|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
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|
|
|
|
NOBL - PROSHARES TRUST - ProShares S&P 500 Dividend Aristocrats ETF
|
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|
|
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|
Bell Investment Advisors, Inc
|
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Mechanics Financial Corp
|
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SUNAMERICA SERIES TRUST - SA Dogs of Wall Street Portfolio Class 1
|
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|
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|
VMGIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Growth Index Fund Investor Shares
|
|
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|
North Star Asset Management Inc
|
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USS Investment Management Ltd
|
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|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
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|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
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|
BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund
|
|
|
|
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|
PSET - Principal Exchange-Traded Funds - Principal Price Setters Index ETF
|
|
|
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|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
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|
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|
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
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|
Franklin Templeton Variable Insurance Products Trust - Franklin Rising Dividends Vip Fund Class 1
|
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|
Qube Research & Technologies Ltd
|
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|
Ellevest, Inc.
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Aster Capital Management (DIFC) Ltd
|
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Susquehanna International Group, Llp
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KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
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Creative Financial Designs Inc /adv
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WealthTrak Capital Management LLC
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Baader Bank INC
|
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Geneva Partners, LLC
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FMDE - FIDELITY COVINGTON TRUST - Fidelity Enhanced Mid Cap ETF
|
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|
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
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1620 Investment Advisors, Inc.
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PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
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|
Azimuth Capital Investment Management LLC
|
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|
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THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A
|
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|
USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF
|
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Captrust Financial Advisors
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Everpar Advisors Llc
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NewSquare Capital LLC
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Caitong International Asset Management Co., Ltd
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Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group
|
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Operose Advisors LLC
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Northern Trust Corp
|
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SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
|
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Contravisory Investment Management, Inc.
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Advisory Services Network, LLC
|
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Oregon Public Employees Retirement Fund
|
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GUSYX - Grandeur Peak Global Trust - Grandeur Peak US Stalwarts Fund Institutional Class
|
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|
Columbia Funds Variable Series Trust II - CTIVP - MFS Value Fund Class 1
|
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|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
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|
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class
|
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CFIPX - LEGG MASON PARTNERS EQUITY TRUST - QS Global Equity Fund Class A
|
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FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A
|
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Logan Capital Management Inc
|
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XRLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF
|
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|
Vise Technologies, Inc.
|
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Keudell/Morrison Wealth Management
|
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Apollon Wealth Management, LLC
|
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Rosenberg Matthew Hamilton
|
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Pinnacle Financial Group, LLC / IL
|
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FTHMX - Capitol Series Trust - FullerThaler Behavioral Mid-Cap Equity Fund Institutional Shares
|
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Summit Trail Advisors, Llc
|
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Granite Investment Partners, LLC
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Acadian Asset Management Llc
|
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Atria Wealth Solutions, Inc.
|
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ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF
|
|
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|
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P
|
|
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|
Harbor Investment Advisory, Llc
|
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|
Rakuten Securities, Inc.
|
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Essex Savings Bank
|
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|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
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|
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|
United Capital Financial Advisers, Llc
|
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|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
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|
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
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|
|
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF
|
|
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|
|
|
Fayez Sarofim & Co
|
|
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|
Cubist Systematic Strategies, LLC
|
|
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|
1832 Asset Management L.P.
|
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IWP - iSHARES TRUST - iShares Russell Mid-Cap Growth ETF
|
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|
New Mexico Educational Retirement Board
|
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|
Golden State Wealth Management, LLC
|
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|
CHICAGO TRUST Co NA
|
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|
Trust Co Of Vermont
|
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IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
|
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|
Two Sigma Advisers, Lp
|
|
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|
KNG - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Cboe Vest S&P 500 Dividend Aristocrats Target Income ETF
|
|
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|
|
Advanced Series Trust - Ast Advanced Strategies Portfolio
|
|
|
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|
Winch Advisory Services, LLC
|
|
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|
|
Bradley Foster & Sargent Inc/ct
|
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|
AGOX - Starboard Investment Trust - Adaptive Growth Opportunities ETF
|
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|
Woodmont Investment Counsel Llc
|
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|
Kesler, Norman & Wride, LLC
|
|
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|
|
|
USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund
|
|
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|
|
|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
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|
|
Snowden Capital Advisors LLC
|
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|
Profund Advisors Llc
|
|
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|
IFP Advisors, Inc
|
|
|
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|
|
STXG - EA Series Trust - Strive 1000 Growth ETF
|
|
|
|
|
|
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares
|
|
|
|
|
|
Romano Brothers And Company
|
|
|
|
|
|
Calton & Associates, Inc.
|
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|
|
Nvwm, Llc
|
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|
|
|
|
Creekmur Asset Management LLC
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
Cyndeo Wealth Partners, LLC
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
Cushing Capital Partners, LLC
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
Freestone Capital Holdings, LLC
|
|
|
|
|
|
XTX Topco Ltd
|
|
|
|
|
|
Aviso Financial Inc.
|
|
|
|
|
|
Horizon Funds - HORIZON EXPEDITION PLUS ETF
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
FDEGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies Fund
|
|
|
|
|
|
Park Square Financial Group, LLC
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
Clean Yield Group
|
|
|
|
|
|
QGRO - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Growth ETF
|
|
|
|
|
|
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares
|
|
|
|
|
|
iA Global Asset Management Inc.
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
Fiduciary Family Office, Llc
|
|
|
|
|
|
Mcdonald Partners Llc
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
Accurate Wealth Management, LLC
|
|
|
|
|
|
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
FTCS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Capital Strength ETF
|
|
|
|
|
|
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF
|
|
|
|
|
|
Ameriflex Group, Inc.
|
|
|
|
|
|
Inscription Capital, LLC
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
LVOL - AMERICAN CENTURY ETF TRUST - American Century Low Volatility ETF
|
|
|
|
|
|
CLARET ASSET MANAGEMENT Corp
|
|
|
|
|
|
Moore Capital Management, Lp
|
|
|
|
|
|
Duncker Streett & Co Inc
|
|
|
|
|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
|
|
Foster & Motley Inc
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
|
|
|
|
Dagco, Inc.
|
|
|
|
|
|
Everence Capital Management Inc
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
IPDP - Listed Funds Trust - Dividend Performers ETF
|
|
|
|
|
|
SZNE - Pacer Funds Trust - Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF
|
|
|
|
|
|
Intrinsic Value Partners, LLC
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF
|
|
|
|
|
|
NDVR, Inc.
|
|
|
|
|
|
Schmidt P J Investment Management Inc
|
|
|
|
|
|
TD Capital Management LLC
|
|
|
|
|
|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
|
Wells Trecaso Financial Group, LLC
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
TT Capital Management LLC
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
|
|
|
|
|
USA Financial Portformulas Corp
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
|
|
|
|
|
FQAL - FIDELITY COVINGTON TRUST - Fidelity Quality Factor ETF
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
|
|
|
|
|
Los Angeles Capital Management Llc
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
Atlas Capital Advisors Llc
|
|
|
|
|
|
VCULX - VALIC Co I - Growth Fund
|
|
|
|
|
|
United Community Bank
|
|
|
|
|
|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
PENN SERIES FUNDS INC - Index 500 Fund
|
|
|
|
|
|
Nomura Holdings Inc
|
|
|
|
|
|
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund
|
|
|
|
|
|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
|
|
|
|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
|
|
|
Total Investment Management Inc
|
|
|
|
|
|
FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
|
|
|
|
Kinneret Advisory, LLC
|
|
|
|
|
|
Advanced Asset Management Advisors Inc
|
|
|
|
|
|
Wedmont Private Capital
|
|
|
|
|
|
Wulff, Hansen & Co.
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
FRDAX - Franklin Managed Trust - Franklin Rising Dividends Fund Advisor Class
|
|
|
|
|
|
Wesleyan Assurance Society
|
|
|
|
|
|
Quent Capital, LLC
|
|
|
|
|
|
Quantbot Technologies LP
|
|
|
|
|
|
Painted Porch Advisors LLC
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
|
|
|
|
|
Plante Moran Financial Advisors, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Industrials Sector Fund (A)
|
|
|
|
|
|
Arlington Trust Co LLC
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
Birch Hill Investment Advisors LLC
|
|
|
|
|
|
CFS Investment Advisory Services, LLC
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
|
|
|
|
|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
|
|
|
|
|
AUENX - AQR Funds - AQR Large Cap Defensive Style Fund Class N
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
|
|
|
|
DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF
|
|
|
|
|
|
Dai-Ichi Life Insurance Company, Ltd
|
|
|
|
|
|
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
|
|
|
|
|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
|
|
|
|
Veracity Capital LLC
|
|
|
|
|
|
SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
|
|
|
|
|
Hudson Bay Capital Management LP
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
GSB Wealth Management, LLC
|
|
|
|
|
|
Vectors Research Management, LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
Ramirez Asset Management, Inc.
|
|
|
|
|
|
Beacon Capital Management, LLC
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
|
|
|
|
|
Fwl Investment Management, Llc
|
|
|
|
|
|
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund
|
|
|
|
|
|
BankPlus Trust Department
|
|
|
|
|
|
PCLCX - PACE SELECT ADVISORS TRUST - PACE Large Co Growth Equity Investments Class P
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
Clarity Asset Management, Inc.
