|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Social Awareness Fund Standard Class
|
|
|
|
|
|
Bank of Jackson Hole Trust
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
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|
Global Trust Asset Management, LLC
|
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|
Jacobs & Co/ca
|
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|
|
BKDV - BNY Mellon ETF Trust II - BNY Mellon Dynamic Value ETF
|
|
|
|
|
|
CAPROCK Group, Inc.
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
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|
|
|
DVND - Touchstone ETF Trust - Touchstone Dividend Select ETF
|
|
|
|
|
|
FYEE - Fidelity Greenwood Street Trust - Fidelity Yield Enhanced Equity ETF
|
|
|
|
|
|
Union Savings Bank
|
|
|
|
|
|
Sittner & Nelson, Llc
|
|
|
|
|
|
NMUAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Multi-Cap Opportunities Fund Class A
|
|
|
|
|
|
Whitener Capital Management, Inc.
|
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|
Louisbourg Investments Inc.
|
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|
Catalyst Financial Partners Llc
|
|
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|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
SOA Wealth Advisors, LLC.
|
|
|
|
|
|
Brighthouse Funds Trust I - T. Rowe Price Large Cap Value Portfolio Class A
|
|
|
|
|
|
Agf Management Ltd
|
|
|
|
|
|
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
|
|
|
|
|
|
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
|
|
|
|
|
FTCE - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust New Constructs Core Earnings Leaders ETF
|
|
|
|
|
|
Camelot Portfolios, LLC
|
|
|
|
|
|
QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Cwm, Llc
|
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|
|
|
|
LPL Financial LLC
|
|
|
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|
|
Investors Research Corp
|
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|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
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|
|
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|
APG Asset Management N.V.
|
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|
Good Steward Wealth Advisors,LLC
|
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|
Courier Capital Llc
|
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|
Cambridge Advisors Inc.
|
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|
Banco Bilbao Vizcaya Argentaria, S.a.
|
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|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
DFMAX - ADVISORS SERIES TRUST - Davidson Multi-Cap Equity Fund Class A
|
|
|
|
|
|
Cohen Klingenstein LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
|
|
|
|
Swedbank AB
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
DSHFX - Brinker Capital Destinations Trust - Destinations Shelter Fund Class I
|
|
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|
Klp Kapitalforvaltning As
|
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|
Acadian Asset Management Llc
|
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|
ACWV - iShares, Inc. - iShares Edge MSCI Min Vol Global ETF
|
|
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|
|
Teza Capital Management LLC
|
|
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|
Gamco Investors, Inc. Et Al
|
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|
Charles Schwab Investment Management Inc
|
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|
Holderness Investments Co
|
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|
MFQAX - AMG Funds I - AMG FQ Tax-Managed U.S. Equity Fund Class N
|
|
|
|
|
|
Midwest Trust Co
|
|
|
|
|
|
CURE - Direxion Shares ETF Trust - Direxion Daily Healthcare Bull 3X Shares
|
|
|
|
|
|
PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares
|
|
|
|
|
|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
|
|
|
|
|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
|
|
|
|
|
Smith Chas P & Associates Pa Cpas
|
|
|
|
|
|
Equitable Trust Co
|
|
|
|
|
|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
|
|
|
|
Bigelow Investment Advisors, LLC
|
|
|
|
|
|
SevenBridge Financial Group, LLC
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
MFWTX - MFS SERIES TRUST VI - MFS Global Total Return Fund A
|
|
|
|
|
|
Buckhead Capital Management Llc
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
Binnacle Investments Inc
|
|
|
|
|
|
Radnor Capital Management, LLC
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
Signature Resources Capital Management, LLC
|
|
|
|
|
|
APG Asset Management US Inc.
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
DMKC Advisory Services, LLC
|
|
|
|
|
|
First Manhattan Co
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
FEBAX - FIRST EAGLE FUNDS - First Eagle Global Income Builder Fund Class A
|
|
|
|
|
|
Nvwm, Llc
|
|
|
|
|
|
GSB Wealth Management, LLC
|
|
|
|
|
|
Waycross Partners, Llc
|
|
|
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
Koshinski Asset Management, Inc.
|
|
|
|
|
|
FXH - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Health Care AlphaDEX Fund
|
|
|
|
|
|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
|
|
|
|
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Core Equity Portfolio Initial Class
|
|
|
|
|
|
Miller Investment Management, LP
|
|
|
|
|
|
Ntv Asset Management Llc
|
|
|
|
|
|
Evoke Wealth, Llc
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
Quest 10 Wealth Builders, Inc.
|
|
|
|
|
|
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund
|
|
|
|
|
|
BLACKROCK EQUITY DIVIDEND FUND - BLACKROCK EQUITY DIVIDEND FUND Investor A
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
RYHIX - RYDEX SERIES FUNDS - Health Care Fund Investor Class
|
|
|
|
|
|
Chicago Capital, LLC
|
|
|
|
|
|
Iron Horse Wealth Management, LLC
|
|
|
|
|
|
Chesley Taft & Associates LLC
|
|
|
|
|
|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
|
|
|
|
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
|
|
|
|
|
ORG Wealth Partners, LLC
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Research Fund Class IA Shares
|
|
|
|
|
|
Ing Groep Nv
|
|
|
|
|
|
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
|
|
|
|
|
Semmax Financial Advisors Inc.
|
|
|
|
|
|
BTEFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Equity Fund
|
|
|
|
|
|
Fox Run Management, L.l.c.
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
|
|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
|
|
|
|
Marks Wealth, LLC
|
|
|
|
|
|
Beverly Hills Private Wealth, LLC
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
Leavell Investment Management, Inc.
|
|
|
|
|
|
Credential Securities Inc.
|
|
|
|
|
|
Gluskin Sheff & Assoc Inc
|
|
|
|
|
|
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
|
|
|
|
|
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
Hikari Power Ltd
|
|
|
|
|
|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
BEGIX - Sterling Capital Funds - Sterling Capital Equity Income Fund Institutional Class
|
|
|
|
|
|
Park National Corp /oh/
|
|
|
|
|
|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
|
|
|
|
Argent Trust Co
|
|
|
|
|
|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
Schnieders Capital Management Llc
|
|
|
|
|
|
MTM Investment Management, LLC
|
|
|
|
|
|
Grayhawk Investment Strategies Inc.
|
|
|
|
|
|
Westchester Capital Management, Inc.
|
|
|
|
|
|
Calamos Advisors LLC
|
|
|
|
|
|
Joel Isaacson & Co., LLC
|
|
|
|
|
|
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
Edgestream Partners, L.P.
|
|
|
|
|
|
Northside Capital Management, LLC
|
|
|
|
|
|
Citizens National Bank Trust Department
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
Tacita Capital Inc
|
|
|
|
|
|
JNL SERIES TRUST - JNL Multi-Manager U.S. Select Equity Fund (A)
|
|
|
|
|
|
Hillman Capital Management, Inc.
|
|
|
|
|
|
Tranquilli Financial Advisor LLC
|
|
|
|
|
|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A
|
|
|
|
|
|
ACSTX - Aim Sector Funds (invesco Sector Funds) - Invesco Comstock Fund Class A
|
|
|
|
|
|
XLV - SELECT SECTOR SPDR TRUST - The Health Care Select Sector SPDR Fund
|
|
|
|
|
|
Foundations Investment Advisors, LLC
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
Prudent Man Advisors, LLC
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
|
|
|
|
|
Cape Investment Advisory, Inc.
|
|
|
|
|
|
First Affirmative Financial Network
|
|
|
|
|
|
AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - Invesco Oppenheimer Value Fund Class C
|
|
|
|
|
|
Coerente Capital Management
|
|
|
|
|
|
Y-Intercept (Hong Kong) Ltd
|
|
|
|
|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
|
|
|
|
Pittenger & Anderson Inc
|
|
|
|
|
|
Clal Insurance Enterprises Holdings Ltd
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
Centerpoint Advisors, LLC
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
Caption Management, LLC
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
Atwood & Palmer Inc
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I
|
|
|
|
|
|
M&G Plc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/AB Sustainable Global Thematic Fund (I)
|
|
|
|
|
|
Horizon Financial Services, Llc
|
|
|
|
|
|
BlackRock Health Sciences Trust II
|
|
|
|
|
|
Cacti Asset Management Llc
|
|
|
|
|
|
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
|
|
|
|
|
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares
|
|
|
|
|
|
John G Ullman & Associates Inc
|
|
|
|
|
|
Country Trust Bank
|
|
|
|
|
|
Cidel Asset Management Inc
|
|
|
|
|
|
Ostrum Asset Management
|
|
|
|
|
|
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
Summit Financial, LLC
|
|
|
|
|
|
Virtu Financial LLC
|
|
|
|
|
|
Moss Adams Wealth Advisors LLC
|
|
|
|
|
|
Cim Investment Mangement Inc
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
Headinvest, Llc
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
IWL - iSHARES TRUST - iShares Russell Top 200 ETF
|
|
|
|
|
|
Norden Group Llc
|
|
|
|
|
|
Kennebec Savings Bank
|
|
|
|
|
|
IASAX - Voya PARTNERS INC - VY(R) American Century Small-Mid Cap Value Portfolio Class ADV
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
Evelyn Partners Investment Management (Europe) Ltd
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
|
|
|
|
Nemes Rush Group LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Franklin Rising Dividends Portfolio Class IB
|
|
|
|
|
|
Douglas Lane & Associates, LLC
|
|
|
|
|
|
PayPay Securities Corp
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
Compass Financial Services Inc
|
|
|
|
|
|
Advanced Series Trust - Ast T. Rowe Price Large-cap Growth Portfolio
|
|
|
|
|
|
Grant/GrossMendelsohn, LLC
|
|
|
|
|
|
Poehling Capital Management, LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
LRND - IndexIQ ETF Trust - IQ U.S. Large Cap R&D Leaders ETF
|
|
|
|
|
|
Gibbs Wealth Management
|
|
|
|
|
|
BGEAX - Datum One Series Trust - BRANDES GLOBAL EQUITY FUND Class A
|
|
|
|
|
|
Integrated Advisors Network LLC
|
|
|
|
|
|
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
|
|
|
|
|
|
Financial Perspectives, Inc
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
|
|
|
|
|
FDLO - FIDELITY COVINGTON TRUST - Fidelity Low Volatility Factor ETF
|
|
|
|
|
|
West Family Investments, Inc.
|
|
|
|
|
|
Siemens Fonds Invest GmbH
|
|
|
|
|
|
Sciencast Management LP
|
|
|
|
|
|
Mcdaniel Terry & Co
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
GEQIX - GLENMEDE FUND INC - Equity Income Portfolio
|
|
|
|
|
|
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
|
|
|
|
|
Pacifica Partners Inc.
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
Proffitt & Goodson Inc
|
|
|
|
|
|
FSLVX - FIDELITY DEVONSHIRE TRUST - Fidelity Stock Selector Large Cap Value Fund
|
|
|
|
|
|
Foster Victor Wealth Advisors, LLC
|
|
|
|
|
|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
|
|
|
|
|
North Capital, Inc.
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Rising Dividends Vip Fund Class 1
|
|
|
|
|
|
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares
|
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|
|
|
|
Leith Wheeler Investment Counsel Ltd.
|
|
|
|
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|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
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|
|
|
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
|
|
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|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
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|
Inlet Private Wealth, LLC
|
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|
Leigh Baldwin & Co., Llc
|
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Profunds - Profund Vp Ultrabull
|
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|
Hantz Financial Services, Inc.
|
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Commonwealth Equity Services, Llc
|
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|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
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|
Cozad Asset Management Inc
|
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XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
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|
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|
RMB Capital Management, LLC
|
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MSBWX - MORGAN STANLEY INSTITUTIONAL FUND INC - American Resilience Portfolio Class C
|
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Stegent Equity Advisors, Inc.
|
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GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class
|
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Mackenzie Financial Corp
|
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CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
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ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF
|
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PRFDX - T. Rowe Price Equity Income Fund, Inc. - T. Rowe Price Equity Income Fund
|
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United Capital Financial Advisers, Llc
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Invesco Ltd.
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Mml Investors Services, Llc
|
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TFC Financial Management
|
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|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
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Columbia Funds Variable Series Trust II - CTIVP - T. Rowe Price Large Cap Value Fund Class 1
|
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CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
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|
TQMVX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Value Equity Fund
|
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MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
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STRLX - STERLING CAPITAL FUNDS - Sterling Capital Stratton Mid Cap Value Fund A Shares
|
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DT Investment Partners, LLC
|
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Geode Capital Management, Llc
|
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Global Endowment Management, LP
|
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Elo Mutual Pension Insurance Co
|
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Stone Run Capital, Llc
|
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Needham Investment Management Llc
|
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CBIZ Investment Advisory Services, LLC
|
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Tortoise Investment Management, LLC
|
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IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
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Northern Lights Fund Trust IV - Brookstone Value Stock ETF
|
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|
Peak6 Llc
|
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DiNuzzo Private Wealth, Inc.
|
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Plato Investment Management Ltd
|
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DBALX - WILLIAMSBURG INVESTMENT TRUST - Davenport Balanced Income Fund
|
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|
Gen-Wealth Partners Inc
|
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Blackrock Health Sciences Trust
|
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EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
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Savant Capital, LLC
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Parkworth Wealth Management, Inc.
|
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Ofi Invest Asset Management
|
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BlackRock Variable Series Funds, Inc. - BlackRock Basic Value V.I. Fund Class I
|
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|
HHM Wealth Advisors, LLC
|
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SG Americas Securities, LLC
|
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Blume Capital Management, Inc.
|
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CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
|
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Alpine Bank Wealth Management
|
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Voya Investment Management Llc
|
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Fiduciary Group LLC
|
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Zacks Investment Management
|
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MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
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Pnc Financial Services Group, Inc.
|
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JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
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Norinchukin Bank, The
|
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Rakuten Securities, Inc.
|
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HNASX - HOMESTEAD FUNDS INC - Growth Fund
|
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ICW Investment Advisors LLC
|
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VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
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|
Insigneo Advisory Services, Llc
|
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|
QGI2Q - VARIABLE INSURANCE PRODUCTS FUND III - Growth & Income Portfolio Initial Class
|
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|
Nbc Securities, Inc.
