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Childress Capital Advisors, Llc
|
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|
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|
RPV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Pure Value ETF
|
|
|
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|
|
Graham Capital Management, L.P.
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|
Solstein Capital, LLC
|
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CX Institutional
|
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PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3
|
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|
AQLT - iSHARES TRUST - iShares MSCI Global Quality Factor ETF
|
|
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|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
|
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|
Florida Financial Advisors, Llc
|
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|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
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Whittier Trust Co Of Nevada Inc
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COWZ - Pacer Funds Trust - Pacer US Cash Cows 100 ETF
|
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Intrust Bank Na
|
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|
Y-Intercept (Hong Kong) Ltd
|
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George Kaiser Family Foundation
|
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Luxor Capital Group, LP
|
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Delta Global Management LP
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HLQVX - JPMORGAN TRUST II - JPMorgan Large Cap Value Fund Class I
|
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|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
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|
Phoenix Holdings Ltd.
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HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
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Onefund, Llc
|
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SkyView Investment Advisors, LLC
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Laurion Capital Management LP
|
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Schroder Investment Management Group
|
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Vestmark Advisory Solutions, Inc.
|
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Two Roads Shared Trust - LeaderSharesTM AlphaFactor(R) US Core Equity ETF
|
|
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|
|
|
Formidable Asset Management, LLC
|
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|
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|
|
CGGR - Capital Group Growth ETF - Capital Group Growth ETF Share Class
|
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|
Independent Advisor Alliance
|
|
|
|
|
|
HLAL - Listed Funds Trust - Wahed FTSE USA Shariah ETF
|
|
|
|
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|
MTUM - iSHARES TRUST - iShares Edge MSCI USA Momentum Factor ETF
|
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|
BNP Paribas Asset Management Holding S.A.
|
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|
Retirement Systems of Alabama
|
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AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A
|
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|
Keybank National Association/oh
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Barclays Plc
|
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|
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A
|
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|
|
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GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
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Ridgewood Investments LLC
|
|
|
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AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares
|
|
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|
SMIPX - SARATOGA ADVANTAGE TRUST - Mid Capitalization Portfolio - Class I
|
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|
Strs Ohio
|
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VNVAX - Natixis Funds Trust II - Vaughan Nelson Value Opportunity Fund Class A
|
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|
Smead Capital Management, Inc.
|
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Alpine Woods Capital Investors, Llc
|
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Guggenheim Strategic Opportunities Fund
|
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Jones Financial Companies Lllp
|
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Vaughan Nelson Investment Management, L.p.
|
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QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
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|
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|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
|
|
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|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
|
|
|
|
|
Jane Street Group, Llc
|
|
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|
|
|
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Main Street Mid Cap Fund Class R6
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
|
|
|
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|
Sierra Summit Advisors Llc
|
|
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City State Bank
|
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|
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
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|
TCG Advisory Services, LLC
|
|
|
|
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|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
|
|
|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A
|
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|
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|
Traub Capital Management LLC
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Franklin Rising Dividends Portfolio Class IB
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
|
|
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|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
|
|
|
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|
Healthcare Of Ontario Pension Plan Trust Fund
|
|
|
|
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Hilltop National Bank
|
|
|
|
|
|
PPADX - GMO TRUST - GMO U.S. Opportunistic Value Fund Class III
|
|
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|
Leavell Investment Management, Inc.
|
|
|
|
|
|
LOGO - Tidal Trust III - Alpha Brands(TM) Consumption Leaders ETF
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Principal Capital Appreciation Account Class 1
|
|
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|
American Trust
|
|
|
|
|
|
BLPIX - Profunds - Bull Profund Investor Class
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
|
|
|
Boston Trust Walden Corp
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
Collier Financial
|
|
|
|
|
|
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
|
|
|
|
Pettee Investors, Inc.
|
|
|
|
|
|
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A
|
|
|
|
|
|
Kapstone Financial Advisors LLC
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
|
|
|
|
|
Auxier Asset Management
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
|
|
|
|
|
TEDIX - Franklin Mutual Series Funds - Franklin Mutual Global Discovery Fund Class A
|
|
|
|
|
|
LCORX - Managed Portfolio Series - Leuthold Core Investment Fund Retail Class
|
|
|
|
|
|
Siemens Fonds Invest GmbH
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
J2 Capital Management Inc
|
|
|
|
|
|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Growth Strength Portfolio Class I
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
PSET - Principal Exchange-Traded Funds - Principal Price Setters Index ETF
|
|
|
|
|
|
HAPI - Harbor ETF Trust - Harbor Corporate Culture ETF
|
|
|
|
|
|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
Americana Partners, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
|
|
|
|
Horizon Financial Services, Llc
|
|
|
|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Miller Investment Management, LP
|
|
|
|
|
|
Heartland Advisors Inc
|
|
|
|
|
|
Duquesne Family Office LLC
|
|
|
|
|
|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
|
|
Deseret Mutual Benefit Administrators
|
|
|
|
|
|
Himension Fund
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares
|
|
|
|
|
|
Elo Mutual Pension Insurance Co
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB
|
|
|
|
|
|
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF
|
|
|
|
|
|
Northwest Bancshares, Inc.
|
|
|
|
|
|
Itau Unibanco Holding S.A.
|
|
|
|
|
|
Applied Finance Capital Management, LLC
|
|
|
|
|
|
Pineridge Advisors LLC
|
|
|
|
|
|
Fisher Funds Management LTD
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
GFG Capital, LLC
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
Headlands Technologies LLC
|
|
|
|
|
|
Rench Wealth Management, Inc.
|
|
|
|
|
|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Sig Brokerage, Lp
|
|
|
|
|
|
Eads & Heald Wealth Management
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
Pacifica Partners Inc.
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
URTH - iShares, Inc. - iShares MSCI World ETF
|
|
|
|
|
|
VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares
|
|
|
|
|
|
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
Glen Eagle Advisors, LLC
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
N.E.W. Advisory Services LLC
|
|
|
|
|
|
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund
|
|
|
|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
|
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF
|
|
|
|
|
|
Core Alternative Capital
|
|
|
|
|
|
HMCNX - HARBOR FUNDS - Harbor Mid Cap Fund Investor Class
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
Bridgewater Associates, LP
|
|
|
|
|
|
Boothbay Fund Management, Llc
|
|
|
|
|
|
Guardian Wealth Advisors, Llc / Nc
|
|
|
|
|
|
Cibc World Markets Corp
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
|
|
|
|
|
|
Sitrin Capital Management LLC
|
|
|
|
|
|
Prescott Group Capital Management, L.l.c.
|
|
|
|
|
|
Argent Capital Management Llc
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA LARGE CORE SERIES
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
True North Advisors, LLC
|
|
|
|
|
|
Plante Moran Financial Advisors, LLC
|
|
|
|
|
|
BCS Private Wealth Management, Inc.
|
|
|
|
|
|
Omnia Family Wealth, LLC
|
|
|
|
|
|
IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF
|
|
|
|
|
|
Institute for Wealth Management, LLC.
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
Capital Research Global Investors
|
|
|
|
|
|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
|
Twinbeech Capital Lp
|
|
|
|
|
|
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
Hollencrest Capital Management
|
|
|
|
|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
|
|
|
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Growers ETF
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I
|
|
|
|
|
|
VMVIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Value Index Fund Investor Shares
|
|
|
|
|
|
CMUAX - COLUMBIA FUNDS SERIES TRUST - Columbia Select Mid Cap Value Fund Class A
|
|
|
|
|
|
Delta Asset Management Llc/tn
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
PNOPX - PUTNAM SUSTAINABLE LEADERS FUND - PUTNAM SUSTAINABLE LEADERS FUND Class A Shares
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
Signature Resources Capital Management, LLC
|
|
|
|
|
|
Diversified Trust Co
|
|
|
|
|
|
Arrow Capital Pty Ltd
|
|
|
|
|
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF
|
|
|
|
|
|
Proficio Capital Partners LLC
|
|
|
|
|
|
USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund
|
|
|
|
|
|
Dnca Finance
|
|
|
|
|
|
FDIS - FIDELITY COVINGTON TRUST - Fidelity MSCI Consumer Discretionary Index ETF
|
|
|
|
|
|
D1 Capital Partners L.P.
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
Norges Bank
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
Canada Post Corp Registered Pension Plan
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
|
|
|
|
|
Baxter Bros Inc
|
|
|
|
|
|
Gabelli Dividend & Income Trust
|
|
|
|
|
|
Greenhaven Associates Inc
|
|
|
|
|
|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
|
|
|
|
|
denkapparat Operations GmbH
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
|
|
Ossiam
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
AGLOX - ARIEL INVESTMENT TRUST - Ariel Global Fund Investor Class
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
PQIAX - PRINCIPAL FUNDS INC - Equity Income Fund formerly Equity Income Fund I Class A
|
|
|
|
|
|
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a)
|
|
|
|
|
|
Acropolis Investment Management, LLC
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
BlackRock Strategic Global Bond Fund, Inc. - BlackRock Strategic Global Bond Fund, Inc. Investor A
|
|
|
|
|
|
MML Series Investment Fund II - MML Equity Fund Initial Class
|
|
|
|
|
|
Gulf International Bank (UK) Ltd
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
Norinchukin Bank, The
|
|
|
|
|
|
Cidel Asset Management Inc
|
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
Centiva Capital, LP
|
|
|
|
|
|
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares
|
|
|
|
|
|
BTMFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Midcap Fund
|
|
|
|
|
|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
|
|
|
|
|
RXI - iSHARES TRUST - iShares Global Consumer Discretionary ETF
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
|
|
Horiko Capital Management Llc
|
|
|
|
|
|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
|
|
|
|
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
|
|
|
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QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
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|
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|
|
First Citizens Bank & Trust Co
|
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|
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|
|
Reynders McVeigh Capital Management, LLC
|
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|
TCTC Holdings, LLC
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
RDVY - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Rising Dividend Achievers ETF
|
|
|
|
|
|
Red Tortoise LLC
|
|
|
|
|
|
UMA Financial Services, Inc.
