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Transamerica Financial Advisors, Inc.
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|
|
|
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|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
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|
|
|
|
BTMFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Midcap Fund
|
|
|
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|
SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I
|
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|
City State Bank
|
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|
Susquehanna Fundamental Investments, Llc
|
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Mutual Advisors, LLC
|
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|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
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|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
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|
First Financial Bank - Trust Division
|
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|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
New Age Alpha Advisors, LLC
|
|
|
|
|
|
ISAM Funds (UK) Ltd
|
|
|
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|
Resources Investment Advisors, LLC.
|
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|
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|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
|
|
|
|
|
Frazier Financial Advisors, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
Bright Rock Capital Management, Llc
|
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|
Asset Management One Co., Ltd.
|
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|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
SCHM - SCHWAB STRATEGIC TRUST - Schwab U.S. Mid-Cap ETF
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
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|
|
|
|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
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|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
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|
|
Jump Financial, LLC
|
|
|
|
|
|
AXMNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Mid Cap Multi-Style Fund Acclivity Mid Cap Multi-Style N Shares
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
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|
Envestnet Asset Management Inc
|
|
|
|
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|
DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A
|
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|
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|
Ci Investments Inc.
|
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|
Global X Japan Co., Ltd.
|
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
|
|
|
|
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A
|
|
|
|
|
|
PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF
|
|
|
|
|
|
JGP Wealth Management, LLC
|
|
|
|
|
|
FSCS - FIRST TRUST EXCHANGE-TRADED FUND VI - Mid Cap US Equity Select ETF
|
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|
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|
ExodusPoint Capital Management, LP
|
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|
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A
|
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|
SGFFX - SPARROW FUNDS - Sparrow Growth Fund Class A
|
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|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
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|
SMMD - iSHARES TRUST - iShares Russell 2500 ETF
|
|
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|
Sumitomo Mitsui Trust Holdings, Inc.
|
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|
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
|
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|
Schonfeld Strategic Advisors LLC
|
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|
Savvy Advisors, Inc.
|
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|
BlackRock, Inc.
|
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|
Markel Corp
|
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
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|
Brady Family Wealth, Llc
|
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|
Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K
|
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|
Mattern Wealth Management LLC
|
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|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
|
|
SPYG - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Growth ETF
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
|
|
|
|
ESCQX - Harbor Funds II - Embark Small Cap Equity Fund Retirement Class
|
|
|
|
|
|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
|
|
|
|
Candriam Luxembourg S.C.A.
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Value
|
|
|
|
|
|
IETC - iShares U.S. ETF Trust - iShares Evolved U.S. Technology ETF
|
|
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|
Ameriprise Financial Inc
|
|
|
|
|
|
Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
|
|
|
|
|
SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
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|
Td Private Client Wealth Llc
|
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|
Hartford Investment Management Co
|
|
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|
|
BI Asset Management Fondsmaeglerselskab A/S
|
|
|
|
|
|
SFSNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Small Company Index Fund Institutional Shares
|
|
|
|
|
|
CIPMX - Advisors' Inner Circle Fund II - CHAMPLAIN MID CAP FUND ADVISOR SHARES
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
|
|
|
|
|
Saybrook Capital /nc
|
|
|
|
|
|
WealthTrak Capital Management LLC
|
|
|
|
|
|
Peapack Gladstone Financial Corp
|
|
|
|
|
|
Stephens Inc /ar/
|
|
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|
|
|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
|
|
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
Delta Global Management LP
|
|
|
|
|
|
Legacy Financial Strategies, LLC
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
EAASX - EATON VANCE GROWTH TRUST - Eaton Vance Atlanta Capital SMID-Cap Fund Class A
|
|
|
|
|
|
Novem Group
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
American Capital Management Inc
|
|
|
|
|
|
Norges Bank
|
|
|
|
|
|
Estabrook Capital Management
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
|
|
|
|
BARAX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON ASSET FUND
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
|
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
|
|
|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
|
|
|
|
|
|
Tredje AP-fonden
|
|
|
|
|
|
Johnson Financial Group, Inc.
|
|
|
|
|
|
SPLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
|
|
|
|
|
|
Wesbanco Bank Inc
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
Connable Office Inc
|
|
|
|
|
|
Kinneret Advisory, LLC
|
|
|
|
|
|
Naples Global Advisors, Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
BQMGX - TRUST FOR PROFESSIONAL MANAGERS - Bright Rock Mid Cap Growth Fund Institutional Class Shares
|
|
|
|
|
|
GLBL - Pacer Funds Trust - Pacer MSCI World Industry Advantage ETF
|
|
|
|
|
|
HAPY - Harbor ETF Trust - Harbor Corporate Culture Leaders ETF
|
|
|
|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
Alps Advisors Inc
|
|
|
|
|
|
CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
FDLO - FIDELITY COVINGTON TRUST - Fidelity Low Volatility Factor ETF
|
|
|
|
|
|
Burkett Financial Services, Llc
|
|
|
|
|
|
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
FEUS - FlexShares Trust - FlexShares ESG & Climate US Large Cap Core Index Fund
|
|
|
|
|
|
Aster Capital Management (DIFC) Ltd
|
|
|
|
|
|
Robertson Stephens Wealth Management, LLC
|
|
|
|
|
|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
|
|
|
|
|
VCULX - VALIC Co I - Growth Fund
|
|
|
|
|
|
Knollwood Investment Advisory, LLC
|
|
|
|
|
|
Y-Intercept (Hong Kong) Ltd
|
|
|
|
|
|
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A
|
|
|
|
|
|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
|
|
|
|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
BTEFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Equity Fund
|
|
|
|
|
|
MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF
|
|
|
|
|
|
CBOE Vest Financial, LLC
|
|
|
|
|
|
Argent Capital Management Llc
|
|
|
|
|
|
GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
Lindenwold Advisors
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
SNPG - DBX ETF TRUST - Xtrackers S&P 500 Growth ESG ETF
|
|
|
|
|
|
Lummis Asset Management, LP
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
|
|
|
|
|
QUSA - Tidal Trust III - VistaShares Target 15 USA Quality Income ETF
|
|
|
|
|
|
Axxcess Wealth Management, Llc
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
BTBFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Asset Management Fund
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A
|
|
|
|
|
|
Valmark Advisers, Inc.
|
|
|
|
|
|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
|
|
|
|
Retirement Systems of Alabama
|
|
|
|
|
|
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
Natixis
|
|
|
|
|
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
|
|
|
|
|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
Shepherd Financial Partners LLC
|
|
|
|
|
|
Intech Investment Management Llc
|
|
|
|
|
|
MetLife Investment Management, LLC
|
|
|
|
|
|
Nilsine Partners, LLC
|
|
|
|
|
|
Crews Bank & Trust
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
Tokio Marine Asset Management Co Ltd
|
|
|
|
|
|
Gabelli Funds Llc
|
|
|
|
|
|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
Radnor Capital Management, LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
Fullcircle Wealth Llc
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
JNVIX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Value Fund - I Shares
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
WestEnd Advisors, LLC
|
|
|
|
|
|
Bennett Selby Investments Lp
|
|
|
|
|
|
Edmond De Rothschild Holding S.a.