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio
|
|
|
|
|
|
GHP Investment Advisors, Inc.
|
|
|
|
|
|
Aviva Plc
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
ISAM Funds (UK) Ltd
|
|
|
|
|
|
FFNHX - VARIABLE INSURANCE PRODUCTS FUND IV - Industrials Portfolio Initial Class
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
Opal Wealth Advisors, LLC
|
|
|
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares
|
|
|
|
|
|
Mindset Wealth Management, Llc
|
|
|
|
|
|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
|
|
|
|
|
Swedbank AB
|
|
|
|
|
|
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
|
|
|
|
|
|
Berger Financial Group, Inc
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
Oakworth Capital, Inc.
|
|
|
|
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Baker Tilly Financial, Llc
|
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Guided Capital Wealth Management, LLC
|
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Sandy Spring Bank
|
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|
UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund
|
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|
Congress Wealth Management LLC / DE /
|
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|
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A
|
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|
Allianz Asset Management GmbH
|
|
|
|
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|
AVLV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value ETF
|
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|
|
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|
CenterBook Partners LP
|
|
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|
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund
|
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|
|
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|
Holocene Advisors, LP
|
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Legacy Trust
|
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|
Howard Hughes Medical Institute
|
|
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BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
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|
Westpac Banking Corp
|
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|
Legacy Capital Wealth Partners, LLC
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1858 Wealth Management, Llc
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Townsend & Associates, Inc
|
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Macquarie Group Ltd
|
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Natixis
|
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CX Institutional
|
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Parallax Volatility Advisers, L.P.
|
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|
Strategic Investment Solutions, Inc. /IL
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|
Magnus Financial Group LLC
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|
Revisor Wealth Management LLC
|
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Mendel Money Management
|
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|
VSTIX - VALIC Co I - Stock Index Fund
|
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|
Stone House Investment Management, LLC
|
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|
Public Employees Retirement System Of Ohio
|
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|
Shell Asset Management Co
|
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|
Catalytic Wealth RIA, LLC
|
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|
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF
|
|
|
|
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|
IFM Investors Pty Ltd
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
Clal Insurance Enterprises Holdings Ltd
|
|
|
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|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
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|
|
Columbus Macro, LLC
|
|
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|
Aurdan Capital Management, LLC
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|
Integrated Wealth Concepts LLC
|
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|
Kentucky Retirement Systems Insurance Trust Fund
|
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|
Garrett Investment Advisors LLC
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|
Blair William & Co/il
|
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Karani Asset Management LLC
|
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|
EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB
|
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|
Fielder Capital Group LLC
|
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|
PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3
|
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|
Anchor Investment Management, LLC
|
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Interchange Capital Partners, LLC
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Foundations Investment Advisors, LLC
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Cidel Asset Management Inc
|
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|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
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|
MFS VARIABLE INSURANCE TRUST II - MFS Core Equity Portfolio Initial Class
|
|
|
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Members Wealth Llc
|
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TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
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|
Russell Investments Group, Ltd.
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Associated Banc-corp
|
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Profunds - Profund Vp Large-cap Growth
|
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USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund
|
|
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|
Caxton Associates Llp
|
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|
Robeco Institutional Asset Management B.V.
|
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Meritage Portfolio Management
|
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IYJ - iSHARES TRUST - iShares U.S. Industrials ETF
|
|
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|
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
|
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|
RYAWX - RYDEX SERIES FUNDS - S&P 500 Pure Growth Fund Class H
|
|
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|
Guardian Variable Products Trust - Guardian All Cap Core VIP Fund
|
|
|
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|
Beacon Investment Advisory Services, Inc.
|
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Sterling Capital Management LLC
|
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GILIX - New Age Alpha Funds Trust - NAA LARGE CORE FUND Institutional Class
|
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|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
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|
Creative Planning
|
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|
Hsbc Holdings Plc
|
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|
Guardian Capital Lp
|
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|
Bordeaux Wealth Advisors LLC
|
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|
Andra AP-fonden
|
|
|
|
|
|
Boit C F David
|
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|
MCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Mid Core ETF
|
|
|
|
|
|
Albert D Mason Inc
|
|
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|
First Manhattan Co
|
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|
Rehmann Capital Advisory Group
|
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|
Spire Wealth Management
|
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|
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|
Dynamic Advisor Solutions LLC
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
|
|
|
|
|
TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class
|
|
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|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
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|
Kestra Investment Management, LLC
|
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|
Janus Henderson Group Plc
|
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|
Sanibel Captiva Trust Company, Inc.
|
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|
Baird Financial Group, Inc.
|
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|
Harwood Advisory Group, LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2
|
|
|
|
|
|
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
|
|
|
|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
|
|
|
|
J. Safra Sarasin Holding AG
|
|
|
|
|
|
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
|
|
|
|
|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
|
|
|
|
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
|
|
|
|
|
Parsons Capital Management Inc/ri
|
|
|
|
|
|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
|
|
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF
|
|
|
|
|
|
GVLU - Tidal ETF Trust - Gotham 1000 Value ETF
|
|
|
|
|
|
Sentry LLC
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
|
|
|
|
Relyea Zuckerberg Hanson LLC
|
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
DUSL - Direxion Shares ETF Trust - Direxion Daily Industrials Bull 3X Shares
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
Madison Asset Management, LLC
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
|
|
|
Cibc World Markets Corp
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF
|
|
|
|
|
|
Canton Hathaway, LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Large Cap Growth Fund Class Y
|
|
|
|
|
|
Maryland Capital Advisors Inc.
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
|
|
|
|
|
|
Financial Advisory Service, Inc.
|
|
|
|
|
|
DIVGX - Capitol Series Trust - Guardian Dividend Growth Fund Class I
|
|
|
|
|
|
Monarch Capital Management Inc/
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
Meiji Yasuda Life Insurance Co
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
Tsfg, Llc
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
Eastern Bank
|
|
|
|
|
|
Point72 Asset Management, L.P.
|
|
|
|
|
|
Westover Capital Advisors, LLC
|
|
|
|
|
|
TNBIX - 1290 Funds - 1290 SmartBeta Equity Fund Class I
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
NLSAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Long Short Fund Class A
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF
|
|
|
|
|
|
QGRW - WisdomTree Trust - WisdomTree U.S. Quality Growth Fund N/A
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
Zevin Asset Management Llc
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
Lewis Asset Management, LLC
|
|
|
|
|
|
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
|
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
|
|
|
|
|
Pollock Investment Advisors, LLC
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF
|
|
|
|
|
|
Ostrum Asset Management
|
|
|
|
|
|
PACIFIC SELECT FUND - Mid-Cap Growth Portfolio Class I
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
Mission Wealth Management, Lp
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
Cerro Pacific Wealth Advisors LLC
|
|
|
|
|
|
Institutional Investment Strategy Fund
|
|
|
|
|
|
BLI - Banque de Luxembourg Investments
|
|
|
|
|
|
Clear Street Markets Llc
|
|
|
|
|
|
Goldstone Financial Group, LLC
|
|
|
|
|
|
Kuhn & Co Investment Counsel
|
|
|
|
|
|
Advyzon Investment Management, LLC
|
|
|
|
|
|
Oppenheimer Asset Management Inc.
|
|
|
|
|
|
Engineers Gate Manager LP
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
CHURCHILL MANAGEMENT Corp
|
|
|
|
|
|
BCUS - Exchange Listed Funds Trust - Bancreek U.S. Large Cap ETF
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
FSEKX - FIDELITY SUMMER STREET TRUST - Fidelity Sustainability U.S. Equity Fund Fidelity Advisor Sustainability U.S. Equity Fund: Class A
|
|
|
|
|
|
LQPE - Tidal Trust III - PEO AlphaQuest(TM) Thematic PE ETF
|
|
|
|
|
|
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund
|
|
|
|
|
|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
Haven Private, LLC
|
|
|
|
|
|
Murphy & Mullick Capital Management Corp
|
|
|
|
|
|
FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A
|
|
|
|
|
|
Daiwa Securities Group Inc.
|
|
|
|
|
|
Foyston, Gordon, & Payne Inc
|
|
|
|
|
|
Birmingham Capital Management Co Inc/al
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
Horizon Bancorp Inc /in/
|
|
|
|
|
|
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
|
|
|
|
|
Frank, Rimerman Advisors LLC
|
|
|
|
|
|
Oxbow Advisors, LLC
|
|
|
|
|
|
Heritage Wealth Advisors
|
|
|
|
|
|
Skandinaviska Enskilda Banken AB (publ)
|
|
|
|
|
|
Hilltop Holdings Inc.
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
Pinnacle Bancorp, Inc.
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
Quadcap Wealth Management, LLC
|
|
|
|
|
|
Valley National Advisers Inc
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
Amplify ETF Trust - Amplify Etho Climate Leadership U.S. ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
|
|
|
|
SHRAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Aggressive Growth Fund Class A
|
|
|
|
|
|
Spdr S&p 500 Etf Trust
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
|
|
Verus Capital Partners, Llc
|
|
|
|
|
|
Fragasso Group Inc.
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
Willis Investment Counsel
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
Heartland Bank & Trust Co
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
|
|
|
|
|
North Capital, Inc.
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
Nordea Investment Management Ab
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA LARGE CORE SERIES
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
R Squared Ltd
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
GFG Capital, LLC
|
|
|
|
|
|
Fruth Investment Management
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
|
Occudo Quantitative Strategies Lp
|
|
|
|
|
|
IMCG - iSHARES TRUST - iShares Morningstar Mid-Cap Growth ETF
|
|
|
|
|
|
Cypress Capital, LLC
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
|
|
|
|
|
Transcend Wealth Collective, Llc
|
|
|
|
|
|
FIL Ltd
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
|
|
|
|
|
BLPIX - Profunds - Bull Profund Investor Class
|
|
|
|
|
|
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio
|
|
|
|
|
|
UNIVEST FINANCIAL Corp
|
|
|
|
|
|
Natixis ETF Trust - Natixis Gateway Quality Income ETF
|
|
|
|
|
|
Ransom Advisory, Ltd
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
Nuveen Nasdaq 100 Dynamic Overwrite Fund
|
|
|
|
|
|
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
|
|
|
|
|
|
E. Ohman J:or Asset Management AB
|
|
|
|
|
|
JPME - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
|
|
|
|
SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund
|
|
|
|
|
|
Erste Asset Management GmbH
|
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
|
|
|
Ferguson Wellman Capital Management, Inc
|
|
|
|
|
|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
|
|
|
|
|
Indiana Trust & Investment Management CO
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
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Adage Capital Partners Gp, L.l.c.
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Greenleaf Trust
|
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New England Research & Management, Inc.
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AustralianSuper Pty Ltd
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XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
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|
Public Sector Pension Investment Board
|
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Citadel Advisors Llc
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Wiley Bros.-aintree Capital, Llc
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Tiaa Trust, National Association
|
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SHRT - Tidal ETF Trust - Gotham Short Strategies ETF
|
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Catalyst Capital Advisors LLC
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|
Rakuten Investment Management, Inc.
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AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
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Spears Abacus Advisors LLC
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Saturna Capital CORP
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Nomura Asset Management Co Ltd
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Champlain Investment Partners, LLC
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Arjuna Capital
|
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MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares
|
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WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
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SEIQ - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Quality Factor ETF
|
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Parthenon Llc
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Clifford Swan Investment Counsel Llc
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Eqis Capital Management, Inc.
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DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
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OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF
|
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Unique Wealth, Llc
|
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Linden Thomas Advisory Services, LLC
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Avestar Capital, LLC
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WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
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BNP Paribas Asset Management Holding S.A.
|
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APG Asset Management N.V.