|
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|
Focus Financial Network, Inc.
|
|
|
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|
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F
|
|
|
|
|
|
Howard Hughes Medical Institute
|
|
|
|
|
|
BLB&B Advisors, LLC
|
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|
Fisher Asset Management, LLC
|
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|
Miracle Mile Advisors, LLC
|
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|
Ascent Group, LLC
|
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|
Envestnet Asset Management Inc
|
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|
Quest 10 Wealth Builders, Inc.
|
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|
Jain Global LLC
|
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Zions Bancorporation, National Association /ut/
|
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|
Putnam Fl Investment Management Co
|
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|
Elevation Series Trust - RiverNorth Patriot ETF
|
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|
Profund Advisors Llc
|
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|
Meiji Yasuda Asset Management Co Ltd.
|
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NANC - Tidal ETF Trust - Unusual Whales Subversive Democratic Trading ETF
|
|
|
|
|
|
PARWX - PARNASSUS FUNDS - Parnassus Endeavor Fund Investor Shares
|
|
|
|
|
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
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|
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|
VCGAX - VALIC Co I - Growth & Income Fund
|
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|
Court Place Advisors, LLC
|
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Suncoast Equity Management
|
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|
|
Farmers & Merchants Investments Inc
|
|
|
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|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
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|
|
|
|
GMUEX - GMO TRUST - GMO U.S. Equity Fund Class III
|
|
|
|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
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|
|
FRBSX - Franklin Value Investors Trust - Franklin Mutual U.s. Value Fund Class A
|
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|
NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Core Stock Portfolio
|
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|
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|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
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|
Versant Capital Management, Inc
|
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|
|
|
|
JPME - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF
|
|
|
|
|
|
FFIDX - FIDELITY HASTINGS STREET TRUST - Fidelity Fund
|
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|
Legacy Wealth Managment, LLC/ID
|
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|
KLCM Advisors, Inc.
|
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Solel Partners LP
|
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Weaver Capital Management LLC
|
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MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
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|
Chevy Chase Trust Holdings, Inc.
|
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QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
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|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
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|
|
|
HB Wealth Management, LLC
|
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|
Advisor Group Holdings, Inc.
|
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|
PAX Financial Group, LLC
|
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|
Northstar Group, Inc.
|
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|
Sumitomo Mitsui Financial Group, Inc.
|
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ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A
|
|
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|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF
|
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|
|
Foster & Motley Inc
|
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|
|
Axa S.a.
|
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|
Gsa Capital Partners Llp
|
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|
Newbridge Financial Services Group, Inc.
|
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|
Hudson Canyon Capital Management
|
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|
Long Pond Capital, LP
|
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|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio
|
|
|
|
|
|
IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I
|
|
|
|
|
|
Moran Wealth Management, LLC
|
|
|
|
|
|
IFG Advisory, LLC
|
|
|
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|
Point72 Asset Management, L.P.
|
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ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
|
|
|
|
Archer Investment Corp
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Growth Fund Class 1
|
|
|
|
|
|
Catalyst Funds Management Pty Ltd
|
|
|
|
|
|
Fairtree Asset Management (Pty) Ltd
|
|
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|
|
|
Tiemann Investment Advisors, Llc
|
|
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|
|
|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
|
|
|
|
Sonora Investment Management Group, LLC
|
|
|
|
|
|
CYPIX - Profunds - Consumer Services Ultrasector Profund Investor Class
|
|
|
|
|
|
Transcend Wealth Collective, Llc
|
|
|
|
|
|
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
|
|
|
|
|
AIA Group Ltd
|
|
|
|
|
|
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
Fortis Capital Management LLC
|
|
|
|
|
|
Heritage Wealth Management, Inc.
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic Wellington Research Managed Risk Portfolio
|
|
|
|
|
|
JGRO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Growth ETF
|
|
|
|
|
|
PCLCX - PACE SELECT ADVISORS TRUST - PACE Large Co Growth Equity Investments Class P
|
|
|
|
|
|
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
Perbak Capital Partners LLP
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
|
|
|
|
|
Hickory Point Bank & Trust
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
|
|
|
DT Investment Partners, LLC
|
|
|
|
|
|
CGCV - Capital Group Conservative Equity ETF - Capital Group Conservative Equity ETF Share Class
|
|
|
|
|
|
Central Bank & Trust Co
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
Apella Capital, LLC
|
|
|
|
|
|
CWA Asset Management Group, LLC
|
|
|
|
|
|
Hourglass Capital, Llc
|
|
|
|
|
|
Dupree Financial Group, LLC
|
|
|
|
|
|
Mather Group, Llc.
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
PYVLX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Equity Income Fund (Investor Class)
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
KCVIX - Advisors' Inner Circle Fund III - Knights of Columbus Large Cap Value Fund I Shares
|
|
|
|
|
|
Third Avenue Management Llc
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF
|
|
|
|
|
|
Aviva Plc
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
FMFMX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Equity Growth Fund
|
|
|
|
|
|
Systematic Financial Management Lp
|
|
|
|
|
|
Skandinaviska Enskilda Banken AB (publ)
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
Delphi Management Inc /ma/
|
|
|
|
|
|
AUXAX - FORUM FUNDS - Auxier Focus Fund A Shares
|
|
|
|
|
|
Mn Services Vermogensbeheer B.V.
|
|
|
|
|
|
Trust Co Of Toledo Na /oh/
|
|
|
|
|
|
BFSIX - VALUED ADVISERS TRUST - BFS Equity Fund Institutional Class
|
|
|
|
|
|
ECML - EA Series Trust - Euclidean Fundamental Value ETF
|
|
|
|
|
|
BEGIX - Sterling Capital Funds - Sterling Capital Equity Income Fund Institutional Class
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio
|
|
|
|
|
|
B. Metzler seel. Sohn & Co. AG
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
Dorsey & Whitney Trust CO LLC
|
|
|
|
|
|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
Webster Bank, N. A.
|
|
|
|
|
|
Boston Private Wealth Llc
|
|
|
|
|
|
Rehmann Capital Advisory Group
|
|
|
|
|
|
Tredje AP-fonden
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Fundamental Growth Fund Class II
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
|
|
|
|
Encompass More Asset Management
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
|
|
|
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
HAP Trading, LLC
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
Robinson Value Management, Ltd.
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
New Millennium Group LLC
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
Carret Asset Management, Llc
|
|
|
|
|
|
Fulton Bank, N.a.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
|
|
|
|
Capstone Investment Advisors, Llc
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
Machina Capital S.a.s.
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
|
|
|
|
|
Clough Global Dividend & Income Fund
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio
|
|
|
|
|
|
APITX - AMERICAN PENSION INVESTORS TRUST - Yorktown Growth Fund Class L Shares
|
|
|
|
|
|
Axq Capital, Lp
|
|
|
|
|
|
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
|
|
|
|
|
|
Calamos Advisors LLC
|
|
|
|
|
|
Blume Capital Management, Inc.
|
|
|
|
|
|
PRVS - PARNASSUS INCOME FUNDS - Parnassus Value Select ETF
|
|
|
|
|
|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
|
|
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
|
|
|
|
|
CBIZ Investment Advisory Services, LLC
|
|
|
|
|
|
Inlet Private Wealth, LLC
|
|
|
|
|
|
Williams Jones Wealth Management, LLC.
|
|
|
|
|
|
Insigneo Advisory Services, Llc
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
YHB Investment Advisors, Inc.
|
|
|
|
|
|
Teza Capital Management LLC
|
|
|
|
|
|
Great West Life Assurance Co /can/
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
PARMX - PARNASSUS FUNDS - Parnassus Mid Cap Fund Investor Shares
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Balanced Allocation VIP Fund
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A
|
|
|
|
|
|
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
|
|
|
|
|
Beaird Harris Wealth Management, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
|
|
|
|
|
|
Shelton Capital Management
|
|
|
|
|
|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
|
|
|
|
|
Financial Network Wealth Management LLC
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
New Mexico Educational Retirement Board
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
LEAD - Siren ETF Trust - Siren DIVCON Leaders Dividend ETF
|
|
|
|
|
|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
BFOR - ALPS ETF Trust - Barron's 400 ETF
|
|
|
|
|
|
Ritholtz Wealth Management
|
|
|
|
|
|
FDSVX - FIDELITY HASTINGS STREET TRUST - Fidelity Growth Discovery Fund
|
|
|
|
|
|
Clough Capital Partners L P
|
|
|
|
|
|
Brevan Howard Capital Management LP
|
|
|
|
|
|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
Sompo Japan Nipponkoa Asset Management Co.,ltd.
|
|
|
|
|
|
FEGKX - FIDELITY MT VERNON STREET TRUST - Fidelity Equity Growth K6 Fund
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
OneAscent Family Office, LLC
|
|
|
|
|
|
VCDAX - VANGUARD WORLD FUND - Vanguard Consumer Discretionary Index Fund Admiral Shares
|
|
|
|
|
|
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
|
|
|
|
|
|
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF
|
|
|
|
|
|
FSBDX - FIDELITY SECURITIES FUND - Fidelity Series Blue Chip Growth Fund
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
USS Investment Management Ltd
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1
|
|
|
|
|
|
Rexford Capital Inc
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
Rovida Advisors Inc.
|
|
|
|
|
|
JAVA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF
|
|
|
|
|
|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
|
|
|
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares
|
|
|
|
|
|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
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|
|
VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares
|
|
|
|
|
|
Mbb Public Markets I Llc
|
|
|
|
|
|
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
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|
Retirement Guys Formula Llc
|
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|
|
|
IFM Investors Pty Ltd
|
|
|
|
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|
Denali Advisors Llc
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1
|
|
|
|
|
|
K2 Principal Fund, L.p.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
|
|
|
|
Handelsbanken Fonder AB
|
|
|
|
|
|
Limestone Investment Advisors LP
|
|
|
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|
Oppenheimer & Co Inc
|
|
|
|
|
|
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF
|
|
|
|
|
|
Hilltop Holdings Inc.