|
|
|
|
|
|
Institute for Wealth Management, LLC.
|
|
|
|
|
|
CDGRX - Copeland Trust - Copeland Risk Managed Dividend Growth Fund Class A shares
|
|
|
|
|
|
CSM - PROSHARES TRUST - ProShares Large Cap Core Plus
|
|
|
|
|
|
Penobscot Investment Management Company, Inc.
|
|
|
|
|
|
Handelsbanken Fonder AB
|
|
|
|
|
|
Camden Capital, LLC
|
|
|
|
|
|
VFAIX - VANGUARD WORLD FUND - Vanguard Financials Index Fund Admiral Shares
|
|
|
|
|
|
Toth Financial Advisory Corp
|
|
|
|
|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
|
|
|
|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
|
|
|
|
Parsons Capital Management Inc/ri
|
|
|
|
|
|
Ninety One UK Ltd
|
|
|
|
|
|
Cerro Pacific Wealth Advisors LLC
|
|
|
|
|
|
GINN - Goldman Sachs ETF Trust - Goldman Sachs Innovate Equity ETF
|
|
|
|
|
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
|
|
|
|
Townsquare Capital Llc
|
|
|
|
|
|
Palisade Asset Management, LLC
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
|
|
|
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares
|
|
|
|
|
|
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
Core Alternative Capital
|
|
|
|
|
|
Keeler THomas Management LLC
|
|
|
|
|
|
Motco
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
Kesler, Norman & Wride, LLC
|
|
|
|
|
|
Arrowstreet Capital, Limited Partnership
|
|
|
|
|
|
STXG - EA Series Trust - Strive 1000 Growth ETF
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2
|
|
|
|
|
|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Apeiron RIA LLC
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
Martin Investment Management, LLC
|
|
|
|
|
|
Tilia Fiduciary Partners, Inc.
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Large Cap Growth Fund Initial Class
|
|
|
|
|
|
Marshall Financial Group LLC
|
|
|
|
|
|
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
|
|
|
|
|
Profund Advisors Llc
|
|
|
|
|
|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I
|
|
|
|
|
|
FSUVX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Low Volatility Index Fund
|
|
|
|
|
|
Palumbo Wealth Management LLC
|
|
|
|
|
|
Delta Asset Management Llc/tn
|
|
|
|
|
|
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
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QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
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|
Sanibel Captiva Trust Company, Inc.
|
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|
Roberts Glore & Co Inc /il/
|
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FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund
|
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|
Contravisory Investment Management, Inc.
|
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|
Wolverine Trading, Llc
|
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|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
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|
Whipplewood Advisors, LLC
|
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|
Canada Post Corp Registered Pension Plan
|
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|
Centennial Bank/AR/
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Geneos Wealth Management Inc.
|
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|
VIRTUS VARIABLE INSURANCE TRUST - Virtus KAR Small-Cap Growth Series Class A
|
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|
Vestmark Advisory Solutions, Inc.
|
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Norinchukin Bank, The
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IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF
|
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JustInvest LLC
|
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Blair William & Co/il
|
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Banco Santander, S.A.
|
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Everett Harris & Co /ca/
|
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D.B. Root & Company, LLC
|
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|
JSTC - Tidal ETF Trust - Adasina Social Justice All Cap Global ETF
|
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|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
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Balyasny Asset Management Llc
|
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XLF - SELECT SECTOR SPDR TRUST - The Financial Select Sector SPDR Fund
|
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|
IAI - iSHARES TRUST - iShares U.S. Broker-Dealers & Securities Exchanges ETF
|
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NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
|
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|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
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Ubs Asset Management Americas Inc
|
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CFAGX - COMMERCE FUNDS - The MidCap Growth Fund Shares
|
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|
Qrg Capital Management, Inc.
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UYG - PROSHARES TRUST - ProShares Ultra Financials
|
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SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
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|
TANDX - PFS FUNDS - Castle Tandem Fund Institutional
|
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|
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
|
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|
DnB Asset Management AS
|
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Chicago Capital, LLC
|
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PFG Advisors
|
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|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
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|
Washington Trust Advisors, Inc.
|
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Voloridge Investment Management, Llc
|
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MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
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|
Mcdonald Partners Llc
|
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Cromwell Holdings LLC
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Standard Life Aberdeen plc
|
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Creative Capital Management Investments LLC
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Impax Asset Management Group plc
|
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BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
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Integrated Wealth Concepts LLC
|
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|
CIBC World Markets Inc.
|
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Andina Capital Management, LLC
|
|
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|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
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|
Advisors Preferred, LLC
|
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MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
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SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
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IFM Investors Pty Ltd
|
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BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund
|
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BGRFX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON GROWTH FUND
|
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IYG - iSHARES TRUST - iShares U.S. Financial Services ETF
|
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SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
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Mission Wealth Management, Lp
|
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Voya Investment Management Llc
|
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TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
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|
CIBC Private Wealth Group, LLC
|
|
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|
|
|
VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares
|
|
|
|
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|
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
|
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|
Stock Yards Bank & Trust Co
|
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|
BFOR - ALPS ETF Trust - Barron's 400 ETF
|
|
|
|
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|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
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Coastal Bridge Advisors, LLC
|
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|
Coastline Trust Co
|
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|
PENN SERIES FUNDS INC - Index 500 Fund
|
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|
Colony Group, LLC
|
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|
Leavell Investment Management, Inc.
|
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|
Northwestern Mutual Wealth Management Co
|
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VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF
|
|
|
|
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|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
|
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|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
KMID - Virtus ETF Trust II - Virtus KAR Mid-Cap ETF
|
|
|
|
|
|
PPQMX - PRINCIPAL FUNDS, INC. - MidCap Growth Fund III R-3
|
|
|
|
|
|
Ritholtz Wealth Management
|
|
|
|
|
|
STXD - EA Series Trust - Strive 1000 Dividend Growth ETF
|
|
|
|
|
|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
|
|
|
|
Resona Asset Management Co.,Ltd.
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
|
|
|
|
Congress Wealth Management LLC / DE /
|
|
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|
|
|
Wolf Group Capital Advisors
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
Aviva Plc
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
FMDGX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Growth Index Fund
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
PrairieView Partners, LLC
|
|
|
|
|
|
Tsai Capital Corp
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group
|
|
|
|
|
|
Great Lakes Advisors, Llc
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
Kensington Investment Counsel, LLC
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
Copeland Capital Management, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
Financial Advocates Investment Management
|
|
|
|
|
|
PABU - iSHARES TRUST - iShares Paris-Aligned Climate MSCI USA ETF
|
|
|
|
|
|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
|
|
|
|
|
Motley Fool Asset Management LLC
|
|
|
|
|
|
J. Safra Sarasin Holding AG
|
|
|
|
|
|
Aurora Private Wealth, Inc.
