|
Perigon Wealth Management, LLC
|
|
|
|
|
|
Watts Gwilliam & Co., LLC
|
|
|
|
|
|
FAGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth Opportunities Fund Class A
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
Center for Financial Planning, Inc.
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund
|
|
|
|
|
|
Glenview Trust Co
|
|
|
|
|
|
GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class
|
|
|
|
|
|
FULVX - FIDELITY SUMMER STREET TRUST - Fidelity U.S. Low Volatility Equity Fund
|
|
|
|
|
|
STFGX - Advisers Investment Trust - State Farm Growth Fund
|
|
|
|
|
|
FSA Wealth Management LLC
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
Machina Capital S.a.s.
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Diversified Dividend Fund SERIES I
|
|
|
|
|
|
WealthCollab, LLC
|
|
|
|
|
|
Yousif Capital Management, Llc
|
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|
|
|
|
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
|
|
|
|
|
|
Hollencrest Capital Management
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
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|
|
First Financial Corp /in/
|
|
|
|
|
|
Farmers & Merchants Trust Co of Long Beach
|
|
|
|
|
|
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
Twin Tree Management, LP
|
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|
|
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|
Oliver Lagore Vanvalin Investment Group
|
|
|
|
|
|
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
S-Bank Fund Management Ltd
|
|
|
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|
|
Crestwood Advisors Group LLC
|
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|
|
NewSquare Capital LLC
|
|
|
|
|
|
Inceptionr Llc
|
|
|
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|
|
TDVG - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Dividend Growth ETF
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
|
NorthCrest Asset Manangement, LLC
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
Level Four Advisory Services, Llc
|
|
|
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|
|
Adage Capital Partners Gp, L.l.c.
|
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|
|
|
|
West Branch Capital LLC
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1
|
|
|
|
|
|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
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|
|
Montag A & Associates Inc
|
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|
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|
|
Ledyard National Bank
|
|
|
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|
Man Group plc
|
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|
Marietta Investment Partners Llc
|
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|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I
|
|
|
|
|
|
SELV - SEI Exchange Traded Funds - SEI Enhanced Low Volatility U.S. Large Cap ETF
|
|
|
|
|
|
Carnegie Capital Asset Management, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
|
|
PENN SERIES FUNDS INC - Index 500 Fund
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
SPYG - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Growth ETF
|
|
|
|
|
|
SJGIX - STEWARD FUNDS, INC. - Steward Large Cap Growth Fund Institutional Class
|
|
|
|
|
|
SMDHX - American Funds U.S. Small & Mid Cap Equity Fund - American Funds U.S. Small & Mid Cap Equity Fund Class T
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
Beaumont Financial Advisors, LLC
|
|
|
|
|
|
Scott Marsh Financial, LLC
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
Royal Fund Management, LLC
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
|
|
|
|
|
Chilton Investment Co Llc
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
|
|
PTL - Northern Lights Fund Trust IV - Inspire 500 ETF
|
|
|
|
|
|
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
Peachtree Investment Partners, LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
Amussen Hunsaker Associates Llc
|
|
|
|
|
|
Meyer Handelman Co
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
First Command Advisory Services, Inc.
|
|
|
|
|
|
La Banque Postale Asset Management SA
|
|
|
|
|
|
GINX - RBB FUND, INC. - SGI Enhanced Global Income ETF
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
Dynamic Advisor Solutions LLC
|
|
|
|
|
|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
Tritonpoint Wealth, Llc
|
|
|
|
|
|
Graham Capital Management, L.P.
|
|
|
|
|
|
GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A
|
|
|
|
|
|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
|
|
|
|
JB Capital LLC
|
|
|
|
|
|
Old Point Trust & Financial Services N A
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
Focused Wealth Management, Inc
|
|
|
|
|
|
ZIG - ETF Series Solutions - The Acquirers Fund
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
NorthRock Partners, LLC
|
|
|
|
|
|
First United Bank Trust/
|
|
|
|
|
|
Los Angeles Capital Management Llc
|
|
|
|
|
|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
|
|
|
|
Entropy Technologies, LP
|
|
|
|
|
|
Willner & Heller, Llc
|
|
|
|
|
|
Mesirow Financial Investment Management, Inc.
|
|
|
|
|
|
Wealthspire Advisors, LLC
|
|
|
|
|
|
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF
|
|
|
|
|
|
GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
|
|
|
|
Capital International Investors
|
|
|
|
|
|
Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K
|
|
|
|
|
|
Aviva Plc
|
|
|
|
|
|
Renaissance Technologies Llc
|
|
|
|
|
|
Kentucky Retirement Systems
|
|
|
|
|
|
IWP - iSHARES TRUST - iShares Russell Mid-Cap Growth ETF
|
|
|
|
|
|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
|
|
|
|
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares
|
|
|
|
|
|
Brant Point Investment Management Llc
|
|
|
|
|
|
Winch Advisory Services, LLC
|
|
|
|
|
|
Valley National Advisers Inc
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
|
|
|
Cranbrook Wealth Management, LLC
|
|
|
|
|
|
Forum Financial Management, LP
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
|
BI Asset Management Fondsmaeglerselskab A/S
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund
|
|
|
|
|
|
Silvia Mccoll Wealth Management, Llc
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
Schnieders Capital Management Llc
|
|
|
|
|
|
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
Auxier Asset Management
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
SPC Financial, Inc.
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
Boston Research & Management Inc
|
|
|
|
|
|
West Family Investments, Inc.
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1
|
|
|
|
|
|
Robeco Institutional Asset Management B.V.
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
Triangle Securities Wealth Management
|
|
|
|
|
|
Arrowstreet Capital, Limited Partnership
|
|
|
|
|
|
Broyhill Asset Management
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
Capital Investment Advisors, LLC
|
|
|
|
|
|
Monument Capital Management
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
Avanza Fonder AB
|
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
Moody National Bank Trust Division
|
|
|
|
|
|
Hohimer Wealth Management, Llc
|
|
|
|
|
|
Koesten, Hirschmann & Crabtree, INC.
|
|
|
|
|
|
ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A
|
|
|
|
|
|
New Covenant Trust Company, N.A.
|
|
|
|
|
|
ROE - EA Series Trust - Astoria US Quality Kings ETF
|
|
|
|
|
|
PWS - Pacer Funds Trust - Pacer WealthShield ETF
|
|
|
|
|
|
Lipe & Dalton
|
|
|
|
|
|
MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF
|
|
|
|
|
|
Red Tortoise LLC
|
|
|
|
|
|
Knollwood Investment Advisory, LLC
|
|
|
|
|
|
Jacobs & Co/ca
|
|
|
|
|
|
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
|
|
|
|
|
DT Investment Partners, LLC
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
Shelton Capital Management
|
|
|
|
|
|
Hutner Capital Management Inc
|
|
|
|
|
|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
Citizens National Bank Trust Department
|
|
|
|
|
|
Louisbourg Investments Inc.
|
|
|
|
|
|
Engineers Gate Manager LP
|
|
|
|
|
|
Palisades Hudson Asset Management, L.P.
|
|
|
|
|
|
BIGRX - American Century Quantitative Equity Funds, Inc. - Income & Growth Fund Investor Class
|
|
|
|
|
|
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
|
|
|
|
|
|
Charter Trust Co
|
|
|
|
|
|
L.m. Kohn & Company
|
|
|
|
|
|
Aureus Asset Management, LLC
|
|
|
|
|
|
RCGE - EA Series Trust - RockCreek Global Equality ETF
|
|
|
|
|
|
Boothbay Fund Management, Llc
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
Sierra Ocean, Llc
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
STXG - EA Series Trust - Strive 1000 Growth ETF
|
|
|
|
|
|
IMS Capital Management
|
|
|
|
|
|
Worldquant Millennium Advisors Llc
|
|
|
|
|
|
Heritage Trust Co
|
|
|
|
|
|
International Assets Investment Management, Llc
|
|
|
|
|
|
Hartford Investment Management Co
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
|
|
|
|
|
|
Cary Street Partners Financial Llc
|
|
|
|
|
|
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F
|
|
|
|
|
|
National Pension Service
|
|
|
|
|
|
BRNY - EA Series Trust - Burney U.S. Factor Rotation ETF
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
Cito Capital Group, LLC
|
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
Eaton Vance Tax-managed Buy-write Opportunities Fund
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
IMC-Chicago, LLC
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
Cardiff Park Advisors, Llc
|
|
|
|
|
|
JCAVX - John Hancock Funds II - Capital Appreciation Value Fund Class NAV
|
|
|
|
|
|
FMDE - FIDELITY COVINGTON TRUST - Fidelity Enhanced Mid Cap ETF
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
FSC Wealth Advisors, LLC
|
|
|
|
|
|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
|
|
|
|
|
|
Koshinski Asset Management, Inc.
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
Presper Financial Architects, LLC
|
|
|
|
|
|
Robinson Smith Wealth Advisors Llc
|
|
|
|
|
|
USMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA ETF
|
|
|
|
|
|
Guyasuta Investment Advisors Inc
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a)
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
|
|
|
|
|
TNBIX - 1290 Funds - 1290 SmartBeta Equity Fund Class I
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
Gibbs Wealth Management
|
|
|
|
|
|
JEPAX - JPMORGAN TRUST IV - JPMorgan Equity Premium Income Fund Class A
|
|
|
|
|
|
Beacon Capital Management, LLC
|
|
|
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
|
|
|
|
|
|
Lakeridge Wealth Management LLC
|
|
|
|
|
|
Capital International Ltd /ca/
|
|
|
|
|
|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
|
|
|
|
Delta Global Management LP
|
|
|
|
|
|
ALTL - Pacer Funds Trust - Pacer Lunt Large Cap Alternator ETF
|
|
|
|
|
|
Navellier & Associates Inc
|
|
|
|
|
|
Occidental Asset Management, LLC
|
|
|
|
|
|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
|
|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
|
|
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|
California Public Employees Retirement System
|
|
|
|
|
|
Transcend Wealth Collective, Llc
|
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|
GPS Wealth Strategies Group, LLC
|
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|
Capital Wealth Planning, LLC
|
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|
United Bank
|
|
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|
Waypoint Wealth Partners Inc.
|
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|
Axq Capital, Lp
|
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|
Twin Peaks Wealth Advisors, LLC
|
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|
Highline Wealth Partners Llc
|
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|
|
|
|
Boston Private Wealth Llc
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
PRDGX - T. Rowe Price Dividend Growth Fund, Inc. - T. Rowe Price Dividend Growth Fund, Inc.
