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Coldstream Capital Management Inc
|
|
|
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Merewether Investment Management, LP
|
|
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|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
|
|
Oliver Lagore Vanvalin Investment Group
|
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|
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|
Quaker Wealth Management, LLC
|
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|
Xponance, Inc.
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|
Hardman Johnston Global Advisors LLC
|
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NORTHWESTERN MUTUAL SERIES FUND INC - Growth Stock Portfolio
|
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|
Caldwell Securities, Inc
|
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|
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Brown, Lisle/cummings, Inc.
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Enterprise Bank & Trust Co
|
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SSAQX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street U.S. Core Equity Fund
|
|
|
|
|
|
HVEIX - Ultimus Managers Trust - HVIA Equity Fund Institutional Class
|
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|
Pekin Hardy Strauss, Inc.
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CoreCommodity Management, LLC
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Spire Wealth Management
|
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Tower Research Capital LLC (TRC)
|
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Energy Income Partners, LLC
|
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Sentry Investment Management Llc
|
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Capital Investment Advisors, LLC
|
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|
EQ ADVISORS TRUST - EQ/Lazard Emerging Markets Equity Portfolio Class IB
|
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|
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|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
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SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
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|
Parkside Financial Bank & Trust
|
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|
SVIIX - VIRTUS ASSET TRUST - Virtus Ceredex Large-Cap Value Equity Fund Class A
|
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|
VCGAX - VALIC Co I - Growth & Income Fund
|
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|
Peloton Wealth Strategists
|
|
|
|
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|
CCNR - FINANCIAL INVESTORS TRUST - ALPS | CoreCommodity Natural Resources ETF
|
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Silverleafe Capital Partners, LLC
|
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QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
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Great Valley Advisor Group, Inc.
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Financial Management Professionals, Inc.
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Edmond De Rothschild Holding S.a.
|
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Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group
|
|
|
|
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|
AMERICAN FUNDS INSURANCE SERIES - Growth Fund Class 1
|
|
|
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|
|
Spectrum Wealth Counsel, LLC
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
HWCIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Diversified Value Fund Class I
|
|
|
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|
Perpetual Ltd
|
|
|
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|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
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|
Parsons Capital Management Inc/ri
|
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Segall Bryant & Hamill, Llc
|
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|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
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|
Stablepoint Partners, LLC
|
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|
|
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|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
|
|
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|
First Financial Bank - Trust Division
|
|
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|
EIPIX - EIP INVESTMENT TRUST - EIP Growth and Income Fund Class I
|
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|
True North Advisors, LLC
|
|
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|
|
XES - SPDR SERIES TRUST - SPDR(R) S&P(R) Oil & Gas Equipment & Services ETF
|
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|
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|
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class
|
|
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|
GPS Wealth Strategies Group, LLC
|
|
|
|
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|
CDC - Victory Portfolios II - VictoryShares US EQ Income Enhanced Volatility Wtd ETF
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
|
|
|
|
|
TQGEX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM Global Equity Fund
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
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Kozak & Associates, Inc.
|
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Ingalls & Snyder Llc
|
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Artisan Partners Limited Partnership
|
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|
HWAIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Value Opportunities Fund Class I
|
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|
Beck Mack & Oliver Llc
|
|
|
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|
Capital Research Global Investors
|
|
|
|
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|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
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|
CGGR - Capital Group Growth ETF - Capital Group Growth ETF Share Class
|
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|
Heritage Wealth Management, Inc./Texas
|
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|
Williams Jones Wealth Management, LLC.
|
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California State Teachers Retirement System
|
|
|
|
|
|
FEUS - FlexShares Trust - FlexShares ESG & Climate US Large Cap Core Index Fund
|
|
|
|
|
|
Rnc Capital Management Llc
|
|
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|
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|
Blume Capital Management, Inc.
|
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|
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|
HOMPX - HOTCHKIS & WILEY FUNDS /DE/ - HW Opportunities MP Fund
|
|
|
|
|
|
Integrated Advisors Network LLC
|
|
|
|
|
|
LRI Investments, LLC
|
|
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|
WFA of San Diego, LLC
|
|
|
|
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|
Cornerstone Planning Group LLC
|
|
|
|
|
|
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
|
|
|
|
|
|
American National Bank
|
|
|
|
|
|
Massachusetts Wealth Management
|
|
|
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|
Crews Bank & Trust
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Equity Fund Class 3
|
|
|
|
|
|
Cohen Klingenstein LLC
|
|
|
|
|
|
Global X Japan Co., Ltd.
|
|
|
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
|
|
|
|
|
Moran Wealth Management, LLC
|
|
|
|
|
|
Cooper Creek Partners Management Llc
|
|
|
|
|
|
HORAN Wealth, LLC
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
PSET - Principal Exchange-Traded Funds - Principal Price Setters Index ETF
|
|
|
|
|
|
San Luis Wealth Advisors LLC
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
|
|
|
|
|
Winslow Asset Management Inc
|
|
|
|
|
|
BLPIX - Profunds - Bull Profund Investor Class
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
NEOS Investment Management LLC
|
|
|
|
|
|
Randolph Co Inc
|
|
|
|
|
|
Oversea-Chinese Banking CORP Ltd
|
|
|
|
|
|
Copeland Capital Management, LLC
|
|
|
|
|
|
Capital A Wealth Management, LLC
|
|
|
|
|
|
Flossbach Von Storch Ag
|
|
|
|
|
|
Kimelman & Baird, LLC
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
Archer Investment Corp
|
|
|
|
|
|
Neo Ivy Capital Management
|
|
|
|
|
|
Alliance Wealth Advisors, LLC
|
|
|
|
|
|
Garde Capital, Inc.
|
|
|
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
|
|
|
|
|
|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
|
|
Hrt Financial Lp
|
|
|
|
|
|
LQAI - Exchange Listed Funds Trust - LG QRAFT AI-Powered U.S. Large Cap Core ETF
|
|
|
|
|
|
Inspire Advisors, LLC
|
|
|
|
|
|
STRV - EA Series Trust - Strive 500 ETF
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1
|
|
|
|
|
|
COWZ - Pacer Funds Trust - Pacer US Cash Cows 100 ETF
|
|
|
|
|
|
Capital Group Private Client Services, Inc.
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
DRW Securities, LLC
|
|
|
|
|
|
BKM Wealth Management, LLC
|
|
|
|
|
|
Peapack Gladstone Financial Corp
|
|
|
|
|
|
F/M Investments LLC
|
|
|
|
|
|
Venture Visionary Partners LLC
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
Cornerstone Select Advisors, LLC
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Growth And Income Vip Fund Class 1
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
ARTLX - ARTISAN PARTNERS FUNDS INC - Artisan Value Fund Investor Shares
|
|
|
|
|
|
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
|
|
|
|
|
|
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
IRVIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Value Index Portfolio Class I
|
|
|
|
|
|
Northern Financial Advisors Inc
|
|
|
|
|
|
Generali Asset Management SPA SGR
|
|
|
|
|
|
Profunds - Profund Vp Ultrabull
|
|
|
|
|
|
ITEAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Equity Income Portfolio Class ADV
|
|
|
|
|
|
Nicolet Advisory Services, Llc
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
Flaharty Asset Management, LLC
|
|
|
|
|
|
Edge Wealth Management LLC
|
|
|
|
|
|
Baader Bank INC
|
|
|
|
|
|
Hager Investment Management Services, Llc
|
|
|
|
|
|
TCAF - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Equity ETF
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
CAMIX - Advisors' Inner Circle Fund - Cambiar International Equity Fund Investor Class Shares
|
|
|
|
|
|
Engineers Gate Manager LP
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
Pacer Advisors, Inc.
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
Mediolanum International Funds Ltd
|
|
|
|
|
|
Quilter Plc
|
|
|
|
|
|
Hudson Valley Investment Advisors Inc /adv
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
|
|
|
|
|
Candriam Luxembourg S.C.A.
|
|
|
|
|
|
J. Safra Sarasin Holding AG
|
|
|
|
|
|
HWGIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Global Value Fund Class I
|
|
|
|
|
|
Jnl Series Trust - Jnl/franklin Templeton Income Fund (a)
|
|
|
|
|
|
Courier Capital Llc
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
Boothe Investment Group, Inc.
|
|
|
|
|
|
Nebula Research & Development LLC
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
DLCEX - VALUED ADVISERS TRUST - Dana Large Cap Equity Fund Investor Class Shares
|
|
|
|
|
|
Trust Co Of Toledo Na /oh/
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
MQS Management LLC
|
|
|
|
|
|
Scharf Investments, Llc
|
|
|
|
|
|
Hedeker Wealth, LLC
|
|
|
|
|
|
Ferguson Wellman Capital Management, Inc
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
Hollencrest Capital Management
|
|
|
|
|
|
Griffin Asset Management, Inc.
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
Waverton Investment Management Ltd
|
|
|
|
|
|
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B
|
|
|
|
|
|
Scotia Capital Inc.
|
|
|
|
|
|
Tyche Wealth Partners LLC
|
|
|
|
|
|
Plato Investment Management Ltd
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA Large Cap Value Fund Class A
|
|
|
|
|
|
Schaper Benz & Wise Investment Counsel Inc/wi
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
Ballast Advisors Llc
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
CHICAGO TRUST Co NA
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
Azimuth Capital Investment Management LLC
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
Rakuten Investment Management, Inc.
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
RFG Advisory, LLC
|
|
|
|
|
|
QAAAJX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Blue Chip Growth Portfolio
|
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
Copley Financial Group, Inc.
|
|
|
|
|
|
Isthmus Partners, Llc
|
|
|
|
|
|
Coastwise Capital Group, LLC
|
|
|
|
|
|
NILTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman International Select Fund Trust Class
|
|
|
|
|
|
Argonautica Private Wealth Management, Inc
|
|
|
|
|
|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
PRFDX - T. Rowe Price Equity Income Fund, Inc. - T. Rowe Price Equity Income Fund
|
|
|
|
|
|
Lebenthal Global Advisors, LLC
|
|
|
|
|
|
MetLife Investment Management, LLC
|
|
|
|
|
|
Goelzer Investment Management, Inc.
|
|
|
|
|
|
TCBAX - NORTHERN LIGHTS FUND TRUST III - The Covered Bridge Fund Class A Shares
|
|
|
|
|
|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
|
|
|
|
Motco
|
|
|
|
|
|
Buttonwood Financial Advisors Inc.
|
|
|
|
|
|
English Capital Management Llc
|
|
|
|
|
|
Transcend Wealth Collective, Llc
|
|
|
|
|
|
Estabrook Capital Management
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
BASV - Advisors' Inner Circle Fund III - BROWN ADVISORY SUSTAINABLE VALUE ETF
|
|
|
|
|
|
Birmingham Capital Management Co Inc/al
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA ALL CAP VALUE SERIES
|
|
|
|
|
|
Aster Capital Management (DIFC) Ltd
|
|
|
|
|
|
Chiron Capital Management, Llc
|
|
|
|
|
|
Old North State Wealth Management, LLC
|
|
|
|
|
|
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
Grimes & Company, Inc.