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Park Avenue Securities Llc
|
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PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
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|
Burns J W & Co Inc/ny
|
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AMFEX - ASSET MANAGEMENT FUND - AAMA Equity Fund
|
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Stock Yards Bank & Trust Co
|
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CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
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|
LS Investment Advisors, LLC
|
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|
National Pension Service
|
|
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JNL SERIES TRUST - JNL/ClearBridge Large Cap Growth Fund (A)
|
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|
High Net Worth Advisory Group LLC
|
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Harvest Fund Management Co., Ltd
|
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Garda Capital Partners Lp
|
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Daymark Wealth Partners, Llc
|
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D.a. Davidson & Co.
|
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State Farm Mutual Automobile Insurance Co
|
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Brighton Jones Llc
|
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Nicholson Wealth Management Group, LLC
|
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Mbb Public Markets I Llc
|
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IMG Wealth Management, Inc.
|
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Beach Investment Counsel Inc/pa
|
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Tower View Investment Management & Research LLC
|
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Running Oak Capital LLC
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Manufacturers Life Insurance Company, The
|
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SummitTX Capital, L.P.
|
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GPGEX - Grandeur Peak Global Trust - Grandeur Peak Global Explorer Fund Institutional Class
|
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|
FGSAX - FEDERATED EQUITY FUNDS - Federated MDT Mid Cap Growth Fund Class A Shares
|
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FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
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|
Sone Capital Management, LLC
|
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Crewe Advisors LLC
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YANKCOM Partnership
|
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Railway Pension Investments Ltd
|
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|
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF
|
|
|
|
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|
Founders Financial Alliance, LLC
|
|
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|
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|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
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|
BlueSky Wealth Advisors, LLC
|
|
|
|
|
|
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A
|
|
|
|
|
|
MGNDX - PRAXIS MUTUAL FUNDS - Praxis Growth Index Fund Class A
|
|
|
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|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
|
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|
Blueshift Asset Management, LLC
|
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|
Fidelis Capital Partners, LLC
|
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|
USCGX - USAA MUTUAL FUNDS TRUST - Capital Growth Fund
|
|
|
|
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|
State of Tennessee, Treasury Department
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
SPMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Momentum ETF
|
|
|
|
|
|
PDP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Momentum ETF
|
|
|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
|
|
|
|
Valued Wealth Advisors LLC
|
|
|
|
|
|
Kimelman & Baird, LLC
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
|
|
TPLE - TIMOTHY PLAN - Timothy Plan US Large/Mid Cap Core Enhanced ETF
|
|
|
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|
|
Nicollet Investment Management, Inc.
|
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|
Mariner, LLC
|
|
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|
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|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
Siemens Fonds Invest GmbH
|
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|
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|
Syon Capital Llc
|
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|
Man Group plc
|
|
|
|
|
|
SNPG - DBX ETF TRUST - Xtrackers S&P 500 Growth ESG ETF
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
NXTI - Simplify Exchange Traded Funds - Simplify Next Intangible Core Index ETF
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
Journey Strategic Wealth Llc
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
FMDGX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Growth Index Fund
|
|
|
|
|
|
ACGR - AMERICAN CENTURY ETF TRUST - American Century Sustainable Growth ETF
|
|
|
|
|
|
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF
|
|
|
|
|
|
Principal Street Partners, LLC
|
|
|
|
|
|
Mutual Of America Capital Management Llc
|
|
|
|
|
|
FSST - FIDELITY COVINGTON TRUST - Fidelity Sustainability U.S. Equity ETF
|
|
|
|
|
|
Syverson Strege & Co
|
|
|
|
|
|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
|
|
|
|
|
Machina Capital S.a.s.
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
CHGX - Investment Managers Series Trust II - AXS Change Finance ESG ETF
|
|
|
|
|
|
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F
|
|
|
|
|
|
Graypoint LLC
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
First Pacific Financial
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
Bragg Financial Advisors, Inc
|
|
|
|
|
|
Mediolanum International Funds Ltd
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Growth Strength Portfolio Class I
|
|
|
|
|
|
AMOM - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap Momentum ETF
|
|
|
|
|
|
Redmond Asset Management, LLC
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA Allocation Fund Class C
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class
|
|
|
|
|
|
Modern Wealth Management, LLC
|
|
|
|
|
|
Callan Capital, LLC
|
|
|
|
|
|
Westerkirk Capital Inc.
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
Candriam Luxembourg S.C.A.
|
|
|
|
|
|
Wahed Invest LLC
|
|
|
|
|
|
Fairscale Capital, LLC
|
|
|
|
|
|
Vontobel Holding Ltd.
|
|
|
|
|
|
Caisse De Depot Et Placement Du Quebec
|
|
|
|
|
|
Crews Bank & Trust
|
|
|
|
|
|
Savvy Advisors, Inc.
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
N.E.W. Advisory Services LLC
|
|
|
|
|
|
Evercore Wealth Management, LLC
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
Hohimer Wealth Management, Llc
|
|
|
|
|
|
Grantham, Mayo, Van Otterloo & Co. LLC
|
|
|
|
|
|
MPAY - Exchange Listed Funds Trust - Akros Monthly Payout ETF
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
Southeast Asset Advisors Inc.
|
|
|
|
|
|
Global Trust Asset Management, LLC
|
|
|
|
|
|
IVW - iSHARES TRUST - iShares S&P 500 Growth ETF
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
Bath Savings Trust Co
|
|
|
|
|
|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
Clark & Stuart, Inc
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
MQS Management LLC
|
|
|
|
|
|
Advisor OS, LLC
|
|
|
|
|
|
DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF
|
|
|
|
|
|
Marcum Wealth, LLC
|
|
|
|
|
|
Quest 10 Wealth Builders, Inc.
|
|
|
|
|
|
Alyeska Investment Group, L.P.
|
|
|
|
|
|
Chesley Taft & Associates LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
|
|
|
|
|
Copperwynd Financial, LLC
|
|
|
|
|
|
Premier Path Wealth Partners, LLC
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
|
|
|
|
|
Renaissance Group Llc
|
|
|
|
|
|
FourThought Financial Partners, LLC
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
Hilltop National Bank
|
|
|
|
|
|
Dark Forest Capital Management Lp
|
|
|
|
|
|
First PREMIER Bank
|
|
|
|
|
|
FUQIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Quality Index Fund
|
|
|
|
|
|
FELG - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Growth ETF
|
|
|
|
|
|
Optas, LLC
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
QLMGOX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Aggressive Growth Portfolio Class I
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
King Luther Capital Management Corp
|
|
|
|
|
|
GoalVest Advisory LLC
|
|
|
|
|
|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Capital Strength Portfolio Class I
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
Puff Wealth Management, Llc
|
|
|
|
|
|
Delta Asset Management Llc/tn
|
|
|
|
|
|
Frazier Financial Advisors, LLC
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
Dorsey & Whitney Trust CO LLC
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
|
|
|
|
Haverford Trust Co
|
|
|
|
|
|
TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R
|
|
|
|
|
|
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
|
|
|
|
|
Investment Management Corp of Ontario
|
|
|
|
|
|
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
Cove Private Wealth, LLC
|
|
|
|
|
|
Patron Partners Advisors, Llc
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
Kentucky Retirement Systems
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
Spring Capital Management, Llc
|
|
|
|
|
|
Greatmark Investment Partners, Inc.
|
|
|
|
|
|
Bailard, Inc.
|
|
|
|
|
|
Vista Investment Partners Llc
|
|
|
|
|
|
Harrington Investments, INC
|
|
|
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
Welch & Forbes Llc
|
|
|
|
|
|
SNPD - DBX ETF TRUST - Xtrackers S&P ESG Dividend Aristocrats ETF
|
|
|
|
|
|
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF
|
|
|
|
|
|
ROE - EA Series Trust - Astoria US Quality Kings ETF
|
|
|
|
|
|
IFG Advisory, LLC
|
|
|
|
|
|
Tidemark, LLC
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 Pure Growth Fund Variable Annuity
|
|
|
|
|
|
3Chopt Investment Partners, LLC
|
|
|
|
|
|
VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares
|
|
|
|
|
|
Simmons Bank
|
|
|
|
|
|
FTIF - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Bloomberg Inflation Sensitive Equity ETF
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF
|
|
|
|
|
|
Five Oceans Advisors
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
Financiere des Professionnels - Fonds d,investissement inc.
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
QLMLOX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Large Cap Growth Portfolio Class I
|
|
|
|
|
|
MML Series Investment Fund II - MML Equity Rotation Fund Class II
|
|
|
|
|
|
Moody Lynn & Lieberson, Llc
|
|
|
|
|
|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
|
|
|
|
Citizens Financial Group Inc/ri
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
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|
|
|
|
FIDU - FIDELITY COVINGTON TRUST - Fidelity MSCI Industrials Index ETF
|
|
|
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|
Voya Infrastructure, Industrials & Materials Fund
|
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|
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|
Xponance, Inc.
|
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|
Whipplewood Advisors, LLC
|
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|
Trifecta Capital Advisors, LLC
|
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|
SRN Advisors, LLC
|
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|
|
|
|
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
|
|
|
|
|
COHOX - Managed Portfolio Series - Coho Relative Value Equity Fund Advisor Class Shares
|
|
|
|
|
|
Renaissance Technologies Llc
|
|
|
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|
|
Wendell David Associates Inc
|
|
|
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|
Cornerstone Wealth Group, LLC
|
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|
Bnp Paribas Arbitrage, Sa
|
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|
Tompkins Financial Corp
|
|
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|
HAPI - Harbor ETF Trust - Harbor Corporate Culture ETF
|
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|
Cullen/frost Bankers, Inc.
|
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|
Cynosure Management, Llc
|
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|
Wedbush Securities Inc
|
|
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GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
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|
|
Wedgewood Investors Inc /pa/
|
|
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|
|
PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A
|
|
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|
SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F
|
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|
Lcnb Corp
|
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Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
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|
Phoenix Holdings Ltd.
|
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|
Charles Schwab Investment Management Inc
|
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Itau Unibanco Holding S.A.
|
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DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
|
|
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|
Paragon Private Wealth Management, LLC
|
|
|
|
|
|
FSKGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies K6 Fund
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
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|
|
Twin Capital Management Inc
|
|
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|
Commerzbank Aktiengesellschaft /fi
|
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Hm Payson & Co
|
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Polymer Capital Management (US) LLC
|
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MJT & Associates Financial Advisory Group, Inc.