|
|
|
|
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|
Cetera Investment Advisers
|
|
|
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|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
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|
|
Toroso Investments, LLC
|
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|
NOLVX - Northern Funds - Northern Large Cap Value Fund
|
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|
First Financial Bank - Trust Division
|
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|
OUSA - ALPS ETF Trust - ALPS | O'Shares U.S. Quality Dividend ETF Shares
|
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|
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
|
|
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|
WASHINGTON TRUST Co
|
|
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|
OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio
|
|
|
|
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|
FLQM - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Mid Cap Equity ETF
|
|
|
|
|
|
MGNDX - PRAXIS MUTUAL FUNDS - Praxis Growth Index Fund Class A
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I
|
|
|
|
|
|
TOWER TRUST & INVESTMENT Co
|
|
|
|
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|
Rise Advisors, LLC
|
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|
Mill Capital Management, LLC
|
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|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
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|
|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
|
|
|
|
Carl P. Sherr & Co., LLC
|
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|
Moors & Cabot, Inc.
|
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Carolina Wealth Advisors, LLC
|
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Brevan Howard Capital Management LP
|
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Steward Partners Investment Advisory, Llc
|
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JNBA Financial Advisors
|
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QDEF - FlexShares Trust - FlexShares Quality Dividend Defensive Index Fund
|
|
|
|
|
|
SURE - AdvisorShares Trust - AdvisorShares DoubleLine Value Equity ETF
|
|
|
|
|
|
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
|
|
|
|
|
|
Pinney & Scofield, Inc.
|
|
|
|
|
|
Bristol John W & Co Inc /ny/
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A
|
|
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|
Hancock Whitney Corp
|
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Bayforest Capital Ltd
|
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Deutsche Bank Ag\
|
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WBIL - Absolute Shares Trust - WBI BullBear Quality 3000 ETF
|
|
|
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|
Everpar Advisors Llc
|
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|
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|
EQ ADVISORS TRUST - EQ/Loomis Sayles Growth Portfolio Class IB
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
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|
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|
Assetmark, Inc
|
|
|
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
|
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|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
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|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
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|
Dimensional Fund Advisors Lp
|
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|
Cottonwood Capital Advisors, Llc
|
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Chilton Capital Management Llc
|
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SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
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|
|
Capital Fund Management S.a.
|
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|
Ronald Blue Trust, Inc.
|
|
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|
Parallax Volatility Advisers, L.P.
|
|
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|
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio
|
|
|
|
|
|
Swedbank AB
|
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|
CIBC Asset Management Inc
|
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|
ARS Wealth Advisors Group, LLC
|
|
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|
|
FGSAX - FEDERATED EQUITY FUNDS - Federated MDT Mid Cap Growth Fund Class A Shares
|
|
|
|
|
|
SAGP - Advisors' Inner Circle Fund III - STRATEGAS GLOBAL POLICY OPPORTUNITIES ETF
|
|
|
|
|
|
Sherman Asset Management, Inc.
|
|
|
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|
|
Procyon Private Wealth Partners, LLC
|
|
|
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|
|
Bokf, Na
|
|
|
|
|
|
Country Club Bank /gfn
|
|
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|
|
Interchange Capital Partners, LLC
|
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|
|
Westpac Banking Corp
|
|
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|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Capital Income Builder Class 1
|
|
|
|
|
|
Taurus Asset Management, Llc
|
|
|
|
|
|
Gradient Capital Advisors, LLC
|
|
|
|
|
|
QAMWEX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Mid-Cap Growth Portfolio
|
|
|
|
|
|
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class
|
|
|
|
|
|
Laurel Wealth Advisors LLC
|
|
|
|
|
|
AMTAX - AB BOND FUND, INC. - AB All Market Real Return Portfolio Class A
|
|
|
|
|
|
FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1
|
|
|
|
|
|
RMB Capital Management, LLC
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
|
|
Prudential Plc
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
|
|
|
|
|
Bragg Financial Advisors, Inc
|
|
|
|
|
|
First Manhattan Co
|
|
|
|
|
|
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
|
|
|
|
|
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF
|
|
|
|
|
|
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a)
|
|
|
|
|
|
Sepio Capital, LP
|
|
|
|
|
|
Aviance Capital Partners, LLC
|
|
|
|
|
|
NEFSX - Natixis Funds Trust I - Natixis U.S. Equity Opportunities Fund Class A
|
|
|
|
|
|
AlTi Global, Inc.
|
|
|
|
|
|
ANWPX - NEW PERSPECTIVE FUND - NEW PERSPECTIVE FUND Class A
|
|
|
|
|
|
Achmea Investment Management B.V.
|
|
|
|
|
|
Cherry Creek Investment Advisors, Inc.
|
|
|
|
|
|
MEFAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid Cap Growth Fund Class A
|
|
|
|
|
|
Personal Cfo Solutions, Llc
|
|
|
|
|
|
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
|
|
|
|
|
Sanibel Captiva Trust Company, Inc.
|
|
|
|
|
|
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
|
|
|
|
|
|
CBSAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Mid Cap Growth Fund Class A
|
|
|
|
|
|
CYPIX - Profunds - Consumer Services Ultrasector Profund Investor Class
|
|
|
|
|
|
STRV - EA Series Trust - Strive 500 ETF
|
|
|
|
|
|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
|
|
|
|
|
White Pine Capital Llc
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
Claro Advisors LLC
|
|
|
|
|
|
Trustmark National Bank Trust Department
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
|
|
|
|
|
Horrell Capital Management, Inc.
|
|
|
|
|
|
GGEYX - GuideStone Funds - GROWTH EQUITY FUND Institutional
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F
|
|
|
|
|
|
Chicago Partners Investment Group LLC
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
Canada Pension Plan Investment Board
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
|
|
|
|
|
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class
|
|
|
|
|
|
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I
|
|
|
|
|
|
TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional
|
|
|
|
|
|
Signature Resources Capital Management, LLC
|
|
|
|
|
|
USGLX - JOHN HANCOCK CAPITAL SERIES - U.S. Global Leaders Growth Fund Class A
|
|
|
|
|
|
Intech Investment Management Llc
|
|
|
|
|
|
Venturi Wealth Management, LLC
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
|
KFA Private Wealth Group, LLC
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
Natixis
|
|
|
|
|
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
Harvest Fund Management Co., Ltd
|
|
|
|
|
|
Venture Visionary Partners LLC
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
CUSEX - Capital Group U.S. Equity Fund - Capital Group U.S. Equity Fund Share class
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class I Shares
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
Connors Investor Services Inc
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund
|
|
|
|
|
|
Morse Asset Management, Inc
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
Armstrong Advisory Group, Inc
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
1st Source Bank
|
|
|
|
|
|
CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A
|
|
|
|
|
|
Beck Mack & Oliver Llc
|
|
|
|
|
|
Costello Asset Management, INC
|
|
|
|
|
|
Cantillon Capital Management Llc
|
|
|
|
|
|
BlueSpruce Investments, LP
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
Northcape Wealth Management, Llc
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
Fisher Asset Management, LLC
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
|
|
|
|
Caldwell Trust Co
|
|
|
|
|
|
Centerline Wealth Advisors, LLC
|
|
|
|
|
|
Bangor Savings Bank
|
|
|
|
|
|
Aaron Wealth Advisors LLC
|
|
|
|
|
|
Focus Financial Network, Inc.
|
|
|
|
|
|
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
|
|
|
|
|
Argent Advisors, Inc.
|
|
|
|
|
|
Lakeshore Capital Group, Inc.
|
|
|
|
|
|
Boulder Growth & Income Fund
|
|
|
|
|
|
KRMA - Global X Funds - Global X Conscious Companies ETF
|
|
|
|
|
|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
Retirement Planning Group
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
|
|
|
|
|
MMBUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I
|
|
|
|
|
|
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
Resona Asset Management Co.,Ltd.
|
|
|
|
|
|
Smith, Salley & Associates
|
|
|
|
|
|
Klingenstein Fields & Co Lp
|
|
|
|
|
|
UniSuper Management Pty Ltd
|
|
|
|
|
|
Arlington Trust Co LLC
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
Mather Group, Llc.
|
|
|
|
|
|
Carson Advisory Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
Valmark Advisers, Inc.
|
|
|
|
|
|
Gf Fund Management Co. Ltd.
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
Catalyst Capital Advisors LLC
|
|
|
|
|
|
Stablepoint Partners, LLC
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
UNIVEST FINANCIAL Corp
|
|
|
|
|
|
Alkeon Capital Management Llc
|
|
|
|
|
|
Arrow Financial Corp
|
|
|
|
|
|
Quantitative Investment Management, LLC
|
|
|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
Point72 (DIFC) Ltd
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
Crowley Wealth Management, Inc.
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
Means Investment Co., Inc.
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
|
|
|
|
|
|
Pensionfund Sabic
|
|
|
|
|
|
Evelyn Partners Investment Management Services Ltd
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
LVW Advisors, LLC
|
|
|
|
|
|
Legacy Financial Advisors, Inc.
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A)
|
|
|
|
|
|
Ferguson Wellman Capital Management, Inc
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Strategic Large Cap Core VIP Fund
|
|
|
|
|
|
William B. Walkup & Associates, Inc.
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
Cary Street Partner Investment Advisory Llc
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
New Capital Management LP
|
|
|
|
|
|
LVPIX - Profunds - Large-cap Value Profund Investor Class
|
|
|
|
|
|
Princeton Global Asset Management LLC
|
|
|
|
|
|
Safe Harbor Fiduciary, LLC
|
|
|
|
|
|
Knights of Columbus Asset Advisors LLC
|
|
|
|
|
|
Elevate Wealth Advisory, Inc
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF
|
|
|
|
|
|
Edgemoor Investment Advisors, Inc.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
Rossmore Private Capital
|
|
|
|
|
|
Paragon Capital Management Ltd
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
|
|
|
|
|
Financial Avengers, Inc.
|
|
|
|
|
|
NWZLX - NATIONWIDE MUTUAL FUNDS - Nationwide Loomis All Cap Growth Fund Class A
|
|
|
|
|
|
Davis R M Inc
|
|
|
|
|
|
IAG Wealth Partners, LLC
|
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|
Czech National Bank
|
|
|
|
|
|
Obermeyer Wood Investment Counsel, Lllp
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Focused Appreciation Portfolio
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
West Financial Advisors, LLC
|
|
|
|
|
|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
|
|
|
|
|
Patton Albertson Miller Group, Llc
|
|
|
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|
Dagco, Inc.
|
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|
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|
Wakefield Asset Management LLLP
|
|
|
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SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
|
|
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|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
|
|
|
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|
California State Teachers Retirement System
|
|
|
|
|
|
Carret Asset Management, Llc
|
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|
|
|
|
Fidelis Capital Partners, LLC
|
|
|
|
|
|
PMEGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Mid-Cap Equity Growth Fund
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
Optimum Investment Advisors
|
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|
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|
Tounjian Advisory Partners, Llc
|
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|
SBI Securities Co., Ltd.
