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PCBCX - Victory Portfolios IV - Victory Pioneer Balanced Fund Class C
|
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Keeler THomas Management LLC
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EUSM - Strategy Shares - Eventide US Market ETF
|
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Copley Financial Group, Inc.
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|
Reuter James Wealth Management, Llc
|
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|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
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|
Clifford Capital Partners Llc
|
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TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Enhanced Index VP Initial
|
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|
|
PCGRX - PIONEER MID CAP VALUE FUND - Pioneer Mid Cap Value Fund : Class A
|
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HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
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GSPIX - GOLDMAN SACHS TRUST - Goldman Sachs Capital Growth Fund Institutional
|
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Hartland & Co., LLC
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DBOAX - BNY Mellon Investment Funds VI - BNY Mellon Balanced Opportunity Fund Class A
|
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Parallel Advisors, LLC
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BlackRock, Inc.
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PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
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Rsm Us Wealth Management Llc
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NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
|
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|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
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|
Deutsche Bank Ag\
|
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Juncture Wealth Strategies, Llc
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Los Angeles Capital Management Llc
|
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First Community Trust Na
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LQAI - Exchange Listed Funds Trust - LG QRAFT AI-Powered U.S. Large Cap Core ETF
|
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Diversify Advisory Services, LLC
|
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BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
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Clarkston Capital Partners, LLC
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GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
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Chelsea Counsel Co
|
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E. Ohman J:or Asset Management AB
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Aptus Capital Advisors, LLC
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Eubel Brady & Suttman Asset Management Inc
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CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares
|
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Pinnacle Financial Partners Inc
|
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CBHAX - Victory Portfolios II - Victory Market Neutral Income Fund Class A
|
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|
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A
|
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FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
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|
New Age Alpha Advisors, LLC
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Voleon Capital Management Lp
|
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MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
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|
Metis Global Partners, LLC
|
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BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
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Harbour Investment Management Llc
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PCAFX - Managed Portfolio Series - Prospector Capital Appreciation Fund
|
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Canada Pension Plan Investment Board
|
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OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund
|
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Mirae Asset Global Investments Co., Ltd.
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Ameritas Investment Partners, Inc.
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MMBUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I
|
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DIFAX - MFS SERIES TRUST XIII - MFS Diversified Income Fund A
|
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Quest Partners LLC
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St Germain D J Co Inc
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Lombard Odier Asset Management (Switzerland) SA
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D L Carlson Investment Group Inc
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IFG Advisory, LLC
|
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LBWAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Diversified US Large Cap Value Fund Class A
|
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Drive Wealth Management, Llc
|
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IDIVX - INTEGRITY FUNDS - Integrity Dividend Harvest Fund , Class A
|
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North Star Investment Management Corp.
|
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TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial
|
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|
State Of Wisconsin Investment Board
|
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|
AdvisorNet Financial, Inc
|
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MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
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William Allan, Llc
|
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True Wealth Design, LLC
|
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INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
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SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
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|
La Banque Postale Asset Management SA
|
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|
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares
|
|
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|
DEQAX - BNY Mellon Investment Funds III - BNY Mellon Global Equity Income Fund Class A
|
|
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|
Rbo & Co Llc
|
|
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|
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B
|
|
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|
|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
|
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|
|
AE Wealth Management LLC
|
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|
|
Stephens Consulting, LLC
|
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|
WealthCollab, LLC
|
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|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
|
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|
Great Valley Advisor Group, Inc.
|
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|
JDESX - JPMorgan Trust I - JPMorgan U.S. Research Enhanced Equity Fund Class I
|
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|
|
FAVAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Value Fund Class A
|
|
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|
|
|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
Capital Research Global Investors
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - CTIVP - MFS Value Fund Class 1
|
|
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|
|
Natixis
|
|
|
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|
|
Valley National Advisers Inc
|
|
|
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|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
Aaron Wealth Advisors LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
GDIIX - Investment Managers Series Trust - RNC Genter Dividend Income Fund
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
RPGEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Growth Stock Fund
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
Truvestments Capital Llc
|
|
|
|
|
|
Sona Asset Management (us) Llc
|
|
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|
Golden State Equity Partners
|
|
|
|
|
|
MFVAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Equity Opportunities Fund Class A
|
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
Pines Wealth Management, LLC
|
|
|
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
|
|
|
|
|
|
Financial Gravity Companies, Inc.
|
|
|
|
|
|
Eisler Capital Management Ltd.
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
Stance Capital Llc
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
|
|
|
|
|
Smallwood Wealth Investment Management, LLC
|
|
|
|
|
|
Kiley Juergens Wealth Management, Llc
|
|
|
|
|
|
Glen Eagle Advisors, LLC
|
|
|
|
|
|
SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard Equity Income Fund (A)
|
|
|
|
|
|
TBH Global Asset Management, LLC
|
|
|
|
|
|
Voya Financial Advisors, Inc.
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
FEIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Income Fund Class A
|
|
|
|
|
|
Swedbank AB
|
|
|
|
|
|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF
|
|
|
|
|
|
Harris Oakmark ETF Trust - Oakmark U.S. Large Cap ETF
|
|
|
|
|
|
LSOFX - VALUED ADVISERS TRUST - LS Opportunity Fund - Institutional Class
|
|
|
|
|
|
Parallax Volatility Advisers, L.P.
|
|
|
|
|
|
Blackhill Capital Inc
|
|
|
|
|
|
Exchange Capital Management, Inc.
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Investors Trust Series Initial Class
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
Fort Sheridan Advisors Llc
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
|
|
|
|
|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
|
|
|
|
|
TRVLX - T. Rowe Price Value Fund, Inc. - T. Rowe Price Value Fund, Inc.
|
|
|
|
|
|
Nicholas Hoffman & Company, LLC.
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Large Company Value Portfolio
|
|
|
|
|
|
FDFAX - FIDELITY SELECT PORTFOLIOS - Consumer Staples Portfolio
|
|
|
|
|
|
Global X Japan Co., Ltd.
|
|
|
|
|
|
Cooke & Bieler Lp
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
HEJD - Victory Portfolios II - VictoryShares Hedged Equity Income ETF
|
|
|
|
|
|
Thomasville National Bank
|
|
|
|
|
|
IHGIX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD DIVIDEND AND GROWTH FUND Class A
|
|
|
|
|
|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Event Driven Equity Fund Investor A
|
|
|
|
|
|
Shell Asset Management Co
|
|
|
|
|
|
Raiffeisen Bank International AG
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
Boston Partners
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
Financial Avengers, Inc.
|
|
|
|
|
|
Quadcap Wealth Management, LLC
|
|
|
|
|
|
City Center Advisors, LLC
|
|
|
|
|
|
HUDIX - ADVISORS SERIES TRUST - Huber Capital Diversified Large Cap Value Fund Investor Class
|
|
|
|
|
|
Endowment Wealth Management, Inc.
|
|
|
|
|
|
ASYLX - AB CAP FUND, INC. - AB Select US Long/Short Portfolio Advisor Class
|
|
|
|
|
|
STRV - EA Series Trust - Strive 500 ETF
|
|
|
|
|
|
Trajan Wealth LLC
|
|
|
|
|
|
WESPAC Advisors, LLC
|
|
|
|
|
|
Baypointe Partners LLC
|
|
|
|
|
|
Rakuten Securities, Inc.
|
|
|
|
|
|
Simplicity Wealth,LLC
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
|
|
|
|
Mizuho Markets Americas Llc
|
|
|
|
|
|
Patton Fund Management, Inc.
|
|
|
|
|
|
LCORX - Managed Portfolio Series - Leuthold Core Investment Fund Retail Class
|
|
|
|
|
|
ABCS - EA Series Trust - ALPHA BLUE CAPITAL US SMALL-MID CAP DYNAMIC ETF
|
|
|
|
|
|
PENN SERIES FUNDS INC - Index 500 Fund
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
San Luis Wealth Advisors LLC
|
|
|
|
|
|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
Joule Financial, LLC
|
|
|
|
|
|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
|
|
|
|
|
TrueMark Investments, LLC
|
|
|
|
|
|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
|
|
|
|
|
Spdr S&p 500 Etf Trust
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
HEQFX - Monteagle Funds - Monteagle Opportunity Equity Fund Investor Class
|
|
|
|
|
|
FPX - FIRST TRUST EXCHANGE-TRADED FUND - First Trust US Equity Opportunities ETF
|
|
|
|
|
|
Mesirow Financial Investment Management, Inc.
|
|
|
|
|
|
Focus Financial Network, Inc.
|
|
|
|
|
|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund
|
|
|
|
|
|
IAMOX - Voya VARIABLE PRODUCTS TRUST - Voya MidCap Opportunities Portfolio Class ADV
|
|
|
|
|
|
Czech National Bank
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
SlateStone Wealth, LLC
|
|
|
|
|
|
AAUTX - THRIVENT MUTUAL FUNDS - Thrivent Large Cap Value Fund Class A
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
|
|
|
|
|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
DUHP - Dimensional ETF Trust - Dimensional US High Profitability ETF
|
|
|
|
|
|
Jump Financial, LLC
|
|
|
|
|
|
GEQIX - GLENMEDE FUND INC - Equity Income Portfolio
|
|
|
|
|
|
First County Bank /CT/
|
|
|
|
|
|
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund
|
|
|
|
|
|
MQS Management LLC
|
|
|
|
|
|
OAKMX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Fund Investor Class
|
|
|
|
|
|
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
|
|
|
|
|
|
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
FDV - Federated Hermes ETF Trust - Federated Hermes U.S. Strategic Dividend ETF
|
|
|
|
|
|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
|
|
JHCMX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Fundamental Equity Income Fund Class R6
|
|
|
|
|
|
Raleigh Capital Management Inc.
|
|
|
|
|
|
HQIAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD EQUITY INCOME FUND Class A
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Research Series Initial Class
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
Shelton Capital Management
|
|
|
|
|
|
Parsons Capital Management Inc/ri
|
|
|
|
|
|
Advisors Capital Management, LLC
|
|
|
|
|
|
YHB Investment Advisors, Inc.
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
RSPS - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Consumer Staples ETF
|
|
|
|
|
|
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
|
|
|
|
|
Abundance Wealth Counselors
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
Alpha Omega Wealth Management LLC
|
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DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF
|
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SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
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SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
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SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
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Envestnet Asset Management Inc
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FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund
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Cetera Investment Advisers
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MUFG Securities EMEA plc
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Walleye Capital LLC
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FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
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NEW YORK LIFE INVESTMENTS VP FUNDS TRUST - NYLI VP MFS Investors Trust Portfolio Service Class
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Waterloo Capital, L.P.
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Holocene Advisors, LP
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Versant Capital Management, Inc
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SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
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Davy Global Fund Management Ltd
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Nomura Holdings Inc
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FGLGX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Large Cap Stock Fund
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Freestone Grove Partners LP
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SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund
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Rossmore Private Capital
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Empower Advisory Group, LLC
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SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
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AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
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IPEAX - Voya INVESTORS TRUST - Voya Large Cap Value Portfolio Class ADV
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
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BPAIX - RBB FUND, INC. - Boston Partners All-Cap Value Fund INSTITUTIONAL
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DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
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SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F
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MFS VARIABLE INSURANCE TRUST - MFS Total Return Series Initial Class
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ONEY - SPDR SERIES TRUST - SPDR Russell 1000 Yield Focus ETF
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SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A
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EARAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A
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Syon Capital Llc
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Mid Cap Value Fund Standard Class
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FFLV - FIDELITY COVINGTON TRUST - Fidelity Fundamental Large Cap Value ETF
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NOBL - PROSHARES TRUST - ProShares S&P 500 Dividend Aristocrats ETF
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Brown, Lisle/cummings, Inc.