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
Tandem Investment Advisors, Inc.
|
|
|
|
|
|
DSHFX - Brinker Capital Destinations Trust - Destinations Shelter Fund Class I
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA WORLD EQUITY INCOME SERIES
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
Massachusetts Financial Services Co /ma/
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA LARGE GROWTH SERIES
|
|
|
|
|
|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
|
|
|
|
AIVL - WisdomTree Trust - WisdomTree U.S. Dividend ex-Financials Fund N/A
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
PXWGX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG Beta Quality Fund Investor Class
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
Mbb Public Markets I Llc
|
|
|
|
|
|
DUHP - Dimensional ETF Trust - Dimensional US High Profitability ETF
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
Meridian Wealth Management, LLC
|
|
|
|
|
|
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
|
|
|
|
Hall Laurie J Trustee
|
|
|
|
|
|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
|
|
|
|
M3 Advisory Group, LLC
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
Portside Wealth Group, LLC
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
Great Valley Advisor Group, Inc.
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
|
|
|
|
|
PRAXIS FUNDS - Praxis Impact Large Cap Growth ETF
|
|
|
|
|
|
Vontobel Holding Ltd.
|
|
|
|
|
|
Generali Asset Management SPA SGR
|
|
|
|
|
|
CLCEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Large Cap Growth Strategies Fund Institutional Class
|
|
|
|
|
|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
Humankind Benefit Corp - Humankind US Stock ETF
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF
|
|
|
|
|
|
Curated Wealth Partners LLC
|
|
|
|
|
|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
|
|
|
|
|
USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF
|
|
|
|
|
|
HBK Sorce Advisory LLC
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
Moore Capital Management, Lp
|
|
|
|
|
|
QLV - FlexShares Trust - FlexShares US Quality Low Volatility Index Fund
|
|
|
|
|
|
NEFSX - Natixis Funds Trust I - Natixis U.S. Equity Opportunities Fund Class A
|
|
|
|
|
|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
Pinnacle Financial Partners Inc
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
First Hawaiian Bank
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Focused Appreciation Portfolio
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
Pine Haven Investment Counsel, Inc
|
|
|
|
|
|
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
Pacer Advisors, Inc.
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
ICW Investment Advisors LLC
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL Multi-Manager Small Cap Growth Fund (A)
|
|
|
|
|
|
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
WMGRX - IVY FUNDS - Ivy Mid Cap Growth Fund Class R
|
|
|
|
|
|
Formidable Asset Management, LLC
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund
|
|
|
|
|
|
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A
|
|
|
|
|
|
DRW Securities, LLC
|
|
|
|
|
|
CWA Asset Management Group, LLC
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
S&t Bank/pa
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
Great West Life Assurance Co /can/
|
|
|
|
|
|
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
|
|
|
|
|
Ninety One North America, Inc.
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF
|
|
|
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF
|
|
|
|
|
|
Anchor Capital Advisors Llc
|
|
|
|
|
|
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Mid Cap Growth Stock Portfolio
|
|
|
|
|
|
Cascades Capital Asset Management, LLC
|
|
|
|
|
|
Dividend Asset Capital, Llc
|
|
|
|
|
|
AMG National Trust Bank
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
|
Two Sigma Securities, Llc
|
|
|
|
|
|
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
|
|
|
|
|
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Global Responsibility Equity Fund Class A
|
|
|
|
|
|
Wolff Wiese Magana Llc
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
SkyView Investment Advisors, LLC
|
|
|
|
|
|
WSBFX - BOSTON TRUST WALDEN FUNDS - Walden Balanced Fund
|
|
|
|
|
|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
Heron Bay Capital Management
|
|
|
|
|
|
Birch Capital Management, LLC
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
Alhambra Investment Partners LLC
|
|
|
|
|
|
Willis Investment Counsel
|
|
|
|
|
|
FSGS - FIRST TRUST EXCHANGE-TRADED FUND VI - Small Cap US Equity Select ETF
|
|
|
|
|
|
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I
|
|
|
|
|
|
Klein Pavlis & Peasley Financial, Inc.
|
|
|
|
|
|
Meiji Yasuda Asset Management Co Ltd.
|
|
|
|
|
|
V-Square Quantitative Management LLC
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
|
|
|
|
|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
|
|
|
|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
|
|
|
|
Patton Fund Management, Inc.
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
Sepio Capital, LP
|
|
|
|
|
|
IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
Creekmur Asset Management LLC
|
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|
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|
Tower Bridge Advisors
|
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|
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|
|
Atria Investments Llc
|
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|
CarsonAllaria Wealth Management, Ltd.
|
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|
|
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|
Atticus Wealth Management, Llc
|
|
|
|
|
|
Norden Group Llc
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
|
|
|
|
Keener Financial Planning LLC
|
|
|
|
|
|
E. Ohman J:or Asset Management AB
|
|
|
|
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|
CZMGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Institutional Class
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
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|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
Azzad Asset Management Inc /adv
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1
|
|
|
|
|
|
denkapparat Operations GmbH
|
|
|
|
|
|
Diversified Enterprises, LLC
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
Heartland Advisors Inc
|
|
|
|
|
|
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
IGFAX - Voya INVESTORS TRUST - VY(R) Morgan Stanley Global Franchise Portfolio Class ADV
|
|
|
|
|
|
GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class
|
|
|
|
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|
Cordatus Wealth Management LLC
|
|
|
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PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
Ivy Variable Insurance Portfolios - Ivy VIP Mid Cap Growth Class II
|
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|
|
|
|
Mitchell & Pahl Private Wealth, Llc
|
|
|
|
|
|
Ashton Thomas Securities, Llc
|
|
|
|
|
|
CSMDX - Copeland Trust - Copeland SMID Cap Dividend Growth Fund Class I Shares
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB
|
|
|
|
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|
VSNGX - JPMorgan Trust I - JPMorgan Mid Cap Equity Fund Class I
|
|
|
|
|
|
Ethic Inc.
|
|
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|
|
|
YANKCOM Partnership
|
|
|
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|
Vanguard Group Inc
|
|
|
|
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|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
|
|
|
|
|
Glenview Trust Co
|
|
|
|
|
|
ZGFAX - AMERICAN BEACON FUNDS - American Beacon Ninety One Global Franchise Fund Y Class
|
|
|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
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|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
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|
Acadian Asset Management Llc
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1
|
|
|
|
|
|
SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
Harwood Advisory Group, LLC
|
|
|
|
|
|
LGPIX - Profunds - Large-cap Growth Profund Investor Class
|
|
|
|
|
|
NUMG - Nushares ETF Trust - Nuveen ESG Mid-Cap Growth ETF
|
|
|
|
|
|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
|
|
|
|
|
Mufg Securities Americas Inc.