|
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Centennial Bank/AR/
|
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AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF
|
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|
Waddell & Associates, Llc
|
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|
Headlands Technologies LLC
|
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|
Horizon Bancorp Inc /in/
|
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|
Legend Financial Advisors, Inc.
|
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|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
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|
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund
|
|
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|
Barbara Oil Co.
|
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|
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF
|
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J.w. Cole Advisors, Inc.
|
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|
MVCAX - MFS SERIES TRUST XI - MFS Mid Cap Value Fund A
|
|
|
|
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|
Oak Hill Wealth Advisors, Llc
|
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|
Sei Investments Co
|
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|
Exchange Traded Concepts, Llc
|
|
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|
FCUPX - MAINSTAY FUNDS TRUST - MainStay PineStone U.S. Equity Fund Class P
|
|
|
|
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|
United Asset Strategies, Inc.
|
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|
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|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
|
|
|
|
|
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF
|
|
|
|
|
|
Gilbert & Cook, Inc.
|
|
|
|
|
|
VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
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|
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|
Lcnb Corp
|
|
|
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|
DLK Investment Management, LLC
|
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|
Amundi
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
Sax Wealth Advisors, Llc
|
|
|
|
|
|
Diamond Hill Capital Management Inc
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
ProVise Management Group, LLC
|
|
|
|
|
|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
|
|
|
WestEnd Advisors, LLC
|
|
|
|
|
|
Seacrest Wealth Management, Llc
|
|
|
|
|
|
STXV - EA Series Trust - Strive 1000 Value ETF
|
|
|
|
|
|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
Sentry Investment Management Llc
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
Nordwand Advisors, LLC
|
|
|
|
|
|
Financial Network Wealth Advisors LLC
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
Patton Fund Management, Inc.
|
|
|
|
|
|
Investor's Fiduciary Advisor Network, LLC
|
|
|
|
|
|
Gabelli Dividend & Income Trust
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
Pacer Advisors, Inc.
|
|
|
|
|
|
TDVG - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Dividend Growth ETF
|
|
|
|
|
|
FBUF - Fidelity Greenwood Street Trust - Fidelity Dynamic Buffered Equity ETF
|
|
|
|
|
|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
|
|
|
|
|
Caledonia Investments Plc
|
|
|
|
|
|
TANDX - PFS FUNDS - Castle Tandem Fund Institutional
|
|
|
|
|
|
Wendell David Associates Inc
|
|
|
|
|
|
Guyasuta Investment Advisors Inc
|
|
|
|
|
|
Skandinaviska Enskilda Banken AB (publ)
|
|
|
|
|
|
TFOAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Focused Fund A
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
Silicon Valley Capital Partners
|
|
|
|
|
|
Trillium Asset Management, Llc
|
|
|
|
|
|
Dagco, Inc.
|
|
|
|
|
|
WISEX - AZZAD FUNDS - Azzad Wise Capital Fund
|
|
|
|
|
|
Adviser Investments LLC
|
|
|
|
|
|
YHB Investment Advisors, Inc.
|
|
|
|
|
|
LZFIX - LAZARD FUNDS INC - Lazard Equity Franchise Portfolio Institutional Shares
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
Peak Asset Management, LLC
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
Groupama Asset Managment
|
|
|
|
|
|
Redmont Wealth Advisors Llc
|
|
|
|
|
|
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
|
|
|
|
|
Byrne Asset Management LLC
|
|
|
|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
|
Thomasville National Bank
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Comstock Fund Series I
|
|
|
|
|
|
First Citizens Bank & Trust Co
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
SFE Investment Counsel
|
|
|
|
|
|
SOPAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Dividend Strategy Fund Class A
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
|
VMVIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Value Index Fund Investor Shares
|
|
|
|
|
|
Generali Investments CEE, investicni spolecnost, a.s.
|
|
|
|
|
|
CNB Bank
|
|
|
|
|
|
Physicians Financial Services, Inc.
|
|
|
|
|
|
Mirova
|
|
|
|
|
|
Fourth Dimension Wealth, LLC
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
|
|
|
|
|
Mufg Securities Americas Inc.
|
|
|
|
|
|
Diversified Trust Co
|
|
|
|
|
|
Keystone Financial Group, Inc.
|
|
|
|
|
|
NZUS - SPDR SERIES TRUST - SPDR MSCI USA Climate Paris Aligned ETF
|
|
|
|
|
|
Plancorp, LLC
|
|
|
|
|
|
VestGen Advisors, LLC
|
|
|
|
|
|
Brady Family Wealth, Llc
|
|
|
|
|
|
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV
|
|
|
|
|
|
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
|
|
|
|
|
|
Norway Savings Bank
|
|
|
|
|
|
MNDFX - MANNING & NAPIER FUND, INC. - Disciplined Value Series Class I
|
|
|
|
|
|
Renaissance Technologies Llc
|
|
|
|
|
|
Graybill Bartz & Assoc Ltd
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Health Care Fund Variable Annuity
|
|
|
|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
IFG Advisory, LLC
|
|
|
|
|
|
HFR Wealth Management, LLC
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Mid Cap Value Fund Initial Class
|
|
|
|
|
|
Veritas Asset Management LLP
|
|
|
|
|
|
UIVRX - MFS SERIES TRUST VII - MFS Intrinsic Value Fund R6
|
|
|
|
|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
|
|
|
|
SNPD - DBX ETF TRUST - Xtrackers S&P ESG Dividend Aristocrats ETF
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K
|
|
|
|
|
|
LCEAX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Diversified Dividend Fund Class A
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
Easterly Investment Partners Llc
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
Sterling Financial Planning, Inc.
|
|
|
|
|
|
Quarry LP
|
|
|
|
|
|
Gabelli Funds Llc
|
|
|
|
|
|
Dai-Ichi Life Insurance Company, Ltd
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
Quest Investment Management Llc
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
|
|
|
|
|
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A
|
|
|
|
|
|
DRDAX - TRUST FOR PROFESSIONAL MANAGERS - Dearborn Partners Rising Dividend Fund - Class A Shares
|
|
|
|
|
|
Tiaa Trust, National Association
|
|
|
|
|
|
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
|
|
|
|
|
|
Hardman Johnston Global Advisors LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Westchester Capital Event Driven Fund (A)
|
|
|
|
|
|
Anfield Capital Management, LLC
|
|
|
|
|
|
RXL - PROSHARES TRUST - ProShares Ultra Health Care
|
|
|
|
|
|
QUVU - Hartford Funds Exchange-Traded Trust - Hartford Quality Value ETF
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
|
|
|
|
Nicholson Wealth Management Group, LLC
|
|
|
|
|
|
Jarislowsky, Fraser Ltd
|
|
|
|
|
|
REAP Financial Group, LLC
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
Winthrop Capital Management, LLC
|
|
|
|
|
|
Longview Partners (Guernsey) LTD
|
|
|
|
|
|
Great Lakes Advisors, Llc
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
D1 Capital Partners L.P.
|
|
|
|
|
|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
|
|
|
|
|
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class
|
|
|
|
|
|
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A
|
|
|
|
|
|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
ALTL - Pacer Funds Trust - Pacer Lunt Large Cap Alternator ETF
|
|
|
|
|
|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
|
|
|
|
Perbak Capital Partners LLP
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
Bristol John W & Co Inc /ny/
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
|
|
|
FMDE - FIDELITY COVINGTON TRUST - Fidelity Enhanced Mid Cap ETF
|
|
|
|
|
|
VNUAX - Advisors' Inner Circle Fund II - Vontobel U.S. Equity Fund A Shares
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
Cooke & Bieler Lp
|
|
|
|
|
|
Premier Path Wealth Partners, LLC
|
|
|
|
|
|
First National Bank Of Omaha
|
|
|
|
|
|
Bridgefront Capital, LLC
|
|
|
|
|
|
Level Four Advisory Services, Llc
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
Franklin Street Advisors Inc /nc
|
|
|
|
|
|
Dearborn Partners Llc
|
|
|
|
|
|
Modera Wealth Management, LLC
|
|
|
|
|
|
Fiduciary Management Inc /wi/
|
|
|
|
|
|
Timber Creek Capital Management LLC
|
|
|
|
|
|
New York Life Investment Management Llc
|
|
|
|
|
|
FLCSX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock Fund
|
|
|
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
|
|
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|
|
Shay Capital LLC
|
|
|
|
|
|
SEG Partners Long/Short Equity Fund
|
|
|
|
|
|
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
|
|
|
|
|
ABPAX - AB PORTFOLIOS - AB Conservative Wealth Strategy Class A
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
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|
|
Westpac Banking Corp
|
|
|
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|
Mendel Money Management
|
|
|
|
|
|
VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF
|
|
|
|
|
|
Baker Tilly Financial, Llc
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
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|
|
|
|
Rafferty Asset Management, LLC
|
|
|
|
|
|
Empire Financial Management Company, LLC
|
|
|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
|
|
|
|
LifePlan Financial, LLC
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
|
|
|
|
|
LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF
|
|
|
|
|
|
CLFFX - World Funds Trust - Clifford Capital Partners Fund Investor Class
|
|
|
|
|
|
Caxton Associates Llp
|
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|
Truvestments Capital Llc
|
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|
Nuveen, LLC
|
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|
Probity Advisors, Inc.
|
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|
TEQI - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Equity Income ETF
|
|
|
|
|
|
Golden State Equity Partners
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
|
|
|
|
|
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6
|
|
|
|
|
|
Voya Financial Advisors, Inc.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Equity-Income Portfolio Class 1
|
|
|
|
|
|
Wealth Alliance
|
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|
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|
|
Cetera Investment Advisers
|
|
|
|
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Hollencrest Capital Management
|
|
|
|
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|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
Tandem Investment Advisors, Inc.
|
|
|
|
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|
Beese Fulmer Investment Management, Inc.
|
|
|
|
|
|
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares
|
|
|
|
|
|
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
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|
Addison Advisors LLC
|
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|
Kentucky Retirement Systems
|
|
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|
Southeast Asset Advisors Inc.
|
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XHE - SPDR SERIES TRUST - SPDR(R) S&P(R) Health Care Equipment ETF
|
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|
Hickory Point Bank & Trust
|
|
|
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Wealth Enhancement Advisory Services, Llc
|
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Shelton Capital Management
|
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|
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FLV - AMERICAN CENTURY ETF TRUST - American Century Focused Large Cap Value ETF
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
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|
Sone Capital Management, LLC
|
|
|
|
|
|
Horizon Funds - HORIZON EXPEDITION PLUS ETF
|
|
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|
|
HAPI - Harbor ETF Trust - Harbor Corporate Culture ETF
|
|
|
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|
|
MJT & Associates Financial Advisory Group, Inc.
|
|
|
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|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1
|
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1832 Asset Management L.P.
|
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Caisse De Depot Et Placement Du Quebec
|
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M&t Bank Corp
|
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|
Winton Capital Group Ltd
|
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|
Montag A & Associates Inc
|
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|
Great Valley Advisor Group, Inc.
|
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|
Td Asset Management Inc
|
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|
Olstein Capital Management, L.P.
|
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|
Davis Investment Partners, LLC
|
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|
|
TMDV - PROSHARES TRUST - ProShares Russell U.S. Dividend Growers ETF ProShares Russell US Dividend Growers ETF
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Harris Oakmark Global Equity Fund (A)
|
|
|
|
|
|
R Squared Ltd
|
|
|
|
|
|
Atlantic Edge Private Wealth Management, LLC
|
|
|
|
|
|
Livelsberger Financial Advisory
|
|
|
|
|
|
Transamerica Financial Advisors, Inc.
|
|
|
|
|
|
Providence Capital Advisors, LLC
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
NOLVX - Northern Funds - Northern Large Cap Value Fund
|
|
|
|
|
|
Mn Services Vermogensbeheer B.V.
|
|
|
|
|
|
Hall Laurie J Trustee
|
|
|
|
|
|
FFTYX - AB CAP FUND, INC. - AB FlexFee US Thematic Portfolio Advisor Class
|
|
|
|
|
|
Bragg Financial Advisors, Inc
|
|
|
|
|
|
Voloridge Investment Management, Llc
|
|
|
|
|
|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
|
|
|
|
|
Mark Sheptoff Financial Planning, Llc
|
|
|
|
|
|
Tower Bridge Advisors
|
|
|
|
|
|
UniSuper Management Pty Ltd
|
|
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|
|
Fifth Third Bancorp
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares
|
|
|
|
|
|
Ninety One UK Ltd
|
|
|
|
|
|
DIAMX - DIAMOND HILL FUNDS - Diamond Hill Long-Short Fund Class A
|
|
|
|
|
|
Scotia Capital Inc.
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
|
|
|
Palisade Capital Management Llc/nj
|
|
|
|
|
|
Humankind Benefit Corp - Humankind US Stock ETF
|
|
|
|
|
|
RUNN - Strategic Trust - RUNNING OAK EFFICIENT GROWTH ETF
|
|
|
|
|
|
Legacy Capital Wealth Partners, LLC
|
|
|
|
|
|
VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares
|
|
|
|
|
|
Wellington Shields Capital Management, LLC
|
|
|
|
|
|
Kennedy Capital Management, Inc.
|
|
|
|
|
|
Phoenix Holdings Ltd.
