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Resources Investment Advisors, LLC.
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Tokio Marine Asset Management Co Ltd
|
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Gill Capital Partners, Llc
|
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|
GPS Wealth Strategies Group, LLC
|
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|
Sierra Ocean, Llc
|
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Woodstock Corp
|
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Profunds - Profund Vp Consumer Goods
|
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Bank Of Nova Scotia
|
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Central Bank & Trust Co
|
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Norges Bank
|
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SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
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Hartland & Co., LLC
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Peterson Wealth Services
|
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Morgan Stanley
|
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KBC Group NV
|
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Federation des caisses Desjardins du Quebec
|
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Consultiva Wealth Management, Corp.
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THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
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Cerity Partners LLC
|
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Glenview Trust Co
|
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Penserra Capital Management LLC
|
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Sunbelt Securities, Inc.
|
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Cigna Investments Inc /new
|
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QGMIX - AQR Funds - AQR Global Macro Fund Class I
|
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Shum Financial Group, Inc.
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SPMV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Minimum Variance ETF
|
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CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
|
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Cromwell Holdings LLC
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SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
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Versant Capital Management, Inc
|
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Credential Qtrade Securities Inc.
|
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|
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
|
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Ballentine Partners, LLC
|
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Pacific Point Advisors, LLC
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Talon Private Wealth, LLC
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49 Wealth Management, Llc
|
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UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
|
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|
BlackRock, Inc.
|
|
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SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
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|
Toth Financial Advisory Corp
|
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|
Boston Trust Walden Corp
|
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DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
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Woodward Diversified Capital, Llc
|
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Wescott Financial Advisory Group, LLC
|
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Slagle Financial, LLC
|
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ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
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GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF
|
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AVMV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Value ETF
|
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ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
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Nisa Investment Advisors, Llc
|
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Elo Mutual Pension Insurance Co
|
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First Command Advisory Services, Inc.
|
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KDHAX - DEUTSCHE DWS INVESTMENT TRUST - DWS CROCI Equity Dividend Fund Class A
|
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FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
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Cranbrook Wealth Management, LLC
|
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Northcape Wealth Management, Llc
|
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Ameriprise Financial Inc
|
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Jump Financial, LLC
|
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Mufg Securities Americas Inc.
|
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Davis Investment Partners, LLC
|
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Ashton Thomas Securities, Llc
|
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SPRAX - Prudential Investment Portfolios, Inc. 10 - Pgim Qma Mid-cap Value Fund Class A
|
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ORG Wealth Partners, LLC
|
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CapWealth Advisors, LLC
|
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GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
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SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund
|
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QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
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SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
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|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
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|
iA Global Asset Management Inc.
|
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Applied Finance Capital Management, LLC
|
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KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
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VVJEX - Voya EQUITY TRUST - Voya VACS Series MCV Fund
|
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|
Westside Investment Management, Inc.
|
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Addison Advisors LLC
|
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Farmers Trust Co
|
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FSUVX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Low Volatility Index Fund
|
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|
StoneX Group Inc.
|
|
|
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|
Citizens National Bank Trust Department
|
|
|
|
|
|
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
|
|
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|
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|
Poehling Capital Management, LLC
|
|
|
|
|
|
Point72 (DIFC) Ltd
|
|
|
|
|
|
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
|
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|
UBS Group AG
|
|
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|
|
SevenBridge Financial Group, LLC
|
|
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|
|
AXMNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Mid Cap Multi-Style Fund Acclivity Mid Cap Multi-Style N Shares
|
|
|
|
|
|
XTX Topco Ltd
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Intech Investment Management Llc
|
|
|
|
|
|
OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Consumers Staples Sector Fund (A)
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
Capital Investment Advisors, LLC
|
|
|
|
|
|
Erste Asset Management GmbH
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
|
William Allan, Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
Putney Financial Group LLC
|
|
|
|
|
|
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
Beacon Financial Group
|
|
|
|
|
|
America First Investment Advisors, LLC
|
|
|
|
|
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
|
|
|
|
|
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares
|
|
|
|
|
|
Fairscale Capital, LLC
|
|
|
|
|
|
FDLO - FIDELITY COVINGTON TRUST - Fidelity Low Volatility Factor ETF
|
|
|
|
|
|
Meyer Handelman Co
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
BFOR - ALPS ETF Trust - Barron's 400 ETF
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
Verity & Verity, LLC
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
Crewe Advisors LLC
|
|
|
|
|
|
Abundance Wealth Counselors
|
|
|
|
|
|
Clear Harbor Asset Management, LLC
|
|
|
|
|
|
Moss Adams Wealth Advisors LLC
|
|
|
|
|
|
Burns Matteson Capital Management, LLC
|
|
|
|
|
|
Ivy Variable Insurance Portfolios - Ivy VIP Value Class II
|
|
|
|
|
|
Venture Visionary Partners LLC
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
|
EQRR - PROSHARES TRUST - ProShares Equities for Rising Rates ETF
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Dagco, Inc.
|
|
|
|
|
|
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
|
|
|
|
NEOS Investment Management LLC
|
|
|
|
|
|
Mesirow Financial Investment Management, Inc.
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
|
|
|
|
|
Ag2r La Mondiale Gestion D'actifs
|
|
|
|
|
|
Wealth Preservation Advisors, LLC
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
Empire Financial Management Company, LLC
|
|
|
|
|
|
Meeder Advisory Services, Inc.
|
|
|
|
|
|
Birmingham Capital Management Co Inc/al
|
|
|
|
|
|
MetLife Investment Management, LLC
|
|
|
|
|
|
CAPROCK Group, Inc.
|
|
|
|
|
|
Northeast Financial Group, Inc.
|
|
|
|
|
|
TCBAX - NORTHERN LIGHTS FUND TRUST III - The Covered Bridge Fund Class A Shares
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2
|
|
|
|
|
|
First Manhattan Co
|
|
|
|
|
|
Acropolis Investment Management, LLC
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
Wbh Advisory Inc
|
|
|
|
|
|
Spinnaker Investment Group, LLC
|
|
|
|
|
|
Creative Capital Management Investments LLC
|
|
|
|
|
|
CBIZ Investment Advisory Services, LLC
|
|
|
|
|
|
DUHP - Dimensional ETF Trust - Dimensional US High Profitability ETF
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional
|
|
|
|
|
|
Armstrong Advisory Group, Inc
|
|
|
|
|
|
MUNDX - MUNDOVAL FUNDS - Mundoval Fund
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
Crowley Wealth Management, Inc.
|
|
|
|
|
|
AMRMX - AMERICAN MUTUAL FUND - AMERICAN MUTUAL FUND Class A
|
|
|
|
|
|
Fourth Dimension Wealth, LLC
|
|
|
|
|
|
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
|
|
|
|
|
|
WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
Sage Capital Advisors,llc
|
|
|
|
|
|
National Asset Management, Inc.
|
|
|
|
|
|
New York Life Investment Management Llc
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
Joel Isaacson & Co., LLC
|
|
|
|
|
|
Slocum, Gordon & Co LLP
|
|
|
|
|
|
Busey Wealth Management
|
|
|
|
|
|
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
|
|
|
|
|
|
Graypoint LLC
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1
|
|
|
|
|
|
Plante Moran Financial Advisors, LLC
|
|
|
|
|
|
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
Congress Wealth Management LLC / DE /
|
|
|
|
|
|
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
|
|
|
|
|
Mcintyre Freedman & Flynn Investment Advisers Inc
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
Lafayette Investments, Inc.
|
|
|
|
|
|
Cove Private Wealth, LLC
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
Public Sector Pension Investment Board
|
|
|
|
|
|
Pensionfund Sabic
|
|
|
|
|
|
Gulf International Bank (UK) Ltd
|
|
|
|
|
|
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund
|
|
|
|
|
|
DT Investment Partners, LLC
|
|
|
|
|
|
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
|
|
|
|
|
|
McClarren Financial Advisors, Inc.
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF
|
|
|
|
|
|
FSTA - FIDELITY COVINGTON TRUST - Fidelity MSCI Consumer Staples Index ETF
|
|
|
|
|
|
Willis Investment Counsel
|
|
|
|
|
|
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
|
|
|
|
|
|
Railway Pension Investments Ltd
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
Heartland Bank & Trust Co
|
|
|
|
|
|
Caitong International Asset Management Co., Ltd
|
|
|
|
|
|
AQLT - iSHARES TRUST - iShares MSCI Global Quality Factor ETF
|
|
|
|
|
|
HNMDX - HEARTLAND GROUP INC - HEARTLAND MID CAP VALUE FUND Institutional Class
|
|
|
|
|
|
Bontempo Ohly Capital Mgmt Llc
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
Buttonwood Financial Advisors Inc.
|
|
|
|
|
|
Allen Investment Management LLC
|
|
|
|
|
|
Nwam Llc
|
|
|
|
|
|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
|
|
|
Ami Investment Management Inc
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
|
|
|
|
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
|
|
|
|
|
|
Wsfs Capital Management, Llc
|
|
|
|
|
|
Financial Perspectives, Inc
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
Cannon Financial Strategists, Inc.
|
|
|
|
|
|
Aurdan Capital Management, LLC
|
|
|
|
|
|
JMVSX - JP MORGAN FLEMING MUTUAL FUND GROUP INC - JPMorgan Mid Cap Value Fund Class I
|
|
|
|
|
|
Crestwood Advisors Group LLC
|
|
|
|
|
|
Daymark Wealth Partners, Llc
|
|
|
|
|
|
Gabelli Equity Trust Inc
|
|
|
|
|
|
UNIVEST FINANCIAL Corp
|
|
|
|
|
|
Seacrest Wealth Management, Llc
|
|
|
|
|
|
SMOT - VanEck ETF Trust - VanEck Morningstar SMID Moat ETF
|
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
Natixis ETF Trust - Natixis Gateway Quality Income ETF
|
|
|
|
|
|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
|
|
|
|
Columbia Asset Management
|
|
|
|
|
|
Bernard Wealth Management Corp.
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
|
|
|
|
|
Briaud Financial Planning, Inc
|
|
|
|
|
|
Meridian Investment Counsel Inc.
|
|
|
|
|
|
Tudor Financial Inc.
|
|
|
|
|
|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
|
|
|
|
Smith, Moore & Co.
