar Investment Management LLC
|
|
|
|
|
|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
IMC-Chicago, LLC
|
|
|
|
|
|
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
|
|
|
|
|
|
JHTRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 3 Fund Class R6
|
|
|
|
|
|
Kornitzer Capital Management Inc /ks
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
|
|
|
|
Wedgewood Investors Inc /pa/
|
|
|
|
|
|
Diamant Asset Management, Inc.
|
|
|
|
|
|
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Mid Cap Growth Series Initial Class
|
|
|
|
|
|
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares
|
|
|
|
|
|
IAG Wealth Partners, LLC
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
LEAD - Siren ETF Trust - Siren DIVCON Leaders Dividend ETF
|
|
|
|
|
|
Massachusetts Financial Services Co /ma/
|
|
|
|
|
|
FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund
|
|
|
|
|
|
Resources Management Corp /ct/ /adv
|
|
|
|
|
|
Thoroughbred Financial Services, Llc
|
|
|
|
|
|
Haverford Trust Co
|
|
|
|
|
|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
Delta Investment Management, LLC
|
|
|
|
|
|
Generali Asset Management SPA SGR
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
Koshinski Asset Management, Inc.
|
|
|
|
|
|
Burling Wealth Partners, Llc
|
|
|
|
|
|
GCASX - Gabelli Equity Series Funds Inc - The Gabelli Small Cap Growth Fund Class A
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
Genus Capital Management Inc.
|
|
|
|
|
|
IYK - iSHARES TRUST - iShares U.S. Consumer Goods ETF
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
|
|
|
|
|
JEPAX - JPMORGAN TRUST IV - JPMorgan Equity Premium Income Fund Class A
|
|
|
|
|
|
CFSLX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Fund
|
|
|
|
|
|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
|
|
|
|
|
Roffman Miller Associates Inc /pa/
|
|
|
|
|
|
BlueSky Wealth Advisors, LLC
|
|
|
|
|
|
Physicians Financial Services, Inc.
|
|
|
|
|
|
Canada Post Corp Registered Pension Plan
|
|
|
|
|
|
Handelsbanken Fonder AB
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
West Oak Capital, LLC
|
|
|
|
|
|
CALVERT VARIABLE SERIES INC - Calvert VP SRI Mid Cap Portfolio
|
|
|
|
|
|
Searle & Co.
|
|
|
|
|
|
Dfa Investment Trust Co - The U.s. Large Cap Value Series
|
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
|
|
|
|
|
Old National Bancorp /in/
|
|
|
|
|
|
Guggenheim Strategic Opportunities Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A
|
|
|
|
|
|
Baader Bank INC
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
Sage Mountain Advisors LLC
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF
|
|
|
|
|
|
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares
|
|
|
|
|
|
RMEAX - Aspiriant Trust - Aspiriant Risk-Managed Equity Allocation Fund Advisor Shares
|
|
|
|
|
|
VCSAX - VANGUARD WORLD FUND - Vanguard Consumer Staples Index Fund Admiral Shares
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
Congress Wealth Management LLC / DE /
|
|
|
|
|
|
Crews Bank & Trust
|
|
|
|
|
|
Capital International Sarl
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
First National Bank Of Omaha
|
|
|
|
|
|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
|
|
Penobscot Investment Management Company, Inc.
|
|
|
|
|
|
Pitcairn Co
|
|
|
|
|
|
CVSE - Morgan Stanley ETF Trust - Calvert US Select Equity ETF
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
1832 Asset Management L.P.
|
|
|
|
|
|
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
|
|
Los Angeles Capital Management Llc
|
|
|
|
|
|
DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF
|
|
|
|
|
|
Ostrum Asset Management
|
|
|
|
|
|
Sustainable Insight Capital Management, LLC
|
|
|
|
|
|
USS Investment Management Ltd
|
|
|
|
|
|
ALTL - Pacer Funds Trust - Pacer Lunt Large Cap Alternator ETF
|
|
|
|
|
|
MCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Mid Core ETF
|
|
|
|
|
|
Wd Rutherford Llc
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
|
|
|
|
|
Summit Global Investments
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
Mn Services Vermogensbeheer B.V.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
|
|
|
BTBFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Asset Management Fund
|
|
|
|
|
|
Occidental Asset Management, LLC
|
|
|
|
|
|
Empirical Finance, LLC
|
|
|
|
|
|
Cove Street Capital, LLC
|
|
|
|
|
|
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group
|
|
|
|
|
|
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F
|
|
|
|
|
|
OmniStar Financial Group, Inc.
|
|
|
|
|
|
Intech Investment Management Llc
|
|
|
|
|
|
SSMAX - Sei Institutional Investments Trust - Siit Small Mid Cap Equity Fund - Class A
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
FTCE - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust New Constructs Core Earnings Leaders ETF
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
|
|
|
|
|
DnB Asset Management AS
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF
|
|
|
|
|
|
Profund Advisors Llc
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
PSET - Principal Exchange-Traded Funds - Principal Price Setters Index ETF
|
|
|
|
|
|
NLSAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Long Short Fund Class A
|
|
|
|
|
|
Two Sigma Securities, Llc
|
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|
one8zero8, LLC
|
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Ironwood Investment Management Llc
|
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|
KWB Wealth
|
|
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|
NULV - Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF
|
|
|
|
|
|
Jensen Investment Management Inc
|
|
|
|
|
|
Weaver Capital Management LLC
|
|
|
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|
|
NMCAX - Voya EQUITY TRUST - Voya MidCap Opportunities Fund Class A
|
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|
|
Checchi Capital Advisers, LLC
|
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|
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|
Reik & Co., Llc
|
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|
Candriam Luxembourg S.C.A.
|
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|
|
|
|
Rogco, Lp
|
|
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|
|
SIXL - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Low Beta Equity Strategy ETF
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF
|
|
|
|
|
|
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Growth & Income Fund Initial Class
|
|
|
|
|
|
JNVIX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Value Fund - I Shares
|
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|
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
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Allworth Financial LP
|
|
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|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
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IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF
|
|
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|
|
Copeland Capital Management, LLC
|
|
|
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|
|
Humankind Benefit Corp - Humankind US Stock ETF
|
|
|
|
|
|
JNL SERIES TRUST - JNL/JPMorgan Hedged Equity Fund (A)
|
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|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
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|
Blueshift Asset Management, LLC
|
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Achmea Investment Management B.V.