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Cohen Klingenstein LLC
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TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
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VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares
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VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
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IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF
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Empirical Finance, LLC
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FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund
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NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
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Camden Capital, LLC
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Equitable Trust Co
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CZAR - Themes ETF Trust - Themes Natural Monopoly ETF
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Eastern Bank
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AUIAX - AB EQUITY INCOME FUND INC - AB EQUITY INCOME FUND INC Class A
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Aster Capital Management (DIFC) Ltd
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SJS Investment Consulting Inc.
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Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
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Nuveen, LLC
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Evoke Wealth, Llc
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NEW YORK LIFE INVESTMENTS VP FUNDS TRUST - NYLI VP MFS Research Portfolio Service Class
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Corbyn Investment Management Inc/md
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MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH
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VSRDX - VALIC Co I - U.S. Socially Responsible Fund
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Cambridge Investment Research Advisors, Inc.
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MXIVX - GREAT-WEST FUNDS INC - Great-West International Value Fund Investor Class
|
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Systematic Financial Management Lp
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Forsta Ap-fonden
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HF Advisory Group, LLC
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TEDIX - Franklin Mutual Series Funds - Franklin Mutual Global Discovery Fund Class A
|
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IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I
|
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VWINX - VANGUARD WELLESLEY INCOME FUND - VANGUARD WELLESLEY INCOME FUND Investor Shares
|
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Flagship Harbor Advisors, Llc
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NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
|
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Sachetta, LLC
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INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
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Dynamic Advisor Solutions LLC
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URTH - iShares, Inc. - iShares MSCI World ETF
|
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MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
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PCGRX - Victory Portfolios IV - Victory Pioneer Mid Cap Value Fund Class A
|
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Soundwatch Capital LLC
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Yacktman Asset Management Lp
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Headinvest, Llc
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SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
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EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
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Jackson Hole Capital Partners, LLC
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New Mexico Educational Retirement Board
|
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Perigon Wealth Management, LLC
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VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
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Altus Wealth Group LLC
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Whalen Wealth Management Inc.
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SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
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LaFleur & Godfrey LLC
|
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Barnes Dennig Private Wealth Management LLC
|
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JAEEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Equity Income Trust NAV
|
|
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|
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
|
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|
|
Wahed Invest LLC
|
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CLFFX - World Funds Trust - Clifford Capital Partners Fund Investor Class
|
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|
Neuberger Berman Group LLC
|
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|
Whipplewood Advisors, LLC
|
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|
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
|
|
|
|
|
|
IASAX - Voya PARTNERS INC - VY(R) American Century Small-Mid Cap Value Portfolio Class ADV
|
|
|
|
|
|
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1
|
|
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|
|
Callan Family Office, LLC
|
|
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|
|
Boyd Watterson Asset Management Llc/oh
|
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|
Painted Porch Advisors LLC
|
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|
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|
|
FSLVX - FIDELITY DEVONSHIRE TRUST - Fidelity Stock Selector Large Cap Value Fund
|
|
|
|
|
|
Caldwell Securities, Inc
|
|
|
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|
Geode Capital Management, Llc
|
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|
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio
|
|
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|
|
Alliancebernstein L.p.
|
|
|
|
|
|
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
Ing Groep Nv
|
|
|
|
|
|
Delta Asset Management Llc/tn
|
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|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
IAVGX - Voya VARIABLE FUNDS - Voya Growth and Income Portfolio Class ADV
|
|
|
|
|
|
FULVX - FIDELITY SUMMER STREET TRUST - Fidelity U.S. Low Volatility Equity Fund
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Domestic Equity Portfolio
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
|
|
|
|
|
Polymer Capital Management (US) LLC
|
|
|
|
|
|
FGRIX - FIDELITY SECURITIES FUND - Fidelity Growth & Income Portfolio
|
|
|
|
|
|
West Branch Capital LLC
|
|
|
|
|
|
Ossiam
|
|
|
|
|
|
Dogwood Wealth Management LLC
|
|
|
|
|
|
Byrne Asset Management LLC
|
|
|
|
|
|
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
|
|
|
|
|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
|
|
|
Sofos Investments, Inc.
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
Flavin Financial Services, Inc.
|
|
|
|
|
|
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A
|
|
|
|
|
|
DIEFX - Brinker Capital Destinations Trust - Destinations International Equity Fund Class I
|
|
|
|
|
|
Aviva Plc
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P
|
|
|
|
|
|
Canada Post Corp Registered Pension Plan
|
|
|
|
|
|
Forum Financial Management, LP
|
|
|
|
|
|
PEVC - Pacer Funds Trust - Pacer PE/VC ETF
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
Washington Trust Bank
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
MEIFX - MERIDIAN FUND INC - MERIDIAN ENHANCED EQUITY FUND Legacy Class
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
|
|
|
|
|
|
Atwood & Palmer Inc
|
|
|
|
|
|
PACIFIC SELECT FUND - Hedged Equity Portfolio Class P
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund
|
|
|
|
|
|
Royal London Asset Management Ltd
|
|
|
|
|
|
Cape Investment Advisory, Inc.
|
|
|
|
|
|
ABMVX - AB CAP FUND, INC. - AB Mid Cap Value Portfolio Class Z
|
|
|
|
|
|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
|
|
|
|
Massachusetts Financial Services Co /ma/
|
|
|
|
|
|
Volterra Technologies LP
|
|
|
|
|
|
JEPI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
|
|
|
|
|
|
NULV - Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF
|
|
|
|
|
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
|
|
|
|
|
ANCORA TRUST - Ancora Dividend Value Equity Fund Class I
|
|
|
|
|
|
Bridgefront Capital, LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
DHS - WisdomTree Trust - WisdomTree U.S. High Dividend Fund N/A
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
|
|
|
|
|
|
NorthRock Partners, LLC
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
|
|
|
|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
|
|
CHICAGO TRUST Co NA
|
|
|
|
|
|
Wealth Alliance
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
|
|
|
|
Gradient Investments LLC
|
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
Financiere des Professionnels - Fonds d,investissement inc.
|
|
|
|
|
|
Tri-continental Corp
|
|
|
|
|
|
Fiduciary Group LLC
|
|
|
|
|
|
Divergent Planning, LLC
|
|
|
|
|
|
Belpointe Asset Management LLC
|
|
|
|
|
|
WILLIAMSBURG INVESTMENT TRUST - Davenport Insider Buying Fund
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
Cigna Investments Inc /new
|
|
|
|
|
|
Zuckerman Investment Group, LLC
|
|
|
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|
|
Connor, Clark & Lunn Investment Management Ltd.
|
|
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|
|
Private Trust Co Na
|
|
|
|
|
|
Axa S.a.
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
Quantbot Technologies LP
|
|
|
|
|
|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
|
|
|
|
Master's Wealth Management Inc.
|
|
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|
|
|
Sanibel Captiva Trust Company, Inc.
|
|
|
|
|
|
Alberta Investment Management Corp
|
|
|
|
|
|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A
|
|
|
|
|
|
IYK - iSHARES TRUST - iShares U.S. Consumer Goods ETF
|
|
|
|
|
|
Harris Associates L P
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
DIVP - Advisors' Inner Circle Fund II - Cullen Enhanced Equity Income ETF
|
|
|
|
|
|
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I
|
|
|
|
|
|
KC Investment Advisors, LLC
|
|
|
|
|
|
Securian Funds Trust - SFT T. Rowe Price Value Fund
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Janus Henderson U.S. Low Volatility Portfolio
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
Banque Cantonale Vaudoise
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
|
|
|
|
|
|
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
|
|
|
|
|
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
|
|
|
|
|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
|
|
|
Hanson & Doremus Investment Management
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
|
SIXL - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Low Beta Equity Strategy ETF
|
|
|
|
|
|
FEQTX - FIDELITY FINANCIAL TRUST - Fidelity Equity Dividend Income Fund
|
|
|
|
|
|
Burgundy Asset Management Ltd.
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
BCS Private Wealth Management, Inc.
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
XLP - SELECT SECTOR SPDR TRUST - The Consumer Staples Select Sector SPDR Fund
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
|
|
|
|
|
MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF
|
|
|
|
|
|
Coordinated Financial Services, Inc./CO
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
CHNTX - Chestnut Street Exchange Fund - Chestnut Street Exchange Fund
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
YFSNX - AMG FUNDS - AMG Yacktman Focused Fund - Security Selection Only Class N
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
Susquehanna Fundamental Investments, Llc
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
Boston Family Office Llc
|
|
|
|
|
|
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class
|
|
|
|
|
|
Putnam Fl Investment Management Co
|
|
|
|
|
|
Independent Franchise Partners LLP
|
|
|
|
|
|
Winch Advisory Services, LLC
|
|
|
|
|
|
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio
|
|
|
|
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|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
|
|
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|
Avantax Advisory Services, Inc.
|
|
|
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|
Bare Financial Services, Inc
|
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|
CHDEX - CULLEN FUNDS TRUST - Cullen High Dividend Equity Fund Retail Class
|
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|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
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Asset Dedication, LLC
|
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|
PRAXIS FUNDS - Praxis Impact Large Cap Value ETF
|
|
|
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|
Bahl & Gaynor Inc
|
|
|
|
|
|
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A
|
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|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
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Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
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FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund
|
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Siemens Fonds Invest GmbH
|
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MCMVX - FORUM FUNDS - Monongahela All Cap Value Fund
|
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GAMMA Investing LLC
|
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Pinnacle Bancorp, Inc.
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Westpac Banking Corp
|
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Sachem Head Capital Management LP
|
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Roundview Capital LLC
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ACMVX - American Century Capital Portfolios Inc - Mid Cap Value Fund Investor Class
|
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NORTHWESTERN MUTUAL SERIES FUND INC - Mid Cap Value Portfolio
|
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ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
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Motley Fool Wealth Management, LLC
|
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Transce3nd, LLC
|
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SWDSX - SCHWAB CAPITAL TRUST - Schwab Dividend Equity Fund
|
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|
Global Retirement Partners, LLC
|
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Apollon Wealth Management, LLC
|
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SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
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|
Kentucky Retirement Systems
|
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Investment House Llc
|
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New York Life Investment Management Llc
|
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Whittier Trust Co Of Nevada Inc
|
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Q3 Asset Management
|
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CAPROCK Group, Inc.
|
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James Alpha Funds Trust - Easterly Snow Long/Short Opportunity Fund Class C
|
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BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares
|
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|
IFP Advisors, Inc
|
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|
|
|
|
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
|
|
|
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FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
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FBCVX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Value Fund
|
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|
Moors & Cabot, Inc.
|
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Pittenger & Anderson Inc
|
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MFS VARIABLE INSURANCE TRUST II - MFS International Intrinsic Value Portfolio Initial Class
|
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|
Investment Management Corp of Ontario
|
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Gen-Wealth Partners Inc
|
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Assenagon Asset Management S.A.
