|
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
|
|
|
|
|
|
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A
|
|
|
|
|
|
Hopwood Financial Services, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
VIRTUS VARIABLE INSURANCE TRUST - Virtus Rampart Enhanced Core Equity Series Class A
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
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|
|
SummitTX Capital, L.P.
|
|
|
|
|
|
Evolution Advisers, Inc.
|
|
|
|
|
|
VFAIX - VANGUARD WORLD FUND - Vanguard Financials Index Fund Admiral Shares
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
Williams Jones Wealth Management, LLC.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
|
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|
|
Simmons Bank
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
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|
Schonfeld Strategic Advisors LLC
|
|
|
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|
|
LVHD - Legg Mason ETF Investment Trust - Legg Mason Low Volatility High Dividend ETF
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
MCF Advisors LLC
|
|
|
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|
|
TFG Advisers LLC
|
|
|
|
|
|
Roble, Belko & Company, Inc
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
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|
CBOE Vest Financial, LLC
|
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|
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|
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF
|
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|
Clifford Swan Investment Counsel Llc
|
|
|
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|
International Assets Investment Management, Llc
|
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|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
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|
Janus Henderson Group Plc
|
|
|
|
|
|
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF
|
|
|
|
|
|
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A
|
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|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
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|
|
|
|
FNCL - FIDELITY COVINGTON TRUST - Fidelity MSCI Financials Index ETF
|
|
|
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|
|
Wiley Bros.-aintree Capital, Llc
|
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|
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|
Mizuho Markets Americas Llc
|
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|
|
|
|
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB
|
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|
|
|
|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
|
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|
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF
|
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|
MetLife Investment Management, LLC
|
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|
North Capital, Inc.
|
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|
WAMFX - BOSTON TRUST WALDEN FUNDS - Walden Midcap Fund
|
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|
|
Global Retirement Partners, LLC
|
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|
|
Brown Miller Wealth Management, LLC
|
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|
|
Pallas Capital Advisors LLC
|
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|
State of Wyoming
|
|
|
|
|
|
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A
|
|
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|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
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|
|
Abn Amro Investment Solutions
|
|
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|
Resources Investment Advisors, LLC.
|
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JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A
|
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|
Assenagon Asset Management S.A.
|
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|
Rakuten Investment Management, Inc.
|
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|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
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|
|
Point72 (DIFC) Ltd
|
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|
Covestor Ltd
|
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CENTRAL TRUST Co
|
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|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
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|
Banco BTG Pactual S.A.
|
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|
Illinois Municipal Retirement Fund
|
|
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|
CIBC Asset Management Inc
|
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|
USCF - Themes ETF Trust - Themes US Cash Flow Champions ETF
|
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|
Evoke Wealth, Llc
|
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|
Federation des caisses Desjardins du Quebec
|
|
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|
|
Strategic Advisors LLC
|
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|
|
Kingsview Wealth Management, LLC
|
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|
|
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund
|
|
|
|
|
|
Fortitude Family Office, LLC
|
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|
|
Moller Financial Services
|
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|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
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|
DEW - WisdomTree Trust - WisdomTree Global High Dividend Fund N/A
|
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|
Northwestern Mutual Investment Management Company, Llc
|
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|
|
Financial Advisors Network, Inc.
|
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|
|
Colony Group, LLC
|
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|
|
Cushing Capital Partners, LLC
|
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|
|
Geneos Wealth Management Inc.
|
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|
|
Stifel Financial Corp
|
|
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|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
First Merchants Corp
|
|
|
|
|
|
American National Bank
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
IYF - iSHARES TRUST - iShares U.S. Financials ETF
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
|
|
|
|
|
TWVLX - American Century Capital Portfolios Inc - Value Fund Investor Class
|
|
|
|
|
|
Aft, Forsyth & Company, Inc.
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
Rakuten Securities, Inc.
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
Smallwood Wealth Investment Management, LLC
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
MML Series Investment Fund II - MML Equity Fund Initial Class
|
|
|
|
|
|
IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF
|
|
|
|
|
|
DVY - iSHARES TRUST - iShares Select Dividend ETF
|
|
|
|
|
|
Roundview Capital LLC
|
|
|
|
|
|
Rowland & Co Investment Counsel/adv
|
|
|
|
|
|
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
|
|
|
|
|
Perritt Capital Management Inc
|
|
|
|
|
|
West Oak Capital, LLC
|
|
|
|
|
|
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
|
|
|
|
|
|
WSEFX - BOSTON TRUST WALDEN FUNDS - Walden Equity Fund
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
Physicians Financial Services, Inc.
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Css Llc/il
|
|
|
|
|
|
Steel Peak Wealth Management LLC
|
|
|
|
|
|
MAGA - ETF Series Solutions - Point Bridge GOP Stock Tracker ETF
|
|
|
|
|
|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
GLBL - Pacer Funds Trust - Pacer MSCI World Industry Advantage ETF
|
|
|
|
|
|
Marshall & Sterling Wealth Advisors Inc.
|
|
|
|
|
|
Farringdon Capital, Ltd.
|
|
|
|
|
|
Meeder Advisory Services, Inc.
|
|
|
|
|
|
Centennial Wealth Advisory LLC
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
Absher Wealth Management, Llc
|
|
|
|
|
|
FNPIX - Profunds - Financials Ultrasector Profund Investor Class
|
|
|
|
|
|
Donoghue Forlines LLC
|
|
|
|
|
|
Security National Bank Of Sioux City Iowa /ia/
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
Congress Asset Management Co /ma
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
Townsquare Capital Llc
|
|
|
|
|
|
Kinloch Capital, LLC
|
|
|
|
|
|
Eukles Asset Management
|
|
|
|
|
|
Dfa Investment Trust Co - The U.s. Large Cap Value Series
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
Personal Cfo Solutions, Llc
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
FLDZ - Listed Funds Trust - RiverNorth Patriot ETF
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
Brendel Financial Advisors LLC
|
|
|
|
|
|
Creative Capital Management Investments LLC
|
|
|
|
|
|
ACMVX - American Century Capital Portfolios Inc - Mid Cap Value Fund Investor Class
|
|
|
|
|
|
BancorpSouth Bank
|
|
|
|
|
|
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A
|
|
|
|
|
|
Thrive Capital Management, LLC
|
|
|
|
|
|
N.E.W. Advisory Services LLC
|
|
|
|
|
|
Susquehanna Portfolio Strategies, LLC
|
|
|
|
|
|
Morningstar Investment Management LLC
|
|
|
|
|
|
Hennion & Walsh Asset Management, Inc.
|
|
|
|
|
|
Groupama Asset Managment
|
|
|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
|
|
|
|
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF
|
|
|
|
|
|
TCTC Holdings, LLC
|
|
|
|
|
|
Core Alternative Capital
|
|
|
|
|
|
West Financial Advisors, LLC
|
|
|
|
|
|
Nexus Investment Management ULC
|
|
|
|
|
|
WAYEX - Waycross Independent Trust - WAYCROSS LONG/SHORT EQUITY FUND
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
Opal Wealth Advisors, LLC
|
|
|
|
|
|
Caas Capital Management Lp
|
|
|
|
|
|
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF
|
|
|
|
|
|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
|
|
|
|
Nilsine Partners, LLC
|
|
|
|
|
|
Woodline Partners LP
|
|
|
|
|
|
Impact Partnership Wealth, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Mid Cap Value Fund Standard Class
|
|
|
|
|
|
River Wealth Advisors LLC
|
|
|
|
|
|
Coordinated Financial Services, Inc.
|
|
|
|
|
|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
|
|
|
|
|
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
SEUIX - Sei Institutional Managed Trust - Simt Large Cap Value Fund Class I
|
|
|
|
|
|
WestEnd Advisors, LLC
|
|
|
|
|
|
Sky Investment Group LLC
|
|
|
|
|
|
GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class
|
|
|
|
|
|
Radnor Capital Management, LLC
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
Robinson Value Management, Ltd.
|
|
|
|
|
|
Wealthspire Advisors, LLC
|
|
|
|
|
|
Lcnb Corp
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
|
|
|
|
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
|
|
|
|
|
Mark Sheptoff Financial Planning, Llc
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
|
|
|
|
|
Generali Asset Management SPA SGR
|
|
|
|
|
|
Retirement Planning Co of New England, Inc.
|
|
|
|
|
|
GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional
|
|
|
|
|
|
FXO - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Financials AlphaDEX Fund
|
|
|
|
|
|
IASAX - Voya PARTNERS INC - VY(R) American Century Small-Mid Cap Value Portfolio Class ADV
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
Arvest Bank Trust Division
|
|
|
|
|
|
Capital Management Associates, Inc
|
|
|
|
|
|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
John Hancock Hedged Equity & Income Fund
|
|
|
|
|
|
Lantz Financial LLC
|
|
|
|
|
|
Provident Trust Co
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
|
|
Unison Advisors LLC
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
Confluence Wealth Services, Inc.
