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Mark Sheptoff Financial Planning, Llc
|
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|
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|
VSM Wealth Advisory, LLC
|
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|
BlackRock, Inc.
|
|
|
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|
Riggs Asset Managment Co. Inc.
|
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|
Principia Wealth Advisory, LLC
|
|
|
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|
Roxbury Financial LLC
|
|
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|
PXSCX - PAX WORLD FUNDS SERIES TRUST I - Pax Small Cap Fund Investor Class
|
|
|
|
|
|
ASGCX - ALLSPRING FUNDS TRUST - Allspring Global Long/Short Equity Fund Class C
|
|
|
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|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
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|
SOL Capital Management CO
|
|
|
|
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|
ZVGIX - Advisor Managed Portfolios - Zevenbergen Genea Fund Institutional Class
|
|
|
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|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
Vicus Capital
|
|
|
|
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|
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
|
|
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|
Clean Yield Group
|
|
|
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|
Capital Analysts, Inc.
|
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|
Westwood Holdings Group Inc
|
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|
Arizona State Retirement System
|
|
|
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|
Family Legacy Financial Solutions, LLC
|
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|
Millennium Management Llc
|
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|
Brinker Capital Investments, LLC
|
|
|
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|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
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|
NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares
|
|
|
|
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|
Grey Fox Wealth Advisors, LLC
|
|
|
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|
UPGR - DBX ETF TRUST - Xtrackers US Green Infrastructure Select Equity ETF
|
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|
J.w. Cole Advisors, Inc.
|
|
|
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HSGFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Growth Fund
|
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|
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|
Cwm, Llc
|
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|
Compagnie Lombard Odier SCmA
|
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State Street Corp
|
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Walleye Capital LLC
|
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Wedmont Private Capital
|
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FNX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Core AlphaDEX Fund
|
|
|
|
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|
Woodline Partners LP
|
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Chapman Financial Group, Llc
|
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KARS - Krane Shares Trust - KraneShares Electric Vehicles and Future Mobility Index ETF
|
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|
Ethos Financial Group, LLC
|
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|
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|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
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|
Manufacturers Life Insurance Company, The
|
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Pacific Center for Financial Services
|
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Groupama Asset Managment
|
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Cape Investment Advisory, Inc.
|
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Hilltop National Bank
|
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|
Berkshire Capital Holdings Inc
|
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Bradley & Co. Private Wealth Management, LLC
|
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|
Neo Ivy Capital Management
|
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POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
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|
|
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WPG Advisers, LLC
|
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ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock
|
|
|
|
|
|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund
|
|
|
|
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|
Pinney & Scofield, Inc.
|
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Gsa Capital Partners Llp
|
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|
Baillie Gifford & Co
|
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CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
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|
Police & Firemen's Retirement System of New Jersey
|
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|
Ostrum Asset Management
|
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|
Alps Advisors Inc
|
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Orion Capital Management LLC
|
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|
VCDAX - VANGUARD WORLD FUND - Vanguard Consumer Discretionary Index Fund Admiral Shares
|
|
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|
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|
Tortoise Investment Management, LLC
|
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|
Oliver Lagore Vanvalin Investment Group
|
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EHLS - Tidal Trust II - Even Herd Long Short ETF
|
|
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|
Manchester Capital Management LLC
|
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|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
Quest Partners LLC
|
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|
HITE Hedge Asset Management LLC
|
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|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
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|
AVMC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Equity ETF
|
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|
Country Trust Bank
|
|
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|
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|
Morgan Stanley
|
|
|
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|
|
Bokf, Na
|
|
|
|
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|
Hantz Financial Services, Inc.
|
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|
|
|
|
Independent Wealth Network Inc.
|
|
|
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|
Mutual Advisors, LLC
|
|
|
|
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|
CENTRAL TRUST Co
|
|
|
|
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|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
FAPNX - FIDELITY SUMMER STREET TRUST - Fidelity Healthy Future Fund Fidelity Advisor Healthy Future Fund: Class Z
|
|
|
|
|
|
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
FSLEX - FIDELITY SELECT PORTFOLIOS - Environment and Alternative Energy Portfolio
|
|
|
|
|
|
Pure Financial Advisors, Inc.
|
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|
Capital Fund Management S.a.
|
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|
Invesco Ltd.
|
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|
Pilgrim Partners Asia Pte Ltd
|
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|
|
Total Investment Management Inc
|
|
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|
Covestor Ltd
|
|
|
|
|
|
LGT Financial Advisors LLC
|
|
|
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|
|
PMV Capital Advisers, LLC
|
|
|
|
|
|
Camden Capital, LLC
|
|
|
|
|
|
Kiker Wealth Management, LLC
|
|
|
|
|
|
VISGX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Growth Index Fund Investor Shares
|
|
|
|
|
|
National Asset Management, Inc.
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
Everett Harris & Co /ca/
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
Mission Wealth Management, Lp
|
|
|
|
|
|
POAGX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Aggressive Growth Fund
|
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio
|
|
|
|
|
|
Element Pointe Advisors, Llc
|
|
|
|
|
|
Birchbrook, Inc.