|
|
|
|
|
|
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
|
|
|
|
|
|
PY - Principal Exchange-Traded Funds - Principal Shareholder Yield Index ETF
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
HDV - iSHARES TRUST - iShares Core High Dividend ETF
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
Kelly Lawrence W & Associates Inc/ca
|
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
Aegon Asset Management Uk Plc
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
JOHN HANCOCK INVESTMENT TRUST - John Hancock Diversified Real Assets Fund Class NAV
|
|
|
|
|
|
Everett Harris & Co /ca/
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
SHRT - Tidal ETF Trust - Gotham Short Strategies ETF
|
|
|
|
|
|
THMEX - Advisors' Inner Circle Fund III - CCT Thematic Equity Fund Institutional Shares
|
|
|
|
|
|
LJI Wealth Management, LLC
|
|
|
|
|
|
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
|
|
|
|
|
|
AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
Richard W. Paul & Associates, LLC
|
|
|
|
|
|
JVLAX - John Hancock Funds III - John Hancock Disciplined Value Fund Class A
|
|
|
|
|
|
Public Sector Pension Investment Board
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
|
|
|
|
|
Andina Capital Management, LLC
|
|
|
|
|
|
Farmers & Merchants Trust Co of Chambersburg PA
|
|
|
|
|
|
Marshall Wace, Llp
|
|
|
|
|
|
Viawealth, Llc
|
|
|
|
|
|
Clear Harbor Asset Management, LLC
|
|
|
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
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|
Trust Co Of Vermont
|
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|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
Mbb Public Markets I Llc
|
|
|
|
|
|
BIVIX - NORTHERN LIGHTS FUND TRUST II - Invenomic Fund Institutional Class shares
|
|
|
|
|
|
OFAFX - Managed Portfolio Series - Olstein All Cap Value Fund Adviser Class
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
VENAX - VANGUARD WORLD FUND - Vanguard Energy Index Fund Admiral Shares
|
|
|
|
|
|
Dumont & Blake Investment Advisors Llc
|
|
|
|
|
|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
|
|
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|
|
Salomon & Ludwin, LLC
|
|
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|
|
Profunds - Profund Vp Large-cap Value
|
|
|
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|
|
one8zero8, LLC
|
|
|
|
|
|
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
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|
POPFX - Managed Portfolio Series - Prospector Opportunity Fund
|
|
|
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|
|
Gts Securities Llc
|
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|
Janus Henderson Group Plc
|
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Kingswood Wealth Advisors, Llc
|
|
|
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|
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SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF
|
|
|
|
|
|
Ridgewood Investments LLC
|
|
|
|
|
|
Amplify ETF Trust - Amplify Cash Flow High Income ETF
|
|
|
|
|
|
Alpine Bank Wealth Management
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Equity Income Portfolio
|
|
|
|
|
|
Montgomery Investment Management Inc
|
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|
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|
|
Hartford Investment Management Co
|
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Delphi Management Inc /ma/
|
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Pinnacle Financial Partners Inc
|
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Logan Capital Management Inc
|
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HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class
|
|
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|
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Aviva Plc
|
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TPHD - TIMOTHY PLAN - Timothy Plan High Dividend Stock ETF
|
|
|
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Delta Asset Management Llc/tn
|
|
|
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|
NORTHERN FUNDS - U.S. Quality ESG Fund Class I
|
|
|
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
|
|
|
|
|
|
PRAXIS FUNDS - Praxis Impact Large Cap Value ETF
|
|
|
|
|
|
CDL - Victory Portfolios II - VictoryShares US Large Cap High Div Volatility Wtd ETF
|
|
|
|
|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
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|
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|
Silvercrest Asset Management Group Llc
|
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|
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|
Muhlenkamp & Co Inc
|
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|
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BigSur Wealth Management LLC
|
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|
|
ANWPX - NEW PERSPECTIVE FUND - NEW PERSPECTIVE FUND Class A
|
|
|
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|
|
Cromwell Holdings LLC
|
|
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|
DecisionPoint Financial, LLC
|
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John G Ullman & Associates Inc
|
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|
CIBC World Markets Inc.
|
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Simmons Bank
|
|
|
|
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Edgestream Partners, L.P.
|
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AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
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|
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|
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund
|
|
|
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AE Wealth Management LLC
|
|
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|
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AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class
|
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|
Pinnacle Associates Ltd
|
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Two Sigma Securities, Llc
|
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Valeo Financial Advisors, LLC
|
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Warren Averett Asset Management, LLC
|
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Turtle Creek Wealth Advisors, LLC
|
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|
Clark & Stuart, Inc
|
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Wellington Shields & Co., LLC
|
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FRBSX - Franklin Value Investors Trust - Franklin Mutual U.s. Value Fund Class A
|
|
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|
|
|
Nuveen, LLC
|
|
|
|
|
|
Cito Capital Group, LLC
|
|
|
|
|
|
IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF
|
|
|
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|
|
Dark Forest Capital Management Lp
|
|
|
|
|
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CSM - PROSHARES TRUST - ProShares Large Cap Core Plus
|
|
|
|
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|
AIWEX - Cavanal Hill Funds - World Energy Fund Institutional
|
|
|
|
|
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QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
Sawyer & Company, Inc
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
|
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|
|
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Boston Partners
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
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TORYX - RBB Fund Trust - Torray Fund
|
|
|
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IFM Investors Pty Ltd
|
|
|
|
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LEIFX - FEDERATED EQUITY INCOME FUND INC - FEDERATED EQUITY INCOME FUND INC Class A Shares
|
|
|
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|
ICPAX - INTEGRITY FUNDS - Integrity Mid-North American Resources Fund , Class A
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
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Advanced Series Trust - Ast Advanced Strategies Portfolio
|
|
|
|
|
|
Eq Wealth Advisors, Llc
|
|
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|
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|
Summit Trail Advisors, Llc
|
|
|
|
|
|
Calamos Global Dynamic Income Fund
|
|
|
|
|
|
Schwartz Investment Counsel Inc
|
|
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|
|
First Hawaiian Bank
|
|
|
|
|
|
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
|
|
|
|
|
Mountain Hill Investment Partners Corp.
|
|
|
|
|
|
Baker Ellis Asset Management LLC
|
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|
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|
|
Clarity Financial LLC
|
|
|
|
|
|
Fielder Capital Group LLC
|
|
|
|
|
|
Lakewood Asset Management LLC
|
|
|
|
|
|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
|
|
|
|
|
Formidable Asset Management, LLC
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
Farmers Trust Co
|
|
|
|
|
|
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
|
|
|
|
|
KG&L Capital Management,LLC
|
|
|
|
|
|
RPGEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Growth Stock Fund
|
|
|
|
|
|
VNIYX - Advisors' Inner Circle Fund II - VONTOBEL INTERNATIONAL EQUITY FUND Y Shares
|
|
|
|
|
|
Metis Global Partners, LLC
|
|
|
|
|
|
SPIN - SSGA Active Trust - SPDR SSGA US Equity Premium Income ETF
|
|
|
|
|
|
Park Square Financial Group, LLC
|
|
|
|
|
|
Winton Capital Group Ltd
|
|
|
|
|
|
State of Wyoming
|
|
|
|
|
|
MCF Advisors LLC
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A)
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
Vivaldi Capital Management, LLC
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
Builder Investment Group Inc /adv
|
|
|
|
|
|
Westbourne Investments, Inc.
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
Ilex Capital Partners (UK) LLP
|
|
|
|
|
|
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES
|
|
|
|
|
|
Eisler Capital Management Ltd.
|
|
|
|
|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
|
|
|
|
|
Intermede Investment Partners Ltd
|
|
|
|
|
|
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class
|
|
|
|
|
|
Aspire Private Capital, LLC
|
|
|
|
|
|
Quarry LP
|
|
|
|
|
|
Catalytic Wealth RIA, LLC
|
|
|
|
|
|
Missouri Trust & Investment Co
|
|
|
|
|
|
Marathon Capital Management
|
|
|
|
|
|
First Western Trust Bank
|
|
|
|
|
|
Econ Financial Services Corp
|
|
|
|
|
|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
Investment Research & Advisory Group, Inc.
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Growth & Income Fund Initial Class
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
Point72 Asset Management, L.P.
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
Two Sigma Investments, Lp
|
|
|
|
|
|
Glen Eagle Advisors, LLC
|
|
|
|
|
|
SummitTX Capital, L.P.
|
|
|
|
|
|
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF
|
|
|
|
|
|
CGIC - Capital Group International Core Equity ETF - Capital Group International Core Equity ETF Share Class
|
|
|
|
|
|
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
|
|
|
|
|
|
Primecap Management Co/ca/
|
|
|
|
|
|
Penserra Capital Management LLC
|
|
|
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
|
|
|
|
|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
|
|
|
|
|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
|
|
|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
|
|
|
|
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A
|
|
|
|
|
|
Summit Global Investments
|
|
|
|
|
|
Beese Fulmer Investment Management, Inc.
|
|
|
|
|
|
HAPI - Harbor ETF Trust - Harbor Corporate Culture ETF
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
RBLD - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Global Engineering and Construction ETF
|
|
|
|
|
|
Heritage Investors Management Corp
|
|
|
|
|
|
PPI - Investment Managers Series Trust II - AXS Astoria Inflation Sensitive ETF
|
|
|
|
|
|
Webster Bank, N. A.
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
Cornerstone Total Return Fund Inc
|
|
|
|
|
|
Rockland Trust Co
|
|
|
|
|
|
JAEDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Blue Chip Growth Trust NAV
|
|
|
|
|
|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
|
|
|
|
|
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
|
|
|
|
|
|
Brevan Howard Capital Management LP
|
|
|
|
|
|
Birchbrook, Inc.
|
|
|
|
|
|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
|
|
|
|
Robeco Institutional Asset Management B.V.
|
|
|
|
|
|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
|
|
|
|
Harvest Portfolios Group Inc.
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
Schwerin Boyle Capital Management Inc
|
|
|
|
|
|
MRJIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Real Assets Portfolio Class I
|
|
|
|
|
|
FARYX - Northern Lights Fund Trust IV - Fulcrum Diversified Absolute Return Fund Super Institutional Class
|
|
|
|
|
|
Gabelli Funds Llc
|
|
|
|
|
|
First Merchants Corp
|
|
|
|
|
|
ACGR - AMERICAN CENTURY ETF TRUST - American Century Sustainable Growth ETF
|
|
|
|
|
|
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF
|
|
|
|
|
|
TSWEX - JOHCM Funds Trust - TSW Large Cap Value Fund Advisor Shares
|
|
|
|
|
|
GBCIX - Gabelli Dividend Growth Fund - The Gabelli Dividend Growth Fund Class I
|
|
|
|
|
|
Insigneo Advisory Services, Llc
|
|
|
|
|
|
Conning Inc.
|
|
|
|
|
|
LifePlan Financial, LLC
|
|
|
|
|
|
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
Spears Abacus Advisors LLC
|
|
|
|
|
|
Opal Wealth Advisors, LLC
|
|
|
|
|
|
Baxter Bros Inc
|
|
|
|
|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
|
|
|
PRAFX - T. Rowe Price Real Assets Fund, Inc. - T. Rowe Price Real Assets Fund, Inc.
|
|
|
|
|
|
BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class
|
|
|
|
|
|
Luminist Capital LLC
|
|
|
|
|
|
Los Angeles Capital Management Llc
|
|
|
|
|
|
Foster Dykema Cabot & Partners, Llc
|
|
|
|
|
|
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
|
|
|
|
|
|
CM Management, LLC
|
|
|
|
|
|
Mission Creek Capital Partners, Inc.
|
|
|
|
|
|
Banco Santander, S.A.
|
|
|
|
|
|
IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
Live Oak Private Wealth LLC
|
|
|
|
|
|
VWNFX - VANGUARD WINDSOR FUNDS - Vanguard Windsor II Fund Investor Shares
|
|
|
|
|
|
PNEAX - Virtus Investment Trust - Virtus NFJ Dividend Value Fund A
|
|
|
|
|
|
Country Trust Bank
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
Gamco Global Gold, Natural Resources & Income Trust
|
|
|
|
|
|
Willis Johnson & Associates, Inc.