|
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|
Garda Capital Partners Lp
|
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|
Altshuler Shaham Ltd
|
|
|
|
|
|
Kestra Investment Management, LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - Dividend Growth Portfolio Class I
|
|
|
|
|
|
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund
|
|
|
|
|
|
Chancellor Financial Group WB LP
|
|
|
|
|
|
Northern Lights Variable Trust - Power Momentum Index VIT Fund Class 2 shares
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - New World Fund Class 1
|
|
|
|
|
|
FTCE - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust New Constructs Core Earnings Leaders ETF
|
|
|
|
|
|
Great Diamond Partners, LLC
|
|
|
|
|
|
Voloridge Investment Management, Llc
|
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|
Mindset Wealth Management, Llc
|
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|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
|
|
Schechter Investment Advisors, LLC
|
|
|
|
|
|
PineBridge Investments, L.P.
|
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|
Godshalk Welsh Capital Management, Inc.
|
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|
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|
Y-Intercept (Hong Kong) Ltd
|
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|
Diversified Trust Co
|
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GLOBALT Investments LLC / GA
|
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AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF
|
|
|
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|
Searle & Co.
|
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|
|
ILESX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group U.S. Large Cap Equity Environmental and Social Values Fund
|
|
|
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|
|
Inscription Capital, LLC
|
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|
Stone House Investment Management, LLC
|
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|
|
Howard Financial Services, Ltd.
|
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|
Capital Advisors, Ltd. LLC
|
|
|
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|
|
Washington Trust Bank
|
|
|
|
|
|
HUSV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Domestic ETF
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
JHTRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 3 Fund Class R6
|
|
|
|
|
|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
Anchor Capital Advisors Llc
|
|
|
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|
|
Ninety One UK Ltd
|
|
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|
Group One Trading, L.p.
|
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|
|
|
Rakuten Investment Management, Inc.
|
|
|
|
|
|
Cibc World Markets Corp
|
|
|
|
|
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
HBK Sorce Advisory LLC
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
LGT Financial Advisors LLC
|
|
|
|
|
|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
|
|
|
|
|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
|
|
|
MOTE - VanEck ETF Trust - VanEck Morningstar ESG Moat ETF
|
|
|
|
|
|
Cypress Capital Group
|
|
|
|
|
|
Spdr S&p 500 Etf Trust
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
|
|
|
|
|
Beaird Harris Wealth Management, LLC
|
|
|
|
|
|
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class
|
|
|
|
|
|
Daiwa Securities Group Inc.
|
|
|
|
|
|
Handelsbanken Fonder AB
|
|
|
|
|
|
One Capital Management, LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P
|
|
|
|
|
|
Generali Investments CEE, investicni spolecnost, a.s.
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
Granite FO LLC
|
|
|
|
|
|
Ag2r La Mondiale Gestion D'actifs
|
|
|
|
|
|
VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares
|
|
|
|
|
|
Great Lakes Advisors, Llc
|
|
|
|
|
|
TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
|
|
|
|
BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class
|
|
|
|
|
|
Woodmont Investment Counsel Llc
|
|
|
|
|
|
Thompson Siegel & Walmsley Llc
|
|
|
|
|
|
Dakota Wealth Management
|
|
|
|
|
|
GTCEX - GLENMEDE FUND INC - Strategic Equity Portfolio
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
|
|
|
|
Spirepoint Private Client, Llc
|
|
|
|
|
|
CMVIX - Blackrock Funds - Blackrock Advantage Large Cap Growth Fund Institutional
|
|
|
|
|
|
True North Advisors, LLC
|
|
|
|
|
|
Cascade Financial Partners, LLC
|
|
|
|
|
|
Applied Finance Capital Management, LLC
|
|
|
|
|
|
Institutional Investment Strategy Fund
|
|
|
|
|
|
Profunds - Profund Vp Bull
|
|
|
|
|
|
Independence Bank of Kentucky
|
|
|
|
|
|
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund
|
|
|
|
|
|
Scott & Selber, Inc.
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
JDIV - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Dividend Leaders ETF
|
|
|
|
|
|
Daymark Wealth Partners, Llc
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF
|
|
|
|
|
|
Change Path, LLC
|
|
|
|
|
|
Stevens Capital Management Lp
|
|
|
|
|
|
JGP Wealth Management, LLC
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
Mogy Joel R Investment Counsel Inc
|
|
|
|
|
|
CoreFirst Bank & Trust
|
|
|
|
|
|
Hrt Financial Lp
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
CAPE - DoubleLine ETF Trust - DoubleLine Shiller CAPE U.S. Equities ETF
|
|
|
|
|
|
City Holding Co
|
|
|
|
|
|
Rakuten Securities, Inc.
|
|
|
|
|
|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
|
|
|
|
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
|
|
|
FDLSX - FIDELITY SELECT PORTFOLIOS - Leisure Portfolio
|
|
|
|
|
|
Range Financial Group LLC
|
|
|
|
|
|
THEQ - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Hedged Equity ETF
|
|
|
|
|
|
FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class
|
|
|
|
|
|
Kornitzer Capital Management Inc /ks
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
Cornerstone Advisors Asset Management, Inc
|
|
|
|
|
|
LGPIX - Profunds - Large-cap Growth Profund Investor Class
|
|
|
|
|
|
GHP Investment Advisors, Inc.
|
|
|
|
|
|
Forsta Ap-fonden
|
|
|
|
|
|
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
|
|
|
|
|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Main Street Group, LTD
|
|
|
|
|
|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
|
|
|
|
|
UCC - PROSHARES TRUST - ProShares Ultra Consumer Services
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
Radnor Capital Management, LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Consumer Discretionary Sector Fund (A)
|
|
|
|
|
|
Oxler Private Wealth LLC
|
|
|
|
|
|
Full Sail Capital, LLC
|
|
|
|
|
|
DnB Asset Management AS
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Mid-cap Growth Fund (a)
|
|
|
|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
Meridian Wealth Management, LLC
|
|
|
|
|
|
FXD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Discretionary AlphaDEX Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1
|
|
|
|
|
|
Employees Retirement System of Texas
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
|
|
|
|
|
|
RYLIX - RYDEX SERIES FUNDS - Leisure Fund Investor Class
|
|
|
|
|
|
Institute for Wealth Management, LLC.
|
|
|
|
|
|
Cornerstone Wealth Management, LLC
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
AlphaStar Capital Management, LLC
|
|
|
|
|
|
Assenagon Asset Management S.A.
|
|
|
|
|
|
FORA Capital, LLC
|
|
|
|
|
|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
|
|
|
|
Integrated Advisors Network LLC
|
|
|
|
|
|
Kmg Fiduciary Partners, Llc
|
|
|
|
|
|
Letson Investment Management, Inc.
|
|
|
|
|
|
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
Ritholtz Wealth Management
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Invesco Diversified Dividend Fund (A)
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
Syon Capital Llc
|
|
|
|
|
|
Arrowroot Family Office, LLC
|
|
|
|
|
|
Ostrum Asset Management
|
|
|
|
|
|
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
|
|
|
|
|
|
Field & Main Bank
|
|
|
|
|
|
Neo Ivy Capital Management
|
|
|
|
|
|
Itau Unibanco Holding S.A.
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
Fort Point Capital Partners LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
|
|
|
|
|
Christopher J. Hasenberg, Inc
|
|
|
|
|
|
RGLGX - American Funds Global Insight Fund - American Funds Global Insight Fund Class R-6
|
|
|
|
|
|
PABU - iSHARES TRUST - iShares Paris-Aligned Climate MSCI USA ETF
|
|
|
|
|
|
Vaughan David Investments Inc/il
|
|
|
|
|
|
Centennial Bank/AR/
|
|
|
|
|
|
Pavion Blue Capital, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class
|
|
|
|
|
|
Hutchinson Capital Management/ca
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
N.E.W. Advisory Services LLC
|
|
|
|
|
|
Rehmann Capital Advisory Group
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
Plante Moran Financial Advisors, LLC
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Growth-Income Fund Class 1
|
|
|
|
|
|
Candlestick Capital Management LP
|
|
|
|
|
|
Marshall & Sterling Wealth Advisors Inc.
|
|
|
|
|
|
Generali Asset Management SPA SGR
|
|
|
|
|
|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
|
|
|
|
|
Maseco Llp
|
|
|
|
|
|
Shepherd Financial Partners LLC
|
|
|
|
|
|
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF
|
|
|
|
|
|
Elo Mutual Pension Insurance Co
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
MBCGX - MASSMUTUAL SELECT FUNDS - MassMutual Select Blue Chip Growth Fund Class A
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
|
|
|
|
Retirement Systems of Alabama
|
|
|
|
|
|
Kentucky Trust Co
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
Black Diamond Financial, LLC
|
|
|
|
|
|
AA Financial Advisors, LLC
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
Simmons Bank
|
|
|
|
|
|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
|
|
|
|
Miracle Mile Advisors, LLC
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Mid Cap Growth Fund Initial Class
|
|
|
|
|
|
FUKOKU MUTUAL LIFE INSURANCE Co
|
|
|
|
|
|
Adviser Investments LLC
|
|
|
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
|
|
|
|
|
|
Kathmere Capital Management, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB
|
|
|
|
|
|
SGAPX - VIRTUS EQUITY TRUST - Virtus SGA Global Growth Fund Class I
|
|
|
|
|
|
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
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Agf Management Ltd
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RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
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|
|
NJ State Employees Deferred Compensation Plan
|
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|
Lion Street Advisors, LLC
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|
Ieq Capital, Llc
|
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FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
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|
Fiduciary Group LLC
|
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|
ETF Store, Inc.
|
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|
Parkworth Wealth Management, Inc.
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Leisure Capital Management
|
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Private Trust Co Na
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Rothschild Investment Llc
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USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF
|
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WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF
|
|
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|
Empower Advisory Group, LLC
|
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JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
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|
CNB Bank
|
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|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
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Hanson & Doremus Investment Management
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CarsonAllaria Wealth Management, Ltd.
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Alhambra Investment Partners LLC
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MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
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Canada Post Corp Registered Pension Plan
|
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Freestone Grove Partners LP
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Cornerstone Wealth Group, LLC
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|
AMERICAN FUNDS INSURANCE SERIES - U.S. Small and Mid Cap Equity Fund Class 4
|
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Sagespring Wealth Partners, Llc
|
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MECDX - MAINSTAY FUNDS TRUST - MainStay Epoch Capital Growth Fund Class A
|
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AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1
|
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|
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF
|
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|
Solstein Capital, LLC
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL T. Rowe Price Capital Appreciation Fund Class 2
|
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Wealthfront Advisers Llc
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Citadel Advisors Llc
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Schrum Private Wealth Management LLC
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Stratos Wealth Partners, LTD.
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Green Harvest Asset Management LLC
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Hills Bank & Trust Co
|
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XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
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ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
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Palumbo Wealth Management LLC
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Sandy Cove Advisors, LLC
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Obsidian Personal Planning Solutions LLC
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Jones Financial Companies Lllp
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TFC Financial Management
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Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares
|
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RYDEX VARIABLE TRUST - Leisure Fund Variable Annuity
|
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Howard Capital Management Inc.
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Capital International Sarl
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Clifford Swan Investment Counsel Llc
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Summit Global Investments
|
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XRLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF
|
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Oppenheimer Asset Management Inc.