|
|
|
|
|
|
CAPROCK Group, Inc.
|
|
|
|
|
|
WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
|
|
|
|
|
AQLT - iSHARES TRUST - iShares MSCI Global Quality Factor ETF
|
|
|
|
|
|
Freestone Capital Holdings, LLC
|
|
|
|
|
|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Capital Strength Hedged Equity Portfolio Class I
|
|
|
|
|
|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
Gabelli Dividend & Income Trust
|
|
|
|
|
|
Allen Wealth Management, Llc
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
S-Bank Fund Management Ltd
|
|
|
|
|
|
FHEQ - Fidelity Greenwood Street Trust - Fidelity Hedged Equity ETF
|
|
|
|
|
|
Pacifica Partners Inc.
|
|
|
|
|
|
Revisor Wealth Management LLC
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
Empirical Finance, LLC
|
|
|
|
|
|
Ostrum Asset Management
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
Canada Post Corp Registered Pension Plan
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
Fisher Asset Management, LLC
|
|
|
|
|
|
Mbb Public Markets I Llc
|
|
|
|
|
|
GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF
|
|
|
|
|
|
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A
|
|
|
|
|
|
DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
Resona Asset Management Co.,Ltd.
|
|
|
|
|
|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
|
|
|
|
|
Blackhawk Capital Partners LLC.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1
|
|
|
|
|
|
Hallmark Capital Management Inc
|
|
|
|
|
|
Grantham, Mayo, Van Otterloo & Co. LLC
|
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|
Logan Capital Management Inc
|
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|
Spears Abacus Advisors LLC
|
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|
Brookstone Capital Management
|
|
|
|
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|
Elevated Capital Advisors, LLC
|
|
|
|
|
|
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
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|
Hohimer Wealth Management, Llc
|
|
|
|
|
|
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
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|
|
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
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|
Brown Advisory Inc
|
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|
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|
|
Schroder Investment Management Group
|
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|
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|
Northern Oak Wealth Management Inc
|
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|
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|
|
Carnegie Lake Advisors LLC
|
|
|
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|
|
Creative Financial Designs Inc /adv
|
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|
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|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
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|
|
|
|
FTCE - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust New Constructs Core Earnings Leaders ETF
|
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|
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|
|
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K
|
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|
Viking Fund Management Llc
|
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|
Sterling Capital Management LLC
|
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|
Howard Hughes Medical Institute
|
|
|
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|
Avantax Advisory Services, Inc.
|
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|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
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|
|
Private Wealth Partners, LLC
|
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|
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|
|
CIBC Private Wealth Group, LLC
|
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|
Benjamin Edwards Inc
|
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|
Hsbc Holdings Plc
|
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|
Optimize Financial Inc
|
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|
Gsa Capital Partners Llp
|
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|
Rhumbline Advisers
|
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|
Connor, Clark & Lunn Investment Management Ltd.
|
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|
Sepio Capital, LP
|
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|
Hardy Reed LLC
|
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|
Spire Wealth Management
|
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|
Entropy Technologies, LP
|
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|
North Ridge Wealth Advisors, Inc.
|
|
|
|
|
|
NJ State Employees Deferred Compensation Plan
|
|
|
|
|
|
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF
|
|
|
|
|
|
Ferguson Wellman Capital Management, Inc
|
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|
|
|
Investors Research Corp
|
|
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|
KBC Group NV
|
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|
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|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
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|
Twin Focus Capital Partners, Llc
|
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|
Davis Investment Partners, LLC
|
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Disciplined Core Value Fund Service Class
|
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|
Gotham Asset Management, LLC
|
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|
Security National Bank Of So Dak
|
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|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
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|
Rsm Us Wealth Management Llc
|
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|
KNGAX - World Funds Trust - CBOE Vest S&P 500 Dividend Aristocrats Target Income Fund Class A Shares
|
|
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|
Brandywine Global Investment Management, LLC
|
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|
PISYX - Victory Portfolios IV - Victory Pioneer Intrinsic Value Fund Class Y
|
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|
Symphony Financial, Ltd. Co.
|
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|
HFM Investment Advisors, LLC
|
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|
Aspect Partners, LLC
|
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|
Mountain Pacific Investment Advisers Inc/id
|
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|
Moran Wealth Management, LLC
|
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|
Kestra Advisory Services, LLC
|
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|
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund
|
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|
Mather Group, Llc.
|
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Trust Asset Management LLC
|
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|
|
USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund
|
|
|
|
|
|
RSPF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Financials ETF
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
Meeder Asset Management Inc
|
|
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|
|
Scientech Research LLC
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
Binnacle Investments Inc
|
|
|
|
|
|
Accordant Advisory Group Inc
|
|
|
|
|
|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
|
|
|
|
Papp L Roy & Associates
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
IMG Wealth Management, Inc.
|
|
|
|
|
|
Voloridge Investment Management, Llc
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
|
|
Norges Bank
|
|
|
|
|
|
CDC - Victory Portfolios II - VictoryShares US EQ Income Enhanced Volatility Wtd ETF
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA Large Cap Value Fund Class A
|
|
|
|
|
|
Krane Funds Advisors LLC
|
|
|
|
|
|
RFG Advisory, LLC
|
|
|
|
|
|
ILESX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group U.S. Large Cap Equity Environmental and Social Values Fund
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
TMDV - PROSHARES TRUST - ProShares Russell U.S. Dividend Growers ETF ProShares Russell US Dividend Growers ETF
|
|
|
|
|
|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
|
|
|
|
|
Crewe Advisors LLC
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
NOBL - PROSHARES TRUST - ProShares S&P 500 Dividend Aristocrats ETF
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
Profund Advisors Llc
|
|
|
|
|
|
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
|
|
|
|
|
|
FTCS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Capital Strength ETF
|
|
|
|
|
|
Presilium Private Wealth, Llc
|
|
|
|
|
|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
|
|
|
|
Rnc Capital Management Llc
|
|
|
|
|
|
Patton Fund Management, Inc.
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
ACVF - ETF Opportunities Trust - American Conservative Values ETF
|
|
|
|
|
|
Promethium Advisors,llc
|
|
|
|
|
|
Signal Advisors Wealth, LLC
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
SlateStone Wealth, LLC
|
|
|
|
|
|
Group One Trading, L.p.
|
|
|
|
|
|
SPYD - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 High Dividend ETF
|
|
|
|
|
|
Pine Haven Investment Counsel, Inc
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
Gladstone Institutional Advisory LLC
|
|
|
|
|
|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
|
|
Asset Advisors Investment Management, LLC
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
Evolution Wealth Management Inc.
|
|
|
|
|
|
PWS - Pacer Funds Trust - Pacer WealthShield ETF
|
|
|
|
|
|
PPADX - GMO TRUST - GMO U.S. Opportunistic Value Fund Class III
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
Commonwealth Retirement Investments LLC
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
|
|
Forum Financial Management, LP
|
|
|
|
|
|
Tufton Capital Management
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
|
|
|
|
|
|
Cidel Asset Management Inc
|
|
|
|
|
|
Heritage Trust Co
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
Profunds - Profund Vp Bull
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
Oxford Asset Management Llp
|
|
|
|
|
|
Sittner & Nelson, Llc
|
|
|
|
|
|
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
|
|
|
|
|
|
Tiaa Trust, National Association
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
Beacon Investment Advisors Llc
|
|
|
|
|
|
WealthTrak Capital Management LLC
|
|
|
|
|
|
Public Sector Pension Investment Board
|
|
|
|
|
|
BIGRX - American Century Quantitative Equity Funds, Inc. - Income & Growth Fund Investor Class
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
Greenspring Advisors, LLC
|
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
|
|
|
VCGAX - VALIC Co I - Growth & Income Fund
|
|
|
|
|
|
Aigen Investment Management, Lp
|
|
|
|
|
|
Quest Partners LLC
|
|
|
|
|
|
Meiji Yasuda Asset Management Co Ltd.
|
|
|
|
|
|
Belpointe Asset Management LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a)
|
|
|
|
|
|
Green Square Capital Advisors Llc
|
|
|
|
|
|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
URTH - iShares, Inc. - iShares MSCI World ETF
|
|
|
|
|
|
Perkins Coie Trust Co
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
WLDR - Two Roads Shared Trust - Affinity World Leaders Equity ETF
|
|
|
|
|
|
Tudor Financial Inc.
|
|
|
|
|
|
Brown Capital Management Llc
|
|
|
|
|
|
VBCVX - VALIC Co I - Systematic Value Fund
|
|
|
|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
AXMNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Mid Cap Multi-Style Fund Acclivity Mid Cap Multi-Style N Shares
|
|
|
|
|
|
SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Mid Cap Value Fund Initial Class
|
|
|
|
|
|
SPHB - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Beta ETF
|
|
|
|
|
|
Motco
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3
|
|
|
|
|
|
Financial Freedom, LLC
|
|
|
|
|
|
Ontario Teachers Pension Plan Board
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
|
Abel Hall, LLC
|
|
|
|
|
|
Graves-Light Private Wealth Management, Inc.