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
Quantum Private Wealth, LLC
|
|
|
|
|
|
Virtu Financial LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust/Dow Jones Dividend & Income Allocation Portfolio Class I
|
|
|
|
|
|
FLQM - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Mid Cap Equity ETF
|
|
|
|
|
|
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
Impact Capital Partners LLC
|
|
|
|
|
|
Jlb & Associates Inc
|
|
|
|
|
|
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio
|
|
|
|
|
|
Centerpoint Advisors, LLC
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
|
|
|
|
|
MTCAX - MFS SERIES TRUST I - MFS Technology Fund A
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
Dogwood Wealth Management LLC
|
|
|
|
|
|
New Mexico Educational Retirement Board
|
|
|
|
|
|
IBSAX - Voya PARTNERS INC - VY(R) Baron Growth Portfolio Class ADV
|
|
|
|
|
|
MGNDX - PRAXIS MUTUAL FUNDS - Praxis Growth Index Fund Class A
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - SP PRUDENTIAL US EMERGING GROWTH PORTFOLIO Class I
|
|
|
|
|
|
RUNN - Strategic Trust - RUNNING OAK EFFICIENT GROWTH ETF
|
|
|
|
|
|
DNLDX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Active MidCap Fund Class A
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
|
|
|
|
|
|
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F
|
|
|
|
|
|
PSGAX - VIRTUS EQUITY TRUST - Virtus KAR Small-Cap Growth Fund Class A
|
|
|
|
|
|
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
FAS - Direxion Shares ETF Trust - Direxion Daily Financial Bull 3X Shares
|
|
|
|
|
|
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
Sage Private Wealth Group, Llc
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
Shell Asset Management Co
|
|
|
|
|
|
FourThought Financial Partners, LLC
|
|
|
|
|
|
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund
|
|
|
|
|
|
Wendell David Associates Inc
|
|
|
|
|
|
Bayforest Capital Ltd
|
|
|
|
|
|
Legacy Financial Advisors, Inc.
|
|
|
|
|
|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
|
|
|
|
|
Westerkirk Capital Inc.
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
Granite FO LLC
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
CWS - AdvisorShares Trust - AdvisorShares Focused Equity ETF
|
|
|
|
|
|
VGLSX - VALIC Co I - Global Strategy Fund
|
|
|
|
|
|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
|
Profunds - Profund Vp Financials
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
|
|
|
Generali Investments, Management Co LLC
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
KNG - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Cboe Vest S&P 500 Dividend Aristocrats Target Income ETF
|
|
|
|
|
|
Royal London Asset Management Ltd
|
|
|
|
|
|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
|
|
|
|
Diversify Advisory Services, LLC
|
|
|
|
|
|
Atlantic Edge Private Wealth Management, LLC
|
|
|
|
|
|
Wood Tarver Financial Group, LLC
|
|
|
|
|
|
Sierra Ocean, Llc
|
|
|
|
|
|
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A
|
|
|
|
|
|
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K
|
|
|
|
|
|
Marks Group Wealth Management, Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Eukles Asset Management
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
|
|
|
|
|
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3
|
|
|
|
|
|
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
Eqis Capital Management, Inc.
|
|
|
|
|
|
West Branch Capital LLC
|
|
|
|
|
|
Pineridge Advisors LLC
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
|
|
|
|
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
Ninety One SA (PTY) Ltd
|
|
|
|
|
|
Checchi Capital Advisers, LLC
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
Mn Services Vermogensbeheer B.V.
|
|
|
|
|
|
Cibc World Markets Corp
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
|
|
|
Valley National Advisers Inc
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
Point72 (DIFC) Ltd
|
|
|
|
|
|
Douglass Winthrop Advisors, LLC
|
|
|
|
|
|
Linden Thomas Advisory Services, LLC
|
|
|
|
|
|
Evoke Wealth, Llc
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
|
|
|
|
|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
|
|
|
|
|
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
|
|
Armstrong Advisory Group, Inc
|
|
|
|
|
|
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A
|
|
|
|
|
|
Harbor Capital Advisors, Inc.
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
Physicians Financial Services, Inc.
|
|
|
|
|
|
Gamco Investors, Inc. Et Al
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
|
|
|
|
|
Promus Capital, LLC
|
|
|
|
|
|
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
|
|
|
|
|
APG Asset Management N.V.
|
|
|
|
|
|
OTTRX - PROFESSIONALLY MANAGED PORTFOLIOS - Otter Creek Long/Short Opportunity Fund Institutional Class
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
MGOAX - VICTORY PORTFOLIOS - Victory Munder Mid-Cap Core Growth Fund Class A
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
BLPIX - Profunds - Bull Profund Investor Class
|
|
|
|
|
|
First PREMIER Bank
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
|
|
Capital Investment Services of America, Inc.
|
|
|
|
|
|
MBCGX - MASSMUTUAL SELECT FUNDS - MassMutual Select Blue Chip Growth Fund Class A
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
|
|
|
|
|
Gateway Investment Advisers Llc
|
|
|
|
|
|
FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF
|
|
|
|
|
|
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
Brevan Howard Capital Management LP
|
|
|
|
|
|
BPTRX - BARON SELECT FUNDS - Baron Partners Fund
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
NewEdge Wealth, LLC
|
|
|
|
|
|
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
|
|
|
|
|
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
|
|
|
|
|
Sound Financial Strategies Group, LLC
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
|
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class
|
|
|
|
|
|
MML Series Investment Fund II - MML Equity Rotation Fund Class II
|
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB
|
|
|
|
|
|
SDY - SPDR SERIES TRUST - SPDR(R) S&P(R) Dividend ETF
|
|
|
|
|
|
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Loomis Sayles Growth Portfolio Class IB
|
|
|
|
|
|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF
|
|
|
|
|
|
BFGFX - BARON SELECT FUNDS - Baron Focused Growth Fund
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
New York Life Investment Management Llc
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
|
|
|
|
|
S-Bank Fund Management Ltd
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
VCBCX - VALIC Co I - Blue Chip Growth Fund
|
|
|
|
|
|
Bouchey Financial Group Ltd
|
|
|
|
|
|
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares
|
|
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First Community Trust Na
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LPL Financial LLC
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Regions Financial Corp
|
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Taylor Frigon Capital Management LLC
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NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
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|
Versor Investments LP
|
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Teacher Retirement System Of Texas
|
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Dumont & Blake Investment Advisors Llc
|
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Lafayette Investments, Inc.
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Alpine Bank Wealth Management
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Aqr Capital Management Llc
|
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Fifth Third Wealth Advisors LLC
|
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IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF
|
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LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
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|
Glenmede Trust Co Na
|
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NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
|
|
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|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
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PSET - Principal Exchange-Traded Funds - Principal Price Setters Index ETF
|
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|
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SEIQ - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Quality Factor ETF
|
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PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
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Oppenheimer Asset Management Inc.
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Strs Ohio
|
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Kornitzer Capital Management Inc /ks
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XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF
|
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AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
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Ameriflex Group, Inc.
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Ossiam
|
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VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares
|
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Gen-Wealth Partners Inc
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Kilter Group LLC
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Wealth Group, Ltd.
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Bamco Inc /ny/
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Aware Super Pty Ltd as trustee of Aware Super
|
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Sowell Financial Services LLC
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Capital Fund Management S.a.
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TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
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Dimensional Fund Advisors Lp
|
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JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
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Pnc Financial Services Group, Inc.