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VWNDX - VANGUARD WINDSOR FUNDS - Vanguard Windsor Fund Investor Shares
|
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Harvest Investment Services, LLC
|
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Ogorek Anthony Joseph /ny/ /adv
|
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Kingswood Wealth Advisors, Llc
|
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Levin Capital Strategies, L.p.
|
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GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
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BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
|
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Franklin Templeton Variable Insurance Products Trust - Franklin Mutual Global Discovery Vip Fund Class 1
|
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HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
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IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF
|
|
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|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
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|
Cedar Wealth Management, LLC
|
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Comerica Bank
|
|
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Retirement Systems of Alabama
|
|
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RYCIX - RYDEX SERIES FUNDS - Consumer Products Fund Investor Class
|
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LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
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|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
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|
|
Gts Securities Llc
|
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FIL Ltd
|
|
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|
Public Employees Retirement Association Of Colorado
|
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NEFSX - Natixis Funds Trust I - Natixis U.S. Equity Opportunities Fund Class A
|
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|
Clearline Capital LP
|
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|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
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|
|
Vident Advisory, LLC
|
|
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|
Carrera Capital Advisors
|
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|
Brandes Investment Partners, Lp
|
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ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF
|
|
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|
Northeast Investment Management
|
|
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|
DRW Securities, LLC
|
|
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|
Butensky & Cohen Financial Security, Inc
|
|
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|
Resources Investment Advisors, LLC.
|
|
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AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
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Glenmede Trust Co Na
|
|
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Canandaigua National Bank & Trust Co
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Disciplined Core Value Fund Service Class
|
|
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|
GM Advisory Group, Inc.
|
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|
Clear Street Markets Llc
|
|
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|
|
GHP Investment Advisors, Inc.
|
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|
Caitong International Asset Management Co., Ltd
|
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|
LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF
|
|
|
|
|
|
Oak Thistle LLC
|
|
|
|
|
|
Verity & Verity, LLC
|
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
Valicenti Advisory Services Inc
|
|
|
|
|
|
Meeder Advisory Services, Inc.
|
|
|
|
|
|
Scotia Capital Inc.
|
|
|
|
|
|
First National Trust Co
|
|
|
|
|
|
Berkeley Capital Partners, LLC
|
|
|
|
|
|
First PREMIER Bank
|
|
|
|
|
|
WealthTrak Capital Management LLC
|
|
|
|
|
|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
Petrus Trust Company, LTA
|
|
|
|
|
|
VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares
|
|
|
|
|
|
Sage Mountain Advisors LLC
|
|
|
|
|
|
CBIZ Investment Advisory Services, LLC
|
|
|
|
|
|
Haverford Trust Co
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
NJ State Employees Deferred Compensation Plan
|
|
|
|
|
|
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF
|
|
|
|
|
|
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
|
|
|
|
|
|
Childress Capital Advisors, Llc
|
|
|
|
|
|
Capitolis Liquid Global Markets LLC
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
Western Wealth Management, LLC
|
|
|
|
|
|
Proffitt & Goodson Inc
|
|
|
|
|
|
Nbt Bank N A /ny
|
|
|
|
|
|
Wood Tarver Financial Group, LLC
|
|
|
|
|
|
Bridgewater Associates, LP
|
|
|
|
|
|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
|
|
|
|
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV
|
|
|
|
|
|
Toms Capital Investment Management Lp
|
|
|
|
|
|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
Winslow Asset Management Inc
|
|
|
|
|
|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
|
|
|
Community Bank, N.A.
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
Neo Ivy Capital Management
|
|
|
|
|
|
Tompkins Financial Corp
|
|
|
|
|
|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
|
|
|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
|
|
|
|
|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
|
|
|
|
FCAJX - FIDELITY SUMMER STREET TRUST - Fidelity Climate Action Fund Fidelity Advisor Climate Action Fund: Class A
|
|
|
|
|
|
Richardson Financial Services Inc.
|
|
|
|
|
|
Robeco Institutional Asset Management B.V.
|
|
|
|
|
|
Cary Street Partners Financial Llc
|
|
|
|
|
|
CHGX - EA Series Trust - Stance Sustainable Beta ETF
|
|
|
|
|
|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
|
ICICI Prudential Asset Management Co Ltd
|
|
|
|
|
|
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
|
|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
MNDFX - MANNING & NAPIER FUND, INC. - Disciplined Value Series Class I
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Global Research Portfolio Initial Class
|
|
|
|
|
|
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
|
|
|
|
|
Alley Investment Management Company, LLC
|
|
|
|
|
|
FAPNX - FIDELITY SUMMER STREET TRUST - Fidelity Healthy Future Fund Fidelity Advisor Healthy Future Fund: Class Z
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
|
|
|
|
Sagespring Wealth Partners, Llc
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
|
|
|
|
Nemes Rush Group LLC
|
|
|
|
|
|
Northern Lights Fund Trust IV - Brookstone Value Stock ETF
|
|
|
|
|
|
Tweedy, Browne Co LLC
|
|
|
|
|
|
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund
|
|
|
|
|
|
Capstone Investment Advisors, Llc
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND - Equity-Income Portfolio Initial Class
|
|
|
|
|
|
Family Legacy Financial Solutions, LLC
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
|
|
AMRMX - AMERICAN MUTUAL FUND - AMERICAN MUTUAL FUND Class A
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund
|
|
|
|
|
|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
|
|
|
|
|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
|
|
Beaumont Financial Advisors, LLC
|
|
|
|
|
|
PRFDX - T. Rowe Price Equity Income Fund, Inc. - T. Rowe Price Equity Income Fund
|
|
|
|
|
|
NQVAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Multi-Cap Value Fund - Class A
|
|
|
|
|
|
Hartford Investment Management Co
|
|
|
|
|
|
Campbell & CO Investment Adviser LLC
|
|
|
|
|
|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
Aspect Partners, LLC
|
|
|
|
|
|
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co
|
|
|
|
|
|
Howard Capital Management Inc.
|
|
|
|
|
|
QAAHCX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Income Portfolio
|
|
|
|
|
|
Ontario Teachers Pension Plan Board
|
|
|
|
|
|
Paragon Capital Management LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
HAP Trading, LLC
|
|
|
|
|
|
Alyeska Investment Group, L.P.
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
TILCX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Value Fund
|
|
|
|
|
|
Boyar Asset Management Inc.
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
Scoggin Management Lp
|
|
|
|
|
|
SageView Advisory Group, LLC
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
Ingalls & Snyder Llc
|
|
|
|
|
|
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Value Series Initial Class
|
|
|
|
|
|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
|
|
|
|
Taconic Capital Advisors LP
|
|
|
|
|
|
Independence Bank of Kentucky
|
|
|
|
|
|
Pullen Investment Management, LLC
|
|
|
|
|
|
Essex Financial Services, Inc.
|
|
|
|
|
|
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
Quarry LP
|
|
|
|
|
|
FSOAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Strategies Class A
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
Kempen Capital Management N.v.
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
MVCAX - MFS SERIES TRUST XI - MFS Mid Cap Value Fund A
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
State of Wyoming
|
|
|
|
|
|
FTCE - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust New Constructs Core Earnings Leaders ETF
|
|
|
|
|
|
CBOE Vest Financial, LLC
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Income Fund Initial Class
|
|
|
|
|
|
Guggenheim Strategic Opportunities Fund
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
NWAPX - NATIONWIDE MUTUAL FUNDS - Nationwide Mellon Disciplined Value Fund Eagle Class
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
HADAX - Hartford Series Fund Inc - Hartford Balanced Hls Fund Ia
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
Everett Harris & Co /ca/
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
MVAL - VanEck ETF Trust - VanEck Morningstar Wide Moat Value ETF
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
AADEX - AMERICAN BEACON FUNDS - American Beacon Large Cap Value Fund Institutional Class
|
|
|
|
|
|
Generali Asset Management SPA SGR
|
|
|
|
|
|
Edmond De Rothschild Holding S.a.
|
|
|
|
|
|
GSBIX - GOLDMAN SACHS TRUST - Goldman Sachs Income Builder Fund Institutional
|
|
|
|
|
|
Vontobel Holding Ltd.
|
|
|
|
|
|
CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF
|
|
|
|
|
|
Global Endowment Management, LP
|
|
|
|
|
|
Mondrian Investment Partners LTD
|
|
|
|
|
|
Humankind Investments LLC
|
|
|
|
|
|
MAPAX - MAINSTAY FUNDS - MainStay MAP Equity Fund Class A
|
|
|
|
|
|
BVSIX - FORUM FUNDS II - Baywood SociallyResponsible Fund Institutional Shares
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
Angeles Wealth Management, Llc
|
|
|
|
|
|
Costello Asset Management, INC
|
|
|
|
|
|
VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares
|
|
|
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MNHCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Maximum Term Series Class L
|
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|
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A
|
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|
Pathway Financial Advisers, LLC
|
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XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
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|
Stratos Wealth Partners, LTD.
|
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|
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
|
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|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
|
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|
|
NEOS Investment Management LLC
|
|
|
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|
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund
|
|
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|
|
|
Sherbrooke Park Advisers Llc
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
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|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
|
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|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
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|
|
Colony Group, LLC
|
|
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|
|
JVLAX - John Hancock Funds III - John Hancock Disciplined Value Fund Class A
|
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|
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB
|
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|
Keystone Financial Group
|
|
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|
Franklin Templeton Variable Insurance Products Trust - Franklin Mutual Shares Vip Fund Class 1
|
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|
Rossby Financial, LCC
|
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|
Frank, Rimerman Advisors LLC
|
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Tokio Marine Asset Management Co Ltd
|
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SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
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|
STFBX - Advisers Investment Trust - State Farm Balanced Fund
|
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|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
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|
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
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|
|
Security National Bank
|
|
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|
|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
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|
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NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K
|
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Ardent Capital Management, Inc.
|
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BPGSX - RBB FUND, INC. - Boston Partners Global Sustainability Fund Institutional Class
|
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SWAN Capital LLC
|
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GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class
|
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Kornitzer Capital Management Inc /ks
|
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DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
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FVLAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Value Leaders Fund Class A
|
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|
Readystate Asset Management Lp
|
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Xponance, Inc.
|
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TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
|
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|
Gabelli Dividend & Income Trust
|
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XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
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|
Verdence Capital Advisors LLC
|
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|
Park Place Capital Corp
|
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|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
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|
Roble, Belko & Company, Inc
|
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NWFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Fund Class A
|
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|
Quadrant Capital Group Llc
|
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Stephens Inc /ar/
|
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SUNAMERICA SERIES TRUST - SA Legg Mason BW Large Cap Value Portfolio Class 1
|
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|
MFS VARIABLE INSURANCE TRUST II - MFS Global Tactical Allocation Portfolio Initial Class
|
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|
Kanawha Capital Management Llc
|
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Principal Securities, Inc.
|
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ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
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FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
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|
Victory Capital Management Inc
|
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|
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
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Fox Run Management, L.l.c.