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
Zwj Investment Counsel Inc
|
|
|
|
|
|
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
YLDE - Legg Mason ETF Investment Trust - ClearBridge Dividend Strategy ESG ETF
|
|
|
|
|
|
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF
|
|
|
|
|
|
BTBFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Asset Management Fund
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
ITRAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Capital Appreciation Portfolio Class ADV
|
|
|
|
|
|
SENCX - TOUCHSTONE STRATEGIC TRUST - Touchstone Large Cap Focused Fund Class A
|
|
|
|
|
|
ZDIVX - Zacks Trust - Zacks Dividend Fund Investor Class Shares
|
|
|
|
|
|
NEOS Investment Management LLC
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
MDEV - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Indxx Medical Devices ETF
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund
|
|
|
|
|
|
Roberts Glore & Co Inc /il/
|
|
|
|
|
|
B. Metzler seel. Sohn & Co. AG
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
Natural Investments, Llc
|
|
|
|
|
|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
|
|
|
|
|
Congress Asset Management Co /ma
|
|
|
|
|
|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
|
|
|
|
LGT Group Foundation
|
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
|
|
|
|
|
Crews Bank & Trust
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
Mcdonald Partners Llc
|
|
|
|
|
|
Mutual Of America Capital Management Llc
|
|
|
|
|
|
Southpoint Capital Advisors LP
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
Baader Bank INC
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
Abn Amro Investment Solutions
|
|
|
|
|
|
Murphy & Mullick Capital Management Corp
|
|
|
|
|
|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
|
|
|
|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
|
|
|
|
|
Putney Financial Group LLC
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
CGC Financial Services, LLC
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Mid Cap Value Fund Standard Class
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
QLV - FlexShares Trust - FlexShares US Quality Low Volatility Index Fund
|
|
|
|
|
|
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio
|
|
|
|
|
|
Humankind Investments LLC
|
|
|
|
|
|
PRHSX - T. Rowe Price Health Sciences Fund, Inc. - T. Rowe Price Health Sciences Fund, Inc.
|
|
|
|
|
|
TCAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Premium Income ETF
|
|
|
|
|
|
SSUSX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street U.S. Equity V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Quotient Wealth Partners, LLC
|
|
|
|
|
|
Family Legacy Financial Solutions, LLC
|
|
|
|
|
|
Resona Asset Management Co.,Ltd.
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
Retirement Systems of Alabama
|
|
|
|
|
|
Meeder Asset Management Inc
|
|
|
|
|
|
Robeco Institutional Asset Management B.V.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Transcend Wealth Collective, Llc
|
|
|
|
|
|
IAUTX - AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - INVESCO Dividend Income Fund Class A
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
|
|
|
|
|
ASR Vermogensbeheer N.V.
|
|
|
|
|
|
Grantham, Mayo, Van Otterloo & Co. LLC
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
LEIFX - FEDERATED EQUITY INCOME FUND INC - FEDERATED EQUITY INCOME FUND INC Class A Shares
|
|
|
|
|
|
ELFNX - ELFUN TRUSTS - ELFUN TRUSTS Elfun Trusts
|
|
|
|
|
|
TCTC Holdings, LLC
|
|
|
|
|
|
Canvas Wealth Advisors, LLC
|
|
|
|
|
|
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
|
|
|
|
|
Canandaigua National Bank & Trust Co
|
|
|
|
|
|
VSTIX - VALIC Co I - Stock Index Fund
|
|
|
|
|
|
Banque de Luxembourg S.A.
|
|
|
|
|
|
NDGAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Dividend Growth Fund Class A
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
SlateStone Wealth, LLC
|
|
|
|
|
|
EKBAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Capital Builder Fund Class A
|
|
|
|
|
|
Everett Harris & Co /ca/
|
|
|
|
|
|
Front Row Advisors LLC
|
|
|
|
|
|
Chiron Capital Management, Llc
|
|
|
|
|
|
United Bank
|
|
|
|
|
|
VeraBank, N.A.
|
|
|
|
|
|
ANEW - PROSHARES TRUST - ProShares MSCI Transformational Changes ETF
|
|
|
|
|
|
NEEGX - NEEDHAM FUNDS INC - Needham Growth Fund Retail Class
|
|
|
|
|
|
Peoples Bank/KS
|
|
|
|
|
|
Marietta Wealth Management, LLC
|
|
|
|
|
|
Reynders McVeigh Capital Management, LLC
|
|
|
|
|
|
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
|
|
|
|
|
National Pension Service
|
|
|
|
|
|
BLACKROCK MID CAP DIVIDEND SERIES, INC. - BlackRock Mid Cap Dividend Fund Investor A
|
|
|
|
|
|
Fairview Capital Investment Management, Llc
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
PAPI - Morgan Stanley ETF Trust - Parametric Equity Premium Income ETF
|
|
|
|
|
|
TNBIX - 1290 Funds - 1290 SmartBeta Equity Fund Class I
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Global Fund Class I
|
|
|
|
|
|
Arlington Partners LLC
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
Heartland Advisors Inc
|
|
|
|
|
|
JCAVX - John Hancock Funds II - Capital Appreciation Value Fund Class NAV
|
|
|
|
|
|
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A
|
|
|
|
|
|
Foyston, Gordon, & Payne Inc
|
|
|
|
|
|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
|
|
|
Glass Jacobson Investment Advisors llc
|
|
|
|
|
|
BVSIX - FORUM FUNDS II - Baywood SociallyResponsible Fund Institutional Shares
|
|
|
|
|
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Dividend Value Managed Volatility Fund Standard Class
|
|
|
|
|
|
Private Harbour Investment Management & Counsel, LLC
|
|
|
|
|
|
Security National Bank
|
|
|
|
|
|
Aristotle Atlantic Partners, Llc
|
|
|
|
|
|
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund
|
|
|
|
|
|
Burney Co/
|
|
|
|
|
|
Df Dent & Co Inc
|
|
|
|
|
|
West Branch Capital LLC
|
|
|
|
|
|
MASTERINVEST Kapitalanlage GmbH
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
OFAFX - Managed Portfolio Series - Olstein All Cap Value Fund Adviser Class
|
|
|
|
|
|
Raiffeisen Bank International AG
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares
|
|
|
|
|
|
Hazlett, Burt & Watson, Inc.
|
|
|
|
|
|
Oakworth Capital, Inc.
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
|
|
SVTAX - Sei Institutional Managed Trust - Simt Global Managed Volatility Fund Class F
|
|
|
|
|
|
GLBL - Pacer Funds Trust - Pacer MSCI World Industry Advantage ETF
|
|
|
|
|
|
Parvin Asset Management, LLC
|
|
|
|
|
|
HSNCX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD STRATEGIC INCOME FUND Class C
|
|
|
|
|
|
FIUSX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Opportunity Fund Class A
|
|
|
|
|
|
Davidson Trust Co
|
|
|
|
|
|
Portland Global Advisors LLC
|
|
|
|
|
|
Rice Partnership, LLC
|
|
|
|
|
|
Holocene Advisors, LP
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
ALTFX - AB SUSTAINABLE GLOBAL THEMATIC FUND, INC. - AB SUSTAINABLE GLOBAL THEMATIC FUND, INC. Class A
|
|
|
|
|
|
GVEYX - GuideStone Funds - VALUE EQUITY FUND Institutional
|
|
|
|
|
|
Ramsay, Stattman, Vela & Price, Inc.
|
|
|
|
|
|
Integrated Investment Consultants, LLC
|
|
|
|
|
|
Old Point Trust & Financial Services N A
|
|
|
|
|
|
E. Ohman J:or Asset Management AB
|
|
|
|
|
|
Thrivent Core Funds - Thrivent Core Low Volatility Equity Fund
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
|
|
|
|
|
DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF
|
|
|
|
|
|
MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF
|
|
|
|
|
|
Comgest Global Investors S.a.s.
|
|
|
|
|
|
Vinva Investment Management Ltd
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
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Core Alternative Capital
|
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|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
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|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Diversified Dividend Fund SERIES I
|
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|
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|
Violich Capital Management, Inc.
|
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SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
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|
Boston Trust Walden Corp
|
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|
IMC-Chicago, LLC
|
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|
Riverwater Partners LLC
|
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Fiera Capital Corp
|
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VCGAX - VALIC Co I - Growth & Income Fund
|
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|
iA Global Asset Management Inc.
|
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SEBLX - TOUCHSTONE STRATEGIC TRUST - Touchstone Balanced Fund Class A
|
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|
Mattern Capital Management, Llc
|
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|
Hm Payson & Co
|
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|
GW&K Investment Management, LLC
|
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|
Coastal Bridge Advisors, LLC
|
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|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
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|
Burling Wealth Partners, Llc
|
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|
BlackRock ETF Trust - Blackrock Future U.S. Themes ETF
|
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|
Sendero Wealth Management, LLC
|
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|
Bnp Paribas Arbitrage, Sa
|
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NorthCrest Asset Manangement, LLC
|
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Smartleaf Asset Management LLC
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|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
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Rakuten Investment Management, Inc.
|
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NOSIX - Northern Funds - Northern Stock Index Fund
|
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|
NewSquare Capital LLC
|
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QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
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ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
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|
Caitlin John, LLC
|
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|
CTC Alternative Strategies, Ltd.
|
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Essex Financial Services, Inc.
|
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WWLAX - Ultimus Managers Trust - Westwood Quality Value Fund A Class Shares
|
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|
|
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|
SPLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
|
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|
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SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
|
|
|
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|
Kelly Lawrence W & Associates Inc/ca
|
|
|
|
|
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NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
|
|
|
|
|
|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
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|
PDS Planning, Inc
|
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SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
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FSUVX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Low Volatility Index Fund
|
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|
Burns J W & Co Inc/ny
|
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TD Capital Management LLC
|
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Verity & Verity, LLC
|
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Royal London Asset Management Ltd
|
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TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
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|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
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|
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|
IGFAX - Voya INVESTORS TRUST - VY(R) Morgan Stanley Global Franchise Portfolio Class ADV
|
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Tudor Investment Corp Et Al
|
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Entropy Technologies, LP
|
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Signaturefd, Llc
|
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Generali Asset Management SPA SGR
|
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DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
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Talon Private Wealth, LLC
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Harbour Investment Management Llc
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Franklin, Parlapiano, Turner & Welch, LLC
|
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Institutional Investment Strategy Fund
|
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Haverford Trust Co
|
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Azimuth Capital Investment Management LLC
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Texas Bank & Trust Co
|
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Smallwood Wealth Investment Management, LLC
|
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CX Institutional
|
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|
Parallel Advisors, LLC
|
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|
USRAX - Horizon Funds - Horizon Defensive Multi-Factor Fund Investor Class
|
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|
Cornerstone Strategic Value Fund Inc
|
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|
COMMERCE FUNDS - The MidCap Value Fund Shares
|
|
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|
Hemenway Trust Co LLC
|
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|
|
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class
|
|
|
|
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|
MML SERIES INVESTMENT FUND - MML Equity Income Fund Initial Class
|
|
|
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|
AdvisorNet Financial, Inc
|
|
|
|
|
|
RSPH - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Health Care ETF
|
|
|
|
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|
NEW YORK LIFE INVESTMENTS VP FUNDS TRUST - NYLI VP MFS Investors Trust Portfolio Service Class
|
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|
Ethic Inc.
|
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|
CIBC Asset Management Inc
|
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|
Quadrature Capital Ltd
|
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|
Quantinno Capital Management LP
|
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|
Granite Investment Partners, LLC
|
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|
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1
|
|
|
|
|
|
Key Client Fiduciary Advisors, LLC
|
|
|
|
|
|
USS Investment Management Ltd
|
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|
Wimmer Associates 1, Llc
|
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|
Wedbush Securities Inc
|
|
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|
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|
EARAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A
|
|
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|
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|
NS Partners Ltd
|
|
|
|
|
|
Hara Capital LLC
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
Westwood Holdings Group Inc
|
|
|
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|
BLB&B Advisors, LLC
|
|
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|
|
Independence Bank of Kentucky
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
Gabelli Equity Trust Inc
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Invesco Diversified Dividend Fund (A)
|
|
|
|
|
|
Dfa Investment Trust Co - The U.s. Large Cap Value Series
|
|
|
|
|
|
Miracle Mile Advisors, LLC
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Maven Securities LTD
|
|
|
|
|
|
Morningstar Investment Services LLC
|
|
|
|
|
|
Howard Hughes Medical Institute
|
|
|
|
|
|
Kanawha Capital Management Llc
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
Ubs Oconnor Llc
|
|
|
|
|
|
XTX Topco Ltd
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
Sagespring Wealth Partners, Llc
|
|
|
|
|
|
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
|
|
|
|
|
|
Stoneridge Investment Partners Llc
|
|
|
|
|
|
Meeder Advisory Services, Inc.
|
|
|
|
|
|
RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF
|
|
|
|
|
|
First Eagle Investment Management, LLC
|
|
|
|
|
|
American Assets Investment Management, LLC
|
|
|
|
|
|
ADAVX - Aberdeen Funds - Aberdeen Dynamic Dividend Fund Class A
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
Nordea Investment Management Ab
|
|
|
|
|
|
NewEdge Wealth, LLC
|
|
|
|
|
|
Qtron Investments LLC
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
MVGAX - MFS SERIES TRUST I - MFS Low Volatility Global Equity Fund A
|
|
|
|
|
|
SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
|
|
|
|
|
FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF
|
|
|
|
|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
|
|
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
|
|
|
|
|
Operose Advisors LLC
|
|
|
|
|
|
Peapack Gladstone Financial Corp
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
Sky Investment Group LLC
|
|
|
|
|
|
Clear Harbor Asset Management, LLC
|
|
|
|
|
|
FHEQ - Fidelity Greenwood Street Trust - Fidelity Hedged Equity ETF
|
|
|
|
|
|
Gillespie Robinson & Grimm Inc
|
|
|
|
|
|
Sig Brokerage, Lp
|
|
|
|
|
|
Metis Global Partners, LLC
|
|
|
|
|
|
Ashton Thomas Private Wealth, LLC
|
|
|
|
|
|
Silvercrest Asset Management Group Llc
|
|
|
|
|
|
Indiana Trust & Investment Management CO
|
|
|
|
|
|
Continuum Advisory, LLC
|
|
|
|
|
|
Birch Hill Investment Advisors LLC
|
|
|
|
|
|
CBOE Vest Financial, LLC
|
|
|
|
|
|
MNHCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Maximum Term Series Class L
|
|
|
|
|
|
Foster Dykema Cabot & Partners, Llc
|
|
|
|
|
|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
|
|
|
|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
|
|
|
|
VLCGX - VALIC Co I - Large Capital Growth Fund
|
|
|
|
|
|
Prentiss Smith & Co Inc
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
|
|
|
|
|
Parsons Capital Management Inc/ri
|
|
|
|
|
|
Boyd Watterson Asset Management Llc/oh
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
Bridges Investment Management Inc
|
|
|
|
|
|
Semanteon Capital Management, LP
|
|
|
|
|
|
Brighthouse Funds Trust I - Invesco Comstock Portfolio Class A
|
|
|
|
|
|
JT Stratford LLC
|
|
|
|
|
|
Harris Associates L P
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1
|
|
|
|
|
|
Pinnacle Associates Ltd
|
|
|
|
|
|
Traphagen Investment Advisors Llc
|
|
|
|
|
|
GHP Investment Advisors, Inc.