|
|
|
|
|
|
Mattson Financial Services, LLC
|
|
|
|
|
|
Pitcairn Co
|
|
|
|
|
|
Permanent Capital Management, LP
|
|
|
|
|
|
Nissay Asset Management Corp /japan/ /adv
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
Ninety One UK Ltd
|
|
|
|
|
|
GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class
|
|
|
|
|
|
Commerzbank Aktiengesellschaft /fi
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
Fulcrum Asset Management LLP
|
|
|
|
|
|
Westerkirk Capital Inc.
|
|
|
|
|
|
HBW Advisory Services LLC
|
|
|
|
|
|
EagleClaw Capital Managment, LLC
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
Gryphon Financial Partners LLC
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares
|
|
|
|
|
|
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
|
|
|
|
|
|
Coastline Trust Co
|
|
|
|
|
|
Murphy Pohlad Asset Management LLC
|
|
|
|
|
|
SWAN Capital LLC
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
Bfsg, Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
Freestone Grove Partners LP
|
|
|
|
|
|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
|
|
|
|
Beta Wealth Group, Inc.
|
|
|
|
|
|
FTCE - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust New Constructs Core Earnings Leaders ETF
|
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F
|
|
|
|
|
|
RND - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Bloomberg R&D Leaders ETF
|
|
|
|
|
|
USS Investment Management Ltd
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
Tectonic Advisors Llc
|
|
|
|
|
|
Argyle Capital Management Inc.
|
|
|
|
|
|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity
|
|
|
|
|
|
Emerald Advisors, LLC
|
|
|
|
|
|
TRLGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Growth Fund
|
|
|
|
|
|
Thrivent Core Funds - Thrivent Core Low Volatility Equity Fund
|
|
|
|
|
|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
Alta Advisers Ltd
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
Viking Fund Management Llc
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
|
|
|
|
|
Truffle Hound Capital, LLC
|
|
|
|
|
|
LCF - Touchstone ETF Trust - Touchstone US Large Cap Focused ETF
|
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|
Sanders Capital, LLC
|
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|
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|
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A
|
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|
First Command Advisory Services, Inc.
|
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|
OPTZ - Advisor Managed Portfolios - Optimize Strategy Index ETF
|
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|
Peoples Financial Services Corp.
|
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|
Woodstock Corp
|
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BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
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|
Chung Wu Investment Group, LLC
|
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|
Kiker Wealth Management, LLC
|
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|
Disciplina Capital Management LLC
|
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|
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
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|
Hara Capital LLC
|
|
|
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|
Maven Securities LTD
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
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Sender Co & Partners, Inc.
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|
BVSIX - FORUM FUNDS II - Baywood SociallyResponsible Fund Institutional Shares
|
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|
Schrum Private Wealth Management LLC
|
|
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Columbia Funds Variable Series Trust II - CTIVP - T. Rowe Price Large Cap Value Fund Class 1
|
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|
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|
Holderness Investments Co
|
|
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|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares
|
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RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
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|
Hurley Capital, LLC
|
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|
Prudential Financial Inc
|
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IMG Wealth Management, Inc.
|
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TWBIX - American Century Mutual Funds, Inc. - Balanced Fund Investor Class
|
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Kestra Advisory Services, LLC
|
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Councilmark Asset Management, LLC
|
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Holistic Financial Partners
|
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MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
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Concurrent Investment Advisors, LLC
|
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HAP - VanEck Vectors ETF Trust - VanEck Vectors Natural Resources ETF
|
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|
Investment Advisory Services Inc /tx /adv
|
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|
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|
Oakworth Capital, Inc.
|
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GFG Capital, LLC
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
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|
Canandaigua National Bank & Trust Co
|
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Sumitomo Mitsui Trust Holdings, Inc.
|
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Fayez Sarofim & Co
|
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Private Trust Co Na
|
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Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
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Principia Wealth Advisory, LLC
|
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Hotchkis & Wiley Capital Management Llc
|
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Bartlett & Co. Wealth Management Llc
|
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Community Trust & Investment Co
|
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IXC - iSHARES TRUST - iShares Global Energy ETF
|
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Strategic Investment Advisors / MI
|
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Old National Bancorp /in/
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New Mexico Educational Retirement Board
|
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Gulf International Bank (UK) Ltd
|
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WBIG - Absolute Shares Trust - WBI BullBear Yield 3000 ETF
|
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|
FIKDX - Ultimus Managers Trust - Kempner Multi-Cap Deep Value Fund Institutional Class
|
|
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|
N.E.W. Advisory Services LLC
|
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XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
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BI Asset Management Fondsmaeglerselskab A/S
|
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Noesis Capital Mangement Corp
|
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Nisa Investment Advisors, Llc
|
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IPG Investment Advisors LLC
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RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc.
|
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Hardy Reed LLC
|
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USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
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|
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A
|
|
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|
JNBA Financial Advisors
|
|
|
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Capital International Inc /ca/
|
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THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
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|
Samjo Management, LLC
|
|
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|
Raiffeisen Bank International AG
|
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SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
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|
Citizens National Bank Trust Department
|
|
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|
TPDAX - TIMOTHY PLAN - Timothy Plan Defensive Strategies Fund Class A
|
|
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|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
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|
PEVC - Pacer Funds Trust - Pacer PE/VC ETF
|
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|
Waters Parkerson & Co., Llc
|
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Laurion Capital Management LP
|
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MeadowBrook Investment Advisors LLC
|
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|
Valued Wealth Advisors LLC
|
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|
|
U S Global Investors Inc
|
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|
Glenmede Investment Management, LP
|
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|
Core Alternative Capital
|
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|
Citadel Advisors Llc
|
|
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|
Mirae Asset Global Investments Co., Ltd.
|
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|
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class
|
|
|
|
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|
Lyell Wealth Management, Lp
|
|
|
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|
Assenagon Asset Management S.A.
|
|
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|
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|
DGT - SPDR SERIES TRUST - SPDR(R) Global Dow ETF
|
|
|
|
|
|
HEJD - Victory Portfolios II - VictoryShares Hedged Equity Income ETF
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
Mathes Company, Inc.
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Diversified International Account Class 1
|
|
|
|
|
|
Dynasty Wealth Management, Llc
|
|
|
|
|
|
VARAX - Investment Managers Series Trust II - Vivaldi Merger Arbitrage Fund Class A Shares
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Gabelli Dividend & Income Trust
|
|
|
|
|
|
Stamos Capital Partners, L.p.
|
|
|
|
|
|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
|
|
|
|
|
Quest 10 Wealth Builders, Inc.
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
EQIN - Columbia ETF Trust I - Columbia Sustainable U.S. Equity Income ETF
|
|
|
|
|
|
Pin Oak Investment Advisors Inc
|
|
|
|
|
|
Shell Asset Management Co
|
|
|
|
|
|
Moors & Cabot, Inc.
|
|
|
|
|
|
Center for Financial Planning, Inc.
|
|
|
|
|
|
Mainstay Capital Management Llc /adv
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Large Cap Disciplined Value VIP Fund
|
|
|
|
|
|
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund
|
|
|
|
|
|
BPAIX - RBB FUND, INC. - Boston Partners All-Cap Value Fund INSTITUTIONAL
|
|
|
|
|
|
Regal Investment Advisors LLC
|
|
|
|
|
|
USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF
|
|
|
|
|
|
DESRX - DEUTSCHE DWS INVESTMENT TRUST - DWS ESG Core Equity Fund Class R
|
|
|
|
|
|
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A
|
|
|
|
|
|
Aquatic Capital Management LLC
|
|
|
|
|
|
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
|
|
|
|
|
Exencial Wealth Advisors, Llc
|
|
|
|
|
|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
|
|
|
|
Coston, McIsaac & Partners
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
Belpointe Asset Management LLC
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP T. Rowe Price Equity Income Portfolio Initial Class
|
|
|
|
|
|
Kanawha Capital Management Llc
|
|
|
|
|
|
Longfellow Investment Management Co Llc
|
|
|
|
|
|
Meyer Handelman Co
|
|
|
|
|
|
Bradley Foster & Sargent Inc/ct
|
|
|
|
|
|
Profunds - Profund Vp Bull
|
|
|
|
|
|
Narwhal Capital Management
|
|
|
|
|
|
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
TEMIX - Franklin Mutual Series Funds - Franklin Mutual European Fund Class A
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
Chesley Taft & Associates LLC
|
|
|
|
|
|
DMG Group, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
|
Hennion & Walsh Asset Management, Inc.
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
ENDW - EA Series Trust - Cambria Endowment Style ETF
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
|
|
|
EKBAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Capital Builder Fund Class A
|
|
|
|
|
|
AVERX - SCHWARTZ INVESTMENT TRUST - Schwartz Value Focused Fund
|
|
|
|
|
|
SPUS - Tidal ETF Trust - SP Funds S&P 500 Sharia Industry Exclusions ETF
|
|
|
|
|
|
Wolff Wiese Magana Llc
|
|
|
|
|
|
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
Mutual Of America Capital Management Llc
|
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
AVLV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value ETF
|
|
|
|
|
|
Foronjy Financial Llc
|
|
|
|
|
|
USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF
|
|
|
|
|
|
Stockman Wealth Management, Inc.
|
|
|
|
|
|
Signature Resources Capital Management, LLC
|
|
|
|
|
|
Sigma Investment Counselors Inc
|
|
|
|
|
|
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
|
|
|
|
|
Koss-Olinger Consulting, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
Wealth Alliance Advisory Group, LLC
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
Aft, Forsyth & Sober, LLC
|
|
|
|
|
|
Vinva Investment Management Ltd
|
|
|
|
|
|
Clifford Swan Investment Counsel Llc
|
|
|
|
|
|
Csenge Advisory Group
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
Boyd Watterson Asset Management Llc/oh
|
|
|
|
|
|
Caitong International Asset Management Co., Ltd
|
|
|
|
|
|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
|
|
|
|
|
Global Trust Asset Management, LLC
|
|
|
|
|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
|
|
|
|
Nbt Bank N A /ny
|
|
|
|
|
|
QTR Family Wealth, LLC
|
|
|
|
|
|
Bellevue Asset Management, Llc
|
|
|
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
|
TFPN - Tidal Trust II - Blueprint Chesapeake Multi-Asset Trend ETF
|
|
|
|
|
|
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
|
|
|
|
|
Capital International Investors
|
|
|
|
|
|
Tritonpoint Wealth, Llc
|
|
|
|
|
|
Nordea Investment Management Ab
|
|
|
|
|
|
APDWX - ARTISAN PARTNERS FUNDS INC - Artisan Value Income Fund Advisor Shares
|
|
|
|
|
|
Siemens Fonds Invest GmbH
|
|
|
|
|
|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
|
|
|
|
|
Ssa Swiss Advisors Ag
|
|
|
|
|
|
CANTOR SELECT PORTFOLIOS TRUST - Cantor FBP Equity & Dividend Plus Fund Institutional Class
|
|
|
|
|
|
Empirical Finance, LLC
|
|
|
|
|
|
Campbell & CO Investment Adviser LLC
|
|
|
|
|
|
AustralianSuper Pty Ltd
|
|
|
|
|
|
IMC-Chicago, LLC
|
|
|
|
|
|
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
|
|
|
|
|
SEBLX - TOUCHSTONE STRATEGIC TRUST - Touchstone Balanced Fund Class A
|
|
|
|
|
|
VAGVX - VANGUARD WHITEHALL FUNDS - Vanguard Advice Select Global Value Fund Admiral Shares
|
|
|
|
|
|
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF
|
|
|
|
|
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
|
|
|
|
|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
|
|
|
|
|
Poehling Capital Management, LLC
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
TRBCX - T. Rowe Price Blue Chip Growth Fund, Inc. - T. Rowe Price Blue Chip Growth Fund, Inc.