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Bank Of Montreal /can/
|
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Westbourne Investment Advisors, Inc.
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Parsons Capital Management Inc/ri
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Douglass Winthrop Advisors, LLC
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ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
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Kovack Advisors, Inc.
|
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SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
|
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FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund
|
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ProShare Advisors LLC
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BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
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EQTIX - SHELTON FUNDS - Shelton Core Value Fund Direct Shares
|
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Global Wealth Strategies & Associates
|
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Two Sigma Investments, Lp
|
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HELO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF
|
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Metis Global Partners, LLC
|
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Sittner & Nelson, Llc
|
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SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
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|
UBS Group AG
|
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|
YHB Investment Advisors, Inc.
|
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Pointe Capital Management LLC
|
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|
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B
|
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|
Sumitomo Mitsui Trust Holdings, Inc.
|
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|
Sierra Summit Advisors Llc
|
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Ervin Investment Management, LLC
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Emerald Investment Partners, Llc
|
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Quadrature Capital Ltd
|
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|
Shakespeare Wealth Management, Inc.
|
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Profund Advisors Llc
|
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|
Commerce Bank
|
|
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|
Strengthening Families & Communities, LLC
|
|
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|
Freestone Capital Holdings, LLC
|
|
|
|
|
|
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Loomis Sayles Global Growth Fund (I)
|
|
|
|
|
|
JHDRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 2 Fund Class R6
|
|
|
|
|
|
MAIMX - VICTORY PORTFOLIOS - Victory Integrity Mid-Cap Value Fund Class A
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock Advantage Large Cap Income ETF
|
|
|
|
|
|
Sound View Wealth Advisors Group, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
|
|
|
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|
Leavell Investment Management, Inc.
|
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|
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|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
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|
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|
UMA Financial Services, Inc.
|
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|
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|
Quadrant Capital Group Llc
|
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|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
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|
Asset Dedication, LLC
|
|
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|
111 Capital
|
|
|
|
|
|
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
|
|
|
|
|
|
Gladstone Institutional Advisory LLC
|
|
|
|
|
|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
|
|
|
|
Heritage Wealth Management, Inc.
|
|
|
|
|
|
44 Wealth Management Llc
|
|
|
|
|
|
FCEUX - FRANKLIN FUND ALLOCATOR SERIES - Franklin U.S. Core Equity (IU) Fund Advisor
|
|
|
|
|
|
Founders Financial Alliance, LLC
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
Mechanics Bank Trust Department
|
|
|
|
|
|
Brighthouse Funds Trust I - T. Rowe Price Mid Cap Growth Portfolio Class A
|
|
|
|
|
|
RPMGX - T. Rowe Price Mid-Cap Growth Fund, Inc. - T. Rowe Price Mid-Cap Growth Fund, Inc.
|
|
|
|
|
|
Stonegate Investment Group, LLC
|
|
|
|
|
|
Canandaigua National Bank & Trust Co
|
|
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|
First National Bank Of Omaha
|
|
|
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|
|
Weaver Consulting Group
|
|
|
|
|
|
Howard Hughes Medical Institute
|
|
|
|
|
|
USS Investment Management Ltd
|
|
|
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|
|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A
|
|
|
|
|
|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
|
|
|
|
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF
|
|
|
|
|
|
Polymer Capital Management (US) LLC
|
|
|
|
|
|
Abacus Planning Group, Inc.
|
|
|
|
|
|
IFM Investors Pty Ltd
|
|
|
|
|
|
Northwest Capital Management Inc
|
|
|
|
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|
Northwestern Mutual Investment Management Company, Llc
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
iA Global Asset Management Inc.
|
|
|
|
|
|
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES
|
|
|
|
|
|
Heritage Investors Management Corp
|
|
|
|
|
|
Congress Park Capital LLC
|
|
|
|
|
|
Retirement Wealth Solutions LLC
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF
|
|
|
|
|
|
PACIFIC SELECT FUND - Hedged Equity Portfolio Class P
|
|
|
|
|
|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
|
|
|
|
|
Perennial Investment Advisors, LLC
|
|
|
|
|
|
Capital Group Private Client Services, Inc.
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
Spectrum Strategic Capital Management, LLC
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
Keystone Financial Group
|
|
|
|
|
|
PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3
|
|
|
|
|
|
First Citizens Bank & Trust Co
|
|
|
|
|
|
Coastline Trust Co
|
|
|
|
|
|
Choate Investment Advisors
|
|
|
|
|
|
SZNE - Pacer Funds Trust - Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
NZUS - SPDR SERIES TRUST - SPDR MSCI USA Climate Paris Aligned ETF
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
Clear Street Markets Llc
|
|
|
|
|
|
Plato Investment Management Ltd
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
Operose Advisors LLC
|
|
|
|
|
|
Enterprise Financial Services Corp
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
|
|
|
|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
|
|
|
|
|
Advisory Alpha, LLC
|
|
|
|
|
|
Painted Porch Advisors LLC
|
|
|
|
|
|
Davidson Trust Co
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
Schmidt P J Investment Management Inc
|
|
|
|
|
|
MTCGX - M FUND INC - M Large Cap Growth Fund
|
|
|
|
|
|
Delta Asset Management Llc/tn
|
|
|
|
|
|
NEOS Investment Management LLC
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF
|
|
|
|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
|
Woodline Partners LP
|
|
|
|
|
|
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A
|
|
|
|
|
|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
Game Plan Financial Advisors, LLC
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
GFG Capital, LLC
|
|
|
|
|
|
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A
|
|
|
|
|
|
Mutual Of America Capital Management Llc
|
|
|
|
|
|
LVOL - AMERICAN CENTURY ETF TRUST - American Century Low Volatility ETF
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
Hall Capital Management Co Inc
|
|
|
|
|
|
American Money Management, LLC
|
|
|
|
|
|
Coston, McIsaac & Partners
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
United Community Bank
|
|
|
|
|
|
Elyxium Wealth, LLC
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
Bank & Trust Co
|
|
|
|
|
|
Stock Yards Bank & Trust Co
|
|
|
|
|
|
PBMares Wealth Management LLC
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
West Oak Capital, LLC
|
|
|
|
|
|
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
|
|
|
|
|
USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A
|
|
|
|
|
|
Axxcess Wealth Management, Llc
|
|
|
|
|
|
Alta Capital Management Llc/
|
|
|
|
|
|
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C
|
|
|
|
|
|
Graypoint LLC
|
|
|
|
|
|
Net Worth Advisory Group
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
MML Series Investment Fund II - MML Equity Rotation Fund Class II
|
|
|
|
|
|
StoneCrest Wealth Management, Inc.
|
|
|
|
|
|
Baker Tilly Financial, Llc
|
|
|
|
|
|
Verus Financial Partners, Inc.
|
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
Platinum Investment Management Ltd
|
|
|
|
|
|
Burney Co/
|
|
|
|
|
|
Brighthouse Funds Trust I - ClearBridge Aggressive Growth Portfolio Class A
|
|
|
|
|
|
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
|
|
|
|
|
|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
|
|
|
|
TD Capital Management LLC
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
Jefferies Financial Group Inc.
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
|
|
|
|
QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares
|
|
|
|
|
|
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB
|
|
|
|
|
|
MFUT - Tidal Trust II - Cambria Chesapeake Pure Trend ETF
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Value
|
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
|
Cypress Asset Management Inc/tx
|
|
|
|
|
|
Pinnacle Financial Partners Inc
|
|
|
|
|
|
Conning Inc.
|
|
|
|
|
|
Paralel Advisors LLC
|
|
|
|
|
|
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund
|
|
|
|
|
|
Catalyst Financial Partners Llc
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class
|
|
|
|
|
|
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares
|
|
|
|
|
|
Ing Groep Nv
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
Sterling Wealth Management, Inc.
|
|
|
|
|
|
Hoertkorn Richard Charles
|
|
|
|
|
|
USRAX - Horizon Funds - Horizon Defensive Multi-Factor Fund Investor Class
|
|
|
|
|
|
FSM Wealth Advisors, LLC
|
|
|
|
|
|
Pitcairn Co
|
|
|
|
|
|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
|
|
|
|
|
First PREMIER Bank
|
|
|
|
|
|
QALGX - Federated MDT Series - Federated MDT Large Cap Growth Fund Class A Shares
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND III - Growth Opportunities Portfolio Initial Class
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
Greykasell Wealth Strategies, Inc.
|
|
|
|
|
|
Citigroup Inc
|
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Susquehanna Fundamental Investments, Llc
|
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Creekmur Asset Management LLC
|
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Augustine Asset Management Inc
|
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Axa S.a.
|
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TNRAX - 1290 Funds - 1290 Avantis U.S. Large Cap Growth Fund Class A
|
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Platform Technology Partners
|
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Geode Capital Management, Llc
|
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Kingsview Wealth Management, LLC
|
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VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
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ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
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Kanawha Capital Management Llc
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SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
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Barr E S & Co
|
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Blackston Financial Advisory Group, LLC
|
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GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class
|
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|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
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|
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio
|
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|
Osborne Partners Capital Management, Llc
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Salem Investment Counselors Inc
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SOA Wealth Advisors, LLC.
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Park Place Capital Corp
|
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Bessemer Group Inc
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VSRDX - VALIC Co I - U.S. Socially Responsible Fund
|
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Vontobel Holding Ltd.
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Wellington Management Group Llp
|
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SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I
|
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|
Paladin Advisory Group, LLC
|
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Skopos Labs, Inc.
|
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Blue Zone Wealth Advisors, LLC
|
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THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
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|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
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|
Sandy Spring Bank
|
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Old Second National Bank Of Aurora
|
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Bank of New Hampshire
|
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FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
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|
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|
FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund
|
|
|
|
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DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
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Baldwin Investment Management, LLC
|
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Wood Tarver Financial Group, LLC
|
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Pensionmark Financial Group, Llc
|
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TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A
|
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Eq Wealth Advisors, Llc
|
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ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio
|
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Webster Bank, N. A.
|
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QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
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Varma Mutual Pension Insurance Co
|
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Mission Wealth Management, Lp
|
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JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Fund (I)
|
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Gallacher Capital Management LLC
|
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ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF
|
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Graney & King, LLC
|
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Yeomans Consulting Group, Inc.
|
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MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
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LMR Partners LLP
|
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Sather Financial Group Inc
|
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BNP Paribas Asset Management Holding S.A.
|
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IVW - iSHARES TRUST - iShares S&P 500 Growth ETF
|
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QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
|
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|
Principia Wealth Advisory, LLC
|
|
|
|
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|
Mn Services Vermogensbeheer B.V.
|
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|
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|
GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class
|
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Fort Washington Investment Advisors Inc /oh/
|
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|
Ci Investments Inc.
|
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Coastal Bridge Advisors, LLC
|
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Fortitude Family Office, LLC
|
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|
Bailard, Inc.