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EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
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Erste Asset Management GmbH
|
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BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
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Klp Kapitalforvaltning As
|
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
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CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
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Caitong International Asset Management Co., Ltd
|
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Running Oak Capital LLC
|
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ASR Vermogensbeheer N.V.
|
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Sound Income Strategies, LLC
|
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HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF
|
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Stevens Capital Management Lp
|
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BFIUX - BARON SELECT FUNDS - Baron FinTech Fund R6 Shares
|
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FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
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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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Huntington National Bank
|
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Ogorek Anthony Joseph /ny/ /adv
|
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Fisher Asset Management, LLC
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Investment Management Corp of Ontario
|
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Focus Financial Network, Inc.
|
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BUFTX - BUFFALO FUNDS - Buffalo Discovery Fund Investor Class
|
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Aspect Partners, LLC
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GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
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Public Sector Pension Investment Board
|
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Kempen Capital Management N.v.
|
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GRZZX - Managed Portfolio Series - Leuthold Grizzly Short Fund
|
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Harbour Investments, Inc.
|
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HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
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Strong Tower Advisory Services
|
|
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|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
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|
JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A)
|
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|
Diversified Trust Co
|
|
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|
State Of Michigan Retirement System
|
|
|
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|
Sequoia Financial Advisors, LLC
|
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Strategic Wealth Partners, Ltd.
|
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DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
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Wiley Bros.-aintree Capital, Llc
|
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XRLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF
|
|
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|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
|
|
|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
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|
Moneta Group Investment Advisors Llc
|
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|
NLSAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Long Short Fund Class A
|
|
|
|
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|
Miracle Mile Advisors, LLC
|
|
|
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|
Ballentine Partners, LLC
|
|
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|
MSBWX - MORGAN STANLEY INSTITUTIONAL FUND INC - American Resilience Portfolio Class C
|
|
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|
|
|
Savant Capital, LLC
|
|
|
|
|
|
Icon Wealth Advisors, LLC
|
|
|
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|
|
DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
RSPF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Financials ETF
|
|
|
|
|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
|
|
Hendershot Investments Inc.
|
|
|
|
|
|
DT Investment Partners, LLC
|
|
|
|
|
|
Blue Edge Capital, LLC
|
|
|
|
|
|
Harrell Investment Partners, Llc
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
|
|
|
|
|
SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF
|
|
|
|
|
|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
Dock Street Asset Management Inc
|
|
|
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
|
|
|
|
|
Stonebridge Financial Group, LLC
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
|
|
|
|
|
USAAX - USAA MUTUAL FUNDS TRUST - Growth Fund Shares
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - Mid-Cap Growth Portfolio Class I
|
|
|
|
|
|
IXG - iSHARES TRUST - iShares Global Financials ETF
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Baron Growth Opportunities Fund Standard Class
|
|
|
|
|
|
Rakuten Investment Management, Inc.
|
|
|
|
|
|
DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
Texas Yale Capital Corp.
|
|
|
|
|
|
Nvwm, Llc
|
|
|
|
|
|
Lansforsakringar Fondforvaltning AB (publ)
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
Panagora Asset Management Inc
|
|
|
|
|
|
BTSMX - BOSTON TRUST WALDEN FUNDS - Boston Trust SMID Cap Fund
|
|
|
|
|
|
KCE - SPDR SERIES TRUST - SPDR(R) S&P Capital Markets ETF
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF
|
|
|
|
|
|
Mediolanum International Funds Ltd
|
|
|
|
|
|
Fiera Capital Corp
|
|
|
|
|
|
Seelaus Asset Management LLC
|
|
|
|
|
|
PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
MXLGX - GREAT-WEST FUNDS INC - Great-West Large Cap Growth Fund Investor Class
|
|
|
|
|
|
Moment Partners, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Financial Sector Fund (I)
|
|
|
|
|
|
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
Smith Shellnut Wilson Llc /adv
|
|
|
|
|
|
Daiwa Securities Group Inc.
|
|
|
|
|
|
McIlrath & Eck, LLC
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
|
|
|
|
|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
|
QSV Equity Investors LLC
|
|
|
|
|
|
Skandinaviska Enskilda Banken AB (publ)
|
|
|
|
|
|
Meeder Advisory Services, Inc.
|
|
|
|
|
|
USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF
|
|
|
|
|
|
VEGN - ETF Series Solutions - US Vegan Climate ETF
|
|
|
|
|
|
Precision Wealth Strategies, LLC
|
|
|
|
|
|
VSTIX - VALIC Co I - Stock Index Fund
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Growth Portfolio Institutional Class
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
Addison Advisors LLC
|
|
|
|
|
|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
|
|
|
|
|
HNMDX - HEARTLAND GROUP INC - HEARTLAND MID CAP VALUE FUND Institutional Class
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
Carolina Wealth Advisors, LLC
|
|
|
|
|
|
Caisse De Depot Et Placement Du Quebec
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
WOOPX - JPMORGAN TRUST II - JPMorgan Intrepid Mid Cap Fund Class I
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
Profit Investment Management, LLC
|
|
|
|
|
|
Jensen Investment Management Inc
|
|
|
|
|
|
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
|
|
|
|
|
|
CCMAX - CONESTOGA FUNDS - Conestoga Mid Cap Fund Institutional Class
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1
|
|
|
|
|
|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
|
|
|
|
|
CCOR - Listed Funds Trust - Core Alternative ETF
|
|
|
|
|
|
Kestra Investment Management, LLC
|
|
|
|
|
|
SPHQ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Quality ETF
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund
|
|
|
|
|
|
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F
|
|
|
|
|
|
Malaga Cove Capital, LLC
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
BSGSX - BAIRD FUNDS INC - Baird Small/Mid Cap Growth Fund Investor Class
|
|
|
|
|
|
Interval Partners, LP
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
Jnl Series Trust - Jnl/jpmorgan Midcap Growth Fund (a)
|
|
|
|
|
|
Pacific Point Advisors, LLC
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
FUQIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Quality Index Fund
|
|
|
|
|
|
Aprio Wealth Management, LLC
|
|
|
|
|
|
Campbell & CO Investment Adviser LLC
|
|
|
|
|
|
Nicholson Wealth Management Group, LLC
|
|
|
|
|
|
Wedmont Private Capital
|
|
|
|
|
|
EUSM - Strategy Shares - Eventide US Market ETF
|
|
|
|
|
|
Scientech Research LLC
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
DON - WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund N/A
|
|
|
|
|
|
CLARET ASSET MANAGEMENT Corp
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
Bank of Jackson Hole Trust
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
|
|
|
IWP - iSHARES TRUST - iShares Russell Mid-Cap Growth ETF
|
|
|
|
|
|
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund
|
|
|
|
|
|
PENN SERIES FUNDS INC - Mid Cap Growth Fund
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
Parr Mcknight Wealth Management Group, Llc
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
Compagnie Lombard Odier SCmA
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
Y.D. More Investments Ltd
|
|
|
|
|
|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Nissay Asset Management Corp /japan/ /adv
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
NOBL - PROSHARES TRUST - ProShares S&P 500 Dividend Aristocrats ETF
|
|
|
|
|
|
JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF
|
|
|
|
|
|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio
|
|
|
|
|
|
TNRAX - 1290 Funds - 1290 Avantis U.S. Large Cap Growth Fund Class A
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
Invesco Ltd.