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
Cape Investment Advisory, Inc.
|
|
|
|
|
|
Oak Thistle LLC
|
|
|
|
|
|
GCAEX - Gabelli Equity Series Funds Inc - The Gabelli Equity Income Fund Class A
|
|
|
|
|
|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund
|
|
|
|
|
|
Clare Market Investments LLC
|
|
|
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|
MTM Investment Management, LLC
|
|
|
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|
Montag A & Associates Inc
|
|
|
|
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|
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
FVD - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line Dividend Index Fund
|
|
|
|
|
|
Benin Management CORP
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
|
|
|
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|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
|
|
|
|
Nemes Rush Group LLC
|
|
|
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|
Wetherby Asset Management Inc
|
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|
Gouws Capital LLC
|
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|
LMR Partners LLP
|
|
|
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|
Crews Bank & Trust
|
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|
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|
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C
|
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|
|
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
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|
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|
Hutner Capital Management Inc
|
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|
TFC Financial Management
|
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|
Rothschild Investment Llc
|
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|
Savvy Advisors, Inc.
|
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FSLVX - FIDELITY DEVONSHIRE TRUST - Fidelity Stock Selector Large Cap Value Fund
|
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|
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|
Hunter Associates Investment Management Llc
|
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|
Neo Ivy Capital Management
|
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Bright Rock Capital Management, Llc
|
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|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Value Fund Standard Class
|
|
|
|
|
|
Gabelli Dividend & Income Trust
|
|
|
|
|
|
GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
Provident Investment Management, Inc.
|
|
|
|
|
|
VMVIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Value Index Fund Investor Shares
|
|
|
|
|
|
IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF
|
|
|
|
|
|
Aegon Asset Management Uk Plc
|
|
|
|
|
|
WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares
|
|
|
|
|
|
Jlb & Associates Inc
|
|
|
|
|
|
Burkett Financial Services, Llc
|
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|
|
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|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
|
|
|
Alps Advisors Inc
|
|
|
|
|
|
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
|
|
FMDGX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Growth Index Fund
|
|
|
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|
Trust Co Of Virginia /va
|
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|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
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|
Herold Advisors, Inc.
|
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|
Isthmus Partners, Llc
|
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|
Ossiam
|
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|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
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|
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|
CX Institutional
|
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|
Onefund, Llc
|
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|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
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|
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|
MOKAN Wealth Management Inc.
|
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|
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|
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
|
|
|
|
|
|
STNC - HENNESSY FUNDS TRUST - Hennessy Stance ESG Large Cap ETF
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
TMMAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed Managed Volatility Fund Class F
|
|
|
|
|
|
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
MSHPX - MORGAN STANLEY INSTITUTIONAL FUND INC - Permanence Portfolio Class IS
|
|
|
|
|
|
Tradewinds Capital Management, LLC
|
|
|
|
|
|
MAPOX - TRUST FOR PROFESSIONAL MANAGERS - Mairs & Power Balanced Fund
|
|
|
|
|
|
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
|
|
|
|
|
Empirical Finance, LLC
|
|
|
|
|
|
Auxier Asset Management
|
|
|
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|
|
Zions Bancorporation, National Association /ut/
|
|
|
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|
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB
|
|
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|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
|
|
|
|
|
NorthRock Partners, LLC
|
|
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|
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|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
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|
Nomura Asset Management Co Ltd
|
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|
Zurich Insurance Group Ltd/FI
|
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|
|
Impact Partnership Wealth, LLC
|
|
|
|
|
|
Skandinaviska Enskilda Banken AB (publ)
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
Physicians Financial Services, Inc.
|
|
|
|
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|
CSMEX - CARILLON SERIES TRUST - Carillon Scout Mid Cap Fund Class A
|
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|
CNB Bank
|
|
|
|
|
|
STXV - EA Series Trust - Strive 1000 Value ETF
|
|
|
|
|
|
Castle Rock Wealth Management, LLC
|
|
|
|
|
|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
First National Advisers, LLC
|
|
|
|
|
|
STRV - EA Series Trust - Strive 500 ETF
|
|
|
|
|
|
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
|
|
|
|
|
PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3
|
|
|
|
|
|
Precedent Wealth Partners, Llc
|
|
|
|
|
|
LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
|
|
|
|
|
Integrated Advisors Network LLC
|
|
|
|
|
|
Wilkins Investment Counsel Inc
|
|
|
|
|
|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
Trust Co Of Toledo Na /oh/
|
|
|
|
|
|
DnB Asset Management AS
|
|
|
|
|
|
PPQMX - PRINCIPAL FUNDS, INC. - MidCap Growth Fund III R-3
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
First American Trust, Fsb
|
|
|
|
|
|
QUAL - iSHARES TRUST - iShares Edge MSCI USA Quality Factor ETF
|
|
|
|
|
|
Gifford Fong Associates
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
Valley Brook Capital Group, Inc.
|
|
|
|
|
|
Smith Chas P & Associates Pa Cpas
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
Northwest & Ethical Investments L.P.
|
|
|
|
|
|
Cim, Llc
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
VSM Wealth Advisory, LLC
|
|
|
|
|
|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
|
|
|
|
|
Metis Global Partners, LLC
|
|
|
|
|
|
IFM Investors Pty Ltd
|
|
|
|
|
|
Thrivent Core Funds - Thrivent Core Low Volatility Equity Fund
|
|
|
|
|
|
Portfolio Design Labs, LLC
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Value
|
|
|
|
|
|
Colonial River Wealth Management, LLC
|
|
|
|
|
|
Holocene Advisors, LP
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
PENN SERIES FUNDS INC - Mid Cap Value Fund
|
|
|
|
|
|
Wimmer Associates 1, Llc
|
|
|
|
|
|
Silvercrest Asset Management Group Llc
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
FSCS - FIRST TRUST EXCHANGE-TRADED FUND VI - Mid Cap US Equity Select ETF
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
JNBA Financial Advisors
|
|
|
|
|
|
Monterey Private Wealth, Inc.
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
Peoples Financial Services Corp.
|
|
|
|
|
|
Caldwell Securities, Inc
|
|
|
|
|
|
PY - Principal Exchange-Traded Funds - Principal Shareholder Yield Index ETF
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
|
|
|
|
|
MENAX - MADISON FUNDS - Madison Covered Call & Equity Income Fund Covered Call & Equity Income Fund Class A
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
Centaurus Financial, Inc.
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
|
|
|
|
|
FLQM - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Mid Cap Equity ETF
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
Absher Wealth Management, Llc
|
|
|
|
|
|
Significant Wealth Partners LLC
|
|
|
|
|
|
Massachusetts Financial Services Co /ma/
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
|
|
Argent Trust Co
|
|
|
|
|
|
Town & Country Bank & Trust CO dba First Bankers Trust CO
|
|
|
|
|
|
Fulton Bank, N.a.
|
|
|
|
|
|
Callahan Advisors, LLC
|
|
|
|
|
|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
|
|
|
|
|
Albion Financial Group /ut
|
|
|
|
|
|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
|
|
|
Elevate Capital Advisors, LLC
|
|
|
|
|
|
TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R
|
|
|
|
|
|
Mengis Capital Management, Inc.
|
|
|
|
|
|
Stone House Investment Management, LLC
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
|
|
|
|
|
|
Somerset Trust Co
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
STXG - EA Series Trust - Strive 1000 Growth ETF
|
|
|
|
|
|
DecisionPoint Financial, LLC
|
|
|
|
|
|
Wealth Alliance
|
|
|
|
|
|
Handelsbanken Fonder AB
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
LVPIX - Profunds - Large-cap Value Profund Investor Class
|
|
|
|
|
|
Two Roads Shared Trust - Hypatia Women CEO ETF
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
|
|
|
Eubel Brady & Suttman Asset Management Inc
|
|
|
|
|
|
Rheos Capital Works Inc.
|
|
|
|
|
|
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
Parthenon Llc
|
|
|
|
|
|
Peapack Gladstone Financial Corp
|
|
|
|
|
|
CDL - Victory Portfolios II - VictoryShares US Large Cap High Div Volatility Wtd ETF
|
|
|
|
|
|
Athena Investment Management
|
|
|
|
|
|
Advisors Management Group Inc /adv
|
|
|
|
|
|
CONWX - CONCORDE FUNDS INC - Concorde Wealth Management Fund
|
|
|
|
|
|
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund
|
|
|
|
|
|
Humankind Benefit Corp - Humankind US Stock ETF
|
|
|
|
|
|
Meiji Yasuda Asset Management Co Ltd.
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
Aspect Partners, LLC
|
|
|
|
|
|
Moors & Cabot, Inc.
|
|
|
|
|
|
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
|
|
|
|
|
HBW Advisory Services LLC
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
|
Westpac Banking Corp
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
RSPS - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Consumer Staples ETF
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
Rakuten Investment Management, Inc.
|
|
|
|
|
|
United Bank
|
|
|
|
|
|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
|
|
|
|
|
BTMFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Midcap Fund
|
|
|
|
|
|
NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF
|
|
|
|
|
|
Commerzbank Aktiengesellschaft /fi
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
Sanchez Wealth Management Group
|
|
|
|
|
|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
|
|
|
|
|
Lane & Associates LLC
|
|
|
|
|
|
Frank, Rimerman Advisors LLC
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
Zhang Financial LLC
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
Sippican Capital Advisors
|
|
|
|
|
|
WEBCX - Teton Westwood Funds - Teton Westwood Balanced Fund Class A
|
|
|
|
|
|
HCMAX - ALPS Series Trust - Hillman Value Fund
|
|
|
|
|
|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
|
|
|
|
|
Thompson Investment Management, Inc.
|
|
|
|
|
|
Equitable Trust Co
|
|
|
|
|
|
Bragg Financial Advisors, Inc
|
|
|
|
|
|
Your Advocates Ltd., LLP
|
|
|
|
|
|
Financial Advisors Network, Inc.
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
GHP Investment Advisors, Inc.
|
|
|
|
|
|
Waterloo Capital, L.P.
|
|
|
|
|
|
Hills Bank & Trust Co
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
|
Welch & Forbes Llc
|
|
|
|
|
|
Stablepoint Partners, LLC
|
|
|
|
|
|
V-Square Quantitative Management LLC
|
|
|
|
|
|
Flagship Wealth Advisors, Llc
|
|
|
|
|
|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
Capital Investment Advisory Services, LLC
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
|
|
|
|
Heritage Investors Management Corp
|
|
|
|
|
|
Pinnacle Bancorp, Inc.
|
|
|
|
|
|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
|
|
|
|
Grandview Asset Management LLC
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
Aureus Asset Management, LLC
|
|
|
|
|
|
QDVAX - FundVantage Trust - Quality Dividend Fund Class A
|
|
|
|
|
|
Hohimer Wealth Management, Llc
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
Clough Global Equity Fund
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
SPDG - SPDR SERIES TRUST - SPDR Portfolio S&P Sector Neutral Dividend ETF
|
|
|
|
|
|
Stonebridge Capital Advisors LLC
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
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Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
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Equitable Holdings, Inc.
|
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SG Americas Securities, LLC
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Rossmore Private Capital
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Uncommon Cents Investing LLC
|
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State Of Michigan Retirement System
|
|
|
|
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|
CDC - Victory Portfolios II - VictoryShares US EQ Income Enhanced Volatility Wtd ETF
|
|
|
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XLP - SELECT SECTOR SPDR TRUST - The Consumer Staples Select Sector SPDR Fund
|
|
|
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|
Td Asset Management Inc
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PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1
|
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Stanley-Laman Group, Ltd.
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Pollock Investment Advisors, LLC
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WestEnd Advisors, LLC
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Sl Advisors, Llc
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Sumitomo Mitsui DS Asset Management Company, Ltd
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Clark & Stuart, Inc
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HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
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QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
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MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares
|
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Group One Trading, L.p.
|
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Sachetta, LLC
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QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
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BLPIX - Profunds - Bull Profund Investor Class
|
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Aptus Capital Advisors, LLC
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PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
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Hussman Strategic Advisors, Inc.