|
|
|
|
|
|
First Eagle Investment Management, LLC
|
|
|
|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
Chilton Capital Management Llc
|
|
|
|
|
|
Evanson Asset Management, LLC
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
Ivy Variable Insurance Portfolios - Ivy VIP Energy Class II
|
|
|
|
|
|
HIACX - Hartford Series Fund Inc - Hartford Capital Appreciation Hls Fund Ia
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
Pinnacle Bancorp, Inc.
|
|
|
|
|
|
Miracle Mile Advisors, LLC
|
|
|
|
|
|
AdvisorShares Investments LLC
|
|
|
|
|
|
AADBX - AMERICAN BEACON FUNDS - American Beacon Balanced Fund Institutional Class
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
GDLFX - FundVantage Trust - Gotham Defensive Long 500 Fund Institutional Class
|
|
|
|
|
|
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
Retirement Systems of Alabama
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
Elo Mutual Pension Insurance Co
|
|
|
|
|
|
SURE - AdvisorShares Trust - AdvisorShares DoubleLine Value Equity ETF
|
|
|
|
|
|
Ivy Variable Insurance Portfolios - Ivy VIP International Core Equity Class II
|
|
|
|
|
|
Tradewinds Capital Management, LLC
|
|
|
|
|
|
Mystic Asset Management, Inc.
|
|
|
|
|
|
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
|
|
|
|
|
Dakota Wealth Management
|
|
|
|
|
|
JTC Employer Solutions Trusteee Ltd
|
|
|
|
|
|
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
Alerus Financial Na
|
|
|
|
|
|
Norges Bank
|
|
|
|
|
|
RYEIX - RYDEX SERIES FUNDS - Energy Fund Investor Class
|
|
|
|
|
|
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
|
|
|
|
|
|
Sava Infond d.o.o.
|
|
|
|
|
|
Investment Management Corp of Ontario
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
Murphy & Mullick Capital Management Corp
|
|
|
|
|
|
CAPROCK Group, Inc.
|
|
|
|
|
|
BOK Financial Private Wealth, Inc.
|
|
|
|
|
|
Kennebec Savings Bank
|
|
|
|
|
|
DnB Asset Management AS
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
FIL Ltd
|
|
|
|
|
|
Centennial Bank/AR/
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
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|
|
Greenup Street Wealth Management Llc
|
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|
|
|
ORG Partners LLC
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
DSHFX - Brinker Capital Destinations Trust - Destinations Shelter Fund Class I
|
|
|
|
|
|
ARFFX - ARIEL INVESTMENT TRUST - Ariel Focus Fund Investor Class
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
|
|
|
|
|
WealthTrust Axiom LLC
|
|
|
|
|
|
Northwestern Mutual Investment Management Company, Llc
|
|
|
|
|
|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
|
|
|
|
|
Sequent Asset Management, LLC
|
|
|
|
|
|
QDVSX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group ESG Stock Fund for Retirement Plans
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
|
|
|
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|
Illinois Municipal Retirement Fund
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
Stephenson National Bank & Trust
|
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|
|
|
|
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A
|
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BUFBX - BUFFALO FUNDS - Buffalo Flexible Income Fund Investor Class
|
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|
Bright Rock Capital Management, Llc
|
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|
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|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
|
|
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|
Sompo Japan Nipponkoa Asset Management Co.,ltd.
|
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|
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|
Pineridge Advisors LLC
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|
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|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
|
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|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
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|
|
|
BUNRX - BULLFINCH FUND INC - Unrestricted Series
|
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Smith, Moore & Co.
|
|
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PRUDENTIAL SERIES FUND - NATURAL RESOURCES PORTFOLIO Class I
|
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|
Welch & Forbes Llc
|
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Achmea Investment Management B.V.
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|
Waterfront Wealth Inc.
|
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|
Front Row Advisors LLC
|
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Minot DeBlois Advisors LLC
|
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First Community Trust Na
|
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Canada Pension Plan Investment Board
|
|
|
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ISAM Funds (UK) Ltd
|
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Panagora Asset Management Inc
|
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|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
|
|
|
|
AVLVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value Fund Institutional Class
|
|
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|
|
|
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
|
|
|
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|
Intrua Financial, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
|
|
|
|
Nova Wealth Management, Inc.
|
|
|
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|
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB
|
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|
Ariel Investments, Llc
|
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Voya Investment Management Llc
|
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DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF
|
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Stephens Consulting, LLC
|
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|
Highline Wealth Partners Llc
|
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Hilltop National Bank
|
|
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|
|
Great Lakes Retirement, Inc.
|
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|
HighPoint Advisor Group LLC
|
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|
Jfs Wealth Advisors, Llc
|
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|
Painted Porch Advisors LLC
|
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|
Cresset Asset Management, LLC
|
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|
Jpmorgan Chase & Co
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
|
|
|
WCMVX - Investment Managers Series Trust - WCM Focused International Value Fund Institutional Class Shares
|
|
|
|
|
|
ENPIX - Profunds - Oil & Gas Ultrasector Profund Investor Class
|
|
|
|
|
|
QAOSWX - T. Rowe Price Equity Series, Inc. - T. Rowe Price New America Growth Portfolio
|
|
|
|
|
|
Northern Oak Wealth Management Inc
|
|
|
|
|
|
Howard Hughes Medical Institute
|
|
|
|
|
|
FTWO - EA Series Trust - Strive FAANG 2.0 ETF
|
|
|
|
|
|
American Alpha Advisors, LLC
|
|
|
|
|
|
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
|
|
|
|
|
|
Winthrop Capital Management, LLC
|
|
|
|
|
|
Great West Life Assurance Co /can/
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
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|
|
|
Founders Capital Management
|
|
|
|
|
|
Stock Yards Bank & Trust Co
|
|
|
|
|
|
Cornerstone Wealth Management, LLC
|
|
|
|
|
|
Resonant Capital Advisors, LLC
|
|
|
|
|
|
Hills Bank & Trust Co
|
|
|
|
|
|
Ostrum Asset Management
|
|
|
|
|
|
DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF
|
|
|
|
|
|
Howard Capital Management Inc.
|
|
|
|
|
|
RYMSX - RYDEX SERIES FUNDS - Guggenheim Multi-Hedge Strategies Fund Class P
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
Independence Bank of Kentucky
|
|
|
|
|
|
Bridge Creek Capital Management LLC
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
S&t Bank/pa
|
|
|
|
|
|
Kathmere Capital Management, LLC
|
|
|
|
|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
|
|
TPLE - TIMOTHY PLAN - Timothy Plan US Large/Mid Cap Core Enhanced ETF
|
|
|
|
|
|
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
FENY - FIDELITY COVINGTON TRUST - Fidelity MSCI Energy Index ETF
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA World Equity Income Fund Class P
|
|
|
|
|
|
FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
Reliant Investment Management, LLC
|
|
|
|
|
|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
|
|
|
|
Earnest Partners Llc
|
|
|
|
|
|
TEQI - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Equity Income ETF
|
|
|
|
|
|
Fruth Investment Management
|
|
|
|
|
|
Stanley-Laman Group, Ltd.
|
|
|
|
|
|
Shelton Capital Management
|
|
|
|
|
|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
|
|
|
|
|
MSTFX - Morningstar Funds Trust - Morningstar International Equity Fund
|
|
|
|
|
|
ACVF - ETF Opportunities Trust - American Conservative Values ETF
|
|
|
|
|
|
AVIE - AMERICAN CENTURY ETF TRUST - Avantis Inflation Focused Equity ETF
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Innovators Fund Class Y
|
|
|
|
|
|
Tiaa Trust, National Association
|
|
|
|
|
|
Resona Asset Management Co.,Ltd.
|
|
|
|
|
|
Onefund, Llc
|
|
|
|
|
|
Rakuten Securities, Inc.
|
|
|
|
|
|
Cary Street Partners Financial Llc
|
|
|
|
|
|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
|
|
|
|
MMRFX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Real Assets Fund Class I
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
Meeder Advisory Services, Inc.
|
|
|
|
|
|
Highland Capital Management, Llc
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
|
|
|
|
Foundations Investment Advisors, LLC
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
Grandfield & Dodd, Llc
|
|
|
|
|
|
SMOT - VanEck ETF Trust - VanEck Morningstar SMID Moat ETF
|
|
|
|
|
|
IVVYX - IVY FUNDS - Ivy International Core Equity Fund Class Y
|
|
|
|
|
|
SSUSX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street U.S. Equity V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Securian Funds Trust - SFT T. Rowe Price Value Fund
|
|
|
|
|
|
Solstein Capital, LLC
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
TESIX - Franklin Mutual Series Funds - Franklin Mutual Shares Fund Class A
|
|
|
|
|
|
Associated Banc-corp
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
Capital Investment Counsel, Inc
|
|
|
|
|
|
Bnp Paribas
|
|
|
|
|
|
Cibc World Markets Corp
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
|
Millstone Evans Group, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
Groupe la Francaise
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
TILCX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Value Fund
|
|
|
|
|
|
Allianzgi Nfj Dividend, Interest & Premium Strategy Fund
|
|
|
|
|
|
Boothbay Fund Management, Llc
|
|
|
|
|
|
TruNorth Capital Management, LLC
|
|
|
|
|
|
Hancock Whitney Corp
|
|
|
|
|
|
BPLSX - RBB FUND, INC. - Boston Partners Long/Short Equity Fund INSTITUTIONAL
|
|
|
|
|
|
Fort Washington Investment Advisors Inc /oh/
|
|
|
|
|
|
Park National Corp /oh/
|
|
|
|
|
|
NEWFX - NEW WORLD FUND INC - NEW WORLD FUND INC Class A
|
|
|
|
|
|
Elequin Capital Lp
|
|
|
|
|
|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
|
|
|
|
|
VSRDX - VALIC Co I - U.S. Socially Responsible Fund
|
|
|
|
|
|
Nomura Holdings Inc
|
|
|
|
|
|
First Financial Bankshares Inc
|
|
|
|
|
|
Robinson Value Management, Ltd.
|
|
|
|
|
|
First Manhattan Co
|
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C
|
|
|
|
|
|
HWLIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Large Cap Value Fund Class I
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
|
|
|
L2 Asset Management, LLC
|
|
|
|
|
|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
|
|
|
|
Iron Horse Wealth Management, LLC
|
|
|
|
|
|
DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Bangor Savings Bank
|
|
|
|
|
|
Huntleigh Advisors, Inc.