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
Cornercap Investment Counsel Inc
|
|
|
|
|
|
FBUF - Fidelity Greenwood Street Trust - Fidelity Dynamic Buffered Equity ETF
|
|
|
|
|
|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
|
|
|
|
|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
|
|
|
|
Harwood Advisory Group, LLC
|
|
|
|
|
|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Managed Floor ETF
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
Great Valley Advisor Group, Inc.
|
|
|
|
|
|
Hills Bank & Trust Co
|
|
|
|
|
|
DT Investment Partners, LLC
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
STRV - EA Series Trust - Strive 500 ETF
|
|
|
|
|
|
Two Sigma Investments, Lp
|
|
|
|
|
|
IPAYX - INTEGRITY FUNDS - Integrity Dividend Summit Fund Class I
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
PKAIX - PIMCO Equity Series - PIMCO RAE US Fund Institutional Class
|
|
|
|
|
|
Sawgrass Asset Management Llc
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
Wealth Group, Ltd.
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
LaFleur & Godfrey LLC
|
|
|
|
|
|
Gen-Wealth Partners Inc
|
|
|
|
|
|
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF
|
|
|
|
|
|
Prairie Sky Financial Group LLC
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
FUNL - Advisor Managed Portfolios - CornerCap Fundametrics Large-Cap ETF
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
|
|
|
|
Pineridge Advisors LLC
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
Oakworth Capital, Inc.
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
JIAFX - John Hancock Funds II - Income Allocation Fund Class A
|
|
|
|
|
|
Nautilus Advisors LLC
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
Banque Pictet & Cie Sa
|
|
|
|
|
|
Union Savings Bank
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
|
|
|
|
|
|
Trajan Wealth LLC
|
|
|
|
|
|
USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF
|
|
|
|
|
|
SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F
|
|
|
|
|
|
Sawyer & Company, Inc
|
|
|
|
|
|
Swedbank AB
|
|
|
|
|
|
Cibc World Markets Corp
|
|
|
|
|
|
Cornerstone Advisory, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
|
|
|
|
|
|
FIL Ltd
|
|
|
|
|
|
Ritter Daniher Financial Advisory LLC / DE
|
|
|
|
|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
|
|
|
|
Axq Capital, Lp
|
|
|
|
|
|
PROVX - Provident Mutual Funds, Inc. - Provident Trust Strategy Fund
|
|
|
|
|
|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
|
|
|
|
|
KVLE - Krane Shares Trust - KFA Value Line(R) Dynamic Core Equity Index ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Select Mid Cap Managed Volatility Fund Standard Class
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
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|
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
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|
|
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|
Bennett Associates Wealth Management
|
|
|
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|
Atlantic Private Wealth, LLC
|
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SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
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Andra AP-fonden
|
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Highline Wealth Partners Llc
|
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Hazlett, Burt & Watson, Inc.
|
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Apriem Advisors
|
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Glenview Trust Co
|
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|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
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|
|
|
|
XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional
|
|
|
|
|
|
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
|
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Wedbush Securities Inc
|
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|
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O'shaughnessy Asset Management, Llc
|
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VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
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|
Rafferty Asset Management, LLC
|
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|
|
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|
Susquehanna International Group, Llp
|
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FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
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|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
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|
|
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Ensign Peak Advisors, Inc
|
|
|
|
|
|
UGOFX - USAA MUTUAL FUNDS TRUST - Global Managed Volatility Fund Institutional Shares
|
|
|
|
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|
VVJEX - Voya EQUITY TRUST - Voya VACS Series MCV Fund
|
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|
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|
Matrix Trust Co
|
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|
|
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|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
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|
|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
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|
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|
|
Wynn Capital, LLC
|
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|
Mufg Securities Americas Inc.
|
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Raymond James Financial Inc
|
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DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
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|
Zacks Investment Management
|
|
|
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|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
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|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
PDIAX - VIRTUS EQUITY TRUST - Virtus Rampart Enhanced Core Equity Fund Class A
|
|
|
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|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
PEPS - Morgan Stanley ETF Trust - Parametric Equity Plus ETF
|
|
|
|
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|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
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|
Concurrent Investment Advisors, LLC
|
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Joule Financial, LLC
|
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Profunds - Profund Vp Large-cap Value
|
|
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PQIIX - PIMCO Equity Series - PIMCO Dividend and Income Fund Institutional Class
|
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|
B. Metzler seel. Sohn & Co. AG
|
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Texas Permanent School Fund
|
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|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
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|
Norinchukin Bank, The
|
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Landscape Capital Management, L.l.c.
|
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Campbell & CO Investment Adviser LLC
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Dividend Value Managed Volatility Fund Standard Class
|
|
|
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|
MOKAN Wealth Management Inc.
|
|
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|
BTMFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Midcap Fund
|
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NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF
|
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Torno Capital, Llc
|
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|
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund
|
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WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
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Winnow Wealth Llc
|
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UBS Group AG
|
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Natixis
|
|
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QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
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|
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|
ONEY - SPDR SERIES TRUST - SPDR Russell 1000 Yield Focus ETF
|
|
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|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
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Cary Street Partners Financial Llc
|
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Aqr Capital Management Llc
|
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PARK CIRCLE Co
|
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DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF
|
|
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|
MDDAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Diversified Value Fund Class A
|
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KRMA - Global X Funds - Global X Conscious Companies ETF
|
|
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|
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|
Morgan Stanley
|
|
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|
|
Kinneret Advisory, LLC
|
|
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Van Eck Associates Corp
|
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JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
|
|
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|
Natixis Advisors, L.p.
|
|
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|
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|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
|
|
|
|
Windle Wealth, LLC
|
|
|
|
|
|
Metis Global Partners, LLC
|
|
|
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|
|
Mascoma Wealth Management LLC
|
|
|
|
|
|
Tobam
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
TWEIX - American Century Capital Portfolios Inc - Equity Income Fund Investor Class
|
|
|
|
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|
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund
|
|
|
|
|
|
Alpine Bank Wealth Management
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
Winch Advisory Services, LLC
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio
|
|
|
|
|
|
Citizens National Bank Trust Department
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
Eastern Bank
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
Northern Lights Variable Trust - Power Dividend Index VIT Fund Class 2 shares
|
|
|
|
|
|
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF
|
|
|
|
|
|
Wedmont Private Capital
|
|
|
|
|
|
WCMYX - Investment Managers Series Trust - WCM Quality Dividend Growth Fund Institutional Class Shares
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
Forsta Ap-fonden
|
|
|
|
|
|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
Old National Bancorp /in/
|
|
|
|
|
|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
|
|
|
|
|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
|
|
|
|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
QRVLX - FPA FUNDS TRUST - FPA Queens Road Value Fund
|
|
|
|
|
|
Willis Investment Counsel
|
|
|
|
|
|
Evermay Wealth Management Llc
|
|
|
|
|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio
|
|
|
|
|
|
Vontobel Holding Ltd.
|
|
|
|
|
|
Indiana Trust & Investment Management CO
|
|
|
|
|
|
BCJ Capital Management, LLC
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
Gw Henssler & Associates Ltd
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
Cary Street Partner Investment Advisory Llc
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
SIOAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INCOME FUND Class F
|
|
|
|
|
|
Duncker Streett & Co Inc
|
|
|
|
|
|
ASR Vermogensbeheer N.V.