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|
Buffington Mohr McNeal
|
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Hopwood Financial Services, Inc.
|
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Bbr Partners, Llc
|
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Wells Fargo & Company/mn
|
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MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF
|
|
|
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|
Groupe la Francaise
|
|
|
|
|
|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
|
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|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
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|
ACWV - iShares, Inc. - iShares Edge MSCI Min Vol Global ETF
|
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|
Baird Financial Group, Inc.
|
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|
Advisory Services Network, LLC
|
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Creative Financial Designs Inc /adv
|
|
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|
Laurel Wealth Advisors LLC
|
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|
WTMVX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Global Large Cap Fund -Retail Class
|
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|
BTEFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Equity Fund
|
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|
Wesbanco Bank Inc
|
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|
Mizuho Markets Americas Llc
|
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Gwn Securities Inc.
|
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Summit Trail Advisors, Llc
|
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|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
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|
California Public Employees Retirement System
|
|
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|
Prestige Wealth Management Group LLC
|
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|
Illinois Municipal Retirement Fund
|
|
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|
|
Bdf-gestion
|
|
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|
Mason Capital Fund Trust - Fundamentals First ETF
|
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|
Prospector Partners Llc
|
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|
WWMCX - Ultimus Managers Trust - WESTWOOD QUALITY MIDCAP FUND INSTITUTIONAL SHARES
|
|
|
|
|
|
IMCG - iSHARES TRUST - iShares Morningstar Mid-Cap Growth ETF
|
|
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|
|
VBCVX - VALIC Co I - Systematic Value Fund
|
|
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|
Swiss National Bank
|
|
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HLAL - Listed Funds Trust - Wahed FTSE USA Shariah ETF
|
|
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|
Howland Capital Management Llc
|
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|
|
IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I
|
|
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|
|
Bank Of America Corp /de/
|
|
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|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
Carnegie Capital Asset Management, LLC
|
|
|
|
|
|
Atlas Legacy Advisors, LLC
|
|
|
|
|
|
OUSA - ALPS ETF Trust - ALPS | O'Shares U.S. Quality Dividend ETF Shares
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA World Equity Income Fund Class P
|
|
|
|
|
|
JDESX - JPMorgan Trust I - JPMorgan U.S. Research Enhanced Equity Fund Class I
|
|
|
|
|
|
Advisors Management Group Inc /adv
|
|
|
|
|
|
PCAFX - Managed Portfolio Series - Prospector Capital Appreciation Fund
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
|
|
|
|
|
Nomura Holdings Inc
|
|
|
|
|
|
E Six Thirteen, Llc
|
|
|
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|
|
Frontier Capital Management Co Llc
|
|
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|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
|
|
|
|
|
Aries Wealth Management
|
|
|
|
|
|
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
|
|
|
|
|
Meridian Wealth Management, LLC
|
|
|
|
|
|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
|
|
|
|
|
TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R
|
|
|
|
|
|
Diversified Trust Co
|
|
|
|
|
|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
Sentry Investment Management Llc
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
|
|
|
|
|
FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund
|
|
|
|
|
|
Beaumont Financial Advisors, LLC
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
Nippon Life Global Investors Americas, Inc.
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Consumers Staples Sector Fund (A)
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
Caldwell Securities, Inc
|
|
|
|
|
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
Mission Wealth Management, Lp
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Select Mid Cap Managed Volatility Fund Standard Class
|
|
|
|
|
|
PABU - iSHARES TRUST - iShares Paris-Aligned Climate MSCI USA ETF
|
|
|
|
|
|
MID - AMERICAN CENTURY ETF TRUST - American Century Mid Cap Growth Impact ETF
|
|
|
|
|
|
Security Financial Services, INC.
|
|
|
|
|
|
Patten Group, Inc.
|
|
|
|
|
|
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
|
|
|
|
|
Clear Street Markets Llc
|
|
|
|
|
|
LGT Financial Advisors LLC
|
|
|
|
|
|
OTCAX - MFS SERIES TRUST IV - MFS Mid Cap Growth Fund A
|
|
|
|
|
|
Evoke Wealth, Llc
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
HCR Wealth Advisors
|
|
|
|
|
|
NOSIX - Northern Funds - Northern Stock Index Fund
|
|
|
|
|
|
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
|
|
|
|
|
|
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
|
|
|
|
|
|
Close Asset Management Ltd
|
|
|
|
|
|
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF
|
|
|
|
|
|
Capital International Investors
|
|
|
|
|
|
UniSuper Management Pty Ltd
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
Raleigh Capital Management Inc.
|
|
|
|
|
|
Compass Capital Management, Inc
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
|
|
|
|
|
CBIZ Investment Advisory Services, LLC
|
|
|
|
|
|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
|
|
|
|
|
Bahl & Gaynor Inc
|
|
|
|
|
|
Fulcrum Asset Management LLP
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Enhanced Index VP Initial
|
|
|
|
|
|
STMSX - Sei Institutional Managed Trust - Simt Tax-managed Small/mid Cap Fund Class F
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
Global X Japan Co., Ltd.
|
|
|
|
|
|
Hartford Investment Management Co
|
|
|
|
|
|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
|
Alps Advisors Inc
|
|
|
|
|
|
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
|
|
|
|
|
|
KNGAX - World Funds Trust - CBOE Vest S&P 500 Dividend Aristocrats Target Income Fund Class A Shares
|
|
|
|
|
|
NUMV - Nushares ETF Trust - Nuveen ESG Mid-Cap Value ETF
|
|
|
|
|
|
Atom Investors LP
|
|
|
|
|
|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
|
|
|
|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
Creekmur Asset Management LLC
|
|
|
|
|
|
TIHGX - INVESTMENT HOUSE FUNDS - The Investment House Growth Fund
|
|
|
|
|
|
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
|
|
|
|
|
|
Cedar Mountain Advisors, LLC
|
|
|
|
|
|
Tompkins Financial Corp
|
|
|
|
|
|
Maven Securities LTD
|
|
|
|
|
|
MetLife Investment Management, LLC
|
|
|
|
|
|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
|
|
|
|
BLI - Banque de Luxembourg Investments
|
|
|
|
|
|
Evercore Wealth Management, LLC
|
|
|
|
|
|
Congress Asset Management Co /ma
|
|
|
|
|
|
Plato Investment Management Ltd
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
|
|
|
|
|
Kensington Investment Counsel, LLC
|
|
|
|
|
|
Delta Global Management LP
|
|
|
|
|
|
West Financial Advisors, LLC
|
|
|
|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
Notis-McConarty Edward
|
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
|
MIGFX - MASSACHUSETTS INVESTORS GROWTH STOCK FUND - Massachusetts Investors Growth Stock Fund A
|
|
|
|
|
|
New Hampshire Trust
|
|
|
|
|
|
Cigna Investments Inc /new
|
|
|
|
|
|
Knollwood Investment Advisory, LLC
|
|
|
|
|
|
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A
|
|
|
|
|
|
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund
|
|
|
|
|
|
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
RFG - Bristol Wealth Advisors, LLC
|
|
|
|
|
|
Mayflower Financial Advisors, LLC
|
|
|
|
|
|
Advisory Alpha, LLC
|
|
|
|
|
|
Axxcess Wealth Management, Llc
|
|
|
|
|
|
Crewe Advisors LLC
|
|
|
|
|
|
Taurus Asset Management, Llc
|
|
|
|
|
|
NZUS - SPDR SERIES TRUST - SPDR MSCI USA Climate Paris Aligned ETF
|
|
|
|
|
|
Bfsg, Llc
|
|
|
|
|
|
North Star Asset Management Inc
|
|
|
|
|
|
Erste Asset Management GmbH
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
Modern Wealth Management, LLC
|
|
|
|
|
|
Journey Strategic Wealth Llc
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
|
|
|
|
FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
|
|
|
|
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
|
|
|
|
|
|
Lansforsakringar Fondforvaltning AB (publ)
|
|
|
|
|
|
Bailard, Inc.