|
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DnB Asset Management AS
|
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UGE - PROSHARES TRUST - ProShares Ultra Consumer Goods
|
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NATIONWIDE VARIABLE INSURANCE TRUST - American Century NVIT Multi Cap Value Fund Class I
|
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|
Dalton Investments LLC
|
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|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
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|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
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FVDFX - FIDELITY PURITAN TRUST - Fidelity Value Discovery Fund
|
|
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|
New York State Teachers Retirement System
|
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Large Company Value Fund Standard Class II
|
|
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|
Mufg Securities Americas Inc.
|
|
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|
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USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF
|
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|
MFRFX - MFS SERIES TRUST V - MFS Research Fund A
|
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|
Sentry Investment Management Llc
|
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|
AUUYX - AB CAP FUND, INC. - AB Select US Equity Portfolio Advisor Class
|
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FNKLX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Value Discovery Fund
|
|
|
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|
Mb, Levis & Associates, Llc
|
|
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|
|
|
NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A
|
|
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|
|
Merit Financial Group, LLC
|
|
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|
|
Ensign Peak Advisors, Inc
|
|
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|
|
|
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
|
|
|
|
|
LifePlan Financial, LLC
|
|
|
|
|
|
UIVRX - MFS SERIES TRUST VII - MFS Intrinsic Value Fund R6
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
|
|
|
Everence Capital Management Inc
|
|
|
|
|
|
HUMDX - ADVISORS SERIES TRUST - Huber Capital Mid Cap Value Fund Investor Class
|
|
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|
|
|
IPO - RENAISSANCE CAPITAL GREENWICH FUNDS - Renaissance IPO ETF
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
|
|
|
|
|
Y.D. More Investments Ltd
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
LMR Partners LLP
|
|
|
|
|
|
IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
Dfa Investment Trust Co - The U.s. Large Cap Value Series
|
|
|
|
|
|
Koesten, Hirschmann & Crabtree, INC.
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
Beaird Harris Wealth Management, LLC
|
|
|
|
|
|
YACKX - AMG FUNDS - AMG Yacktman Fund Class I
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
Nova Wealth Management, Inc.
|
|
|
|
|
|
Transatlantique Private Wealth Llc
|
|
|
|
|
|
DDIAX - Delaware Group Equity Funds V - Delaware Wealth Builder Fund Class A
|
|
|
|
|
|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
|
|
|
|
|
Starboard Value LP
|
|
|
|
|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
Auxier Asset Management
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
Ostrum Asset Management
|
|
|
|
|
|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
|
|
|
|
FMDE - FIDELITY COVINGTON TRUST - Fidelity Enhanced Mid Cap ETF
|
|
|
|
|
|
PrairieView Partners, LLC
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
RBB FUND, INC. - SGI Enhanced Market Leaders ETF
|
|
|
|
|
|
Morningstar Investment Management LLC
|
|
|
|
|
|
Beese Fulmer Investment Management, Inc.
|
|
|
|
|
|
V-Square Quantitative Management LLC
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
|
NQCAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Large-Cap Value Fund Class A
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
SSAQX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street U.S. Core Equity Fund
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
ORG Wealth Partners, LLC
|
|
|
|
|
|
Sandler Capital Management
|
|
|
|
|
|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
|
|
|
|
|
Adams Diversified Equity Fund, Inc.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
CFIAX - Columbia Funds Series Trust II - Columbia Flexible Capital Income Fund Class A
|
|
|
|
|
|
SDY - SPDR SERIES TRUST - SPDR(R) S&P(R) Dividend ETF
|
|
|
|
|
|
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I
|
|
|
|
|
|
Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a)
|
|
|
|
|
|
Atticus Wealth Management, Llc
|
|
|
|
|
|
Chemung Canal Trust Co
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
Wedmont Private Capital
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Mid Cap Value Fund Initial Class
|
|
|
|
|
|
Handelsbanken Fonder AB
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF
|
|
|
|
|
|
Humankind Benefit Corp - Humankind US Stock ETF
|
|
|
|
|
|
GSB Wealth Management, LLC
|
|
|
|
|
|
ELFNX - ELFUN TRUSTS - ELFUN TRUSTS Elfun Trusts
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
Binnacle Investments Inc
|
|
|
|
|
|
Exeter Financial, LLC
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
Aviance Capital Partners, LLC
|
|
|
|
|
|
Tradition Wealth Management, LLC
|
|
|
|
|
|
FVAL - FIDELITY COVINGTON TRUST - Fidelity Value Factor ETF
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
|
|
|
|
|
Bard Financial Services, Inc.
|
|
|
|
|
|
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares
|
|
|
|
|
|
ENHCX - CULLEN FUNDS TRUST - Cullen Enhanced Equity Income Fund Class C
|
|
|
|
|
|
USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF
|
|
|
|
|
|
National Asset Management, Inc.
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
MAIMX - VICTORY PORTFOLIOS - Victory Integrity Mid-Cap Value Fund Class A
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND IV - Consumer Staples Portfolio Initial Class
|
|
|
|
|
|
Financial Advocates Investment Management
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A
|
|
|
|
|
|
KXI - iSHARES TRUST - iShares Global Consumer Staples ETF
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
Lorne Steinberg Wealth Management Inc.
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
NEFOX - Natixis Funds Trust II - Natixis Oakmark Fund Class A
|
|
|
|
|
|
FLCSX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock Fund
|
|
|
|
|
|
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
|
|
|
|
|
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF
|
|
|
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
YAFFX - AMG FUNDS - AMG Yacktman Focused Fund Class N
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
Saudi Central Bank
|
|
|
|
|
|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
Dynasty Wealth Management, Llc
|
|
|
|
|
|
Millstone Evans Group, LLC
|
|
|
|
|
|
GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class
|
|
|
|
|
|
Smith Chas P & Associates Pa Cpas
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
Genesis Private Wealth, Llc
|
|
|
|
|
|
Northwestern Mutual Investment Management Company, Llc
|
|
|
|
|
|
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
|
|
|
|
|
Parthenon Llc
|
|
|
|
|
|
IEOPX - Voya INVESTORS TRUST - Voya Large Cap Growth Portfolio Class ADV
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
|
|
|
|
Brighthouse Funds Trust II - MFS Value Portfolio Class A
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
|
|
|
|
|
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
|
|
|
|
|
|
Clark Estates Inc/ny
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
Graham Capital Management, L.P.
|
|
|
|
|
|
Tyler-Stone Wealth Management
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
Rexford Capital Inc
|
|
|
|
|
|
Brevan Howard Capital Management LP
|
|
|
|
|
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
|
|
|
|
|
SSUSX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street U.S. Equity V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Buttonwood Financial Advisors Inc.
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
FDVLX - FIDELITY CAPITAL TRUST - Fidelity Value Fund
|
|
|
|
|
|
Ransom Advisory, Ltd
|
|
|
|
|
|
NICSX - Nicholas Fund, Inc. - Nicholas Fund Inc
|
|
|
|
|
|
Hayek Kallen Investment Management
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Consumer Products Fund Variable Annuity
|
|
|
|
|
|
Intrua Financial, LLC
|
|
|
|
|
|
MDDAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Diversified Value Fund Class A
|
|
|
|
|
|
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
Fwl Investment Management, Llc
|
|
|
|
|
|
Putnam Funds Trust - Putnam Multi-cap Core Fund Class A
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
Bradley Foster & Sargent Inc/ct
|
|
|
|
|
|
PRDGX - T. Rowe Price Dividend Growth Fund, Inc. - T. Rowe Price Dividend Growth Fund, Inc.
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class
|
|
|
|
|
|
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
|
|
|
|
|
|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
|
|
IFPUX - Advisers Investment Trust - Independent Franchise Partners US Equity Fund
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class
|
|
|
|
|
|
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
KNGZ - FIRST TRUST EXCHANGE-TRADED FUND VI - US Equity Dividend Select ETF
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
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|
|
|
|
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
|
|
|
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|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
QGI2Q - VARIABLE INSURANCE PRODUCTS FUND III - Growth & Income Portfolio Initial Class
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Equity Income Portfolio
|
|
|
|
|
|
Independent Investors Inc
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
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|
Ronald Blue Trust, Inc.
|
|
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|
Elevation Series Trust - The Opal Dividend Income ETF
|
|
|
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|
|
Elo Mutual Pension Insurance Co
|
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|
|
Meeder Asset Management Inc
|
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|
Vanguard Group Inc
|
|
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CESGX - Managed Portfolio Series - Coho Relative Value ESG Fund
|
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|
Schroder Investment Management Group
|
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Miller Wealth Advisors, Llc
|
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Boothbay Fund Management, Llc
|
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DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
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|
Sterneck Capital Management, LLC
|
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Kintayl Capital LP
|
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BKWO - BNY Mellon ETF Trust - BNY Mellon Women's Opportunities ETF
|
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SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF
|
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|
King Luther Capital Management Corp
|
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SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
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|
Sunbelt Securities, Inc.
|
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WPG Advisers, LLC
|
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Cornerstone Planning Group LLC
|
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Point72 Europe (London) LLP
|
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ALVIX - American Century Capital Portfolios Inc - Large Company Value Fund Investor Class
|
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|
Headlands Technologies LLC
|
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|
Kilter Group LLC
|
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Verition Fund Management LLC
|
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SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
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|
Addison Advisors LLC
|
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CastleKnight Management LP
|
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|
Hollow Brook Wealth Management LLC
|
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|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
DDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Dividend ETF
|
|
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|
Capital A Wealth Management, LLC
|
|
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|
Southeast Asset Advisors Inc.
|
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MFWTX - MFS SERIES TRUST VI - MFS Global Total Return Fund A
|
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|
Groupama Asset Managment
|
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|
Colonial Trust Advisors
|
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13D Management LLC
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Journey Strategic Wealth Llc
|
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Richard C. Young & CO., LTD.
|
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JHFEX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Fundamental Equity Income Fund Class I
|
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|
Oppenheimer & Co Inc
|
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|
Americana Partners, LLC
|
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Drystone LLC
|
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MAINSTAY VP FUNDS TRUST - MainStay VP Balanced Portfolio Initial Class
|
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|
Barclays Plc
|
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Price T Rowe Associates Inc /md/
|
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Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
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|
Coldstream Capital Management Inc
|
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|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
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MGIAX - MFS SERIES TRUST X - MFS International Intrinsic Value Fund A
|
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|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
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|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
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Gsa Capital Partners Llp
|
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Spears Abacus Advisors LLC
|
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|
|
VARIABLE INSURANCE PRODUCTS FUND III - Dynamic Capital Appreciation Portfolio Initial Class
|
|
|
|
|
|
FDVKX - FIDELITY PURITAN TRUST - Fidelity Value Discovery K6 Fund
|
|
|
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|
GLBIX - Managed Portfolio Series - Leuthold Global Fund Institutional Class
|
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|
Schulhoff & Co Inc
|
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|
Marshall Wace, Llp
|
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Eqis Capital Management, Inc.
|
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BW Gestao de Investimentos Ltda.
|
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PTL - Northern Lights Fund Trust IV - Inspire 500 ETF
|
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|
Grantham, Mayo, Van Otterloo & Co. LLC
|
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Saybrook Capital /nc
|
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BASV - Advisors' Inner Circle Fund III - BROWN ADVISORY SUSTAINABLE VALUE ETF
|
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|
Morgan Stanley
|
|
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|
Dorsey & Whitney Trust CO LLC
|
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DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
|
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|
|
Graypoint LLC
|
|
|
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|
|
Ameriprise Financial Inc
|
|
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|
|
Alps Advisors Inc
|
|
|
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|
|
EQ ADVISORS TRUST - EQ/American Century Mid Cap Value Portfolio Class IB
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
Farmers Trust Co
|
|
|
|
|
|
Willis Investment Counsel
|
|
|
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|
|
Skye Global Management LP
|
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|
V. M. Manning & Co., Inc.
|
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|
|
Citigroup Inc
|
|
|
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|
|
AlTi Global, Inc.
|
|
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|
|
Mirabella Financial Services Llp
|
|
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|
Orion Portfolio Solutions, LLC
|
|
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|
|
TFC Financial Management
|
|
|
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|
Culbertson A N & Co Inc
|
|
|
|
|
|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
|
|
|
|
|
|
TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
Harbor Advisors LLC
|
|
|
|
|
|
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
|
|
|
|
|
Norges Bank
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
Barrett & Company, Inc.
|
|
|
|
|
|
Clarity Asset Management, Inc.