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
PAPPX - Papp Investment Trust - Papp Small & Mid-Cap Growth Fund
|
|
|
|
|
|
Union Heritage Capital, LLC
|
|
|
|
|
|
HEJD - Victory Portfolios II - VictoryShares Hedged Equity Income ETF
|
|
|
|
|
|
Horizon Advisory Services, Inc.
|
|
|
|
|
|
Martingale Asset Management L P
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
Visionary Horizons, LLC
|
|
|
|
|
|
EHLS - Tidal Trust II - Even Herd Long Short ETF
|
|
|
|
|
|
Inlet Private Wealth, LLC
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
|
|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
|
|
|
Bank of New Hampshire
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
Ilex Capital Partners (UK) LLP
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
Plante Moran Financial Advisors, LLC
|
|
|
|
|
|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
|
|
|
|
|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
|
|
|
DAEIX - UNIFIED SERIES TRUST - Dean Equity Income Fund
|
|
|
|
|
|
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
|
|
|
|
|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
|
|
|
|
|
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
Total Investment Management Inc
|
|
|
|
|
|
DQIAX - BNY Mellon Investment Funds III - BNY Mellon Equity Income Fund Class A
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
QDISX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group Stock Fund for Retirement Plans
|
|
|
|
|
|
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
|
|
|
|
|
|
Nebula Research & Development LLC
|
|
|
|
|
|
HCMAX - ALPS Series Trust - Hillman Value Fund
|
|
|
|
|
|
TCM Advisors, LLC
|
|
|
|
|
|
Quest 10 Wealth Builders, Inc.
|
|
|
|
|
|
First Affirmative Financial Network
|
|
|
|
|
|
Riverview Trust Co
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class
|
|
|
|
|
|
Miracle Mile Advisors, LLC
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1
|
|
|
|
|
|
SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
|
|
|
|
|
Royal London Asset Management Ltd
|
|
|
|
|
|
First National Trust Co
|
|
|
|
|
|
Hollencrest Capital Management
|
|
|
|
|
|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
|
|
|
|
Advantage Trust Co
|
|
|
|
|
|
UniSuper Management Pty Ltd
|
|
|
|
|
|
GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class
|
|
|
|
|
|
IYG - iSHARES TRUST - iShares U.S. Financial Services ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
IFG Advisory, LLC
|
|
|
|
|
|
Capstone Investment Advisors, Llc
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
|
|
|
|
Onefund, Llc
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
KTRAX - DEUTSCHE DWS MARKET TRUST - DWS Global Income Builder Fund Class A
|
|
|
|
|
|
Df Dent & Co Inc
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
Spdr S&p 500 Etf Trust
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class
|
|
|
|
|
|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
|
|
|
|
|
Clear Harbor Asset Management, LLC
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
QGRO - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Growth ETF
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
Gateway Investment Advisers Llc
|
|
|
|
|
|
Legacy Investment Solutions, LLC
|
|
|
|
|
|
ARUIX - Advisors' Inner Circle Fund III - ARGA VALUE FUND Institutional Shares
|
|
|
|
|
|
Modern Wealth Management, LLC
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
Deseret Mutual Benefit Administrators
|
|
|
|
|
|
Camden Capital, LLC
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class
|
|
|
|
|
|
IMC-Chicago, LLC
|
|
|
|
|
|
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
|
|
|
|
|
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
AVMV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Value ETF
|
|
|
|
|
|
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
|
|
|
|
|
NZUS - SPDR SERIES TRUST - SPDR MSCI USA Climate Paris Aligned ETF
|
|
|
|
|
|
LVPIX - Profunds - Large-cap Value Profund Investor Class
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
Profunds - Profund Vp Financials
|
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group
|
|
|
|
|
|
Czech National Bank
|
|
|
|
|
|
Capital Investment Advisory Services, LLC
|
|
|
|
|
|
Strategic Investment Advisors / MI
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
|
|
|
|
|
SPHQ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Quality ETF
|
|
|
|
|
|
Bridgefront Capital, LLC
|
|
|
|
|
|
SC&H Financial Advisors, Inc.
|
|
|
|
|
|
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
|
|
|
|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
|
|
|
|
AVLV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value ETF
|
|
|
|
|
|
Hoxton Planning & Management, LLC
|
|
|
|
|
|
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
Kozak & Associates, Inc.
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FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I
|
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|
Cambridge Investment Research Advisors, Inc.
|
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|
Smithfield Trust Co
|
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Bogart Wealth, LLC
|
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|
Groesbeck Investment Management Corp /nj/
|
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|
FSWCX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Value Index Fund
|
|
|
|
|
|
VSMV - Victory Portfolios II - VictoryShares US Multi-Factor Minimum Volatility ETF
|
|
|
|
|
|
Premier Path Wealth Partners, LLC
|
|
|
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|
Davis R M Inc
|
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|
Bingham Private Wealth, Llc
|
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First Pacific Financial
|
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Birch Capital Management, LLC
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Brady Family Wealth, Llc
|
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Peapack Gladstone Financial Corp
|
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|
|
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
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|
Mediolanum International Funds Ltd
|
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|
Avanza Fonder AB
|
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Operose Advisors LLC
|
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Dorsey & Whitney Trust CO LLC
|
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JNL SERIES TRUST - JNL/Morningstar SMID Moat Focus Index Fund (I)
|
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Deutsche Bank Ag\
|
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PENN SERIES FUNDS INC - Mid Core Value Fund
|
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Hemington Wealth Management
|
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M&G Plc
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Caisse De Depot Et Placement Du Quebec
|
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Oak Asset Management, LLC
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Penobscot Investment Management Company, Inc.
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VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
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L.K. Benson & Company, P.C.
|
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Parkside Financial Bank & Trust
|
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Valley National Advisers Inc
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Johnson Financial Group, Inc.
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Total Clarity Wealth Management, Inc.
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Iron Horse Wealth Management, LLC
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Northeast Investment Management
|
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New Age Alpha Variable Funds Trust - NAA ALL CAP VALUE SERIES
|
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Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
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Thompson Davis & Co., Inc.
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Capstone Triton Financial Group, LLC
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Summit Investment Advisory Services, LLC
|
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RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
|
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|
GHP Investment Advisors, Inc.
|
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Golden State Wealth Management, LLC
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GMEZX - GuideStone Funds - Impact Equity Fund Investor
|
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JHDV - John Hancock Exchange-Traded Fund Trust - John Hancock U.S. High Dividend ETF
|
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RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
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Colony Family Offices, LLC
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WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
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SMOT - VanEck ETF Trust - VanEck Morningstar SMID Moat ETF
|
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|
GPS Wealth Strategies Group, LLC
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Trust Co Of Vermont
|
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Gould Capital, LLC
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Change Path, LLC
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Columbia Asset Management
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John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
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|
TQCCX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Dividend Equity Fund Class C
|
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EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
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ISAM Funds (UK) Ltd
|
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Tokio Marine Asset Management Co Ltd
|
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WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares
|
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DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
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|
S.A. Mason LLC
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Keener Financial Planning LLC
|
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MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
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|
Simplex Trading, Llc
|
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Korea Investment CORP
|
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Twelve Points Wealth Management LLC
|
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Steigerwald, Gordon & Koch Inc.
|
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LVOL - AMERICAN CENTURY ETF TRUST - American Century Low Volatility ETF
|
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|
Bartlett & Co. Wealth Management Llc
|
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Summit Investment Advisors, Inc.
|
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MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
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|
Founders Financial Securities Llc
|
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NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
|
|
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|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
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|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
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|
Prime Capital Investment Advisors, LLC
|
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Capitolis Liquid Global Markets LLC
|
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DHS - WisdomTree Trust - WisdomTree U.S. High Dividend Fund N/A
|
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Robeco Institutional Asset Management B.V.
|
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Cullen/frost Bankers, Inc.
|
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Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
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|
Asset Management One Co., Ltd.
|
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Alps Advisors Inc
|
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|
Ironwood Investment Counsel, LLC
|
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|
Empirical Asset Management, LLC
|
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|
Elevation Series Trust - RiverNorth Patriot ETF
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
GSRAX - GOLDMAN SACHS TRUST - Goldman Sachs Rising Dividend Growth Fund Class A
|
|
|
|
|
|
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P
|
|
|
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
|
|
|
|
|
Kennondale Capital Management LLC
|
|
|
|
|
|
VMVIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Value Index Fund Investor Shares
|
|
|
|
|
|
Acima Private Wealth, Llc
|
|
|
|
|
|
Investment Management Corp of Ontario
|
|
|
|
|
|
Jensen Investment Management Inc
|
|
|
|
|
|
RDIV - Invesco Exchange-Traded Fund Trust II - Invesco S&P Ultra Dividend Revenue ETF
|
|
|
|
|
|
Gabelli Funds Llc
|
|
|
|
|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
Nissay Asset Management Corp /japan/ /adv
|
|
|
|
|
|
Talon Private Wealth, LLC
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
|
|
|
|
CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF
|
|
|
|
|
|
City Holding Co
|
|
|
|
|
|
Wbh Advisory Inc
|
|
|
|
|
|
BHK Investment Advisors, LLC
|
|
|
|
|
|
Wealthcare Capital Partners, LLC
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
|
Wesbanco Bank Inc
|
|
|
|
|
|
Dakota Wealth Management
|
|
|
|
|
|
VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares
|
|
|
|
|
|
Curio Wealth, Llc
|
|
|
|
|
|
Pictet & Cie (Europe) SA
|
|
|
|
|
|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
|
|
|
|
Zurich Insurance Group Ltd/FI
|
|
|
|
|
|
North Star Asset Management Inc
|
|
|
|
|
|
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF
|
|
|
|
|
|
Y-Intercept (Hong Kong) Ltd
|
|
|
|
|
|
Prudential Plc
|
|
|
|
|
|
IPDP - Listed Funds Trust - Dividend Performers ETF
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
Paradigm Capital Management, LLC/NV
|
|
|
|
|
|
MVEIX - Monteagle Funds - Monteagle Select Value Fund Institutional Class
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
Waldron Private Wealth LLC
|
|
|
|
|
|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
|
|
|
|
|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Archer Investment Corp
|
|
|
|
|
|
Millstone Evans Group, LLC
|
|
|
|
|
|
Virginia Retirement Systems Et Al
|
|
|
|
|
|
ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A
|
|
|
|
|
|
FVD - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line Dividend Index Fund
|
|
|
|
|
|
FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class
|
|
|
|
|
|
Pacer Advisors, Inc.