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SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
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MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
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BOK Financial Private Wealth, Inc.
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Capital Advisors, Ltd. LLC
|
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Winthrop Capital Management, LLC
|
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VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
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Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
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Utah Retirement Systems
|
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Readystate Asset Management Lp
|
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Treasurer of the State of North Carolina
|
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Carderock Capital Management Inc
|
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BDVG - LITMAN GREGORY FUNDS TRUST - iMGP Berkshire Dividend Growth ETF
|
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NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
|
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Estabrook Capital Management
|
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Wealthfront Advisers Llc
|
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Kfg Wealth Management, Llc
|
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AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
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Waterfront Wealth Inc.
|
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Mutual Advisors, LLC
|
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DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
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RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
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Czech National Bank
|
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TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
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ROSS\JOHNSON & Associates LLC
|
|
|
|
|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
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DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
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Fiduciary Family Office, Llc
|
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Costello Asset Management, INC
|
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DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
|
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|
PENN SERIES FUNDS INC - Index 500 Fund
|
|
|
|
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|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
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|
|
|
Wesbanco Bank Inc
|
|
|
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|
|
Valeo Financial Advisors, LLC
|
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Hershey Trust Co
|
|
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|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
|
|
|
|
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|
Financiere des Professionnels - Fonds d,investissement inc.
|
|
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|
Corton Capital Inc.
|
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|
Staley Capital Advisers Inc
|
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|
Bare Financial Services, Inc
|
|
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Wealthcare Capital Partners, LLC
|
|
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|
|
|
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3
|
|
|
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Mid Cap Value Fund Service Class
|
|
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AMG National Trust Bank
|
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|
Sei Investments Co
|
|
|
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|
|
Harvey Investment Co Llc
|
|
|
|
|
|
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
|
|
|
|
|
FBLEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Stock Selector Large Cap Value Fund
|
|
|
|
|
|
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
|
|
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|
|
|
Haverford Trust Co
|
|
|
|
|
|
Hillman Capital Management, Inc.
|
|
|
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|
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
BCIFX - BLUE CHIP INVESTOR FUNDS - Blue Chip Investor Fund
|
|
|
|
|
|
ESL Trust Services, LLC
|
|
|
|
|
|
Old Point Trust & Financial Services N A
|
|
|
|
|
|
Kessler Investment Group, LLC
|
|
|
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
|
|
|
|
|
AFOCX - ARCHER INVESTMENT SERIES TRUST - Archer Focus Fund
|
|
|
|
|
|
River Wealth Advisors LLC
|
|
|
|
|
|
Aquatic Capital Management LLC
|
|
|
|
|
|
Byrne Asset Management LLC
|
|
|
|
|
|
Zacks Investment Management
|
|
|
|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
|
|
|
|
RGLGX - American Funds Global Insight Fund - American Funds Global Insight Fund Class R-6
|
|
|
|
|
|
VCSAX - VANGUARD WORLD FUND - Vanguard Consumer Staples Index Fund Admiral Shares
|
|
|
|
|
|
Chesley Taft & Associates LLC
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
Rodgers Brothers Inc.
|
|
|
|
|
|
Carolina Wealth Advisors, LLC
|
|
|
|
|
|
IJMAX - Voya PARTNERS INC - VY(R) JPMorgan Mid Cap Value Portfolio Class ADV
|
|
|
|
|
|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
|
|
|
|
|
Legacy Capital Wealth Partners, LLC
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
Foster Dykema Cabot & Partners, Llc
|
|
|
|
|
|
Mount Vernon Associates Inc /md/
|
|
|
|
|
|
SMDVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders US MidCap Opportunities Fund Class A
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
Leavell Investment Management, Inc.
|
|
|
|
|
|
AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
IRGJX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Growth Index Portfolio Class I
|
|
|
|
|
|
Hrt Financial Lp
|
|
|
|
|
|
ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A
|
|
|
|
|
|
Beaton Management Co. Inc.
|
|
|
|
|
|
PCGRX - PIONEER MID CAP VALUE FUND - Pioneer Mid Cap Value Fund : Class A
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
Provenance Wealth Advisors, LLC
|
|
|
|
|
|
Tiaa Trust, National Association
|
|
|
|
|
|
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF
|
|
|
|
|
|
Meeder Asset Management Inc
|
|
|
|
|
|
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
|
Millstone Evans Group, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
|
|
|
|
|
Nadler Financial Group, Inc.
|
|
|
|
|
|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
|
|
|
|
Kathmere Capital Management, LLC
|
|
|
|
|
|
Mediolanum International Funds Ltd
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
Amussen Hunsaker Associates Llc
|
|
|
|
|
|
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund
|
|
|
|
|
|
Princeton Global Asset Management LLC
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
Hgk Asset Management Inc
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
Korea Investment CORP
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
Creekmur Asset Management LLC
|
|
|
|
|
|
FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund
|
|
|
|
|
|
POWA - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Defensive Equity ETF
|
|
|
|
|
|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
|
|
|
|
Gw Henssler & Associates Ltd
|
|
|
|
|
|
Northern Oak Wealth Management Inc
|
|
|
|
|
|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
|
|
|
|
|
VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
City Holding Co
|
|
|
|
|
|
Hoey Investments, Inc
|
|
|
|
|
|
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
|
|
|
|
|
|
Edge Financial Advisors LLC
|
|
|
|
|
|
Northern Lights Fund Trust - BTS Enhanced Equity Income Fund - Class I
|
|
|
|
|
|
New England Capital Financial Advisors LLC
|
|
|
|
|
|
Amica Retiree Medical Trust
|
|
|
|
|
|
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
|
|
|
|
|
Northwestern Mutual Investment Management Company, Llc
|
|
|
|
|
|
Harvest Investment Advisors, LLC
|
|
|
|
|
|
Oakworth Capital, Inc.
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
Quinn Opportunity Partners LLC
|
|
|
|
|
|
HighMark Wealth Management LLC
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
Eaton Vance Tax Advantaged Dividend Income Fund
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
Jamison Private Wealth Management, Inc.
|
|
|
|
|
|
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF
|
|
|
|
|
|
Bath Savings Trust Co
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
Eukles Asset Management
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
Roble, Belko & Company, Inc
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Mid Cap Core Portfolio Initial Class
|
|
|
|
|
|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
|
|
|
|
IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF
|
|
|
|
|
|
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
|
|
|
|
|
Sound View Wealth Advisors Group, LLC
|
|
|
|
|
|
Lansforsakringar Fondforvaltning AB (publ)
|
|
|
|
|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
Weaver C. Barksdale & Associates, Inc.
|
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
|
|
|
|
|
|
Avanza Fonder AB
|
|
|
|
|
|
Courier Capital Llc
|
|
|
|
|
|
Eaton Vance Tax-managed Buy-write Opportunities Fund
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
Generali Asset Management SPA SGR
|
|
|
|
|
|
Great West Life Assurance Co /can/
|
|
|
|
|
|
IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF
|
|
|
|
|
|
Prudential Plc
|
|
|
|
|
|
Douglas Lane & Associates, LLC
|
|
|
|
|
|
Resources Management Corp /ct/ /adv
|
|
|
|
|
|
Foundations Investment Advisors, LLC
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
|
|
|
|
|
RYCIX - RYDEX SERIES FUNDS - Consumer Products Fund Investor Class
|
|
|
|
|
|
DDIAX - Delaware Group Equity Funds V - Delaware Wealth Builder Fund Class A
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Bridgewater Associates, LP
|
|
|
|
|
|
Friedenthal Financial
|
|
|
|
|
|
WWLAX - Ultimus Managers Trust - Westwood Quality Value Fund A Class Shares
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A
|
|
|
|
|
|
Robbins Farley Llc
|
|
|
|
|
|
Red Tortoise LLC
|
|
|
|
|
|
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
|
|
|
|
|
|
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
Ipswich Investment Management Co., Inc.
|
|
|
|
|
|
HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF
|
|
|
|
|
|
COWZ - Pacer Funds Trust - Pacer US Cash Cows 100 ETF
|
|
|
|
|
|
Gleason Group, Inc.
|
|
|
|
|
|
Mission Wealth Management, Lp
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
New Millennium Group LLC
|
|
|
|
|
|
Mascoma Wealth Management LLC
|
|
|
|
|
|
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
|
|
Atwater Malick LLC
|
|
|
|
|
|
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
|
|
|
|
|
Ade, Llc
|
|
|
|
|
|
TARKX - Clark Fork Trust - Tarkio Fund
|
|
|
|
|
|
Dean Investment Associates, Llc
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
|
Opal Wealth Advisors, LLC
|
|
|
|
|
|
Motco
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
|
|
|
|
|
|
CoreFirst Bank & Trust
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
Florida Financial Advisors, Llc
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
DELAWARE VIP TRUST - Delaware VIP Total Return Series Service
|
|
|
|
|
|
Arrowstreet Capital, Limited Partnership
|
|
|
|
|
|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Prescott Group Capital Management, L.l.c.
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
Royal Bank Of Canada
|
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|
Thrive Capital Management, LLC
|
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AdvisorNet Financial, Inc
|
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FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
|
|
|
|
Verition Fund Management LLC
|
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|
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|
|
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF
|
|
|
|
|
|
Colonial Trust Co / SC
|
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|
|
|
|
Pinnacle Financial Partners Inc
|
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|
|
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF
|
|
|
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|
|
Avidian Wealth Solutions, LLC
|
|
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|
Assenagon Asset Management S.A.
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Wealth Builder Fund Standard Class
|
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|
|
Johnson Investment Counsel Inc
|
|
|
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|
|
Koesten, Hirschmann & Crabtree, INC.
|
|
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|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
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|
Global Trust Asset Management, LLC
|
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|
Hanson & Doremus Investment Management
|
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|
Stephens Consulting, LLC
|
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|
ARS Wealth Advisors Group, LLC
|
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|
|
|
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
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MVCAX - MFS SERIES TRUST XI - MFS Mid Cap Value Fund A
|
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|
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|
Prudential Financial Inc
|
|
|
|
|
|
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares
|
|
|
|
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|
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
|
|
|
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|
Advisory Alpha, LLC
|
|
|
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|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
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|
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|
SPC Financial, Inc.
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Crane Advisory, LLC
|
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
Investors Research Corp
|
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|
McKinley Carter Wealth Services, Inc.
|
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|
Advantage Trust Co
|
|
|
|
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Catalytic Wealth RIA, LLC
|
|
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FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
|
|
|
Clough Global Opportunities Fund
|
|
|
|
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|
Mitsubishi UFJ Trust & Banking Corp
|
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Balyasny Asset Management Llc
|
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Stegent Equity Advisors, Inc.