|
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|
CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF
|
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|
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|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
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|
JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF
|
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Alta Advisers Ltd
|
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Scopus Asset Management, L.p.
|
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SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I
|
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|
Nebula Research & Development LLC
|
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|
Greykasell Wealth Strategies, Inc.
|
|
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FGEAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Global Capital Appreciation Fund Class A
|
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|
|
PXWGX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG Beta Quality Fund Investor Class
|
|
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|
|
Envestnet Portfolio Solutions, Inc.
|
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|
CIBC Asset Management Inc
|
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|
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I
|
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|
Amalgamated Bank
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
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|
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|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
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|
Agf Management Ltd
|
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|
Jefferies Financial Group Inc.
|
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ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
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|
Simplicity Wealth,LLC
|
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|
Essex Financial Services, Inc.
|
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Walleye Trading LLC
|
|
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|
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund
|
|
|
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|
JHAAX - John Hancock Funds II - Multi-Asset Absolute Return Fund Class A
|
|
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|
|
Dimensional Fund Advisors Lp
|
|
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|
|
Valeo Financial Advisors, LLC
|
|
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|
|
Teamwork Financial Advisors, LLC
|
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|
Benchmark Investment Advisors LLC
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Bahl & Gaynor Inc
|
|
|
|
|
|
Inspirion Wealth Advisors, Llc
|
|
|
|
|
|
Twelve Points Wealth Management LLC
|
|
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|
|
|
Oarsman Capital, Inc.
|
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|
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|
|
Capital Planning Advisors, LLC
|
|
|
|
|
|
Hancock Whitney Corp
|
|
|
|
|
|
BTEFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Equity Fund
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional
|
|
|
|
|
|
VCBCX - VALIC Co I - Blue Chip Growth Fund
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
Semmax Financial Advisors Inc.
|
|
|
|
|
|
Nearwater Capital Markets, Ltd
|
|
|
|
|
|
G&S Capital LLC
|
|
|
|
|
|
FCLAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Industrials Fund Class A
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
Summit Financial, LLC
|
|
|
|
|
|
Pittenger & Anderson Inc
|
|
|
|
|
|
Landscape Capital Management, L.l.c.
|
|
|
|
|
|
Capstone Financial Advisors, Inc.
|
|
|
|
|
|
Liberty Square Wealth Partners Llc
|
|
|
|
|
|
Financial Advocates Investment Management
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP MFS Value Fund Standard Class
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
TCI Wealth Advisors, Inc.
|
|
|
|
|
|
Twinbeech Capital Lp
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Common Stock Portfolio Initial Class
|
|
|
|
|
|
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
|
|
|
|
Keener Financial Planning LLC
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
|
|
|
|
St. Clair Advisors, LLC
|
|
|
|
|
|
Forum Financial Management, LP
|
|
|
|
|
|
Marietta Investment Partners Llc
|
|
|
|
|
|
Lansforsakringar Fondforvaltning AB (publ)
|
|
|
|
|
|
Sound Financial Strategies Group, LLC
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
|
|
|
|
|
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF
|
|
|
|
|
|
Principle Wealth Partners Llc
|
|
|
|
|
|
SPLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
Bank Of Hawaii
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
SPGP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 GARP ETF
|
|
|
|
|
|
Bangor Savings Bank
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
Peninsula Asset Management Inc
|
|
|
|
|
|
Oddo Bhf Asset Management Sas
|
|
|
|
|
|
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
Delta Accumulation, LLC
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
Woodline Partners LP
|
|
|
|
|
|
Hutchens & Kramer Investment Management Group, LLC
|
|
|
|
|
|
Moors & Cabot, Inc.
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
B&l Asset Management Llc
|
|
|
|
|
|
Nissay Asset Management Corp /japan/ /adv
|
|
|
|
|
|
Coho Partners, Ltd.
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
CESGX - Managed Portfolio Series - Coho Relative Value ESG Fund
|
|
|
|
|
|
Scharf Investments, Llc
|
|
|
|
|
|
Kathmere Capital Management, LLC
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
Mcdaniel Terry & Co
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
Iron Horse Wealth Management, LLC
|
|
|
|
|
|
VMAX - Lattice Strategies Trust - Hartford US Value ETF
|
|
|
|
|
|
Impax Asset Management Group plc
|
|
|
|
|
|
Horizon Investment Services, LLC
|
|
|
|
|
|
Arete Wealth Advisors, LLC
|
|
|
|
|
|
Nbt Bank N A /ny
|
|
|
|
|
|
CLCEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Large Cap Growth Strategies Fund Institutional Class
|
|
|
|
|
|
Sierra Ocean, Llc
|
|
|
|
|
|
ICW Investment Advisors LLC
|
|
|
|
|
|
New Age Alpha Advisors, LLC
|
|
|
|
|
|
Copia Wealth Management
|
|
|
|
|
|
TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class
|
|
|
|
|
|
Diversified Trust Co
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
|
|
|
|
Sumitomo Mitsui Financial Group, Inc.
|
|
|
|
|
|
Algebris (uk) Ltd
|
|
|
|
|
|
Worldquant Millennium Advisors Llc
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
Schechter Investment Advisors, LLC
|
|
|
|
|
|
PWS - Pacer Funds Trust - Pacer WealthShield ETF
|
|
|
|
|
|
Capital Investment Advisors, LLC
|
|
|
|
|
|
Zhang Financial LLC
|
|
|
|
|
|
Trueblood Wealth Management, LLC
|
|
|
|
|
|
Fuller & Thaler Asset Management, Inc.
|
|
|
|
|
|
Segment Wealth Management, LLC
|
|
|
|
|
|
Axa S.a.
|
|
|
|
|
|
Arrowstreet Capital, Limited Partnership
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
Deseret Mutual Benefit Administrators
|
|
|
|
|
|
Northside Capital Management, LLC
|
|
|
|
|
|
Rafferty Asset Management, LLC
|
|
|
|
|
|
Formidable Asset Management, LLC
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
EIVPX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Volatility Risk Premium - Defensive Fund Institutional Class
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
Papp L Roy & Associates
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
Brendel Financial Advisors LLC
|
|
|
|
|
|
Bedel Financial Consulting, Inc.
|
|
|
|
|
|
Motco
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
Shelton Capital Management
|
|
|
|
|
|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
|
|
|
|
|
Insigneo Advisory Services, Llc
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
Trust Co Of Toledo Na /oh/
|
|
|
|
|
|
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B
|
|
|
|
|
|
Checchi Capital Advisers, LLC
|
|
|
|
|
|
Conquis Financial Llc
|
|
|
|
|
|
Telos Capital Management, Inc.
|
|
|
|
|
|
Trillium Asset Management, Llc
|
|
|
|
|
|
Flagship Wealth Advisors, Llc
|
|
|
|
|
|
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
|
|
|
|
|
|
JACFX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Mid Cap Growth Fund Class NAV
|
|
|
|
|
|
JRSAX - JANUS INVESTMENT FUND - Janus Henderson U.S. Managed Volatility Fund Class A
|
|
|
|
|
|
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K
|
|
|
|
|
|
Clarius Group, LLC
|
|
|
|
|
|
Campbell & CO Investment Adviser LLC
|
|
|
|
|
|
B. Metzler seel. Sohn & Co. AG
|
|
|
|
|
|
Davis Investment Partners, LLC
|
|
|
|
|
|
Reuter James Wealth Management, Llc
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
|
|
|
Argent Trust Co
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
Penserra Capital Management LLC
|
|
|
|
|
|
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Allocation Fund Class R
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
|
|
|
|
IDPIX - Profunds - Industrials Ultrasector Profund Investor Class
|
|
|
|
|
|
Tokio Marine Asset Management Co Ltd
|
|
|
|
|
|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
|
|
|
|
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A
|
|
|
|
|
|
Ironwood Investment Counsel, LLC
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
|
|
|
|
Global X Japan Co., Ltd.
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
Mattern Capital Management, Llc
|
|
|
|
|
|
First Affirmative Financial Network
|
|
|
|
|
|
Trexquant Investment LP
|
|
|
|
|
|
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
Provenance Wealth Advisors, LLC
|
|
|
|
|
|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
Montecito Bank & Trust
|
|
|
|
|
|
JGP Wealth Management, LLC
|
|
|
|
|
|
Silvercrest Asset Management Group Llc
|
|
|
|
|
|
SXQG - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Quality Growth ETF
|
|
|
|
|
|
Chicago Capital, LLC
|
|
|
|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
JOET - Virtus ETF Trust II - Virtus Terranova U.S. Quality Momentum ETF
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
BKM Wealth Management, LLC
|
|
|
|
|
|
Sabal Trust CO
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
DVOL - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Low Volatility ETF
|
|
|
|
|
|
Centiva Capital, LP
|
|
|
|
|
|
RPG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Pure Growth ETF
|
|
|
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Brevan Howard Capital Management LP
|
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|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
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|
|
Thomas Story & Son Llc
|
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|
CIBC Private Wealth Group, LLC
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|
Capital Fund Management S.a.
|
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|
Eisler Capital Management Ltd.
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|
Gen-Wealth Partners Inc
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|
Empowered Funds, LLC
|
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|
GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF
|
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|
Boyd Watterson Asset Management Llc/oh
|
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|
Armstrong Advisory Group, Inc
|
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|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
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Ing Groep Nv
|
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Oribel Capital Management, LP
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|
Stevens Capital Management Lp
|
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JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
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|
Drum Hill Capital, LLC
|
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Redwood Investment Management, Llc
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IEDI - iShares U.S. ETF Trust - iShares Evolved U.S. Discretionary Spending ETF
|
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|
Tealwood Asset Management Inc
|
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Northstar Asset Management Inc
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JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
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Verition Fund Management LLC
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SSAQX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street U.S. Core Equity Fund
|
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|
Avion Wealth
|
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LGT Financial Advisors LLC
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Raymond James Financial Inc
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QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
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SUSA - iSHARES TRUST - iShares MSCI USA ESG Select ETF
|
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|
Patton Fund Management, Inc.