|
|
|
|
|
|
Cullen Investment Group, Ltd.
|
|
|
|
|
|
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock Advantage Large Cap Income ETF
|
|
|
|
|
|
MTM Investment Management, LLC
|
|
|
|
|
|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
|
|
|
|
|
Vista Wealth Management Group, LLC
|
|
|
|
|
|
Gallagher Fiduciary Advisors, LLC
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
Erste Asset Management GmbH
|
|
|
|
|
|
NUMV - Nushares ETF Trust - Nuveen ESG Mid-Cap Value ETF
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
|
|
|
|
USS Investment Management Ltd
|
|
|
|
|
|
Parallax Volatility Advisers, L.P.
|
|
|
|
|
|
Tredje AP-fonden
|
|
|
|
|
|
Applied Finance Capital Management, LLC
|
|
|
|
|
|
Bill Few Associates, Inc.
|
|
|
|
|
|
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund
|
|
|
|
|
|
Los Angeles Capital Management Llc
|
|
|
|
|
|
Altus Wealth Group LLC
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
PEY - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco High Yield Equity Dividend Achievers ETF
|
|
|
|
|
|
FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund
|
|
|
|
|
|
HBK Sorce Advisory LLC
|
|
|
|
|
|
BKD Wealth Advisors, LLC
|
|
|
|
|
|
Heritage Wealth Advisors
|
|
|
|
|
|
TD Capital Management LLC
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
Vantage Investment Partners, LLC
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
Daymark Wealth Partners, Llc
|
|
|
|
|
|
YANKCOM Partnership
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
IESGX - SIT MUTUAL FUNDS INC - Sit ESG Growth Fund - Class I
|
|
|
|
|
|
SPDG - SPDR SERIES TRUST - SPDR Portfolio S&P Sector Neutral Dividend ETF
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
Nova Wealth Management, Inc.
|
|
|
|
|
|
IVE - iSHARES TRUST - iShares S&P 500 Value ETF
|
|
|
|
|
|
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF
|
|
|
|
|
|
Mid-American Wealth Advisory Group, Inc.
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1
|
|
|
|
|
|
V-Square Quantitative Management LLC
|
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
Canton Hathaway, LLC
|
|
|
|
|
|
Barrett & Company, Inc.
|
|
|
|
|
|
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
New Mexico Educational Retirement Board
|
|
|
|
|
|
Cherry Tree Wealth Management, LLC
|
|
|
|
|
|
Humankind Benefit Corp - Humankind US Stock ETF
|
|
|
|
|
|
Sagespring Wealth Partners, Llc
|
|
|
|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
Magnetar Financial LLC
|
|
|
|
|
|
USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund
|
|
|
|
|
|
Bangor Savings Bank
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
Saratoga Research & Investment Management
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
Rockland Trust Co
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
|
|
|
Kerusso Capital Management LLC
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
|
HIBL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) High Beta Bull 3X Shares
|
|
|
|
|
|
VSTIX - VALIC Co I - Stock Index Fund
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF
|
|
|
|
|
|
USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF
|
|
|
|
|
|
IFM Investors Pty Ltd
|
|
|
|
|
|
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
|
|
|
|
|
|
Blume Capital Management, Inc.
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF
|
|
|
|
|
|
Bamco Inc /ny/
|
|
|
|
|
|
Westpac Banking Corp
|
|
|
|
|
|
Legacy Wealth Managment, LLC/ID
|
|
|
|
|
|
NOSIX - Northern Funds - Northern Stock Index Fund
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
|
|
|
|
|
XUDV - Franklin Templeton ETF Trust - Franklin U.S. Dividend Multiplier Index ETF
|
|
|
|
|
|
MBOVX - M FUND INC - M Large Cap Value Fund
|
|
|
|
|
|
DHJJ Financial Advisors, Ltd.
|
|
|
|
|
|
Boston Private Wealth Llc
|
|
|
|
|
|
Inceptionr Llc
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
Cove Private Wealth, LLC
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
Associated Banc-corp
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2
|
|
|
|
|
|
La Banque Postale Asset Management SA
|
|
|
|
|
|
Lindsell Train Ltd
|
|
|
|
|
|
OmniStar Financial Group, Inc.
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
Fourth Dimension Wealth, LLC
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
Neville Rodie & Shaw Inc
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
|
Plimoth Trust Co Llc
|
|
|
|
|
|
USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF
|
|
|
|
|
|
Nfj Investment Group, Llc
|
|
|
|
|
|
Horan Capital Advisors, LLC.
|
|
|
|
|
|
FDL - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Morningstar Dividend Leaders Index Fund
|
|
|
|
|
|
SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF
|
|
|
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|
NEOS Investment Management LLC
|
|
|
|
|
|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
|
|
|
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class
|
|
|
|
|
|
Venture Visionary Partners LLC
|
|
|
|
|
|
Cullinan Associates Inc
|
|
|
|
|
|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
|
|
|
|
UCMCX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Conservative Fund
|
|
|
|
|
|
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class
|
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|
|
|
|
Freestone Grove Partners LP
|
|
|
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|
Comerica Bank
|
|
|
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SDY - SPDR SERIES TRUST - SPDR(R) S&P(R) Dividend ETF
|
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|
Independence Bank of Kentucky
|
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|
|
|
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
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|
Davy Global Fund Management Ltd
|
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|
Fairview Capital Investment Management, Llc
|
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|
Bank Julius Baer & Co. Ltd, Zurich
|
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SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
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|
State Street Corp
|
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AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A
|
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|
FORA Capital, LLC
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Alerus Financial Na
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Douglass Winthrop Advisors, LLC
|
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KNGZ - FIRST TRUST EXCHANGE-TRADED FUND VI - US Equity Dividend Select ETF
|
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|
Cardinal Capital Management
|
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|
LGT Group Foundation
|
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PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3
|
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THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
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|
Webster Bank, N. A.
|
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|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
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|
Public Employees Retirement Association Of Colorado
|
|
|
|
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|
Tower Research Capital LLC (TRC)
|
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Profunds - Profund Vp Ultrabull
|
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|
Mattern Capital Management, Llc
|
|
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|
Vident Advisory, LLC
|
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|
|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
|
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|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
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|
Astoria Portfolio Advisors LLC.
|
|
|
|
|
|
SMIZ - Zacks Trust - Zacks Small/Mid Cap ETF
|
|
|
|
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|
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
|
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|
Howard Capital Management Inc.
|
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ULPIX - Profunds - Ultrabull Profund Investor Class
|
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Atticus Wealth Management, Llc
|
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Bard Financial Services, Inc.
|
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SCHD - SCHWAB STRATEGIC TRUST - Schwab U.S. Dividend Equity ETF
|
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|
SRS Capital Advisors, Inc.
|
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XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
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|
Baillie Gifford & Co
|
|
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|
BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class
|
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|
RYFIX - RYDEX SERIES FUNDS - Financial Services Fund Investor Class
|
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GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class
|
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NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
|
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|
Atlantic Union Bankshares Corp
|
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|
OUSA - ALPS ETF Trust - ALPS | O'Shares U.S. Quality Dividend ETF Shares
|
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|
Addison Advisors LLC
|
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AFOCX - ARCHER INVESTMENT SERIES TRUST - Archer Focus Fund
|
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|
Northcape Wealth Management, Llc
|
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|
Clear Street Markets Llc
|
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|
Whittier Trust Co
|
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Crestwood Advisors Group LLC
|
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|
ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock
|
|
|
|
|
|
Caldwell Securities, Inc
|
|
|
|
|
|
Enhancing Capital LLC
|
|
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|
SUNAMERICA SERIES TRUST - SA Dogs of Wall Street Portfolio Class 1
|
|
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|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
Hrt Financial Lp
|
|
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|
|
AlphaCore Capital LLC
|
|
|
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|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
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|
Toronto Dominion Bank
|
|
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|
Financiere des Professionnels - Fonds d,investissement inc.