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OUSA - ALPS ETF Trust - ALPS | O'Shares U.S. Quality Dividend ETF Shares
|
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|
Capital International Sarl
|
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Lummis Asset Management, LP
|
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Gabelli Funds Llc
|
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Sage Mountain Advisors LLC
|
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Patton Fund Management, Inc.
|
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Creative Planning
|
|
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Wolverine Trading, Llc
|
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Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
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|
Tyler-Stone Wealth Management
|
|
|
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|
TD Waterhouse Canada Inc.
|
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|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
|
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|
|
Hall Capital Management Co Inc
|
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|
|
JAVA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF
|
|
|
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|
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF
|
|
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|
Radnor Capital Management, LLC
|
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|
Texas Yale Capital Corp.
|
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Belpointe Asset Management LLC
|
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Fox Run Management, L.l.c.
|
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|
Tudor Investment Corp Et Al
|
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|
Howard Hughes Medical Institute
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Madison Diversified Income VP Service
|
|
|
|
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|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
|
|
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|
Tarbox Family Office, Inc.
|
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|
ProShare Advisors LLC
|
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|
Townsend & Associates, Inc
|
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Rafferty Asset Management, LLC
|
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|
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A
|
|
|
|
|
|
FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
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|
|
|
Conning Inc.
|
|
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|
Mechanics Bank Trust Department
|
|
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|
First National Trust Co
|
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|
Apella Capital, LLC
|
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|
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|
WTV - WisdomTree Trust - WisdomTree U.S. Quality Shareholder Yield Fund N/A
|
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|
Madison Asset Management, LLC
|
|
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|
Field & Main Bank
|
|
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|
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
|
|
|
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|
Trust Co Of Vermont
|
|
|
|
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|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
|
|
|
Hickory Point Bank & Trust
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
TNRAX - 1290 Funds - 1290 Avantis U.S. Large Cap Growth Fund Class A
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A
|
|
|
|
|
|
Capital International Inc /ca/
|
|
|
|
|
|
YOKE - EA Series Trust - Yoke Core ETF
|
|
|
|
|
|
Summit Place Financial Advisors, LLC
|
|
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|
Guggenheim Capital Llc
|
|
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|
CCMG - EA Series Trust - CCM Global Equity ETF
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
Coston, McIsaac & Partners
|
|
|
|
|
|
Morton Brown Family Wealth, LLC
|
|
|
|
|
|
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
|
|
|
|
|
Northstar Group, Inc.
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
Anchor Capital Advisors Llc
|
|
|
|
|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
|
|
|
Vertex Planning Partners, LLC
|
|
|
|
|
|
HFLGX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Large Growth Fund Investor Class
|
|
|
|
|
|
Wealthquest Corp
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
|
|
|
|
|
Illinois Municipal Retirement Fund
|
|
|
|
|
|
Frederick Financial Consultants, LLC
|
|
|
|
|
|
PFG Advisors
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
Capital International Investors
|
|
|
|
|
|
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
MCMVX - FORUM FUNDS - Monongahela All Cap Value Fund
|
|
|
|
|
|
Credential Securities Inc.
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
PCEQX - Victory Portfolios IV - Victory Pioneer Equity Income Fund Class C
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
BCGM Wealth Management, LLC
|
|
|
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
|
|
|
|
|
Halbert Hargrove Global Advisors, Llc
|
|
|
|
|
|
B. Metzler seel. Sohn & Co. AG
|
|
|
|
|
|
Formidable Asset Management, LLC
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
|
|
|
|
|
|
Manning & Napier Advisors Llc
|
|
|
|
|
|
UniSuper Management Pty Ltd
|
|
|
|
|
|
Intellectus Partners, LLC
|
|
|
|
|
|
Hilltop Holdings Inc.
|
|
|
|
|
|
Ironwood Investment Counsel, LLC
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
Oliver Lagore Vanvalin Investment Group
|
|
|
|
|
|
Fragasso Group Inc.
|
|
|
|
|
|
Ethos Financial Group, LLC
|
|
|
|
|
|
Pettyjohn, Wood & White, Inc
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Managed Floor ETF
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
Massachusetts Wealth Management
|
|
|
|
|
|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
|
|
|
|
Concorde Financial Corp
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
|
|
Studio Investment Management Llc
|
|
|
|
|
|
Beese Fulmer Investment Management, Inc.
|
|
|
|
|
|
DDVAX - Delaware Group Equity Funds Ii - Delaware Value Fund Class A
|
|
|
|
|
|
Oversea-Chinese Banking CORP Ltd
|
|
|
|
|
|
Eliot Finkel Investment Counsel, LLC
|
|
|
|
|
|
Wallace Capital Management Inc.
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
Coastline Trust Co
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
Brown, Lisle/cummings, Inc.
|
|
|
|
|
|
Twin Lakes Capital Management, LLC
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
South Dakota Investment Council
|
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
|
|
|
|
|
CHICAGO TRUST Co NA
|
|
|
|
|
|
Portside Wealth Group, LLC
|
|
|
|
|
|
WAMFX - BOSTON TRUST WALDEN FUNDS - Walden Midcap Fund
|
|
|
|
|
|
Plato Investment Management Ltd
|
|
|
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
|
|
|
|
|
Westerkirk Capital Inc.
|
|
|
|
|
|
Syon Capital Llc
|
|
|
|
|
|
Livelsberger Financial Advisory
|
|
|
|
|
|
New England Research & Management, Inc.
|
|
|
|
|
|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
|
|
|
|
Sheets Smith Wealth Management
|
|
|
|
|
|
Maseco Llp
|
|
|
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
Adviser Investments LLC
|
|
|
|
|
|
Burney Co/
|
|
|
|
|
|
Portland Global Advisors LLC
|
|
|
|
|
|
Wellington Global Multi-Strategy Fund
|
|
|
|
|
|
JMID - Janus Detroit Street Trust - Janus Henderson Mid Cap Growth Alpha ETF
|
|
|
|
|
|
Alhambra Investment Partners LLC
|
|
|
|
|
|
Aviance Capital Partners, LLC
|
|
|
|
|
|
Caption Management, LLC
|
|
|
|
|
|
Pittenger & Anderson Inc
|
|
|
|
|
|
Verdence Capital Advisors LLC
|
|
|
|
|
|
Strategic Financial Services, Inc,
|
|
|
|
|
|
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
|
|
|
|
|
FQAL - FIDELITY COVINGTON TRUST - Fidelity Quality Factor ETF
|
|
|
|
|
|
Hardman Johnston Global Advisors LLC
|
|
|
|
|
|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
Clear Street Markets Llc
|
|
|
|
|
|
Banco Santander, S.A.
|
|
|
|
|
|
Nordea Investment Management Ab
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
Burke & Herbert Bank & Trust Co
|
|
|
|
|
|
Quest Partners LLC
|
|
|
|
|
|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
Stock Yards Bank & Trust Co
|
|
|
|
|
|
Hennion & Walsh Asset Management, Inc.
|
|
|
|
|
|
Adirondack Trust Co
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
PCGRX - Victory Portfolios IV - Victory Pioneer Mid Cap Value Fund Class A
|
|
|
|
|
|
Liberty One Investment Management, Llc
|
|
|
|
|
|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
Westwood Holdings Group Inc
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
WBIF - Absolute Shares Trust - WBI BullBear Value 3000 ETF
|
|
|
|
|
|
Hamilton Point Investment Advisors, LLC
|
|
|
|
|
|
Monte Financial Group, LLC
|
|
|
|
|
|
Excalibur Management Corp
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Mid Cap Stock Portfolio Class A
|
|
|
|
|
|
Boothbay Fund Management, Llc
|
|
|
|
|
|
RBF Capital, LLC
|
|
|
|
|
|
VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares
|
|
|
|
|
|
Vaughan David Investments Inc/il
|
|
|
|
|
|
Carret Asset Management, Llc
|
|
|
|
|
|
Glassy Mountain Advisors, Inc.
|
|
|
|
|
|
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
SPUS - Tidal ETF Trust - SP Funds S&P 500 Sharia Industry Exclusions ETF
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
Campbell Newman Asset Management Inc
|
|
|
|
|
|
Capstone Investment Advisors, Llc
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund
|
|
|
|
|
|
Asset Advisors Investment Management, LLC
|
|
|
|
|
|
Patriot Investment Management Inc.
|
|
|
|
|
|
ZECP - Zacks Trust - Zacks Earnings Consistent Portfolio ETF
|
|
|
|
|
|
Lowe Wealth Advisors, LLC
|
|
|
|
|
|
West Family Investments, Inc.
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
one8zero8, LLC
|
|
|
|
|
|
Bahl & Gaynor Inc
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio
|
|
|
|
|
|
SOA Wealth Advisors, LLC.
|
|
|
|
|
|
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
CUSEX - Capital Group U.S. Equity Fund - Capital Group U.S. Equity Fund Share class
|
|
|
|
|
|
Gen-Wealth Partners Inc
|
|
|
|
|
|
Dai-Ichi Life Insurance Company, Ltd
|
|
|
|
|
|
Accurate Wealth Management, LLC
|
|
|
|
|
|
Wealth Alliance Advisory Group, LLC
|
|
|
|
|
|
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
|
|
|
|
|
Pacer Advisors, Inc.
|
|
|
|
|
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QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
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|
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
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|
Canada Pension Plan Investment Board
|
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|
We Are One Seven, LLC
|
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|
Larson Financial Group LLC
|
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LGT Financial Advisors LLC
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|
Abacus Planning Group, Inc.
|
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|
EAFVX - EATON VANCE GROWTH TRUST - Eaton Vance Focused Value Opportunities Fund Class A
|
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|
Principal Securities, Inc.
|
|
|
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|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
|
|
|
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|
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB
|
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|
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|
TrueMark Investments, LLC
|
|
|
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|
IHT Wealth Management, LLC
|
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|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
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|
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|
RCGE - EA Series Trust - RockCreek Global Equality ETF
|
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|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
|
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|
Old North State Wealth Management, LLC
|
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|
Benchmark Investment Advisors LLC
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Ci Investments Inc.
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Lipe & Dalton
|
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DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
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Forum Financial Management, LP
|
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ABEQ - Unified Series Trust - Absolute Core Strategy Etf
|
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IVE - iSHARES TRUST - iShares S&P 500 Value ETF
|
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Aldebaran Capital, Llc
|
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
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Van Cleef Asset Management,Inc
|
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NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
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SCHD - SCHWAB STRATEGIC TRUST - Schwab U.S. Dividend Equity ETF
|
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Koshinski Asset Management, Inc.
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FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
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Guardian Asset Advisors, LLC
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NZUS - SPDR SERIES TRUST - SPDR MSCI USA Climate Paris Aligned ETF
|
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Eastern Bank
|
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VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
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Synergy Financial Group, LTD
|
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Stansberry Asset Management, Llc
|
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Vestia Personal Wealth Advisors
|
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|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
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Beaird Harris Wealth Management, LLC
|
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|
Brown Miller Wealth Management, LLC
|
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|
CIBC World Markets Inc.