|
|
|
|
|
|
JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Fund (I)
|
|
|
|
|
|
Flossbach Von Storch Ag
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
Optas, LLC
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
Minot DeBlois Advisors LLC
|
|
|
|
|
|
FULVX - FIDELITY SUMMER STREET TRUST - Fidelity U.S. Low Volatility Equity Fund
|
|
|
|
|
|
NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF
|
|
|
|
|
|
Earnest Partners Llc
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
|
|
|
|
Equitable Holdings, Inc.
|
|
|
|
|
|
City State Bank
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
IVE - iSHARES TRUST - iShares S&P 500 Value ETF
|
|
|
|
|
|
Breakwater Investment Management
|
|
|
|
|
|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A
|
|
|
|
|
|
PACIFIC SELECT FUND - Dividend Growth Portfolio Class I
|
|
|
|
|
|
PENN SERIES FUNDS INC - Mid Core Value Fund
|
|
|
|
|
|
DVIPX - WILLIAMSBURG INVESTMENT TRUST - Davenport Value & Income Fund
|
|
|
|
|
|
VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares
|
|
|
|
|
|
VNGYX - Advisors' Inner Circle Fund II - Vontobel Global Equity Fund Y Shares
|
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
A. D. Beadell Investment Counsel, Inc.
|
|
|
|
|
|
SOL Capital Management CO
|
|
|
|
|
|
Running Oak Capital LLC
|
|
|
|
|
|
Hudson Capital Management LLC
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
FEAC - FIDELITY COVINGTON TRUST - Fidelity Enhanced U.S. All-Cap Equity ETF
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Massachusetts Investors Growth Stock Portfolio Initial Class
|
|
|
|
|
|
Generali Investments, Management Co LLC
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
Traub Capital Management LLC
|
|
|
|
|
|
Penn Davis Mcfarland Inc
|
|
|
|
|
|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
|
|
|
|
|
Hager Investment Management Services, Llc
|
|
|
|
|
|
Chevy Chase Trust Holdings, Inc.
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
|
|
|
|
|
CPA Asset Management LLC
|
|
|
|
|
|
Bernzott Capital Advisors
|
|
|
|
|
|
Alta Advisers Ltd
|
|
|
|
|
|
Northwestern Mutual Investment Management Company, Llc
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
Azzad Asset Management Inc /adv
|
|
|
|
|
|
Bard Financial Services, Inc.
|
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
|
NorthRock Partners, LLC
|
|
|
|
|
|
Stonebridge Financial Group, LLC
|
|
|
|
|
|
Global X Japan Co., Ltd.
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
|
|
|
|
Confluence Investment Management Llc
|
|
|
|
|
|
Paradigm Asset Management Co Llc
|
|
|
|
|
|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
|
|
|
|
SDY - SPDR SERIES TRUST - SPDR(R) S&P(R) Dividend ETF
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
PENN SERIES FUNDS INC - Large Cap Growth Fund
|
|
|
|
|
|
Jeppson Wealth Management, Llc
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
FLRAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Large Cap Select Fund Class A
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
Jmac Enterprises Llc
|
|
|
|
|
|
BLPIX - Profunds - Bull Profund Investor Class
|
|
|
|
|
|
FEAMX - FIRST EAGLE FUNDS - First Eagle Fund of America Class C
|
|
|
|
|
|
JTC Employer Solutions Trusteee Ltd
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
WealthTrak Capital Management LLC
|
|
|
|
|
|
Fortress Private Ledger, Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
Riggs Asset Managment Co. Inc.
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
|
|
|
|
|
|
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A
|
|
|
|
|
|
Papp L Roy & Associates
|
|
|
|
|
|
High Note Wealth, LLC
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
Wbh Advisory Inc
|
|
|
|
|
|
Levin Capital Strategies, L.p.
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
|
|
|
|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
|
|
|
|
|
Stephenson National Bank & Trust
|
|
|
|
|
|
Pictet & Cie (Europe) SA
|
|
|
|
|
|
Assenagon Asset Management S.A.
|
|
|
|
|
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
|
|
|
|
Atlas Capital Advisors Llc
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
Winch Advisory Services, LLC
|
|
|
|
|
|
FHLC - FIDELITY COVINGTON TRUST - Fidelity MSCI Health Care Index ETF
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Value Fund (a)
|
|
|
|
|
|
CSM - PROSHARES TRUST - ProShares Large Cap Core Plus
|
|
|
|
|
|
Andra AP-fonden
|
|
|
|
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|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
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|
WPG Advisers, LLC
|
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|
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
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|
Douglass Winthrop Advisors, LLC
|
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GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class
|
|
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|
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|
First Pacific Financial
|
|
|
|
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|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
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|
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|
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Balanced Fund
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock Future Health ETF
|
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|
|
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|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
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|
Alberta Investment Management Corp
|
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SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
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|
Cypress Capital Group
|
|
|
|
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|
Nissay Asset Management Corp /japan/ /adv
|
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HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
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|
Lansforsakringar Fondforvaltning AB (publ)
|
|
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|
|
Reuter James Wealth Management, Llc
|
|
|
|
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|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
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|
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|
CarsonAllaria Wealth Management, Ltd.
|
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|
Letson Investment Management, Inc.
|
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Jones Financial Companies Lllp
|
|
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NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
|
|
Kestra Investment Management, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Large Company Value Fund Standard Class II
|
|
|
|
|
|
Hartford Investment Management Co
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
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|
|
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|
Callan Family Office, LLC
|
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Alerus Financial Na
|
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JHAAX - John Hancock Funds II - Multi-Asset Absolute Return Fund Class A
|
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|
McIlrath & Eck, LLC
|
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|
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|
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund
|
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|
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|
VNSAX - Natixis Funds Trust II - Vaughan Nelson Select Fund Class A
|
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|
Arlington Trust Co LLC
|
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Deutsche Bank Ag\
|
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Icon Wealth Advisors, LLC
|
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Glenmede Trust Co Na
|
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|
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio
|
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|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
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Hsbc Holdings Plc
|
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Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
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IVKAX - Voya PARTNERS INC - VY(R) Invesco Comstock Portfolio Class ADV
|
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Wells Fargo & Company/mn
|
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Rhumbline Advisers
|
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VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares
|
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|
Private Wealth Partners, LLC
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Rise Advisors, LLC
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Fort Washington Investment Advisors Inc /oh/
|
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SPIN - SSGA Active Trust - SPDR SSGA US Equity Premium Income ETF
|
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Pinnacle West Asset Management, Inc.
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Moody National Bank Trust Division
|
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BLI - Banque de Luxembourg Investments
|
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FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF
|
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Sowell Financial Services LLC
|
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Harwood Advisory Group, LLC
|
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Louisiana State Employees Retirement System
|
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AIVL - WisdomTree Trust - WisdomTree U.S. Dividend ex-Financials Fund N/A
|
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Lecap Asset Management Ltd
|
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USMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA ETF
|
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Pines Wealth Management, LLC
|
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Nicolet Bankshares Inc
|
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Public Sector Pension Investment Board
|
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Union Bancaire Privee, UBP SA
|
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ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
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Romano Brothers And Company
|
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Roble, Belko & Company, Inc
|
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Aster Capital Management (DIFC) Ltd
|
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Ameriflex Group, Inc.
|
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RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
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Foster & Motley Inc
|
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Spinnaker Trust
|
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Blue Bell Private Wealth Management, Llc
|
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Mesirow Financial Investment Management, Inc.
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Special Opportunities Fund Standard Class
|
|
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|
Argus Investors' Counsel, Inc.
|
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VCIGX - VALIC Co I - Dividend Value Fund
|
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MFRFX - MFS SERIES TRUST V - MFS Research Fund A
|
|
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|
Beaumont Financial Advisors, LLC
|
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|
QAAGZX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Health Sciences Portfolio
|
|
|
|
|
|
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A
|
|
|
|
|
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SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF
|
|
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|
S.A. Mason LLC
|
|
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|
STXG - EA Series Trust - Strive 1000 Growth ETF
|
|
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|
|
|
MFADX - Total Fund Solution - Cromwell Marketfield L/S Fund Investor Class
|
|
|
|
|
|
Mach-1 Financial Group, Inc.
|
|
|
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|
Williams Jones Wealth Management, LLC.
|
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|
Starboard Value LP
|
|
|
|
|
|
Glen Eagle Advisors, LLC
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
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|
Kavar Capital Partners Group, Llc
|
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|
|
Tekla World Healthcare Fund
|
|
|
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|
|
Engineers Gate Manager LP
|
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|
|
Valley National Advisers Inc
|
|
|
|
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|
First United Bank Trust/
|
|
|
|
|
|
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund
|
|
|
|
|
|
Close Asset Management Ltd
|
|
|
|
|
|
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF
|
|
|
|
|
|
Greykasell Wealth Strategies, Inc.
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
QLMETX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Dividend Strategy Portfolio Class II
|
|
|
|
|
|
FGRIX - FIDELITY SECURITIES FUND - Fidelity Growth & Income Portfolio
|
|
|
|
|
|
Old National Bancorp /in/
|
|
|
|
|
|
Lorne Steinberg Wealth Management Inc.
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
Eagle Wealth Strategies Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
|
|
|
|
|
HLAL - Listed Funds Trust - Wahed FTSE USA Shariah ETF
|
|
|
|
|
|
Czech National Bank
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Comstock Portfolio Class IB
|
|
|
|
|
|
Painted Porch Advisors LLC
|
|
|
|
|
|
Cary Street Partners Financial Llc
|
|
|
|
|
|
Eads & Heald Wealth Management
|
|
|
|
|
|
TOWER TRUST & INVESTMENT Co
|
|
|
|
|
|
Kcm Investment Advisors Llc
|
|
|
|
|
|
McGlone Suttner Wealth Management, Inc.
|
|
|
|
|
|
Empirical Finance, LLC
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic Franklin Dividend and Income Managed Risk Portfolio Class II Shares
|
|
|
|
|
|
ACMVX - American Century Capital Portfolios Inc - Mid Cap Value Fund Investor Class
|
|
|
|
|
|
First City Capital Management, Inc.
|
|
|
|
|
|
Cedar Mountain Advisors, LLC
|
|
|
|
|
|
Marble Harbor Investment Counsel, LLC
|
|
|
|
|
|
Pure Financial Advisors, Inc.
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
|
|
|
|
|
Advisors Capital Management, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
|
|
|
|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
|
|
|
|
|
DALVX - Dunham Funds - Dunham Large Cap Value Fund Class A
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
|
|
|
|
|
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
Stonegate Investment Group, LLC
|
|
|
|
|
|
Wealth Preservation Advisors, LLC
|
|
|
|
|
|
Alpine Global Dynamic Dividend Fund
|
|
|
|
|
|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
|
|
|
|
Trust Co of the South
|
|
|
|
|
|
CAPAX - FEDERATED INCOME SECURITIES TRUST - Federated Capital Income Fund Class A Shares
|
|
|
|
|
|
Breakwater Capital Group
|
|
|
|
|
|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
BRUDX - MFS SERIES TRUST X - MFS Blended Research Value Equity Fund A
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Total Return Series Initial Class
|
|
|
|
|
|
SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I
|
|
|
|
|
|
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio
|
|
|
|
|
|
Credential Qtrade Securities Inc.
|
|
|
|
|
|
TFPN - Tidal Trust II - Blueprint Chesapeake Multi-Asset Trend ETF
|
|
|
|
|
|
Forbes J M & Co Llp
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Equity Income Portfolio
|
|
|
|
|
|
WSBFX - BOSTON TRUST WALDEN FUNDS - Walden Balanced Fund
|
|
|
|
|
|
FQUAX - AMG Funds I - AMG FQ Long-Short Equity Fund Class N
|
|
|
|
|
|
Sanibel Captiva Trust Company, Inc.
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
|
|
|
|
SHSSX - Blackrock Funds - Blackrock Health Sciences Opportunities Portfolio Institutional
|
|
|
|
|
|
Howard Capital Management Inc.
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
VMNVX - VANGUARD WHITEHALL FUNDS - Vanguard Global Minimum Volatility Fund Admiral Shares
|
|
|
|
|
|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
|
|
|
|
Smith, Moore & Co.
|
|
|
|
|
|
Tompkins Financial Corp
|
|
|
|
|
|
Oppenheimer Asset Management Inc.
|
|
|
|
|
|
MCF Advisors LLC
|
|
|
|
|
|
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF
|
|
|
|
|
|
IHI - iSHARES TRUST - iShares U.S. Medical Devices ETF
|
|
|
|
|
|
FRG Family Wealth Advisors LLC
|
|
|
|
|
|
WAYEX - Waycross Independent Trust - WAYCROSS LONG/SHORT EQUITY FUND
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
S&t Bank/pa
|
|
|
|
|
|
IRVIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Value Index Portfolio Class I
|
|
|
|
|
|
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
|
|
|
|
|
Gabelli Healthcare & Wellnessrx Trust
|
|
|
|
|
|
Jnl Series Trust - Jnl/franklin Templeton Mutual Shares Fund (a)
|
|
|
|
|
|
Change Path, LLC
|
|
|
|
|
|
TILCX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Value Fund
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF
|
|
|
|
|
|
SUWAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Core Equity Fund Class A
|
|
|
|
|
|
City Holding Co
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
Jamison Private Wealth Management, Inc.
|
|
|
|
|
|
Hanson & Doremus Investment Management
|
|
|
|
|
|
Virtue Capital Management, LLC
|
|
|
|
|
|
DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares
|
|
|
|
|
|
SOVF - Elevation Series Trust - Sovereign's Capital Flourish Fund
|
|
|
|
|
|
WRND - IndexIQ ETF Trust - IQ Global Equity R&D Leaders ETF
|
|
|
|
|
|
Liontrust Investment Partners LLP
|
|
|
|
|
|
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
|
|
|
|
|
|
Onefund, Llc
|
|
|
|
|
|
Putnam Fl Investment Management Co
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Healthcare Sector Fund (I)
|
|
|
|
|
|
Obermeyer Wood Investment Counsel, Lllp
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
|
|
|
|
|
Generation Investment Management Llp
|
|
|
|
|
|
Palisade Asset Management, LLC
|
|
|
|
|
|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
|
|
|
|
|
Shariaportfolio, Inc.
|
|
|
|
|
|
Park Square Financial Group, LLC
|
|
|
|
|
|
US Asset Management LLC
|
|
|
|
|
|
Cypress Asset Management Inc/tx
|
|
|
|
|
|
Somerset Trust Co
|
|
|
|
|
|
Meyer Handelman Co
|
|
|
|
|
|
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
|
|
|
|
|
Huntleigh Advisors, Inc.
|
|
|
|
|
|
PY - Principal Exchange-Traded Funds - Principal Shareholder Yield Index ETF
|
|
|
|
|
|
Americana Partners, LLC
|
|
|
|
|
|
Bollard Group LLC
|
|
|
|
|
|
FCLKX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock K6 Fund
|
|
|
|
|
|
Carnegie Lake Advisors LLC
|
|
|
|
|
|
Point72 (DIFC) Ltd
|
|
|
|
|
|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
|
|
|
|
|
Aquatic Capital Management LLC
|
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
INDZX - Columbia Funds Series Trust II - Columbia Large Cap Value Fund Class A
|
|
|
|
|
|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
|
|
|
|
PFS Partners, LLC
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
|
|
|
|
|
|
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
Legacy Investment Solutions, LLC
|
|
|
|
|
|
HCPIX - Profunds - Health Care Ultrasector Profund Investor Class
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
|
|
|
|
|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
Modern Wealth Management, LLC
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
FVD - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line Dividend Index Fund
|
|
|
|
|
|
TRVLX - T. Rowe Price Value Fund, Inc. - T. Rowe Price Value Fund, Inc.
|
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Stephens Inc /ar/
|
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Heritage Wealth Advisors
|
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Richardson Financial Services Inc.