|
|
|
|
|
|
Brighthouse Funds Trust II - Neuberger Berman Genesis Portfolio Class A
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
Values Added Financial LLC
|
|
|
|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
|
Renaissance Technologies Llc
|
|
|
|
|
|
Burns J W & Co Inc/ny
|
|
|
|
|
|
Tanaka Capital Management Inc
|
|
|
|
|
|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
|
|
|
|
Oliver Lagore Vanvalin Investment Group
|
|
|
|
|
|
MGB Wealth Management, LLC
|
|
|
|
|
|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
|
|
|
|
|
CNPIX - Profunds - Consumer Goods Ultrasector Profund Investor Class
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A
|
|
|
|
|
|
VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Small-Mid Cap Core VIP Fund
|
|
|
|
|
|
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF
|
|
|
|
|
|
First Citizens Bank & Trust Co
|
|
|
|
|
|
FSTA - FIDELITY COVINGTON TRUST - Fidelity MSCI Consumer Staples Index ETF
|
|
|
|
|
|
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
M. Kraus & Co
|
|
|
|
|
|
LSOFX - VALUED ADVISERS TRUST - LS Opportunity Fund - Institutional Class
|
|
|
|
|
|
GCSVX - Series Portfolios Trust - Geneva SMID Cap Growth Fund Institutional Class
|
|
|
|
|
|
Wealth Alliance
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
Naples Global Advisors, Llc
|
|
|
|
|
|
Fidelis Capital Partners, LLC
|
|
|
|
|
|
Jump Financial, LLC
|
|
|
|
|
|
Pinnacle Bancorp, Inc.
|
|
|
|
|
|
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
|
|
|
|
|
|
Unigestion Holding SA
|
|
|
|
|
|
Ameriprise Financial Inc
|
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|
Guardian Variable Products Trust - Guardian Balanced Allocation VIP Fund
|
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|
Ci Investments Inc.
|
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|
GAMMA Investing LLC
|
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VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
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|
Toroso Investments, LLC
|
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NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
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|
FOBAX - Tributary Funds, Inc. - Balanced Fund Institutional
|
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MWOFX - MFS SERIES TRUST VIII - MFS Global Growth Fund A
|
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Engineers Gate Manager LP
|
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|
SEIS - SEI Exchange Traded Funds - SEI Select Small Cap ETF
|
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|
D. E. Shaw & Co., Inc.
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|
D.a. Davidson & Co.
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GeoWealth Management, LLC
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Robertson Stephens Wealth Management, LLC
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Zurich Insurance Group Ltd/FI
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Citadel Advisors Llc
|
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CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
|
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|
Ramirez Asset Management, Inc.
|
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Walleye Capital LLC
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ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF
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|
Wsfs Capital Management, Llc
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Rakuten Securities, Inc.
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Operose Advisors LLC
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Profunds - Profund Vp Ultrabull
|
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|
Howard Hughes Medical Institute
|
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GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
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Trust Co Of Vermont
|
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USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF
|
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Zacks Investment Management
|
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USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
|
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USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
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Whittier Trust Co
|
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EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF
|
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|
OMERS ADMINISTRATION Corp
|
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DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
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JEPI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
|
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BFOR - ALPS ETF Trust - Barron's 400 ETF
|
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Bowen Hanes & Co Inc
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CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A
|
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Moody Lynn & Lieberson, Llc
|
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Colony Group, LLC
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Moors & Cabot, Inc.
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LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A
|
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Atticus Wealth Management, Llc
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W.H. Cornerstone Investments Inc.
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UBS Group AG
|
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Bridgewater Associates, LP
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CHGX - Investment Managers Series Trust II - AXS Change Finance ESG ETF
|
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Humankind Investments LLC
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Impact Capital Partners LLC
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State Street Corp
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VMGRX - VANGUARD WHITEHALL FUNDS - Vanguard Mid-Cap Growth Fund Investor Shares
|
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Delta Financial Group, Inc.
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Kfg Wealth Management, Llc
|
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Freedom Day Solutions, LLC
|
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POPFX - Managed Portfolio Series - Prospector Opportunity Fund
|
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|
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MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
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SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F
|
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Citigroup Inc
|
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PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Principal Capital Appreciation Account Class 1
|
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|
Sei Investments Co
|
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TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
|
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|
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SVTAX - Sei Institutional Managed Trust - Simt Global Managed Volatility Fund Class F
|
|
|
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|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
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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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SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
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|
NBSM - Neuberger Berman ETF Trust - Neuberger Berman Small-Mid Cap ETF
|
|
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|
Benjamin Edwards Inc
|
|
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|
Ascent Wealth Partners, LLC
|
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DT Investment Partners, LLC
|
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SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
|
|
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|
Fairfield, Bush & Co.
|
|
|
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|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
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|
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund
|
|
|
|
|
|
London Co Of Virginia
|
|
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|
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|
Concurrent Investment Advisors, LLC
|
|
|
|
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|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
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|
MAI Capital Management
|
|
|
|
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|
Everett Harris & Co /ca/
|
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|
JHQAX - JPMorgan Trust I - JPMorgan Hedged Equity Fund Class A
|
|
|
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|
Sivia Capital Partners, LLC
|
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|
Strs Ohio
|
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|
Sunbelt Securities, Inc.
|
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|
Merit Financial Group, LLC
|
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|
Wealth Effects Llc
|
|
|
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|
Sig Brokerage, Lp
|
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|
|
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|
New York State Common Retirement Fund
|
|
|
|
|
|
Toth Financial Advisory Corp
|
|
|
|
|
|
Kesler, Norman & Wride, LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
|
|
|
|
|
Thrivent Core Funds - Thrivent Core Low Volatility Equity Fund
|
|
|
|
|
|
Berger Financial Group, Inc
|
|
|
|
|
|
MGNDX - PRAXIS MUTUAL FUNDS - Praxis Growth Index Fund Class A
|
|
|
|
|
|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
|
|
WFMDX - WELLS FARGO FUNDS TRUST - Wells Fargo Special Mid Cap Value Fund Administrator Class
|
|
|
|
|
|
ACLC - AMERICAN CENTURY ETF TRUST - American Century Sustainable Equity ETF
|
|
|
|
|
|
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
|
|
|
|
|
GSB Wealth Management, LLC
|
|
|
|
|
|
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
|
|
|
|
|
Portside Wealth Group, LLC
|
|
|
|
|
|
Brown, Lisle/cummings, Inc.
|
|
|
|
|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
First National Trust Co
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Schmidt P J Investment Management Inc
|
|
|
|
|
|
Coastline Trust Co
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP T. Rowe Price Equity Income Portfolio Initial Class
|
|
|
|
|
|
Sage Capital Management, LLC
|
|
|
|
|
|
Nordea Investment Management Ab
|
|
|
|
|
|
Leavell Investment Management, Inc.