|
|
|
|
|
|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Core Fund Investor A
|
|
|
|
|
|
Peapack Gladstone Financial Corp
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
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|
|
Adage Capital Partners Gp, L.l.c.
|
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|
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|
Diker Management Llc
|
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|
|
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
|
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|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
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|
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|
|
FIL Ltd
|
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|
|
|
SMDHX - American Funds U.S. Small & Mid Cap Equity Fund - American Funds U.S. Small & Mid Cap Equity Fund Class T
|
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|
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|
Rialto Wealth Management, LLC
|
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|
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|
|
Colonial Trust Co / SC
|
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|
|
|
|
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Value Portfolio Class A
|
|
|
|
|
|
FIDEX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable U.S. Equity Fund
|
|
|
|
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|
Manhattan West Asset Management, LLC
|
|
|
|
|
|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
|
|
|
|
Prosperity Wealth Management, Inc.
|
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|
Oppenheimer Asset Management Inc.
|
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|
ISAM Funds (UK) Ltd
|
|
|
|
|
|
TIGRX - TIAA-CREF FUNDS - TIAA-CREF Growth & Income Fund Institutional Class
|
|
|
|
|
|
Land & Buildings Investment Management, LLC
|
|
|
|
|
|
Kentucky Retirement Systems
|
|
|
|
|
|
Rossby Financial, LCC
|
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|
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|
|
Quantbot Technologies LP
|
|
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|
|
AMID - EA Series Trust - Argent Mid Cap ETF
|
|
|
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|
|
JNL SERIES TRUST - JNL/Mellon Consumer Discretionary Sector Fund (A)
|
|
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|
Koshinski Asset Management, Inc.
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
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|
|
Advisory Alpha, LLC
|
|
|
|
|
|
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
|
|
|
|
|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
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|
BREFX - BARON SELECT FUNDS - Baron Real Estate Fund
|
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|
Granite Harbor Advisors, Inc.
|
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|
CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF
|
|
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|
BCAMX - PROFESSIONALLY MANAGED PORTFOLIOS - Boston Common ESG Impact U.S. Equity Fund Boston Common ESG Impact U.S. Equity
|
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|
|
EntryPoint Capital, LLC
|
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|
|
Td Asset Management Inc
|
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|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
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|
Hartland & Co., LLC
|
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|
Fifth Third Bancorp
|
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|
DnB Asset Management AS
|
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|
Signaturefd, Llc
|
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|
Future Fund LLC
|
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|
Us Bancorp \de\
|
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|
SILVER OAK SECURITIES, Inc
|
|
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|
|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
|
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|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
|
|
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|
|
Rational Advisors Llc
|
|
|
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|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional
|
|
|
|
|
|
Peterson Wealth Services
|
|
|
|
|
|
FSHOX - FIDELITY SELECT PORTFOLIOS - Construction and Housing Portfolio
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
CFMSX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Select Fund
|
|
|
|
|
|
JRE - Janus Detroit Street Trust - Janus Henderson U.S. Real Estate ETF
|
|
|
|
|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
|
|
|
Ostrum Asset Management
|
|
|
|
|
|
Waverton Investment Management Ltd
|
|
|
|
|
|
Byrne Asset Management LLC
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
Mariner Investment Group Llc
|
|
|
|
|
|
CAPE - DoubleLine ETF Trust - DoubleLine Shiller CAPE U.S. Equities ETF
|
|
|
|
|
|
Bayview Asset Management, Llc
|
|
|
|
|
|
Northwest Capital Management Inc
|
|
|
|
|
|
Metis Global Partners, LLC
|
|
|
|
|
|
VEGN - ETF Series Solutions - US Vegan Climate ETF
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
|
PACIFIC SELECT FUND - Large-Cap Growth Portfolio Class I
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
Sona Asset Management (us) Llc
|
|
|
|
|
|
Optas, LLC
|
|
|
|
|
|
Hanson & Doremus Investment Management
|
|
|
|
|
|
Cynosure Management, Llc
|
|
|
|
|
|
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares
|
|
|
|
|
|
Sawgrass Asset Management Llc
|
|
|
|
|
|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
|
|
Texas Capital Funds Trust - Texas Capital Texas Equity Index ETF
|
|
|
|
|
|
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
Sierra Ocean, Llc
|
|
|
|
|
|
Magnetar Financial LLC
|
|
|
|
|
|
Dai-Ichi Life Insurance Company, Ltd
|
|
|
|
|
|
CoreFirst Bank & Trust
|
|
|
|
|
|
Hartford Investment Management Co
|
|
|
|
|
|
Gilder Gagnon Howe & Co Llc
|
|
|
|
|
|
Change Path, LLC
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
HNMDX - HEARTLAND GROUP INC - HEARTLAND MID CAP VALUE FUND Institutional Class
|
|
|
|
|
|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
Marshall Wace, Llp
|
|
|
|
|
|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
FMCSX - FIDELITY CONCORD STREET TRUST - Fidelity Mid-Cap Stock Fund
|
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF
|
|
|
|
|
|
Harber Asset Management Llc
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF
|
|
|
|
|
|
QGRW - WisdomTree Trust - WisdomTree U.S. Quality Growth Fund N/A
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
Ariel Investments, Llc
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
Wealthspire Advisors, LLC
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
Rafferty Asset Management, LLC
|
|
|
|
|
|
State of Wyoming
|
|
|
|
|
|
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I
|
|
|
|
|
|
IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF
|
|
|
|
|
|
Fluent Financial, LLC
|
|
|
|
|
|
FSC Wealth Advisors, LLC
|
|
|
|
|
|
Wolf Group Capital Advisors
|
|
|
|
|
|
LST - Managed Portfolio Series - Leuthold Select Industries ETF
|
|
|
|
|
|
PCGRX - Victory Portfolios IV - Victory Pioneer Mid Cap Value Fund Class A
|
|
|
|
|
|
Gabelli Funds Llc
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
Ramirez Asset Management, Inc.
|
|
|
|
|
|
OneAscent Financial Services LLC
|
|
|
|
|
|
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
|
|
|
|
|
Virtu Financial LLC
|
|
|
|
|
|
FLKSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock K6 Fund
|
|
|
|
|
|
CBOE Vest Financial, LLC
|
|
|
|
|
|
DEUTSCHE DWS VARIABLE SERIES II - DWS CROCI U.S. VIP Class A
|
|
|
|
|
|
Winton Capital Group Ltd
|
|
|
|
|
|
Hennessy Advisors Inc
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
CAPROCK Group, Inc.
|
|
|
|
|
|
Engineers Gate Manager LP
|
|
|
|
|
|
Sapient Capital Llc
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND III - Dynamic Capital Appreciation Portfolio Initial Class
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Mutual Shares Vip Fund Class 1
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
Northwest & Ethical Investments L.P.
|
|
|
|
|
|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
GHP Investment Advisors, Inc.
|
|
|
|
|
|
Thrive Capital Management, LLC
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
|
|
|
FDCAX - FIDELITY CAPITAL TRUST - Fidelity Capital Appreciation Fund
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Sustainable Future Fund Class IA Shares
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
Sumitomo Life Insurance Co
|
|
|
|
|
|
Nordea Investment Management Ab
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
LGILX - LAUDUS TRUST - Laudus U.S. Large Cap Growth Fund
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
|
|
|
|
|
|
Hudson Bay Capital Management LP
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
SOAAX - Spirit Of America Investment Fund Inc - Spirit Of America Real Estate Income And Growth Fund Class A
|
|
|
|
|
|
DoubleLine ETF Adviser LP
|
|
|
|
|
|
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
|
|
|
|
|
Maven Securities LTD
|
|
|
|
|
|
BIGTX - Monteagle Funds - The Texas Fund Class I
|
|
|
|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo C&B Large Cap Value Portfolio C&B Large Cap Value Portfolio
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
Philadelphia Trust Co
|
|
|
|
|
|
Carmel Capital Partners, LLC
|
|
|
|
|
|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
|
|
|
|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
|
|
|
|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
|
|
|
|
|
EUSM - Strategy Shares - Eventide US Market ETF
|
|
|
|
|
|
Flagship Wealth Advisors, Llc
|
|
|
|
|
|
MAGA - ETF Series Solutions - Point Bridge GOP Stock Tracker ETF
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares
|
|
|
|
|
|
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
|
|
|
|
|
Los Angeles Capital Management Llc
|
|
|
|
|
|
Murphy & Mullick Capital Management Corp
|
|
|
|
|
|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
|
Park Square Financial Group, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Special Opportunities Fund Standard Class
|
|
|
|
|
|
Moss Adams Wealth Advisors LLC
|
|
|
|
|
|
QUAL - iSHARES TRUST - iShares Edge MSCI USA Quality Factor ETF
|
|
|
|
|
|
FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
LSVVX - ADVISORS' INNER CIRCLE FUND - LSV CONSERVATIVE VALUE EQUITY FUND Institutional Class Shares
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2
|
|
|
|
|
|
OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund
|
|
|
|
|
|
Penserra Capital Management LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A
|
|
|
|
|
|
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
|
|
|
|
|
Quent Capital, LLC
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Equity Income Account Class 1
|
|
|
|
|
|
AlphaCore Capital LLC
|
|
|
|
|
|
IYC - iSHARES TRUST - iShares U.S. Consumer Services ETF
|
|
|
|
|
|
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
|
|
|
|
|
|
Capital World Investors
|
|
|
|
|
|
1248 Management, LLC
|
|
|
|
|
|
NEQIX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman U.S. Equity Impact Fund Institutional Class
|
|
|
|
|
|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
|
|
|
|
Valued Wealth Advisors LLC
|
|
|
|
|
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
|
|
|
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
|
|
|
|
|
|
MBOVX - M FUND INC - M Large Cap Value Fund
|
|
|
|
|
|
Colonial Trust Advisors
|
|
|
|
|
|
STXD - EA Series Trust - Strive 1000 Dividend Growth ETF
|
|
|
|
|
|
Ingalls & Snyder Llc
|
|
|
|
|
|
Legacy Bridge, LLC
|
|
|
|
|
|
FSWCX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Value Index Fund
|
|
|
|
|
|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
|
|
|
|
Shell Asset Management Co
|
|
|
|
|
|
Sound View Wealth Advisors Group, LLC
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
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|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
AIVSX - INVESTMENT CO OF AMERICA - INVESTMENT CO OF AMERICA Class A
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
|
|
|
|
|
Sheaff Brock Investment Advisors, LLC
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
|
|
|
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|
Brighthouse Funds Trust I - Wells Capital Management Mid Cap Value Portfolio Class A
|
|
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|
Caisse De Depot Et Placement Du Quebec
|
|
|
|
|
|
Allen Investment Management LLC
|
|
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|
Perritt Capital Management Inc
|
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|
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|
New York Life Investment Management Llc
|
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|
Leuthold Group, Llc
|
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|
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|
Skopos Labs, Inc.