|
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CWA Asset Management Group, LLC
|
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HLIEX - JPMORGAN TRUST II - JPMorgan Equity Income Fund Class I
|
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Farmers & Merchants Investments Inc
|
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|
Tudor Investment Corp Et Al
|
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Zions Bancorporation, National Association /ut/
|
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|
Holocene Advisors, LP
|
|
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|
|
|
CLCEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Large Cap Growth Strategies Fund Institutional Class
|
|
|
|
|
|
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
|
|
|
|
|
|
Farmers Trust Co
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
Relyea Zuckerberg Hanson LLC
|
|
|
|
|
|
RXI - iSHARES TRUST - iShares Global Consumer Discretionary ETF
|
|
|
|
|
|
Motco
|
|
|
|
|
|
Hilltop Holdings Inc.
|
|
|
|
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|
MXXIX - Marsico Investment Fund - Marsico 21st Century Fund
|
|
|
|
|
|
Duncan Williams Asset Management, LLC
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF
|
|
|
|
|
|
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
McElhenny Sheffield Capital Management, LLC
|
|
|
|
|
|
Ashton Thomas Securities, Llc
|
|
|
|
|
|
Linscomb & Williams, Inc.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
DecisionPoint Financial, LLC
|
|
|
|
|
|
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
Round Rock Advisors, LLC
|
|
|
|
|
|
Circle Wealth Management, LLC
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class
|
|
|
|
|
|
NMANX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Mid Cap Growth Fund Investor Class
|
|
|
|
|
|
DJE Kapital AG
|
|
|
|
|
|
MAGA - ETF Series Solutions - Point Bridge GOP Stock Tracker ETF
|
|
|
|
|
|
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F
|
|
|
|
|
|
Fiduciary Alliance LLC
|
|
|
|
|
|
ACWV - iShares, Inc. - iShares Edge MSCI Min Vol Global ETF
|
|
|
|
|
|
SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
Sagard Holdings Management Inc.
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
Salomon & Ludwin, LLC
|
|
|
|
|
|
Southland Equity Partners LLC
|
|
|
|
|
|
Journey Strategic Wealth Llc
|
|
|
|
|
|
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
|
|
|
|
Pflug Koory, LLC
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
|
|
|
|
|
Essex Financial Services, Inc.
|
|
|
|
|
|
Thrivent Core Funds - Thrivent Core Low Volatility Equity Fund
|
|
|
|
|
|
Scissortail Wealth Management, LLC
|
|
|
|
|
|
IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF
|
|
|
|
|
|
Ameriflex Group, Inc.
|
|
|
|
|
|
CBIZ Investment Advisory Services, LLC
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
ITRAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Capital Appreciation Portfolio Class ADV
|
|
|
|
|
|
MCF Advisors LLC
|
|
|
|
|
|
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund
|
|
|
|
|
|
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
Pacific Center for Financial Services
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund
|
|
|
|
|
|
Destination Wealth Management
|
|
|
|
|
|
Washington Trust Advisors, Inc.
|
|
|
|
|
|
Spears Abacus Advisors LLC
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
SNPG - DBX ETF TRUST - Xtrackers S&P 500 Growth ESG ETF
|
|
|
|
|
|
T. Rowe Price Investment Management, Inc.
|
|
|
|
|
|
Credit Industriel Et Commercial
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
Buttonwood Financial Advisors Inc.
|
|
|
|
|
|
Cassaday & Co Wealth Management LLC
|
|
|
|
|
|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
|
|
|
|
|
Addison Advisors LLC
|
|
|
|
|
|
Mbb Public Markets I Llc
|
|
|
|
|
|
TCG Advisory Services, LLC
|
|
|
|
|
|
BOK Financial Private Wealth, Inc.
|
|
|
|
|
|
RFG Advisory, LLC
|
|
|
|
|
|
WestEnd Advisors, LLC
|
|
|
|
|
|
Keener Financial Planning LLC
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
Pinnacle West Asset Management, Inc.
|
|
|
|
|
|
IMCG - iSHARES TRUST - iShares Morningstar Mid-Cap Growth ETF
|
|
|
|
|
|
CZMGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Institutional Class
|
|
|
|
|
|
Impact Capital Partners LLC
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
|
|
|
|
|
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
|
|
|
|
|
Patton Fund Management, Inc.
|
|
|
|
|
|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
|
|
|
Cigna Investments Inc /new
|
|
|
|
|
|
State of Wyoming
|
|
|
|
|
|
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
|
|
|
|
|
Banque Cantonale Vaudoise
|
|
|
|
|
|
Qsemble Capital Management, LP
|
|
|
|
|
|
FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF
|
|
|
|
|
|
Kimelman & Baird, LLC
|
|
|
|
|
|
NOIEX - Northern Funds - Northern Income Equity Fund
|
|
|
|
|
|
Summit Place Financial Advisors, LLC
|
|
|
|
|
|
Advantage Trust Co
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
|
|
|
|
TQCCX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Dividend Equity Fund Class C
|
|
|
|
|
|
ESMV - iSHARES TRUST - iShares ESG MSCI USA Min Vol Factor ETF
|
|
|
|
|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
|
|
|
|
Lansforsakringar Fondforvaltning AB (publ)
|
|
|
|
|
|
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
|
|
|
|
|
Korea Investment CORP
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
|
|
|
Verdence Capital Advisors LLC
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
Ingalls & Snyder Llc
|
|
|
|
|
|
FDIS - FIDELITY COVINGTON TRUST - Fidelity MSCI Consumer Discretionary Index ETF
|
|
|
|
|
|
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
|
|
|
|
|
Missouri Trust & Investment Co
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
LOWV - AB Active ETFs, Inc. - AB US Low Volatility Equity ETF
|
|
|
|
|
|
Secured Retirement Advisors, Llc
|
|
|
|
|
|
Centiva Capital, LP
|
|
|
|
|
|
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class
|
|
|
|
|
|
DoubleLine ETF Adviser LP
|
|
|
|
|
|
Compass Wealth Management LLC
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
Azimuth Capital Investment Management LLC
|
|
|
|
|
|
RD Lewis Holdings, Inc.
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
|
|
|
|
|
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
|
|
|
|
|
|
Signal Advisors Wealth, LLC
|
|
|
|
|
|
FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF
|
|
|
|
|
|
XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF
|
|
|
|
|
|
Alliance Wealth Advisors, LLC /UT
|
|
|
|
|
|
Marsico Capital Management Llc
|
|
|
|
|
|
Capital & Planning, Llc
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
Delta Accumulation, LLC
|
|
|
|
|
|
Nissay Asset Management Corp /japan/ /adv
|
|
|
|
|
|
Albion Financial Group /ut
|
|
|
|
|
|
Williams Jones Wealth Management, LLC.
|
|
|
|
|
|
SGLC - RBB FUND, INC. - SGI U.S. Large Cap Core ETF
|
|
|
|
|
|
WealthTrak Capital Management LLC
|
|
|
|
|
|
CAIBX - CAPITAL INCOME BUILDER - CAPITAL INCOME BUILDER Class A
|
|
|
|
|
|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
|
|
|
|
|
Systematic Alpha Investments, LLC
|
|
|
|
|
|
IRGJX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Growth Index Portfolio Class I
|
|
|
|
|
|
Bullseye Investment Management, LLC
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
MCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Mid Core ETF
|
|
|
|
|
|
FEOPX - FIDELITY INVESTMENT TRUST - Fidelity Enduring Opportunities Fund
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Core Fund Investor A
|
|
|
|
|
|
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund
|
|
|
|
|
|
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
|
|
|
|
|
Brown, Lisle/cummings, Inc.
|
|
|
|
|
|
Onefund, Llc
|
|
|
|
|
|
Gts Securities Llc
|
|
|
|
|
|
AIA Group Ltd
|
|
|
|
|
|
KPP Advisory Services LLC
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
Pacer Advisors, Inc.
|
|
|
|
|
|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
USAAX - USAA MUTUAL FUNDS TRUST - Growth Fund Shares
|
|
|
|
|
|
PPQMX - PRINCIPAL FUNDS, INC. - MidCap Growth Fund III R-3
|
|
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Core Alternative Capital
|
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Trust Asset Management LLC
|
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JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
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|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
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Norges Bank
|
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|
Loomis Sayles & Co L P
|
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Wealthcare Advisory Partners LLC
|
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Monetary Management Group Inc
|
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|
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3
|
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|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
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Fox Run Management, L.l.c.
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BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares
|
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HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
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Hudock, Inc.
|
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Aigen Investment Management, Lp
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MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
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Cullen Investment Group, Ltd.
|
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Blue Fin Capital, Inc.
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1 North Wealth Services Llc
|
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EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
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Westside Investment Management, Inc.
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Cresset Asset Management, LLC
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Iowa State Bank
|
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Rodgers Brothers Inc.
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HighMark Wealth Management LLC
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Dark Forest Capital Management Lp
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DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF
|
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Waddell & Associates, Llc
|
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Northeast Financial Consultants Inc
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SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
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URTH - iShares, Inc. - iShares MSCI World ETF
|
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Simon Quick Advisors, Llc
|
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SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
|
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|
Financial Management Network Inc
|
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Nordea Investment Management Ab
|
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AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
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Swiss National Bank
|
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Bradley Foster & Sargent Inc/ct
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NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
|
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Garrison Point Advisors, Llc
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Bank Of Hawaii
|
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Mufg Securities Americas Inc.
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Portside Wealth Group, LLC
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CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
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Ossiam
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Ar Asset Management Inc
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PHEQ - Morgan Stanley ETF Trust - Parametric Hedged Equity ETF
|
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PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1
|
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XLY - SELECT SECTOR SPDR TRUST - The Consumer Discretionary Select Sector SPDR Fund
|
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Pinnacle Wealth Planning Services, Inc.
|
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Td Private Client Wealth Llc
|
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VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
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Envestnet Portfolio Solutions, Inc.