|
|
|
|
|
|
Sterneck Capital Management, LLC
|
|
|
|
|
|
Smallwood Wealth Investment Management, LLC
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
|
|
|
|
|
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
|
|
|
|
|
|
Brevan Howard Capital Management LP
|
|
|
|
|
|
Roble, Belko & Company, Inc
|
|
|
|
|
|
SPUS - Tidal ETF Trust - SP Funds S&P 500 Sharia Industry Exclusions ETF
|
|
|
|
|
|
Avanza Fonder AB
|
|
|
|
|
|
Mark Sheptoff Financial Planning, Llc
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
Somerset Trust Co
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
Intelligent Financial Strategies
|
|
|
|
|
|
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
|
|
|
|
|
FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA Opportunity Fund Class C
|
|
|
|
|
|
Mather Group, Llc.
|
|
|
|
|
|
SCSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Common Stock Fund Class A
|
|
|
|
|
|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
|
|
|
|
Fundsmith LLP
|
|
|
|
|
|
Pfc Capital Group, Inc.
|
|
|
|
|
|
USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF
|
|
|
|
|
|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
|
|
|
Angeles Wealth Management, Llc
|
|
|
|
|
|
LVOL - AMERICAN CENTURY ETF TRUST - American Century Low Volatility ETF
|
|
|
|
|
|
JRSAX - JANUS INVESTMENT FUND - Janus Henderson U.S. Managed Volatility Fund Class A
|
|
|
|
|
|
Cove Private Wealth, LLC
|
|
|
|
|
|
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund
|
|
|
|
|
|
KNG - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Cboe Vest S&P 500 Dividend Aristocrats Target Income ETF
|
|
|
|
|
|
Farmers & Merchants Trust Co of Long Beach
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
Reynders McVeigh Capital Management, LLC
|
|
|
|
|
|
Norges Bank
|
|
|
|
|
|
DFND - Siren ETF Trust - Siren DIVCON Dividend Defender ETF
|
|
|
|
|
|
SUSA - iSHARES TRUST - iShares MSCI USA ESG Select ETF
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
|
|
|
|
|
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
|
|
|
|
|
|
Focus Financial Network, Inc.
|
|
|
|
|
|
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Capital Appreciation Fund Standard Class
|
|
|
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
|
|
|
|
|
|
ERNZ - Listed Funds Trust - TrueShares Active Yield ETF
|
|
|
|
|
|
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
|
|
|
|
|
|
DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares
|
|
|
|
|
|
STXG - EA Series Trust - Strive 1000 Growth ETF
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
Borer Denton & Associates, Inc.
|
|
|
|
|
|
Catalytic Wealth RIA, LLC
|
|
|
|
|
|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
|
|
|
|
|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares
|
|
|
|
|
|
Crawford Investment Counsel Inc
|
|
|
|
|
|
Pinnacle Associates Ltd
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
V-Square Quantitative Management LLC
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
WEBCX - Teton Westwood Funds - Teton Westwood Balanced Fund Class A
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Mid Cap Relative Value VIP Fund
|
|
|
|
|
|
Beaird Harris Wealth Management, LLC
|
|
|
|
|
|
Cary Street Partner Investment Advisory Llc
|
|
|
|
|
|
Deseret Mutual Benefit Administrators
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
|
|
|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
Measured Risk Portfolios, Inc.
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
|
|
|
|
Gabelli Equity Trust Inc
|
|
|
|
|
|
TACLX - TOUCHSTONE STRATEGIC TRUST - Touchstone Large Cap Fund Class A
|
|
|
|
|
|
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class
|
|
|
|
|
|
Financiere des Professionnels - Fonds d,investissement inc.
|
|
|
|
|
|
HEIIX - HENNESSY FUNDS TRUST - Hennessy Equity and Income Fund Institutional Class
|
|
|
|
|
|
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
|
|
|
|
|
WWLAX - Ultimus Managers Trust - Westwood Quality Value Fund A Class Shares
|
|
|
|
|
|
Arlington Trust Co LLC
|
|
|
|
|
|
Mosaic Family Wealth Partners, Llc
|
|
|
|
|
|
GVMCX - WILLIAMSBURG INVESTMENT TRUST - Government Street Mid-Cap Fund
|
|
|
|
|
|
MSH Capital Advisors LLC
|
|
|
|
|
|
Sone Capital Management, LLC
|
|
|
|
|
|
VLCGX - VALIC Co I - Large Capital Growth Fund
|
|
|
|
|
|
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A
|
|
|
|
|
|
Landscape Capital Management, L.l.c.
|
|
|
|
|
|
Ar Asset Management Inc
|
|
|
|
|
|
SRIGX - Gabelli ESG Fund, Inc. - Gabelli ESG Fund, Inc. Class AAA
|
|
|
|
|
|
Strategy Asset Managers Llc
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF
|
|
|
|
|
|
Brighthouse Funds Trust I - Wells Capital Management Mid Cap Value Portfolio Class A
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
Sovereign Financial Group, Inc.
|
|
|
|
|
|
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
|
|
|
|
|
|
MEFAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid Cap Growth Fund Class A
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
|
|
|
|
Palisade Capital Management Llc/nj
|
|
|
|
|
|
Brookstone Capital Management
|
|
|
|
|
|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
JNL SERIES TRUST - JNL/AQR Large Cap Defensive Style Fund (I)
|
|
|
|
|
|
Turim 21 Investimentos Ltda.
|
|
|
|
|
|
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A
|
|
|
|
|
|
Everence Capital Management Inc
|
|
|
|
|
|
ORG Wealth Partners, LLC
|
|
|
|
|
|
Baxter Bros Inc
|
|
|
|
|
|
West Family Investments, Inc.
|
|
|
|
|
|
Bradley Foster & Sargent Inc/ct
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
Security National Bank
|
|
|
|
|
|
Baldwin Brothers Inc/ma
|
|
|
|
|
|
RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF
|
|
|
|
|
|
RFG Advisory, LLC
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
Caisse De Depot Et Placement Du Quebec
|
|
|
|
|
|
Mutual Of America Capital Management Llc
|
|
|
|
|
|
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
|
|
|
|
|
Texas Yale Capital Corp.
|
|
|
|
|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
|
|
|
|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
|
|
|
|
LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Ivy Mid Cap Growth Portfolio Class IB
|
|
|
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|
|
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio
|
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|
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|
Mirabella Financial Services Llp
|
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|
Northwest & Ethical Investments L.P.
|
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|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A
|
|
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|
|
|
Brown Advisory Inc
|
|
|
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|
|
Nicholson Wealth Management Group, LLC
|
|
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|
T. Rowe Price Investment Management, Inc.
|
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|
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|
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
|
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|
Banque Cantonale Vaudoise
|
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|
Assetmark, Inc
|
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|
Covestor Ltd
|
|
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|
Millstone Evans Group, LLC
|
|
|
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|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
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|
|
Grove Bank & Trust
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
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|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
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|
|
|
|
CUSEX - Capital Group U.S. Equity Fund - Capital Group U.S. Equity Fund Share class
|
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|
Norris Perne & French Llp/mi
|
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|
MCF Advisors LLC
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
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|
|
|
|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
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|
|
|
|
Forbes J M & Co Llp
|
|
|
|
|
|
First Trust Advisors Lp
|
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|
JHDRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 2 Fund Class R6
|
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|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Managed Floor ETF
|
|
|
|
|
|
CLARET ASSET MANAGEMENT Corp
|
|
|
|
|
|
Susquehanna International Group, Llp
|
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|
Meeder Asset Management Inc
|
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|
Strategic Wealth Partners, Ltd.