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NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
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|
PRAXIS FUNDS - Praxis Impact Large Cap Value ETF
|
|
|
|
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|
Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
|
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|
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|
Mitsubishi UFJ Trust & Banking Corp
|
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Livforsakringsbolaget Skandia, Omsesidigt
|
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Banque Cantonale Vaudoise
|
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|
LGPIX - Profunds - Large-cap Growth Profund Investor Class
|
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|
TLGAX - TIMOTHY PLAN - Timothy Large/Mip-Cap Growth Fund Class A
|
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AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
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|
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|
Argyle Capital Management Inc.
|
|
|
|
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|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
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|
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|
Capital Investment Advisory Services, LLC
|
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|
Eads & Heald Wealth Management
|
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Handelsbanken Fonder AB
|
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Ieq Capital, Llc
|
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Stuart Chaussee & Associates, Inc.
|
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TOWER TRUST & INVESTMENT Co
|
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Cypress Capital Group
|
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Kilter Group LLC
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Fiduciary Alliance LLC
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LGILX - LAUDUS TRUST - Laudus U.S. Large Cap Growth Fund
|
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Sage Mountain Advisors LLC
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Toth Financial Advisory Corp
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DeDora Capital, Inc.
|
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VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
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|
Enterprise Financial Services Corp
|
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|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
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|
Federation des caisses Desjardins du Quebec
|
|
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|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
|
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Wrapmanager Inc
|
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|
GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF
|
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|
Varma Mutual Pension Insurance Co
|
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|
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund
|
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|
Walleye Capital LLC
|
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Pallas Capital Advisors LLC
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USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A
|
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TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
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USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
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|
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|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
|
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|
SEEGX - JPMORGAN TRUST II - JPMorgan Large Cap Growth Fund Class I
|
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|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
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|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
|
|
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|
Metis Global Partners, LLC
|
|
|
|
|
|
VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF
|
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|
|
Azzad Asset Management Inc /adv
|
|
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|
|
Covenant Partners, LLC
|
|
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|
Simplex Trading, Llc
|
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|
SOA Wealth Advisors, LLC.
|
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|
ASR Vermogensbeheer N.V.
|
|
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|
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|
Cary Street Partner Investment Advisory Llc
|
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|
Asset Dedication, LLC
|
|
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|
|
Us Bancorp \de\
|
|
|
|
|
|
MRLIX - AMG FUNDS - AMG Renaissance Large Cap Growth Fund Class Z
|
|
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|
|
|
Versant Capital Management, Inc
|
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|
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|
Donaldson Capital Management, Llc
|
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|
PFG Investments, LLC
|
|
|
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|
|
Gulf International Bank (UK) Ltd
|
|
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|
Larson Financial Group LLC
|
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|
Bank Of America Corp /de/
|
|
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|
Bank Of Montreal /can/
|
|
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|
|
FSM Wealth Advisors, LLC
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
Virtu Financial LLC
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
|
|
|
|
|
TMDV - PROSHARES TRUST - ProShares Russell U.S. Dividend Growers ETF ProShares Russell US Dividend Growers ETF
|
|
|
|
|
|
Atlas Brown,Inc.
|
|
|
|
|
|
Burke & Herbert Bank & Trust Co
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
Dogwood Wealth Management LLC
|
|
|
|
|
|
Cim, Llc
|
|
|
|
|
|
Great Valley Advisor Group, Inc.
|
|
|
|
|
|
DnB Asset Management AS
|
|
|
|
|
|
Hanlon Investment Management, Inc.
|
|
|
|
|
|
Voloridge Investment Management, Llc
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
ORG Wealth Partners, LLC
|
|
|
|
|
|
Friedenthal Financial
|
|
|
|
|
|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
Sheaff Brock Investment Advisors, LLC
|
|
|
|
|
|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
|
|
|
|
|
Harbor Capital Advisors, Inc.
|
|
|
|
|
|
Obermeyer Wood Investment Counsel, Lllp
|
|
|
|
|
|
JMID - Janus Detroit Street Trust - Janus Henderson Mid Cap Growth Alpha ETF
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
FTRNX - FIDELITY TREND FUND - Fidelity Trend Fund
|
|
|
|
|
|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
|
|
|
|
|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
|
|
|
|
|
DDD Partners, LLC
|
|
|
|
|
|
Old Second National Bank Of Aurora
|
|
|
|
|
|
NORTHERN FUNDS - U.S. Quality ESG Fund Class I
|
|
|
|
|
|
Gsa Capital Partners Llp
|
|
|
|
|
|
Summitry Llc
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C
|
|
|
|
|
|
Epoch Investment Partners, Inc.
|
|
|
|
|
|
JGRO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Growth ETF
|
|
|
|
|
|
Fieldview Capital Management, LLC
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
Widmann Financial Services, Inc.
|
|
|
|
|
|
Sagespring Wealth Partners, Llc
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
Country Trust Bank
|
|
|
|
|
|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1
|
|
|
|
|
|
BSW Wealth Partners
|
|
|
|
|
|
Wsfs Capital Management, Llc
|
|
|
|
|
|
Wbh Advisory Inc
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
Strategic Advisors LLC
|
|
|
|
|
|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
|
|
|
|
SDY - SPDR SERIES TRUST - SPDR(R) S&P(R) Dividend ETF
|
|
|
|
|
|
Oak Ridge Investments Llc
|
|
|
|
|
|
Creative Capital Management Investments LLC
|
|
|
|
|
|
Achmea Investment Management B.V.
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Real Return Portfolio Real Return Portfolio
|
|
|
|
|
|
VGLSX - VALIC Co I - Global Strategy Fund
|
|
|
|
|
|
FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF
|
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic Franklin Dividend and Income Managed Risk Portfolio Class II Shares
|
|
|
|
|
|
State of Wyoming
|
|
|
|
|
|
Jump Financial, LLC
|
|
|
|
|
|
XLI - SELECT SECTOR SPDR TRUST - The Industrial Select Sector SPDR Fund
|
|
|
|
|
|
Ti-trust, Inc
|
|
|
|
|
|
Cary Street Partners Financial Llc
|
|
|
|
|
|
Putney Financial Group LLC
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
|
|
Boothbay Fund Management, Llc
|
|
|
|
|
|
American National Bank
|
|
|
|
|
|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
|
|
|
|
Quest Partners LLC
|
|
|
|
|
|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
Terra Nova Asset Management LLC
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco ESG S&P 500 Equal Weight ETF
|
|
|
|
|
|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
|
|
|
|
|
City State Bank
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Franklin Rising Dividends Portfolio Class IB
|
|
|
|
|
|
GMUEX - GMO TRUST - GMO U.S. Equity Fund Class III
|
|
|
|
|
|
UXI - PROSHARES TRUST - ProShares Ultra Industrials
|
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
|
|
|
|
|
1 North Wealth Services Llc
|
|
|
|
|
|
UniSuper Management Pty Ltd
|
|
|
|
|
|
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Mid Cap Growth Portfolio Class I
|
|
|
|
|
|
OALVX - Optimum Fund Trust - Optimum Large Cap Value Fund Class A
|
|
|
|
|
|
Applied Capital LLC/FL
|
|
|
|
|
|
Koshinski Asset Management, Inc.
|
|
|
|
|
|
ENDW - EA Series Trust - Cambria Endowment Style ETF
|
|
|
|
|
|
PFG Advisors
|
|
|
|
|
|
RUNN - Strategic Trust - RUNNING OAK EFFICIENT GROWTH ETF
|
|
|
|
|
|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
|
|
|
|
|
Ullmann Financial Group, Inc.
|
|
|
|
|
|
Burney Co/
|
|
|
|
|
|
Marshall Wace, Llp
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
AMF Pensionsforsakring AB
|
|
|
|
|
|
L.m. Kohn & Company
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
Pitcairn Co
|
|
|
|
|
|
AlphaCore Capital LLC
|
|
|
|
|
|
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
|
|
|
|
|
Aviance Capital Partners, LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
VINAX - VANGUARD WORLD FUND - Vanguard Industrials Index Fund Admiral Shares
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class
|
|
|
|
|
|
Boston Trust Walden Corp
|
|
|
|
|
|
Venture Visionary Partners LLC
|
|
|
|
|
|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
|
|
|
Guidance Capital, Inc
|
|
|
|
|
|
Advocate Group Llc
|
|
|
|
|
|
ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A
|
|
|
|
|
|
Nations Financial Group Inc, /ia/ /adv
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
CWA Asset Management Group, LLC
|
|
|
|
|
|
Stoneridge Investment Partners Llc
|
|
|
|
|
|
HVEIX - Ultimus Managers Trust - HVIA Equity Fund Institutional Class
|
|
|
|
|
|
Stance Capital Llc
|
|
|
|
|
|
FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB
|
|
|
|
|
|
Meridian Wealth Management, LLC
|
|
|
|
|
|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
Fullcircle Wealth Llc
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
1st Source Bank
|
|
|
|
|
|
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
|
|
|
|
|
NUMG - Nushares ETF Trust - Nuveen ESG Mid-Cap Growth ETF
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
Suncoast Equity Management
|
|
|
|
|
|
Axq Capital, Lp
|
|
|
|
|
|
Howe & Rusling Inc
|
|
|
|
|
|
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1
|
|
|
|
|
|
Birch Capital Management, LLC
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
Dorsey Wright & Associates
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
|
Quarry LP
|
|
|
|
|
|
VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF
|
|
|
|
|
|
Williams Jones Wealth Management, LLC.
|
|
|
|
|
|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
|
|
|
|
|
Citizens & Northern Corp
|
|
|
|
|
|
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I
|
|
|
|
|
|
Courier Capital Llc
|
|
|
|
|
|
AGH Wealth Advisors, LLC
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Growth Portfolio Institutional Class
|
|
|
|
|
|
Kornitzer Capital Management Inc /ks
|
|
|
|
|
|
IAMOX - Voya VARIABLE PRODUCTS TRUST - Voya MidCap Opportunities Portfolio Class ADV
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
EXI - iSHARES TRUST - iShares Global Industrials ETF
|
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|
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|
|
Sigma Planning Corp
|
|
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|
Bellwether Advisors, LLC
|
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BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares
|
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|
|
|
|
Nichols & Pratt Advisers Llp /ma
|
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|
|
|
TFPN - Tidal Trust II - Blueprint Chesapeake Multi-Asset Trend ETF
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
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|
|
|
Hills Bank & Trust Co
|
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|
|
|
|
Shufro Rose & Co Llc
|
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|
PPQMX - PRINCIPAL FUNDS, INC. - MidCap Growth Fund III R-3
|
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|
Silver Lake Advisory, LLC
|
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Aquatic Capital Management LLC
|
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Tudor Investment Corp Et Al
|
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PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
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Clarkston Capital Partners, LLC
|
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CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
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|
Integrity Alliance, Llc.