|
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|
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|
Prudential Plc
|
|
|
|
|
|
Grantham, Mayo, Van Otterloo & Co. LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
|
|
|
Clarius Group, LLC
|
|
|
|
|
|
Valley National Advisers Inc
|
|
|
|
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|
JNBA Financial Advisors
|
|
|
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|
Brown, Lisle/cummings, Inc.
|
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|
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|
Dana Investment Advisors, Inc.
|
|
|
|
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|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
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|
|
Johnson Financial Group, Inc.
|
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|
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|
ArrowMark Colorado Holdings LLC
|
|
|
|
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|
Trifecta Capital Advisors, LLC
|
|
|
|
|
|
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A
|
|
|
|
|
|
Lecap Asset Management Ltd
|
|
|
|
|
|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Franklin Templeton Global Equity Managed Volatility Fund Standard Class
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
Korea Investment CORP
|
|
|
|
|
|
USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco ESG S&P 500 Equal Weight ETF
|
|
|
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I
|
|
|
|
|
|
FIUSX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Opportunity Fund Class A
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Mid Cap Core Equity Fund Series I
|
|
|
|
|
|
Aegon Asset Management Uk Plc
|
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|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
Spirit Of America Management Corp/ny
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
|
|
Trust Co of Kansas
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF
|
|
|
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|
Sanibel Captiva Trust Company, Inc.
|
|
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|
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|
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares
|
|
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|
Investment Management Corp of Ontario
|
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|
Smithbridge Asset Management Inc/de
|
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|
Keebeck Wealth Management, LLC
|
|
|
|
|
|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
Pacer Advisors, Inc.
|
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|
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|
BlackRock ESG Capital Allocation Trust
|
|
|
|
|
|
Trexquant Investment LP
|
|
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|
|
|
Jacobs Levy Equity Management, Inc
|
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|
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class
|
|
|
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|
Somerset Trust Co
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
OneAscent Investment Solutions LLC
|
|
|
|
|
|
USRAX - Horizon Funds - Horizon Defensive Multi-Factor Fund Investor Class
|
|
|
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|
Dark Forest Capital Management Lp
|
|
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|
Montecito Bank & Trust
|
|
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|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
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|
|
Utah Retirement Systems
|
|
|
|
|
|
Congress Wealth Management LLC / DE /
|
|
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|
|
|
MDCP - Victory Portfolios II - VictoryShares THB Mid Cap ESG ETF
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
AMG National Trust Bank
|
|
|
|
|
|
Gen-Wealth Partners Inc
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Global Growth and Income Fund Class 1
|
|
|
|
|
|
PNRAX - PUTNAM INVESTMENT FUNDS - Putnam Research Fund Class A Shares
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
|
|
|
|
|
Fulcrum Asset Management LLP
|
|
|
|
|
|
Westerkirk Capital Inc.
|
|
|
|
|
|
FBCGX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth K6 Fund
|
|
|
|
|
|
NMMGX - Northern Funds - Multi-manager Global Real Estate Fund
|
|
|
|
|
|
Humankind Benefit Corp - Humankind US Stock ETF
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio
|
|
|
|
|
|
Windward Capital Management Co /ca
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
Baker Avenue Asset Management, LP
|
|
|
|
|
|
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
|
|
|
|
|
|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
|
|
|
|
|
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
Belpointe Asset Management LLC
|
|
|
|
|
|
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
Mesirow Financial Investment Management, Inc.
|
|
|
|
|
|
Tobam
|
|
|
|
|
|
MVEIX - Monteagle Funds - Monteagle Select Value Fund Institutional Class
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
Garde Capital, Inc.
|
|
|
|
|
|
Meeder Asset Management Inc
|
|
|
|
|
|
ACVF - ETF Opportunities Trust - American Conservative Values ETF
|
|
|
|
|
|
FLPSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock Fund
|
|
|
|
|
|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
|
|
|
|
AVLVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value Fund Institutional Class
|
|
|
|
|
|
Wedmont Private Capital
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
Numerai GP LLC
|
|
|
|
|
|
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III
|
|
|
|
|
|
Boyer & Corporon Wealth Management, LLC
|
|
|
|
|
|
Beverly Hills Private Wealth, LLC
|
|
|
|
|
|
Quotient Wealth Partners, LLC
|
|
|
|
|
|
Public Sector Pension Investment Board
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
STNC - HENNESSY FUNDS TRUST - Hennessy Stance ESG Large Cap ETF
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Main Street Fund Series II
|
|
|
|
|
|
FBGRX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth Fund
|
|
|
|
|
|
APG Asset Management N.V.
|
|
|
|
|
|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
NorthRock Partners, LLC
|
|
|
|
|
|
Caas Capital Management Lp
|
|
|
|
|
|
Adirondack Trust Co
|
|
|
|
|
|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
|
|
|
BLES - Northern Lights Fund Trust IV - Inspire Global Hope ETF
|
|
|
|
|
|
Eastern Bank
|
|
|
|
|
|
JERAX - JANUS INVESTMENT FUND - Janus Henderson Global Real Estate Fund Class A
|
|
|
|
|
|
111 Capital
|
|
|
|
|
|
Franchise Capital Ltd
|
|
|
|
|
|
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A
|
|
|
|
|
|
Capital Investment Counsel, LLC
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
Gamco Investors, Inc. Et Al
|
|
|
|
|
|
Silvercrest Asset Management Group Llc
|
|
|
|
|
|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
|
|
|
|
Westside Investment Management, Inc.
|
|
|
|
|
|
VFLO - Victory Portfolios II - VictoryShares Free Cash Flow ETF
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
Investment House Llc
|
|
|
|
|
|
SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF
|
|
|
|
|
|
NSCR - Nushares ETF Trust - Nuveen Sustainable Core ETF
|
|
|
|
|
|
NOSIX - Northern Funds - Northern Stock Index Fund
|
|
|
|
|
|
Canada Pension Plan Investment Board
|
|
|
|
|
|
Knightsbridge Asset Management, Llc
|
|
|
|
|
|
ASR Vermogensbeheer N.V.
|
|
|
|
|
|
IVE - iSHARES TRUST - iShares S&P 500 Value ETF
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A
|
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares
|
|
|
|
|
|
Azzad Asset Management Inc /adv
|
|
|
|
|
|
Beese Fulmer Investment Management, Inc.
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
JT Stratford LLC
|
|
|
|
|
|
PFS Partners, LLC
|
|
|
|
|
|
Telos Capital Management, Inc.
|
|
|
|
|
|
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund
|
|
|
|
|
|
Graypoint LLC
|
|
|
|
|
|
Eventide Asset Management, Llc
|
|
|
|
|
|
Nordwand Advisors, LLC
|
|
|
|
|
|
Vontobel Holding Ltd.
|
|
|
|
|
|
AFOCX - ARCHER INVESTMENT SERIES TRUST - Archer Focus Fund
|
|
|
|
|
|
Stoneridge Investment Partners Llc
|
|
|
|
|
|
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1
|
|
|
|
|
|
VSTIX - VALIC Co I - Stock Index Fund
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 Pure Value Fund Variable Annuity
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
MidWestOne Financial Group, Inc.
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
FSST - FIDELITY COVINGTON TRUST - Fidelity Sustainability U.S. Equity ETF
|
|
|
|
|
|
Avanza Fonder AB
|
|
|
|
|
|
Anderson Hoagland & Co
|
|
|
|
|
|
LPRE - Exchange Listed Funds Trust - Long Pond Real Estate Select ETF
|
|
|
|
|
|
Beta Wealth Group, Inc.
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
FDMLX - FIDELITY PURITAN TRUST - Fidelity Series Intrinsic Opportunities Fund
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
Clough Global Equity Fund
|
|
|
|
|
|
ETLNX - MUTUAL FUND SERIES TRUST - Eventide Large Cap Focus Fund Class N
|
|
|
|
|
|
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Main Street Fund Class C
|
|
|
|
|
|
Pensionfund Sabic
|
|
|
|
|
|
Obermeyer Wood Investment Counsel, Lllp
|
|
|
|
|
|
Voss Capital, LLC
|
|
|
|
|
|
DHJJ Financial Advisors, Ltd.
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
Profunds - Profund Vp Consumer Services
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
|
|
|
Assenagon Asset Management S.A.
|
|
|
|
|
|
Patton Fund Management, Inc.
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Global Responsibility Equity Fund Class A
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
Resona Asset Management Co.,Ltd.
|
|
|
|
|
|
CNREX - COMMONWEALTH INTERNATIONAL SERIES TRUST - Commonwealth Real Estate Securities Fund
|
|
|
|
|
|
MTM Investment Management, LLC
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
Mountain Lake Investment Management LLC
|
|
|
|
|
|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
|
|
|
|
|
Whalen Wealth Management Inc.