|
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|
BI Asset Management Fondsmaeglerselskab A/S
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
Elk River Wealth Management, LLC
|
|
|
|
|
|
Brighthouse Funds Trust I - Brighthouse/Wellington Large Cap Research Portfolio Class A
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
Oarsman Capital, Inc.
|
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|
|
|
|
Brinker Capital Investments, LLC
|
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|
Tokio Marine Asset Management Co Ltd
|
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|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
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|
Indiana Trust & Investment Management CO
|
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|
SILVX - RBB FUND, INC. - SGI U.S. Large Cap Equity Fund Class I
|
|
|
|
|
|
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Global Responsibility Equity Fund Class A
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
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|
Lgt Capital Partners Ltd.
|
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|
Rakuten Investment Management, Inc.
|
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|
Nuveen, LLC
|
|
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|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
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|
Compagnie Lombard Odier SCmA
|
|
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|
MeadowBrook Investment Advisors LLC
|
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|
Guardian Asset Advisors, LLC
|
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|
|
Diversify Advisory Services, LLC
|
|
|
|
|
|
Pring Turner Capital Group Inc
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
|
|
|
|
|
|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
|
|
|
|
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
|
|
|
|
|
PEPS - Morgan Stanley ETF Trust - Parametric Equity Plus ETF
|
|
|
|
|
|
GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class
|
|
|
|
|
|
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
|
|
|
|
|
|
ESMV - iSHARES TRUST - iShares ESG MSCI USA Min Vol Factor ETF
|
|
|
|
|
|
Advisors Capital Management, LLC
|
|
|
|
|
|
Meiji Yasuda Asset Management Co Ltd.
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
WOFDX - WELLS FARGO FUNDS TRUST - Wells Fargo Opportunity Fund Administrator Class
|
|
|
|
|
|
Kathmere Capital Management, LLC
|
|
|
|
|
|
Empower Advisory Group, LLC
|
|
|
|
|
|
Savoir Faire Capital Management, L.P.
|
|
|
|
|
|
Principle Wealth Partners Llc
|
|
|
|
|
|
Heritage Trust Co
|
|
|
|
|
|
UPGD - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Raymond James SB-1 Equity ETF
|
|
|
|
|
|
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
|
|
|
|
|
Elo Mutual Pension Insurance Co
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
|
|
|
|
|
Apeiron RIA LLC
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
Capital Group Private Client Services, Inc.
|
|
|
|
|
|
Westend Capital Management LLC
|
|
|
|
|
|
NAWGX - Voya MUTUAL FUNDS - Voya Global Equity Fund Class A
|
|
|
|
|
|
Virtus Investment Advisers, Inc.
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
XRLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF
|
|
|
|
|
|
Opal Wealth Advisors, LLC
|
|
|
|
|
|
SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A
|
|
|
|
|
|
Jacobs Levy Equity Management, Inc
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
|
|
|
|
|
Stock Yards Bank & Trust Co
|
|
|
|
|
|
SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
|
|
|
|
|
Pacific Center for Financial Services
|
|
|
|
|
|
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class
|
|
|
|
|
|
Dai-Ichi Life Insurance Company, Ltd
|
|
|
|
|
|
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund
|
|
|
|
|
|
Saturna Capital CORP
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
|
|
|
|
|
MJT & Associates Financial Advisory Group, Inc.
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
|
|
|
|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
|
|
|
|
|
Roberts Glore & Co Inc /il/
|
|
|
|
|
|
Gsa Capital Partners Llp
|
|
|
|
|
|
Mesirow Financial Investment Management, Inc.
|
|
|
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
|
|
|
|
|
Westwood Holdings Group Inc
|
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
M3 Advisory Group, LLC
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
Norden Group Llc
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
TNBIX - 1290 Funds - 1290 SmartBeta Equity Fund Class I
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
AMAGX - AMANA MUTUAL FUNDS TRUST - Amana Growth Fund Investor Shares
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Growth-Income Fund Class 1
|
|
|
|
|
|
VCGAX - VALIC Co I - Growth & Income Fund
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
Evolution Advisers, Inc.
|
|
|
|
|
|
NWFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Fund Class A
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
Harbor Capital Advisors, Inc.
|
|
|
|
|
|
Wendell David Associates Inc
|
|
|
|
|
|
Meeder Advisory Services, Inc.
|
|
|
|
|
|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
RYCIX - RYDEX SERIES FUNDS - Consumer Products Fund Investor Class
|
|
|
|
|
|
Railway Pension Investments Ltd
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
First Manhattan Co
|
|
|
|
|
|
Addison Advisors LLC
|
|
|
|
|
|
WealthTrak Capital Management LLC
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Nationwide Fund Class I
|
|
|
|
|
|
Gateway Investment Advisers Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT GAMCO Small Company Value Portfolio Class IB
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
New Age Alpha Advisors, LLC
|
|
|
|
|
|
NEWZ - EA Series Trust - StockSnips AI-Powered Sentiment US All Cap ETF
|
|
|
|
|
|
Kentucky Retirement Systems
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
Voleon Capital Management Lp
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
USMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA ETF
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
CAPE - DoubleLine ETF Trust - DoubleLine Shiller CAPE U.S. Equities ETF
|
|
|
|
|
|
Optimize Financial Inc
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
|
|
|
|
Gabelli Funds Llc
|
|
|
|
|
|
New York Life Investment Management Llc
|
|
|
|
|
|
Gulf International Bank (UK) Ltd
|
|
|
|
|
|
Papp L Roy & Associates
|
|
|
|
|
|
Tower View Investment Management & Research LLC
|
|
|
|
|
|
Tower Bridge Advisors
|
|
|
|
|
|
Bath Savings Trust Co
|
|
|
|
|
|
Calvert Management Series - Calvert Global Small-Cap Equity Fund Class I
|
|
|
|
|
|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
|
|
|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
First United Bank Trust/
|
|
|
|
|
|
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
Royal London Asset Management Ltd
|
|
|
|
|
|
Onefund, Llc
|
|
|
|
|
|
Bank of Jackson Hole Trust
|
|
|
|
|
|
MML Series Investment Fund II - MML Equity Rotation Fund Class II
|
|
|
|
|
|
Byrne Asset Management LLC
|
|
|
|
|
|
ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A
|
|
|
|
|
|
Evermay Wealth Management Llc
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
|
|
|
|
|
Hall Laurie J Trustee
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
Profunds - Profund Vp Bull
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
NEOS Investment Management LLC
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
|
|
|
|
Connecticut Wealth Management, LLC
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF
|
|
|
|
|
|
URTH - iShares, Inc. - iShares MSCI World ETF
|
|
|
|
|
|
Miracle Mile Advisors, LLC
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
Creative Capital Management Investments LLC
|
|
|
|
|
|
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
|
|
|
|
|
|
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
|
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
|
|
|
Buckingham Strategic Partners
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
|
|
|
|
|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
|
|
|
National Pension Service
|
|
|
|
|
|
Gabelli Healthcare & Wellnessrx Trust
|
|
|
|
|
|
Fiduciary Planning LLC
|
|
|
|
|
|
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
|
|
|
|
|
Panagora Asset Management Inc
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
Kinneret Advisory, LLC
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
Welch & Forbes Llc
|
|
|
|
|
|
Acorn Wealth Advisors, LLC
|
|
|
|
|
|
Palumbo Wealth Management LLC
|
|
|
|
|
|
BlackRock ETF Trust - Blackrock Future U.S. Themes ETF
|
|
|
|
|
|
Shelton Capital Management
|
|
|
|
|
|
CHGX - EA Series Trust - Stance Sustainable Beta ETF
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Mid Cap Managed Volatility Fund Standard Class
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
Arnhold LLC
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
Patton Fund Management, Inc.