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Mather Group, Llc.
|
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VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
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|
Grimes & Company, Inc.
|
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ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio
|
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|
Napatree Capital Llc
|
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Choate Investment Advisors
|
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FIUSX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Opportunity Fund Class A
|
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URTH - iShares, Inc. - iShares MSCI World ETF
|
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GEIZX - GuideStone Funds - Growth Equity Index Fund Investor
|
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Norinchukin Bank, The
|
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Tempus Wealth Planning, LLC
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SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
|
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Confluence Investment Management Llc
|
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Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
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Jennison Associates Llc
|
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DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
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|
OmniStar Financial Group, Inc.
|
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|
Cibc World Markets Corp
|
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Appleton Partners Inc/ma
|
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Aft, Forsyth & Company, Inc.
|
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SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
|
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|
Clearbridge Investments, LLC
|
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|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
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Bessemer Group Inc
|
|
|
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|
TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R
|
|
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|
Savant Capital, LLC
|
|
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|
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A
|
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|
Concord Wealth Partners
|
|
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|
Good Life Advisors, LLC
|
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|
State of Alaska, Department of Revenue
|
|
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|
Marshall Wace, Llp
|
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|
OALC - UNIFIED SERIES TRUST - OneAscent Large Cap Core ETF
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Multi-Cap Core Fund Class IA Shares
|
|
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|
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|
BFRE - Ultimus Managers Trust - Westwood LBRTY Global Equity ETF
|
|
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|
|
USS Investment Management Ltd
|
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|
|
Delta Global Management LP
|
|
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|
|
Cypress Advisory Group LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Equity-Income Portfolio Class 1
|
|
|
|
|
|
VSTIX - VALIC Co I - Stock Index Fund
|
|
|
|
|
|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
|
|
|
|
|
RKL Wealth Management LLC
|
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|
Covestor Ltd
|
|
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|
|
High Note Wealth, LLC
|
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|
Tevis Investment Management
|
|
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|
|
Iowa State Bank
|
|
|
|
|
|
Ritholtz Wealth Management
|
|
|
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|
|
Northwestern Mutual Wealth Management Co
|
|
|
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|
|
MN Wealth Advisors, LLC
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
Ipsen Advisor Group LLC
|
|
|
|
|
|
Valley Forge Investment Consultants Inc Adv
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
|
|
|
|
|
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
|
|
|
|
|
Pavion Blue Capital, LLC
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
QDIV - Global X Funds - Global X S&P 500 Quality Dividend ETF
|
|
|
|
|
|
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares
|
|
|
|
|
|
Accredited Wealth Management, LLC
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
CVAR - ETF Opportunities Trust - Cultivar ETF
|
|
|
|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
|
|
|
|
YHB Investment Advisors, Inc.
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
CGCV - Capital Group Conservative Equity ETF - Capital Group Conservative Equity ETF Share Class
|
|
|
|
|
|
Investment Management Corp of Ontario
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Nationwide Fund Class I
|
|
|
|
|
|
NOSIX - Northern Funds - Northern Stock Index Fund
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
|
|
|
|
Hennessy Advisors Inc
|
|
|
|
|
|
Achmea Investment Management B.V.
|
|
|
|
|
|
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P
|
|
|
|
|
|
Clean Yield Group
|
|
|
|
|
|
Adage Capital Partners Gp, L.l.c.
|
|
|
|
|
|
Fisher Asset Management, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Special Opportunities Fund Standard Class
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
Sylvest Advisors, LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
Abn Amro Investment Solutions
|
|
|
|
|
|
Marathon Trading Investment Management LLC
|
|
|
|
|
|
44 Wealth Management Llc
|
|
|
|
|
|
Tompkins Financial Corp
|
|
|
|
|
|
SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF
|
|
|
|
|
|
Fortis Group Advisors, LLC
|
|
|
|
|
|
Iron Horse Wealth Management, LLC
|
|
|
|
|
|
SILVER OAK SECURITIES, Inc
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
|
|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
|
|
|
|
IFG Advisory, LLC
|
|
|
|
|
|
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A
|
|
|
|
|
|
Montag & Caldwell, Llc
|
|
|
|
|
|
Bridges Investment Management Inc
|
|
|
|
|
|
Quadcap Wealth Management, LLC
|
|
|
|
|
|
Retirement Systems of Alabama
|
|
|
|
|
|
BSW Wealth Partners
|
|
|
|
|
|
Associated Banc-corp
|
|
|
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
Hopwood Financial Services, Inc.
|
|
|
|
|
|
Bellevue Asset Management, Llc
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
Painted Porch Advisors LLC
|
|
|
|
|
|
AVLV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value ETF
|
|
|
|
|
|
Foster Group, Inc.
|
|
|
|
|
|
International Assets Investment Management, Llc
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A
|
|
|
|
|
|
Cyndeo Wealth Partners, LLC
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
Mairs & Power Inc
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
|
|
|
|
Astoria Portfolio Advisors LLC.
|
|
|
|
|
|
Farmers & Merchants Trust Co of Chambersburg PA
|
|
|
|
|
|
Soltis Investment Advisors LLC
|
|
|
|
|
|
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F
|
|
|
|
|
|
Lifeworks Advisors, LLC
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
Gamco Investors, Inc. Et Al
|
|
|
|
|
|
FTXG - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Nasdaq Food & Beverage ETF
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
Trivant Custom Portfolio Group, LLC
|
|
|
|
|
|
MWMIX - VanEck Funds - VanEck Morningstar Wide Moat Fund Class I
|
|
|
|
|
|
Benedict Financial Advisors Inc
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
OV Management LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
|
|
Check Capital Management Inc/ca
|
|
|
|
|
|
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
|
Inspirion Wealth Advisors, Llc
|
|
|
|
|
|
FTA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Value AlphaDEX Fund
|
|
|
|
|
|
Donald L. Hagan, LLC
|
|
|
|
|
|
Gladstone Institutional Advisory LLC
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
Exencial Wealth Advisors, Llc
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
NBHAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Equity Income Fund Class A
|
|
|
|
|
|
Nvwm, Llc
|
|
|
|
|
|
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
|
|
|
|
|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
Marathon Capital Management
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
Citizens Financial Group Inc/ri
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Vestmark Advisory Solutions, Inc.
|
|
|
|
|
|
Davy Global Fund Management Ltd
|
|
|
|
|
|
FTCE - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust New Constructs Core Earnings Leaders ETF
|
|
|
|
|
|
Quantitative Investment Management, LLC
|
|
|
|
|
|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
|
|
|
|
Hamel Associates, Inc.
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
MDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - Multi-Asset Diversified Income Index Fund
|
|
|
|
|
|
Maven Securities LTD
|
|
|
|
|
|
Dogwood Wealth Management LLC
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3
|
|
|
|
|
|
Resona Asset Management Co.,Ltd.
|
|
|
|
|
|
Financial Freedom, LLC
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
Institutional Investment Strategy Fund
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
|
|
|
|
|
Candriam Luxembourg S.C.A.
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
PEPS - Morgan Stanley ETF Trust - Parametric Equity Plus ETF
|
|
|
|
|
|
ICW Investment Advisors LLC
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
HLQVX - JPMORGAN TRUST II - JPMorgan Large Cap Value Fund Class I
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Morningstar Wide Moat Index Fund (A)
|
|
|
|
|
|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
|
|
|
|
|
CWA Asset Management Group, LLC
|
|
|
|
|
|
Dana Investment Advisors, Inc.
|
|
|
|
|
|
Raleigh Capital Management Inc.
|
|
|
|
|
|
Riggs Asset Managment Co. Inc.
|
|
|
|
|
|
Wahed Invest LLC
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
Simmons Bank
|
|
|
|
|
|
Hendley & Co Inc
|
|
|
|
|
|
Court Place Advisors, LLC
|
|
|
|
|
|
Ground Swell Capital, LLC
|
|
|
|
|
|
Miramar Capital, LLC
|
|
|
|
|
|
Conscious Wealth Investments, Llc
|
|
|
|
|
|
Modera Wealth Management, LLC
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
Norman Fields, Gottscho Capital Management, LLC
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
Vontobel Holding Ltd.
|
|
|
|
|
|
Elgethun Capital Management
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P
|
|
|
|
|
|
Hutchens & Kramer Investment Management Group, LLC
|
|
|
|
|
|
Scharf Investments, Llc
|
|
|
|
|
|
Independence Bank of Kentucky
|
|
|
|
|
|
LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Equity Income Account Class 1
|
|
|
|
|
|
Cassaday & Co Wealth Management LLC
|
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|
|
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|
Invesco Exchange-Traded Fund Trust II - Invesco ESG S&P 500 Equal Weight ETF
|
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|
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|
Newbridge Financial Services Group, Inc.
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Vision Financial Markets Llc
|
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REAP Financial Group, LLC
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Peak6 Llc
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Van Eck Associates Corp
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AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
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|
MNDFX - MANNING & NAPIER FUND, INC. - Disciplined Value Series Class I
|
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Barnes Dennig Private Wealth Management LLC
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Encompass More Asset Management
|
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WPG Advisers, LLC
|
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|
ONEY - SPDR SERIES TRUST - SPDR Russell 1000 Yield Focus ETF
|
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|
WEQCX - Teton Westwood Funds - Teton Westwood Equity Fund Class C
|
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|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
|
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|
Independent Wealth Network Inc.
|
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|
PQIAX - PRINCIPAL FUNDS INC - Equity Income Fund formerly Equity Income Fund I Class A
|
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PABU - iSHARES TRUST - iShares Paris-Aligned Climate MSCI USA ETF
|
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|
Mariner, LLC
|
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|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
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|
Swiss National Bank
|
|
|
|
|
|
Victory Variable Insurance Funds II - Victory Pioneer Mid Cap Value VCT Portfolio Class I
|
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|
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
|
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|
Atria Wealth Solutions, Inc.
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Acadian Asset Management Llc
|
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New Age Alpha Advisors, LLC
|
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EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
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|
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|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
|
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|
CSM - PROSHARES TRUST - ProShares Large Cap Core Plus
|
|
|
|
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|
VFMV - VANGUARD WELLINGTON FUND - Vanguard U.S. Minimum Volatility ETF ETF Shares
|
|
|
|
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|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
|
|
|
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|
Parkside Financial Bank & Trust
|
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|
Kornitzer Capital Management Inc /ks
|
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MOTE - VanEck ETF Trust - VanEck Morningstar ESG Moat ETF
|
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|
Settian Capital LP
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
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|
Natixis Advisors, L.p.
|
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Ramirez Asset Management, Inc.
|
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MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
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|
American Capital Advisory, LLC
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|
Schulhoff & Co Inc
|
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Capital Fund Management S.a.