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MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
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|
Dundas Partners LLP
|
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Sachetta, LLC
|
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NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
|
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|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
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EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
|
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Curio Wealth, Llc
|
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QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF
|
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GLBIX - Managed Portfolio Series - Leuthold Global Fund Institutional Class
|
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Outlook Wealth Advisors, LLC
|
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Archer Investment Corp
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JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A)
|
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|
Mount Yale Investment Advisors, LLC
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Aureus Asset Management, LLC
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Td Asset Management Inc
|
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Stiles Financial Services Inc
|
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NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF
|
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|
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|
Globeflex Capital L P
|
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|
|
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CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
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|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
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Plante Moran Financial Advisors, LLC
|
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Champlain Investment Partners, LLC
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PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
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Quantinno Capital Management LP
|
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Private Trust Co Na
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Logan Capital Management Inc
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AQLT - iSHARES TRUST - iShares MSCI Global Quality Factor ETF
|
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ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
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CVA Family Office, LLC
|
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GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
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NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
|
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|
GHP Investment Advisors, Inc.
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Sentry Investment Management Llc
|
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Revisor Wealth Management LLC
|
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LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF
|
|
|
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|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
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XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
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|
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
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Dunhill Financial, LLC
|
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Rosenberg Matthew Hamilton
|
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National Pension Service
|
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MCF Advisors LLC
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SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A
|
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Rossby Financial, LCC
|
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SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
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MAI Capital Management
|
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BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
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|
Security Financial Services, INC.
|
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Prudential Plc
|
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Smithfield Trust Co
|
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Maryland State Retirement & Pension System
|
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IYF - iSHARES TRUST - iShares U.S. Financials ETF
|
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Warren Averett Asset Management, LLC
|
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Larson Financial Group LLC
|
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TMFX - RBB FUND, INC. - Motley Fool Next Index ETF
|
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Strategy Asset Managers Llc
|
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Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
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|
|
IMCG - iSHARES TRUST - iShares Morningstar Mid-Cap Growth ETF
|
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|
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
|
|
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|
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB
|
|
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Illinois Municipal Retirement Fund
|
|
|
|
|
|
WSEFX - BOSTON TRUST WALDEN FUNDS - Walden Equity Fund
|
|
|
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|
Conestoga Capital Advisors, LLC
|
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|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
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THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
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TD Capital Management LLC
|
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BCUS - Exchange Listed Funds Trust - Bancreek U.S. Large Cap ETF
|
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|
State of Wyoming
|
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Northern Trust Corp
|
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Andra AP-fonden
|
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Kennedy Capital Management, Inc.
|
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Guggenheim Strategic Opportunities Fund
|
|
|
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NEOS Investment Management LLC
|
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TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A
|
|
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|
|
CFMSX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Select Fund
|
|
|
|
|
|
Perbak Capital Partners LLP
|
|
|
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|
|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
|
|
|
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|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
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|
Mattern Capital Management, Llc
|
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|
Provident Investment Management, Inc.
|
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Park Place Capital Corp
|
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UniSuper Management Pty Ltd
|
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FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
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|
Ostrum Asset Management
|
|
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|
Cwm, Llc
|
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MSFAX - Morgan Stanley Institutional Fund Inc - Global Franchise Portfolio Class I
|
|
|
|
|
|
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF
|
|
|
|
|
|
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF
|
|
|
|
|
|
Forsta Ap-fonden
|
|
|
|
|
|
Rowland & Co Investment Counsel/adv
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
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|
|
|
|
Highline Wealth Partners Llc
|
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|
|
Activest Wealth Management
|
|
|
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|
|
Kfg Wealth Management, Llc
|
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|
|
Howard Hughes Medical Institute
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
Hurlow Wealth Management Group, Inc.
|
|
|
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|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
MONECO Advisors, LLC
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
Canoe Financial LP
|
|
|
|
|
|
Guardian Wealth Advisors, LLC
|
|
|
|
|
|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
|
|
|
|
|
LSGR - Natixis ETF Trust II - Natixis Loomis Sayles Focused Growth ETF
|
|
|
|
|
|
Quest Partners LLC
|
|
|
|
|
|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
Angeles Wealth Management, Llc
|
|
|
|
|
|
Country Trust Bank
|
|
|
|
|
|
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
|
|
|
|
Cheviot Value Management, LLC
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
Jefferies Financial Group Inc.
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
NWZLX - NATIONWIDE MUTUAL FUNDS - Nationwide Loomis All Cap Growth Fund Class A
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A
|
|
|
|
|
|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
|
|
|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A
|
|
|
|
|
|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
|
|
|
|
|
EHLS - Tidal Trust II - Even Herd Long Short ETF
|
|
|
|
|
|
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
|
|
|
|
|
YOKE - EA Series Trust - Yoke Core ETF
|
|
|
|
|
|
Clear Street Markets Llc
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
FNPIX - Profunds - Financials Ultrasector Profund Investor Class
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
|
CBIZ Investment Advisory Services, LLC
|
|
|
|
|
|
Binnacle Investments Inc
|
|
|
|
|
|
Williams Jones Wealth Management, LLC.
|
|
|
|
|
|
QUAL - iSHARES TRUST - iShares Edge MSCI USA Quality Factor ETF
|
|
|
|
|
|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
|
|
|
|
|
Earnest Partners Llc
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
GoalVest Advisory LLC
|
|
|
|
|
|
TNBIX - 1290 Funds - 1290 SmartBeta Equity Fund Class I
|
|
|
|
|
|
SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A
|
|
|
|
|
|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
|
|
|
|
|
|
Mizuho Markets Americas Llc
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
Blue Barn Wealth, LLC
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Technology Portfolio Initial Class
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
DEUTSCHE DWS VARIABLE SERIES II - DWS Small Mid Cap Growth VIP Class A
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
GATEX - Gateway Trust - Gateway Fund Class A Shares
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
|
|
|
|
Swedbank AB
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
Alliance Wealth Advisors, LLC /UT
|
|
|
|
|
|
Sone Capital Management, LLC
|
|
|
|
|
|
Summit Financial, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Mid-Cap Growth Portfolio Class 1
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
GABF - Gabelli ETFs Trust - Gabelli Financial Services Opportunities ETF
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
|
|
|
|
|
Siemens Fonds Invest GmbH
|
|
|
|
|
|
Venturi Wealth Management, LLC
|
|
|
|
|
|
HLGEX - JPMORGAN TRUST II - JPMorgan Mid Cap Growth Fund Class I
|
|
|
|
|
|
Paces Ferry Wealth Advisors, Llc
|
|
|
|
|
|
CFSLX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Fund
|
|
|
|
|
|
SSMAX - Sei Institutional Investments Trust - Siit Small Mid Cap Equity Fund - Class A
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
Hartford Financial Management Inc.
|
|
|
|
|
|
Fort Washington Investment Advisors Inc /oh/
|
|
|
|
|
|
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
|
|
|
|
|
|
First United Bank Trust/
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
Tocqueville Asset Management L.p.
|
|
|
|
|
|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
MTM Investment Management, LLC
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
EGUS - iSHARES TRUST - iShares ESG Aware MSCI USA Growth ETF
|
|
|
|
|
|
GGEYX - GuideStone Funds - GROWTH EQUITY FUND Institutional
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
Beacon Investment Advisory Services, Inc.