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
VHCOX - VANGUARD HORIZON FUNDS - Vanguard Capital Opportunity Fund Investor Shares
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
GIMFX - GMO TRUST - GMO Implementation Fund
|
|
|
|
|
|
FAGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth Opportunities Fund Class A
|
|
|
|
|
|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
|
|
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
Freestone Capital Holdings, LLC
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
J. Goldman & Co LP
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Global Responsibility Equity Fund Class A
|
|
|
|
|
|
GHP Investment Advisors, Inc.
|
|
|
|
|
|
REAP Financial Group, LLC
|
|
|
|
|
|
BGGSX - BAILLIE GIFFORD FUNDS - Baillie Gifford U.S. Equity Growth Fund Institutional Class
|
|
|
|
|
|
Intech Investment Management Llc
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Atlas Capital Advisors Llc
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
KOMP - SPDR SERIES TRUST - SPDR S&P Kensho New Economies Composite ETF
|
|
|
|
|
|
Modern Wealth Management, LLC
|
|
|
|
|
|
Financial Network Wealth Management LLC
|
|
|
|
|
|
Renaissance Technologies Llc
|
|
|
|
|
|
Legacy Investment Solutions, LLC
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
Voya Prime Rate Trust
|
|
|
|
|
|
Aviva Plc
|
|
|
|
|
|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
|
|
|
|
Ritter Daniher Financial Advisory LLC / DE
|
|
|
|
|
|
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
MBL Wealth, LLC
|
|
|
|
|
|
Fishman Jay A Ltd/mi
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
Steel Peak Wealth Management LLC
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Transportation Fund Variable Annuity
|
|
|
|
|
|
WealthCollab, LLC
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
Nissay Asset Management Corp /japan/ /adv
|
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
MACGX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Discovery Portfolio Class A Shares
|
|
|
|
|
|
MEIFX - MERIDIAN FUND INC - MERIDIAN ENHANCED EQUITY FUND Legacy Class
|
|
|
|
|
|
Candriam Luxembourg S.C.A.
|
|
|
|
|
|
IMC-Chicago, LLC
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
Winton Capital Group Ltd
|
|
|
|
|
|
Bordeaux Wealth Advisors LLC
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
Clarity Asset Management, Inc.
|
|
|
|
|
|
CLNR - IndexIQ ETF Trust - IQ Cleaner Transport ETF
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
HCR Wealth Advisors
|
|
|
|
|
|
Prakash Investment Advisors Llc
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
Alan B. Lancz & Associates, Inc.
|
|
|
|
|
|
CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
New Millennium Group LLC
|
|
|
|
|
|
DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF
|
|
|
|
|
|
Impax Asset Management Group plc
|
|
|
|
|
|
Mb, Levis & Associates, Llc
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
FOKFX - FIDELITY SECURITIES FUND - Fidelity OTC K6 Portfolio
|
|
|
|
|
|
Royal London Asset Management Ltd
|
|
|
|
|
|
Blume Capital Management, Inc.
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
Bailard, Inc.
|
|
|
|
|
|
Mn Services Vermogensbeheer B.V.
|
|
|
|
|
|
Two Sigma Advisers, Lp
|
|
|
|
|
|
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF
|
|
|
|
|
|
ASR Vermogensbeheer N.V.
|
|
|
|
|
|
Battery Global Advisors, LLC
|
|
|
|
|
|
Forum Financial Management, LP
|
|
|
|
|
|
B. Metzler seel. Sohn & Co. AG
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
|
|
|
Employees Retirement System of Texas
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
|
|
|
|
|
Nvwm, Llc
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K
|
|
|
|
|
|
Baron Wealth Management LLC
|
|
|
|
|
|
BI Asset Management Fondsmaeglerselskab A/S
|
|
|
|
|
|
Vermillion Wealth Management, Inc.
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1
|
|
|
|
|
|
Valueworks Llc
|
|
|
|
|
|
Point72 Asset Management, L.P.
|
|
|
|
|
|
NZUS - SPDR SERIES TRUST - SPDR MSCI USA Climate Paris Aligned ETF
|
|
|
|
|
|
Sittner & Nelson, Llc
|
|
|
|
|
|
Bell & Brown Wealth Advisors, Llc
|
|
|
|
|
|
Gryphon Financial Partners LLC
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
Tableaux Llc
|
|
|
|
|
|
BUZZ - VanEck Vectors ETF Trust - VanEck Vectors Social Sentiment ETF
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
SummitTX Capital, L.P.
|
|
|
|
|
|
Bellevue Asset Management, Llc
|
|
|
|
|
|
MMGTX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Discovery Portfolio Class II
|
|
|
|
|
|
DHJJ Financial Advisors, Ltd.
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A
|
|
|
|
|
|
Great Lakes Advisors, Llc
|
|
|
|
|
|
Daiwa Securities Group Inc.