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
Sender Co & Partners, Inc.
|
|
|
|
|
|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
|
|
|
|
North Capital, Inc.
|
|
|
|
|
|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class
|
|
|
|
|
|
AMANX - AMANA MUTUAL FUNDS TRUST - AMANA INCOME FUND Amana Income Fund Investor Shares
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
|
|
|
|
|
TPMN - Timothy Plan - Timothy Plan Market Neutral Etf
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
Cardinal Point Capital Management, ULC
|
|
|
|
|
|
Intrust Bank Na
|
|
|
|
|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
|
|
|
SEUIX - Sei Institutional Managed Trust - Simt Large Cap Value Fund Class I
|
|
|
|
|
|
XTX Topco Ltd
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
|
|
|
|
|
Engineers Gate Manager LP
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
|
|
|
Quest 10 Wealth Builders, Inc.
|
|
|
|
|
|
Motco
|
|
|
|
|
|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
|
|
|
Caption Management, LLC
|
|
|
|
|
|
PRIGX - T. Rowe Price Institutional International Funds, Inc. - T. Rowe Price Institutional Global Value Equity Fund
|
|
|
|
|
|
FNY Investment Advisers, LLC
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
American Assets Investment Management, LLC
|
|
|
|
|
|
BOK Financial Private Wealth, Inc.
|
|
|
|
|
|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
|
|
|
|
BUNRX - BULLFINCH FUND INC - Unrestricted Series
|
|
|
|
|
|
HBLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD BALANCED INCOME FUND Class A
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
Novare Capital Management Llc
|
|
|
|
|
|
CDL - Victory Portfolios II - VictoryShares US Large Cap High Div Volatility Wtd ETF
|
|
|
|
|
|
Kestra Investment Management, LLC
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
RMB Capital Management, LLC
|
|
|
|
|
|
Resona Asset Management Co.,Ltd.
|
|
|
|
|
|
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
|
|
|
|
|
|
VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares
|
|
|
|
|
|
NOIEX - Northern Funds - Northern Income Equity Fund
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio
|
|
|
|
|
|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
|
|
|
|
Gulf International Bank (UK) Ltd
|
|
|
|
|
|
FSTA - FIDELITY COVINGTON TRUST - Fidelity MSCI Consumer Staples Index ETF
|
|
|
|
|
|
NUDV - Nushares ETF Trust - Nuveen ESG Dividend ETF
|
|
|
|
|
|
BKDV - BNY Mellon ETF Trust II - BNY Mellon Dynamic Value ETF
|
|
|
|
|
|
GRZZX - Managed Portfolio Series - Leuthold Grizzly Short Fund
|
|
|
|
|
|
Marshall & Sterling Wealth Advisors Inc.
|
|
|
|
|
|
NLCAX - Voya EQUITY TRUST - Voya Large-Cap Growth Fund Class A
|
|
|
|
|
|
Pitcairn Co
|
|
|
|
|
|
ArrowMark Colorado Holdings LLC
|
|
|
|
|
|
TEQIX - Franklin Mutual Series Funds - Franklin Mutual Quest Fund Class A
|
|
|
|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
|
GPIGX - GPS Funds II - GuidePath(R) Growth and Income Fund
|
|
|
|
|
|
Umpqua Bank
|
|
|
|
|
|
MOAT - VanEck Vectors ETF Trust - VanEck Vectors Morningstar Wide Moat ETF
|
|
|
|
|
|
Welch & Forbes Llc
|
|
|
|
|
|
Providence Capital Advisors, LLC
|
|
|
|
|
|
Wealth Preservation Advisors, LLC
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
Norris Perne & French Llp/mi
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
OWTEX - OLD WESTBURY FUNDS INC - Old Westbury Total Equity Fund
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
|
|
|
|
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF
|
|
|
|
|
|
Burkett Financial Services, Llc
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
VMVIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Value Index Fund Investor Shares
|
|
|
|
|
|
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Morningstar SMID Moat Focus Index Fund (I)
|
|
|
|
|
|
Financial Advisory Corp /ut/ /adv
|
|
|
|
|
|
WestEnd Advisors, LLC
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
|
|
|
|
|
Ashton Thomas Private Wealth, LLC
|
|
|
|
|
|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
|
|
|
|
XML Financial, LLC
|
|
|
|
|
|
DLK Investment Management, LLC
|
|
|
|
|
|
USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF
|
|
|
|
|
|
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A
|
|
|
|
|
|
Scott & Selber, Inc.
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
Country Club Bank /gfn
|
|
|
|
|
|
Financial Network Wealth Advisors LLC
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
BLPIX - Profunds - Bull Profund Investor Class
|
|
|
|
|
|
Royal Capital Wealth Management, LLC
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
Maplelane Capital, Llc
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
OAKBX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Equity and Income Fund Investor Class
|
|
|
|
|
|
GALLX - GOLDMAN SACHS TRUST - Goldman Sachs Flexible Cap Fund Class A Shares
|
|
|
|
|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
|
|
|
|
|
Patten Group, Inc.
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
LS Investment Advisors, LLC
|
|
|
|
|
|
Spectrum Wealth Counsel, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Core Stock Portfolio
|
|
|
|
|
|
Summit Global Investments
|
|
|
|
|
|
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
Martin & Co Inc /tn/
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A)
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
Plante Moran Financial Advisors, LLC
|
|
|
|
|
|
Alpine Woods Capital Investors, Llc
|
|
|
|
|
|
MBOVX - M FUND INC - M Large Cap Value Fund
|
|
|
|
|
|
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
|
|
|
|
SOA Wealth Advisors, LLC.
|
|
|
|
|
|
GSMCX - GOLDMAN SACHS TRUST - Goldman Sachs Mid Cap Value Fund Institutional
|
|
|
|
|
|
FLQM - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Mid Cap Equity ETF
|
|
|
|
|
|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
Briaud Financial Planning, Inc
|
|
|
|
|
|
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
Strategic Investment Solutions, Inc. /IL
|
|
|
|
|
|
DAGVX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Dynamic Value Fund Class A
|
|
|
|
|
|
Segall Bryant & Hamill, Llc
|
|
|
|
|
|
Allen Wealth Management, Llc
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
VeraBank, N.A.
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
AlphaCore Capital LLC
|
|
|
|
|
|
BUFDX - BUFFALO FUNDS - Buffalo Dividend Focus Fund Investor Class
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
|
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
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|
WISEX - AZZAD FUNDS - Azzad Wise Capital Fund
|
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|
MetLife Investment Management, LLC
|
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|
Principle Wealth Partners Llc
|
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Bleakley Financial Group, LLC
|
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|
VVJEX - Voya EQUITY TRUST - Voya VACS Series MCV Fund
|
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|
HLAL - Listed Funds Trust - Wahed FTSE USA Shariah ETF
|
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|
Dendur Capital Lp
|
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|
Centiva Capital, LP
|
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FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
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Blair William & Co/il
|
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VCGAX - VALIC Co I - Growth & Income Fund
|
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|
Evercore Wealth Management, LLC
|
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|
BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class
|
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|
Atria Wealth Solutions, Inc.
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SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A
|
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|
Signaturefd, Llc
|
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Picton Mahoney Asset Management
|
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Troluce Capital Advisors LLC
|
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|
Texas Yale Capital Corp.
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Wealth Builder Fund Standard Class
|
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|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
|
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|
JHAAX - John Hancock Funds II - Multi-Asset Absolute Return Fund Class A
|
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|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
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|
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|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
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|
New Wave Wealth Advisors Llc
|
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|
BRYN MAWR TRUST Co
|
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EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
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|
MPGVX - Gallery Trust - Mondrian Global Equity Value Fund
|
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|
TDVG - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Dividend Growth ETF
|
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Old National Bancorp /in/
|
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Quilter Plc
|
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Private Wealth Management Group, LLC
|
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MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
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|
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|
VAGVX - VANGUARD WHITEHALL FUNDS - Vanguard Advice Select Global Value Fund Admiral Shares
|
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IFM Investors Pty Ltd
|
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Boston Private Wealth Llc
|
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SPIN - SSGA Active Trust - SPDR SSGA US Equity Premium Income ETF
|
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|
Susquehanna International Group, Llp
|
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AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A
|
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BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
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|
NS Partners Ltd
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Pnc Financial Services Group, Inc.
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Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
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FILFX - Fidelity Rutland Square Trust II - Strategic Advisers International Fund
|
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TCTC Holdings, LLC
|
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GVMCX - WILLIAMSBURG INVESTMENT TRUST - Government Street Mid-Cap Fund
|
|
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|
TD Waterhouse Canada Inc.
|
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|
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV
|
|
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|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
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|
Frazier Financial Advisors, LLC
|
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|
Bartlett & Co. Wealth Management Llc
|
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|
Fayez Sarofim & Co
|
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Mariner, LLC
|
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|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
|
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|
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|
SUNAMERICA SERIES TRUST - SA MFS Total Return Portfolio Class 1
|
|
|
|
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|
TWVLX - American Century Capital Portfolios Inc - Value Fund Investor Class
|
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|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
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|
Columbia Funds Variable Series Trust II - CTIVP - T. Rowe Price Large Cap Value Fund Class 1
|
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|
First Bank & Trust
|
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|
Natixis Advisors, L.p.
|
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|
Rhumbline Advisers
|
|
|
|
|
|
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares
|
|
|
|
|
|
AVMC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Equity ETF
|
|
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|
QDIV - Global X Funds - Global X S&P 500 Quality Dividend ETF
|
|
|
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|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
|
|
|
|
|
|
STXG - EA Series Trust - Strive 1000 Growth ETF
|
|
|
|
|
|
Beacon Investment Advisors Llc
|
|
|
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|
|
Van Eck Associates Corp
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
|
|
|
|
ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A
|
|
|
|
|
|
SPDG - SPDR SERIES TRUST - SPDR Portfolio S&P Sector Neutral Dividend ETF
|
|
|
|
|
|
Sirios Capital Management L P
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
|
|
|
|
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
|
|
|
|
|
|
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
|
|
|
|
|
|
Lipe & Dalton
|
|
|
|
|
|
Murphy & Mullick Capital Management Corp
|
|
|
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|
|
Janus Henderson Group Plc
|
|
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|
|
Larson Financial Group LLC
|
|
|
|
|
|
LOGIX - ADVISORS SERIES TRUST - Scharf Fund Institutional Class
|
|
|
|
|
|
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF
|
|
|
|
|
|
Stevens Capital Management Lp
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
Sunpointe, LLC
|
|
|
|
|
|
FDx Advisors, Inc.