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
Clear Street Markets Llc
|
|
|
|
|
|
Old National Bancorp /in/
|
|
|
|
|
|
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A
|
|
|
|
|
|
Voleon Capital Management Lp
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
West Oak Capital, LLC
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
|
|
|
|
|
Nemes Rush Group LLC
|
|
|
|
|
|
Flaharty Asset Management, LLC
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
United Capital Management of KS, Inc.
|
|
|
|
|
|
STXV - EA Series Trust - Strive 1000 Value ETF
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
|
|
|
|
|
|
Bahl & Gaynor Inc
|
|
|
|
|
|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
WWIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Company Value Fund Administrator Class
|
|
|
|
|
|
GMOV - 2023 ETF Series Trust II - GMO U.S. Value ETF
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
AAUTX - THRIVENT MUTUAL FUNDS - Thrivent Large Cap Value Fund Class A
|
|
|
|
|
|
Premier Path Wealth Partners, LLC
|
|
|
|
|
|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
|
|
|
|
JPL Wealth Management, LLC
|
|
|
|
|
|
Profunds - Profund Vp Bull
|
|
|
|
|
|
Xponance, Inc.
|
|
|
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|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund
|
|
|
|
|
|
Atwood & Palmer Inc
|
|
|
|
|
|
Ninety One UK Ltd
|
|
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|
MASTERINVEST Kapitalanlage GmbH
|
|
|
|
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|
EverSource Wealth Advisors, LLC
|
|
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|
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|
State Street Corp
|
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|
IMS Capital Management
|
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|
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|
AustralianSuper Pty Ltd
|
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|
Meeder Advisory Services, Inc.
|
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|
Sachetta, LLC
|
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|
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|
Alliancebernstein L.p.
|
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|
Cornerstone Planning Group LLC
|
|
|
|
|
|
AMRMX - AMERICAN MUTUAL FUND - AMERICAN MUTUAL FUND Class A
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
|
|
|
|
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
|
|
|
|
|
USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF
|
|
|
|
|
|
Aprio Wealth Management, LLC
|
|
|
|
|
|
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
|
|
|
|
|
Cornerstone Total Return Fund Inc
|
|
|
|
|
|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
|
|
|
|
PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF
|
|
|
|
|
|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
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|
FNKFX - FIDELITY CONCORD STREET TRUST - Fidelity Mid-Cap Stock K6 Fund
|
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|
|
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|
First Horizon Advisors, Inc.
|
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|
Norman Fields, Gottscho Capital Management, LLC
|
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|
Parkworth Wealth Management, Inc.
|
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|
|
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|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
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|
|
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|
Perkins Coie Trust Co
|
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|
|
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|
Amalgamated Bank
|
|
|
|
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|
Sunbelt Securities, Inc.
|
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|
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|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
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|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
Cary Street Partners Financial Llc
|
|
|
|
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|
Bbr Partners, Llc
|
|
|
|
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|
USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund
|
|
|
|
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|
OHIO NATIONAL FUND INC - ON Janus Henderson Forty Portfolio
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
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|
Knights of Columbus Asset Advisors LLC
|
|
|
|
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|
Fairway Wealth LLC
|
|
|
|
|
|
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
|
|
|
|
|
|
FLVCX - FIDELITY SECURITIES FUND - Fidelity Leveraged Company Stock Fund
|
|
|
|
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|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
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|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
|
|
|
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|
AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF
|
|
|
|
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|
F&V Capital Management, LLC
|
|
|
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|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
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|
Family Management Corp
|
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|
Scopus Asset Management, L.p.
|
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Wiley Bros.-aintree Capital, Llc
|
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|
Berkshire Hathaway Inc
|
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|
TCM Advisors, LLC
|
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|
Callahan Advisors, LLC
|
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|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
PICTET BANK & TRUST Ltd
|
|
|
|
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|
JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A)
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
Busey Wealth Management
|
|
|
|
|
|
Swedbank AB
|
|
|
|
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|
Hm Payson & Co
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Mutual Global Discovery Vip Fund Class 1
|
|
|
|
|
|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
|
|
|
|
JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF
|
|
|
|
|
|
Point72 (DIFC) Ltd
|
|
|
|
|
|
Credit Agricole S A
|
|
|
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|
|
Trust Asset Management LLC
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
TFR Capital, LLC.
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares
|
|
|
|
|
|
Group One Trading, L.p.
|
|
|
|
|
|
SPVM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Value with Momentum ETF
|
|
|
|
|
|
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
V-Square Quantitative Management LLC
|
|
|
|
|
|
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
National Asset Management, Inc.
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
LGT Fund Management Co Ltd.
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
Dauntless Investment Group, LLC
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
S&t Bank/pa
|
|
|
|
|
|
Oakworth Capital, Inc.
|
|
|
|
|
|
Jacobi Capital Management LLC
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
Watchman Group, Inc.
|
|
|
|
|
|
FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
Picton Mahoney Asset Management
|
|
|
|
|
|
Catalytic Wealth RIA, LLC
|
|
|
|
|
|
Osborne Partners Capital Management, Llc
|
|
|
|
|
|
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
|
|
|
|
|
|
Provident Investment Management, Inc.
|
|
|
|
|
|
Fulcrum Capital LLC
|
|
|
|
|
|
FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund
|
|
|
|
|
|
ICONIQ Capital, LLC
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
NorthCrest Asset Manangement, LLC
|
|
|
|
|
|
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
|
|
|
|
|
Van Hulzen Asset Management, LLC
|
|
|
|
|
|
CWGIX - CAPITAL WORLD GROWTH & INCOME FUND - CAPITAL WORLD GROWTH & INCOME FUND Class A
|
|
|
|
|
|
PineBridge Investments, L.P.
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Sustainable Leaders Fund Class IA Shares
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
Buckingham Strategic Partners
|
|
|
|
|
|
Bradley Foster & Sargent Inc/ct
|
|
|
|
|
|
Wahed Invest LLC
|
|
|
|
|
|
Integrated Advisors Network LLC
|
|
|
|
|
|
Pictet & Cie (Europe) SA
|
|
|
|
|
|
National Pension Service
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
|
|
|
|
|
Agf Management Ltd
|
|
|
|
|
|
SWAN Capital LLC
|
|
|
|
|
|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
|
|
|
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class
|
|
|
|
|
|
Thompson Investment Management, Inc.
|
|
|
|
|
|
Bfsg, Llc
|
|
|
|
|
|
Pitcairn Co
|
|
|
|
|
|
Robeco Institutional Asset Management B.V.
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
Strategic Investment Solutions, Inc. /IL
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
Heritage Trust Co
|
|
|
|
|
|
WAMFX - BOSTON TRUST WALDEN FUNDS - Walden Midcap Fund
|
|
|
|
|
|
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
|
|
|
|
|
EPGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Growth Fund Class A
|
|
|
|
|
|
Alta Advisers Ltd
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
Scarborough Advisors, LLC
|
|
|
|
|
|
Empirical Finance, LLC
|
|
|
|
|
|
Worldquant Millennium Advisors Llc
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF
|
|
|
|
|
|
ITB - iSHARES TRUST - iShares U.S. Home Construction ETF
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
Aigen Investment Management, Lp
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
Mitchell Sinkler & Starr/pa
|
|
|
|
|
|
Mutual Of America Capital Management Llc
|
|
|
|
|
|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A
|
|
|
|
|
|
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
Quarry LP
|
|
|
|
|
|
Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A
|
|
|
|
|
|
PISYX - Victory Portfolios IV - Victory Pioneer Intrinsic Value Fund Class Y
|
|
|
|
|
|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
USCGX - USAA MUTUAL FUNDS TRUST - Capital Growth Fund
|
|
|
|
|
|
PMVAX - PUTNAM INVESTMENT FUNDS - Putnam Sustainable Future Fund Class A Shares
|
|
|
|
|
|
William B. Walkup & Associates, Inc.
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
SPVU - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Enhanced Value ETF
|
|
|
|
|
|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
Navigoe, LLC
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
Atlas Capital Advisors Llc
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
Arlington Trust Co LLC
|
|
|
|
|
|
Fieldview Capital Management, LLC
|
|
|
|
|
|
Victory Variable Insurance Funds II - Victory Pioneer Mid Cap Value VCT Portfolio Class I
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3
|
|
|
|
|
|
TDFAX - TRANSAMERICA FUNDS - Transamerica Dividend Focused A
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Mid Cap Relative Value VIP Fund
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
Mitchell Capital Management Co
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
BKD Wealth Advisors, LLC
|
|
|
|
|
|
RSPD - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Consumer Discretionary ETF
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Rising Dividends Vip Fund Class 1
|
|
|
|
|
|
Spears Abacus Advisors LLC
|
|
|
|
|
|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
|
|
|
|
IMC-Chicago, LLC
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
Profunds - Profund Vp Ultrabull
|
|
|
|
|
|
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A
|
|
|
|
|
|
Optimum Investment Advisors
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
FGRAX - Franklin Strategic Series - Franklin Growth Opportunities Fund Class A
|
|
|
|
|
|
FTGS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Growth Strength ETF
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
Cary Street Partner Investment Advisory Llc
|
|
|
|
|
|
SRN Advisors, LLC
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
|
|
Journey Strategic Wealth Llc
|
|
|
|
|
|
Capital International Inc /ca/
|
|
|
|
|
|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
|
|
|
|
|
|
Baypointe Partners LLC
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
WP Advisors, LLC
|
|
|
|
|
|
Plancorp, LLC
|
|
|
|
|
|
Trust Co Of Oklahoma
|
|
|
|
|
|
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
Sagespring Wealth Partners, Llc
|
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
|
|
|
|
|
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF
|
|
|
|
|
|
River Wealth Advisors LLC
|
|
|
|
|
|
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
|
|
|
|
|
Avalon Trust Co
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
|
|
|
|
|
Empire Life Investments Inc.
|
|
|
|
|
|
Raiffeisen Bank International AG
|
|
|
|
|
|
MXLGX - GREAT-WEST FUNDS INC - Great-West Large Cap Growth Fund Investor Class
|
|
|
|
|
|
Freestone Capital Holdings, LLC
|
|
|
|
|
|
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF
|
|
|
|
|
|
CZMGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Institutional Class
|
|
|
|
|
|
TPLE - TIMOTHY PLAN - Timothy Plan US Large/Mid Cap Core Enhanced ETF
|
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|
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|
CVA Family Office, LLC
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|
Sivia Capital Partners, LLC
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|
ENDW - EA Series Trust - Cambria Endowment Style ETF
|
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|
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A
|
|
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|
Austin Wealth Management, LLC
|
|
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|
West Michigan Advisors, Llc
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|
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund
|
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|
FFND - NORTHERN LIGHTS FUND TRUST II - The Future Fund Active ETF
|
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|
Advisors Asset Management, Inc.
|
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|
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|
|
Verdence Capital Advisors LLC
|
|
|
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|
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
|
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|
Fairscale Capital, LLC
|
|
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|
AVMV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Value ETF
|
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|
Lester Murray Antman dba SimplyRich
|
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|
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|
Ellevest, Inc.