|
|
|
|
|
|
TEQIX - Franklin Mutual Series Funds - Franklin Mutual Quest Fund Class A
|
|
|
|
|
|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
|
|
|
|
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
|
|
|
|
|
|
Kerusso Capital Management LLC
|
|
|
|
|
|
Sagespring Wealth Partners, Llc
|
|
|
|
|
|
Ofi Invest Asset Management
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
Adalta Capital Management LLC
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
Teza Capital Management LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
|
|
|
|
|
Spirit Of America Management Corp/ny
|
|
|
|
|
|
HAP Trading, LLC
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
|
|
|
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
JVMAX - John Hancock Funds III - John Hancock Disciplined Value Mid Cap Fund Class A
|
|
|
|
|
|
ROSS\JOHNSON & Associates LLC
|
|
|
|
|
|
Capstone Investment Advisors, Llc
|
|
|
|
|
|
Meiji Yasuda Life Insurance Co
|
|
|
|
|
|
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A
|
|
|
|
|
|
Twin Capital Management Inc
|
|
|
|
|
|
Allianz Se
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
BPGIX - RBB FUND, INC. - Boston Partners Global Equity Fund Institutional Class
|
|
|
|
|
|
VPCCX - VANGUARD FENWAY FUNDS - Vanguard PRIMECAP Core Fund Investor Shares
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
|
|
Kings Path Partners LLC
|
|
|
|
|
|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
FTIF - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Bloomberg Inflation Sensitive Equity ETF
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
FKINX - Franklin Custodian Funds - Franklin Income Fund Class A1
|
|
|
|
|
|
Great Diamond Partners, LLC
|
|
|
|
|
|
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
|
|
|
|
|
|
Windmill Hill Asset Management Ltd
|
|
|
|
|
|
Miller Financial Services LLC
|
|
|
|
|
|
OEPIX - Profunds - Oil Equipment & Services Ultrasector Profund Investor Class
|
|
|
|
|
|
Van Cleef Asset Management,Inc
|
|
|
|
|
|
VMVIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Value Index Fund Investor Shares
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
Lineweaver Wealth Advisors, LLC
|
|
|
|
|
|
Essex Investment Management Co Llc
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1
|
|
|
|
|
|
Godsey & Gibb Associates
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA LARGE CORE SERIES
|
|
|
|
|
|
Chicago Capital, LLC
|
|
|
|
|
|
King Luther Capital Management Corp
|
|
|
|
|
|
Sanders Morris Harris Llc
|
|
|
|
|
|
Factory Mutual Insurance Co
|
|
|
|
|
|
AMF Pensionsforsakring AB
|
|
|
|
|
|
FTA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Value AlphaDEX Fund
|
|
|
|
|
|
Linscomb & Williams, Inc.
|
|
|
|
|
|
FEBAX - FIRST EAGLE FUNDS - First Eagle Global Income Builder Fund Class A
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
Francis Financial, Inc.
|
|
|
|
|
|
Adage Capital Partners Gp, L.l.c.
|
|
|
|
|
|
Deseret Mutual Benefit Administrators
|
|
|
|
|
|
Central Bank & Trust Co
|
|
|
|
|
|
Mesirow Financial Investment Management, Inc.
|
|
|
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
|
|
|
|
|
Evercore Wealth Management, LLC
|
|
|
|
|
|
Woodline Partners LP
|
|
|
|
|
|
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A
|
|
|
|
|
|
RBB FUND, INC. - SGI Enhanced Market Leaders ETF
|
|
|
|
|
|
Stonebridge Capital Advisors LLC
|
|
|
|
|
|
EIPX - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Energy Income Partners Strategy ETF
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
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USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
|
|
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|
Waldron Private Wealth LLC
|
|
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|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
|
|
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|
Fairman Group, LLC
|
|
|
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|
PRDAX - PRINCIPAL FUNDS INC - Diversified Real Asset Fund Class A
|
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|
Washington Capital Management Inc
|
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|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
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|
National Asset Management, Inc.
|
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KDHAX - DEUTSCHE DWS INVESTMENT TRUST - DWS CROCI Equity Dividend Fund Class A
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
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MBCGX - MASSMUTUAL SELECT FUNDS - MassMutual Select Blue Chip Growth Fund Class A
|
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|
Black Cypress Capital Management, LLC
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MEMKX - BNY MELLON FUNDS TRUST - BNY Mellon Emerging Markets Fund Class M Shares
|
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DBALX - WILLIAMSBURG INVESTMENT TRUST - Davenport Balanced Income Fund
|
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|
HFM Investment Advisors, LLC
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Wealthfront Advisers Llc
|
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Cetera Trust Company, N.A
|
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|
Ensign Peak Advisors, Inc
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DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
|
|
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|
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
|
|
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|
OFOS - EXCHANGE TRADED CONCEPTS TRUST - Range Global Offshore Oil Services Index ETF
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
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|
Providence Capital Advisors, LLC
|
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|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
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|
Sunbelt Securities, Inc.
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Premier Path Wealth Partners, LLC
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NJ State Employees Deferred Compensation Plan
|
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|
Capital International Ltd /ca/
|
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GRHIX - Goehring & Rozencwajg Investment Funds - Goehring & Rozencwajg Resources Fund Institutional Class Shares
|
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|
Marble Harbor Investment Counsel, LLC
|
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|
Jackson, Grant Investment Advisers, Inc.
|
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Global Retirement Partners, LLC
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TRVLX - T. Rowe Price Value Fund, Inc. - T. Rowe Price Value Fund, Inc.
|
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Man Group plc
|
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Capula Management Ltd
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DQIAX - BNY Mellon Investment Funds III - BNY Mellon Equity Income Fund Class A
|
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|
Bay Harbor Wealth Management, LLC
|
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EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
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|
Harding Loevner Lp
|
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Cerity Partners LLC
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QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
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America First Investment Advisors, LLC
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Hershey Financial Advisers, LLC
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ADME - ETF Series Solutions - Aptus Drawdown Managed Equity ETF
|
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DT Investment Partners, LLC
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Brooks, Moore & Associates, Inc.
|
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STSEX - Blackrock Funds - Blackrock Exchange Portfolio Blackrock
|
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Citizens & Northern Corp
|
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Groupama Asset Managment
|
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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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SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
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YALL - Tidal ETF Trust - God Bless America ETF
|
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New York State Teachers Retirement System
|
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Fulton Bank, N.a.
|
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Laurel Wealth Advisors LLC
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Magnetar Financial LLC
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HB Wealth Management, LLC
|
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LaFleur & Godfrey LLC
|
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OALVX - Optimum Fund Trust - Optimum Large Cap Value Fund Class A
|
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|
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|
Lowe Brockenbrough & Co Inc
|
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|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
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GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class
|
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|
CWM Advisors, LLC
|
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|
Security National Bank Of So Dak
|
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Kempner Capital Management Inc.
|
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Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
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|
Axxcess Wealth Management, Llc
|
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|
Janney Capital Management LLC
|
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|
Calamos Advisors LLC
|
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|
Aprio Wealth Management, LLC
|
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|
Impact Partnership Wealth, LLC
|
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|
Roof Eidam & Maycock/adv
|
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|
Monetary Management Group Inc
|
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|
South Dakota Investment Council
|
|
|
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|
Millennium Management Llc
|
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|
Boston Private Wealth Llc
|
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|
Community Bank, N.A.
|
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|
|
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|
Bell Investment Advisors, Inc
|
|
|
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|
PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3
|
|
|
|
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|
Tokio Marine Asset Management Co Ltd
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Disciplined Core Value Fund Service Class
|
|
|
|
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|
BQLCX - TRUST FOR PROFESSIONAL MANAGERS - Bright Rock Quality Large Cap Fund Institutional Class Shares
|
|
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|
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|
Verition Fund Management LLC
|
|
|
|
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|
Dai-Ichi Life Insurance Company, Ltd
|
|
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|
|
Captrust Financial Advisors
|
|
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|
|
HBK Sorce Advisory LLC
|
|
|
|
|
|
Crumly & Associates Inc.
|
|
|
|
|
|
Vermillion Wealth Management, Inc.
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
Community Bank of Raymore
|
|
|
|
|
|
Burke & Herbert Bank & Trust Co
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
ADAVX - Aberdeen Funds - Aberdeen Dynamic Dividend Fund Class A
|
|
|
|
|
|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
|
|
|
DIG - PROSHARES TRUST - ProShares Ultra Oil & Gas
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
Hazlett, Burt & Watson, Inc.
|
|
|
|
|
|
Davis Capital Management
|
|
|
|
|
|
Welch Group, LLC
|
|
|
|
|
|
ADLVX - Ultimus Managers Trust - ADLER VALUE FUND Institutional Class
|
|
|
|
|
|
YANKCOM Partnership
|
|
|
|
|
|
Sierra Ocean, Llc
|
|
|
|
|
|
Vanguard Capital Wealth Advisors
|
|
|
|
|
|
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
|
|
|
|
|
|
GILIX - New Age Alpha Funds Trust - NAA LARGE CORE FUND Institutional Class
|
|
|
|
|
|
Vontobel Holding Ltd.
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
IETC - iShares U.S. ETF Trust - iShares Evolved U.S. Technology ETF
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Thompson Siegel & Walmsley Llc
|
|
|
|
|
|
Seacrest Wealth Management, Llc
|
|
|
|
|
|
ADANX - AQR Funds - AQR Diversified Arbitrage Fund Class N
|
|
|
|
|
|
AADEX - AMERICAN BEACON FUNDS - American Beacon Large Cap Value Fund Institutional Class
|
|
|
|
|
|
Loudon Investment Management, LLC
|
|
|
|
|
|
FLOW - Global X Funds - Global X U.S. Cash Flow Kings 100 ETF
|
|
|
|
|
|
LGT Group Foundation
|
|
|
|
|
|
FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund
|
|
|
|
|
|
Kentucky Trust Co
|
|
|
|
|
|
ZABDFX - American Beacon Institutional Funds Trust - American Beacon Diversified Fund AAL Class
|
|
|
|
|
|
Syntax Research, Inc.
|
|
|
|
|
|
Everhart Financial Group, Inc.
|
|
|
|
|
|
Personal Cfo Solutions, Llc
|
|
|
|
|
|
Atticus Wealth Management, Llc
|
|
|
|
|
|
BIGRX - American Century Quantitative Equity Funds, Inc. - Income & Growth Fund Investor Class
|
|
|
|
|
|
Clarius Group, LLC
|
|
|
|
|
|
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
Twinbeech Capital Lp
|
|
|
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
|
|
|
|
|
|
DAMDX - Dunham Funds - Dunham Monthly Distribution Fund Class A
|
|
|
|
|
|
Ipswich Investment Management Co., Inc.
|
|
|
|
|
|
Brandes Investment Partners, Lp
|
|
|
|
|
|
PACIFIC SELECT FUND - Mid-Cap Value Portfolio Class I
|
|
|
|
|
|
WAMFX - BOSTON TRUST WALDEN FUNDS - Walden Midcap Fund
|
|
|
|
|
|
Bard Financial Services, Inc.
|
|
|
|
|
|
FERRX - FIRST EAGLE FUNDS - First Eagle Global Real Assets Fund Class R6
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
Guinness Asset Management LTD
|
|
|
|
|
|
First Citizens Bank & Trust Co
|
|
|
|
|
|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
|
|
|
|
Group One Trading, L.p.
|
|
|
|
|
|
Ceredex Value Advisors LLC
|
|
|
|
|
|
Profund Advisors Llc
|
|
|
|
|
|
FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
|
|
|
|
|
|
Quintet Private Bank (Europe) S.A.
|
|
|
|
|
|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
|
|
|
|
Union Savings Bank
|
|
|
|
|
|
FEVAX - FIRST EAGLE FUNDS - First Eagle U.S. Value Fund Class A
|
|
|
|
|
|
QAAHCX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Income Portfolio
|
|
|
|
|
|
Winch Advisory Services, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Wellington Energy Portfolio Class IB
|
|
|
|
|
|
Capital Asset Advisory Services LLC
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
|
|
|
Vision Capital Management, Inc.