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Core Equity Portfolio Initial Class
|
|
|
|
|
|
Solstein Capital, LLC
|
|
|
|
|
|
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group
|
|
|
|
|
|
EICVX - FundVantage Trust - EIC Value Fund Class A
|
|
|
|
|
|
Troy Asset Management Ltd
|
|
|
|
|
|
Mattson Financial Services, LLC
|
|
|
|
|
|
Osborne Partners Capital Management, Llc
|
|
|
|
|
|
Hilltop National Bank
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
SPUS - Tidal ETF Trust - SP Funds S&P 500 Sharia Industry Exclusions ETF
|
|
|
|
|
|
SHRT - Tidal ETF Trust - Gotham Short Strategies ETF
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
|
|
|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
|
|
|
BNY MELLON VARIABLE INVESTMENT FUND - Growth and Income Portfolio - Initial Shares
|
|
|
|
|
|
TEPLX - TEMPLETON GROWTH FUND INC - Templeton Growth Fund, Inc. Class A
|
|
|
|
|
|
Mark Asset Management Lp
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
|
|
|
|
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio
|
|
|
|
|
|
LOGOX - ADVISORS SERIES TRUST - Scharf Multi-Asset Opportunity Fund Institutional Class
|
|
|
|
|
|
Gentry Private Wealth, Llc
|
|
|
|
|
|
CAPE - DoubleLine ETF Trust - DoubleLine Shiller CAPE U.S. Equities ETF
|
|
|
|
|
|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
|
|
|
|
|
Red Tortoise LLC
|
|
|
|
|
|
PENN SERIES FUNDS INC - Mid Core Value Fund
|
|
|
|
|
|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
|
|
|
|
|
Sig Brokerage, Lp
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional
|
|
|
|
|
|
Renaissance Capital LLC
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
Crestwood Advisors Group LLC
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
TBG - EA Series Trust - TBG Dividend Focus ETF
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
Phoenix Holdings Ltd.
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
FBLEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Stock Selector Large Cap Value Fund
|
|
|
|
|
|
BUSA - 2023 ETF Series Trust - Brandes U.S. Value ETF
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
Point72 Asset Management, L.P.
|
|
|
|
|
|
Penserra Capital Management LLC
|
|
|
|
|
|
Profunds - Profund Vp Consumer Goods
|
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
|
|
|
|
Inceptionr Llc
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Multi-Cap Core Fund Class IA Shares
|
|
|
|
|
|
Sigma Planning Corp
|
|
|
|
|
|
Congress Wealth Management LLC / DE /
|
|
|
|
|
|
Robinson Smith Wealth Advisors Llc
|
|
|
|
|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
|
|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
|
|
|
|
|
DIVZ - Listed Funds Trust - TrueShares Low Volatility Equity Income ETF
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1
|
|
|
|
|
|
JIEMX - John Hancock Funds II - Equity Income Fund Class NAV
|
|
|
|
|
|
HIADX - Hartford Series Fund Inc - Hartford Dividend And Growth Hls Fund Ia
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
|
|
|
|
Pentwater Capital Management LP
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Morningstar Wide Moat Index Fund (A)
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
|
|
|
|
|
BISVX - Brown Advisory Funds - Brown Advisory Sustainable Value Fund Investor Shares
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
Pacer Advisors, Inc.
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Equity Income Fund (A)
|
|
|
|
|
|
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund
|
|
|
|
|
|
IMG Wealth Management, Inc.
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Value Fund (a)
|
|
|
|
|
|
FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
|
|
|
|
|
|
High Note Wealth, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA MFS Massachusetts Investors Trust Portfolio Class 1
|
|
|
|
|
|
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
|
|
|
|
|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Mid Cap Value Fund Institutional
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Income Portfolio
|
|
|
|
|
|
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
Essex Savings Bank
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
|
|
|
|
SkyView Investment Advisors, LLC
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
|
|
|
|
|
Ramirez Asset Management, Inc.
|
|
|
|
|
|
Cornerstone Wealth Group, LLC
|
|
|
|
|
|
Bellwether Advisors, LLC
|
|
|
|
|
|
Capital Fund Management S.a.
|
|
|
|
|
|
RFG Advisory, LLC
|
|
|
|
|
|
APG Asset Management N.V.
|
|
|
|
|
|
Pinney & Scofield, Inc.
|
|
|
|
|
|
TESIX - Franklin Mutual Series Funds - Franklin Mutual Shares Fund Class A
|
|
|
|
|
|
Williams Jones Wealth Management, LLC.
|
|
|
|
|
|
Aigen Investment Management, Lp
|
|
|
|
|
|
Deseret Mutual Benefit Administrators
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
|
|
|
|
|
|
Davidson Kempner Capital Management Lp
|
|
|
|
|
|
Ifrah Financial Services, Inc.
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
JMVNX - John Hancock Funds II - Mid Value Fund Class NAV
|
|
|
|
|
|
GRSPX - Total Fund Solution - Cromwell Greenspring Mid Cap Fund Institutional Class
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
|
|
|
|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
|
|
|
|
Loomis Sayles & Co L P
|
|
|
|
|
|
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
|
|
|
|
|
|
HHCAX - Highland Funds I - Highland Long/Short Healthcare Fund Class A
|
|
|
|
|
|
TRUE Private Wealth Advisors
|
|
|
|
|
|
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
|
|
|
|
|
|
Brandywine Global Investment Management, LLC
|
|
|
|
|
|
Pinnacle Associates Ltd
|
|
|
|
|
|
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund
|
|
|
|
|
|
MFSV - MFS Active Exchange Traded Funds Trust - MFS Active Value ETF
|
|
|
|
|
|
Jnl Series Trust - Jnl/wmc Value Fund (a)
|
|
|
|
|
|
Northstar Group, Inc.
|
|
|
|
|
|
Stansberry Asset Management, Llc
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
Mutual Of America Capital Management Llc
|
|
|
|
|
|
JHTRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 3 Fund Class R6
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Equity Income VIP Fund
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
Nissay Asset Management Corp /japan/ /adv
|
|
|
|
|
|
Alerus Financial Na
|
|
|
|
|
|
Vestmark Advisory Solutions, Inc.
|
|
|
|
|
|
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
CORDA Investment Management, LLC.
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
CVLFX - CULLEN FUNDS TRUST - Cullen Value Fund Class C
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
Missouri Trust & Investment Co
|
|
|
|
|
|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
Kingstone Capital Partners Texas, LLC
|
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|
Keener Financial Planning LLC
|
|
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|
Rakuten Investment Management, Inc.
|
|
|
|
|
|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
|
|
|
|
|
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
|
|
|
|
|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
|
|
|
|
|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
|
|
|
|
New England Capital Financial Advisors LLC
|
|
|
|
|
|
CLARET ASSET MANAGEMENT Corp
|
|
|
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|
Vance Wealth, Inc.
|
|
|
|
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MSTGX - Morningstar Funds Trust - Morningstar Global Income Fund
|
|
|
|
|
|
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF
|
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GATEX - Gateway Trust - Gateway Fund Class A Shares
|
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|
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Public Sector Pension Investment Board
|
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|
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Wolff Wiese Magana Llc
|
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First Pacific Financial
|
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SMOT - VanEck ETF Trust - VanEck Morningstar SMID Moat ETF
|
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Legacy Capital Wealth Partners, LLC
|
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StrongBox Wealth, LLC
|
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|
Violich Capital Management, Inc.
|
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LPL Financial LLC
|
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Capital World Investors
|
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Chevy Chase Trust Holdings, Inc.
|
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Wolverine Trading, Llc
|
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Brown Brothers Harriman & Co
|
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Atlantic Union Bankshares Corp
|
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Coho Partners, Ltd.
|
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Cibc World Markets Corp
|
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Twin Tree Management, LP
|
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State Street Corp
|
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Schechter Investment Advisors, LLC
|
|
|
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NMCAX - Voya EQUITY TRUST - Voya MidCap Opportunities Fund Class A
|
|
|
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|
|
Caisse Des Depots Et Consignations
|
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|
|
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|
Thompson Davis & Co., Inc.
|
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USS Investment Management Ltd
|
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|
Activest Wealth Management
|
|
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M&G Plc
|
|
|
|
|
|
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
|
|
|
|
|
Brighthouse Funds Trust II - MFS Total Return Portfolio Class A
|
|
|
|
|
|
FEQIX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income Fund
|
|
|
|
|
|
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class
|
|
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|
|
|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
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|
West Michigan Advisors, Llc
|
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|
Anfield Capital Management, LLC
|
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|
Kinloch Capital, LLC
|
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|
Atlantic Trust, LLC
|
|
|
|
|
|
Victory Variable Insurance Funds II - Victory Pioneer Mid Cap Value VCT Portfolio Class I
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
|
|
|
|
|
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares
|
|
|
|
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|
Northwest & Ethical Investments L.P.
|
|
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|
MML SERIES INVESTMENT FUND - MML Fundamental Value Fund Class II
|
|
|
|
|
|
Skba Capital Management Llc
|
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|
|
Millennium Management Llc
|
|
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|
Total Wealth Planning & Management, Inc.
|
|
|
|
|
|
DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
TRMCX - T. Rowe Price Mid-Cap Value Fund, Inc. - T. Rowe Price Mid-Cap Value Fund, Inc.
|
|
|
|
|
|
Kennon-Green & Company, LLC
|
|
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|
Slocum, Gordon & Co LLP
|
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|
Davis Capital Management
|
|
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|
Whittier Trust Co
|
|
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VSTIX - VALIC Co I - Stock Index Fund
|
|
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|
UBS Group AG
|
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|
Oddo Bhf Asset Management Sas
|
|
|
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|
Franklin Templeton Variable Insurance Products Trust - Templeton Growth Vip Fund Class 1
|
|
|
|
|
|
FRBSX - Franklin Value Investors Trust - Franklin Mutual U.s. Value Fund Class A
|
|
|
|
|
|
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
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|
Mizuho Securities Usa Llc
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
Brighthouse Funds Trust I - T. Rowe Price Large Cap Value Portfolio Class A
|
|
|
|
|
|
DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares
|
|
|
|
|
|
Stephenson National Bank & Trust
|
|
|
|
|
|
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
|
|
|
|
|
Mayar Capital Ltd.