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SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
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|
iA Global Asset Management Inc.
|
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|
Candriam Luxembourg S.C.A.
|
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|
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|
Cerity Partners LLC
|
|
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|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
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|
|
Howard Capital Management Inc.
|
|
|
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|
|
Richards, Merrill & Peterson, Inc.
|
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|
Scotia Capital Inc.
|
|
|
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|
LVPIX - Profunds - Large-cap Value Profund Investor Class
|
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|
|
|
|
GPTUX - GPS Funds II - GuidePath(R) Tactical Allocation Fund Service Shares
|
|
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|
Kayne Anderson Rudnick Investment Management Llc
|
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STRV - EA Series Trust - Strive 500 ETF
|
|
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|
Simplex Trading, Llc
|
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Inspire Advisors, LLC
|
|
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Putnam ETF Trust - Putnam Sustainable Future ETF -
|
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MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
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|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
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|
|
FIFNX - FIDELITY CONCORD STREET TRUST - Fidelity Founders Fund
|
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|
AMF Pensionsforsakring AB
|
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|
Everence Capital Management Inc
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Parnassus Investments /ca
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FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund
|
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|
Jfs Wealth Advisors, Llc
|
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|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
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|
State of Tennessee, Treasury Department
|
|
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|
Retirement Wealth Solutions LLC
|
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GIMFX - GMO TRUST - GMO Implementation Fund
|
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|
TESIX - Franklin Mutual Series Funds - Franklin Mutual Shares Fund Class A
|
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|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
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|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
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|
SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
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|
Great Lakes Advisors, Llc
|
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|
Syon Capital Llc
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|
NewEdge Wealth, LLC
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Diversify Advisory Services, LLC
|
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|
Highline Wealth Partners Llc
|
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|
Sandy Spring Bank
|
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Twin Capital Management Inc
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|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
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|
NAIL - Direxion Shares ETF Trust - Direxion Daily Homebuilders & Supplies Bull 3X Shares
|
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|
Shellback Capital, LP
|
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|
GAMMA Investing LLC
|
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TRANSAMERICA SERIES TRUST - Transamerica Barrow Hanley Dividend Focused VP Initial
|
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|
Clough Global Opportunities Fund
|
|
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|
Dimension Capital Management Llc
|
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|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
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|
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Main Street All Cap Fund Class R6
|
|
|
|
|
|
SZNE - Pacer Funds Trust - Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF
|
|
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|
|
|
Plato Investment Management Ltd
|
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|
Prime Capital Investment Advisors, LLC
|
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|
City Holding Co
|
|
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|
Abn Amro Investment Solutions
|
|
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SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
|
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|
Institutional Investment Strategy Fund
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
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|
AFVLX - World Funds Trust - Applied Finance Select Fund Investor Class
|
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|
Nissay Asset Management Corp /japan/ /adv
|
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|
Natixis Advisors, L.p.
|
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|
Whipplewood Advisors, LLC
|
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|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
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|
|
Jump Financial, LLC
|
|
|
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|
|
Ubs Asset Management Americas Inc
|
|
|
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|
|
EQIN - Columbia ETF Trust I - Columbia Sustainable U.S. Equity Income ETF
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
Dfa Investment Trust Co - The U.s. Large Cap Value Series
|
|
|
|
|
|
Corient IA LLC
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
KCGIX - Advisors' Inner Circle Fund III - Knights of Columbus Large Cap Growth Fund I Shares
|
|
|
|
|
|
Banco Santander, S.A.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
|
|
|
|
|
LBWAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Diversified US Large Cap Value Fund Class A
|
|
|
|
|
|
Prevail Innovative Wealth Advisors, Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Mid Cap Value Portfolio Class IB
|
|
|
|
|
|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
|
|
|
|
|
TFB Advisors LLC
|
|
|
|
|
|
CLCEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Large Cap Growth Strategies Fund Institutional Class
|
|
|
|
|
|
Atlantic Edge Private Wealth Management, LLC
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
Humankind Investments LLC
|
|
|
|
|
|
PENN SERIES FUNDS INC - Index 500 Fund
|
|
|
|
|
|
Fca Corp /tx
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
Forsta Ap-fonden
|
|
|
|
|
|
Quest Partners LLC
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
CMNWX - PRINCIPAL FUNDS INC - Principal Capital Appreciation Fund (fka West Coast Equity Fund) Class A
|
|
|
|
|
|
Harvest Investment Services, LLC
|
|
|
|
|
|
YALL - Tidal ETF Trust - God Bless America ETF
|
|
|
|
|
|
TEXN - iSHARES TRUST - iShares Texas Equity ETF
|
|
|
|
|
|
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
Eastover Investment Advisors LLC
|
|
|
|
|
|
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
|
|
|
|
|
Citizens Financial Group Inc/ri
|
|
|
|
|
|
PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares
|
|
|
|
|
|
First Manhattan Co
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
Daiwa Securities Group Inc.
|
|
|
|
|
|
NXTV - Simplify Exchange Traded Funds - Simplify Next Intangible Value Index ETF
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
CGBL - Capital Group Core Balanced ETF - Capital Group Core Balanced ETF Share Class
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/JPMorgan Growth Stock Portfolio Class IB
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
Entropy Technologies, LP
|
|
|
|
|
|
Penobscot Investment Management Company, Inc.
|
|
|
|
|
|
Forum Financial Management, LP
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
|
|
|
|
VSRDX - VALIC Co I - U.S. Socially Responsible Fund
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
SageView Advisory Group, LLC
|
|
|
|
|
|
Westpac Banking Corp
|
|
|
|
|
|
ASLV - ALLSPRING EXCHANGE-TRADED FUNDS TRUST - Allspring Special Large Value ETF
|
|
|
|
|
|
SMRI - EA Series Trust - Bushido Capital US Equity ETF
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
swisspartners Advisors Ltd
|
|
|
|
|
|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
|
|
|
|
|
Tritonpoint Wealth, Llc
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
RYZAX - RYDEX SERIES FUNDS - S&P 500 Pure Value Fund Class H
|
|
|
|
|
|
Aware Super Pty Ltd as trustee of Aware Super
|
|
|
|
|
|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
|
|
|
|
ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A
|
|
|
|
|
|
Asahi Life Asset Management Co., Ltd.
|
|
|
|
|
|
Gts Securities Llc
|
|
|
|
|
|
Viking Global Investors Lp
|
|
|
|
|
|
Pallas Capital Advisors LLC
|
|
|
|
|
|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
|
|
|
|
|
MFADX - Total Fund Solution - Cromwell Marketfield L/S Fund Investor Class
|
|
|
|
|
|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
|
|
|
|
Arrowstreet Capital, Limited Partnership
|
|
|
|
|
|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
|
|
|
|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
|
|
|
|
Chase Investment Counsel Corp
|
|
|
|
|
|
Andra AP-fonden
|
|
|
|
|
|
BloombergSen Inc.
|
|
|
|
|
|
Wisconsin Wealth Advisors, LLC
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
Capital Fund Management S.a.
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
|
|
|
|
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
|
|
|
|
|
|
Orrstown Financial Services Inc
|
|
|
|
|
|
Figure 8 Investment Strategies Llc
|
|
|
|
|
|
Caitlin John, LLC
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
Dogwood Wealth Management LLC
|
|
|
|
|
|
ETGLX - MUTUAL FUND SERIES TRUST - Eventide Gilead Fund Class N
|
|
|
|
|
|
Brighthouse Funds Trust I - Brighthouse/Wellington Large Cap Research Portfolio Class A
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
Palogic Value Management, L.P.
|
|
|
|
|
|
Banco BTG Pactual S.A.
|
|
|
|
|
|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
|
|
|
BI Asset Management Fondsmaeglerselskab A/S
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
MDPL - Northern Lights Fund Trust IV - Monarch Dividend Plus Index ETF
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
Copperwynd Financial, LLC
|
|
|
|
|
|
Talon Private Wealth, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
Ransom Advisory, Ltd
|
|
|
|
|
|
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
|
|
|
|
|
HDGE - AdvisorShares Trust - AdvisorShares Ranger Equity Bear ETF
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
|
|
|
|
|
Mader & Shannon Wealth Management, Inc.
|
|
|
|
|
|
First United Bank Trust/
|
|
|
|
|
|
WFMDX - WELLS FARGO FUNDS TRUST - Wells Fargo Special Mid Cap Value Fund Administrator Class
|
|
|
|
|
|
Stolper Co
|
|
|
|
|
|
Foundations Investment Advisors, LLC
|
|
|
|
|
|
Legacy Solutions, Llc
|
|
|
|
|
|
Harbor Capital Advisors, Inc.
|
|
|
|
|
|
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
|
|
|
|
|
FTA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Value AlphaDEX Fund
|
|
|
|
|
|
Proffitt & Goodson Inc
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1
|
|
|
|
|
|
Hennion & Walsh Asset Management, Inc.
|
|
|
|
|
|
Park Place Capital Corp
|
|
|
|
|
|
Erste Asset Management GmbH
|
|
|
|
|
|
HFLGX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Large Growth Fund Investor Class
|
|
|
|
|
|
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
|
|
|
|
|
Lansforsakringar Fondforvaltning AB (publ)
|
|
|
|
|
|
Lodestone Wealth Management LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
|
|
|
|
Personal Cfo Solutions, Llc
|
|
|
|
|
|
NEOS Investment Management LLC
|
|
|
|
|
|
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
|
|
|
|
|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
|
|
|
|
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
UCC - PROSHARES TRUST - ProShares Ultra Consumer Services
|
|
|
|
|
|
CCMG - EA Series Trust - CCM Global Equity ETF
|
|
|
|
|
|
MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF
|
|
|
|
|
|
Tolleson Wealth Management, Inc.
|
|
|
|
|
|
Jefferies Financial Group Inc.