|
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|
Bnp Paribas Arbitrage, Sa
|
|
|
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|
|
Sienna Gestion
|
|
|
|
|
|
Guardian Wealth Advisors, LLC
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
|
|
SPRAX - Prudential Investment Portfolios, Inc. 10 - Pgim Qma Mid-cap Value Fund Class A
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
Raleigh Capital Management Inc.
|
|
|
|
|
|
Future Financial Wealth Managment LLC
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
Arnhold LLC
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
Sierra Ocean, Llc
|
|
|
|
|
|
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
|
|
|
|
|
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund
|
|
|
|
|
|
Capital Investment Counsel, Inc
|
|
|
|
|
|
Whitener Capital Management, Inc.
|
|
|
|
|
|
Gamco Investors, Inc. Et Al
|
|
|
|
|
|
Schaper Benz & Wise Investment Counsel Inc/wi
|
|
|
|
|
|
Silvant Capital Management LLC
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
Hall Capital Management Co Inc
|
|
|
|
|
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
|
|
|
|
|
OPTZ - Advisor Managed Portfolios - Optimize Strategy Index ETF
|
|
|
|
|
|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
|
|
|
Integrated Advisors Network LLC
|
|
|
|
|
|
Park Square Financial Group, LLC
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
|
|
|
Brevan Howard Capital Management LP
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
Maseco Llp
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
|
|
|
|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
|
|
|
|
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
Principle Wealth Partners Llc
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
Guggenheim Active Allocation Fund
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
|
US Asset Management LLC
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
Marathon Capital Management
|
|
|
|
|
|
Napatree Capital Llc
|
|
|
|
|
|
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV
|
|
|
|
|
|
International Private Wealth Advisors LLC
|
|
|
|
|
|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
|
|
|
|
|
DWAFX - Arrow Investments Trust - ARROW DWA BALANCED FUND CLASS A SHARES
|
|
|
|
|
|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Value Fund Standard Class II
|
|
|
|
|
|
Center For Asset Management LLC
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA LARGE CAP VALUE SERIES
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
Hedeker Wealth, LLC
|
|
|
|
|
|
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
|
|
|
|
|
Weaver C. Barksdale & Associates, Inc.
|
|
|
|
|
|
National Pension Service
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
Retirement Systems of Alabama
|
|
|
|
|
|
Hillman Capital Management, Inc.
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
Markel Corp
|
|
|
|
|
|
Phoenix Wealth Advisors
|
|
|
|
|
|
Credit Industriel Et Commercial
|
|
|
|
|
|
First United Bank Trust/
|
|
|
|
|
|
Accel Wealth Management
|
|
|
|
|
|
EAPDX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Dividend Income Fund Investor Class
|
|
|
|
|
|
Park Place Capital Corp
|
|
|
|
|
|
Benin Management CORP
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
TFPN - Tidal Trust II - Blueprint Chesapeake Multi-Asset Trend ETF
|
|
|
|
|
|
Heritage Investors Management Corp
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares
|
|
|
|
|
|
HORAN Wealth, LLC
|
|
|
|
|
|
Jefferies Financial Group Inc.
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
Arvest Investments, Inc.
|
|
|
|
|
|
Sigma Planning Corp
|
|
|
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
|
|
|
|
|
|
FreeGulliver LLC
|
|
|
|
|
|
Smithbridge Asset Management Inc/de
|
|
|
|
|
|
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class
|
|
|
|
|
|
Hilltop National Bank
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
PQNAX - ALLIANZ FUNDS - AllianzGI NFJ Mid-Cap Value Fund A
|
|
|
|
|
|
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
|
|
|
|
|
Cornerstone Wealth Management, LLC
|
|
|
|
|
|
Arrow Financial Corp
|
|
|
|
|
|
MSH Capital Advisors LLC
|
|
|
|
|
|
GMOV - 2023 ETF Series Trust II - GMO U.S. Value ETF
|
|
|
|
|
|
FDIV - EA Series Trust - MarketDesk Focused U.S. Dividend ETF
|
|
|
|
|
|
Ransom Advisory, Ltd
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
Kera Capital Partners, Inc.
|
|
|
|
|
|
Sentry Investment Management Llc
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
Y.D. More Investments Ltd
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
|
|
|
|
|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
|
|
|
|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
|
|
|
|
|
Moody National Bank Trust Division
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
|
|
|
|
|
SEIV - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Value Factor ETF
|
|
|
|
|
|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
|
|
|
Handelsbanken Fonder AB
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
|
|
|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
AIMZ Investment Advisors, LLC
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
|
|
COAGX - CALDWELL & ORKIN FUNDS INC - Caldwell & Orkin - Gator Capital Long/Short Fund
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
Canada Pension Plan Investment Board
|
|
|
|
|
|
Hunter Associates Investment Management Llc
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
GIMFX - GMO TRUST - GMO Implementation Fund
|
|
|
|
|
|
Bradley Foster & Sargent Inc/ct
|
|
|
|
|
|
Trust Co Of Virginia /va
|
|
|
|
|
|
VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF
|
|
|
|
|
|
Legacy Financial Strategies, LLC
|
|
|
|
|
|
Maven Securities LTD
|
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
|
|
|
SNPD - DBX ETF TRUST - Xtrackers S&P ESG Dividend Aristocrats ETF
|
|
|
|
|
|
Cape Cod Five Cents Savings Bank
|
|
|
|
|
|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
|
|
|
|
Barton Investment Management
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
Liberty Capital Management, Inc.
|
|
|
|
|
|
E. Ohman J:or Asset Management AB
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
Lowe Brockenbrough & Co Inc
|
|
|
|
|
|
DnB Asset Management AS
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A)
|
|
|
|
|
|
Old Point Trust & Financial Services N A
|
|
|
|
|
|
F/M Investments LLC
|
|
|
|
|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
|
|
|
|
|
Employees Retirement System of Texas
|
|
|
|
|
|
PAPI - Morgan Stanley ETF Trust - Parametric Equity Premium Income ETF
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
Candriam Luxembourg S.C.A.
|
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
Midwest Professional Planners, LTD.
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
Guggenheim Strategic Opportunities Fund
|
|
|
|
|
|
Bank & Trust Co
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF
|
|
|
|
|
|
QDVSX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group ESG Stock Fund for Retirement Plans
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
Mission Wealth Management, Lp
|
|
|
|
|
|
KNG - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Cboe Vest S&P 500 Dividend Aristocrats Target Income ETF
|
|
|
|
|
|
Hendley & Co Inc
|
|
|
|
|
|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
|
|
|
|
|
Commerzbank Aktiengesellschaft /fi
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
COMMERCE FUNDS - The MidCap Value Fund Shares
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
Ghe, Llc
|
|
|
|
|
|
Partnership Wealth Management, LLC
|
|
|
|
|
|
Northern Lights Fund Trust IV - Brookstone Dividend Stock ETF
|
|
|
|
|
|
QUAL - iSHARES TRUST - iShares Edge MSCI USA Quality Factor ETF
|
|
|
|
|
|
SEG Partners Long/Short Equity Fund
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
STXV - EA Series Trust - Strive 1000 Value ETF
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
Ofi Invest Asset Management
|
|
|
|
|
|
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
|
|
|
|
|
|
S&t Bank/pa
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Mid Cap Value Portfolio
|
|
|
|
|
|
JNBA Financial Advisors
|
|
|
|
|
|
Martel Wealth Advisors Inc
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
FineMark National Bank & Trust
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
Foster & Motley Inc
|
|
|
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
|
|
|
|
|
QDVAX - FundVantage Trust - Quality Dividend Fund Class A
|
|
|
|
|
|
DURA - VanEck Vectors ETF Trust - VanEck Vectors Morningstar Durable Dividend ETF
|
|
|
|
|
|
Thompson Investment Management, Inc.
|
|
|
|
|
|
Exeter Financial, LLC
|
|
|
|
|
|
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I
|
|
|
|
|
|
MML Series Investment Fund II - MML Equity Rotation Fund Class II
|
|
|
|
|
|
Keystone Financial Group
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
|
|
|
|
|
Pinnacle Associates Ltd
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
|
|
|
|
|
Guinness Asset Management LTD
|
|
|
|
|
|
SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF
|
|
|
|
|
|
IXG - iSHARES TRUST - iShares Global Financials ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
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|
|
|
|
Fayez Sarofim & Co
|
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|
Seizert Capital Partners, Llc
|
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|
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|
Worldquant Millennium Advisors Llc
|
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|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
Jlb & Associates Inc
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
Drucker Wealth 3.0, LLC
|
|
|
|
|
|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
|
|
|
|
Beacon Financial Group
|
|
|
|
|
|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
|
|
|
|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
PENN SERIES FUNDS INC - Index 500 Fund
|
|
|
|
|
|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
|
|
|
|
|
Essex Savings Bank
|
|
|
|
|
|
AVMC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Equity ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/American Century Mid Cap Value Portfolio Class IB
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
AVLVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value Fund Institutional Class
|
|
|
|
|
|
Van Strum & Towne Inc.
|
|
|
|
|
|
Shell Asset Management Co
|
|
|
|
|
|
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
|
|
|
|
|
Kesler, Norman & Wride, LLC
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
|
|
|
|
|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
|
|
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
TL Private Wealth
|
|
|
|
|
|
JT Stratford LLC
|
|
|
|
|
|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
|
|
|
|
|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
|
|
|
|
Farmers & Merchants Trust Co of Chambersburg PA
|
|
|
|
|
|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
|
|
|
|
FYEE - Fidelity Greenwood Street Trust - Fidelity Yield Enhanced Equity ETF
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
Axa S.a.
|
|
|
|
|
|
Excalibur Management Corp
|
|
|
|
|
|
Banco Santander, S.A.