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
|
|
|
|
LVPIX - Profunds - Large-cap Value Profund Investor Class
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
Beverly Hills Private Wealth, LLC
|
|
|
|
|
|
Erste Asset Management GmbH
|
|
|
|
|
|
Westside Investment Management, Inc.
|
|
|
|
|
|
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
|
|
|
|
|
|
CNPIX - Profunds - Consumer Goods Ultrasector Profund Investor Class
|
|
|
|
|
|
Railway Pension Investments Ltd
|
|
|
|
|
|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
|
|
|
|
|
DBALX - WILLIAMSBURG INVESTMENT TRUST - Davenport Balanced Income Fund
|
|
|
|
|
|
Viking Fund Management Llc
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
DLHAX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Healthcare Fund Class A
|
|
|
|
|
|
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C
|
|
|
|
|
|
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3
|
|
|
|
|
|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
|
|
|
|
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
|
|
|
|
|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Select Mid Cap Managed Volatility Fund Standard Class
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
Beech Hill Advisors, Inc.
|
|
|
|
|
|
Bradyco, Inc.
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
Illinois Municipal Retirement Fund
|
|
|
|
|
|
Nordea Investment Management Ab
|
|
|
|
|
|
AOBLX - Pioneer Series Trust IV - Pioneer Balanced ESG Fund : Class A
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
Douglas Lane & Associates, LLC
|
|
|
|
|
|
MJT & Associates Financial Advisory Group, Inc.
|
|
|
|
|
|
Bollard Group LLC
|
|
|
|
|
|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
|
|
|
|
|
Concentric Capital Strategies, LP
|
|
|
|
|
|
Lansforsakringar Fondforvaltning AB (publ)
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
TMSRX - T. Rowe Price Multi-Strategy Total Return Fund, Inc. - T. Rowe Price Multi-Strategy Total Return Fund
|
|
|
|
|
|
Korea Investment CORP
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
SummitTX Capital, L.P.
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
Banco Santander, S.A.
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
Versor Investments LP
|
|
|
|
|
|
MEIAX - MFS SERIES TRUST I - MFS Value Fund A
|
|
|
|
|
|
Virtu Financial LLC
|
|
|
|
|
|
Intech Investment Management Llc
|
|
|
|
|
|
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares
|
|
|
|
|
|
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
Great Lakes Advisors, Llc
|
|
|
|
|
|
Shay Capital LLC
|
|
|
|
|
|
Titleist Asset Management, Llc
|
|
|
|
|
|
FGIRX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth & Income Fund Class A
|
|
|
|
|
|
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
|
|
|
|
|
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Mid Cap Value Portfolio Class IB
|
|
|
|
|
|
ASR Vermogensbeheer N.V.
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
Coastal Bridge Advisors, LLC
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
Group One Trading, L.p.
|
|
|
|
|
|
RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
GFVAX - GOLDMAN SACHS TRUST - Goldman Sachs Focused Value Fund Class A Shares
|
|
|
|
|
|
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
Bck Capital Management Lp
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
Horrell Capital Management, Inc.
|
|
|
|
|
|
RND - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Bloomberg R&D Leaders ETF
|
|
|
|
|
|
Mbb Public Markets I Llc
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
Panagora Asset Management Inc
|
|
|
|
|
|
JEPAX - JPMORGAN TRUST IV - JPMorgan Equity Premium Income Fund Class A
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
PRGSX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Stock Fund
|
|
|
|
|
|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
Cove Private Wealth, LLC
|
|
|
|
|
|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Large Cap Value Fund Institutional
|
|
|
|
|
|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
Zurich Insurance Group Ltd/FI
|
|
|
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
|
|
|
|
|
|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
|
|
|
|
49 Wealth Management, Llc
|
|
|
|
|
|
Insigneo Advisory Services, Llc
|
|
|
|
|
|
Evergreen Wealth Solutions, LLC
|
|
|
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
|
|
|
|
|
|
FCLKX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock K6 Fund
|
|
|
|
|
|
Johnson Financial Group, Inc.
|
|
|
|
|
|
SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF
|
|
|
|
|
|
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA World Equity Income Fund Class P
|
|
|
|
|
|
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
|
|
|
|
|
Sound Financial Strategies Group, LLC
|
|
|
|
|
|
VCSAX - VANGUARD WORLD FUND - Vanguard Consumer Staples Index Fund Admiral Shares
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
FBCV - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Value ETF
|
|
|
|
|
|
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F
|
|
|
|
|
|
Asset Planning,Inc
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
Prudential Plc
|
|
|
|
|
|
FAVFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Fund Class A
|
|
|
|
|
|
IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A
|
|
|
|
|
|
Deroy & Devereaux Private Investment Counsel Inc
|
|
|
|
|
|
Ellevest, Inc.
|
|
|
|
|
|
Guardian Capital Lp
|
|
|
|
|
|
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
|
|
|
|
|
JAGWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Value Trust NAV
|
|
|
|
|
|
DDVAX - Delaware Group Equity Funds Ii - Delaware Value Fund Class A
|
|
|
|
|
|
Perpetual Ltd
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
HBK Sorce Advisory LLC
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
Avanza Fonder AB
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
FDCAX - FIDELITY CAPITAL TRUST - Fidelity Capital Appreciation Fund
|
|
|
|
|
|
Wealth Advisory Solutions, LLC
|
|
|
|
|
|
Tcw Group Inc
|
|
|
|
|
|
Azzad Asset Management Inc /adv
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
TQMVX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Value Equity Fund
|
|
|
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
|
|
|
|
|
Epoch Investment Partners, Inc.
|
|
|
|
|
|
UniSuper Management Pty Ltd
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
Onefund, Llc
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
Machina Capital S.a.s.
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
Leo Wealth, LLC
|
|
|
|
|
|
DDDAX - Northern Lights Fund Trust - 13D Activist Fund Class A
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
|
|
|
IMC-Chicago, LLC
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
B & T Capital Management DBA Alpha Capital Management
|
|
|
|
|
|
FFLC - FIDELITY COVINGTON TRUST - Fidelity New Millennium ETF
|
|
|
|
|
|
Ivy Variable Insurance Portfolios - Ivy VIP Value Class II
|
|
|
|
|
|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
Capital Investment Advisors, LLC
|
|
|
|
|
|
Wallington Asset Management, LLC
|
|
|
|
|
|
Columbus Macro, LLC
|
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
|
|
|
|
Point72 (DIFC) Ltd
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
BWNYX - BULLFINCH FUND INC - Greater Western New York Series
|
|
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Rodgers Brothers Inc.
|
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THRIVENT SERIES FUND INC - Thrivent Large Cap Value Portfolio Class A
|
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|
MXEQX - GREAT-WEST FUNDS INC - Great-West Large Cap Value Fund Investor Class
|
|
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|
Blackhawk Capital Partners LLC.
|
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|
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JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
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|
CIBC World Markets Inc.
|
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|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
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|
Private Advisor Group, LLC
|
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|
Candlestick Capital Management LP
|
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Snowden Capital Advisors LLC
|
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|
Huber Capital Management LLC
|
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|
VGWAX - VANGUARD WORLD FUND - Vanguard Global Wellington Fund Admiral Shares
|
|
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|
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|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
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|
Banque Transatlantique SA
|
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OALVX - Optimum Fund Trust - Optimum Large Cap Value Fund Class A
|
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|
Trust Co
|
|
|
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|
Procyon Private Wealth Partners, LLC
|
|
|
|
|
|
TPHE - TIMOTHY PLAN - Timothy Plan High Dividend Stock Enhanced ETF
|
|
|
|
|
|
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF
|
|
|
|
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|
MUTUAL OF AMERICA INVESTMENT CORP - Mid Cap Value Fund Class
|
|
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|
Clal Insurance Enterprises Holdings Ltd
|
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|
JPIVX - JPMorgan Trust I - JPMorgan Intrepid Value Fund Class I
|
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Wills Financial Group LLC
|
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CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund
|
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|
First Horizon Advisors, Inc.
|
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MITTX - MASSACHUSETTS INVESTORS TRUST - Massachusetts Investors Trust A
|
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Dai-Ichi Life Insurance Company, Ltd
|
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|
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund
|
|
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|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y
|
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|
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|
JHDRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 2 Fund Class R6
|
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|
Richard Bernstein Advisors LLC
|
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|
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|
EQ ADVISORS TRUST - EQ/MFS International Value Portfolio Class IB
|
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|
White Pine Capital Llc
|
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Arrowstreet Capital, Limited Partnership
|
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AMF Pensionsforsakring AB
|
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|
First Command Advisory Services, Inc.
|
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|
Adage Capital Partners Gp, L.l.c.
|
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FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA WORLD EQUITY INCOME SERIES
|
|
|
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|
GoalVest Advisory LLC
|
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STFGX - Advisers Investment Trust - State Farm Growth Fund
|
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|
Ancora Advisors, LLC
|
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Aqr Capital Management Llc
|
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INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
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|
Mackenzie Financial Corp
|
|
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|
TEMWX - TEMPLETON FUNDS - Templeton World Fund Class A
|
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THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A
|
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Transcend Wealth Collective, Llc
|
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|
Foyston, Gordon, & Payne Inc
|
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|
Abn Amro Investment Solutions
|
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|
CoreCap Advisors, LLC
|
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|
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|
Bokf, Na
|
|
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|
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
|
|
|
|
|
Commerzbank Aktiengesellschaft /fi
|
|
|
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|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
|
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|
|
ELCO Management Co., LLC
|
|
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|
Modus Advisors, LLC
|
|
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|
HighPoint Advisor Group LLC
|
|
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|
Almanack Investment Partners, LLC.
|
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|
GSIIX - GOLDMAN SACHS TRUST - Goldman Sachs Equity Income Fund Institutional
|
|
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|
|
|
South Dakota Investment Council
|
|
|
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|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
|
|
|
|
Strengthening Families & Communities, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Consumers Staples Sector Fund (A)
|
|
|
|
|
|
Fulton Bank, N.a.
|
|
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|
|
|
Fieldview Capital Management, LLC
|
|
|
|
|
|
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A
|
|
|
|
|
|
B. Metzler seel. Sohn & Co. AG
|
|
|
|
|
|
Princeton Global Asset Management LLC
|
|
|
|
|
|
Wedbush Securities Inc
|
|
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|
|
|
Birch Hill Investment Advisors LLC
|
|
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|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - Dividend Growth Portfolio Class I
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
|
|
|
|
|
Woodline Partners LP
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
|
|
TEQI - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Equity Income ETF
|
|
|
|
|
|
Malaga Cove Capital, LLC
|
|
|
|
|
|
STXV - EA Series Trust - Strive 1000 Value ETF
|
|
|
|
|
|
Brown Financial Advisors
|
|
|
|
|
|
Benedict Financial Advisors Inc
|
|
|
|
|
|
KNG - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Cboe Vest S&P 500 Dividend Aristocrats Target Income ETF
|
|
|
|
|
|
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
|
|
|
|
|
|
HIACX - Hartford Series Fund Inc - Hartford Capital Appreciation Hls Fund Ia
|
|
|
|
|
|
ITEAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Equity Income Portfolio Class ADV
|
|
|
|
|
|
Horizon Kinetics Asset Management Llc
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Value
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
Cary Street Partner Investment Advisory Llc
|
|
|
|
|
|
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF
|
|
|
|
|
|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Large Cap Disciplined Value VIP Fund
|
|
|
|
|
|
IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF
|
|
|
|
|
|
DGEFX - Brinker Capital Destinations Trust - Destinations Equity Income Fund Class I
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional
|
|
|
|
|
|
Ofi Invest Asset Management
|
|
|
|
|
|
Adalta Capital Management LLC
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I
|
|
|
|
|
|
BIGRX - American Century Quantitative Equity Funds, Inc. - Income & Growth Fund Investor Class
|
|
|
|
|
|
Weiss Asset Management LP
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
NOSIX - Northern Funds - Northern Stock Index Fund
|
|
|
|
|
|
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
KNGAX - World Funds Trust - CBOE Vest S&P 500 Dividend Aristocrats Target Income Fund Class A Shares
|
|
|
|
|
|
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF
|
|
|
|
|
|
SVAAX - FEDERATED EQUITY FUNDS - Federated Strategic Value Dividend Fund Class A Shares
|
|
|
|
|
|
Jefferies Financial Group Inc.