|
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MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
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|
Key FInancial Inc
|
|
|
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MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
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PDS Planning, Inc
|
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MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
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DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
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Estabrook Capital Management
|
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Tobam
|
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QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
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EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
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Prudential Plc
|
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
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Wealth Enhancement Advisory Services, Llc
|
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QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
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ACVF - ETF Opportunities Trust - American Conservative Values ETF
|
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IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF
|
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ProShare Advisors LLC
|
|
|
|
|
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
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SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
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|
Pacer Advisors, Inc.
|
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QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
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|
ESMV - iSHARES TRUST - iShares ESG MSCI USA Min Vol Factor ETF
|
|
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|
TRPWX - TIAA-CREF FUNDS - TIAA-CREF Mid-Cap Growth Fund Institutional Class
|
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IAG Wealth Partners, LLC
|
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|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
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|
Sheets Smith Wealth Management
|
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NorthRock Partners, LLC
|
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SPIN - SSGA Active Trust - SPDR SSGA US Equity Premium Income ETF
|
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Aristotle Capital Management, LLC
|
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QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1
|
|
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|
|
|
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Sustainable Equity Portfolio Class I
|
|
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SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1
|
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|
Ci Investments Inc.
|
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Mackenzie Financial Corp
|
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Charter Trust Co
|
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Old National Bancorp /in/
|
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CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
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|
Advisor Group Holdings, Inc.
|
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Brown, Lisle/cummings, Inc.
|
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Generali Asset Management SPA SGR
|
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Birchbrook, Inc.
|
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HighTower Advisors, LLC
|
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DHJJ Financial Advisors, Ltd.
|
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AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF
|
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Regents Gate Capital LLP
|
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Roberts Glore & Co Inc /il/
|
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Peapack Gladstone Financial Corp
|
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Ag2r La Mondiale Gestion D'actifs
|
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Blue Square Asset Management, Llc
|
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WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares
|
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|
FIDEX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable U.S. Equity Fund
|
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Prudential Financial Inc
|
|
|
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|
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
|
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|
Asset Management One Co., Ltd.
|
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|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
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|
MFS VARIABLE INSURANCE TRUST - MFS Value Series Initial Class
|
|
|
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|
Toroso Investments, LLC
|
|
|
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|
|
Cornerstone Planning Group LLC
|
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|
|
Squarepoint Ops LLC
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
DSG Capital Advisors, LLC
|
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|
|
|
|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
|
|
|
|
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV
|
|
|
|
|
|
FEAC - FIDELITY COVINGTON TRUST - Fidelity Enhanced U.S. All-Cap Equity ETF
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
|
|
|
|
|
Groupe la Francaise
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
Jupiter Asset Management Ltd
|
|
|
|
|
|
Avantax Planning Partners, Inc.
|
|
|
|
|
|
Concord Asset Management, LLC/VA
|
|
|
|
|
|
Y-Intercept (Hong Kong) Ltd
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
Colonial Trust Advisors
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
Milestone Asset Management, Llc
|
|
|
|
|
|
Vista Wealth Management Group, LLC
|
|
|
|
|
|
McKinley Carter Wealth Services, Inc.
|
|
|
|
|
|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
|
|
|
|
|
Northeast Investment Management
|
|
|
|
|
|
Twin Tree Management, LP
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
TCTC Holdings, LLC
|
|
|
|
|
|
WISEX - AZZAD FUNDS - Azzad Wise Capital Fund
|
|
|
|
|
|
SBLGX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Large Cap Growth Fund Class A
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
Illinois Municipal Retirement Fund
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
ExodusPoint Capital Management, LP
|
|
|
|
|
|
Raiffeisen Bank International AG
|
|
|
|
|
|
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF
|
|
|
|
|
|
Humankind Benefit Corp - Humankind US Stock ETF
|
|
|
|
|
|
Dundas Partners LLP
|
|
|
|
|
|
DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
LEAD - Siren ETF Trust - Siren DIVCON Leaders Dividend ETF
|
|
|
|
|
|
VCGAX - VALIC Co I - Growth & Income Fund
|
|
|
|
|
|
Centerpoint Advisors, LLC
|
|
|
|
|
|
NOLCX - Northern Funds - Northern Large Cap Core Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
|
|
|
|
|
Icon Wealth Advisors, LLC
|
|
|
|
|
|
GFLW - Victory Portfolios II - VictoryShares Free Cash Flow Growth ETF
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
CLTAX - MUTUAL FUND SERIES TRUST - Catalyst/Lyons Tactical Allocation Fund Class A
|
|
|
|
|
|
Meeder Asset Management Inc
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
Unigestion Holding SA
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
|
|
|
|
|
Atlantic Edge Private Wealth Management, LLC
|
|
|
|
|
|
Curat Global, LLC
|
|
|
|
|
|
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund
|
|
|
|
|
|
HLAL - Listed Funds Trust - Wahed FTSE USA Shariah ETF
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
MTM Investment Management, LLC
|
|
|
|
|
|
Armis Advisers, LLC
|
|
|
|
|
|
QUAL - iSHARES TRUST - iShares Edge MSCI USA Quality Factor ETF
|
|
|
|
|
|
Meiji Yasuda Asset Management Co Ltd.
|
|
|
|
|
|
Douglass Winthrop Advisors, LLC
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1
|
|
|
|
|
|
PUREfi Wealth, LLC
|
|
|
|
|
|
Stonegate Investment Group, LLC
|
|
|
|
|
|
Norges Bank
|
|
|
|
|
|
BFOR - ALPS ETF Trust - Barron's 400 ETF
|
|
|
|
|
|
Angeles Wealth Management, Llc
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund
|
|
|
|
|
|
Bank of Jackson Hole Trust
|
|
|
|
|
|
Blue Fin Capital, Inc.
|
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1
|
|
|
|
|
|
Seacrest Wealth Management, Llc
|
|
|
|
|
|
FLQM - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Mid Cap Equity ETF
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
DT Investment Partners, LLC
|
|
|
|
|
|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
|
FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
|
|
|
|
Alerus Financial Na
|
|
|
|
|
|
LMR Partners LLP
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund
|
|
|
|
|
|
TNRAX - 1290 Funds - 1290 Avantis U.S. Large Cap Growth Fund Class A
|
|
|
|
|
|
QBDSX - Advisors Preferred Trust - Quantified Managed Income Fund Investor Class Shares
|
|
|
|
|
|
Bayforest Capital Ltd
|
|
|
|
|
|
Gamco Investors, Inc. Et Al
|
|
|
|
|
|
Pure Financial Advisors, Inc.
|
|
|
|
|
|
Isthmus Partners, Llc
|
|
|
|
|
|
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A
|
|
|
|
|
|
Atwood & Palmer Inc
|
|
|
|
|
|
KNGAX - World Funds Trust - CBOE Vest S&P 500 Dividend Aristocrats Target Income Fund Class A Shares
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/JPMorgan Growth Stock Portfolio Class IB
|
|
|
|
|
|
Fiduciary Group LLC
|
|
|
|
|
|
Parr Mcknight Wealth Management Group, Llc
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
|
|
|
|
|
|
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
|
|
|
|
|
|
NOSIX - Northern Funds - Northern Stock Index Fund
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
Baron Wealth Management LLC
|
|
|
|
|
|
Great West Life Assurance Co /can/
|
|
|
|
|
|
Vinva Investment Management Ltd
|
|
|
|
|
|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Franklin Templeton Global Equity Managed Volatility Fund Standard Class
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
Empirical Finance, LLC
|
|
|
|
|
|
Plato Investment Management Ltd
|
|
|
|
|
|
Delta Global Management LP
|
|
|
|
|
|
BMVP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Market ETF
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
|
|
|
|
Sawyer & Company, Inc
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
SevenBridge Financial Group, LLC
|
|
|
|
|
|
Evelyn Partners Investment Management LLP
|
|
|
|
|
|
Fox Run Management, L.l.c.
|
|
|
|
|
|
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
|
|
|
|
|
Bey-Douglas LLC
|
|
|
|
|
|
Moss Adams Wealth Advisors LLC
|
|
|
|
|
|
Profunds - Profund Vp Ultrabull
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
|
|
|
Neville Rodie & Shaw Inc
|
|
|
|
|
|
GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class
|
|
|
|
|
|
FCYIX - FIDELITY SELECT PORTFOLIOS - Industrials Portfolio
|
|
|
|
|
|
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
|
|
|
|
|
Strengthening Families & Communities, LLC
|
|
|
|
|
|
Nicolet Bankshares Inc
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
UPSD - ETF Series Solutions - Aptus Large Cap Upside ETF
|
|
|
|
|
|
Johnson Financial Group, Inc.
|
|
|
|
|
|
Sunpointe, LLC
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
|
|
|
|
|
|
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
|
|
|
|
|
Hurlow Wealth Management Group, Inc.