|
|
|
|
|
|
Mattern Capital Management, Llc
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
Aviva Plc
|
|
|
|
|
|
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
|
|
|
|
|
|
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
|
|
|
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|
Old Point Trust & Financial Services N A
|
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THRIVENT SERIES FUND INC - Thrivent Mid Cap Stock Portfolio Class A
|
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|
Savvy Advisors, Inc.
|
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|
Gould Capital, LLC
|
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|
Hemington Wealth Management
|
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SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
|
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|
Skandinaviska Enskilda Banken AB (publ)
|
|
|
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|
Putnam Fl Investment Management Co
|
|
|
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|
Bruce G. Allen Investments, LLC
|
|
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
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|
|
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|
TMMAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed Managed Volatility Fund Class F
|
|
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|
|
|
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1
|
|
|
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|
Koesten, Hirschmann & Crabtree, INC.
|
|
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|
IGHSX - Voya VARIABLE PORTFOLIOS INC - Voya Global Equity Portfolio Class S
|
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Evelyn Partners Investment Management LLP
|
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|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
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|
Solstein Capital, LLC
|
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|
DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF
|
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|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
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|
|
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|
GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF
|
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|
Federation des caisses Desjardins du Quebec
|
|
|
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|
Creative Planning
|
|
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|
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
|
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|
GTCEX - GLENMEDE FUND INC - Strategic Equity Portfolio
|
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Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
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S-Bank Fund Management Ltd
|
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|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
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|
|
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|
PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF
|
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|
Ameriflex Group, Inc.
|
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|
Dimensional Fund Advisors Lp
|
|
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Lindbrook Capital, Llc
|
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GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
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Stance Capital Llc
|
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Princeton Global Asset Management LLC
|
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DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
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Pathway Financial Advisors LLC
|
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AIVSX - INVESTMENT CO OF AMERICA - INVESTMENT CO OF AMERICA Class A
|
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|
TFC Financial Management
|
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Peak Asset Management, LLC
|
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CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF
|
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|
Jpmorgan Chase & Co
|
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Orion Portfolio Solutions, LLC
|
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St Germain D J Co Inc
|
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Kovitz Investment Group Partners, LLC
|
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CSMEX - CARILLON SERIES TRUST - Carillon Scout Mid Cap Fund Class A
|
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|
Williams Jones Wealth Management, LLC.
|
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Boreal Capital Management LLC
|
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SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
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|
Rsm Us Wealth Management Llc
|
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|
Xponance, Inc.
|
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Qtron Investments LLC
|
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QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
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VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
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|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
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|
Private Advisor Group, LLC
|
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|
Montag & Caldwell, Llc
|
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|
NBGNX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Genesis Fund Investor Class
|
|
|
|
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|
Smartleaf Asset Management LLC
|
|
|
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|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
|
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|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
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|
Cromwell Holdings LLC
|
|
|
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|
ENDW - EA Series Trust - Cambria Endowment Style ETF
|
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TWHIX - American Century Mutual Funds, Inc. - Heritage Fund Investor Class
|
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|
Hudson Bay Capital Management LP
|
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|
Kennebec Savings Bank
|
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|
Tema ETF Trust - Tema Monopolies and Oligopolies ETF
|
|
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|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
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|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT U.S. 130/30 Equity Fund Class Y
|
|
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|
|
|
SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF
|
|
|
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|
Stratos Wealth Partners, LTD.
|
|
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|
Hsbc Holdings Plc
|
|
|
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|
|
Sumitomo Life Insurance Co
|
|
|
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|
|
PRAXIS FUNDS - Praxis Impact Large Cap Growth ETF
|
|
|
|
|
|
Revisor Wealth Management LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
BTMFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Midcap Fund
|
|
|
|
|
|
Weiss Asset Management LP
|
|
|
|
|
|
Impact Investors, Inc
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
|
|
|
|
|
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Mid Cap Growth Portfolio Class I
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
|
|
|
|
Calamos Advisors LLC
|
|
|
|
|
|
TCAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Premium Income ETF
|
|
|
|
|
|
Crown Oak Advisors, LLC
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
YHB Investment Advisors, Inc.
|
|
|
|
|
|
Andra AP-fonden
|
|
|
|
|
|
IFM Investors Pty Ltd
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
Boston Trust Walden Corp
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Balanced Fund Service Class
|
|
|
|
|
|
JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
Sound Financial Strategies Group, LLC
|
|
|
|
|
|
Sky Investment Group LLC
|
|
|
|
|
|
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
|
|
|
|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
Boit C F David
|
|
|
|
|
|
CoreFirst Bank & Trust
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
|
|
|
|
NATIONWIDE MUTUAL FUNDS - Nationwide U.S. 130/30 Equity Portfolio Class R6
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
RSPS - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Consumer Staples ETF
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
|
|
|
|
|
UPSD - ETF Series Solutions - Aptus Large Cap Upside ETF
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
PENN SERIES FUNDS INC - Large Cap Growth Fund
|
|
|
|
|
|
Citizens Financial Group Inc/ri
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
Midwest Trust Co
|
|
|
|
|
|
Westpac Banking Corp
|
|
|
|
|
|
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF
|
|
|
|
|
|
SNPD - DBX ETF TRUST - Xtrackers S&P ESG Dividend Aristocrats ETF
|
|
|
|
|
|
Northcape Wealth Management, Llc
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
Forum Financial Management, LP
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
|
|
|
PineBridge Investments, L.P.
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Value
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
FARYX - Northern Lights Fund Trust IV - Fulcrum Diversified Absolute Return Fund Super Institutional Class
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
|
|
|
NOBL - PROSHARES TRUST - ProShares S&P 500 Dividend Aristocrats ETF
|
|
|
|
|
|
CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
FLQM - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Mid Cap Equity ETF
|
|
|
|
|
|
SRN Advisors, LLC
|
|
|
|
|
|
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
|
|
|
|
|
SGLIX - RBB FUND, INC. - SGI Global Equity Fund Class I Shares
|
|
|
|
|
|
Varma Mutual Pension Insurance Co
|
|
|
|
|
|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1
|
|
|
|
|
|
Assenagon Asset Management S.A.
|
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
|
|
|
|
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
|
|
|
|
Dana Investment Advisors, Inc.