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Fundamentun, Llc
|
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Barclays Plc
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Country Club Bank /gfn
|
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Marquette Asset Management, LLC
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Wells Fargo & Company/mn
|
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PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
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KXI - iSHARES TRUST - iShares Global Consumer Staples ETF
|
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|
Louisiana State Employees Retirement System
|
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|
Promethium Advisors,llc
|
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|
Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a)
|
|
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GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
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|
FineMark National Bank & Trust
|
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|
CI Private Wealth, LLC
|
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ICICI Prudential Asset Management Co Ltd
|
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Profund Advisors Llc
|
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SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
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|
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
|
|
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|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
|
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|
Lowe Brockenbrough & Co Inc
|
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|
Quantinno Capital Management LP
|
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|
RiverFront Investment Group, LLC
|
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|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
|
|
|
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|
Townsquare Capital Llc
|
|
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|
|
|
FCFY - FIRST TRUST EXCHANGE-TRADED FUND - First Trust S&P 500 Diversified Free Cash Flow ETF
|
|
|
|
|
|
Valley National Advisers Inc
|
|
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|
|
|
Sumitomo Life Insurance Co
|
|
|
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|
Mutual Of America Capital Management Llc
|
|
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|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
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|
Banque Cantonale Vaudoise
|
|
|
|
|
|
CRFRX - CALVERT SOCIAL INVESTMENT FUND - Calvert Focused Value Fund Class R6
|
|
|
|
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|
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class
|
|
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|
American National Bank
|
|
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|
USMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA ETF
|
|
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|
Traphagen Investment Advisors Llc
|
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|
Archer Investment Corp
|
|
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|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
WPGHX - RBB FUND, INC. - WPG Partners Select Hedged Fund Institutional
|
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|
Oxler Private Wealth LLC
|
|
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|
Arkadios Wealth Advisors
|
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|
Texas Capital Bank Wealth Management Services Inc
|
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|
Johnson Financial Group, Inc.
|
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|
Sentry Investment Management Llc
|
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|
Deseret Mutual Benefit Administrators
|
|
|
|
|
|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
|
|
|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
|
|
|
|
|
VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares
|
|
|
|
|
|
DRH Investments, Inc.
|
|
|
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|
|
Planned Solutions, Inc.
|
|
|
|
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|
CENTRAL TRUST Co
|
|
|
|
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|
VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares
|
|
|
|
|
|
Cacti Asset Management Llc
|
|
|
|
|
|
W.G. Shaheen & Associates DBA Whitney & Co
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
|
|
|
|
Kcm Investment Advisors Llc
|
|
|
|
|
|
Opus Capital Group, LLC
|
|
|
|
|
|
Wood Tarver Financial Group, LLC
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
CBLS - Elevation Series Trust - Clough Hedged Equity ETF
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
|
|
|
|
|
LMRNX - Advisor Managed Portfolios - 1919 Socially Responsive Balanced Fund Class I
|
|
|
|
|
|
Centiva Capital, LP
|
|
|
|
|
|
MorganRosel Wealth Management, LLC
|
|
|
|
|
|
QRVLX - FPA FUNDS TRUST - FPA Queens Road Value Fund
|
|
|
|
|
|
GSRAX - GOLDMAN SACHS TRUST - Goldman Sachs Rising Dividend Growth Fund Class A
|
|
|
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
|
|
|
|
|
|
GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF
|
|
|
|
|
|
Knollwood Investment Advisory, LLC
|
|
|
|
|
|
Arete Wealth Advisors, LLC
|
|
|
|
|
|
BHBFX - MADISON FUNDS - Madison Dividend Income Fund Dividend Income Fund Class Y
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
Cary Street Partners Financial Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB
|
|
|
|
|
|
Cornerstone Advisors, LLC
|
|
|
|
|
|
LaFleur & Godfrey LLC
|
|
|
|
|
|
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
BVPIX - FORUM FUNDS II - Baywood ValuePlus Fund Institutional Shares
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
|
|
|
|
|
|
Change Path, LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a)
|
|
|
|
|
|
Davis R M Inc
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
Douglass Winthrop Advisors, LLC
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
Moloney Securities Asset Management, LLC
|
|
|
|
|
|
SWAN Capital LLC
|
|
|
|
|
|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
Ostrum Asset Management
|
|
|
|
|
|
Lindsell Train Ltd
|
|
|
|
|
|
Global X Japan Co., Ltd.
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
|
|
|
|
|
TCTC Holdings, LLC
|
|
|
|
|
|
Cornerstone Strategic Value Fund Inc
|
|
|
|
|
|
MVAL - VanEck ETF Trust - VanEck Morningstar Wide Moat Value ETF
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
Traub Capital Management LLC
|
|
|
|
|
|
EHSTX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Large-Cap Value Fund Class A
|
|
|
|
|
|
Commonwealth Retirement Investments LLC
|
|
|
|
|
|
Nbt Bank N A /ny
|
|
|
|
|
|
Wellington Shields & Co., LLC
|
|
|
|
|
|
Siemens Fonds Invest GmbH
|
|
|
|
|
|
BQMGX - TRUST FOR PROFESSIONAL MANAGERS - Bright Rock Mid Cap Growth Fund Institutional Class Shares
|
|
|
|
|
|
Beverly Hills Private Wealth, LLC
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
Laurel Wealth Advisors LLC
|
|
|
|
|
|
Ambassador Advisors, LLC
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
Palisade Asset Management, LLC
|
|
|
|
|
|
MBOX - Alpha Architect ETF Trust - Freedom Day Dividend ETF
|
|
|
|
|
|
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund
|
|
|
|
|
|
United Community Bank
|
|
|
|
|
|
Hudock, Inc.
|
|
|
|
|
|
PFS Partners, LLC
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
Lvm Capital Management Ltd/mi
|
|
|
|
|
|
Longfellow Investment Management Co Llc
|
|
|
|
|
|
Pinnacle Associates Ltd
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
Tableaux Llc
|
|
|
|
|
|
Select Asset Management & Trust
|
|
|
|
|
|
Delta Asset Management Llc/tn
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB
|
|
|
|
|
|
Clough Global Dividend & Income Fund
|
|
|
|
|
|
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
|
|
|
|
|
|
Trifecta Capital Advisors, LLC
|
|
|
|
|
|
IMA Wealth, Inc.
|
|
|
|
|
|
Howland Capital Management Llc
|
|
|
|
|
|
Novare Capital Management Llc
|
|
|
|
|
|
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
|
|
|
|
|
|
Chilton Capital Management Llc
|
|
|
|
|
|
J2 Capital Management Inc
|
|
|
|
|
|
Arnhold LLC
|
|
|
|
|
|
Hollencrest Capital Management
|
|
|
|
|
|
BPLSX - RBB FUND, INC. - Boston Partners Long/Short Equity Fund INSTITUTIONAL
|
|
|
|
|
|
Mawer Investment Management Ltd.
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
AVMC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Equity ETF
|
|
|
|
|
|
NCEGX - NORTH COUNTRY FUNDS - The North Country Equity Growth Fund
|
|
|
|
|
|
Van Hulzen Asset Management, LLC
|
|
|
|
|
|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
|
|
|
|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
|
|
|
|
HBK Sorce Advisory LLC
|
|
|
|
|
|
LifeGuide Financial Advisors, LLC
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
Cary Street Partner Investment Advisory Llc
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
|
AlphaCore Capital LLC
|
|
|
|
|
|
CGGE - Capital Group Global Equity ETF - Capital Group Global Equity ETF Share Class
|
|
|
|
|
|
Wolf Group Capital Advisors
|
|
|
|
|
|
SILVX - RBB FUND, INC. - SGI U.S. Large Cap Equity Fund Class I
|
|
|
|
|
|
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF
|
|
|
|
|
|
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
West Michigan Advisors, Llc
|
|
|
|
|
|
TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class
|
|
|
|
|
|
ISAM Funds (UK) Ltd
|
|
|
|
|
|
Dakota Wealth Management
|
|
|
|
|
|
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
VSNGX - JPMorgan Trust I - JPMorgan Mid Cap Equity Fund Class I
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund
|
|
|
|
|
|
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF
|
|
|
|
|
|
Sigma Planning Corp
|
|
|
|
|
|
IMCG - iSHARES TRUST - iShares Morningstar Mid-Cap Growth ETF
|
|
|
|
|
|
Econ Financial Services Corp
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
|
|
|
|
Swedbank AB
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
Hudson Bay Capital Management LP
|
|
|
|
|
|
DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
SCLZ - NORTHERN LIGHTS FUND TRUST III - Swan Enhanced Dividend Income ETF
|
|
|
|
|
|
ENDW - EA Series Trust - Cambria Endowment Style ETF
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
|
|
|
|
|
Yacktman Asset Management Lp
|
|
|
|
|
|
Colonial Trust Advisors
|
|
|
|
|
|
Allianz Se
|
|
|
|
|
|
Flagship Harbor Advisors, Llc
|
|
|
|
|
|
EQTIX - SHELTON FUNDS - Shelton Core Value Fund Direct Shares
|
|
|
|
|
|
BLB&B Advisors, LLC
|
|
|
|
|
|
Klingman & Associates, LLC
|
|
|
|
|
|
Brevan Howard Capital Management LP
|
|
|
|
|
|
Hager Investment Management Services, Llc
|
|
|
|
|
|
Hoertkorn Richard Charles
|
|
|
|
|
|
Madison Covered Call & Equity Strategy Fund
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
|
|
|
|
|
AASCX - THRIVENT MUTUAL FUNDS - Thrivent Mid Cap Stock Fund Class A
|
|
|
|
|
|
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
Spdr S&p 500 Etf Trust
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
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Susquehanna Fundamental Investments, Llc
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Vanguard Group Inc
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Delta Accumulation, LLC
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Heritage Investment Group, Inc.
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NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
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AVLVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value Fund Institutional Class
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Virtu Financial LLC
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ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
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CORDA Investment Management, LLC.
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Amundi
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FMDE - FIDELITY COVINGTON TRUST - Fidelity Enhanced Mid Cap ETF
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REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y
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IMC-Chicago, LLC
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Nbc Securities, Inc.
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Satovsky Asset Management Llc
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Ameriflex Group, Inc.
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Miracle Mile Advisors, LLC
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SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
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State of Tennessee, Treasury Department
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Monetary Management Group Inc
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Mercer Global Advisors Inc /adv
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Bradley Foster & Sargent Inc/ct
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Culbertson A N & Co Inc
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Drucker Wealth 3.0, LLC
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HSAFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Allocation Fund
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Guggenheim Strategic Opportunities Fund
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ACWV - iShares, Inc. - iShares Edge MSCI Min Vol Global ETF
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TFPN - Tidal Trust II - Blueprint Chesapeake Multi-Asset Trend ETF
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VCULX - VALIC Co I - Growth Fund
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RB Capital Management, LLC
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BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
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Schroder Investment Management Group
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Bridge Creek Capital Management LLC
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JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A)
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Inscription Capital, LLC
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Maryland Capital Advisors Inc.
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TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
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Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
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Woodline Partners LP
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Granite Harbor Advisors, Inc.
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IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
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St. James Investment Company, LLC
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Integrated Wealth Concepts LLC
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Duncker Streett & Co Inc
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EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
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Next Level Private LLC
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Canada Post Corp Registered Pension Plan
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Cape Cod Five Cents Savings Bank
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Diligent Investors, LLC
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RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
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Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
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Chevy Chase Trust Holdings, Inc.
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Aviva Plc
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Mb, Levis & Associates, Llc
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Wealthspire Advisors, LLC
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Westhampton Capital, LLC
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AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
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Markel Corp
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Transamerica Financial Advisors, Inc.
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BI Asset Management Fondsmaeglerselskab A/S
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MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
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London Co Of Virginia
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IVV - iSHARES TRUST - iShares Core S&P 500 ETF
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BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund
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GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
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EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
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Retirement Guys Formula Llc
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Obermeyer Wood Investment Counsel, Lllp
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Ignite Planners, LLC
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Private Trust Co Na
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Scotia Capital Inc.