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
|
|
|
|
Papp L Roy & Associates
|
|
|
|
|
|
NZUS - SPDR SERIES TRUST - SPDR MSCI USA Climate Paris Aligned ETF
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
|
|
|
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
|
|
|
|
|
|
Group One Trading, L.p.
|
|
|
|
|
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
Gibbs Wealth Management
|
|
|
|
|
|
Fieldview Capital Management, LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
Centiva Capital, LP
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
|
|
|
|
Capital Insight Partners, Llc
|
|
|
|
|
|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class
|
|
|
|
|
|
SNPD - DBX ETF TRUST - Xtrackers S&P ESG Dividend Aristocrats ETF
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
StonePine Asset Management Inc.
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
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|
|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
|
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|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
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|
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|
Baker Tilly Financial, Llc
|
|
|
|
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|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
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|
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|
Ancora Advisors, LLC
|
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TFC Financial Management
|
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NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
|
|
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|
Annis Gardner Whiting Capital Advisors, LLC
|
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|
Bath Savings Trust Co
|
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Janney Montgomery Scott LLC
|
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Spinnaker Trust
|
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|
Jfs Wealth Advisors, Llc
|
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|
IRGJX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Growth Index Portfolio Class I
|
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|
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|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
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|
Nbc Securities, Inc.
|
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Silver Lake Advisory, LLC
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Nordea Investment Management Ab
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Citizens & Northern Corp
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ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
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URTH - iShares, Inc. - iShares MSCI World ETF
|
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Jnl Series Trust - Jnl Multi-manager Mid Cap Fund (a)
|
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Profunds - Profund Vp Large-cap Growth
|
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Quadrant Capital Group Llc
|
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FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
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|
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Baron Wealth Management LLC
|
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QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
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Point72 Hong Kong Ltd
|
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VCGAX - VALIC Co I - Growth & Income Fund
|
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Arbor Investment Advisors, LLC
|
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Gotham Asset Management, LLC
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LCORX - Managed Portfolio Series - Leuthold Core Investment Fund Retail Class
|
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Adage Capital Partners Gp, L.l.c.
|
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Empowered Funds, LLC
|
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VIGRX - VANGUARD INDEX FUNDS - Vanguard Growth Index Fund Investor Shares
|
|
|
|
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Jane Street Group, Llc
|
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GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
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WASMX - BOSTON TRUST WALDEN FUNDS - Walden SMID Cap Fund
|
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KNGAX - World Funds Trust - CBOE Vest S&P 500 Dividend Aristocrats Target Income Fund Class A Shares
|
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Spire Wealth Management
|
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Hartland & Co., LLC
|
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Marshall & Sterling Wealth Advisors Inc.
|
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Healthcare Of Ontario Pension Plan Trust Fund
|
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Clean Yield Group
|
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Mayflower Financial Advisors, LLC
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Korea Investment CORP
|
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Hughes Financial Services, LLC
|
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TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
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|
LWM Advisory Services, LLC
|
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Creative Financial Designs Inc /adv
|
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CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
|
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WPG Advisers, LLC
|
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SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1
|
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SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
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Royal Bank Of Canada
|
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Avanza Fonder AB
|
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Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a)
|
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Atlas Legacy Advisors, LLC
|
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Envestnet Portfolio Solutions, Inc.
|
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ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF
|
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RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
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CPAEX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Tactical Equity Fund Class A Shares
|
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FYLG - Global X Funds - Global X Financials Covered Call & Growth ETF
|
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Financial Management Professionals, Inc.
|
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New Age Alpha Funds Trust - NAA World Equity Income Fund Class P
|
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Penserra Capital Management LLC
|
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BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I
|
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|
Scott Marsh Financial, LLC
|
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|
Hantz Financial Services, Inc.
|
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FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class
|
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STRV - EA Series Trust - Strive 500 ETF
|
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VOOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Growth Index Fund ETF Shares
|
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|
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C
|
|
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BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund
|
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|
Allspring Global Investments Holdings, LLC
|
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|
FZFLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Small-Mid Cap 500 Index Fund
|
|
|
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|
|
Verition Fund Management LLC
|
|
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|
|
Thrivent Financial For Lutherans
|
|
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|
Koshinski Asset Management, Inc.
|
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Barclays Plc
|
|
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|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
|
|
|
Main Street Financial Solutions, LLC
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
Financial Network Wealth Advisors LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
|
|
|
|
|
Bradley Foster & Sargent Inc/ct
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
GSRAX - GOLDMAN SACHS TRUST - Goldman Sachs Rising Dividend Growth Fund Class A
|
|
|
|
|
|
FCUPX - MAINSTAY FUNDS TRUST - MainStay PineStone U.S. Equity Fund Class P
|
|
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|
|
|
SRS Capital Advisors, Inc.
|
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|
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|
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF
|
|
|
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|
|
Aurora Investment Managers, LLC.
|
|
|
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|
|
Us Bancorp \de\
|
|
|
|
|
|
SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio
|
|
|
|
|
|
Verity & Verity, LLC
|
|
|
|
|
|
Eads & Heald Wealth Management
|
|
|
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|
|
Burney Co/
|
|
|
|
|
|
PWS - Pacer Funds Trust - Pacer WealthShield ETF
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
Belpointe Asset Management LLC
|
|
|
|
|
|
VCKSX - VIRTUS EQUITY TRUST - Virtus KAR Small-Mid Cap Growth Fund Class C
|
|
|
|
|
|
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
|
|
|
|
|
Kiker Wealth Management, LLC
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
|
|
|
|
Boston Trust Walden Corp
|
|
|
|
|
|
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I
|
|
|
|
|
|
PAPPX - Papp Investment Trust - Papp Small & Mid-Cap Growth Fund
|
|
|
|
|
|
FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund
|
|
|
|
|
|
GEIZX - GuideStone Funds - Growth Equity Index Fund Investor
|
|
|
|
|
|
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
|
|
|
|
|
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF
|
|
|
|
|
|
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
|
|
|
|
|
LGLV - SPDR SERIES TRUST - SPDR SSGA US Large Cap Low Volatility Index ETF
|
|
|
|
|
|
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
BlackRock Advantage U.S. Total Market Fund, Inc. - BlackRock Advantage U.S. Total Market Fund, Inc. Investor A
|
|
|
|
|
|
Gulf International Bank (UK) Ltd
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
Somerset Trust Co
|
|
|
|
|
|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
|
|
|
|
|
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
|
|
|
|
|
|
La Banque Postale Asset Management SA
|
|
|
|
|
|
Mirabella Financial Services Llp
|
|
|
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
|
|
|
|
|
Alerus Financial Na
|
|
|
|
|
|
WAMFX - BOSTON TRUST WALDEN FUNDS - Walden Midcap Fund
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
Winch Advisory Services, LLC
|
|
|
|
|
|
PKSAX - VIRTUS EQUITY TRUST - Virtus KAR Small-Cap Core Fund Class A
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
|
|
|
|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
|
|
|
|
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
|
|
|
|
|
|
Segment Wealth Management, LLC
|
|
|
|
|
|
Empirical Finance, LLC
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
|
|
|
|
|
VestGen Advisors, LLC
|
|
|
|
|
|
Two Sigma Investments, Lp
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
FARYX - Northern Lights Fund Trust IV - Fulcrum Diversified Absolute Return Fund Super Institutional Class
|
|
|
|
|
|
Trail Ridge Investment Advisors, LLC
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
|
|
|
|
|
|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
Jain Global LLC
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
VVJEX - Voya EQUITY TRUST - Voya VACS Series MCV Fund
|
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
NULG - Nushares ETF Trust - Nuveen ESG Large-Cap Growth ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Mutual Of America Capital Management Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB
|
|
|
|
|
|
Integrated Investment Consultants, LLC
|
|
|
|
|
|
Czech National Bank
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
VMACX - VIRTUS EQUITY TRUST - Virtus KAR Mid-Cap Core Fund Class A
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
|
|
Chevy Chase Trust Holdings, Inc.