|
|
|
|
|
|
Access Investment Management LLC
|
|
|
|
|
|
Rafferty Asset Management, LLC
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
S.A. Mason LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP MFS Value Fund Standard Class
|
|
|
|
|
|
Twinbeech Capital Lp
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1
|
|
|
|
|
|
Advantage Trust Co
|
|
|
|
|
|
Eventide Asset Management, Llc
|
|
|
|
|
|
Clarius Group, LLC
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
|
CWA Asset Management Group, LLC
|
|
|
|
|
|
Accel Wealth Management
|
|
|
|
|
|
QUVU - Hartford Funds Exchange-Traded Trust - Hartford Quality Value ETF
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
Candriam Luxembourg S.C.A.
|
|
|
|
|
|
Scarborough Advisors, LLC
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
JHQAX - JPMorgan Trust I - JPMorgan Hedged Equity Fund Class A
|
|
|
|
|
|
Crewe Advisors LLC
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
Main Street Group, LTD
|
|
|
|
|
|
Easterly Investment Partners Llc
|
|
|
|
|
|
Argentarii, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Value Fund Standard Class II
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
Modern Wealth Management, LLC
|
|
|
|
|
|
TPLE - TIMOTHY PLAN - Timothy Plan US Large/Mid Cap Core Enhanced ETF
|
|
|
|
|
|
Daiwa Securities Group Inc.
|
|
|
|
|
|
IVE - iSHARES TRUST - iShares S&P 500 Value ETF
|
|
|
|
|
|
BI Asset Management Fondsmaeglerselskab A/S
|
|
|
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
|
|
|
|
|
Avalon Trust Co
|
|
|
|
|
|
Great West Life Assurance Co /can/
|
|
|
|
|
|
International Assets Investment Management, Llc
|
|
|
|
|
|
Mather Group, Llc.
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
Rnc Capital Management Llc
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
Maverick Capital Ltd
|
|
|
|
|
|
Itau Unibanco Holding S.A.
|
|
|
|
|
|
Wellspring Financial Advisors, LLC
|
|
|
|
|
|
Longfellow Investment Management Co Llc
|
|
|
|
|
|
MML Series Investment Fund II - MML Equity Fund Initial Class
|
|
|
|
|
|
MNCSX - Mercer Funds - Mercer Non-US Core Equity Fund Class I
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
|
|
|
|
|
Axq Capital, Lp
|
|
|
|
|
|
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF
|
|
|
|
|
|
Jacobs & Co/ca
|
|
|
|
|
|
OUSA - ALPS ETF Trust - ALPS | O'Shares U.S. Quality Dividend ETF Shares
|
|
|
|
|
|
CDC - Victory Portfolios II - VictoryShares US EQ Income Enhanced Volatility Wtd ETF
|
|
|
|
|
|
Scopus Asset Management, L.p.
|
|
|
|
|
|
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class
|
|
|
|
|
|
Pineridge Advisors LLC
|
|
|
|
|
|
Glenview Trust Co
|
|
|
|
|
|
iA Global Asset Management Inc.
|
|
|
|
|
|
Port Capital LLC
|
|
|
|
|
|
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund
|
|
|
|
|
|
BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class
|
|
|
|
|
|
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
Cullen Capital Management, LLC
|
|
|
|
|
|
DLQAX - BNY Mellon Investment Funds V, Inc. - BNY Mellon Large Cap Equity Fund Class A
|
|
|
|
|
|
MBNAX - MAINSTAY FUNDS TRUST - MainStay Balanced Fund Class A
|
|
|
|
|
|
SWANX - SCHWAB CAPITAL TRUST - Schwab Core Equity Fund
|
|
|
|
|
|
MWMIX - VanEck Funds - VanEck Morningstar Wide Moat Fund Class I
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
Third Point LLC
|
|
|
|
|
|
Brookstone Capital Management
|
|
|
|
|
|
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
|
|
|
|
|
|
Clear Investment Research, Llc
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
GSLIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Fund Institutional
|
|
|
|
|
|
KLCM Advisors, Inc.
|
|
|
|
|
|
DecisionPoint Financial, LLC
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
Traub Capital Management LLC
|
|
|
|
|
|
Varma Mutual Pension Insurance Co
|
|
|
|
|
|
Sierra Ocean, Llc
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
|
|
|
|
|
Stonehage Fleming Financial Services Holdings Ltd
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
Nvwm, Llc
|
|
|
|
|
|
FEKFX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income K6 Fund
|
|
|
|
|
|
MSFRX - MFS SERIES TRUST V - MFS Total Return Fund A
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian All Cap Core VIP Fund
|
|
|
|
|
|
GVEYX - GuideStone Funds - VALUE EQUITY FUND Institutional
|
|
|
|
|
|
Valued Wealth Advisors LLC
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
Sittner & Nelson, Llc
|
|
|
|
|
|
Ag2r La Mondiale Gestion D'actifs
|
|
|
|
|
|
Cobblestone Capital Advisors Llc /ny/
|
|
|
|
|
|
Forest Avenue Capital Management LP
|
|
|
|
|
|
Hudson Bay Capital Management LP
|
|
|
|
|
|
RAYD - Advisors' Inner Circle Fund III - Rayliant Quantitative Developed Market Equity ETF
|
|
|
|
|
|
Nuveen Multi-Asset Income Fund
|
|
|
|
|
|
GEND - Spinnaker ETF Series - Genter Capital Dividend Income ETF
|
|
|
|
|
|
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco ESG S&P 500 Equal Weight ETF
|
|
|
|
|
|
MPISX - BNY MELLON FUNDS TRUST - BNY Mellon Income Stock Fund Class M Shares
|
|
|
|
|
|
Investors Research Corp
|
|
|
|
|
|
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Global Responsibility Equity Fund Class A
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
Trifecta Capital Advisors, LLC
|
|
|
|
|
|
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc.
|
|
|
|
|
|
Norinchukin Bank, The
|
|
|
|
|
|
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
|
|
|
|
|
Code Waechter LLC
|
|
|
|
|
|
Hancock Whitney Corp
|
|
|
|
|
|
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
|
|
|
|
|
|
TVAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Value ETF
|
|
|
|
|
|
Mill Creek Capital Advisors, LLC
|
|
|
|
|
|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
|
|
|
|
|
Total Investment Management Inc
|
|
|
|
|
|
Anderson Hoagland & Co
|
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HELO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF
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TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
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National Pension Service
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Richard W. Paul & Associates, LLC
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Nicholas Company, Inc.
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FLV - AMERICAN CENTURY ETF TRUST - American Century Focused Large Cap Value ETF
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Keudell/Morrison Wealth Management
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Franklin Templeton Global Equity Managed Volatility Fund Standard Class
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StoneX Group Inc.
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Profund Advisors Llc
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MFS VARIABLE INSURANCE TRUST III - MFS Mid Cap Value Portfolio Initial Class
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GTAPX - GLENMEDE FUND INC - Quantitative U.S. Long/Short Equity Portfolio
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Northern Trust Corp
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Dunhill Financial, LLC
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Quantinno Capital Management LP
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PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
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Meiji Yasuda Asset Management Co Ltd.
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Equity Investment Corp
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Spire Wealth Management
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Profunds - Profund Vp Bull
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NewSquare Capital LLC
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SHP ETF Trust - NEOS S&P 500(R) High Income ETF
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MML Series Investment Fund II - MML Equity Rotation Fund Class II
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Saturna Capital CORP
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FALAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Large Cap Fund Class A
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Graney & King, LLC
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JNL SERIES TRUST - JNL/JPMorgan Hedged Equity Fund (A)
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QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
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AlphaStar Capital Management, LLC
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HULIX - ADVISORS SERIES TRUST - Huber Capital Equity Income Fund Investor Class
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Commerce Bank
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DELAWARE VIP TRUST - Delaware VIP Total Return Series Service
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Standard Life Aberdeen plc
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Allen Mooney & Barnes Investment Advisors LLC
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Schonfeld Strategic Advisors LLC
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California State Teachers Retirement System
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Highland Capital Management Fund Advisors, L.p.
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Meridian Investment Counsel Inc.
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Bank Of Montreal /can/
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Howard Hughes Medical Institute
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TPHD - TIMOTHY PLAN - Timothy Plan High Dividend Stock ETF
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Profunds - Profund Vp Ultrabull
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Oppenheimer Asset Management Inc.
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MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
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Jfs Wealth Advisors, Llc
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Ceera Investments, Llc
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FDETX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Capital Development Fund Class O
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FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund
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IEDAX - Voya EQUITY TRUST - Voya Large Cap Value Fund Class A
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EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB
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Northwestern Mutual Wealth Management Co
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SBI Securities Co., Ltd.
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Plato Investment Management Ltd
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TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R
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EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF
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POPFX - Managed Portfolio Series - Prospector Opportunity Fund
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Hilltop Holdings Inc.
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Institutional Investment Strategy Fund
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PCLVX - PACE SELECT ADVISORS TRUST - PACE Large Co Value Equity Investments Class P
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FGRTX - FIDELITY HASTINGS STREET TRUST - Fidelity Mega Cap Stock Fund
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SAM Advisors, LLC
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Ethic Inc.
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Principia Wealth Advisory, LLC
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DAACX - Adviser Managed Trust - Diversified Equity Fund
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Skandinaviska Enskilda Banken AB (publ)
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JPME - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF
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DMCVX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Opportunistic Midcap Value Fund Class A
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SPYD - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 High Dividend ETF
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Wesleyan Assurance Society
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BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio
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TWEIX - American Century Capital Portfolios Inc - Equity Income Fund Investor Class
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Prospector Partners Llc
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BVPIX - FORUM FUNDS II - Baywood ValuePlus Fund Institutional Shares
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SPHQ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Quality ETF
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AQLT - iSHARES TRUST - iShares MSCI Global Quality Factor ETF
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Cresset Asset Management, LLC
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Stonegate Investment Group, LLC
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USRD - Themes ETF Trust - Themes US R&D Champions ETF
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GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class
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Revisor Wealth Management LLC
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SUSSX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional U.S. Equity Fund Service Class
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Beacon Investment Advisory Services, Inc.
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Arlington Partners LLC
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USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
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SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
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AUXAX - FORUM FUNDS - Auxier Focus Fund A Shares
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Fmr Llc
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SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund
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Transamerica Financial Advisors, Inc.
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SPHD - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Low Volatility ETF
|
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MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
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Meridian Financial Partners LLC
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