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
Pinnacle Bancorp, Inc.
|
|
|
|
|
|
Strengthening Families & Communities, LLC
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
1776 Wealth LLC
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Large Cap Fundamental Growth VIP Fund
|
|
|
|
|
|
PayPay Securities Corp
|
|
|
|
|
|
Wolff Wiese Magana Llc
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A
|
|
|
|
|
|
Morse Asset Management, Inc
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Mid Cap Value Fund Class 3
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
Shay Capital LLC
|
|
|
|
|
|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
|
|
|
|
MetLife Investment Management, LLC
|
|
|
|
|
|
Intech Investment Management Llc
|
|
|
|
|
|
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
MEIFX - MERIDIAN FUND INC - MERIDIAN ENHANCED EQUITY FUND Legacy Class
|
|
|
|
|
|
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B
|
|
|
|
|
|
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
PTL - Northern Lights Fund Trust IV - Inspire 500 ETF
|
|
|
|
|
|
FCFY - FIRST TRUST EXCHANGE-TRADED FUND - First Trust S&P 500 Diversified Free Cash Flow ETF
|
|
|
|
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|
Regions Financial Corp
|
|
|
|
|
|
VMSGX - VALIC Co I - Mid Cap Strategic Growth Fund
|
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|
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|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
|
|
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|
NewSquare Capital LLC
|
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|
GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional
|
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|
|
|
VVJEX - Voya EQUITY TRUST - Voya VACS Series MCV Fund
|
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|
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|
Claris Financial LLC
|
|
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|
Strive Asset Management, LLC
|
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|
Principal Financial Group Inc
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|
Kovack Advisors, Inc.
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Bokf, Na
|
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Edgestream Partners, L.P.
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BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
|
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Lake Street Financial Llc
|
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Curio Wealth, Llc
|
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CSM - PROSHARES TRUST - ProShares Large Cap Core Plus
|
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|
Hsbc Holdings Plc
|
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|
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
|
|
|
|
|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
|
|
|
|
XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF
|
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|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
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Howard Capital Management Group, LLC
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Flagship Harbor Advisors, Llc
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FSA Wealth Management LLC
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GGEYX - GuideStone Funds - GROWTH EQUITY FUND Institutional
|
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|
SMSAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Multi-Strategy Alternative Fund Class F
|
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GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
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Annex Advisory Services, LLC
|
|
|
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|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
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HOMZ - ETF Series Solutions - Hoya Capital Housing ETF
|
|
|
|
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Tokio Marine Asset Management Co Ltd
|
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ETAMX - MUTUAL FUND SERIES TRUST - Eventide Multi-Asset Income Fund Class A
|
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|
Steel Peak Wealth Management LLC
|
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Values First Advisors, Inc.
|
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SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
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|
New Age Alpha Funds Trust - NAA Allocation Fund Class C
|
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Voya Investment Management Llc
|
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MDDAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Diversified Value Fund Class A
|
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Creative Capital Management Investments LLC
|
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APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
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|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
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|
Cwm, Llc
|
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Coastline Trust Co
|
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NWFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Fund Class A
|
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RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
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|
Hantz Financial Services, Inc.
|
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|
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GCASX - Gabelli Equity Series Funds Inc - The Gabelli Small Cap Growth Fund Class A
|
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QVG2Q - VARIABLE INSURANCE PRODUCTS FUND - Growth Portfolio Investor Class
|
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|
Evercore Wealth Management, LLC
|
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Profunds - Profund Vp Large-cap Value
|
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Yousif Capital Management, Llc
|
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TAREX - THIRD AVENUE TRUST - THIRD AVENUE REAL ESTATE VALUE FUND Institutional Class
|
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|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
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VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
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Natixis
|
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Boston Research & Management Inc
|
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JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
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|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
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PRAXIS FUNDS - Praxis Impact Large Cap Value ETF
|
|
|
|
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|
Coston, McIsaac & Partners
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
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|
|
|
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A
|
|
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|
Mufg Securities Americas Inc.
|
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|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
|
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|
Quadrant Capital Group Llc
|
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|
Jnl Series Trust - Jnl/s&p 4 Fund (a)
|
|
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|
Legal Advantage Investments, Inc.
|
|
|
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|
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class
|
|
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|
Mowery & Schoenfeld Wealth Management, LLC
|
|
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|
Evermay Wealth Management Llc
|
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|
Alpine Bank Wealth Management
|
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|
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|
Argent Trust Co
|
|
|
|
|
|
DecisionPoint Financial, LLC
|
|
|
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|
|
CoreCap Advisors, LLC
|
|
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|
|
|
William Allan, Llc
|
|
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|
|
|
VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Mid Cap Value Portfolio Class A
|
|
|
|
|
|
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
BigSur Wealth Management LLC
|
|
|
|
|
|
Putnam ETF Trust - Putnam Sustainable Leaders ETF -
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
Ing Groep Nv
|
|
|
|
|
|
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I
|
|
|
|
|
|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
Tax-Managed Value Portfolio - Tax-Managed Value Portfolio
|
|
|
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class
|
|
|
|
|
|
EIVAX - WELLS FARGO FUNDS TRUST - Wells Fargo Classic Value Fund (fka Wells Fargo Intrinsic Value Fund) Class A
|
|
|
|
|
|
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
|
|
|
|
|
|
Legacy Investment Solutions, LLC
|
|
|
|
|
|
WealthTrak Capital Management LLC
|
|
|
|
|
|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
|
|
|
|
GILIX - New Age Alpha Funds Trust - NAA LARGE CORE FUND Institutional Class
|
|
|
|
|
|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
MCF Advisors LLC
|
|
|
|
|
|
SPUS - Tidal ETF Trust - SP Funds S&P 500 Sharia Industry Exclusions ETF
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV
|
|
|
|
|
|
Zevenbergen Capital Investments Llc
|
|
|
|
|
|
XLY - SELECT SECTOR SPDR TRUST - The Consumer Discretionary Select Sector SPDR Fund
|
|
|
|
|
|
Panagora Asset Management Inc
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
Illinois Municipal Retirement Fund
|
|
|
|
|
|
Mill Creek Capital Advisors, LLC
|
|
|
|
|
|
Two Sigma Advisers, Lp
|
|
|
|
|
|
FRDAX - Franklin Managed Trust - Franklin Rising Dividends Fund Advisor Class
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Large Cap Growth Fund Class Y
|
|
|
|
|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
Rakuten Investment Management, Inc.
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
BGDV - ETF Series Solutions - Bahl & Gaynor Dividend ETF
|
|
|
|
|
|
Sherbrooke Park Advisers Llc
|
|
|
|
|
|
FMDE - FIDELITY COVINGTON TRUST - Fidelity Enhanced Mid Cap ETF
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
Polianta Ltd
|
|
|
|
|
|
PVFYX - Victory Portfolios IV - Victory Pioneer Core Equity Fund Class Y
|
|
|
|
|
|
Chemistry Wealth Management LLC
|
|
|
|
|
|
Dynamic Advisor Solutions LLC
|
|
|
|
|
|
SkyOak Wealth, LLC
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
Conning Inc.
|
|
|
|
|
|
ABIG - EA Series Trust - Argent Large Cap ETF
|
|
|
|
|
|
MJT & Associates Financial Advisory Group, Inc.
|
|
|
|
|
|
Equitable Holdings, Inc.
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
WestEnd Advisors, LLC
|
|
|
|
|
|
Argentarii, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
|
|
|
|
|
AFPAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Income Fund Class A
|
|
|
|
|
|
JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
|
|
|
|
Ag2r La Mondiale Gestion D'actifs
|
|
|
|
|
|
First Financial Corp /in/
|
|
|
|
|
|
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
Covenant Partners, LLC
|
|
|
|
|
|
Linden Thomas Advisory Services, LLC
|
|
|
|
|
|
Meridian Wealth Management, LLC
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
|
|
|
|
|
Cape Investment Advisory, Inc.
|
|
|
|
|
|
Cornerstone Advisors, LLC
|
|
|
|
|
|
Lombard Odier Asset Management (USA) Corp
|
|
|
|
|
|
Elgethun Capital Management
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
|
|
|
|
Beacon Capital Management, LLC
|
|
|
|
|
|
ORG Wealth Partners, LLC
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
Total Investment Management Inc
|
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
Millstone Evans Group, LLC
|
|
|
|
|
|
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A
|
|
|
|
|
|
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
UniSuper Management Pty Ltd
|
|
|
|
|
|
Volterra Technologies LP
|
|
|
|
|
|
BlackRock Capital Allocation Trust
|
|
|
|
|
|
SMVLX - Smead Funds Trust - Smead Value Fund Investor Class Shares
|
|
|
|
|
|
Peoples Bank /oh
|
|
|
|
|
|
Salomon & Ludwin, LLC
|
|
|
|
|
|
SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF
|
|
|
|
|
|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
United Community Bank
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
PDS Planning, Inc
|
|
|
|
|
|
Blue Fin Capital, Inc.
|
|
|
|
|
|
Tectonic Advisors Llc
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF
|
|
|
|
|
|
Oak Thistle LLC
|
|
|
|
|
|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
|
|
|
|
W.H. Cornerstone Investments Inc.