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
FNY - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Growth AlphaDEX Fund
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
Coastline Trust Co
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB
|
|
|
|
|
|
RMG Wealth Management LLC
|
|
|
|
|
|
Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
FSAVX - FIDELITY SELECT PORTFOLIOS - Automotive Portfolio
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
Mizuho Markets Americas Llc
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
|
|
|
|
LMR Partners LLP
|
|
|
|
|
|
Nbt Bank N A /ny
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
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GWM Advisors LLC
|
|
|
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|
|
CCSO - Tidal Trust II - Carbon Collective Climate Solutions U.S. Equity ETF
|
|
|
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|
|
Fourth Dimension Wealth, LLC
|
|
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|
|
FDETX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Capital Development Fund Class O
|
|
|
|
|
|
Amplify ETF Trust - Amplify Etho Climate Leadership U.S. ETF
|
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|
Banque Transatlantique SA
|
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|
Standard Life Aberdeen plc
|
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Swiss National Bank
|
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ExodusPoint Capital Management, LP
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Schroder Investment Management Group
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SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund
|
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|
Valeo Financial Advisors, LLC
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|
Bear Mountain Capital, Inc.
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Grove Bank & Trust
|
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|
Hoey Investments, Inc
|
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Creekmur Asset Management LLC
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Sagefield Capital LP
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BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
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Resources Investment Advisors, LLC.
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GMVAX - GOLDMAN SACHS TRUST - Goldman Sachs Small/Mid Cap Value Fund Class A
|
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Achmea Investment Management B.V.
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JNBA Financial Advisors
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Ensign Peak Advisors, Inc
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|
New York State Common Retirement Fund
|
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|
PrairieView Partners, LLC
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Equitable Holdings, Inc.
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AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
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Vontobel Holding Ltd.
|
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Hopwood Financial Services, Inc.
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FBCGX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth K6 Fund
|
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Addison Advisors LLC
|
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|
V-Square Quantitative Management LLC
|
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|
DB Fitzpatrick & Co, Inc
|
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Cetera Investment Advisers
|
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Proffitt & Goodson Inc
|
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Greenleaf Trust
|
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NXTE - Investment Managers Series Trust II - AXS Green Alpha ETF
|
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|
|
BGLTX - BAILLIE GIFFORD FUNDS - Baillie Gifford Long Term Global Growth Fund Class 2
|
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|
|
|
NXTV - Simplify Exchange Traded Funds - Simplify Next Intangible Value Index ETF
|
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|
FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund
|
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|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
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|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
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|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
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HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
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Parkside Financial Bank & Trust
|
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Signature Resources Capital Management, LLC
|
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SCHM - SCHWAB STRATEGIC TRUST - Schwab U.S. Mid-Cap ETF
|
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Rfg Holdings, Inc.
|
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Primecap Management Co/ca/
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KBC Group NV
|
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HSAFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Allocation Fund
|
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|
Blair William & Co/il
|
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Quantbot Technologies LP
|
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TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
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Rockefeller Capital Management L.P.
|
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HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
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REDWX - Aspiration Funds - Aspiration Redwood Fund
|
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SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
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Atticus Wealth Management, Llc
|
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Osterweis Capital Management Inc
|
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Sculptor Capital LP
|
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Amazon Com Inc
|
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|
Peterson Wealth Services
|
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First Horizon Advisors, Inc.
|
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Squarepoint Ops LLC
|
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Resources Management Corp /ct/ /adv
|
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Siemens Fonds Invest GmbH
|
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|
Tudor Investment Corp Et Al
|
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|
IQSM - IndexIQ ETF Trust - IQ Candriam ESG U.S. Mid Cap Equity ETF
|
|
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SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
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Verition Fund Management LLC
|
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Teachers Retirement System Of The State Of Kentucky
|
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SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF
|
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Principal Financial Group Inc
|
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|
Coldstream Capital Management Inc
|
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Amalgamated Bank
|
|
|
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|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
|
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|
Bangor Savings Bank
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
|
|
Evolution Advisers, Inc.
|
|
|
|
|
|
Sloy Dahl & Holst, LLC
|
|
|
|
|
|
BATT - Amplify ETF Trust - Amplify Advanced Battery Metals and Materials ETF
|
|
|
|
|
|
AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A
|
|
|
|
|
|
Hussman Strategic Advisors, Inc.
|
|
|
|
|
|
IDRV - iSHARES TRUST - iShares Self-Driving EV and Tech ETF
|
|
|
|
|
|
HAP Trading, LLC
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
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|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
|
|
|
|
|
Capital Markets Trading UK LLP
|
|
|
|
|
|
NULV - Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares
|
|
|
|
|
|
Limestone Investment Advisors LP
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
Hollencrest Capital Management
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
Private Wealth Advisors, LLC
|
|
|
|
|
|
Bernard Wealth Management Corp.
|
|
|
|
|
|
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund
|
|
|
|
|
|
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Oversea-Chinese Banking CORP Ltd
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
Nuveen S&p 500 Dynamic Overwrite Fund
|
|
|
|
|
|
Zrc Wealth Management, Llc
|
|
|
|
|
|
CBIZ Investment Advisory Services, LLC
|
|
|
|
|
|
Wolverine Asset Management Llc
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
FOCPX - FIDELITY SECURITIES FUND - Fidelity OTC Portfolio
|
|
|
|
|
|
GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
GK Wealth Management LLC
|
|
|
|
|
|
ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF
|
|
|
|
|
|
Ckw Financial Group
|
|
|
|
|
|
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
|
|
|
|
|
|
Skaana Management L.P.
|
|
|
|
|
|
EULAV Asset Management
|
|
|
|
|
|
McIlrath & Eck, LLC
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
Group One Trading, L.p.
|
|
|
|
|
|
Wellington Capital Management, Inc.