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Addenda Capital Inc.
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Greenleaf Trust
|
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PCLCX - PACE SELECT ADVISORS TRUST - PACE Large Co Growth Equity Investments Class P
|
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|
Mountain Pacific Investment Advisers Inc/id
|
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|
PACIFIC SELECT FUND - Health Sciences Portfolio Class I
|
|
|
|
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|
JRSAX - JANUS INVESTMENT FUND - Janus Henderson U.S. Managed Volatility Fund Class A
|
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Investment Management Corp of Ontario
|
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|
Lindbrook Capital, Llc
|
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|
Janus Henderson Group Plc
|
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Old North State Wealth Management, LLC
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Ransom Advisory, Ltd
|
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|
CILGX - ALPS Series Trust - Clarkston Fund Institutional Class
|
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EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
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|
Congress Wealth Management LLC / DE /
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|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
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|
|
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|
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F
|
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|
PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A
|
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Goldman Sachs Group Inc
|
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NMVLX - Managed Portfolio Series - Nuance Mid Cap Value Fund Institutional Class
|
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Ameritas Investment Partners, Inc.
|
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Philadelphia Trust Co
|
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Bank of New Hampshire
|
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VMVLX - VANGUARD WORLD FUND - Vanguard Mega Cap Value Index Fund Institutional Shares
|
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|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
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GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
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Creekmur Asset Management LLC
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Magnetar Financial LLC
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Spears Abacus Advisors LLC
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Sierra Ocean, Llc
|
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EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
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|
Schrum Private Wealth Management LLC
|
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|
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A
|
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FALAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Large Cap Fund Class A
|
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Tema ETF Trust - Tema Monopolies and Oligopolies ETF
|
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|
Quaker Wealth Management, LLC
|
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|
Carnegie Capital Asset Management, LLC
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|
Northstar Financial Companies, Inc.
|
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Rothschild Investment Llc
|
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Natixis Advisors, L.p.
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Marshall & Sterling Wealth Advisors Inc.
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Bank Of Nova Scotia
|
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JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
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Trust Co Of Virginia /va
|
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Evolution Wealth Management Inc.
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Pensionmark Financial Group, Llc
|
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JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
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|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2
|
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Volterra Technologies LP
|
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|
JHFEX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Fundamental Equity Income Fund Class I
|
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|
Whipplewood Advisors, LLC
|
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Clarity Asset Management, Inc.
|
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Aviva Plc
|
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Mechanics Financial Corp
|
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Armor Investment Advisors, LLC
|
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JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF
|
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EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF
|
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Umb Bank N A/mo
|
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|
NORTHWESTERN MUTUAL SERIES FUND INC - Large Company Value Portfolio
|
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|
PRWCX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation Fund
|
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|
Css Llc/il
|
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Axa S.a.
|
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Delta Financial Advisors Llc
|
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Ci Investments Inc.
|
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TWEIX - American Century Capital Portfolios Inc - Equity Income Fund Investor Class
|
|
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|
Patriot Financial Group Insurance Agency, LLC
|
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|
VHCIX - VANGUARD WORLD FUND - Vanguard Health Care Index Fund Admiral Shares
|
|
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|
MONECO Advisors, LLC
|
|
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|
PUTNAM VARIABLE TRUST - Putnam VT Equity Income Fund Class IA Shares
|
|
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|
First National Advisers, LLC
|
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|
IHGIX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD DIVIDEND AND GROWTH FUND Class A
|
|
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|
VNSE - Natixis ETF Trust II - Natixis Vaughan Nelson Select ETF
|
|
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|
Capstone Investment Advisors, Llc
|
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|
Borer Denton & Associates, Inc.
|
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|
DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF
|
|
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|
|
Vestcor Inc
|
|
|
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|
|
Socorro Asset Management LP
|
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|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
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|
Cardinal Capital Management
|
|
|
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|
|
Zrc Wealth Management, Llc
|
|
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|
|
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
|
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|
Wetherby Asset Management Inc
|
|
|
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|
UNIVEST FINANCIAL Corp
|
|
|
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|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
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|
|
CVA Family Office, LLC
|
|
|
|
|
|
Gw Henssler & Associates Ltd
|
|
|
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|
|
Merit Financial Group, LLC
|
|
|
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|
|
First National Trust Co
|
|
|
|
|
|
SGENX - FIRST EAGLE FUNDS - First Eagle Global Fund Class A
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
Blackrock Enhanced Equity Dividend Trust
|
|
|
|
|
|
44 Wealth Management Llc
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
|
|
|
|
Crowley Wealth Management, Inc.
|
|
|
|
|
|
LCF - Touchstone ETF Trust - Touchstone US Large Cap Focused ETF
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
LYFCX - MUTUAL FUND SERIES TRUST - AlphaCentric LifeSci Healthcare Fund Class C
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
Nomura Holdings Inc
|
|
|
|
|
|
FMUAX - FEDERATED INCOME SECURITIES TRUST - Federated Muni and Stock Advantage Fund Class A Shares
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
|
|
|
|
|
Nbt Bank N A /ny
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
Mairs & Power Inc
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - Large-Cap Value Portfolio Class I
|
|
|
|
|
|
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
|
|
|
|
|
Tilson Financial Group, Inc.
|
|
|
|
|
|
Voleon Capital Management Lp
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
Woodline Partners LP
|
|
|
|
|
|
Hilltop National Bank
|
|
|
|
|
|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
Mission Wealth Management, Lp
|
|
|
|
|
|
Wood Tarver Financial Group, LLC
|
|
|
|
|
|
ABMVX - AB CAP FUND, INC. - AB Mid Cap Value Portfolio Class Z
|
|
|
|
|
|
ALVIX - American Century Capital Portfolios Inc - Large Company Value Fund Investor Class
|
|
|
|
|
|
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
|
|
|
|
|
SSAQX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street U.S. Core Equity Fund
|
|
|
|
|
|
BMCIX - Blackrock Funds - Blackrock High Equity Income Fund Institutional
|
|
|
|
|
|
JNBA Financial Advisors
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
Laurel Wealth Advisors LLC
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Thematic Growth Portfolio Class A
|
|
|
|
|
|
Atticus Wealth Management, Llc
|
|
|
|
|
|
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
|
|
|
|
|
|
Bnp Paribas
|
|
|
|
|
|
Los Angeles Capital Management Llc
|
|
|
|
|
|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
Blossom Wealth Management
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
|
|
|
|
Independent Solutions Wealth Management, LLC
|
|
|
|
|
|
Investors Asset Management Of Georgia Inc /ga/ /adv
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
Thoroughbred Financial Services, Llc
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2
|
|
|
|
|
|
Brown, Lisle/cummings, Inc.
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
Somerville Kurt F
|
|
|
|
|
|
FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF
|
|
|
|
|
|
SWHFX - SCHWAB CAPITAL TRUST - Schwab Health Care Fund
|
|
|
|
|
|
Quantbot Technologies LP
|
|
|
|
|
|
Evelyn Partners Investment Management Services Ltd
|
|
|
|
|
|
FMIHX - FMI FUNDS INC - Large Cap Fund Investor Class
|
|
|
|
|
|
Badgley Phelps Wealth Managers, LLC
|
|
|
|
|
|
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Main Street Fund Series II
|
|
|
|
|
|
Sapient Capital Llc
|
|
|
|
|
|
J. L. Bainbridge & Co., Inc.
|
|
|
|
|
|
Daymark Wealth Partners, Llc
|
|
|
|
|
|
MWOFX - MFS SERIES TRUST VIII - MFS Global Growth Fund A
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
|
|
|
|
Nuance Investments, Llc
|
|
|
|
|
|
New England Asset Management Inc
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
Alpine Total Dynamic Dividend Fund
|
|
|
|
|
|
DnB Asset Management AS
|
|
|
|
|
|
Resources Management Corp /ct/ /adv
|
|
|
|
|
|
Harbor Capital Advisors, Inc.
|
|
|
|
|
|
Hancock Whitney Corp
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
Handelsbanken Fonder AB
|
|
|
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
|
|
|
|
|
|
Trilogy Capital Inc.
|
|
|
|
|
|
Guggenheim Strategic Opportunities Fund
|
|
|
|
|
|
Westside Investment Management, Inc.
|
|
|
|
|
|
Retirement Wealth Solutions LLC
|
|
|
|
|
|
Signature Wealth Management Partners, LLC
|
|
|
|
|
|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
ESGEX - Capitol Series Trust - Reynders, McVeigh Core Equity Fund Institutional Shares
|
|
|
|
|
|
Portside Wealth Group, LLC
|
|
|
|
|
|
SWANX - SCHWAB CAPITAL TRUST - Schwab Core Equity Fund
|
|
|
|
|
|
Ceredex Value Advisors LLC
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
Townsquare Capital Llc
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
Plante Moran Financial Advisors, LLC
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
Bath Savings Trust Co
|
|
|
|
|
|
Gmt Capital Corp
|
|
|
|
|
|
Natixis
|
|
|
|
|
|
Great West Life Assurance Co /can/
|
|
|
|
|
|
Arjuna Capital
|
|
|
|
|
|
Union Heritage Capital, LLC
|
|
|
|
|
|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
|
|
|
|
West Tower Group, LLC
|
|
|
|
|
|
Legacy Wealth Managment, LLC/ID
|
|
|
|
|
|
ITAN - Alpha Architect ETF Trust - Sparkline Intangible Value ETF
|
|
|
|
|
|
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Common Stock Fund - Class I
|
|
|
|
|
|
RND - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Bloomberg R&D Leaders ETF
|
|
|
|
|
|
EAPDX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Dividend Income Fund Investor Class
|
|
|
|
|
|
Dark Forest Capital Management Lp
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
BankPlus Trust Department
|
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
|
Financial Network Wealth Management LLC
|
|
|
|
|
|
Evelyn Partners Asset Management Ltd
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
Wedgewood Investors Inc /pa/
|
|
|
|
|
|
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
|
|
|
|
|
Godsey & Gibb Associates
|
|
|
|
|
|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
|
|
|
XRLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
Savvy Advisors, Inc.
|
|
|
|
|
|
Northstar Group, Inc.
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Global Research Portfolio Initial Class
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
|
|
|
|
|
Total Investment Management Inc
|
|
|
|
|
|
Clifford Capital Partners Llc
|
|
|
|
|
|
Jacobi Capital Management LLC
|
|
|
|
|
|
Redmond Asset Management, LLC
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
Woodward Diversified Capital, Llc
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
Deseret Mutual Benefit Administrators
|
|
|
|
|
|
Rempart Asset Management Inc.
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
DIVHX - CUTLER TRUST - Cutler Equity Fund Class II Shares
|
|
|
|
|
|
Trifecta Capital Advisors, LLC
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
YOKE - EA Series Trust - Yoke Core ETF
|
|
|
|
|
|
Tokio Marine Asset Management Co Ltd
|
|
|
|
|
|
Eqis Capital Management, Inc.