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
Abacus Planning Group, Inc.
|
|
|
|
|
|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
|
|
|
|
|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
|
|
|
|
Pallas Capital Advisors LLC
|
|
|
|
|
|
Cary Street Partners Financial Llc
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
GHP Investment Advisors, Inc.
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
Tributary Capital Management, LLC
|
|
|
|
|
|
Lvm Capital Management Ltd/mi
|
|
|
|
|
|
Aspect Partners, LLC
|
|
|
|
|
|
WISEX - AZZAD FUNDS - Azzad Wise Capital Fund
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
|
|
|
|
|
Profunds - Profund Vp Consumer Goods
|
|
|
|
|
|
Tobam
|
|
|
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
|
|
|
|
|
|
Clean Yield Group
|
|
|
|
|
|
Segall Bryant & Hamill, Llc
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
|
|
|
Intact Investment Management Inc.
|
|
|
|
|
|
Keel Point, LLC
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
|
|
|
|
Littlejohn Financial Services, Inc.
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional
|
|
|
|
|
|
Radnor Capital Management, LLC
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
Carderock Capital Management Inc
|
|
|
|
|
|
Fundsmith Investment Services Ltd.
|
|
|
|
|
|
Town & Country Bank & Trust CO dba First Bankers Trust CO
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
Oddo Bhf Asset Management Sas
|
|
|
|
|
|
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
New England Research & Management, Inc.
|
|
|
|
|
|
Financial Advocates Investment Management
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
Courier Capital Llc
|
|
|
|
|
|
Banco Santander, S.A.
|
|
|
|
|
|
Northeast Investment Management
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Opportunity Fund Class 2
|
|
|
|
|
|
Aquatic Capital Management LLC
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
Stanley-Laman Group, Ltd.
|
|
|
|
|
|
Dumont & Blake Investment Advisors Llc
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
|
|
|
|
|
Bayforest Capital Ltd
|
|
|
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
|
|
|
|
|
Richard W. Paul & Associates, LLC
|
|
|
|
|
|
NMANX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Mid Cap Growth Fund Investor Class
|
|
|
|
|
|
Smith Shellnut Wilson Llc /adv
|
|
|
|
|
|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
|
|
|
|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
|
|
|
|
Scotia Capital Inc.
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Sierra Ocean, Llc
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
Camden Capital, LLC
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
Stegent Equity Advisors, Inc.
|
|
|
|
|
|
Cynosure Management, Llc
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
|
|
Marshall & Sterling Wealth Advisors Inc.
|
|
|
|
|
|
Flossbach Von Storch Ag
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
Tredje AP-fonden
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
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INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
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Albert D Mason Inc
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Fairbanks Capital Management, Inc.
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Strait & Sound Wealth Management LLC
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Carret Asset Management, Llc
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USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF
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Manufacturers Life Insurance Company, The
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Advantage Trust Co
|
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M&t Bank Corp
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Rosenberg Matthew Hamilton
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Qrg Capital Management, Inc.
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Kimelman & Baird, LLC
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QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
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TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
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Azzad Asset Management Inc /adv
|
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VSTIX - VALIC Co I - Stock Index Fund
|
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First National Advisers, LLC
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ZECP - Zacks Trust - Zacks Earnings Consistent Portfolio ETF
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AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
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Natixis
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STXV - EA Series Trust - Strive 1000 Value ETF
|
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PAPPX - Papp Investment Trust - Papp Small & Mid-Cap Growth Fund
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Occudo Quantitative Strategies Lp
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Shell Asset Management Co
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Brighton Jones Llc
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DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
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SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
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Verition Fund Management LLC
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Pnc Financial Services Group, Inc.
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SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
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Siemens Fonds Invest GmbH
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Adviser Investments LLC
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Eukles Asset Management
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CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A
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SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
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Aristotle Capital Management, LLC
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Abn Amro Investment Solutions
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Transcend Wealth Collective, Llc
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PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3
|
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Evergreen Private Wealth LLC
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CWA Asset Management Group, LLC
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PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
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NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Core Stock Portfolio
|
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FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
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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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FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
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BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
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SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
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SPLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
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Enterprise Financial Services Corp
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Thompson Investment Management, Inc.
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USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF
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Drive Wealth Management, Llc
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Bangor Savings Bank
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AVMC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Equity ETF
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Wealthspire Advisors, LLC
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John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
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Aptus Capital Advisors, LLC
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EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
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Nicolet Advisory Services, Llc
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Hm Payson & Co
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WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF
|
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ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
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Rialto Wealth Management, LLC
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Wedmont Private Capital
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QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
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Peapack Gladstone Financial Corp
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O'shaughnessy Asset Management, Llc
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HAPI - Harbor ETF Trust - Harbor Corporate Culture ETF
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Wealthfront Advisers Llc
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Advyzon Investment Management, LLC
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GFG Capital, LLC
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Archer Investment Corp
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Kirtland Hills Capital Management, Llc
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Fifth Third Bancorp
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VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio
|
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KBC Group NV
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Acadian Asset Management Llc
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QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
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Ubs Asset Management Americas Inc
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Kestra Private Wealth Services, Llc
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SMIPX - SARATOGA ADVANTAGE TRUST - Mid Capitalization Portfolio - Class I
|
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Gen-Wealth Partners Inc
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Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
|
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Canada Pension Plan Investment Board
|
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Marietta Wealth Management, LLC
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Newbridge Financial Services Group, Inc.
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Beacon Pointe Advisors, LLC
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Essex Financial Services, Inc.
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Sterling Capital Management LLC
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Investment House Llc
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HighTower Advisors, LLC
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QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
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Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio
|
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Ancora Advisors, LLC
|
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JPME - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF
|
|
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|
PFG Advisors
|
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|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
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USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
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Marco Investment Management Llc
|
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Whittier Trust Co Of Nevada Inc
|
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|
CFSSX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Select Fund
|
|
|
|
|
|
VMNVX - VANGUARD WHITEHALL FUNDS - Vanguard Global Minimum Volatility Fund Admiral Shares
|
|
|
|
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|
Hantz Financial Services, Inc.
|
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MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund
|
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|
Integrity Alliance, Llc.
|
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Quantitative Investment Management, LLC
|
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AUENX - AQR Funds - AQR Large Cap Defensive Style Fund Class N
|
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|
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C
|
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TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
FIL Ltd
|
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|
Pittenger & Anderson Inc
|
|
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|
Ag2r La Mondiale Gestion D'actifs
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
|
|
|
|
|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
ROSS\JOHNSON & Associates LLC
|
|
|
|
|
|
Empire Life Investments Inc.
|
|
|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
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|
|
|
|
Investment Management Corp of Ontario
|
|
|
|
|
|
Prudential Plc
|
|
|
|
|
|
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class
|
|
|
|
|
|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB
|
|
|
|
|
|
Forsta Ap-fonden
|
|
|
|
|
|
Formidable Asset Management, LLC
|
|
|
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|
|
Southeast Asset Advisors Inc.
|
|
|
|
|
|
Nissay Asset Management Corp /japan/ /adv
|
|
|
|
|
|
VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares
|
|
|
|
|
|
Machina Capital S.a.s.
|
|
|
|
|
|
Douglass Winthrop Advisors, LLC
|
|
|
|
|
|
PSL - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Consumer Staples Momentum ETF
|
|
|
|
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|
Fiduciary Family Office, Llc
|
|
|
|
|
|
Cibc World Markets Corp
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
Westside Investment Management, Inc.
|
|
|
|
|
|
Resona Asset Management Co.,Ltd.
|
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|
Wolff Wiese Magana Llc
|
|
|
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|
Huntington National Bank
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
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|
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|
Sanibel Captiva Trust Company, Inc.
|
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|
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|
Westhampton Capital, LLC
|
|
|
|
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|
Redhawk Wealth Advisors, Inc.
|
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|
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|
|
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF
|
|
|
|
|
|
Mountain Pacific Investment Advisers Inc/id
|
|
|
|
|
|
TWCGX - American Century Mutual Funds, Inc. - Growth Fund Investor Class
|
|
|
|
|
|
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
|
|
|
|
RD Lewis Holdings, Inc.