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
Ontario Teachers Pension Plan Board
|
|
|
|
|
|
Rafferty Asset Management, LLC
|
|
|
|
|
|
Avalon Trust Co
|
|
|
|
|
|
SSIJX - AMERICAN BEACON FUNDS - American Beacon SSI Alternative Income Fund Institutional Class
|
|
|
|
|
|
FLDZ - Listed Funds Trust - RiverNorth Patriot ETF
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
Strategic Investment Solutions, Inc. /IL
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A
|
|
|
|
|
|
Toth Financial Advisory Corp
|
|
|
|
|
|
Your Advocates Ltd., LLP
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
Erste Asset Management GmbH
|
|
|
|
|
|
Norges Bank
|
|
|
|
|
|
UEIPX - UBS FUNDS - UBS Engage For Impact Fund Class P
|
|
|
|
|
|
Graham Capital Management, L.P.
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
Manchester Global Management (UK) Ltd
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class
|
|
|
|
|
|
Kim, Llc
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
Rathbone Brothers plc
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A
|
|
|
|
|
|
Laurion Capital Management LP
|
|
|
|
|
|
BIVIX - NORTHERN LIGHTS FUND TRUST II - Invenomic Fund Institutional Class shares
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND III - Growth Opportunities Portfolio Initial Class
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
FDRV - FIDELITY COVINGTON TRUST - Fidelity Electric Vehicles and Future Transportation ETF
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
Crews Bank & Trust
|
|
|
|
|
|
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
|
|
|
|
|
Headlands Technologies LLC
|
|
|
|
|
|
FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
|
|
Trans-Canada Capital Inc.
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
Skandinaviska Enskilda Banken AB (publ)
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
RYPIX - RYDEX SERIES FUNDS - Transportation Fund Investor Class
|
|
|
|
|
|
Perkins Coie Trust Co
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
Oarsman Capital, Inc.
|
|
|
|
|
|
Beaird Harris Wealth Management, LLC
|
|
|
|
|
|
Handelsbanken Fonder AB
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
FWWFX - FIDELITY INVESTMENT TRUST - Fidelity Worldwide Fund
|
|
|
|
|
|
DnB Asset Management AS
|
|
|
|
|
|
FSC Wealth Advisors, LLC
|
|
|
|
|
|
Advantage Trust Co
|
|
|
|
|
|
Korea Investment CORP
|
|
|
|
|
|
VWUSX - VANGUARD WORLD FUND - Vanguard U.S. Growth Fund Investor Shares
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III
|
|
|
|
|
|
North Capital, Inc.
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
|
|
|
|
|
Acorn Financial Advisory Services Inc /adv
|
|
|
|
|
|
Graney & King, LLC
|
|
|
|
|
|
Brown, Lisle/cummings, Inc.
|
|
|
|
|
|
Kennebec Savings Bank
|
|
|
|
|
|
Aviance Capital Partners, LLC
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
Foster Group, Inc.
|
|
|
|
|
|
Axxcess Wealth Management, Llc
|
|
|
|
|
|
Penserra Capital Management LLC
|
|
|
|
|
|
ERTH - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Cleantech ETF
|
|
|
|
|
|
FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund
|
|
|
|
|
|
Bank of Jackson Hole Trust
|
|
|
|
|
|
Aire Advisors, Llc
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
Natixis
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
Deseret Mutual Benefit Administrators
|
|
|
|
|
|
Wood Tarver Financial Group, LLC
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
Moors & Cabot, Inc.
|
|
|
|
|
|
Credit Industriel Et Commercial
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
Trifecta Capital Advisors, LLC
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
Wolff Wiese Magana Llc
|
|
|
|
|
|
PKO Investment Management Joint-Stock Co
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
Traub Capital Management LLC
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
Scotia Capital Inc.
|
|
|
|
|
|
RNEW - VanEck ETF Trust - VanEck Green Infrastructure ETF
|
|
|
|
|
|
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
Laurel Wealth Advisors LLC
|
|
|
|
|
|
E. Ohman J:or Asset Management AB
|
|
|
|
|
|
Centiva Capital, LP
|
|
|
|
|
|
ACES - ALPS ETF Trust - ALPS Clean Energy ETF
|
|
|
|
|
|
TruNorth Capital Management, LLC
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
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Global Retirement Partners, LLC
|
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|
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|
JNL SERIES TRUST - JNL/Mellon Consumer Discretionary Sector Fund (A)
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
Anchor Investment Management, LLC
|
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|
Crawford Fund Management, LLC
|
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|
Credit Agricole S A
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
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|
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I
|
|
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|
|
WealthTrak Capital Management LLC
|
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|
Abacus Planning Group, Inc.
|
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|
URTH - iShares, Inc. - iShares MSCI World ETF
|
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|
Turim 21 Investimentos Ltda.
|
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Parr Mcknight Wealth Management Group, Llc
|
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|
Bayforest Capital Ltd
|
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|
|
|
FPX - FIRST TRUST EXCHANGE-TRADED FUND - First Trust US Equity Opportunities ETF
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
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|
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|
SOA Wealth Advisors, LLC.