|
|
|
|
|
|
Loomis Sayles & Co L P
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
TSAMX - THORNBURG INVESTMENT TRUST - Thornburg Summit Fund - Class A
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
|
|
|
|
|
TEDIX - Franklin Mutual Series Funds - Franklin Mutual Global Discovery Fund Class A
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
ACLC - AMERICAN CENTURY ETF TRUST - American Century Sustainable Equity ETF
|
|
|
|
|
|
Fiduciary Management Inc /wi/
|
|
|
|
|
|
RINT - Russell Investments Exchange Traded Funds - International Developed Equity Active ETF
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
Tcw Group Inc
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Mutual Shares Vip Fund Class 1
|
|
|
|
|
|
FNCRX - Franklin Strategic Series - Franklin Natural Resources Fund Class C
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
|
|
|
|
|
MAIPX - FORUM FUNDS - MAI Managed Volatility Fund Institutional
|
|
|
|
|
|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES
|
|
|
|
|
|
Impact Capital Partners LLC
|
|
|
|
|
|
BNIEX - UBS FUNDS - UBS International Sustainable Equity Fund CLASS A
|
|
|
|
|
|
Stone House Investment Management, LLC
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
Abbot Financial Management, Inc.
|
|
|
|
|
|
RINYX - RUSSELL INVESTMENT CO - International Developed Markets Fund Class Y
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
QDF - FlexShares Trust - FlexShares Quality Dividend Index Fund
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A
|
|
|
|
|
|
Schechter Investment Advisors, LLC
|
|
|
|
|
|
LZOEX - LAZARD FUNDS INC - Lazard Emerging Markets Equity Portfolio Open Shares
|
|
|
|
|
|
Ellis Investment Partners, LLC
|
|
|
|
|
|
Hennessy Advisors Inc
|
|
|
|
|
|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
|
|
|
|
|
Petrus Trust Company, LTA
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
Banque Cantonale Vaudoise
|
|
|
|
|
|
Virtu Financial LLC
|
|
|
|
|
|
PENN SERIES FUNDS INC - Index 500 Fund
|
|
|
|
|
|
Gradient Investments LLC
|
|
|
|
|
|
Martin & Co Inc /tn/
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
Patton Fund Management, Inc.
|
|
|
|
|
|
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
|
|
|
|
|
|
Ilmarinen Mutual Pension Insurance Co
|
|
|
|
|
|
Legacy Bridge, LLC
|
|
|
|
|
|
Johnson Financial Group, Inc.
|
|
|
|
|
|
FSENX - FIDELITY SELECT PORTFOLIOS - Energy Portfolio
|
|
|
|
|
|
DEUTSCHE DWS VARIABLE SERIES II - DWS International Growth VIP Class A
|
|
|
|
|
|
Audent Global Asset Management, LLC
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A
|
|
|
|
|
|
BUFGX - BUFFALO FUNDS - Buffalo Growth Fund Investor Class
|
|
|
|
|
|
SS&H Financial Advisors, Inc.
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
Bank of Jackson Hole Trust
|
|
|
|
|
|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
|
|
|
|
|
Versor Investments LP
|
|
|
|
|
|
AFDVX - World Funds Trust - Applied Finance Explorer Fund Investor Class
|
|
|
|
|
|
West Oak Capital, LLC
|
|
|
|
|
|
QUAL - iSHARES TRUST - iShares Edge MSCI USA Quality Factor ETF
|
|
|
|
|
|
Colrain Capital Llc
|
|
|
|
|
|
National Pension Service
|
|
|
|
|
|
Paladin Wealth, LLC
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Income Vip Fund Class 1
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
IGAAX - INTERNATIONAL GROWTH & INCOME FUND - International Growth and Income Fund Class A
|
|
|
|
|
|
XLE - SELECT SECTOR SPDR TRUST - The Energy Select Sector SPDR Fund
|
|
|
|
|
|
Financial Freedom, LLC
|
|
|
|
|
|
CLFFX - World Funds Trust - Clifford Capital Partners Fund Investor Class
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
Townsend Asset Management Corp /nc/ /adv
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
|
|
|
|
ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A
|
|
|
|
|
|
Keating Investment Counselors Inc
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Blue Chip Growth Fund Initial Class
|
|
|
|
|
|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
|
|
|
|
|
Americana Partners, LLC
|
|
|
|
|
|
Provenance Wealth Advisors, LLC
|
|
|
|
|
|
Varma Mutual Pension Insurance Co
|
|
|
|
|
|
Adirondack Trust Co
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
|
|
|
|
Patron Partners Advisors, Llc
|
|
|
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|
|
ABN AMRO Bank N.V.
|
|
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|
Sage Mountain Advisors LLC
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
FEGE - RBB Fund Trust - First Eagle Global Equity ETF
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
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|
|
|
|
Legacy Wealth Asset Management, LLC
|
|
|
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|
Korea Investment CORP
|
|
|
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|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
DVAL - Franklin Templeton ETF Trust - BrandywineGLOBAL-Dynamic US Large Cap Value ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Ultra Fund Standard Class
|
|
|
|
|
|
Wesbanco Bank Inc
|
|
|
|
|
|
Lsv Asset Management
|
|
|
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|
|
Graves-Light Private Wealth Management, Inc.
|
|
|
|
|
|
FQTEX - FRANKLIN STRATEGIC SERIES - Franklin Templeton SMACS: Series E Advisor Class
|
|
|
|
|
|
LOGIX - ADVISORS SERIES TRUST - Scharf Fund Institutional Class
|
|
|
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|
New Hampshire Trust
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Diversified Value Portfolio
|
|
|
|
|
|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
|
|
|
|
PXJ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Oil & Gas Services ETF
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
|
|
|
|
Nemes Rush Group LLC
|
|
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|
|
Vestmark Advisory Solutions, Inc.
|
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Dunhill Financial, LLC
|
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SOUTH STATE Corp
|
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CGC Financial Services, LLC
|
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EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
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TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R
|
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|
Cornerstone Strategic Value Fund Inc
|
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|
Everence Capital Management Inc
|
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|
AMERICAN FUNDS INSURANCE SERIES - Global Growth Fund Class 1
|
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|
Kingsview Wealth Management, LLC
|
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|
TFAFX - Tactical Investment Series Trust - Tactical Growth Allocation Fund Class I
|
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|
Anchor Capital Advisors Llc
|
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PFG Investments, LLC
|
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Parallax Volatility Advisers, L.P.
|
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Apriem Advisors
|
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FUNL - Advisor Managed Portfolios - CornerCap Fundametrics Large-Cap ETF
|
|
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|
XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF
|
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|
Maryland State Retirement & Pension System
|
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Fortress Private Ledger, Llc
|
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SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
|
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Grove Bank & Trust
|
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|
JAMEX - WILLIAMSBURG INVESTMENT TRUST - Jamestown Equity Fund
|
|
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|
Ascent Group, LLC
|
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Mitsubishi UFJ Asset Management (UK) Ltd.
|
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Yousif Capital Management, Llc
|
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TRANSAMERICA SERIES TRUST - Transamerica Levin Large Cap Value VP Service
|
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|
Atlantic Trust, LLC
|
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|
HNRIX - HENNESSY FUNDS TRUST - Hennessy BP Energy Fund Institutional Class
|
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|
Lighthouse Investment Partners, LLC
|
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North Capital, Inc.
|
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RGLO - Russell Investments Exchange Traded Funds - Global Equity Active ETF
|
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IEYAX - IVY FUNDS - Ivy Energy Fund Class A
|
|
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|
SRS Capital Advisors, Inc.
|
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|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
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|
Piscataqua Savings Bank
|
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|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
|
|
|
|
HDCAX - Mutual Fund & Variable Insurance Trust - Rational Equity Armor Fund Class A Shares
|
|
|
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|
Triangle Securities Wealth Management
|
|
|
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|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
|
|
La Banque Postale Asset Management SA
|
|
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|
|
XXEC, Inc.
|
|
|
|
|
|
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio
|
|
|
|
|
|
Roble, Belko & Company, Inc
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
Dogwood Wealth Management LLC
|
|
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|
|
Intellectus Partners, LLC
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
Ritholtz Wealth Management
|
|
|
|
|
|
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
|
|
|
|
|
|
Thompson Investment Management, Inc.
|
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|
|
Optimum Investment Advisors
|
|
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|
|
|
Regions Financial Corp
|
|
|
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|
|
West Branch Capital LLC
|
|
|
|
|
|
FANAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Energy Fund Class A
|
|
|
|
|
|
Keystone Financial Group
|
|
|
|
|
|
Titleist Asset Management, Llc
|
|
|
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|
|
Jacobi Capital Management LLC
|
|
|
|
|
|
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund
|
|
|
|
|
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
|
|
|
|
|
Neville Rodie & Shaw Inc
|
|
|
|
|
|
Thornburg Investment Management Inc
|
|
|
|
|
|
Forum Financial Management, LP
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
Cary Street Partner Investment Advisory Llc
|
|
|
|
|
|
Creekmur Asset Management LLC
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
Rathbone Brothers plc
|
|
|
|
|
|
Argent Trust Co
|
|
|
|
|
|
Schulhoff & Co Inc
|
|
|
|
|
|
Capital Fund Management S.a.
|
|
|
|
|
|
CALIFORNIA FIRST LEASING Corp
|
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
Daymark Wealth Partners, Llc
|
|
|
|
|
|
FISEX - Franklin Investors Securities Trust - Franklin Equity Income Fund Class A
|
|
|
|
|
|
Bingham Private Wealth, Llc
|
|
|
|
|
|
LSOFX - VALUED ADVISERS TRUST - LS Opportunity Fund - Institutional Class
|
|
|
|
|
|
Gateway Investment Advisers Llc
|
|
|
|
|
|
Avidian Wealth Solutions, LLC
|
|
|
|
|
|
Fidelis Capital Partners, LLC
|
|
|
|
|
|
AQGNX - AQR Funds - AQR Global Equity Fund Class N
|
|
|
|
|
|
VeraBank, N.A.
|
|
|
|
|
|
White Knight Strategic Wealth Advisors, LLC
|
|
|
|
|
|
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Balanced Fund
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
|
|
|
|
|
|
Investors Research Corp
|
|
|
|
|
|
TQMVX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Value Equity Fund
|
|
|
|
|
|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
|
|
|
|
Contravisory Investment Management, Inc.
|
|
|
|
|
|
Socorro Asset Management LP
|
|
|
|
|
|
GAUAX - Gabelli Utilities Fund - The Gabelli Utilities Fund Class A
|
|
|
|
|
|
Morton Community Bank
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
Masters Capital Management Llc
|
|
|
|
|
|
Holowesko Partners Ltd.
|
|
|
|
|
|
TWQAX - TRANSAMERICA FUNDS - Transamerica Large Cap Value A
|
|
|
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
|
|
|
|
|
Mcintyre Freedman & Flynn Investment Advisers Inc
|
|
|
|
|
|
Rexford Capital Inc
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
DVIPX - WILLIAMSBURG INVESTMENT TRUST - Davenport Value & Income Fund
|
|
|
|
|
|
MNDFX - MANNING & NAPIER FUND, INC. - Disciplined Value Series Class I
|
|
|
|
|
|
IENAX - AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - INVESCO Energy Fund Class A
|
|
|
|
|
|
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
|
|
|
|
|
|
Benin Management CORP
|
|
|
|
|
|
TWCUX - American Century Mutual Funds, Inc. - Ultra Fund Investor Class
|
|
|
|
|
|
LAZARD RETIREMENT SERIES INC - Lazard Retirement Emerging Markets Equity Portfolio Service Shares
|
|
|
|
|
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
WBIF - Absolute Shares Trust - WBI BullBear Value 3000 ETF
|
|
|
|
|
|
Monteagle Funds - Monteagle Enhanced Equity Income Fund Institutional Class
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Balanced Fund Service Class
|
|
|
|
|
|
Financial Advisory Service, Inc.
|
|
|
|
|
|
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio
|
|
|
|
|
|
Harvey Investment Co Llc
|
|
|
|
|
|
Jefferies Financial Group Inc.
|
|
|
|
|
|
Institutional Investment Strategy Fund
|
|
|
|
|
|
Capital International Sarl
|
|
|
|
|
|
Abn Amro Investment Solutions
|
|
|
|
|
|
ACIFX - NEIMAN FUNDS - Advisors Capital International Fund
|
|
|
|
|
|
IGE - iSHARES TRUST - iShares North American Natural Resources ETF
|
|
|
|
|
|
Fiduciary Family Office, Llc
|
|
|
|
|
|
Institute for Wealth Management, LLC.