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
|
|
|
Allianz Se
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Clearbridge Large Cap Growth ESG Portfolio Class IB
|
|
|
|
|
|
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
BUYZ - Franklin Templeton ETF Trust - Franklin Disruptive Commerce ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
Abn Amro Investment Solutions
|
|
|
|
|
|
NULG - Nushares ETF Trust - Nuveen ESG Large-Cap Growth ETF
|
|
|
|
|
|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Capital Strength Hedged Equity Portfolio Class I
|
|
|
|
|
|
Panagora Asset Management Inc
|
|
|
|
|
|
Equitable Holdings, Inc.
|
|
|
|
|
|
Strategic Advocates LLC
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
GRNY - Tidal Trust III - Fundstrat Granny Shots US Large Cap ETF
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
|
CBOE Vest Financial, LLC
|
|
|
|
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|
Vanguard Group Inc
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
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|
Mather Group, Llc.
|
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|
|
|
|
ILVFX - Columbia Funds Series Trust II - Columbia Integrated Large Cap Value Fund Institutional Class
|
|
|
|
|
|
Dakota Wealth Management
|
|
|
|
|
|
Advisors Capital Management, LLC
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
|
|
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|
West Family Investments, Inc.
|
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|
De Burlo Group Inc
|
|
|
|
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|
Jacobs Levy Equity Management, Inc
|
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|
|
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|
Synovus Financial Corp
|
|
|
|
|
|
Binnacle Investments Inc
|
|
|
|
|
|
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class
|
|
|
|
|
|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
|
|
|
|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
|
|
|
Korea Investment CORP
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
DUHP - Dimensional ETF Trust - Dimensional US High Profitability ETF
|
|
|
|
|
|
Te Ahumairangi Investment Management Ltd
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
Kodai Capital Management LP
|
|
|
|
|
|
SRB Corp
|
|
|
|
|
|
Marks Group Wealth Management, Inc
|
|
|
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
|
|
|
|
|
|
Retirement Systems of Alabama
|
|
|
|
|
|
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
Proficio Capital Partners LLC
|
|
|
|
|
|
WSEFX - BOSTON TRUST WALDEN FUNDS - Walden Equity Fund
|
|
|
|
|
|
Centaurus Financial, Inc.
|
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|
|
|
|
Bancreek Capital Management, LP
|
|
|
|
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|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class
|
|
|
|
|
|
Hollencrest Capital Management
|
|
|
|
|
|
Sentry Investment Management Llc
|
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|
NewEdge Wealth, LLC
|
|
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|
Avanza Fonder AB
|
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|
|
Matrix Trust Co
|
|
|
|
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|
Mesirow Financial Investment Management, Inc.
|
|
|
|
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|
Brighthouse Funds Trust II - MFS Value Portfolio Class A
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
Verus Financial Partners, Inc.
|
|
|
|
|
|
VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I
|
|
|
|
|
|
Canada Post Corp Registered Pension Plan
|
|
|
|
|
|
GAST - Gabelli ETFs Trust - Gabelli Automation ETF
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
VUSE - ETF Series Solutions - Vident Core U.S. Equity Fund
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
Advantage Trust Co
|
|
|
|
|
|
IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF
|
|
|
|
|
|
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
|
|
|
|
|
|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
|
|
|
|
Cottonwood Capital Advisors, Llc
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
BlackRock ETF Trust - Blackrock Future U.S. Themes ETF
|
|
|
|
|
|
L2 Asset Management, LLC
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
STXD - EA Series Trust - Strive 1000 Dividend Growth ETF
|
|
|
|
|
|
Centric Wealth Management
|
|
|
|
|
|
Weiss Asset Management LP
|
|
|
|
|
|
Andina Capital Management, LLC
|
|
|
|
|
|
HBK Sorce Advisory LLC
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares
|
|
|
|
|
|
Fulton Bank, N.a.
|
|
|
|
|
|
PineBridge Investments, L.P.
|
|
|
|
|
|
Mufg Securities Americas Inc.
|
|
|
|
|
|
Farringdon Capital, Ltd.
|
|
|
|
|
|
Kingswood Wealth Advisors, Llc
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
CENTX - NORTHERN LIGHTS FUND TRUST III - Centerstone Investors Fund Class I
|
|
|
|
|
|
Paradigm Financial Partners, Llc
|
|
|
|
|
|
Profunds - Profund Vp Bull
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
Aua Capital Management, Llc
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
Tradewinds Capital Management, LLC
|
|
|
|
|
|
Conning Inc.
|
|
|
|
|
|
LVW Advisors, LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
|
|
|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
Ridgewood Investments LLC
|
|
|
|
|
|
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F
|
|
|
|
|
|
Hamilton Point Investment Advisors, LLC
|
|
|
|
|
|
BankPlus Wealth Management LLC
|
|
|
|
|
|
TKG Advisors, LLC
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
Gillespie Robinson & Grimm Inc
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
Advisors Preferred, LLC
|
|
|
|
|
|
BI Asset Management Fondsmaeglerselskab A/S
|
|
|
|
|
|
Monument Capital Management
|
|
|
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
|
|
|
|
|
OALC - UNIFIED SERIES TRUST - OneAscent Large Cap Core ETF
|
|
|
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
|
|
|
|
|
Sax Wealth Advisors, Llc
|
|
|
|
|
|
Fort Washington Investment Advisors Inc /oh/
|
|
|
|
|
|
Axxcess Wealth Management, Llc
|
|
|
|
|
|
CIPMX - Advisors' Inner Circle Fund II - CHAMPLAIN MID CAP FUND ADVISOR SHARES
|
|
|
|
|
|
Jnl Series Trust - Jnl/s&p 4 Fund (a)
|
|
|
|
|
|
Loomis Sayles & Co L P
|
|
|
|
|
|
Park Place Capital Corp
|
|
|
|
|
|
Alpine Bank Wealth Management
|
|
|
|
|
|
TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF
|
|
|
|
|
|
IRGJX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Growth Index Portfolio Class I
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
VestGen Advisors, LLC
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
RMB Capital Management, LLC
|
|
|
|
|
|
Bank of New Hampshire
|
|
|
|
|
|
Great Lakes Advisors, Llc
|
|
|
|
|
|
V-Square Quantitative Management LLC
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
Nova Wealth Management, Inc.
|
|
|
|
|
|
PRN - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Industrials Momentum ETF
|
|
|
|
|
|
Massachusetts Financial Services Co /ma/
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Discovery Mid Cap Growth Fund Class R6
|
|
|
|
|
|
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund
|
|
|
|
|
|
Fulton Breakefield Broenniman Llc
|
|
|
|
|
|
Huntleigh Advisors, Inc.
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
Mascoma Wealth Management LLC
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
Meeder Advisory Services, Inc.
|
|
|
|
|
|
Forsta Ap-fonden
|
|
|
|
|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
|
|
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
|
|
|
|
|
|
Ossiam
|
|
|
|
|
|
Venturi Wealth Management, LLC
|
|
|
|
|
|
AQLT - iSHARES TRUST - iShares MSCI Global Quality Factor ETF
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
MXLGX - GREAT-WEST FUNDS INC - Great-West Large Cap Growth Fund Investor Class
|
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
|
|
Werba Rubin Papier Wealth Management
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3
|
|
|
|
|
|
Advanced Series Trust - Ast T. Rowe Price Large-cap Growth Portfolio
|
|
|
|
|
|
Mason Capital Fund Trust - Fundamentals First ETF
|
|
|
|
|
|
MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A
|
|
|
|
|
|
Two Sigma Investments, Lp
|
|
|
|
|
|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
|
|
|
|
|
RGLO - Russell Investments Exchange Traded Funds - Global Equity Active ETF
|
|
|
|
|
|
Burkett Financial Services, Llc
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
Investment House Llc
|
|
|
|
|
|
SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1
|
|
|
|
|
|
Ritholtz Wealth Management
|
|
|
|
|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
National Asset Management, Inc.
|
|
|
|
|
|
Busey Wealth Management
|
|
|
|
|
|
Alpine Woods Capital Investors, Llc
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
Altshuler Shaham Ltd
|
|
|
|
|
|
USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF
|
|
|
|
|
|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
CAPROCK Group, Inc.
|
|
|
|
|
|
Wood Tarver Financial Group, LLC
|
|
|
|
|
|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
|
|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
|
|
|
|
Victory Variable Insurance Funds II - Victory Pioneer Select Mid Cap Growth VCT Portfolio Class I
|
|
|
|
|
|
DSHFX - Brinker Capital Destinations Trust - Destinations Shelter Fund Class I
|
|
|
|
|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
|
|
|
|
Czech National Bank
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF
|
|
|
|
|
|
BTBFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Asset Management Fund
|
|
|
|
|
|
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
Aware Super Pty Ltd as trustee of Aware Super
|
|
|
|
|
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
|
|
|
|
|
Secure Asset Management, LLC
|
|
|
|
|
|
Strategy Asset Managers Llc
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
Retirement Planning Group
|
|
|
|
|
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
|
|
|
|
Clearbridge Investments, LLC
|
|
|
|
|
|
MetLife Investment Management, LLC
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
RSPN - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Industrials ETF
|
|
|
|
|
|
NBSRX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Sustainable Equity Fund Investor Class
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
|
|
|
|
|
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
|
|
|
|
|
|
Brady Family Wealth, Llc
|
|
|
|
|
|
Guggenheim Strategic Opportunities Fund
|
|
|
|
|
|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Insight Wealth Strategies, LLC
|
|
|
|
|
|
AVLVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value Fund Institutional Class
|
|
|
|
|
|
Freestone Grove Partners LP
|
|
|
|
|
|
FCEUX - FRANKLIN FUND ALLOCATOR SERIES - Franklin U.S. Core Equity (IU) Fund Advisor
|
|
|
|
|
|
Seeds Investor Llc
|
|
|
|
|
|
IMA Wealth, Inc.
|
|
|
|
|
|
Hudson Valley Investment Advisors Inc /adv
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
Applied Finance Capital Management, LLC
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
SPYG - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Growth ETF
|
|
|
|
|
|
AADEX - AMERICAN BEACON FUNDS - American Beacon Large Cap Value Fund Institutional Class
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
McIlrath & Eck, LLC
|
|
|
|
|
|
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
|
|
|
|
|
|
CZMGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Institutional Class
|
|
|
|
|
|
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund
|
|
|
|
|
|
Graham Capital Management, L.P.
|
|
|
|
|
|
VOOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Growth Index Fund ETF Shares
|
|
|
|
|
|
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF
|
|
|
|
|
|
Stratos Wealth Advisors, LLC
|
|
|
|
|
|
VIGRX - VANGUARD INDEX FUNDS - Vanguard Growth Index Fund Investor Shares
|
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VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF
|
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Atlas Legacy Advisors, LLC
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STRV - EA Series Trust - Strive 500 ETF
|
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Journey Advisory Group, LLC
|
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Fiduciary Trust Co
|
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SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
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|
|
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|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2
|
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MASTERINVEST Kapitalanlage GmbH
|
|
|
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FTGS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Growth Strength ETF
|
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|
FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF
|
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SUSSX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional U.S. Equity Fund Service Class
|
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Cadinha & Co Llc
|
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FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
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Crawford Investment Counsel Inc
|
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PRAXIS FUNDS - Praxis Impact Large Cap Growth ETF
|
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|
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GROYX - Victory Portfolios IV - Victory Pioneer Select Mid Cap Growth Fund Class Y
|
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M&t Bank Corp
|
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CHGX - EA Series Trust - Stance Sustainable Beta ETF
|
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GWM Advisors LLC
|
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GEIZX - GuideStone Funds - Growth Equity Index Fund Investor
|
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MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
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Legacy Financial Strategies, LLC
|
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DURPX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. High Relative Profitability Portfolio Institutional Class
|
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|
Chevy Chase Trust Holdings, Inc.
|
|
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|
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VOLMX - VOLUMETRIC FUND INC - Volumetric Fund
|
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SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
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Miracle Mile Advisors, LLC
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Roundview Capital LLC
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Callan Family Office, LLC
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Ilmarinen Mutual Pension Insurance Co
|
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Dearborn Partners Llc
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PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
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NMANX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Mid Cap Growth Fund Investor Class
|
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YHB Investment Advisors, Inc.
|
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Alps Advisors Inc
|
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GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
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Barclays Plc
|
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FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund
|
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Pensionfund Sabic
|
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MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
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Qtron Investments LLC
|
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Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
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FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund
|
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Mv Capital Management, Inc.