|
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|
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
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|
Stifel Financial Corp
|
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|
Worldquant Millennium Advisors Llc
|
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|
AllSquare Wealth Management LLC
|
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|
Sunbelt Securities, Inc.
|
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USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF
|
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|
Vermillion & White Wealth Management Group, LLC
|
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|
CGC Financial Services, LLC
|
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Marathon Trading Investment Management LLC
|
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HighTower Advisors, LLC
|
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|
FAOFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Growth Opportunities Fund
|
|
|
|
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|
Amundi
|
|
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|
Quantinno Capital Management LP
|
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Oppenheimer & Co Inc
|
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Banque Cantonale Vaudoise
|
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|
Rossby Financial, LCC
|
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Advisory Services Network, LLC
|
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Clarity Wealth Advisors, LLC
|
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|
BFOCX - BERKSHIRE FUNDS - Berkshire Focus Fund
|
|
|
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
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|
National Bank Of Canada /fi/
|
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|
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|
Park Avenue Securities Llc
|
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|
Perbak Capital Partners LLP
|
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|
Vanguard Group Inc
|
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|
Valley National Advisers Inc
|
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|
Van Eck Associates Corp
|
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|
GAMMA Investing LLC
|
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Point72 Italy, S.r.l.
|
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|
Hughes Financial Services, LLC
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Raelipskie Partnership
|
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First Trust Advisors Lp
|
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|
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
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|
Allworth Financial LP
|
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|
Udine Wealth Management, Inc.
|
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|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
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|
Cheviot Value Management, LLC
|
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|
BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares
|
|
|
|
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|
Prestige Wealth Management Group LLC
|
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|
Elevation Series Trust - RiverNorth Patriot ETF
|
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|
Zevenbergen Capital Investments Llc
|
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|
Tsfg, Llc
|
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|
Swedbank AB
|
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West Branch Capital LLC
|
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|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
NULC - Nushares ETF Trust - Nuveen ESG Large-Cap ETF
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
Illinois Municipal Retirement Fund
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
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|
|
|
EVAV - Direxion Shares ETF Trust - Direxion Daily Electric and Autonomous Vehicles Bull 2X Shares
|
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
|
MASTERINVEST Kapitalanlage GmbH
|
|
|
|
|
|
Marshall & Sterling Wealth Advisors Inc.
|
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|
Winthrop Capital Management, LLC
|
|
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|
|
|
Engineers Gate Manager LP
|
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|
Commerce Bank
|
|
|
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|
Beacon Pointe Advisors, LLC
|
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|
Prysm Capital, L.P.
|
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|
Indiana Trust & Investment Management CO
|
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|
Vise Technologies, Inc.
|
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|
Wellington Management Group Llp
|
|
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|
|
|
JSTC - Tidal ETF Trust - Adasina Social Justice All Cap Global ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
NorthRock Partners, LLC
|
|
|
|
|
|
Johnson & White Wealth Management, LLC
|
|
|
|
|
|
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
Pitcairn Co
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
Marex Group plc
|
|
|
|
|
|
Frazier Financial Advisors, LLC
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
LRND - IndexIQ ETF Trust - IQ U.S. Large Cap R&D Leaders ETF
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
Wd Rutherford Llc
|
|
|
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
|
|
|
|
|
FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF
|
|
|
|
|
|
Sharper & Granite LLC
|
|
|
|
|
|
Genus Capital Management Inc.
|
|
|
|
|
|
Delta Asset Management Llc/tn
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
Fortress Investment Group LLC
|
|
|
|
|
|
VBPIX - VANGUARD VALLEY FORGE FUNDS - Vanguard Baillie Gifford Global Positive Impact Stock Fund Investor Shares
|
|
|
|
|
|
Iron Horse Wealth Management, LLC
|
|
|
|
|
|
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
|
|
|
|
|
DT Investment Partners, LLC
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
FSMSX - Advisors' Inner Circle Fund III - FS Multi-Strategy Alternatives Fund Class I
|
|
|
|
|
|
FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund
|
|
|
|
|
|
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio
|
|
|
|
|
|
Teza Capital Management LLC
|
|
|
|
|
|
Anfield Capital Management, LLC
|
|
|
|
|
|
FALAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Large Cap Fund Class A
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
Lagoda Investment Management, L.P.
|
|
|
|
|
|
Nova Wealth Management, Inc.
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
|
|
|
|
First United Bank Trust/
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
CMT Capital Markets Trading GmbH
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
Quarry LP
|
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
Gilder Gagnon Howe & Co Llc
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
Cibc World Markets Corp
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund
|
|
|
|
|
|
Missouri Trust & Investment Co
|
|
|
|
|
|
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
Caldwell Securities, Inc
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
Financial Connections Group, Inc.