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
Aurora Investment Counsel
|
|
|
|
|
|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF
|
|
|
|
|
|
RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF
|
|
|
|
|
|
Sprucegrove Investment Management Ltd
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Financial Sector Fund (I)
|
|
|
|
|
|
Monetary Management Group Inc
|
|
|
|
|
|
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Financial Services Fund Variable Annuity
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
Trust Co
|
|
|
|
|
|
SDOG - ALPS ETF Trust - ALPS Sector Dividend Dogs ETF
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
Signature Resources Capital Management, LLC
|
|
|
|
|
|
Westerkirk Capital Inc.
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
FCEUX - FRANKLIN FUND ALLOCATOR SERIES - Franklin U.S. Core Equity (IU) Fund Advisor
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
Lafayette Investments, Inc.
|
|
|
|
|
|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
|
|
|
|
Jump Financial, LLC
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
Panagora Asset Management Inc
|
|
|
|
|
|
Telos Capital Management, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
Money Concepts Capital Corp
|
|
|
|
|
|
Gries Financial Llc
|
|
|
|
|
|
FYLG - Global X Funds - Global X Financials Covered Call & Growth ETF
|
|
|
|
|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
|
|
|
Aster Capital Management (DIFC) Ltd
|
|
|
|
|
|
Quantbot Technologies LP
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
Prostatis Group LLC
|
|
|
|
|
|
Toth Financial Advisory Corp
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
|
|
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
|
|
|
|
|
|
BLPIX - Profunds - Bull Profund Investor Class
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
|
|
|
|
Sit Investment Associates Inc
|
|
|
|
|
|
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
|
|
|
|
|
|
KCE - SPDR SERIES TRUST - SPDR(R) S&P Capital Markets ETF
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
FTQI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Hedged BuyWrite Income ETF
|
|
|
|
|
|
Nomura Holdings Inc
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
Aquatic Capital Management LLC
|
|
|
|
|
|
Vaughan David Investments Inc/il
|
|
|
|
|
|
R.H. Dinel Investment Counsel, Inc.
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
FSCS - FIRST TRUST EXCHANGE-TRADED FUND VI - Mid Cap US Equity Select ETF
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
CNB Bank
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
Burney Co/
|
|
|
|
|
|
Beacon Capital Management, LLC
|
|
|
|
|
|
Main Street Group, LTD
|
|
|
|
|
|
Carderock Capital Management Inc
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
Acap Strategic Fund
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
|
|
|
|
Daiwa Securities Group Inc.
|
|
|
|
|
|
Verity Asset Management, Inc.
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
Goelzer Investment Management, Inc.
|
|
|
|
|
|
Mn Services Vermogensbeheer B.V.
|
|
|
|
|
|
DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF
|
|
|
|
|
|
Obermeyer Wood Investment Counsel, Lllp
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
CFVLX - COMMERCE FUNDS - The Value Fund Shares
|
|
|
|
|
|
United Asset Strategies, Inc.
|
|
|
|
|
|
Vermillion & White Wealth Management Group, LLC
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
Provident Investment Management, Inc.
|
|
|
|
|
|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
|
|
|
|
|
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
|
|
|
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
Grimes & Company, Inc.
|
|
|
|
|
|
Nicholson Wealth Management Group, LLC
|
|
|
|
|
|
Siemens Fonds Invest GmbH
|
|
|
|
|
|
Arrowstreet Capital, Limited Partnership
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
Vinva Investment Management Ltd
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
Wealthcare Advisory Partners LLC
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
Old Republic International Corp
|
|
|
|
|
|
Kentucky Retirement Systems
|
|
|
|
|
|
Capital A Wealth Management, LLC
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio
|
|
|
|
|
|
Ironvine Capital Partners, LLC
|
|
|
|
|
|
Level Four Advisory Services, Llc
|
|
|
|
|
|
AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
DecisionPoint Financial, LLC
|
|
|
|
|
|
FLQM - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Mid Cap Equity ETF
|
|
|
|
|
|
LifeWealth Investments, LLC
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
Security National Bank
|
|
|
|
|
|
Traub Capital Management LLC
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
|
|
|
|
|
Eagle Capital Growth Fund, Inc.
|
|
|
|
|
|
Boothbay Fund Management, Llc
|
|
|
|
|
|
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
|
|
|
|
|
|
Curbstone Financial Management Corp
|
|
|
|
|
|
Gabelli Equity Trust Inc
|
|
|
|
|
|
PYA Waltman Capital, LLC
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
Kestra Investment Management, LLC
|
|
|
|
|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
|
|
|
Lynx Investment Advisory
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class
|
|
|
|
|
|
Global X Japan Co., Ltd.
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
FAS - Direxion Shares ETF Trust - Direxion Daily Financial Bull 3X Shares
|
|
|
|
|
|
Lansforsakringar Fondforvaltning AB (publ)
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
Verdence Capital Advisors LLC
|
|
|
|
|
|
Everence Capital Management Inc
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
Norden Group Llc
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
RMB Capital Management, LLC
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
Keystone Financial Planning, Inc.
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
Lincoln Capital LLC
|
|
|
|
|
|
Robertson Stephens Wealth Management, LLC
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
Lifeworks Advisors, LLC
|
|
|
|
|
|
JFLI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Flexible Income ETF
|
|
|
|
|
|
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
|
|
|
|
|
|
Western Wealth Management, LLC
|
|
|
|
|
|
IFP Advisors, Inc
|
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Harbor Investment Advisory, Llc
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Private Trust Co Na
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FTA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Value AlphaDEX Fund
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Martin Capital Partners, LLC
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CVA Family Office, LLC
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Arkadios Wealth Advisors
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VGLSX - VALIC Co I - Global Strategy Fund
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UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF
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MAADX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Dynamic Value Portfolio Class IS
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ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
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GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
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LVW Advisors, LLC
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LBWAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Diversified US Large Cap Value Fund Class A
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CSM - PROSHARES TRUST - ProShares Large Cap Core Plus
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REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
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PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
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GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
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State Board Of Administration Of Florida Retirement System
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ALTL - Pacer Funds Trust - Pacer Lunt Large Cap Alternator ETF
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Dean Investment Associates, Llc
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Advisors Asset Management, Inc.
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Caxton Associates Llp
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RVRB - ADVISORS SERIES TRUST - Reverb ETF
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Advisory Services Network, LLC
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First Citizens Bank & Trust Co
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CFS Investment Advisory Services, LLC
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Signaturefd, Llc
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Penserra Capital Management LLC
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Ethic Inc.
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MSTGX - Morningstar Funds Trust - Morningstar Global Income Fund
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AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
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CBIZ Investment Advisory Services, LLC
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Bourne Lent Asset Management Inc
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Cape Investment Advisory, Inc.
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MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares
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VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares
|
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CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
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Quinn Opportunity Partners LLC
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SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
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Agf Management Ltd
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Susquehanna Fundamental Investments, Llc
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Gulf International Bank (UK) Ltd
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California Public Employees Retirement System
|
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City Center Advisors, LLC
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Concord Wealth Partners
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Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
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Clean Yield Group
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EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
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Rbo & Co Llc
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Plato Investment Management Ltd
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Twin Tree Management, LP
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EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
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VMAX - Lattice Strategies Trust - Hartford US Value ETF
|
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Ci Investments Inc.
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Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B
|
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Ossiam
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Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
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QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
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CBHAX - Victory Portfolios II - Victory Market Neutral Income Fund Class A
|
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Midwest Financial Group LLC
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Court Place Advisors, LLC
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Hantz Financial Services, Inc.
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Apollon Wealth Management, LLC
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Skandinaviska Enskilda Banken AB (publ)
|
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BI Asset Management Fondsmaeglerselskab A/S
|
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Confluence Investment Management Llc
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Bellecapital International Ltd.
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Leavell Investment Management, Inc.
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Bruce G. Allen Investments, LLC
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Mv Capital Management, Inc.