|
|
|
|
|
|
ORG Wealth Partners, LLC
|
|
|
|
|
|
FNDA - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Small Company Index ETF
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
|
|
|
|
|
Stokes Capital Advisors, LLC
|
|
|
|
|
|
IVW - iSHARES TRUST - iShares S&P 500 Growth ETF
|
|
|
|
|
|
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A
|
|
|
|
|
|
SECAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Small Cap II Fund - Class A
|
|
|
|
|
|
Northwestern Mutual Investment Management Company, Llc
|
|
|
|
|
|
XDAT - Franklin Templeton ETF Trust - Franklin Exponential Data ETF
|
|
|
|
|
|
Beacon Capital Management, LLC
|
|
|
|
|
|
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
|
|
|
|
|
SCHG - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Growth ETF
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
GFG Capital, LLC
|
|
|
|
|
|
Rockland Trust Co
|
|
|
|
|
|
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund
|
|
|
|
|
|
Natural Investments, Llc
|
|
|
|
|
|
Profunds - Profund Vp Ultrabull
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
Opal Wealth Advisors, LLC
|
|
|
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA LARGE CAP VALUE SERIES
|
|
|
|
|
|
LVOL - AMERICAN CENTURY ETF TRUST - American Century Low Volatility ETF
|
|
|
|
|
|
QBDSX - Advisors Preferred Trust - Quantified Managed Income Fund Investor Class Shares
|
|
|
|
|
|
Rafferty Asset Management, LLC
|
|
|
|
|
|
Perpetual Ltd
|
|
|
|
|
|
Gabelli Equity Trust Inc
|
|
|
|
|
|
IVE - iSHARES TRUST - iShares S&P 500 Value ETF
|
|
|
|
|
|
FIL Ltd
|
|
|
|
|
|
Point72 Asset Management, L.P.
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
Onefund, Llc
|
|
|
|
|
|
Polar Asset Management Partners Inc.
|
|
|
|
|
|
Gabelli Dividend & Income Trust
|
|
|
|
|
|
Advisory Alpha, LLC
|
|
|
|
|
|
SummitTX Capital, L.P.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
|
|
|
SLLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Small Cap Fund Class F
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Managed Floor ETF
|
|
|
|
|
|
Tobam
|
|
|
|
|
|
Rakuten Securities, Inc.
|
|
|
|
|
|
AVMC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Equity ETF
|
|
|
|
|
|
Azora Capital LP
|
|
|
|
|
|
Applied Finance Capital Management, LLC
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA Large Cap Value Fund Class A
|
|
|
|
|
|
B. Metzler seel. Sohn & Co. AG
|
|
|
|
|
|
LGRRX - LOOMIS SAYLES FUNDS II - Loomis Sayles Growth Fund Class A
|
|
|
|
|
|
Park Square Financial Group, LLC
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
Procyon Private Wealth Partners, LLC
|
|
|
|
|
|
Spdr S&p 500 Etf Trust
|
|
|
|
|
|
Assenagon Asset Management S.A.
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
HAPI - Harbor ETF Trust - Harbor Corporate Culture ETF
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
Lmcg Investments, Llc
|
|
|
|
|
|
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
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GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF
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Piscataqua Savings Bank
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MJT & Associates Financial Advisory Group, Inc.
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USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF
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NOSIX - Northern Funds - Northern Stock Index Fund
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Loomis Sayles & Co L P
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SUSA - iSHARES TRUST - iShares MSCI USA ESG Select ETF
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Trust Co
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Nomura Holdings Inc
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Mizuho Securities Usa Llc
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Daymark Wealth Partners, Llc
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J. W. Coons Advisors, LLC
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Baird Financial Group, Inc.
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C M Bidwell & Associates Ltd
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Montag A & Associates Inc
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Transce3nd, LLC
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Clear Harbor Asset Management, LLC
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FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
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Brighthouse Funds Trust I - ClearBridge Aggressive Growth Portfolio Class A
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SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
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MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
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NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
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Fmr Llc
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SlateStone Wealth, LLC
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XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
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Janus Henderson Group Plc
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FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
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Metis Global Partners, LLC
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New Age Alpha Variable Funds Trust - NAA ALL CAP VALUE SERIES
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Apella Capital, LLC
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Signaturefd, Llc
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PineBridge Investments, L.P.
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Profunds - Profund Vp Bull
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Empirical Asset Management, LLC
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Twin Peaks Wealth Advisors, LLC
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Whittier Trust Co Of Nevada Inc
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Argent Trust Co
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California Public Employees Retirement System
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TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
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EQ ADVISORS TRUST - EQ/MFS Technology Portfolio Class IB
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IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV
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DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
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AdvisorShares Investments LLC
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SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
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Robeco Institutional Asset Management B.V.
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TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class
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VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
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ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF
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WISEX - AZZAD FUNDS - Azzad Wise Capital Fund
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Intrust Bank Na
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LVPIX - Profunds - Large-cap Value Profund Investor Class
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ADJEX - AZZAD FUNDS - Azzad Ethical Fund
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FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
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New York State Common Retirement Fund
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VMGIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Growth Index Fund Investor Shares
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KRMA - Global X Funds - Global X Conscious Companies ETF
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DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
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BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
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Western Pacific Wealth Management, LP
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Everpar Advisors Llc
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Victory Capital Management Inc
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FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
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KESGX - Investment Managers Series Trust II - Kennedy Capital ESG SMID Cap Fund Institutional Class Shares
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IFP Advisors, Inc
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CENTRAL TRUST Co
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Seeds Investor Llc
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Axa S.a.
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CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund
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Hilltop National Bank
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IMC-Chicago, LLC
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IWB - iSHARES TRUST - iShares Russell 1000 ETF
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Treasurer of the State of North Carolina
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Forum Financial Management, LP
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XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
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FNCL - FIDELITY COVINGTON TRUST - Fidelity MSCI Financials Index ETF
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WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
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ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
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HighPoint Advisor Group LLC
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Birch Hill Investment Advisors LLC
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