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
Twin Tree Management, LP
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
N.E.W. Advisory Services LLC
|
|
|
|
|
|
Copia Wealth Management
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
AMTAX - AB BOND FUND, INC. - AB All Market Real Return Portfolio Class A
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
Tidemark, LLC
|
|
|
|
|
|
Hartford Financial Management Inc.
|
|
|
|
|
|
AXMNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Mid Cap Multi-Style Fund Acclivity Mid Cap Multi-Style N Shares
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
Welch Group, LLC
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
Parallax Volatility Advisers, L.P.
|
|
|
|
|
|
MADE - iSHARES TRUST - iShares U.S. Manufacturing ETF
|
|
|
|
|
|
Mascoma Wealth Management LLC
|
|
|
|
|
|
SFYX - Tidal ETF Trust - SoFi Next 500 ETF
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
Armstrong Advisory Group, Inc
|
|
|
|
|
|
MTM Investment Management, LLC
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
|
|
VALIX - Value Line Capital Appreciation Fund Inc - Value Line Capital Appreciation Fund Inc
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
Tompkins Financial Corp
|
|
|
|
|
|
Bellwether Advisors, LLC
|
|
|
|
|
|
GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares
|
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
Hurley Capital, LLC
|
|
|
|
|
|
CARZ - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust NASDAQ Global Auto Index Fund
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
Nomura Holdings Inc
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
FLCSX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock Fund
|
|
|
|
|
|
Boreal Capital Management LLC
|
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
STRV - EA Series Trust - Strive 500 ETF
|
|
|
|
|
|
Kozak & Associates, Inc.
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
Prudential Plc
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
Marshall Wace, Llp
|
|
|
|
|
|
New Insight Wealth Advisors
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
Asahi Life Asset Management Co., Ltd.
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
Whitebox Advisors Llc
|
|
|
|
|
|
Ryan Investment Management, Inc.
|
|
|
|
|
|
SCHG - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Growth ETF
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
AlphaStar Capital Management, LLC
|
|
|
|
|
|
Strengthening Families & Communities, LLC
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
Archer Investment Corp
|
|
|
|
|
|
ETEC - iSHARES TRUST - iShares Breakthrough Environmental Solutions ETF
|
|
|
|
|
|
Bleakley Financial Group, LLC
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
PBD - Invesco Exchange-Traded Fund Trust II - Invesco Global Clean Energy ETF
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
|
|
|
|
|
|
FZFLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Small-Mid Cap 500 Index Fund
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
Mpwm Advisory Solutions, Llc
|
|
|
|
|
|
Clare Market Investments LLC
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
Claro Advisors LLC
|
|
|
|
|
|
Meeder Advisory Services, Inc.
|
|
|
|
|
|
1248 Management, LLC
|
|
|
|
|
|
FNDA - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Small Company Index ETF
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P
|
|
|
|
|
|
Lombard Odier Asset Management (USA) Corp
|
|
|
|
|
|
Axq Capital, Lp
|
|
|
|
|
|
Austin Private Wealth, LLC
|
|
|
|
|
|
Forsta Ap-fonden
|
|
|
|
|
|
PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund
|
|
|
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
|
|
|
|
|
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund
|
|
|
|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
Crowley Wealth Management, Inc.
|
|
|
|
|
|
STXG - EA Series Trust - Strive 1000 Growth ETF
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
SMOG - VanEck Vectors ETF Trust - VanEck Vectors Low Carbon Energy ETF
|
|
|
|
|
|
Vestcor Inc
|
|
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Universal- Beteiligungs- und Servicegesellschaft mbH
|
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Investment Management Corp of Ontario
|
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Ieq Capital, Llc
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Highline Wealth Partners Llc
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WRND - IndexIQ ETF Trust - IQ Global Equity R&D Leaders ETF
|
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|
Spire Wealth Management
|
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Truist Financial Corp
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Mercer Global Advisors Inc /adv
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Versant Capital Management, Inc
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Prime Capital Investment Advisors, LLC
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Resona Asset Management Co.,Ltd.
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FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
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|
Colonial Trust Advisors
|
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|
Sterling Capital Management LLC
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Tradition Wealth Management, LLC
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Private Wealth Management Group, LLC
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MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares
|
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Jeppson Wealth Management, Llc
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TRMNX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Mid-Cap Index Fund
|
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Minichmacgregor Wealth Management, Llc
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Treasurer of the State of North Carolina
|
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Parallel Advisors, LLC
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VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
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|
Norden Group Llc
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Mirae Asset Global Investments Co., Ltd.
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Barrett & Company, Inc.
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Allianz Asset Management GmbH
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Deutsche Bank Ag\
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TCTC Holdings, LLC
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Mountain Hill Investment Partners Corp.
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First Pacific Financial
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GINN - Goldman Sachs ETF Trust - Goldman Sachs Innovate Equity ETF
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Alliancebernstein L.p.
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Glass Jacobson Investment Advisors llc
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BKMC - BNY Mellon ETF Trust - BNY Mellon US Mid Cap Core Equity ETF
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Atlantic Trust, LLC
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Laidlaw Wealth Management LLC
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Essex Investment Management Co Llc
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Spirepoint Private Client, Llc
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Inceptionr Llc
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TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
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|
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|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
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FSA Wealth Management LLC
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|
California Public Employees Retirement System
|
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Oakworth Capital, Inc.
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Smartleaf Asset Management LLC
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CIBC Private Wealth Group, LLC
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GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
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|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
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|
Principal Securities, Inc.
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AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
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DAACX - Adviser Managed Trust - Diversified Equity Fund
|
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CX Institutional
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Capital International Investors
|
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Cantor Fitzgerald, L. P.