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
Selway Asset Management
|
|
|
|
|
|
PineBridge Investments, L.P.
|
|
|
|
|
|
CAPOX - Unified Series Trust - Absolute Capital Opportunities Fund Institutional Shares
|
|
|
|
|
|
Compass Wealth Management LLC
|
|
|
|
|
|
Boston Family Office Llc
|
|
|
|
|
|
PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
Confluence Wealth Services, Inc.
|
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|
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|
|
Trexquant Investment LP
|
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|
|
|
Kentucky Retirement Systems Insurance Trust Fund
|
|
|
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|
|
Essex Savings Bank
|
|
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|
|
Everence Capital Management Inc
|
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|
Rexford Capital Inc
|
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|
FIL Ltd
|
|
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|
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|
PEVC - Pacer Funds Trust - Pacer PE/VC ETF
|
|
|
|
|
|
Game Plan Financial Advisors, LLC
|
|
|
|
|
|
Manning & Napier Advisors Llc
|
|
|
|
|
|
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C
|
|
|
|
|
|
Sumitomo Life Insurance Co
|
|
|
|
|
|
Bailard, Inc.
|
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|
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|
Anchor Capital Advisors Llc
|
|
|
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Norges Bank
|
|
|
|
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|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
State Street Corp
|
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|
|
|
First Interstate Bank
|
|
|
|
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|
FRDAX - Franklin Managed Trust - Franklin Rising Dividends Fund Advisor Class
|
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|
New Age Alpha Advisors, LLC
|
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|
Atria Investments Llc
|
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Phillips Wealth Planners LLC
|
|
|
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|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
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|
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|
Whittier Trust Co
|
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|
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Arnhold LLC
|
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SILVX - RBB FUND, INC. - SGI U.S. Large Cap Equity Fund Class I
|
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|
|
|
|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
|
|
|
|
TVAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Value ETF
|
|
|
|
|
|
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class
|
|
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|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF
|
|
|
|
|
|
Stonebridge Capital Management Inc
|
|
|
|
|
|
Trust Co
|
|
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|
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Polymer Capital Management (US) LLC
|
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|
Wesleyan Assurance Society
|
|
|
|
|
|
Pacific Capital Partners Ltd
|
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Wealthspire Advisors, LLC
|
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HYLG - Global X Funds - Global X Health Care Covered Call & Growth ETF
|
|
|
|
|
|
Marshall Wace, Llp
|
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|
|
|
Cigna Investments Inc /new
|
|
|
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|
Truist Financial Corp
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
|
|
|
|
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF
|
|
|
|
|
|
Meiji Yasuda Life Insurance Co
|
|
|
|
|
|
TFB Advisors LLC
|
|
|
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|
|
Aigen Investment Management, Lp
|
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|
Salomon & Ludwin, LLC
|
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|
Kinneret Advisory, LLC
|
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|
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|
Geneos Wealth Management Inc.
|
|
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|
Jump Financial, LLC
|
|
|
|
|
|
CVLFX - CULLEN FUNDS TRUST - Cullen Value Fund Class C
|
|
|
|
|
|
Numerai GP LLC
|
|
|
|
|
|
Benedict Financial Advisors Inc
|
|
|
|
|
|
GFG Capital, LLC
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Global Equity Series Initial Class
|
|
|
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|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
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|
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|
Chilton Capital Management Llc
|
|
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|
|
E Fund Management Co., Ltd.
|
|
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|
|
KNGZ - FIRST TRUST EXCHANGE-TRADED FUND VI - US Equity Dividend Select ETF
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
Cove Private Wealth, LLC
|
|
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Bfsg, Llc
|
|
|
|
|
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QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
|
|
|
RBA Wealth Management, LLC
|
|
|
|
|
|
Richard C. Young & CO., LTD.
|
|
|
|
|
|
PRCFX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation and Income Fund
|
|
|
|
|
|
Diversify Wealth Management, Llc
|
|
|
|
|
|
Forsta Ap-fonden
|
|
|
|
|
|
Sabal Trust CO
|
|
|
|
|
|
Profunds - Profund Vp Bull
|
|
|
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
|
|
|
|
|
|
Magnus Financial Group LLC
|
|
|
|
|
|
Northwest Quadrant Wealth Management, LLC
|
|
|
|
|
|
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Sustainable Equity Portfolio Class I
|
|
|
|
|
|
MSFAX - Morgan Stanley Institutional Fund Inc - Global Franchise Portfolio Class I
|
|
|
|
|
|
Lodge Hill Capital, LLC
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
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|
|
Sovereign's Capital Management, LLC
|
|
|
|
|
|
Regatta Capital Group, Llc
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
Prosperity Consulting Group, LLC
|
|
|
|
|
|
Value Partners Investments Inc.
|
|
|
|
|
|
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class
|
|
|
|
|
|
Millstone Evans Group, LLC
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
PRDGX - T. Rowe Price Dividend Growth Fund, Inc. - T. Rowe Price Dividend Growth Fund, Inc.
|
|
|
|
|
|
PRAXIS FUNDS - Praxis Impact Large Cap Value ETF
|
|
|
|
|
|
Webster Bank, N. A.
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
KNGAX - World Funds Trust - CBOE Vest S&P 500 Dividend Aristocrats Target Income Fund Class A Shares
|
|
|
|
|
|
DHLAX - DIAMOND HILL FUNDS - Diamond Hill Large Cap Fund Class A
|
|
|
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|
Mitchell & Pahl Private Wealth, Llc
|
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|
Bestgate Wealth Advisors, LLC
|
|
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|
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|
D.a. Davidson & Co.
|
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|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
Verdence Capital Advisors LLC
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
Resonant Capital Advisors, LLC
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Fundamental Growth Fund Class II
|
|
|
|
|
|
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
|
|
|
|
|
|
Dogwood Wealth Management LLC
|
|
|
|
|
|
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund
|
|
|
|
|
|
Barrow Hanley Mewhinney & Strauss Llc
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF
|
|
|
|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
|
Mill Creek Capital Advisors, LLC
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
WILLIAMSBURG INVESTMENT TRUST - Davenport Insider Buying Fund
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
Scott Marsh Financial, LLC
|
|
|
|
|
|
HF Advisory Group, LLC
|
|
|
|
|
|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
|
|
|
|
O'Brien Greene & Co. Inc
|
|
|
|
|
|
Bank Of Stockton
|
|
|
|
|
|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
|
|
|
|
|
Clear Street Markets Llc
|
|
|
|
|
|
Pallas Capital Advisors LLC
|
|
|
|
|
|
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
|
|
|
|
|
|
Mizuho Markets Americas Llc
|
|
|
|
|
|
Personal Cfo Solutions, Llc
|
|
|
|
|
|
ARCHX - ARCHER INVESTMENT SERIES TRUST - Archer Balanced Fund
|
|
|
|
|
|
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A
|
|
|
|
|
|
M. Kulyk & Associates, LLC
|
|
|
|
|
|
Optimum Investment Advisors
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
NCVLX - Managed Portfolio Series - Nuance Concentrated Value Fund Institutional Class Shares
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
Meiji Yasuda Asset Management Co Ltd.
|
|
|
|
|
|
Sava Infond d.o.o.
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A)
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
Woodmont Investment Counsel Llc
|
|
|
|
|
|
Hgk Asset Management Inc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Equity Fund (I)
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
Marshall & Sullivan Inc /wa/
|
|
|
|
|
|
Davidson Investment Advisors
|
|
|
|
|
|
Axxcess Wealth Management, Llc
|
|
|
|
|
|
Wahed Invest LLC
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Global Tactical Allocation Portfolio Initial Class
|
|
|
|
|
|
NWAYX - NATIONWIDE MUTUAL FUNDS - Nationwide GQG US Quality Equity Fund Eagle Class
|
|
|
|
|
|
Crux Wealth Advisors
|
|
|
|
|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
|
|
|
|
|
Buckingham Strategic Partners
|
|
|
|
|
|
Welch & Forbes Llc
|
|
|
|
|
|
Barrett & Company, Inc.
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
Princeton Global Asset Management LLC
|
|
|
|
|
|
Red Tortoise LLC
|
|
|
|
|
|
Coleford Investment Management Ltd.
|
|
|
|
|
|
WAYFX - Waycross Independent Trust - WAYCROSS FOCUSED EQUITY FUND
|
|
|
|
|
|
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
|
|
|
|
|
National Asset Management, Inc.
|
|
|
|
|
|
First Community Trust Na
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
Covea Finance
|
|
|
|
|
|
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
|
|
|
|
|
|
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
|
|
|
|
|
Riverview Trust Co
|
|
|
|
|
|
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class
|
|
|
|
|
|
FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A
|
|
|
|
|
|
Revisor Wealth Management LLC
|
|
|
|
|
|
WWICX - Ultimus Managers Trust - Westwood Income Opportunity Fund C Class Shares
|
|
|
|
|
|
DEUTSCHE DWS VARIABLE SERIES I - DWS Core Equity VIP Class A
|
|
|
|
|
|
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
|
|
|
IAG Wealth Partners, LLC
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
HLIEX - JPMORGAN TRUST II - JPMorgan Equity Income Fund Class I
|
|
|
|
|
|
Candriam Luxembourg S.C.A.
|
|
|
|
|
|
Nuveen Nasdaq 100 Dynamic Overwrite Fund
|
|
|
|
|
|
Capital A Wealth Management, LLC
|
|
|
|
|
|
CoreFirst Bank & Trust
|
|
|
|
|
|
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
|
|
|
|
|
Cardinal Capital Management, Inc.
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
South Dakota Investment Council
|
|
|
|
|
|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
|
|
|
|
|
Viawealth, Llc
|
|
|
|
|
|
ISAM Funds (UK) Ltd
|
|
|
|
|
|
Toms Capital Investment Management Lp
|
|
|
|
|
|
Alliance Wealth Advisors, LLC
|
|
|
|
|
|
Excalibur Management Corp
|
|
|
|
|
|
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A
|
|
|
|
|
|
Profund Advisors Llc
|
|
|
|
|
|
LOM Asset Management Ltd
|
|
|
|
|
|
Bahl & Gaynor Inc
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST III - MFS Mid Cap Value Portfolio Initial Class
|
|
|
|
|
|
Nebula Research & Development LLC
|
|
|
|
|
|
Spdr S&p 500 Etf Trust
|
|
|
|
|
|
Grimes & Company, Inc.
|
|
|
|
|
|
Flagship Harbor Advisors, Llc
|
|
|
|
|
|
PVFYX - Victory Portfolios IV - Victory Pioneer Core Equity Fund Class Y
|
|
|
|
|
|
BankPlus Wealth Management LLC
|
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Global Health Care Fund Class IA Shares
|
|
|
|
|
|
Auxier Asset Management
|
|
|
|
|
|
Farmers & Merchants Trust Co of Chambersburg PA
|
|
|
|
|
|
First National Bank of Mount Dora, Trust Investment Services
|
|
|
|
|
|
Ag2r La Mondiale Gestion D'actifs
|
|
|
|
|
|
VFMV - VANGUARD WELLINGTON FUND - Vanguard U.S. Minimum Volatility ETF ETF Shares
|
|
|
|
|
|
IFM Investors Pty Ltd
|
|
|
|
|
|
Dover Advisors, Llc
|
|
|
|
|
|
FEGE - RBB Fund Trust - First Eagle Global Equity ETF
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
|
|
|
|
|
Group One Trading, L.p.
|
|
|
|
|
|
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Select Mid Cap Managed Volatility Fund Standard Class
|
|
|
|
|
|
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
|
|
|
|
|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
|
|
|
|
|
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Rising Dividends Fund Class C
|
|
|
|
|
|
Massachusetts Financial Services Co /ma/
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
|
|
|
|
Frank, Rimerman Advisors LLC
|
|
|
|
|
|
Pinnacle Bancorp, Inc.
|
|
|
|
|
|
Bill Few Associates, Inc.
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Research Series Initial Class
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
|
|
|
|
|
Texas Yale Capital Corp.
|
|
|
|
|
|
AUENX - AQR Funds - AQR Large Cap Defensive Style Fund Class N
|
|
|
|
|
|
MITTX - MASSACHUSETTS INVESTORS TRUST - Massachusetts Investors Trust A
|
|
|
|
|
|
ACVF - ETF Opportunities Trust - American Conservative Values ETF
|
|
|
|
|
|
T. Rowe Price Investment Management, Inc.
|
|
|
|
|
|
Busey Wealth Management
|
|
|
|
|
|
GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares
|
|
|
|
|
|
AMG National Trust Bank
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
YANKCOM Partnership
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
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VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
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|
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|
Kayne Anderson Rudnick Investment Management Llc
|
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|
Patten & Patten Inc/tn
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Richard Bernstein Advisors LLC
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Dorsey & Whitney Trust CO LLC
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Citigroup Inc
|
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MFS VARIABLE INSURANCE TRUST II - MFS Global Growth Portfolio Initial Class
|
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|
Quadrant Capital Group Llc
|
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Rossmore Private Capital
|
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Wesbanco Bank Inc
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LGLV - SPDR SERIES TRUST - SPDR SSGA US Large Cap Low Volatility Index ETF
|
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Xponance, Inc.
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MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
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TQCCX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Dividend Equity Fund Class C
|
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Twin Tree Management, LP
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ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A
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Private Wealth Management Group, LLC
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New York State Teachers Retirement System
|
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State of Alaska, Department of Revenue
|
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PKO Investment Management Joint-Stock Co
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Allegheny Financial Group LTD
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Accurate Wealth Management, LLC
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TMED - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Health Care ETF
|
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Bernard Wealth Management Corp.
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Aviso Financial Inc.
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111 Capital
|
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URTH - iShares, Inc. - iShares MSCI World ETF
|
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Ballentine Partners, LLC
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Trust Asset Management LLC
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DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
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Eastern Bank
|
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NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
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|
OMERS ADMINISTRATION Corp
|
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Advisor OS, LLC
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FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
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Asset Management Group, Inc.
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Franklin Resources Inc
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SRS Capital Advisors, Inc.