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Fundamental Value Fund Class II
|
|
|
|
|
|
Costello Asset Management, INC
|
|
|
|
|
|
Wilkins Investment Counsel Inc
|
|
|
|
|
|
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1
|
|
|
|
|
|
BTC Capital Management, Inc.
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
Gabelli Utility Trust
|
|
|
|
|
|
Transamerica Financial Advisors, Inc.
|
|
|
|
|
|
Delta Global Management LP
|
|
|
|
|
|
BUFTX - BUFFALO FUNDS - Buffalo Discovery Fund Investor Class
|
|
|
|
|
|
Culbertson A N & Co Inc
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
ILESX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group U.S. Large Cap Equity Environmental and Social Values Fund
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
USPVX - World Funds Trust - Union Street Partners Value Fund Class A Shares
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
|
|
|
|
|
|
First American Bank
|
|
|
|
|
|
Kids Capital Management, L.p.
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
Bank Of Stockton
|
|
|
|
|
|
Slocum, Gordon & Co LLP
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Real Return Portfolio Real Return Portfolio
|
|
|
|
|
|
Soltis Investment Advisors LLC
|
|
|
|
|
|
Ellerson Group Inc /adv
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Franklin Templeton Global Equity Managed Volatility Fund Standard Class
|
|
|
|
|
|
Edgemoor Investment Advisors, Inc.
|
|
|
|
|
|
Inlet Private Wealth, LLC
|
|
|
|
|
|
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
|
|
|
|
|
|
FEQTX - FIDELITY FINANCIAL TRUST - Fidelity Equity Dividend Income Fund
|
|
|
|
|
|
Journey Strategic Wealth Llc
|
|
|
|
|
|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Morningstar SMID Moat Focus Index Fund (I)
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
BUSA - 2023 ETF Series Trust - Brandes U.S. Value ETF
|
|
|
|
|
|
CAAPX - ARIEL INVESTMENT TRUST - Ariel Appreciation Fund Investor Class
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
|
|
|
|
Hedges Asset Management LLC
|
|
|
|
|
|
HELO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF
|
|
|
|
|
|
Rodgers Brothers Inc.
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
Sig Brokerage, Lp
|
|
|
|
|
|
Park Place Capital Corp
|
|
|
|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
|
Fairvoy Private Wealth, LLC
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
BLES - Northern Lights Fund Trust IV - Inspire Global Hope ETF
|
|
|
|
|
|
USEMX - USAA MUTUAL FUNDS TRUST - Emerging Markets Fund Shares
|
|
|
|
|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
CWGIX - CAPITAL WORLD GROWTH & INCOME FUND - CAPITAL WORLD GROWTH & INCOME FUND Class A
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
Royal Fund Management, LLC
|
|
|
|
|
|
Armstrong Advisory Group, Inc
|
|
|
|
|
|
Principal Diversified Select Real Asset Fund
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
PQNAX - ALLIANZ FUNDS - AllianzGI NFJ Mid-Cap Value Fund A
|
|
|
|
|
|
Royal Harbor Partners, LLC
|
|
|
|
|
|
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund
|
|
|
|
|
|
Westpac Banking Corp
|
|
|
|
|
|
SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF
|
|
|
|
|
|
Lombard Odier Asset Management (Switzerland) SA
|
|
|
|
|
|
SHRY - FIRST TRUST EXCHANGE-TRADED FUND VI - Large Cap US Equity Select ETF
|
|
|
|
|
|
SEUIX - Sei Institutional Managed Trust - Simt Large Cap Value Fund Class I
|
|
|
|
|
|
Congress Asset Management Co /ma
|
|
|
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
|
|
|
|
|
Roth Financial Partners LLC
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
Gabelli Equity Trust Inc
|
|
|
|
|
|
NBIIX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman International Equity Fund Institutional Class
|
|
|
|
|
|
Gateway Wealth Partners, LLC
|
|
|
|
|
|
FMUAX - FEDERATED INCOME SECURITIES TRUST - Federated Muni and Stock Advantage Fund Class A Shares
|
|
|
|
|
|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
|
|
|
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares
|
|
|
|
|
|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
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Horizon Bancorp Inc /in/
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Morningstar Investment Management LLC
|
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Drexel Morgan & Co.
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Meeder Asset Management Inc
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Limestone Investment Advisors LP
|
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|
Checchi Capital Advisers, LLC
|
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WRLDX - ADVISORS SERIES TRUST - Scharf Global Opportunity Fund Retail Class
|
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|
HighMark Wealth Management LLC
|
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|
VWNDX - VANGUARD WINDSOR FUNDS - Vanguard Windsor Fund Investor Shares
|
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|
BRYN MAWR TRUST Co
|
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|
Tandem Capital Management Corp /adv
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Squarepoint Ops LLC
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|
AMERICAN FUNDS INSURANCE SERIES - Global Growth and Income Fund Class 1
|
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|
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|
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
|
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|
Vestor Capital, Llc
|
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VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
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|
MGNDX - PRAXIS MUTUAL FUNDS - Praxis Growth Index Fund Class A
|
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|
CoreCap Advisors, LLC
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|
TVAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Value ETF
|
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|
Colony Group, LLC
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Ieq Capital, Llc
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Prospector Partners Llc
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Bellwether Advisors, LLC
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Amplify ETF Trust - Amplify Cash Flow Dividend Leaders ETF
|
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RTXAX - RUSSELL INVESTMENT CO - Tax-Managed Real Assets Fund Class A
|
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Oxford Financial Group Ltd
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Arizona State Retirement System
|
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FXN - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Energy AlphaDEX Fund
|
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MASTERINVEST Kapitalanlage GmbH
|
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Hilltop Holdings Inc.
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Parallel Advisors, LLC
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Vaughan David Investments Inc/il
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Anb Bank
|
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EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
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|
Union Bancaire Privee, UBP SA
|
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Choate Investment Advisors
|
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Hughes Financial Services, LLC
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Raleigh Capital Management Inc.
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WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
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|
Fortitude Advisory Group L.L.C.
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|
TPLGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Core Growth Fund
|
|
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|
Cornerstone Advisors, LLC
|
|
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|
VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares
|
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|
Mv Capital Management, Inc.
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Charles Schwab Investment Management Inc
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GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
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ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
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SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
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|
Blair William & Co/il
|
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Creative Planning
|
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DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
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Mackenzie Financial Corp
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Busey Wealth Management
|
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MorganRosel Wealth Management, LLC
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Ci Investments Inc.
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ONEY - SPDR SERIES TRUST - SPDR Russell 1000 Yield Focus ETF
|
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Spinnaker Trust
|
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Farmers & Merchants Investments Inc
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Wedge Capital Management L L P/nc
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Lafayette Investments, Inc.
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Oxford Asset Management Llp
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Eubel Brady & Suttman Asset Management Inc
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CAPAX - FEDERATED INCOME SECURITIES TRUST - Federated Capital Income Fund Class A Shares
|
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FNY Investment Advisers, LLC
|
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|
PNBAX - Virtus Investment Trust - Virtus NFJ Large-Cap Value Fund A
|
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|
EPG Wealth Management LLC
|
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|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
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|
Banco Bilbao Vizcaya Argentaria, S.a.
|
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|
Rialto Wealth Management, LLC
|
|
|
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|
Texas Capital Funds Trust - Texas Capital Texas Equity Index ETF
|
|
|
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|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
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|
Ontario Teachers Pension Plan Board
|
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|
Harwood Advisory Group, LLC
|
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NVIR - Listed Funds Trust - Horizon Kinetics Energy and Remediation ETF
|
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|
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF
|
|
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|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
|
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|
|
Curat Global, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A
|
|
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|
RYVIX - RYDEX SERIES FUNDS - Energy Services Fund Investor Class
|
|
|
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|
Icon Wealth Advisors, LLC
|
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|
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A
|
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|
Dorsey & Whitney Trust CO LLC
|
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|
TEXN - iSHARES TRUST - iShares Texas Equity ETF
|
|
|
|
|
|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
|
|
|
|
|
Smith Chas P & Associates Pa Cpas
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
Barnes Dennig Private Wealth Management LLC
|
|
|
|
|
|
Mraz, Amerine & Associates, Inc.
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
Dfa Investment Trust Co - The U.s. Large Cap Value Series
|
|
|
|
|
|
CBIZ Investment Advisory Services, LLC
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
VVMCX - VALIC Co I - Mid Cap Value Fund
|
|
|
|
|
|
TEBIX - Franklin Mutual Series Funds - Franklin Mutual Beacon Fund Class A
|
|
|
|
|
|
TDVG - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Dividend Growth ETF
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
Canandaigua National Trust Co of Florida
|
|
|
|
|
|
PRWAX - T. Rowe Price New America Growth Fund, Inc. - T. Rowe Price New America Growth Fund
|
|
|
|
|
|
Palogic Value Management, L.P.
|
|
|
|
|
|
ASR Vermogensbeheer N.V.
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - New World Fund Class 1
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
HNASX - HOMESTEAD FUNDS INC - Growth Fund
|
|
|
|
|
|
Manning & Napier Advisors Llc
|
|
|
|
|
|
Systematic Financial Management Lp
|
|
|
|
|
|
Paradigm Financial Partners, Llc
|
|
|
|
|
|
Hamilton Capital, LLC
|
|
|
|
|
|
GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
Indiana Trust & Investment Management CO
|
|
|
|
|
|
apricus wealth, LLC
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
Ossiam
|
|
|
|
|
|
IWL - iSHARES TRUST - iShares Russell Top 200 ETF
|
|
|
|
|
|
Cove Private Wealth, LLC
|
|
|
|
|
|
Intech Investment Management Llc
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA LARGE CAP VALUE SERIES
|
|
|
|
|
|
Caisse De Depot Et Placement Du Quebec
|
|
|
|
|
|
Pilgrim Partners Asia Pte Ltd
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Dividend Value Managed Volatility Fund Standard Class
|
|
|
|
|
|
UniSuper Management Pty Ltd
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
|
|
|
Patten & Patten Inc/tn
|
|
|
|
|
|
Bank & Trust Co
|
|
|
|
|
|
Islay Capital Management, Llc
|
|
|
|
|
|
SGENX - FIRST EAGLE FUNDS - First Eagle Global Fund Class A
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares
|
|
|
|
|
|
FTMAX - Investment Managers Series Trust II - Vivaldi Multi-Strategy Fund Class A Shares
|
|
|
|
|
|
Inspire Trust Co, N.a.
|
|
|
|
|
|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
|
|
|
|
|
Main Street Financial Solutions, LLC
|
|
|
|
|
|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
|
|
|
|
|
Your Advocates Ltd., LLP
|
|
|
|
|
|
Evolution Wealth Management Inc.
|
|
|
|
|
|
Zuckerman Investment Group, LLC
|
|
|
|
|
|
Plante Moran Financial Advisors, LLC
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
|
|
|
|
|
Cohen Capital Management, Inc.
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund
|
|
|
|
|
|
Equitable Holdings, Inc.