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BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
|
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Pathstone Holdings, LLC
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New Age Alpha Advisors, LLC
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Nordea Investment Management Ab
|
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Advantage Advisers Xanthus Fund, L.l.c.
|
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City State Bank
|
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Delta Financial Advisors Llc
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HighPoint Advisor Group LLC
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Farmers National Bank
|
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SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
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Whipplewood Advisors, LLC
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Elo Mutual Pension Insurance Co
|
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Barnes Pettey Financial Advisors, Llc
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South Dakota Investment Council
|
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THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A
|
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Northern Trust Corp
|
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New York State Common Retirement Fund
|
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Huntington National Bank
|
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Carnegie Capital Asset Management, LLC
|
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HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
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|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
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|
Leelyn Smith, LLC
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|
CWA Asset Management Group, LLC
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Point72 Asset Management, L.P.
|
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|
Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K
|
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|
PABU - iSHARES TRUST - iShares Paris-Aligned Climate MSCI USA ETF
|
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|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
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|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
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|
Parkworth Wealth Management, Inc.
|
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GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A
|
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|
Versant Capital Management, Inc
|
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|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
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FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund
|
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
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|
Nvwm, Llc
|
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|
Capital Fund Management S.a.
|
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|
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund
|
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|
|
|
Argent Advisors, Inc.
|
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|
|
HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF
|
|
|
|
|
|
NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Morningstar PitchBook Listed Private Equity Index Fund (A)
|
|
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|
|
|
Synovus Financial Corp
|
|
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|
M&t Bank Corp
|
|
|
|
|
|
BankPlus Trust Department
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
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|
Great West Life Assurance Co /can/
|
|
|
|
|
|
Foundations Investment Advisors, LLC
|
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|
|
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|
PWDAX - Northern Lights Fund Trust - Power Dividend Index Fund Class A
|
|
|
|
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|
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
|
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|
|
Millennium Management Llc
|
|
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|
Chicago Partners Investment Group LLC
|
|
|
|
|
|
VSM Wealth Advisory, LLC
|
|
|
|
|
|
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
|
|
|
|
|
|
Financial Network Wealth Advisors LLC
|
|
|
|
|
|
USISX - USAA MUTUAL FUNDS TRUST - Income Stock Fund Shares
|
|
|
|
|
|
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class
|
|
|
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
|
|
|
|
|
|
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
Davis Capital Management
|
|
|
|
|
|
MQS Management LLC
|
|
|
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|
|
Western Pacific Wealth Management, LP
|
|
|
|
|
|
HIDV - AB Active ETFs, Inc. - AB US High Dividend ETF
|
|
|
|
|
|
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
New York Life Investment Management Llc
|
|
|
|
|
|
Apex Wealth Management, LLC
|
|
|
|
|
|
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
|
|
|
|
|
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
|
|
|
|
|
Transce3nd, LLC
|
|
|
|
|
|
NUDV - Nushares ETF Trust - Nuveen ESG Dividend ETF
|
|
|
|
|
|
Jacobi Capital Management LLC
|
|
|
|
|
|
CDL - Victory Portfolios II - VictoryShares US Large Cap High Div Volatility Wtd ETF
|
|
|
|
|
|
Ridgewood Investments LLC
|
|
|
|
|
|
MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF
|
|
|
|
|
|
Poehling Capital Management, LLC
|
|
|
|
|
|
Red Tortoise LLC
|
|
|
|
|
|
UYG - PROSHARES TRUST - ProShares Ultra Financials
|
|
|
|
|
|
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
|
Boston Trust Walden Corp
|
|
|
|
|
|
USCGX - USAA MUTUAL FUNDS TRUST - Capital Growth Fund
|
|
|
|
|
|
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A
|
|
|
|
|
|
Chevy Chase Trust Holdings, Inc.
|
|
|
|
|
|
Brown, Lisle/cummings, Inc.
|
|
|
|
|
|
MDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - Multi-Asset Diversified Income Index Fund
|
|
|
|
|
|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
|
|
|
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
|
|
|
|
CVSE - Morgan Stanley ETF Trust - Calvert US Select Equity ETF
|
|
|
|
|
|
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
|
|
|
|
|
|
GAGAX - GAMCO GLOBAL SERIES FUNDS, INC - The Gabelli Global Rising Income and Dividend Fund CLASS A
|
|
|
|
|
|
Scarborough Advisors, LLC
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
|
|
|
|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
Hartline Investment Corp/
|
|
|
|
|
|
Argent Trust Co
|
|
|
|
|
|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
|
|
|
|
|
Barr E S & Co
|
|
|
|
|
|
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
XLF - SELECT SECTOR SPDR TRUST - The Financial Select Sector SPDR Fund
|
|
|
|
|
|
iA Global Asset Management Inc.
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
|
|
Trust Co Of Toledo Na /oh/
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
Triumph Capital Management
|
|
|
|
|
|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A
|
|
|
|
|
|
VSRDX - VALIC Co I - U.S. Socially Responsible Fund
|
|
|
|
|
|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
|
|
|
|
|
APG Asset Management N.V.
|
|
|
|
|
|
Flywheel Private Wealth LLC
|
|
|
|
|
|
Coastline Trust Co
|
|
|
|
|
|
Banque Cantonale Vaudoise
|
|
|
|
|
|
SPHD - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Low Volatility ETF
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
Renaissance Technologies Llc
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
Bragg Financial Advisors, Inc
|
|
|
|
|
|
Modera Wealth Management, LLC
|
|
|
|
|
|
Mogy Joel R Investment Counsel Inc
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
United Advisor Group, LLC
|
|
|
|
|
|
Asahi Life Asset Management Co., Ltd.
|
|
|
|
|
|
Twin Capital Management Inc
|
|
|
|
|
|
Mutual Of America Capital Management Llc
|
|
|
|
|
|
PEQIX - PIONEER EQUITY INCOME FUND - Pioneer Equity Income Fund : Class A
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
DNLDX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Active MidCap Fund Class A
|
|
|
|
|
|
First Financial Corp /in/
|
|
|
|
|
|
Independent Solutions Wealth Management, LLC
|
|
|
|
|
|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
|
|
|
|
|
GCAEX - Gabelli Equity Series Funds Inc - The Gabelli Equity Income Fund Class A
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
|
|
|
|
|
TCI Wealth Advisors, Inc.
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
Aviance Capital Partners, LLC
|
|
|
|
|
|
HDV - iSHARES TRUST - iShares Core High Dividend ETF
|
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
|
Dai-Ichi Life Insurance Company, Ltd
|
|
|
|
|
|
Curat Global, LLC
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
Donaldson Capital Management, Llc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
|
|
|
|
|
|
AlphaStar Capital Management, LLC
|
|
|
|
|
|
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
|
|
|
|
|
Taylor Hoffman Capital Management LLC
|
|
|
|
|
|
Fort Washington Investment Advisors Inc /oh/
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
|
|
|
|
Catalytic Wealth RIA, LLC
|
|
|
|
|
|
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I
|
|
|
|
|
|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
|
|
|
|
Hartford Investment Management Co
|
|
|
|
|
|
Congress Wealth Management LLC / DE /
|
|
|
|
|
|
Aviva Plc
|
|
|
|
|
|
PRAXIS FUNDS - Praxis Impact Large Cap Value ETF
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Legg Mason BW Large Cap Value Portfolio Class 1
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NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
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Institutional Investment Strategy Fund
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Cornerstone Planning Group LLC
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NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
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Mercer Global Advisors Inc /adv
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FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Capital Strength Portfolio Class I
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Arrowroot Family Office, LLC
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WealthCollab, LLC
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OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF
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GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C
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Summit Financial, LLC
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Nbt Bank N A /ny
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TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
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Thoma Capital Management LLC
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QDIV - Global X Funds - Global X S&P 500 Quality Dividend ETF
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Sequoia Financial Advisors, LLC
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Northwest & Ethical Investments L.P.
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SG Americas Securities, LLC
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Ag2r La Mondiale Gestion D'actifs
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Piscataqua Savings Bank
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GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
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AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
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VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
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DAVENPORT & Co LLC
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Syon Capital Llc
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ARGA Investment Management, LP
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XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
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Ashton Thomas Private Wealth, LLC
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Salomon & Ludwin, LLC
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Main Street Financial Solutions, LLC
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Kingswood Wealth Advisors, Llc
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NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
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Bank Of Nova Scotia
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CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
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Adage Capital Partners Gp, L.l.c.
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JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
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Whittier Trust Co Of Nevada Inc
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Amalgamated Bank
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RAA - ETF Opportunities Trust - SMI 3Fourteen Real Asset Allocation ETF SMI 3Fourteen REAL Asset Allocation ETF
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Ameriflex Group, Inc.
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Evergreen Capital Management Llc
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