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ULPIX - Profunds - Ultrabull Profund Investor Class
|
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FBCGX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth K6 Fund
|
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Readystate Asset Management Lp
|
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Penserra Capital Management LLC
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AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
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Magellan Asset Management Ltd
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SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
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Redwood Park Advisors LLC
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JHQAX - JPMorgan Trust I - JPMorgan Hedged Equity Fund Class A
|
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SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
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JGLO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Global Select Equity ETF
|
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POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
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CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
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Gables Capital Management Inc.
|
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Cobblestone Capital Advisors Llc /ny/
|
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Benin Management CORP
|
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Peapack Gladstone Financial Corp
|
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VOOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Growth Index Fund ETF Shares
|
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2
|
|
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|
Hm Payson & Co
|
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|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
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|
Maryland State Retirement & Pension System
|
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|
HB Wealth Management, LLC
|
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Hazlett, Burt & Watson, Inc.
|
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Abn Amro Investment Solutions
|
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CGMM - Capital Group Equity ETF Trust I - Capital Group U.S. Small and Mid Cap ETF Share Class
|
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|
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio
|
|
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|
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|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Loomis Sayles Global Growth Fund Standard Class
|
|
|
|
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|
YOKE - EA Series Trust - Yoke Core ETF
|
|
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|
|
|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
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|
Russell Investments Group, Ltd.
|
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|
Nbt Bank N A /ny
|
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|
Wbh Advisory Inc
|
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|
Park Avenue Securities Llc
|
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Kinneret Advisory, LLC
|
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|
E. Ohman J:or Asset Management AB
|
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Aristides Capital LLC
|
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|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
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|
United Capital Financial Advisers, Llc
|
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|
|
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|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
|
|
|
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|
VCULX - VALIC Co I - Growth Fund
|
|
|
|
|
|
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
|
|
|
|
|
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
|
|
|
|
MGRO - VanEck ETF Trust - VanEck Morningstar Wide Moat Growth ETF
|
|
|
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
|
|
|
|
|
IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I
|
|
|
|
|
|
Parthenon Llc
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
1620 Investment Advisors, Inc.
|
|
|
|
|
|
Windward Capital Management Co /ca
|
|
|
|
|
|
LCM Capital Management Inc
|
|
|
|
|
|
Shell Asset Management Co
|
|
|
|
|
|
Bolthouse Investments, LLC
|
|
|
|
|
|
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
|
|
|
|
|
|
JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Equity Fund (I)
|
|
|
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
|
|
|
|
|
|
Silicon Valley Capital Partners
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
MOJAX - Northern Lights Fund Trust - Power Momentum Index Fund Class A Shares
|
|
|
|
|
|
Flagship Wealth Advisors, Llc
|
|
|
|
|
|
Moody Lynn & Lieberson, Llc
|
|
|
|
|
|
Hennion & Walsh Asset Management, Inc.
|
|
|
|
|
|
Strategic Investment Solutions, Inc. /IL
|
|
|
|
|
|
one8zero8, LLC
|
|
|
|
|
|
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I
|
|
|
|
|
|
Evermay Wealth Management Llc
|
|
|
|
|
|
FUQIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Quality Index Fund
|
|
|
|
|
|
WBIF - Absolute Shares Trust - WBI BullBear Value 3000 ETF
|
|
|
|
|
|
FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class
|
|
|
|
|
|
Lowe Brockenbrough & Co Inc
|
|
|
|
|
|
S.A. Mason LLC
|
|
|
|
|
|
IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A
|
|
|
|
|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
|
|
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
|
|
|
|
|
Stratos Wealth Advisors, LLC
|
|
|
|
|
|
Hendershot Investments Inc.
|
|
|
|
|
|
Vestor Capital, Llc
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
Texas Yale Capital Corp.
|
|
|
|
|
|
Tradewinds Capital Management, LLC
|
|
|
|
|
|
Pettee Investors, Inc.
|
|
|
|
|
|
AUXAX - FORUM FUNDS - Auxier Focus Fund A Shares
|
|
|
|
|
|
Marcum Wealth, LLC
|
|
|
|
|
|
Atlantic Edge Private Wealth Management, LLC
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Disciplined Core Value Fund Service Class
|
|
|
|
|
|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
|
|
|
|
Frisch Financial Group, Inc.
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
Acap Strategic Fund
|
|
|
|
|
|
Jaffetilchin Investment Partners, LLC
|
|
|
|
|
|
Buckingham Strategic Partners
|
|
|
|
|
|
Trust Co Of Toledo Na /oh/
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
GLBL - Pacer Funds Trust - Pacer MSCI World Industry Advantage ETF
|
|
|
|
|
|
WealthTrust Axiom LLC
|
|
|
|
|
|
Milliman Variable Insurance Trust - Milliman - Capital Group Hedged U.S. Income and Growth Fund Class 3
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
Summit Financial, LLC
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
JNL SERIES TRUST - JNL/JPMorgan Hedged Equity Fund (A)
|
|
|
|
|
|
Colonial Trust Advisors
|
|
|
|
|
|
Paces Ferry Wealth Advisors, Llc
|
|
|
|
|
|
Congress Wealth Management LLC / DE /
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB
|
|
|
|
|
|
Oxford Asset Management Llp
|
|
|
|
|
|
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
|
|
|
|
|
Meeder Asset Management Inc
|
|
|
|
|
|
RB Capital Management, LLC
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
IMG Wealth Management, Inc.
|
|
|
|
|
|
Royal London Asset Management Ltd
|
|
|
|
|
|
Tyler-Stone Wealth Management
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
Crews Bank & Trust
|
|
|
|
|
|
Cetera Trust Company, N.A
|
|
|
|
|
|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
|
|
|
|
Ccm Investment Group, Llc
|
|
|
|
|
|
Wellington Shields Capital Management, LLC
|
|
|
|
|
|
Central Pacific Bank - Trust Division
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
Tiaa Trust, National Association
|
|
|
|
|
|
LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
MOKAN Wealth Management Inc.
|
|
|
|
|
|
Pathway Financial Advisers, LLC
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
TCAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Premium Income ETF
|
|
|
|
|
|
SEIQ - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Quality Factor ETF
|
|
|
|
|
|
Deseret Mutual Benefit Administrators
|
|
|
|
|
|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
|
|
|
|
|
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
|
|
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares
|
|
|
|
|
|
Cullinan Associates Inc
|
|
|
|
|
|
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
|
|
|
|
|
VGLSX - VALIC Co I - Global Strategy Fund
|
|
|
|
|
|
Bnp Paribas
|
|
|
|
|
|
Guggenheim Strategic Opportunities Fund
|
|
|
|
|
|
Transce3nd, LLC
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
Forbes J M & Co Llp
|
|
|
|
|
|
Silvant Capital Management LLC
|
|
|
|
|
|
Kingswood Wealth Advisors, Llc
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A
|
|
|
|
|
|
Invesco, Llc
|
|
|
|
|
|
STXV - EA Series Trust - Strive 1000 Value ETF
|
|
|
|
|
|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
|
|
|
TCI Wealth Advisors, Inc.
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
Wedmont Private Capital
|
|
|
|
|
|
Meiji Yasuda Asset Management Co Ltd.
|
|
|
|
|
|
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
SILVX - RBB FUND, INC. - SGI U.S. Large Cap Equity Fund Class I
|
|
|
|
|
|
Total Investment Management Inc
|
|
|
|
|
|
Pinnacle Associates Ltd
|
|
|
|
|
|
PACIFIC SELECT FUND - Mid-Cap Growth Portfolio Class I
|
|
|
|
|
|
Financial Network Wealth Advisors LLC
|
|
|
|
|
|
Bridge Generations Wealth Management Llc
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
Sofos Investments, Inc.
|
|
|
|
|
|
Pittenger & Anderson Inc
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I
|
|
|
|
|
|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
|
|
|
|
|
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
|
|
|
|
|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
|
|
|
American National Bank
|
|
|
|
|
|
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
|
|
|
|
|
Volterra Technologies LP
|
|
|
|
|
|
Biltmore Family Office, LLC
|
|
|
|
|
|
Camrose Capital Investment Partners LLP
|
|
|
|
|
|
FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Capital Group Research Portfolio Class IB
|
|
|
|
|
|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
Principal Street Partners, LLC
|
|
|
|
|
|
Advantage Advisers Xanthus Fund, L.l.c.
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
|
|
|
|
|
CFS Investment Advisory Services, LLC
|
|
|
|
|
|
Spinnaker Investment Group, LLC
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
Gulf International Bank (UK) Ltd
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
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|
|
Dynamic Technology Lab Private Ltd
|
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|
|
Eagle Global Advisors Llc
|
|
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|
Hartford Financial Management Inc.
|
|
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|
Burke & Herbert Bank & Trust Co
|
|
|
|
|
|
CAPROCK Group, Inc.
|
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|
|
|
|
Dogwood Wealth Management LLC
|
|
|
|
|
|
Illinois Municipal Retirement Fund
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
Westwood Holdings Group Inc
|
|
|
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|
|
Grimes & Company, Inc.
|
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|
Friedenthal Financial
|
|
|
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|
Rathbone Brothers plc
|
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|
Haverford Trust Co
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
DVND - Touchstone ETF Trust - Touchstone Dividend Select ETF
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
FLAG - Global X Funds - Global X S&P 500 U.S. Market Leaders Top 50 ETF
|
|
|
|
|
|
North Star Asset Management Inc
|
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|
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|
|
Jackson Hole Capital Partners, LLC
|
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Key FInancial Inc
|
|
|
|
|
|
NEWFX - NEW WORLD FUND INC - NEW WORLD FUND INC Class A
|
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|
|
|
Bank Of America Corp /de/
|
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|
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|
Kavar Capital Partners Group, Llc
|
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|
National Asset Management, Inc.
|
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|
Erste Asset Management GmbH
|
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Headinvest, Llc
|
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Howland Capital Management Llc
|
|
|
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|
AE Wealth Management LLC
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
|
|
|
|
|
TCTC Holdings, LLC
|
|
|
|
|
|
Quest 10 Wealth Builders, Inc.
|
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|
|
|
|
Sigma Planning Corp
|
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|
Investment Management Corp of Ontario
|
|
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Lvm Capital Management Ltd/mi
|
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|
Fayez Sarofim & Co
|
|
|
|
|
|
Chesley Taft & Associates LLC
|
|
|
|
|
|
IMA Wealth, Inc.
|
|
|
|
|
|
Bahl & Gaynor Inc
|
|
|
|
|
|
BUFEX - BUFFALO FUNDS - Buffalo Large Cap Fund Investor Class
|
|
|
|
|
|
Nicolet Bankshares Inc
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
|
|
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF
|
|
|
|
|
|
FBCG - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Growth ETF
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
Bard Financial Services, Inc.
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF
|
|
|
|
|
|
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
Putnam Fl Investment Management Co
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
RSPD - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Consumer Discretionary ETF
|
|
|
|
|
|
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
Courier Capital Llc
|
|
|
|
|
|
GDLFX - FundVantage Trust - Gotham Defensive Long 500 Fund Institutional Class
|
|
|
|
|
|
Belmont Capital, LLC
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF
|
|
|
|
|
|
VVJEX - Voya EQUITY TRUST - Voya VACS Series MCV Fund
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
FAOFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Growth Opportunities Fund
|
|
|
|
|
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
First National Bank Sioux Falls
|
|
|
|
|
|
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A
|
|
|
|
|
|
OALC - UNIFIED SERIES TRUST - OneAscent Large Cap Core ETF
|
|
|
|
|
|
Grayhawk Investment Strategies Inc.