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TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
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DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
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Sector Gamma As
|
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|
Ulland Investment Advisors, LLC
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Oregon Pacific Wealth Management, LLC
|
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Estabrook Capital Management
|
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IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
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Cutler Investment Counsel Llc
|
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THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
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Profunds - Profund Vp Large-cap Value
|
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
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Stone House Investment Management, LLC
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First Trust Advisors Lp
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QAAHCX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Income Portfolio
|
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HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
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Clean Yield Group
|
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SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
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Sandy Spring Bank
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CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
|
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Tocqueville Asset Management L.p.
|
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Hopwood Financial Services, Inc.
|
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Bradley Foster & Sargent Inc/ct
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VCI Wealth Management LLC
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ICONIQ Capital, LLC
|
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Amalgamated Bank
|
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Tredje AP-fonden
|
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IYH - iSHARES TRUST - iShares U.S. Healthcare ETF
|
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Arcus Capital Partners, LLC
|
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PENN SERIES FUNDS INC - Flexibly Managed Fund
|
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Schroder Investment Management Group
|
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Two Sigma Advisers, Lp
|
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Journey Strategic Wealth Llc
|
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Guardian Variable Products Trust - Guardian All Cap Core VIP Fund
|
|
|
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|
Notis-McConarty Edward
|
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|
Pflug Koory, LLC
|
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NORTHWESTERN MUTUAL SERIES FUND INC - Mid Cap Value Portfolio
|
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|
Two Sigma Investments, Lp
|
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Kuhn & Co Investment Counsel
|
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Adage Capital Partners Gp, L.l.c.
|
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Brookstone Capital Management
|
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PUTNAM VARIABLE TRUST - Putnam VT George Putnam Balanced Fund Class IA Shares
|
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|
Evelyn Partners Investment Management LLP
|
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Ossiam
|
|
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|
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y
|
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|
Syon Capital Llc
|
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Dividend Asset Capital, Llc
|
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Deprince Race & Zollo Inc
|
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Arrowstreet Capital, Limited Partnership
|
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DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF
|
|
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|
Prospera Financial Services Inc
|
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|
|
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|
Stockman Wealth Management, Inc.
|
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|
NATIONWIDE VARIABLE INSURANCE TRUST - BlackRock NVIT Equity Dividend Fund Class I
|
|
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|
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|
Circle Wealth Management, LLC
|
|
|
|
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|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Value Fund Standard Class
|
|
|
|
|
|
Stablepoint Partners, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
|
|
|
|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
|
|
|
|
|
XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
Piscataqua Savings Bank
|
|
|
|
|
|
Deroy & Devereaux Private Investment Counsel Inc
|
|
|
|
|
|
ARILX - Aristotle Funds Series Trust - Aristotle Core Equity Fund II Class I
|
|
|
|
|
|
Stonehage Fleming Financial Services Holdings Ltd
|
|
|
|
|
|
JNL SERIES TRUST - JNL/AQR Large Cap Defensive Style Fund (I)
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
M. Kraus & Co
|
|
|
|
|
|
Bellevue Group AG
|
|
|
|
|
|
NEW YORK LIFE INVESTMENTS VP FUNDS TRUST - NYLI VP MFS Research Portfolio Service Class
|
|
|
|
|
|
Harvey Investment Co Llc
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
|
|
|
|
|
STRV - EA Series Trust - Strive 500 ETF
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
Auto-Owners Insurance Co
|
|
|
|
|
|
Jensen Investment Management Inc
|
|
|
|
|
|
Exencial Wealth Advisors, Llc
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
Baker Chad R
|
|
|
|
|
|
Pineridge Advisors LLC
|
|
|
|
|
|
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
|
|
|
|
|
|
Distillate Capital Partners LLC
|
|
|
|
|
|
Apella Capital, LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - Comstock Portfolio Class I
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
MXEQX - GREAT-WEST FUNDS INC - Great-West Large Cap Value Fund Investor Class
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
|
|
|
Fortis Group Advisors, LLC
|
|
|
|
|
|
Sagard Holdings Management Inc.
|
|
|
|
|
|
Brighthouse Funds Trust II - MFS Total Return Portfolio Class A
|
|
|
|
|
|
Barnes Dennig Private Wealth Management LLC
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF
|
|
|
|
|
|
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
Kesler, Norman & Wride, LLC
|
|
|
|
|
|
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
|
|
|
|
|
Mid-American Wealth Advisory Group, Inc.
|
|
|
|
|
|
Mill Capital Management, LLC
|
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
Valicenti Advisory Services Inc
|
|
|
|
|
|
Intech Investment Management Llc
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Diversified Research VIP Fund
|
|
|
|
|
|
Washington Trust Advisors, Inc.
|
|
|
|
|
|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
|
|
|
|
Jnl Series Trust - Jnl Multi-manager Mid Cap Fund (a)
|
|
|
|
|
|
Petrus Trust Company, LTA
|
|
|
|
|
|
Brevan Howard Capital Management LP
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
|
|
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
|
|
|
|
|
|
1st Source Bank
|
|
|
|
|
|
SINAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Large Cap Value Fund Class A
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
Penbrook Management LLC
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
Citizens Financial Group Inc/ri
|
|
|
|
|
|
EQTY - VALUED ADVISERS TRUST - Kovitz Core Equity ETF
|
|
|
|
|
|
Gf Fund Management Co. Ltd.
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
Palouse Capital Management, Inc.
|
|
|
|
|
|
PENN SERIES FUNDS INC - Index 500 Fund
|
|
|
|
|
|
NBSRX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Sustainable Equity Fund Investor Class
|
|
|
|
|
|
HNMDX - HEARTLAND GROUP INC - HEARTLAND MID CAP VALUE FUND Institutional Class
|
|
|
|
|
|
Erste Asset Management GmbH
|
|
|
|
|
|
John Hancock Funds II - Health Sciences Fund Class NAV
|
|
|
|
|
|
Logan Capital Management Inc
|
|
|
|
|
|
THEQ - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Hedged Equity ETF
|
|
|
|
|
|
Canada Pension Plan Investment Board
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund
|
|
|
|
|
|
NWAPX - NATIONWIDE MUTUAL FUNDS - Nationwide Mellon Disciplined Value Fund Eagle Class
|
|
|
|
|
|
Qsemble Capital Management, LP
|
|
|
|
|
|
Meriwether Wealth & Planning, LLC
|
|
|
|
|
|
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
|
|
|
|
|
VGIIX - JPMorgan Trust I - JPMorgan Growth and Income Fund Class I
|
|
|
|
|
|
Alliance Wealth Advisors, LLC /UT
|
|
|
|
|
|
FGLGX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Large Cap Stock Fund
|
|
|
|
|
|
PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF
|
|
|
|
|
|
Marks Group Wealth Management, Inc
|
|
|
|
|
|
Ilmarinen Mutual Pension Insurance Co
|
|
|
|
|
|
Capital Investment Advisors, LLC
|
|
|
|
|
|
Keystone Financial Group
|
|
|
|
|
|
Keystone Financial Services
|
|
|
|
|
|
OAKGX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Global Fund Investor Class
|
|
|
|
|
|
HFSI - Hartford Funds Exchange-Traded Trust - Hartford Sustainable Income ETF
|
|
|
|
|
|
Oxford Asset Management Llp
|
|
|
|
|
|
Toth Financial Advisory Corp
|
|
|
|
|
|
MFVAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Equity Opportunities Fund Class A
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA MFS Massachusetts Investors Trust Portfolio Class 1
|
|
|
|
|
|
Birch Capital Management, LLC
|
|
|
|
|
|
Vontobel Holding Ltd.
|
|
|
|
|
|
LDFVX - LORD ABBETT SECURITIES TRUST - Lord Abbett Fundamental Equity Fund Class A
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL T. Rowe Price Capital Appreciation Fund Class 2
|
|
|
|
|
|
Ferguson Wellman Capital Management, Inc
|
|
|
|
|
|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
|
|
|
|
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
Patrick M Sweeney & Associates, Inc
|
|
|
|
|
|
Monetary Management Group Inc
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
Avanza Fonder AB
|
|
|
|
|
|
Portfolio Design Labs, LLC
|
|
|
|
|
|
Signature Estate & Investment Advisors Llc
|
|
|
|
|
|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
Pettyjohn, Wood & White, Inc
|
|
|
|
|
|
ITEAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Equity Income Portfolio Class ADV
|
|
|
|
|
|
Summit X, LLC
|
|
|
|
|
|
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
DSTL - ETF Series Solutions - Distillate U.S. Fundamental Stability & Value ETF
|
|
|
|
|
|
SVIIX - VIRTUS ASSET TRUST - Virtus Ceredex Large-Cap Value Equity Fund Class A
|
|
|
|
|
|
CVFCX - Pioneer Series Trust III - Pioneer Disciplined Value Fund : Class A
|
|
|
|
|
|
Exchange Bank
|
|
|
|
|
|
New Mexico Educational Retirement Board
|
|
|
|
|
|
IWX - iSHARES TRUST - iShares Russell Top 200 Value ETF
|
|
|
|
|
|
Cooper Financial Group
|
|
|
|
|
|
FDETX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Capital Development Fund Class O
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
Petredis Investment Advisors Llc
|
|
|
|
|
|
Securian Funds Trust - SFT T. Rowe Price Value Fund
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
Focus Financial Network, Inc.
|
|
|
|
|
|
Park Place Capital Corp
|
|
|
|
|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
|
|
|
|
|
Atom Investors LP
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
|
|
|
|
Clifford Swan Investment Counsel Llc
|
|
|
|
|
|
WASHINGTON TRUST Co
|
|
|
|
|
|
Forum Financial Management, LP
|
|
|
|
|
|
Choate Investment Advisors
|
|
|
|
|
|
Ridgewood Investments LLC
|
|
|
|
|
|
Gries Financial Llc
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
|
|
|
|
|
Ally Financial Inc.
|
|
|
|
|
|
Nexus Investment Management ULC
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
|
|
|
|
|
Lowe Brockenbrough & Co Inc
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Main Street All Cap Fund Class R6
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Equity Dividend V.I. Fund Class I
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
ADLVX - Ultimus Managers Trust - ADLER VALUE FUND Institutional Class
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
|
|
|
|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
|
|
GVLU - Tidal ETF Trust - Gotham 1000 Value ETF
|
|
|
|
|
|
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Main Street Fund Class C
|
|
|
|
|
|
Colonial Trust Advisors
|
|
|
|
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|
Mb, Levis & Associates, Llc
|
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|
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|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Nationwide Fund Class I
|
|
|
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|
Ninety One North America, Inc.
|
|
|
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|
MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
RGEF - Tidal Trust III - Rockefeller Global Equity ETF
|
|
|
|
|
|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
|
|
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|
Fulcrum Capital LLC
|
|
|
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|
Charles Schwab Trust Co
|
|
|
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|
Varma Mutual Pension Insurance Co
|
|
|
|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
|
|
|
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
Korea Investment CORP
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
Gables Capital Management Inc.
|
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|
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|
Great Lakes Retirement, Inc.
|
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|
|
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Profunds - Profund Vp Health Care
|
|
|
|
|
|
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
|
|
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|
|
Catalytic Wealth RIA, LLC
|
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|
Colony Group, LLC
|
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|
Beacon Capital Management, LLC
|
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AIA Group Ltd
|
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|
|
|
ARDEX - AMG Funds IV - AMG River Road Dividend All Cap Value Fund CLASS N SHARES
|
|
|
|
|
|
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
|
|
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|
|
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
Coign Capital Advisors LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
|
|
Moors & Cabot, Inc.
|
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|
|
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|
Tekla Healthcare Opportunities Fund
|
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|
|
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|
Abacus Wealth Partners, LLC
|
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Prudential Plc
|
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SummitTX Capital, L.P.
|
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SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F
|
|
|
|
|
|
JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF
|
|
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|
American Capital Advisory, LLC
|
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|
Grandfield & Dodd, Llc
|
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EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
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|
Chicago Partners Investment Group LLC
|
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EagleClaw Capital Managment, LLC
|
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|
Kathleen S. Wright Associates Inc.
|
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New England Capital Financial Advisors LLC
|
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JAFRX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Capital Appreciation Value Trust NAV Class
|
|
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|
|
|
TRLGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Growth Fund
|
|
|
|
|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
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|
Vestal Point Capital, LP
|
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JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
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|
Shell Asset Management Co
|
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Cheviot Value Management, LLC
|
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Wolff Wiese Magana Llc
|
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JAVA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF
|
|
|
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|
First Merchants Corp
|
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|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
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|
Martingale Asset Management L P
|
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NJ State Employees Deferred Compensation Plan
|
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Moisand Fitzgerald Tamayo, LLC
|
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Wellington Shields & Co., LLC
|
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First American Bank
|
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IXJ - iSHARES TRUST - iShares Global Healthcare ETF
|
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|
Warren Averett Asset Management, LLC
|
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Vista Investment Partners Llc
|
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Ubs Asset Management Americas Inc
|
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Tema Etfs Llc
|
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LDVCX - Investment Managers Series Trust II - AXS Thomson Reuters Venture Capital Return Tracker Fund Class C Shares
|
|
|
|
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Sound View Wealth Advisors Group, LLC
|
|
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BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
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|
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Alliancebernstein L.p.
|
|
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KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
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|
Curat Global, LLC
|
|
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Lazard Freres Gestion S.A.S.
|
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RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
|
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|
Motco
|
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|
|
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|
Advisors Asset Management, Inc.
|
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Assetmark, Inc
|
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Morningstar Investment Management LLC
|
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Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group
|
|
|
|
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|
Ascent Group, LLC
|
|
|
|
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|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
Raleigh Capital Management Inc.
|
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|
FORA Capital, LLC
|
|
|
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|
Penobscot Investment Management Company, Inc.
|
|
|
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|
LVPIX - Profunds - Large-cap Value Profund Investor Class
|
|
|
|
|
|
Consultiva Wealth Management, Corp.
|
|
|
|
|
|
Clearline Capital LP
|
|
|
|
|
|
FEVAX - FIRST EAGLE FUNDS - First Eagle U.S. Value Fund Class A
|
|
|
|
|
|
Western Pacific Wealth Management, LP
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
LGT Financial Advisors LLC
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
|
|
|
|
|
|
FCGPX - MAINSTAY FUNDS TRUST - MainStay PineStone Global Equity Fund Class P
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
Delta Asset Management Llc/tn
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
|
|
|
|
|
|
Triangle Securities Wealth Management
|
|
|
|
|
|
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
Becker Capital Management Inc
|
|
|
|
|
|
Aurdan Capital Management, LLC
|
|
|
|
|
|
FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF
|
|
|
|
|
|
Diametric Capital, LP
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
FFEIX - NUVEEN INVESTMENT FUNDS INC - Nuveen Dividend Value Fund Class A
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
Silver Lake Advisory, LLC
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a)
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB
|
|
|
|
|
|
La Banque Postale Asset Management SA
|
|
|
|
|
|
HCMAX - ALPS Series Trust - Hillman Value Fund
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3
|
|
|
|
|
|
Coastline Trust Co
|
|
|
|
|
|
Fsb Premier Wealth Management, Inc.