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
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|
Bnp Paribas Arbitrage, Sa
|
|
|
|
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|
EQ ADVISORS TRUST - EQ/Capital Group Research Portfolio Class IB
|
|
|
|
|
|
South Plains Financial, Inc.
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
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|
|
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|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
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|
|
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|
Pictet Asset Management Holding SA
|
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|
Mechanics Financial Corp
|
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|
WELLS FARGO MASTER TRUST - Wells Fargo Real Return Portfolio Real Return Portfolio
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
Mufg Securities Americas Inc.
|
|
|
|
|
|
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
Hamilton Point Investment Advisors, LLC
|
|
|
|
|
|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
DRW Securities, LLC
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
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|
OPTZ - Advisor Managed Portfolios - Optimize Strategy Index ETF
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
|
|
|
|
|
Cape Investment Advisory, Inc.
|
|
|
|
|
|
Viawealth, Llc
|
|
|
|
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|
Quintet Private Bank (Europe) S.A.
|
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|
Northwestern Mutual Investment Management Company, Llc
|
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|
Trillium Asset Management, Llc
|
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|
|
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|
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
|
|
|
|
|
YANKCOM Partnership
|
|
|
|
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|
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund
|
|
|
|
|
|
Intrust Bank Na
|
|
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|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
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|
Bank Of Nova Scotia
|
|
|
|
|
|
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
|
|
|
|
|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
VFMV - VANGUARD WELLINGTON FUND - Vanguard U.S. Minimum Volatility ETF ETF Shares
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
Cascades Capital Asset Management, LLC
|
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|
|
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|
RYDEX VARIABLE TRUST - Consumer Products Fund Variable Annuity
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
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|
Kestra Advisory Services, LLC
|
|
|
|
|
|
ICW Investment Advisors LLC
|
|
|
|
|
|
Tcw Group Inc
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
|
|
|
|
|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
|
|
|
|
|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
|
|
|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
|
|
|
|
Jain Global LLC
|
|
|
|
|
|
Calvert Management Series - Calvert Small/Mid-Cap Fund Class I
|
|
|
|
|
|
SDY - SPDR SERIES TRUST - SPDR(R) S&P(R) Dividend ETF
|
|
|
|
|
|
Addenda Capital Inc.
|
|
|
|
|
|
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
|
|
|
|
|
|
Gamco Investors, Inc. Et Al
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
New Mexico Educational Retirement Board
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF
|
|
|
|
|
|
Ossiam
|
|
|
|
|
|
EagleClaw Capital Managment, LLC
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
AFDIX - American Century Mutual Funds, Inc. - Sustainable Equity Fund Investor Class
|
|
|
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
|
|
|
|
|
Flagship Harbor Advisors, Llc
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
|
|
|
|
ASR Vermogensbeheer N.V.
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
City State Bank
|
|
|
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
|
|
|
|
|
|
SSDIX - DEUTSCHE DWS INVESTMENT TRUST - DWS Small Cap Growth Fund Institutional Class
|
|
|
|
|
|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
|
|
|
|
Curat Global, LLC
|
|
|
|
|
|
Summitry Llc
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
Bernard Wealth Management Corp.
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Global Growth Portfolio Initial Class
|
|
|
|
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MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A
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Mutual Advisors, LLC
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CCAFX - CALVERT WORLD VALUES FUND INC - Calvert Mid-Cap Fund Class A
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JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A
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VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
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PEVC - Pacer Funds Trust - Pacer PE/VC ETF
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Livforsakringsbolaget Skandia, Omsesidigt
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Nelson, Van Denburg & Campbell Wealth Management Group, LLC
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AlTi Global, Inc.
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B. Metzler seel. Sohn & Co. AG
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QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
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Eastern Bank
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Boston Family Office Llc
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Golden State Wealth Management, LLC
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De Burlo Group Inc
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Principia Wealth Advisory, LLC
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MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
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Guggenheim Capital Llc
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Sequoia Financial Advisors, LLC
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Signaturefd, Llc
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Optivise Advisory Services LLC
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State Of Wisconsin Investment Board
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Mv Capital Management, Inc.
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CAPROCK Group, Inc.
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Diversify Wealth Management, Llc
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King Luther Capital Management Corp
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North Dallas Bank & Trust Co
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Chevy Chase Trust Holdings, Inc.
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Rothschild Investment Llc
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Jones Financial Companies Lllp
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Zrc Wealth Management, Llc
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Royal Bank Of Canada
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Quantbot Technologies LP
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PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
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Valmark Advisers, Inc.
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DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
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FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
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VIGRX - VANGUARD INDEX FUNDS - Vanguard Growth Index Fund Investor Shares
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Plante Moran Financial Advisors, LLC
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Millennium Management Llc
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SCS Capital Management LLC
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Pacific Point Advisors, LLC
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SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
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Rafferty Asset Management, LLC
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Integrated Wealth Concepts LLC
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PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
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CMNWX - PRINCIPAL FUNDS INC - Principal Capital Appreciation Fund (fka West Coast Equity Fund) Class A
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Utah Retirement Systems
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WQAUX - Ultimus Managers Trust - Westwood Quality AllCap Fund Ultra Shares
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Aqr Capital Management Llc
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Institutional Investment Strategy Fund
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BankPlus Trust Department
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Forethought Variable Insurance Trust - Global Atlantic Wellington Research Managed Risk Portfolio
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Battery Global Advisors, LLC
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Stephens Consulting, LLC
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VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
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Fjarde Ap-fonden /fourth Swedish National Pension Fund
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McCollum Christoferson Group LLC
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SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
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MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
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WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
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YOKE - EA Series Trust - Yoke Core ETF
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SVIIX - VIRTUS ASSET TRUST - Virtus Ceredex Large-Cap Value Equity Fund Class A
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DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
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SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
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CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
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BLPIX - Profunds - Bull Profund Investor Class
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VNVAX - Natixis Funds Trust II - Vaughan Nelson Value Opportunity Fund Class A
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CIBC Asset Management Inc
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AMERICAN FUNDS INSURANCE SERIES - Growth Fund Class 1
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DAVENPORT & Co LLC
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