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P
|
|
|
|
|
|
Alpine Bank Wealth Management
|
|
|
|
|
|
Heritage Wealth Advisors
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
ICW Investment Advisors LLC
|
|
|
|
|
|
Mediolanum International Funds Ltd
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Enhanced Index VP Initial
|
|
|
|
|
|
Legacy Wealth Asset Management, LLC
|
|
|
|
|
|
Brave Asset Management Inc
|
|
|
|
|
|
PRWCX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation Fund
|
|
|
|
|
|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
|
|
|
|
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
|
|
|
|
|
Naples Global Advisors, Llc
|
|
|
|
|
|
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
|
|
|
|
|
Meeder Advisory Services, Inc.
|
|
|
|
|
|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Railway Pension Investments Ltd
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
Advanced Series Trust - Ast Advanced Strategies Portfolio
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
First National Bank & Trust Co Of Newtown
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
WANT - Direxion Shares ETF Trust - Direxion Daily Consumer Discretionary Bull 3X Shares
|
|
|
|
|
|
Financial Gravity Companies, Inc.
|
|
|
|
|
|
LSEQ - Harbor ETF Trust - Harbor Long-Short Equity ETF
|
|
|
|
|
|
Gw Henssler & Associates Ltd
|
|
|
|
|
|
Eastern Bank
|
|
|
|
|
|
Thompson Investment Management, Inc.
|
|
|
|
|
|
Quest Partners LLC
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
Nicolet Advisory Services, Llc
|
|
|
|
|
|
Hunter Associates Investment Management Llc
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
|
|
|
|
|
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
|
|
|
|
|
|
ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
OneAscent Wealth Management LLC
|
|
|
|
|
|
Eaton Vance Tax-managed Global Buy-write Opportunities Fund
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
Banco Santander, S.A.
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
Spinnaker Trust
|
|
|
|
|
|
CWGIX - CAPITAL WORLD GROWTH & INCOME FUND - CAPITAL WORLD GROWTH & INCOME FUND Class A
|
|
|
|
|
|
VCBCX - VALIC Co I - Blue Chip Growth Fund
|
|
|
|
|
|
VMGIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Growth Index Fund Investor Shares
|
|
|
|
|
|
Zwj Investment Counsel Inc
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
Founders Capital Management
|
|
|
|
|
|
Buckhead Capital Management Llc
|
|
|
|
|
|
ACSI - Tidal ETF Trust - American Customer Satisfaction ETF
|
|
|
|
|
|
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF
|
|
|
|
|
|
Atom Investors LP
|
|
|
|
|
|
Synergy Financial Management, LLC
|
|
|
|
|
|
Penobscot Investment Management Company, Inc.
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class
|
|
|
|
|
|
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
|
|
|
|
|
|
BLPIX - Profunds - Bull Profund Investor Class
|
|
|
|
|
|
FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class
|
|
|
|
|
|
Lombard Odier Asset Management (Switzerland) SA
|
|
|
|
|
|
VIGRX - VANGUARD INDEX FUNDS - Vanguard Growth Index Fund Investor Shares
|
|
|
|
|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
|
|
|
|
PEPS - Morgan Stanley ETF Trust - Parametric Equity Plus ETF
|
|
|
|
|
|
Caxton Associates Llp
|
|
|
|
|
|
Arista Wealth Management, LLC
|
|
|
|
|
|
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
|
|
|
|
Elk River Wealth Management, LLC
|
|
|
|
|
|
Pacific Point Advisors, LLC
|
|
|
|
|
|
AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Growth Fund Class 1
|
|
|
|
|
|
Norinchukin Bank, The
|
|
|
|
|
|
Nomura Holdings Inc
|
|
|
|
|
|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
|
|
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
|
|
|
|
|
|
Ironwood Financial, llc
|
|
|
|
|
|
Aspect Partners, LLC
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
Dai-Ichi Life Insurance Company, Ltd
|
|
|
|
|
|
Joel Isaacson & Co., LLC
|
|
|
|
|
|
MetLife Investment Management, LLC
|
|
|
|
|
|
Welch Group, LLC
|
|
|
|
|
|
Whalerock Point Partners, Llc
|
|
|
|
|
|
Candriam Luxembourg S.C.A.
|
|
|
|
|
|
Foundations Investment Advisors, LLC
|
|
|
|
|
|
AdvisorShares Investments LLC
|
|
|
|
|
|
JAFRX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Capital Appreciation Value Trust NAV Class
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
Capital Advisors Inc/ok
|
|
|
|
|
|
EATZ - AdvisorShares Trust - AdvisorShares Restaurant ETF
|
|
|
|
|
|
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A
|
|
|
|
|
|
CGNG - Capital Group New Geography Equity ETF - Capital Group New Geography Equity ETF Share Class
|
|
|
|
|
|
LGLV - SPDR SERIES TRUST - SPDR SSGA US Large Cap Low Volatility Index ETF
|
|
|
|
|
|
Coppell Advisory Solutions LLC
|
|
|
|
|
|
Gill Capital Partners, Llc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Equity-Income Portfolio Class 1
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares
|
|
|
|
|
|
SCLZ - NORTHERN LIGHTS FUND TRUST III - Swan Enhanced Dividend Income ETF
|
|
|
|
|
|
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
|
|
|
|
|
|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
Confluence Wealth Services, Inc.
|
|
|
|
|
|
Eukles Asset Management
|
|
|
|
|
|
New Mexico Educational Retirement Board
|
|
|
|
|
|
Cadent Capital Advisors, LLC
|
|
|
|
|
|
FIL Ltd
|
|
|
|
|
|
IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
IYC - iSHARES TRUST - iShares U.S. Consumer Services ETF
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
Modera Wealth Management, LLC
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio
|
|
|
|
|
|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
Silverlake Wealth Management Llc
|
|
|
|
|
|
Evercore Wealth Management, LLC
|
|
|
|
|
|
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio
|
|
|
|
|
|
Olistico Wealth, LLC
|
|
|
|
|
|
Emprise Bank
|
|
|
|
|
|
ASR Vermogensbeheer N.V.
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
Everett Harris & Co /ca/
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
Crewe Advisors LLC
|
|
|
|
|
|
Burns J W & Co Inc/ny
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
Bernard Wealth Management Corp.
|
|
|
|
|
|
ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund
|
|
|
|
|
|
AIVSX - INVESTMENT CO OF AMERICA - INVESTMENT CO OF AMERICA Class A
|
|
|
|
|
|
Scotia Capital Inc.
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
|
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
|
|
|
|
|
|
Beaton Management Co. Inc.
|
|
|
|
|
|
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
|
|
|
|
|
SOL Capital Management CO
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
|
|
|
|
|
EMOT - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust S&P 500 Economic Moat ETF
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
Impact Investors, Inc
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
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VCDAX - VANGUARD WORLD FUND - Vanguard Consumer Discretionary Index Fund Admiral Shares
|
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|
|
|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
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|
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares
|
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|
Savant Capital, LLC
|
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|
|
Wealthbridge Capital Management, Llc
|
|
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|
Richwood Investment Advisors, LLC
|
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FLDFX - Meeder Funds - BALANCED FUND Retail Class
|
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|
AustralianSuper Pty Ltd
|
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|
Reuter James Wealth Management, Llc
|
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|
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|
Texas Bank & Trust Co
|
|
|
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|
|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
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|
|
|
J.w. Cole Advisors, Inc.
|
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|
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|
|
Peoples Financial Services Corp.
|
|
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|
Johnson Financial Group, Inc.
|
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|
Brown Brothers Harriman & Co
|
|
|
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|
FQAL - FIDELITY COVINGTON TRUST - Fidelity Quality Factor ETF
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
Tax-managed Growth Portfolio - Tax-managed Growth Portfolio
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
|
|
|
|
|
|
Blume Capital Management, Inc.
|
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|
Susquehanna Portfolio Strategies, LLC
|
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Great West Life Assurance Co /can/
|
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Nvwm, Llc
|
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Pure Financial Advisors, Inc.
|
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QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
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|
Wesbanco Bank Inc
|
|
|
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|
Groupama Asset Managment
|
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NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A
|
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|
Synovus Financial Corp
|
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|
|
|
QGRW - WisdomTree Trust - WisdomTree U.S. Quality Growth Fund N/A
|
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GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
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|
Benedict Financial Advisors Inc
|
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|
Tompkins Financial Corp
|
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Murphy & Mullick Capital Management Corp
|
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Mariner, LLC
|
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CFAGX - COMMERCE FUNDS - The MidCap Growth Fund Shares
|
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Adirondack Trust Co
|
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NOSIX - Northern Funds - Northern Stock Index Fund
|
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LFA - Lugano Financial Advisors SA
|
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MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
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Royal Bank Of Canada
|
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MTM Investment Management, LLC
|
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CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF
|
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|
JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF
|
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Capital World Investors
|
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QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1
|
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Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares
|
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Capital International Inc /ca/
|
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GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional
|
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PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
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Principal Securities, Inc.
|
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Allianz Se
|
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Aqr Capital Management Llc
|
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New York Life Investment Management Llc
|
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Whipplewood Advisors, LLC
|
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Cohen Capital Management, Inc.
|
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RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
|
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|
Putney Financial Group LLC
|
|
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|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
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|
|
NS Partners Ltd
|
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|
|
Clean Yield Group
|
|
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|
Chevy Chase Trust Holdings, Inc.
|
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|
|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco ESG S&P 500 Equal Weight ETF
|
|
|
|
|
|
FourThought Financial Partners, LLC
|
|
|
|
|
|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
|
|
|
|
|
|
BKD Wealth Advisors, LLC
|
|
|
|
|
|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
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|
Midwest Trust Co
|
|
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|
Millennium Management Llc
|
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SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A
|
|
|
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|
|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Global Growth Fund Class 1
|
|
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|
|
|
Jpmorgan Chase & Co
|
|
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|
|
Winton Capital Group Ltd
|
|
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|
|
|
IEDI - iShares U.S. ETF Trust - iShares Evolved U.S. Discretionary Spending ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A
|
|
|
|
|
|
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF
|
|
|
|
|
|
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
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|
Lountzis Asset Management, Llc
|
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|
Hook Mill Capital Partners, LP
|
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|
|
GWM Advisors LLC
|
|
|
|
|
|
Checchi Capital Advisers, LLC
|
|
|
|
|
|
Barrett & Company, Inc.
|
|
|
|
|
|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
Syverson Strege & Co
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
Watchman Group, Inc.
|
|
|
|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
Tokio Marine Asset Management Co Ltd
|
|
|
|
|
|
Equitable Holdings, Inc.
|
|
|
|
|
|
Profunds - Profund Vp Ultrabull
|
|
|
|
|
|
Semmax Financial Advisors Inc.
|
|
|
|
|
|
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A
|
|
|
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
|
|
|
|
|
Trajan Wealth LLC
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
JEPI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
SVTAX - Sei Institutional Managed Trust - Simt Global Managed Volatility Fund Class F
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Janus Henderson U.S. Low Volatility Portfolio
|
|
|
|
|
|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
|
|
|
|
|
Liberty All Star Equity Fund
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Large Cap Growth Fund Initial Class
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
|
|
|
|
|
New England Capital Financial Advisors LLC
|
|
|
|
|
|
Chicago Capital, LLC
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
SPLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
|
|
|
|
|
|
Smallwood Wealth Investment Management, LLC
|
|
|
|
|
|
Capstone Investment Advisors, Llc
|
|
|
|
|
|
Clarius Group, LLC
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
Global X Japan Co., Ltd.
|
|
|
|
|
|
Northwest & Ethical Investments L.P.