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VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
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Ascent Group, LLC
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MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
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Peoples Bank/KS
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Aaron Wealth Advisors LLC
|
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DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Growth Portfolio Institutional Class
|
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Css Llc/il
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Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
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Amica Mutual Insurance Co
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TWEIX - American Century Capital Portfolios Inc - Equity Income Fund Investor Class
|
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Agf Management Ltd
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Signature Wealth Management Group
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FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
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Bank Of Montreal /can/
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FDIV - EA Series Trust - MarketDesk Focused U.S. Dividend ETF
|
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Susquehanna Portfolio Strategies, LLC
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Wedbush Securities Inc
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Woodmont Investment Counsel Llc
|
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FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class
|
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SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
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ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A
|
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GVLU - Tidal ETF Trust - Gotham 1000 Value ETF
|
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DIVZ - Listed Funds Trust - TrueShares Low Volatility Equity Income ETF
|
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|
VSMV - Victory Portfolios II - VictoryShares US Multi-Factor Minimum Volatility ETF
|
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|
Foster Victor Wealth Advisors, LLC
|
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Nordwand Advisors, LLC
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HLIEX - JPMORGAN TRUST II - JPMorgan Equity Income Fund Class I
|
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|
PJDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON RISING DIVIDEND FUND Class A
|
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Allegheny Financial Group LTD
|
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|
J.P. Marvel Investment Advisors, LLC
|
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Equity Investment Corp
|
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|
Capital Research Global Investors
|
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PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
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|
Philadelphia Trust Co
|
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|
Zrc Wealth Management, Llc
|
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|
Allspring Global Investments Holdings, LLC
|
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|
Bay Harbor Wealth Management, LLC
|
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|
Toroso Investments, LLC
|
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Cornerstone Total Return Fund Inc
|
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|
Weatherly Asset Management L. P.
|
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Lindbrook Capital, Llc
|
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|
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F
|
|
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|
|
Financial Management Professionals, Inc.
|
|
|
|
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|
Baird Financial Group, Inc.
|
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|
West Branch Capital LLC
|
|
|
|
|
|
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
|
|
|
|
|
|
Advisors Capital Management, LLC
|
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|
|
|
Great Valley Advisor Group, Inc.
|
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|
Hartford Financial Management Inc.
|
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|
Massmutual Trust Co Fsb/adv
|
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|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
|
|
|
|
|
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund
|
|
|
|
|
|
Indiana Trust & Investment Management CO
|
|
|
|
|
|
UPSD - ETF Series Solutions - Aptus Large Cap Upside ETF
|
|
|
|
|
|
Franklin Street Advisors Inc /nc
|
|
|
|
|
|
Ferguson Wellman Capital Management, Inc
|
|
|
|
|
|
Williams Jones Wealth Management, LLC.
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
Wendell David Associates Inc
|
|
|
|
|
|
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
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|
|
|
|
Procyon Private Wealth Partners, LLC
|
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|
|
|
|
UMA Financial Services, Inc.
|
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|
|
Smart Money Group LLC
|
|
|
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|
|
Aqr Capital Management Llc
|
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|
|
Baader Bank INC
|
|
|
|
|
|
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
|
|
|
|
|
Pacific Center for Financial Services
|
|
|
|
|
|
WFA of San Diego, LLC
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
Securian Asset Management, Inc
|
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|
|
|
|
Triangle Securities Wealth Management
|
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|
|
|
|
Azimuth Capital Investment Management LLC
|
|
|
|
|
|
Ingalls & Snyder Llc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
|
|
LOGOX - ADVISORS SERIES TRUST - Scharf Multi-Asset Opportunity Fund Institutional Class
|
|
|
|
|
|
Robertson Stephens Wealth Management, LLC
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
Intelligent Financial Strategies
|
|
|
|
|
|
Tax-Managed Value Portfolio - Tax-Managed Value Portfolio
|
|
|
|
|
|
Close Asset Management Ltd
|
|
|
|
|
|
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
|
|
|
|
|
Panagora Asset Management Inc
|
|
|
|
|
|
Safe Harbor Fiduciary, LLC
|
|
|
|
|
|
QLV - FlexShares Trust - FlexShares US Quality Low Volatility Index Fund
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Morningstar SMID Moat Focus Index Fund (I)
|
|
|
|
|
|
Enhancing Capital LLC
|
|
|
|
|
|
Daiwa Securities Group Inc.
|
|
|
|
|
|
FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund
|
|
|
|
|
|
Adalta Capital Management LLC
|
|
|
|
|
|
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
Asset Planning,Inc
|
|
|
|
|
|
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
|
|
|
|
|
|
Axa S.a.
|
|
|
|
|
|
National Pension Service
|
|
|
|
|
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
|
|
|
|
|
Elevation Series Trust - The Opal Dividend Income ETF
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
Rakuten Securities, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
DURPX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. High Relative Profitability Portfolio Institutional Class
|
|
|
|
|
|
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio
|
|
|
|
|
|
Capital Group Private Client Services, Inc.
|
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|
|
|
|
Tectonic Advisors Llc
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
MGRO - VanEck ETF Trust - VanEck Morningstar Wide Moat Growth ETF
|
|
|
|
|
|
Barrett & Company, Inc.
|
|
|
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA Opportunity Fund Class C
|
|
|
|
|
|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
|
|
|
IVOAX - IVY FUNDS - Ivy Mid Cap Income Opportunities Fund Class A
|
|
|
|
|
|
Money Concepts Capital Corp
|
|
|
|
|
|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
China Universal Asset Management Co., Ltd.
|
|
|
|
|
|
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class
|
|
|
|
|
|
TNBIX - 1290 Funds - 1290 SmartBeta Equity Fund Class I
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
Heartland Advisors Inc
|
|
|
|
|
|
FXG - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Staples AlphaDEX Fund
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
Chicago Partners Investment Group LLC
|
|
|
|
|
|
City State Bank
|
|
|
|
|
|
FDVV - FIDELITY COVINGTON TRUST - Fidelity High Dividend ETF
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
Outlook Wealth Advisors, LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
|
|
|
|
|
Putnam Funds Trust - Putnam Multi-cap Core Fund Class A
|
|
|
|
|
|
Midland Wealth Advisors Llc
|
|
|
|
|
|
Rockland Trust Co
|
|
|
|
|
|
Frazier Financial Advisors, LLC
|
|
|
|
|
|
West Oak Capital, LLC
|
|
|
|
|
|
Kestra Investment Management, LLC
|
|
|
|
|
|
Bingham Private Wealth, Llc
|
|
|
|
|
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
|
|
|
|
Skba Capital Management Llc
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Vermillion & White Wealth Management Group, LLC
|
|
|
|
|
|
Strategic Family Wealth Counselors, L.L.C.
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
Entropy Technologies, LP
|
|
|
|
|
|
DAEIX - UNIFIED SERIES TRUST - Dean Equity Income Fund
|
|
|
|
|
|
Kozak & Associates, Inc.
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
NorthCrest Asset Manangement, LLC
|
|
|
|
|
|
Pvg Asset Management Corp
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1
|
|
|
|
|
|
Blue Edge Capital, LLC
|
|
|
|
|
|
Boreal Capital Management LLC
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
Victory Variable Insurance Funds II - Victory Pioneer Equity Income VCT Portfolio Class I
|
|
|
|
|
|
IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I
|
|
|
|
|
|
DHS - WisdomTree Trust - WisdomTree U.S. High Dividend Fund N/A
|
|
|
|
|
|
Royal London Asset Management Ltd
|
|
|
|
|
|
NewEdge Wealth, LLC
|
|
|
|
|
|
Argyle Capital Management Inc.
|
|
|
|
|
|
O'Brien Greene & Co. Inc
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
|
|
|
|
Bank of Jackson Hole Trust
|
|
|
|
|
|
SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF
|
|
|
|
|
|
Fruth Investment Management
|
|
|
|
|
|
Berkshire Asset Management Llc/pa
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
Silver Coast Investments LLC
|
|
|
|
|
|
Moran Wealth Management, LLC
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
ULTRA SERIES FUND - Large Cap Value Fund Class I
|
|
|
|
|
|
Kelly Lawrence W & Associates Inc/ca
|
|
|
|
|
|
Wealth Group, Ltd.
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
Klein Pavlis & Peasley Financial, Inc.
|
|
|
|
|
|
Logan Capital Management Inc
|
|
|
|
|
|
Summit Financial, LLC
|
|
|
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
|
|
|
|
|
WealthTrak Capital Management LLC
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
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|
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|
Hughes Financial Services, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
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|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
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|
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|
|
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Consumer Products Fund Variable Annuity
|
|
|
|
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|
Torno Capital, Llc
|
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|
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|
MNHCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Maximum Term Series Class L
|
|
|
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|
Orion Investment Co
|
|
|
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|
USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF
|
|
|
|
|
|
Evolution Advisers, Inc.
|
|
|
|
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|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
|
|
|
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|
Arizona State Retirement System
|
|
|
|
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|
Roundview Capital LLC
|
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|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
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|
Comprehensive Financial Planning, Inc./PA
|
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|
HB Wealth Management, LLC
|
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|
Vident Advisory, LLC
|
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Burns J W & Co Inc/ny
|
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IMG Wealth Management, Inc.
|
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Shelton Capital Management
|
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DekaBank Deutsche Girozentrale
|
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Axxcess Wealth Management, Llc
|
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Essex Financial Services, Inc.
|
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Stonebridge Financial Group, LLC
|
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Intrust Bank Na
|
|
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Dearborn Partners Llc
|
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|
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XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
|
|
|
|
|
IWP - iSHARES TRUST - iShares Russell Mid-Cap Growth ETF
|
|
|
|
|
|
FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF
|
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|
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|
|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund
|
|
|
|
|
|
Financial Avengers, Inc.
|
|
|
|
|
|
Mraz, Amerine & Associates, Inc.
|
|
|
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|
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
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|
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|
VCGAX - VALIC Co I - Growth & Income Fund
|
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ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
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|
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|
McIlrath & Eck, LLC
|
|
|
|
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Signaturefd, Llc
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
|
|
Cascades Capital Asset Management, LLC
|
|
|
|
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|
Barr E S & Co
|
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|
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|
Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K
|
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|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
North Star Investment Management Corp.
|
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|
|
HighPoint Advisor Group LLC
|
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|
Fullcircle Wealth Llc
|
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Ledyard National Bank
|
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|
Lombard Odier Asset Management (Switzerland) SA
|
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Livforsakringsbolaget Skandia, Omsesidigt
|
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|
Grandfield & Dodd, Llc
|
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RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF
|
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|
Quarry LP
|
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|
Fiduciary Financial Group, Llc
|
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Orrstown Financial Services Inc
|
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|
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
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IYK - iSHARES TRUST - iShares U.S. Consumer Goods ETF
|
|
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|
Glenmede Investment Management, LP
|
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OWTEX - OLD WESTBURY FUNDS INC - Old Westbury Total Equity Fund
|
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|
|
PayPay Securities Corp
|
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|
SRS Capital Advisors, Inc.
|
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|
|
Parvin Asset Management, LLC
|
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|
|
Nomura Holdings Inc
|
|
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|
Ashton Thomas Private Wealth, LLC
|
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|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
|
|
|
|
Northstar Asset Management Llc
|
|
|
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|
|
Concurrent Investment Advisors, LLC
|
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|
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Common Stock Portfolio Initial Class
|
|
|
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
|
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|
|
|
Lcnb Corp
|
|
|
|
|
|
Philip James Wealth Mangement, LLC
|
|
|
|
|
|
Lantz Financial LLC
|
|
|
|
|
|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
|
|
|
|
|
Pinnacle West Asset Management, Inc.
|
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|
|
|
|
Proffitt & Goodson Inc
|
|
|
|
|
|
Navellier & Associates Inc
|
|
|
|
|
|
Old National Bancorp /in/
|
|
|
|
|
|
Hartford Investment Management Co
|
|
|
|
|
|
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Domestic Equity Portfolio
|
|
|
|
|
|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
First National Bank & Trust Co Of Newtown
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
Value Partners Investments Inc.