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DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF
|
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REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
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DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
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VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
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Bfsg, Llc
|
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New York Life Investment Management Llc
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VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF
|
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Bremer Bank National Association
|
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LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF
|
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Fidelity Institutional AM Worldwide Fund Class II
|
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RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
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Ausdal Financial Partners, Inc.
|
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FFIDX - FIDELITY HASTINGS STREET TRUST - Fidelity Fund
|
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Lindbrook Capital, Llc
|
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SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
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|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
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GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
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Wealth Architects, LLC
|
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GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
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Hummer Financial Advisory Services Inc
|
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SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
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Holderness Investments Co
|
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Maryland State Retirement & Pension System
|
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State Board Of Administration Of Florida Retirement System
|
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|
Bogart Wealth, LLC
|
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McLean Asset Management Corp
|
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EBI - RBB Fund Trust - Longview Advantage ETF
|
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SSUSX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street U.S. Equity V.I.S. Fund Class 1 Shares
|
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NEOS Investment Management LLC
|
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Norinchukin Bank, The
|
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HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
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Founders Financial Securities Llc
|
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Yousif Capital Management, Llc
|
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Pinnacle Wealth Planning Services, Inc.
|
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GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF
|
|
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|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
|
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|
|
|
PJFM - PGIM ETF TRUST - PGIM Jennison Focused Mid-Cap ETF
|
|
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|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
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|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund
|
|
|
|
|
|
XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF
|
|
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|
|
Pinnacle Associates Ltd
|
|
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|
|
Atomi Financial Group, Inc.
|
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HWAY - Themes ETF Trust - Themes US Infrastructure ETF
|
|
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|
Carderock Capital Management Inc
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio
|
|
|
|
|
|
Holos Integrated Wealth LLC
|
|
|
|
|
|
First American Trust, Fsb
|
|
|
|
|
|
Brown Miller Wealth Management, LLC
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
|
|
|
|
Monetary Management Group Inc
|
|
|
|
|
|
Algert Global Llc
|
|
|
|
|
|
Hall Laurie J Trustee
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
Oak Thistle LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
|
|
Uncommon Cents Investing LLC
|
|
|
|
|
|
Credential Qtrade Securities Inc.
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
VEGN - ETF Series Solutions - US Vegan Climate ETF
|
|
|
|
|
|
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
Canada Pension Plan Investment Board
|
|
|
|
|
|
Royal London Asset Management Ltd
|
|
|
|
|
|
Vertex Planning Partners, LLC
|
|
|
|
|
|
EGUS - iSHARES TRUST - iShares ESG Aware MSCI USA Growth ETF
|
|
|
|
|
|
Kinsale Capital Group, Inc.
|
|
|
|
|
|
Atticus Wealth Management, Llc
|
|
|
|
|
|
Profunds - Profund Vp Industrials
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
Mendel Capital Management LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
|
|
|
|
|
UGOFX - USAA MUTUAL FUNDS TRUST - Global Managed Volatility Fund Institutional Shares
|
|
|
|
|
|
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
|
|
|
GGEYX - GuideStone Funds - GROWTH EQUITY FUND Institutional
|
|
|
|
|
|
Vista Investment Partners Ii, Llc
|
|
|
|
|
|
ICONIQ Capital, LLC
|
|
|
|
|
|
IMC-Chicago, LLC
|
|
|
|
|
|
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF
|
|
|
|
|
|
OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund
|
|
|
|
|
|
Independence Bank of Kentucky
|
|
|
|
|
|
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
Garner Asset Management Corp
|
|
|
|
|
|
QCGDX - Advisors Preferred Trust - Quantified Common Ground Fund Investor Class Shares
|
|
|
|
|
|
CBIZ Investment Advisory Services, LLC
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
|
|
|
|
Fisher Asset Management, LLC
|
|
|
|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
Ashton Thomas Private Wealth, LLC
|
|
|
|
|
|
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares
|
|
|
|
|
|
MEIAX - MFS SERIES TRUST I - MFS Value Fund A
|
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
|
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
|
|
|
|
|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
|
|
|
|
|
Aaron Wealth Advisors LLC
|
|
|
|
|
|
Garden State Investment Advisory Services LLC
|
|
|
|
|
|
Cranbrook Wealth Management, LLC
|
|
|
|
|
|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
|
|
|
|
|
HQGO - Lattice Strategies Trust - Hartford US Quality Growth ETF
|
|
|
|
|
|
Howard Capital Management Inc.
|
|
|
|
|
|
Highview Capital Management LLC/DE/
|
|
|
|
|
|
Cigna Investments Inc /new
|
|
|
|
|
|
Tredje AP-fonden
|
|
|
|
|
|
Camden Capital, LLC
|
|
|
|
|
|
O'Brien Greene & Co. Inc
|
|
|
|
|
|
QIDX - Spinnaker ETF Series - Indexperts Quality Earnings Focused ETF
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
JSTC - Tidal ETF Trust - Adasina Social Justice All Cap Global ETF
|
|
|
|
|
|
PXWIX - PAX WORLD FUNDS SERIES TRUST III - Pax Ellevate Global Women's Leadership Fund Institutional Class
|
|
|
|
|
|
Archer Investment Corp
|
|
|
|
|
|
Wealthspire Advisors, LLC
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
DFND - Siren ETF Trust - Siren DIVCON Dividend Defender ETF
|
|
|
|
|
|
Intech Investment Management Llc
|
|
|
|
|
|
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
|
|
|
|
|
|
Resona Asset Management Co.,Ltd.
|
|
|
|
|
|
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F
|
|
|
|
|
|
Integrated Advisors Network LLC
|
|
|
|
|
|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
|
|
|
|
|
USISX - USAA MUTUAL FUNDS TRUST - Income Stock Fund Shares
|
|
|
|
|
|
Main Street Financial Solutions, LLC
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class
|
|
|
|
|
|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
Addison Advisors LLC
|
|
|
|
|
|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3
|
|
|
|
|
|
Clarus Wealth Advisors
|
|
|
|
|
|
Bollard Group LLC
|
|
|
|
|
|
OUSA - ALPS ETF Trust - ALPS | O'Shares U.S. Quality Dividend ETF Shares
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
Smith Shellnut Wilson Llc /adv
|
|
|
|
|
|
LRGE - Legg Mason ETF Investment Trust - ClearBridge Large Cap Growth ESG ETF
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
|
|
|
|
|
Cornerstone Wealth Management, LLC
|
|
|
|
|
|
Gateway Investment Advisers Llc
|
|
|
|
|
|
Inlet Private Wealth, LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl Multi-manager Mid Cap Fund (a)
|
|
|
|
|
|
SCHG - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Growth ETF
|
|
|
|
|
|
TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund
|
|
|
|
|
|
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
|
|
SPHQ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Quality ETF
|
|
|
|
|
|
Dynamic Technology Lab Private Ltd
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
First Interstate Bank
|
|
|
|
|
|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
Ofi Invest Asset Management
|
|
|
|
|
|
Resonant Capital Advisors, LLC
|
|
|
|
|
|
Centerstone Investors, LLC
|
|
|
|
|
|
Virtus Investment Advisers, Inc.
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A
|
|
|
|
|
|
Mizuho Markets Americas Llc
|
|
|
|
|
|
SPUS - Tidal ETF Trust - SP Funds S&P 500 Sharia Industry Exclusions ETF
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
Martin Worley Group
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Vestmark Advisory Solutions, Inc.
|
|
|
|
|
|
Gould Capital, LLC
|
|
|
|
|
|
Parkwoods Wealth Partners, LLC
|
|
|
|
|
|
Hartford Investment Management Co
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
Virginia Retirement Systems Et Al
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1
|
|
|
|
|
|
Barlow Wealth Partners, Inc.
|
|
|
|
|
|
Glen Eagle Advisors, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
|
|
|
|
|
Piscataqua Savings Bank
|
|
|
|
|
|
Onefund, Llc
|
|
|
|
|
|
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Global Responsibility Equity Fund Class A
|
|
|
|
|
|
FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
FFALX - Franklin Fund Allocator Series - Franklin Founding Funds Allocation Fund Class A
|
|
|
|
|
|
Wesbanco Bank Inc
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
Northwestern Mutual Investment Management Company, Llc
|
|
|
|
|
|
McElhenny Sheffield Capital Management, LLC
|
|
|
|
|
|
AMANX - AMANA MUTUAL FUNDS TRUST - AMANA INCOME FUND Amana Income Fund Investor Shares
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
Albion Financial Group /ut
|
|
|
|
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Nicolet Advisory Services, Llc
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QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
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MWA Asset Management
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FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF
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SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A
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Pensionmark Financial Group, Llc
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class
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Assenagon Asset Management S.A.
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Sonoma Private Wealth LLC
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URTH - iShares, Inc. - iShares MSCI World ETF
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SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
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Voleon Capital Management Lp
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Mn Services Vermogensbeheer B.V.
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SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
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QLC - FlexShares Trust - FlexShares US Quality Large Cap Index Fund
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Crestwood Advisors Group LLC
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Whittier Trust Co Of Nevada Inc
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CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
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TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
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Wealth Alliance
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Evergreen Capital Management Llc
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Quadrant Capital Group Llc
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Wealthcare Advisory Partners LLC
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SJS Investment Consulting Inc.
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LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
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MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
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Old Republic International Corp
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Mogy Joel R Investment Counsel Inc
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DNLDX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Active MidCap Fund Class A
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Zacks Investment Management
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Deroy & Devereaux Private Investment Counsel Inc
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WPG Advisers, LLC
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JAEVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Stock Trust NAV
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ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
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Harbor Advisory Corp /ma/
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FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
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Rise Advisors, LLC
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ADSIX - American Century Quantitative Equity Funds, Inc. - Disciplined Growth Fund Investor Class
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