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
Winthrop Capital Management, LLC
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
Cozad Asset Management Inc
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
Kelman-Lazarov, Inc.
|
|
|
|
|
|
Argent Trust Co
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
IFG Advisory, LLC
|
|
|
|
|
|
GEIZX - GuideStone Funds - Growth Equity Index Fund Investor
|
|
|
|
|
|
Advisors Capital Management, LLC
|
|
|
|
|
|
Commerzbank Aktiengesellschaft /fi
|
|
|
|
|
|
Trifecta Capital Advisors, LLC
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
Dover Advisors, Llc
|
|
|
|
|
|
Logan Capital Management Inc
|
|
|
|
|
|
PENN SERIES FUNDS INC - Flexibly Managed Fund
|
|
|
|
|
|
Hilltop National Bank
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
|
|
|
|
Legend Financial Advisors, Inc.
|
|
|
|
|
|
Bridgewater Advisors Inc.
|
|
|
|
|
|
Van Hulzen Asset Management, LLC
|
|
|
|
|
|
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
Cidel Asset Management Inc
|
|
|
|
|
|
Epoch Investment Partners, Inc.
|
|
|
|
|
|
Raiffeisen Bank International AG
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
Halbert Hargrove Global Advisors, Llc
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
|
|
|
|
|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
Iron Horse Wealth Management, LLC
|
|
|
|
|
|
TVAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Value ETF
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
Longboard Asset Management, LP
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
IVE - iSHARES TRUST - iShares S&P 500 Value ETF
|
|
|
|
|
|
CGDG - Capital Group Dividend Growers ETF - Capital Group Dividend Growers ETF Share Class
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
HQGO - Lattice Strategies Trust - Hartford US Quality Growth ETF
|
|
|
|
|
|
Horizons Wealth Management
|
|
|
|
|
|
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
|
|
|
|
Aristeia Capital Llc
|
|
|
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
|
|
|
|
|
Markel Corp
|
|
|
|
|
|
Northern Financial Advisors Inc
|
|
|
|
|
|
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
Townsquare Capital Llc
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
ACVF - ETF Opportunities Trust - American Conservative Values ETF
|
|
|
|
|
|
FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund
|
|
|
|
|
|
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares
|
|
|
|
|
|
Marshall & Sullivan Inc /wa/
|
|
|
|
|
|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
|
|
|
|
|
Graver Capital Management, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
PRCFX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation and Income Fund
|
|
|
|
|
|
LQAI - Exchange Listed Funds Trust - LG QRAFT AI-Powered U.S. Large Cap Core ETF
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
|
Empire Financial Management Company, LLC
|
|
|
|
|
|
PharVision Advisers, LLC
|
|
|
|
|
|
Glen Eagle Advisors, LLC
|
|
|
|
|
|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
|
|
|
|
|
Delta Capital Management Llc
|
|
|
|
|
|
Voleon Capital Management Lp
|
|
|
|
|
|
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF
|
|
|
|
|
|
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A
|
|
|
|
|
|
Oakworth Capital, Inc.
|
|
|
|
|
|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
Paragon Financial Partners, Inc.
|
|
|
|
|
|
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
|
|
|
|
|
FMSGX - FRONTIER FUNDS, INC. - Frontier MFG Global Sustainable Fund Institutional Class Shares
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
STFBX - Advisers Investment Trust - State Farm Balanced Fund
|
|
|
|
|
|
Shufro Rose & Co Llc
|
|
|
|
|
|
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
Quent Capital, LLC
|
|
|
|
|
|
SGLIX - RBB FUND, INC. - SGI Global Equity Fund Class I Shares
|
|
|
|
|
|
Icon Wealth Advisors, LLC
|
|
|
|
|
|
Skandinaviska Enskilda Banken AB (publ)
|
|
|
|
|
|
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
Binnacle Investments Inc
|
|
|
|
|
|
Camden National Bank
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
STXD - EA Series Trust - Strive 1000 Dividend Growth ETF
|
|
|
|
|
|
Sherbrooke Park Advisers Llc
|
|
|
|
|
|
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Mid Cap Growth Portfolio Class I
|
|
|
|
|
|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
|
|
|
|
|
Ilmarinen Mutual Pension Insurance Co
|
|
|
|
|
|
OmniStar Financial Group, Inc.
|
|
|
|
|
|
DRIPX - MP63 FUND INC - MP63 Fund
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
MXMGX - GREAT-WEST FUNDS INC - Great-West T. Rowe Price Mid Cap Growth Fund Investor Class
|
|
|
|
|
|
Cheviot Value Management, LLC
|
|
|
|
|
|
BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund
|
|
|
|
|
|
LSAGX - Natixis Funds Trust II - Loomis Sayles Global Growth Fund Class A
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
Quarry LP
|
|
|
|
|
|
SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
Wolverine Asset Management Llc
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
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GVIZX - GuideStone Funds - Value Equity Index Fund Investor
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Appleton Partners Inc/ma
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Public Sector Pension Investment Board
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BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I
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EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB
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SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A
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Ballew Advisors, Inc
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GPIGX - GPS Funds II - GuidePath(R) Growth and Income Fund
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OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund
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Morton Brown Family Wealth, LLC
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BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio
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Hantz Financial Services, Inc.
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Merit Financial Group, LLC
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Nemes Rush Group LLC
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Cross Staff Investments Inc
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Brinker Capital Investments, LLC
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R Squared Ltd
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Bfsg, Llc
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Financial Engines Advisors L.L.C.
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Sapient Capital Llc
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Indiana Trust & Investment Management CO
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Point72 Asset Management, L.P.
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Franklin Street Advisors Inc /nc
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WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
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Decker Retirement Planning Inc.
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Charter Oak Capital Management, LLC
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V-Square Quantitative Management LLC
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Old National Bancorp /in/
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Vestcor Inc
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Marco Investment Management Llc
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Cape Investment Advisory, Inc.
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NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
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Plancorp, LLC
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Money Concepts Capital Corp
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Sustainable Growth Advisers, LP
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FMDGX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Growth Index Fund
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BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A
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OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund
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Crossmark Global Holdings, Inc.
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Ubs Asset Management Americas Inc
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Rockefeller Capital Management L.P.
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AMERICAN FUNDS INSURANCE SERIES - Global Growth and Income Fund Class 1
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Blair William & Co/il
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PayPay Securities Corp
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Capital Research Global Investors
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LGRRX - LOOMIS SAYLES FUNDS II - Loomis Sayles Growth Fund Class A
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Massmutual Trust Co Fsb/adv
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JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF
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Arizona State Retirement System
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Sheaff Brock Investment Advisors, LLC
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North Star Investment Management Corp.
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HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
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Alps Advisors Inc
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FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1
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Harrell Investment Partners, Llc
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Profunds - Profund Vp Consumer Services
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Panagora Asset Management Inc
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PDS Planning, Inc
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SPDG - SPDR SERIES TRUST - SPDR Portfolio S&P Sector Neutral Dividend ETF
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Kayne Anderson Rudnick Investment Management Llc
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HIDV - AB Active ETFs, Inc. - AB US High Dividend ETF
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MSH Capital Advisors LLC
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TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
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Bank of New York Mellon Corp
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Virginia Retirement Systems Et Al
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JustInvest LLC
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Groupe la Francaise
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FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund
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FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class
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VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class
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NewEdge Wealth, LLC
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IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
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GM Advisory Group, Inc.
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Novak & Powell Financial Services, Inc.
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USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF
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Janney Montgomery Scott LLC
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FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
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PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF
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Jane Street Group, Llc
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Northwestern Mutual Wealth Management Co
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BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A
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US Asset Management LLC
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DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
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Acadian Asset Management Llc
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King Luther Capital Management Corp
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Tsfg, Llc
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CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
|
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NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K
|
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Jacobi Capital Management LLC
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State of Tennessee, Treasury Department
|
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APG Asset Management N.V.
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POWA - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Defensive Equity ETF
|
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BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund
|
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XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
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Citizens Financial Group Inc/ri
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TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
|
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Hallmark Capital Management Inc
|
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GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
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EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
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MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
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TCAF - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Equity ETF
|
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SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1
|
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CX Institutional
|
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Rafferty Asset Management, LLC
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GSG Advisors LLC
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CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
|
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Ameriprise Financial Inc
|
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
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TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
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Regions Financial Corp
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HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
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J. Safra Sarasin Holding AG
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Frank, Rimerman Advisors LLC
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Kilter Group LLC
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|
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B
|
|
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|
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JDESX - JPMorgan Trust I - JPMorgan U.S. Research Enhanced Equity Fund Class I
|
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FineMark National Bank & Trust
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Investment House Llc
|
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Walleye Capital LLC
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Charles Schwab Investment Management Inc
|
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GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF
|
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GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
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Cohen Klingenstein LLC
|
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|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
|
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Sterling Capital Management LLC
|
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|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
|
|
|
Wealth Preservation Advisors, LLC
|
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|
Wesleyan Assurance Society
|
|
|
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|
FSBDX - FIDELITY SECURITIES FUND - Fidelity Series Blue Chip Growth Fund
|
|
|
|
|
|
Griffin Asset Management, Inc.
|
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|
HighPoint Advisor Group LLC
|
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|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
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|
Nuveen, LLC
|
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|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
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|
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
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|
Nilsine Partners, LLC
|
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|
Umb Bank N A/mo
|
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|
PRAXIS FUNDS - Praxis Impact Large Cap Growth ETF
|
|
|
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|
Silvercrest Asset Management Group Llc
|
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|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
|
|
|
|
Oxbow Advisors, LLC
|
|
|
|
|
|
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
Busey Wealth Management
|
|
|
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|
|
QAACX - Federated MDT Series - Federated MDT All Cap Core Fund Class A Shares
|
|
|
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|
|
Investment Partners, Ltd.
|
|
|
|
|
|
First Western Trust Bank
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class
|
|
|
|
|
|
FBGRX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth Fund
|
|
|
|
|
|
Kodai Capital Management LP
|
|
|
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|
|
Siemens Fonds Invest GmbH
|
|
|
|
|
|
Valued Wealth Advisors LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
|
|
|
|
|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
First Foundation Advisors
|
|
|
|
|
|
VCGAX - VALIC Co I - Growth & Income Fund
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1
|
|
|
|
|
|
Access Investment Management LLC
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
|
MorganRosel Wealth Management, LLC
|
|
|
|
|
|
Magnolia Capital Advisors Llc
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Growth
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
Boyd Watterson Asset Management Llc/oh
|
|
|
|
|
|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
|
|
|
|
VSTIX - VALIC Co I - Stock Index Fund
|
|
|
|
|
|
Baader Bank INC
|
|
|
|
|
|
B. Metzler seel. Sohn & Co. AG
|
|
|
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|
|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
|
|
|
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
Capital Group Investment Management Pte. Ltd.
|
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