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
|
|
|
|
|
Principle Wealth Partners Llc
|
|
|
|
|
|
Sanibel Captiva Trust Company, Inc.
|
|
|
|
|
|
Global View Capital Management LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
|
|
|
|
STXD - EA Series Trust - Strive 1000 Dividend Growth ETF
|
|
|
|
|
|
Northeast Investment Management
|
|
|
|
|
|
Jacobi Capital Management LLC
|
|
|
|
|
|
Pinnacle Holdings, LLC
|
|
|
|
|
|
Sittner & Nelson, Llc
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
Rooted Wealth Advisors, Inc.
|
|
|
|
|
|
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
|
|
|
|
|
|
JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
Hazlett, Burt & Watson, Inc.
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
PENN SERIES FUNDS INC - Large Core Value Fund
|
|
|
|
|
|
Insigneo Advisory Services, Llc
|
|
|
|
|
|
Insight Advisors, LLC/ PA
|
|
|
|
|
|
GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF
|
|
|
|
|
|
Raiffeisen Bank International AG
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
|
|
|
|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
|
|
|
|
|
Stuart Chaussee & Associates, Inc.
|
|
|
|
|
|
Blackhill Capital Inc
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
MCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Mid Core ETF
|
|
|
|
|
|
CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF
|
|
|
|
|
|
LVHD - Legg Mason ETF Investment Trust - Legg Mason Low Volatility High Dividend ETF
|
|
|
|
|
|
Weiss Asset Management LP
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF
|
|
|
|
|
|
LKBLX - Managed Portfolio Series - LK Balanced Fund Institutional Class
|
|
|
|
|
|
JMIVX - JANUS INVESTMENT FUND - Janus Henderson Mid Cap Value Fund Class L
|
|
|
|
|
|
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
Waters Parkerson & Co., Llc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class
|
|
|
|
|
|
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
|
|
|
|
|
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF
|
|
|
|
|
|
Nissay Asset Management Corp /japan/ /adv
|
|
|
|
|
|
FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund
|
|
|
|
|
|
Binnacle Investments Inc
|
|
|
|
|
|
PineBridge Investments, L.P.
|
|
|
|
|
|
Profunds - Profund Vp Bull
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
|
|
|
|
|
SCS Capital Management LLC
|
|
|
|
|
|
AUXAX - FORUM FUNDS - Auxier Focus Fund A Shares
|
|
|
|
|
|
Investment Research & Advisory Group, Inc.
|
|
|
|
|
|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
|
|
|
|
Freestone Grove Partners LP
|
|
|
|
|
|
IFS Advisors, LLC
|
|
|
|
|
|
Virginia Wealth Management Group, Inc.
|
|
|
|
|
|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
|
|
|
|
DNLDX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Active MidCap Fund Class A
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
JPME - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF
|
|
|
|
|
|
JNL SERIES TRUST - JNL/AQR Large Cap Defensive Style Fund (I)
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
Salomon & Ludwin, LLC
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund
|
|
|
|
|
|
Midwest Trust Co
|
|
|
|
|
|
MOAT - VanEck Vectors ETF Trust - VanEck Vectors Morningstar Wide Moat ETF
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
LOGIX - ADVISORS SERIES TRUST - Scharf Fund Institutional Class
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
Dillon & Associates Inc
|
|
|
|
|
|
Brookstone Capital Management
|
|
|
|
|
|
Mitchell Sinkler & Starr/pa
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
|
|
|
|
|
|
Inkwell Capital Llc
|
|
|
|
|
|
Lincoln Capital LLC
|
|
|
|
|
|
Clearview Wealth Advisors LLC
|
|
|
|
|
|
Two Sigma Securities, Llc
|
|
|
|
|
|
Gries Financial Llc
|
|
|
|
|
|
Armis Advisers, LLC
|
|
|
|
|
|
Parallax Volatility Advisers, L.P.
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
Dorsey & Whitney Trust CO LLC
|
|
|
|
|
|
Bangor Savings Bank
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Rexford Capital Inc
|
|
|
|
|
|
AUENX - AQR Funds - AQR Large Cap Defensive Style Fund Class N
|
|
|
|
|
|
Silverlake Wealth Management Llc
|
|
|
|
|
|
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV
|
|
|
|
|
|
KG&L Capital Management,LLC
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
Mbb Public Markets I Llc
|
|
|
|
|
|
Beaumont Financial Advisors, LLC
|
|
|
|
|
|
Point72 Asset Management, L.P.
|
|
|
|
|
|
Vermillion Wealth Management, Inc.
|
|
|
|
|
|
CNPIX - Profunds - Consumer Goods Ultrasector Profund Investor Class
|
|
|
|
|
|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
|
|
|
|
Occidental Asset Management, LLC
|
|
|
|
|
|
Ridgewood Investments LLC
|
|
|
|
|
|
Mn Services Vermogensbeheer B.V.
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Janus Henderson U.S. Low Volatility Portfolio
|
|
|
|
|
|
Profunds - Profund Vp Ultrabull
|
|
|
|
|
|
Kentucky Retirement Systems
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
Zacks Trust - Zacks All-Cap Core Fund Institutional Class Shares
|
|
|
|
|
|
Tower Bridge Advisors
|
|
|
|
|
|
Robeco Institutional Asset Management B.V.
|
|
|
|
|
|
New Mexico Educational Retirement Board
|
|
|
|
|
|
Kennon-Green & Company, LLC
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
Crawford Fund Management, LLC
|
|
|
|
|
|
Connors Investor Services Inc
|
|
|
|
|
|
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A
|
|
|
|
|
|
Forsta Ap-fonden
|
|
|
|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
FRNKX - FRANK FUNDS - Frank Value Fund INVESTOR CLASS
|
|
|
|
|
|
Farringdon Capital, Ltd.
|
|
|
|
|
|
Optivise Advisory Services LLC
|
|
|
|
|
|
ASR Vermogensbeheer N.V.
|
|
|
|
|
|
HSGFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Growth Fund
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
|
|
|
|
|
|
Avantra Family Wealth, Inc.
|
|
|
|
|
|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
|
|
|
|
|
Salvus Wealth Management, LLC
|
|
|
|
|
|
Cardiff Park Advisors, Llc
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A
|
|
|
|
|
|
4wealth Advisors, Inc.
|
|
|
|
|
|
Berkshire Bank
|
|
|
|
|
|
Hixon Zuercher, LLC
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
CAPE - DoubleLine ETF Trust - DoubleLine Shiller CAPE U.S. Equities ETF
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
Journey Advisory Group, LLC
|
|
|
|
|
|
BKD Wealth Advisors, LLC
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
Level Four Advisory Services, Llc
|
|
|
|
|
|
ACVF - ETF Opportunities Trust - American Conservative Values ETF
|
|
|
|
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SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
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Price T Rowe Associates Inc /md/
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Two Sigma Investments, Lp
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1620 Investment Advisors, Inc.
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Warren Averett Asset Management, LLC
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Prospera Financial Services Inc
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WSEFX - BOSTON TRUST WALDEN FUNDS - Walden Equity Fund
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PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
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ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
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Chiron Capital Management, Llc
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Elkhorn Partners Limited Partnership
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GWM Advisors LLC
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MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
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WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
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Core Alternative Capital
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UGE - PROSHARES TRUST - ProShares Ultra Consumer Goods
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NXTI - Simplify Exchange Traded Funds - Simplify Next Intangible Core Index ETF
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Tobam
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Steward Partners Investment Advisory, Llc
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DGEFX - Brinker Capital Destinations Trust - Destinations Equity Income Fund Class I
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JAMVX - JANUS ASPEN SERIES - Janus Henderson Mid Cap Value Portfolio Service Shares
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Lawson Kroeker Investment Management Inc/ne
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LFA - Lugano Financial Advisors SA
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BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
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MFS VARIABLE INSURANCE TRUST III - MFS Mid Cap Value Portfolio Initial Class
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PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
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Wiley Bros.-aintree Capital, Llc
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SNS Financial Group, LLC
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Csenge Advisory Group
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J.w. Cole Advisors, Inc.
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LRI Investments, LLC
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State Street Corp
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TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
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DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Dividend Value Managed Volatility Fund Standard Class
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Chapin Davis, Inc.
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Ogorek Anthony Joseph /ny/ /adv
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Eqis Capital Management, Inc.
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QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares
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Brinker Capital Investments, LLC
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Rsm Us Wealth Management Llc
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Baillie Gifford & Co
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True Wealth Design, LLC
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Macquarie Group Ltd
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Eagle Global Advisors Llc
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Rise Advisors, LLC
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SIXL - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Low Beta Equity Strategy ETF
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Moneta Group Investment Advisors Llc
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Founders Financial Securities Llc
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NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
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NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF
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Grove Bank & Trust
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MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
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Front Street Capital Management, Inc.
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DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
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Dimensional Fund Advisors Lp
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THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
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Rhumbline Advisers
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PEQIX - PIONEER EQUITY INCOME FUND - Pioneer Equity Income Fund : Class A
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International Private Wealth Advisors LLC
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OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
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Independent Advisor Alliance
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Blair William & Co/il
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VMGIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Growth Index Fund Investor Shares
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BTS Asset Management, Inc.
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R.H. Dinel Investment Counsel, Inc.
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Accuvest Global Advisors
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Glenmede Trust Co Na
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Advisors Preferred, LLC
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EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IB
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Public Employees Retirement Association Of Colorado
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Smithfield Trust Co
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WealthTrust Axiom LLC
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Greenleaf Trust
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TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A
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Credit Agricole S A
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Somerville Kurt F
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B&D White Capital Company, LLC
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PFG Investments, LLC
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Mount Yale Investment Advisors, LLC
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Tocqueville Asset Management L.p.
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Thrivent Financial For Lutherans
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GFG Capital, LLC
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SOUTH STATE Corp
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Aprio Wealth Management, LLC
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Wealth Enhancement Advisory Services, Llc
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FIRST TRUST VARIABLE INSURANCE TRUST - First Trust/Dow Jones Dividend & Income Allocation Portfolio Class I
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Farther Finance Advisors, LLC
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Piscataqua Savings Bank
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Stephens Inc /ar/
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CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class
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