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
Heritage Investors Management Corp
|
|
|
|
|
|
Park National Corp /oh/
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
|
|
|
|
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
FXD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Discretionary AlphaDEX Fund
|
|
|
|
|
|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
|
|
|
|
Ruggaard & Associates LLC
|
|
|
|
|
|
Mascoma Wealth Management LLC
|
|
|
|
|
|
UNIVEST FINANCIAL Corp
|
|
|
|
|
|
Rocky Mountain Advisers, Llc
|
|
|
|
|
|
FASEX - NUVEEN INVESTMENT FUNDS INC - Nuveen Mid Cap Value Fund Class A
|
|
|
|
|
|
UGOFX - USAA MUTUAL FUNDS TRUST - Global Managed Volatility Fund Institutional Shares
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
Evelyn Partners Asset Management Ltd
|
|
|
|
|
|
VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF
|
|
|
|
|
|
Ofi Invest Asset Management
|
|
|
|
|
|
Lsv Asset Management
|
|
|
|
|
|
Bamco Inc /ny/
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A)
|
|
|
|
|
|
Brave Warrior Advisors, LLC
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
Studio Investment Management Llc
|
|
|
|
|
|
OneAscent Wealth Management LLC
|
|
|
|
|
|
E&G Advisors, LP
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
Burgundy Asset Management Ltd.
|
|
|
|
|
|
Hrt Financial Lp
|
|
|
|
|
|
Fidelis Capital Partners, LLC
|
|
|
|
|
|
Spdr S&p 500 Etf Trust
|
|
|
|
|
|
Ccm Investment Group, Llc
|
|
|
|
|
|
FORA Capital, LLC
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
Transce3nd, LLC
|
|
|
|
|
|
CapWealth Advisors, LLC
|
|
|
|
|
|
Two Point Capital Management, Inc.
|
|
|
|
|
|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
Glenview Trust Co
|
|
|
|
|
|
American Alpha Advisors, LLC
|
|
|
|
|
|
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Multi Cap Opportunities Fund Class I
|
|
|
|
|
|
CNB Bank
|
|
|
|
|
|
Venturi Wealth Management, LLC
|
|
|
|
|
|
ETADX - MUTUAL FUND SERIES TRUST - Eventide Dividend Opportunities Fund Class A Shares
|
|
|
|
|
|
Stamos Capital Partners, L.p.
|
|
|
|
|
|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Mid Cap Value Fund Institutional
|
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PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
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DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
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NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
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U.S. Capital Wealth Advisors, LLC
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BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
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BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
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Cresset Asset Management, LLC
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SEEGX - JPMORGAN TRUST II - JPMorgan Large Cap Growth Fund Class I
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ILVFX - Columbia Funds Series Trust II - Columbia Integrated Large Cap Value Fund Institutional Class
|
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Mizuho Securities Usa Llc
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Bank of New York Mellon Corp
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Achmea Investment Management B.V.
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Bartlett & Co. Wealth Management Llc
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MNRMX - MANOR INVESTMENT FUNDS INC - Manor Fund
|
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FUKOKU MUTUAL LIFE INSURANCE Co
|
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Oxford Asset Management Llp
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CSMEX - CARILLON SERIES TRUST - Carillon Scout Mid Cap Fund Class A
|
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Crewe Advisors LLC
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Atlantic Union Bankshares Corp
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RDVI - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Cboe Vest Rising Dividend Achievers Target Income ETF
|
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|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares
|
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|
Principia Wealth Advisory, LLC
|
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Trust Co Of Vermont
|
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Aspect Partners, LLC
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Gibraltar Capital Management, Inc.
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Two Sigma Investments, Lp
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SBI Securities Co., Ltd.
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SRS Capital Advisors, Inc.
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
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Unison Advisors LLC
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Coldstream Capital Management Inc
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WANT - Direxion Shares ETF Trust - Direxion Daily Consumer Discretionary Bull 3X Shares
|
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Vident Advisory, LLC
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Enterprise Financial Services Corp
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Securian Funds Trust - SFT Index 500 Fund Class 1
|
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Royal London Asset Management Ltd
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1832 Asset Management L.P.
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Brighton Jones Llc
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Mml Investors Services, Llc
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BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund
|
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Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a)
|
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Generali Asset Management SPA SGR
|
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FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
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MUTUAL OF AMERICA INVESTMENT CORP - Composite Fund Class
|
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Captrust Financial Advisors
|
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Virginia Retirement Systems Et Al
|
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Brookstone Capital Management
|
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First PREMIER Bank
|
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American Capital Advisory, LLC
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VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
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FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
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USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
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|
Horizon Investments, LLC
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RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
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Voloridge Investment Management, Llc
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BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A
|
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One Capital Management, LLC
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Crossmark Global Holdings, Inc.
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Brown Brothers Harriman & Co
|
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Schechter Investment Advisors, LLC
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Savant Capital, LLC
|
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|
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund
|
|
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|
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|
Twin Peaks Wealth Advisors, LLC
|
|
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FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
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|
EAGL - 2023 ETF Series Trust - Eagle Capital Select Equity ETF
|
|
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|
|
DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF
|
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|
FBCG - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Growth ETF
|
|
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|
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
|
|
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|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
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|
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|
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio
|
|
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|
CI Private Wealth, LLC
|
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|
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K
|
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Lyell Wealth Management, Lp
|
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UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund
|
|
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|
Employees Retirement System of Texas
|
|
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|
New Age Alpha Advisors, LLC
|
|
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|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
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|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
|
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|
|
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF
|
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|
Invesco Ltd.
|
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|
Susquehanna International Group, Llp
|
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|
Cubist Systematic Strategies, LLC
|
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|
|
Townsend & Associates, Inc
|
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|
Kennedy Capital Management, Inc.
|
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|
Gitterman Wealth Management, LLC
|
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|
Mediolanum International Funds Ltd
|
|
|
|
|
|
Evoke Wealth, Llc
|
|
|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
USISX - USAA MUTUAL FUNDS TRUST - Income Stock Fund Shares
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
XHB - SPDR SERIES TRUST - SPDR(R) S&P(R) Homebuilders ETF
|
|
|
|
|
|
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
Promus Capital, LLC
|
|
|
|
|
|
Czech National Bank
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
|
|
|
|
|
180 Wealth Advisors, Llc
|
|
|
|
|
|
Banque Pictet & Cie Sa
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
TMCVX - THRIVENT MUTUAL FUNDS - Thrivent Mid Cap Value Fund Class S
|
|
|
|
|
|
Rakuten Securities, Inc.
|
|
|
|
|
|
Longfellow Investment Management Co Llc
|
|
|
|
|
|
Kendall Capital Management
|
|
|
|
|
|
Aspetuck Financial Management LLC
|
|
|
|
|
|
FT Vest Rising Dividend Achievers Total Return Fund
|
|
|
|
|
|
Weiss Asset Management LP
|
|
|
|
|
|
WealthCollab, LLC
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
|
|
|
|
|
Earnest Partners Llc
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Planned Solutions, Inc.
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
Bellwether Advisors, LLC
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
Proathlete Wealth Management Llc
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1
|
|
|
|
|
|
Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
BLI - Banque de Luxembourg Investments
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
Sentry Investment Management Llc
|
|
|
|
|
|
Ghe, Llc
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - U.S. Small and Mid Cap Equity Fund Class 4
|
|
|
|
|
|
Nomura Holdings Inc
|
|
|
|
|
|
RKL Wealth Management LLC
|
|
|
|
|
|
PRDAX - PRINCIPAL FUNDS INC - Diversified Real Asset Fund Class A
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
Thrivent Core Funds - Thrivent Core Mid Cap Value Fund
|
|
|
|
|
|
RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF
|
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
|
Mawer Investment Management Ltd.
|
|
|
|
|
|
Cigna Investments Inc /new
|
|
|
|
|
|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P
|
|
|
|
|
|
Twin Tree Management, LP
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
Stance Capital Llc
|
|
|
|
|
|
Northwestern Mutual Investment Management Company, Llc
|
|
|
|
|
|
AQGNX - AQR Funds - AQR Global Equity Fund Class N
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
|
|
|
|
|
Pinnacle Associates Ltd
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund
|
|
|
|
|
|
Guidance Capital, Inc
|
|
|
|
|
|
Generali Investments CEE, investicni spolecnost, a.s.
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
Five Oceans Advisors
|
|
|
|
|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
Aquatic Capital Management LLC
|
|
|
|
|
|
Brandywine Global Investment Management, LLC
|
|
|
|
|
|
FSEKX - FIDELITY SUMMER STREET TRUST - Fidelity Sustainability U.S. Equity Fund Fidelity Advisor Sustainability U.S. Equity Fund: Class A
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic Franklin Dividend and Income Managed Risk Portfolio Class II Shares
|
|
|
|
|
|
PWS - Pacer Funds Trust - Pacer WealthShield ETF
|
|
|
|
|
|
Checchi Capital Advisers, LLC
|
|
|
|
|
|
FLDZ - Listed Funds Trust - RiverNorth Patriot ETF
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
VLUE - iSHARES TRUST - iShares Edge MSCI USA Value Factor ETF
|
|
|
|
|
|
CWM Advisors, LLC
|
|
|
|
|
|
Operose Advisors LLC
|
|
|
|
|
|
Capital International Sarl
|
|
|
|
|
|
Front Row Advisors LLC
|
|
|
|
|
|
Gabelli Equity Trust Inc
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
Schear Investment Advisers, LLC
|
|
|
|
|
|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
|
|
|
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
|
|
|
|
Hallmark Capital Management Inc
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
|
|
|
|
|
DVAL - Franklin Templeton ETF Trust - BrandywineGLOBAL-Dynamic US Large Cap Value ETF
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
|
|
|
|
|
|
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A
|
|
|
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
|
|
|
|
|
|
DFND - Siren ETF Trust - Siren DIVCON Dividend Defender ETF
|
|
|
|
|
|
FARYX - Northern Lights Fund Trust IV - Fulcrum Diversified Absolute Return Fund Super Institutional Class
|
|
|
|
|
|
DCUAX - DEUTSCHE DWS INVESTMENT TRUST - DWS CROCI U.S. Fund Class A
|
|
|
|
|
|
Burney Co/
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
Caxton Associates Llp
|
|
|
|
|