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MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
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CV Advisors LLC
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MetLife Investment Management, LLC
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Scarborough Advisors, LLC
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Capula Management Ltd
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EverSource Wealth Advisors, LLC
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GEOSX - Pear Tree Funds - Pear Tree Essex Environmental Opportunities Fund Institutional Shares
|
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Asset Management One Co., Ltd.
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Eastern Bank
|
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Jump Financial, LLC
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Key FInancial Inc
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Prudential Financial Inc
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Roble, Belko & Company, Inc
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SMMD - iSHARES TRUST - iShares Russell 2500 ETF
|
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Jupiter Asset Management Ltd
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MONECO Advisors, LLC
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MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
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FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund
|
|
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|
Quantessence Capital LLC
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|
Strs Ohio
|
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|
APG Asset Management N.V.
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BBMC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF
|
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|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
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|
Vident Advisory, LLC
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|
Perigon Wealth Management, LLC
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FDIS - FIDELITY COVINGTON TRUST - Fidelity MSCI Consumer Discretionary Index ETF
|
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Klp Kapitalforvaltning As
|
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|
Capital Advisors, Ltd. LLC
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Everence Capital Management Inc
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|
State Board Of Administration Of Florida Retirement System
|
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Weiss Asset Management LP
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Acadian Asset Management Llc
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Burkett Financial Services, Llc
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|
SUSA - iSHARES TRUST - iShares MSCI USA ESG Select ETF
|
|
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|
NIXT - EA Series Trust - Research Affiliates Deletions ETF
|
|
|
|
|
|
Krane Funds Advisors LLC
|
|
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|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
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|
Utah Retirement Systems
|
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|
FGLGX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Large Cap Stock Fund
|
|
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|
|
|
Lowe Wealth Advisors, LLC
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|
|
Regal Investment Advisors LLC
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|
Fortis Group Advisors, LLC
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|
Investment Counsel Co Of Nevada
|
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|
Bank & Trust Co
|
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|
Sapient Capital Llc
|
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|
Truvestments Capital Llc
|
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|
Essex Financial Services, Inc.
|
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|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
S-Bank Fund Management Ltd
|
|
|
|
|
|
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
SPEDX - ALGER FUNDS II - Alger Dynamic Opportunities Fund Class A
|
|
|
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|
|
Westside Investment Management, Inc.
|
|
|
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|
|
HAIL - SPDR SERIES TRUST - SPDR S&P Kensho Smart Mobility ETF
|
|
|
|
|
|
Hodges Capital Management Inc.
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
|
|
|
|
|
Two Sigma Investments, Lp
|
|
|
|
|
|
BankPlus Wealth Management LLC
|
|
|
|
|
|
TRFM - ETF Series Solutions - AAM Transformers ETF
|
|
|
|
|
|
VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares
|
|
|
|
|
|
Css Llc/il
|
|
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|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
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|
Two Sigma Securities, Llc
|
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|
|
Rakuten Investment Management, Inc.
|
|
|
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|
|
FSBDX - FIDELITY SECURITIES FUND - Fidelity Series Blue Chip Growth Fund
|
|
|
|
|
|
Mendota Financial Group, LLC
|
|
|
|
|
|
BKD Wealth Advisors, LLC
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
Game Plan Financial Advisors, LLC
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
|
|
|
|
|
New York Life Investment Management Llc
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
Global Wealth Strategies & Associates
|
|
|
|
|
|
Atwood & Palmer Inc
|
|
|
|
|
|
XTX Topco Ltd
|
|
|
|
|
|
Tradewinds Capital Management, LLC
|
|
|
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
PABU - iSHARES TRUST - iShares Paris-Aligned Climate MSCI USA ETF
|
|
|
|
|
|
Green Alpha Advisors, LLC
|
|
|
|
|
|
Crescent Park Management, L.P.
|
|
|
|
|
|
QQQJ - Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ Next Gen 100 ETF
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
Assenagon Asset Management S.A.
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares
|
|
|
|
|
|
FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
Aigen Investment Management, Lp
|
|
|
|
|
|
CNB Bank
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
Soma Equity Partners Lp
|
|
|
|
|
|
SFSNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Small Company Index Fund Institutional Shares
|
|
|
|
|
|
PFG Advisors
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
Asset Planning,Inc
|
|
|
|
|
|
Triumph Capital Management
|
|
|
|
|
|
Legacy Wealth Managment, LLC/ID
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
|
|
|
|
|
MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class
|
|
|
|
|
|
BlackDiamond Wealth Management Inc.
|
|
|
|
|
|
Brevan Howard Capital Management LP
|
|
|
|
|
|
City State Bank
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio
|
|
|
|
|
|
Jefferies Financial Group Inc.
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
Dynamic Advisor Solutions LLC
|
|
|
|
|
|
Brighthouse Funds Trust I - Morgan Stanley Discovery Portfolio Class A
|
|
|
|
|
|
FBCG - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Growth ETF
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
Pineridge Advisors LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
IFM Investors Pty Ltd
|
|
|
|
|
|
Nordea Investment Management Ab
|
|
|
|
|
|
Hager Investment Management Services, Llc
|
|
|
|
|
|
FBGRX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth Fund
|
|
|
|
|
|
Belpointe Asset Management LLC
|
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
|
VCGAX - VALIC Co I - Growth & Income Fund
|
|
|
|
|
|
Albion Financial Group /ut
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
QCLN - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Nasdaq Clean Edge Green Energy Index Fund
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
|
|
|
|
Bfsg, Llc
|
|
|
|
|
|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
WFA of San Diego, LLC
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
Diversify Advisory Services, LLC
|
|
|
|
|
|
Ameriflex Group, Inc.
|
|
|
|
|
|
Susquehanna Advisors Group, Inc.