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Janus Henderson U.S. Low Volatility Portfolio
|
|
|
|
|
|
ClearAlpha Technologies LP
|
|
|
|
|
|
Fwl Investment Management, Llc
|
|
|
|
|
|
Silver Coast Investments LLC
|
|
|
|
|
|
MSFRX - MFS SERIES TRUST V - MFS Total Return Fund A
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
Procyon Private Wealth Partners, LLC
|
|
|
|
|
|
Drucker Wealth 3.0, LLC
|
|
|
|
|
|
SIXL - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Low Beta Equity Strategy ETF
|
|
|
|
|
|
RiverGlades Family Offices LLC
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
Duncker Streett & Co Inc
|
|
|
|
|
|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
|
|
Banque Transatlantique SA
|
|
|
|
|
|
Evercore Wealth Management, LLC
|
|
|
|
|
|
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares
|
|
|
|
|
|
Cary Street Partner Investment Advisory Llc
|
|
|
|
|
|
JHCMX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Fundamental Equity Income Fund Class R6
|
|
|
|
|
|
Point72 Asset Management, L.P.
|
|
|
|
|
|
Missouri Trust & Investment Co
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
Marcum Wealth, LLC
|
|
|
|
|
|
Community Bank, N.A.
|
|
|
|
|
|
Lincoln Capital LLC
|
|
|
|
|
|
Trust Co Of Toledo Na /oh/
|
|
|
|
|
|
Valmark Advisers, Inc.
|
|
|
|
|
|
Allianz Se
|
|
|
|
|
|
Sandy Cove Advisors, LLC
|
|
|
|
|
|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB
|
|
|
|
|
|
FSA Wealth Management LLC
|
|
|
|
|
|
TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R
|
|
|
|
|
|
Arete Wealth Advisors, LLC
|
|
|
|
|
|
USA Financial Portformulas Corp
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A
|
|
|
|
|
|
SWAN Capital LLC
|
|
|
|
|
|
Checchi Capital Advisers, LLC
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Investors Trust Series Initial Class
|
|
|
|
|
|
Mawer Investment Management Ltd.
|
|
|
|
|
|
CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF
|
|
|
|
|
|
Advantage Trust Co
|
|
|
|
|
|
BLUEX - AMG Funds I - AMG Managers Brandywine Blue Fund Class I
|
|
|
|
|
|
Net Worth Advisory Group
|
|
|
|
|
|
Versor Investments LP
|
|
|
|
|
|
Berkley W R Corp
|
|
|
|
|
|
VSM Wealth Advisory, LLC
|
|
|
|
|
|
Fosun International Ltd
|
|
|
|
|
|
Talisman Wealth Advisors LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Sustainable U.S. Thematic Portfolio Class K
|
|
|
|
|
|
Argent Advisors, Inc.
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
|
|
|
|
|
|
Kingstone Capital Partners Texas, LLC
|
|
|
|
|
|
Machina Capital S.a.s.
|
|
|
|
|
|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
|
|
|
Main Street Financial Solutions, LLC
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
Ironvine Capital Partners, LLC
|
|
|
|
|
|
Mcrae Capital Management Inc
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
ARS Wealth Advisors Group, LLC
|
|
|
|
|
|
SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A
|
|
|
|
|
|
JAFMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Health Sciences Trust NAV
|
|
|
|
|
|
Panagora Asset Management Inc
|
|
|
|
|
|
SPUS - Tidal ETF Trust - SP Funds S&P 500 Sharia Industry Exclusions ETF
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
OALVX - Optimum Fund Trust - Optimum Large Cap Value Fund Class A
|
|
|
|
|
|
Wsfs Capital Management, Llc
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
Transce3nd, LLC
|
|
|
|
|
|
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc.
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1
|
|
|
|
|
|
State of Wyoming
|
|
|
|
|
|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
|
|
|
Rathbone Brothers plc
|
|
|
|
|
|
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
Pavion Blue Capital, LLC
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
W.H. Cornerstone Investments Inc.
|
|
|
|
|
|
Penserra Capital Management LLC
|
|
|
|
|
|
MIGFX - MASSACHUSETTS INVESTORS GROWTH STOCK FUND - Massachusetts Investors Growth Stock Fund A
|
|
|
|
|
|
FBLEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Stock Selector Large Cap Value Fund
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
Daiwa Securities Group Inc.
|
|
|
|
|
|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/American Century Mid Cap Value Portfolio Class IB
|
|
|
|
|
|
Prelude Capital Management, Llc
|
|
|
|
|
|
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
|
|
|
|
|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
|
|
|
|
|
Venturi Wealth Management, LLC
|
|
|
|
|
|
Gulf International Bank (UK) Ltd
|
|
|
|
|
|
SUHAX - DEUTSCHE DWS SECURITIES TRUST - DWS Health and Wellness Fund Class A
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
Financiere des Professionnels - Fonds d,investissement inc.
|
|
|
|
|
|
TruNorth Capital Management, LLC
|
|
|
|
|
|
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
|
|
|
|
|
|
GABELLI & Co INVESTMENT ADVISERS, INC.
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
CIMDX - ALPS Series Trust - Clarkston Founders Fund Institutional Class
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
Godshalk Welsh Capital Management, Inc.
|
|
|
|
|
|
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
|
|
|
|
|
Sirios Capital Management L P
|
|
|
|
|
|
Quantitative Investment Management, LLC
|
|
|
|
|
|
Strategic Investment Solutions, Inc. /IL
|
|
|
|
|
|
FUKOKU MUTUAL LIFE INSURANCE Co
|
|
|
|
|
|
Centiva Capital, LP
|
|
|
|
|
|
Centaurus Financial, Inc.
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
Canada Post Corp Registered Pension Plan
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV
|
|
|
|
|
|
Formidable Asset Management, LLC
|
|
|
|
|
|
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
Howe & Rusling Inc
|
|
|
|
|
|
Alan B. Lancz & Associates, Inc.
|
|
|
|
|
|
Lowe Wealth Advisors, LLC
|
|
|
|
|
|
Strengthening Families & Communities, LLC
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
|
Ami Asset Management Corp
|
|
|
|
|
|
KNG - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Cboe Vest S&P 500 Dividend Aristocrats Target Income ETF
|
|
|
|
|
|
Hutchinson Financial Advisors, INC
|
|
|
|
|
|
Cornerstone Advisors, LLC
|
|
|
|
|
|
Bridgewater Associates, LP
|
|
|
|
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D. E. Shaw & Co., Inc.
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Folger Nolan Fleming Douglas Capital Management, Inc
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JAEEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Equity Income Trust NAV
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Clearbridge Investments, LLC
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Carret Asset Management, Llc
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Federated Hermes, Inc.
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AE Wealth Management LLC
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Mariner, LLC
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KBC Group NV
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Loomis Sayles & Co L P
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Commerzbank Aktiengesellschaft /fi
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JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
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Pollock Investment Advisors, LLC
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Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
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Studio Investment Management Llc
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Armstrong Advisory Group, Inc
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Cypress Wealth Services, LLC
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Invesco Exchange-Traded Fund Trust II - Invesco ESG S&P 500 Equal Weight ETF
|
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Cibc World Markets Corp
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REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Franklin Templeton Global Equity Managed Volatility Fund Standard Class
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Tekla Healthcare Investors
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Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
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Napatree Capital Llc
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Arcadia Investment Management Corp/mi
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Hills Bank & Trust Co
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Sterling Capital Management LLC
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FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
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Pitcairn Co
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Fisher Funds Management LTD
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Capital Fund Management S.a.
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Tsfg, Llc
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Rossby Financial, LCC
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State Board Of Administration Of Florida Retirement System
|
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SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A
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PNRAX - PUTNAM INVESTMENT FUNDS - Putnam Research Fund Class A Shares
|
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Pettee Investors, Inc.
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Empowered Funds, LLC
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BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES
|
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MWEFX - MFS SERIES TRUST VI - MFS Global Equity Fund A
|
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QLMVIX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Large Cap Value Portfolio Class I
|
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Rsm Us Wealth Management Llc
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FGIRX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth & Income Fund Class A
|
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NCM Capital Management, LLC
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Enterprise Bank & Trust Co
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NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
|
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HighPoint Advisor Group LLC
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Illinois Municipal Retirement Fund
|
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IFP Advisors, Inc
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AUXAX - FORUM FUNDS - Auxier Focus Fund A Shares
|
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TMFC - RBB FUND, INC. - Motley Fool 100 Index ETF
|
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|
Main Street Group, LTD
|
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S-Bank Fund Management Ltd
|
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Opal Wealth Advisors, LLC
|
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DRIPX - MP63 FUND INC - MP63 Fund
|
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Citizens & Northern Corp
|
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PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
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BOK Financial Private Wealth, Inc.
|
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Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
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TQGEX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM Global Equity Fund
|
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WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
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JIEMX - John Hancock Funds II - Equity Income Fund Class NAV
|
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|
Fullcircle Wealth Llc
|
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DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
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|
Pinnacle Wealth Planning Services, Inc.
|
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|
Keybank National Association/oh
|
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Howland Capital Management Llc
|
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|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
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|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
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|
Brandes Investment Partners, Lp
|
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|
Dimensional Fund Advisors Lp
|
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|
Teachers Retirement System Of The State Of Kentucky
|
|
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|
|
TCAF - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Equity ETF
|
|
|
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|
|
Stock Yards Bank & Trust Co
|
|
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|
Mediolanum International Funds Ltd
|
|
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|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
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|
|
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
|
|
|
|
|
Cornerstone Total Return Fund Inc
|
|
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|
Austin Private Wealth, LLC
|
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|
|
Millennium Management Llc
|
|
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GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
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|
SUNAMERICA SERIES TRUST - SA MFS Total Return Portfolio Class 1
|
|
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|
Newbridge Financial Services Group, Inc.
|
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|
TWVLX - American Century Capital Portfolios Inc - Value Fund Investor Class
|
|
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|
|
Bessemer Group Inc
|
|
|
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|
|
IMG Wealth Management, Inc.
|
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|
Clarkston Capital Partners, LLC
|
|
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|
Fmr Llc
|
|
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|
Walleye Trading LLC
|
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|
|
|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
|
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|
|
|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
|
|
|
|
|
Delta Capital Management Llc
|
|
|
|
|
|
Lombard Odier Asset Management (USA) Corp
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
|
|
|
Hahn Capital Management Llc
|
|
|
|
|
|
SUSSX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional U.S. Equity Fund Service Class
|
|
|
|
|
|
USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A
|
|
|
|
|
|
Long Road Investment Counsel, LLC
|
|
|
|
|
|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
|
|
|
|
|
McElhenny Sheffield Capital Management, LLC
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
Linscomb & Williams, Inc.
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
Phraction Management LLC
|
|
|
|
|
|
Hamilton Point Investment Advisors, LLC
|
|
|
|
|
|
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
|
|
|
|
|
Founders Financial Securities Llc
|
|
|
|
|
|
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
|
|
|
|
|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
|
|
|
Glenview Trust Co
|
|
|
|
|
|
Whalerock Point Partners, Llc
|
|
|
|
|
|
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
|
|
|
|
|
Skba Capital Management Llc
|
|
|
|
|
|
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A
|
|
|
|
|
|
Blueshift Asset Management, LLC
|
|
|
|
|
|
Cherry Tree Wealth Management, LLC
|
|
|
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
|
|
Northcape Wealth Management, Llc
|
|
|
|
|
|
HBK Sorce Advisory LLC
|
|
|
|
|
|
Neo Ivy Capital Management
|
|
|
|
|
|
Dakota Wealth Management
|
|
|
|
|
|
Coston, McIsaac & Partners
|
|
|
|
|
|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
|
|
|
Nicolet Advisory Services, Llc
|
|
|
|
|
|
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
|
|
|
|
|
|
PHSTX - PUTNAM GLOBAL HEALTH CARE FUND - PUTNAM GLOBAL HEALTH CARE FUND Class A Shares
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
Peninsula Asset Management Inc
|
|
|
|
|
|
LBSAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Dividend Income Fund Class A
|
|
|
|
|
|
Accredited Wealth Management, LLC
|
|
|
|
|
|
Connecticut Wealth Management, LLC
|
|
|
|
|
|
Garde Capital, Inc.
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K
|
|
|
|
|
|
CFS Investment Advisory Services, LLC
|
|
|
|
|
|
Acima Private Wealth, Llc
|
|
|
|
|
|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
|
|
|
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
Ariston Services Group
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
Weaver Capital Management LLC
|
|
|
|
|
|
BI Asset Management Fondsmaeglerselskab A/S
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
Archer Investment Corp
|
|
|
|
|
|
Gold Investment Management Ltd.
|
|
|
|
|
|
SPDG - SPDR SERIES TRUST - SPDR Portfolio S&P Sector Neutral Dividend ETF
|
|
|
|
|
|
LORD ABBETT SERIES FUND INC - Growth and Income Portfolio Class VC
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio
|
|
|
|
|
|
JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF
|
|
|
|
|
|
River Road Asset Management, LLC
|
|
|
|
|
|
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
|
|
|
|
|
Cahill Financial Advisors Inc
|
|
|
|
|
|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
|
|
|
|
Retirement Planning Co of New England, Inc.
|
|
|
|
|
|
AlphaCore Capital LLC
|
|
|
|
|
|
Sprucegrove Investment Management Ltd
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Value Fund Standard Class II
|
|
|
|
|
|
NOBL - PROSHARES TRUST - ProShares S&P 500 Dividend Aristocrats ETF
|
|
|
|
|
|
Delta Financial Group, Inc.
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
JB Capital LLC
|
|
|
|
|
|
State Farm Mutual Automobile Insurance Co
|
|
|
|
|
|
Cinctive Capital Management LP
|
|
|
|
|
|
Briaud Financial Planning, Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/T. Rowe Price Health Sciences Portfolio Class IB
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
SWDSX - SCHWAB CAPITAL TRUST - Schwab Dividend Equity Fund
|
|
|
|
|
|
Boston Private Wealth Llc
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
Angeles Wealth Management, Llc
|
|
|
|
|
|
Ingalls & Snyder Llc
|
|
|
|
|
|
BUSA - 2023 ETF Series Trust - Brandes U.S. Value ETF
|
|
|
|
|
|
Conning Inc.
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
OAKWX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Global Select Fund Investor Class
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
Groupe la Francaise
|
|
|
|
|
|
HTEC - EXCHANGE TRADED CONCEPTS TRUST - ROBO Global(R) Healthcare Technology and Innovation ETF
|
|
|
|
|
|
Bangor Savings Bank
|
|
|
|
|
|
Liberty All Star Equity Fund
|
|
|
|
|
|
Mather Group, Llc.
|
|
|
|
|
|
Davis R M Inc
|
|
|
|
|
|
Adirondack Trust Co
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
|
|
|
|
|
|
HUSV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Domestic ETF
|
|
|
|
|
|
Twin City Private Wealth, Llc
|
|
|
|
|
|
WSEFX - BOSTON TRUST WALDEN FUNDS - Walden Equity Fund
|
|
|
|
|