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
Center for Financial Planning, Inc.
|
|
|
|
|
|
PFS Partners, LLC
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
Friedenthal Financial
|
|
|
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
St. Johns Investment Management Company, LLC
|
|
|
|
|
|
Abn Amro Investment Solutions
|
|
|
|
|
|
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund
|
|
|
|
|
|
NUMV - Nushares ETF Trust - Nuveen ESG Mid-Cap Value ETF
|
|
|
|
|
|
SWAN Capital LLC
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
Gould Capital, LLC
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
Caisse Des Depots Et Consignations
|
|
|
|
|
|
Davidson Capital Management Inc.
|
|
|
|
|
|
North Ridge Wealth Advisors, Inc.
|
|
|
|
|
|
SFYF - Tidal ETF Trust - SoFi 50 ETF
|
|
|
|
|
|
Painted Porch Advisors LLC
|
|
|
|
|
|
Breakwater Investment Management
|
|
|
|
|
|
Salomon & Ludwin, LLC
|
|
|
|
|
|
Moser Wealth Advisors, LLC
|
|
|
|
|
|
Trust Co
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
Fairman Group, LLC
|
|
|
|
|
|
Nemes Rush Group LLC
|
|
|
|
|
|
Financial Perspectives, Inc
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
Rocky Mountain Advisers, Llc
|
|
|
|
|
|
DLD Asset Management, LP
|
|
|
|
|
|
Blueshift Asset Management, LLC
|
|
|
|
|
|
Garde Capital, Inc.
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
FCLKX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock K6 Fund
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
|
Binnacle Investments Inc
|
|
|
|
|
|
Massar Capital Management, LP
|
|
|
|
|
|
First National Trust Co
|
|
|
|
|
|
VALLX - Value Line Larger Companies Focused Fund, Inc. - VALUE LINE LARGER COMPANIES FOCUSED FUND, INC.
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
Winch Advisory Services, LLC
|
|
|
|
|
|
ISCV - iSHARES TRUST - iShares Morningstar Small-Cap Value ETF
|
|
|
|
|
|
UniSuper Management Pty Ltd
|
|
|
|
|
|
Pacifica Partners Inc.
|
|
|
|
|
|
Clarius Group, LLC
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
Freestone Grove Partners LP
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
PBW - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco WilderHill Clean Energy ETF
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
Blue Bell Private Wealth Management, Llc
|
|
|
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Crewe Advisors LLC
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Livforsakringsbolaget Skandia, Omsesidigt
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Metis Global Partners, LLC
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VEGN - ETF Series Solutions - US Vegan Climate ETF
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Synovus Financial Corp
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GGEAX - NATIONWIDE MUTUAL FUNDS - Nationwide Global Sustainable Equity Fund Class A
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BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF
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Rsm Us Wealth Management Llc
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Princeton Global Asset Management LLC
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USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund
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Edgestream Partners, L.P.
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CVA Family Office, LLC
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Cedar Mountain Advisors, LLC
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CarsonAllaria Wealth Management, Ltd.
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Federated Hermes, Inc.
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Hrt Financial Lp
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SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
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QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
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ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
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EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF
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Creative Financial Designs Inc /adv
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AustralianSuper Pty Ltd
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AMERICAN FUNDS INSURANCE SERIES - Growth Fund Class 1
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Cypress Capital, LLC
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Y-Intercept (Hong Kong) Ltd
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FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
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Rakuten Securities, Inc.
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Balyasny Asset Management Llc
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Qrg Capital Management, Inc.
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Park Square Financial Group, LLC
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SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
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Robeco Institutional Asset Management B.V.
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FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund
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Mount Yale Investment Advisors, LLC
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ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
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Pictet Asset Management Holding SA
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BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
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Itau Unibanco Holding S.A.
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Meeder Asset Management Inc
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Lansforsakringar Fondforvaltning AB (publ)
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CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
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BPLSX - RBB FUND, INC. - Boston Partners Long/Short Equity Fund INSTITUTIONAL
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IETC - iShares U.S. ETF Trust - iShares Evolved U.S. Technology ETF
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Nbc Securities, Inc.
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SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
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TD Waterhouse Canada Inc.
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TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
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Macquarie Group Ltd
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Financially Speaking Inc
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Wiley Bros.-aintree Capital, Llc
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Jane Street Group, Llc
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Invesco Exchange-Traded Fund Trust II - Invesco ESG NASDAQ Next Gen 100 ETF
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Whipplewood Advisors, LLC
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Royal Bank Of Canada
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StoneX Group Inc.
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Hm Payson & Co
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Comerica Bank
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Ronald Blue Trust, Inc.
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IYC - iSHARES TRUST - iShares U.S. Consumer Services ETF
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Axa S.a.
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FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
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SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF
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FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund
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Bnp Paribas Arbitrage, Sa
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