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
S&co Inc
|
|
|
|
|
|
Ramirez Asset Management, Inc.
|
|
|
|
|
|
Compass Capital Management, Inc
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
Brown Financial Advisors
|
|
|
|
|
|
SGQAX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS International Growth Fund Class A
|
|
|
|
|
|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
NANR - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR S&P North American Natural Resources ETF
|
|
|
|
|
|
FMIHX - FMI FUNDS INC - Large Cap Fund Investor Class
|
|
|
|
|
|
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A
|
|
|
|
|
|
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
|
|
|
|
|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Value Fund (a)
|
|
|
|
|
|
Bourgeon Capital Management Llc
|
|
|
|
|
|
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F
|
|
|
|
|
|
IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF
|
|
|
|
|
|
Crewe Advisors LLC
|
|
|
|
|
|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
|
|
|
DHJJ Financial Advisors, Ltd.
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
Daiwa Securities Group Inc.
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
Wealth Preservation Advisors, LLC
|
|
|
|
|
|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
|
|
|
|
|
Alpine Global Dynamic Dividend Fund
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
Systematic Alpha Investments, LLC
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N
|
|
|
|
|
|
NewEdge Wealth, LLC
|
|
|
|
|
|
Sicart Associates LLC
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
Atlas Capital Advisors Llc
|
|
|
|
|
|
Rational Advisors Llc
|
|
|
|
|
|
SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
|
|
|
Voya Infrastructure, Industrials & Materials Fund
|
|
|
|
|
|
MNHCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Maximum Term Series Class L
|
|
|
|
|
|
MVFD - Northern Lights Fund Trust IV - Monarch Volume Factor Dividend Tree Index ETF
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1
|
|
|
|
|
|
Colonial Trust Advisors
|
|
|
|
|
|
Sound View Wealth Advisors Group, LLC
|
|
|
|
|
|
Intact Investment Management Inc.
|
|
|
|
|
|
Nan Shan Life Insurance Co., Ltd.
|
|
|
|
|
|
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF
|
|
|
|
|
|
FEOPX - FIDELITY INVESTMENT TRUST - Fidelity Enduring Opportunities Fund
|
|
|
|
|
|
InvesTrust
|
|
|
|
|
|
Tocqueville Asset Management L.p.
|
|
|
|
|
|
HLMGX - HARDING LOEVNER FUNDS INC - Harding Loevner Global Equity Portfolio Advisor
|
|
|
|
|
|
TWCGX - American Century Mutual Funds, Inc. - Growth Fund Investor Class
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Income Fund Initial Class
|
|
|
|
|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
|
|
|
|
Resources Management Corp /ct/ /adv
|
|
|
|
|
|
NWJCX - NATIONWIDE MUTUAL FUNDS - Nationwide Ziegler NYSE Arca Tech 100 Index Fund Class A
|
|
|
|
|
|
AlTi Global, Inc.
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
Dynamic Advisor Solutions LLC
|
|
|
|
|
|
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
|
|
|
|
|
Hohimer Wealth Management, Llc
|
|
|
|
|
|
Trust Co
|
|
|
|
|
|
NOIEX - Northern Funds - Northern Income Equity Fund
|
|
|
|
|
|
Aware Super Pty Ltd as trustee of Aware Super
|
|
|
|
|
|
Osterweis Capital Management Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
|
|
|
|
|
OWTEX - OLD WESTBURY FUNDS INC - Old Westbury Total Equity Fund
|
|
|
|
|
|
AFDIX - American Century Mutual Funds, Inc. - Sustainable Equity Fund Investor Class
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
Westwood Holdings Group Inc
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
Beaird Harris Wealth Management, LLC
|
|
|
|
|
|
SUSA - iSHARES TRUST - iShares MSCI USA ESG Select ETF
|
|
|
|
|
|
Beacon Capital Management, LLC
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF
|
|
|
|
|
|
Sittner & Nelson, Llc
|
|
|
|
|
|
Forza Wealth Management, LLC
|
|
|
|
|
|
1st Source Bank
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
|
|
|
|
AMG National Trust Bank
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - International Growth and Income Fund Class 1
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF
|
|
|
|
|
|
Cantor Fitzgerald Sustainable Infrastructure Fund
|
|
|
|
|
|
VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares
|
|
|
|
|
|
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
|
|
|
|
|
|
Barrett & Company, Inc.
|
|
|
|
|
|
POGRX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Growth Fund
|
|
|
|
|
|
Bcm Advisors, Llc
|
|
|
|
|
|
Uhlmann Price Securities, Llc
|
|
|
|
|
|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
RBF Capital, LLC
|
|
|
|
|
|
Essex Savings Bank
|
|
|
|
|
|
Chevy Chase Trust Holdings, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Riverview Trust Co
|
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|
Van Den Berg Management I, Inc
|
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|
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
|
|
|
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|
Cim Investment Mangement Inc
|
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|
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|
Peak Asset Management, LLC
|
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|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
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|
|
|
|
OMERS ADMINISTRATION Corp
|
|
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|
Headlands Technologies LLC
|
|
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|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
|
|
|
|
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A
|
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|
Whipplewood Advisors, LLC
|
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|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
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|
Generali Investments, Management Co LLC
|
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|
BKD Wealth Advisors, LLC
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Profunds - Profund Vp Oil & Gas
|
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Van Eck Associates Corp
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Stephens Inc /ar/
|
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J.w. Cole Advisors, Inc.
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REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y
|
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BancorpSouth Bank
|
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VMVLX - VANGUARD WORLD FUND - Vanguard Mega Cap Value Index Fund Institutional Shares
|
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Richardson Financial Services Inc.
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Anderson Hoagland & Co
|
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Westside Investment Management, Inc.
|
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New Age Alpha Variable Funds Trust - NAA WORLD EQUITY INCOME SERIES
|
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|
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LOGOX - ADVISORS SERIES TRUST - Scharf Multi-Asset Opportunity Fund Institutional Class
|
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Smallwood Wealth Investment Management, LLC
|
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Polymer Capital Management (US) LLC
|
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Skylands Capital, LLC
|
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Fifth Third Bancorp
|
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Charter Trust Co
|
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TEMUX - MORGAN STANLEY PATHWAY FUNDS - Emerging Markets Equity Fund
|
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CHNTX - Chestnut Street Exchange Fund - Chestnut Street Exchange Fund
|
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Whalen Wealth Management Inc.
|
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SOAEX - SPIRIT OF AMERICA INVESTMENT FUND INC - Spirit of America Energy Fund Class A
|
|
|
|
|
|
LVPIX - Profunds - Large-cap Value Profund Investor Class
|
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FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund
|
|
|
|
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|
New Age Alpha Advisors, LLC
|
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Tobam
|
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Employees Retirement System of Texas
|
|
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BIBL - Northern Lights Fund Trust IV - Inspire 100 ETF
|
|
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|
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|
EIPI - FIRST TRUST EXCHANGE-TRADED FUND VIII - FT Energy Income Partners Enhanced Income ETF
|
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|
Keybank National Association/oh
|
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Sterneck Capital Management, LLC
|
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BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio
|
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|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
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|
Investment Counsel Co Of Nevada
|
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NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K
|
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Cambiar Investors Llc
|
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CNRWX - City National Rochdale Funds - City National Rochdale U.s. Core Equity Fund - Class N
|
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TPHE - TIMOTHY PLAN - Timothy Plan High Dividend Stock Enhanced ETF
|
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Northeast Investment Management
|
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Lombard Odier Asset Management (USA) Corp
|
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|
Rise Advisors, LLC
|
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Delos Wealth Advisors, LLC
|
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PRNEX - T. Rowe Price New Era Fund, Inc. - T. Rowe Price New Era Fund, Inc.
|
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Foster Victor Wealth Advisors, LLC
|
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Synergy Financial Management, LLC
|
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Levin Capital Strategies, L.p.
|
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CWA Asset Management Group, LLC
|
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SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
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|
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|
TOWER TRUST & INVESTMENT Co
|
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Veracity Capital LLC
|
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|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
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MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
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Avestar Capital, LLC
|
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RYDEX VARIABLE TRUST - Energy Services Fund Variable Annuity
|
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SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
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Wedmont Private Capital
|
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|
BPGSX - RBB FUND, INC. - Boston Partners Global Sustainability Fund Institutional Class
|
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|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
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CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
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|
Marathon Trading Investment Management LLC
|
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Nicolet Bankshares Inc
|
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|
Van Strum & Towne Inc.
|
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Headinvest, Llc
|
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DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
|
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ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A
|
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|
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
|
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|
|
FineMark National Bank & Trust
|
|
|
|
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|
Northeast Financial Consultants Inc
|
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FMIJX - FMI FUNDS INC - International Fund Investor Class
|
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|
KLCM Advisors, Inc.
|
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|
Bogart Wealth, LLC
|
|
|
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|
Nvwm, Llc
|
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|
Littlejohn Financial Services, Inc.
|
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|
Snowden Capital Advisors LLC
|
|
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|
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|
Advanced Series Trust - Ast T. Rowe Price Large-cap Growth Portfolio
|
|
|
|
|
|
Hartford Financial Management Inc.
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
BLB&B Advisors, LLC
|
|
|
|
|
|
Cornercap Investment Counsel Inc
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
Security National Bank Of Sioux City Iowa /ia/
|
|
|
|
|
|
FEIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Income Fund Class A
|
|
|
|
|
|
Moore Capital Management, Lp
|
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
Cypress Capital Group
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
QVAL - Alpha Architect ETF Trust - Alpha Architect U.S. Quantitative Value ETF
|
|
|
|
|
|
Field & Main Bank
|
|
|
|
|
|
Hourglass Capital, Llc
|
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
Cutler Capital Management, LLC
|
|
|
|
|
|
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
|
|
|
|
|
Volterra Technologies LP
|
|
|
|
|
|
GCECX - AB CAP FUND, INC. - AB Global Core Equity Portfolio Class C
|
|
|
|
|
|
Kentucky Retirement Systems
|
|
|
|
|
|
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
Game Plan Financial Advisors, LLC
|
|
|
|
|
|
Central Pacific Bank - Trust Division
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
Riverview Capital Advisers, LLC
|
|
|
|
|
|
Hanson & Doremus Investment Management
|
|
|
|
|
|
Valley National Advisers Inc
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
|
|
Western Wealth Management, LLC
|
|
|
|
|
|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
|
|
|
|
|
Discerene Group LP
|
|
|
|
|
|
Tompkins Financial Corp
|
|
|
|
|
|
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
|
|
|
|
|
Spdr S&p 500 Etf Trust
|
|
|
|
|
|
Parcion Private Wealth LLC
|
|
|
|
|
|
Wealthspire Advisors, LLC
|
|
|
|
|
|
Putnam Fl Investment Management Co
|
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
|
Violich Capital Management, Inc.
|
|
|
|
|
|
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A
|
|
|
|
|
|
Nikko Asset Management Americas, Inc.
|
|
|
|
|
|
SOA Wealth Advisors, LLC.
|
|
|
|
|
|
Citizens Financial Group Inc/ri
|
|
|
|
|
|
Investor's Fiduciary Advisor Network, LLC
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
Capital Group Investment Management Pte. Ltd.
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
AVEMX - SCHWARTZ INVESTMENT TRUST - Ave Maria Value Fund
|
|
|
|
|
|
Alpine Total Dynamic Dividend Fund
|
|
|
|
|
|
Tufton Capital Management
|
|
|
|
|
|
NorthRock Partners, LLC
|
|
|
|
|
|
Ultimus Managers Trust - Westwood Salient Enhanced Energy Income ETF
|
|
|
|
|
|
Quotient Wealth Partners, LLC
|
|
|
|
|
|
Shoker Investment Counsel, Inc.
|
|
|
|
|
|
Ally Financial Inc.
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class
|
|
|
|
|
|
Davidson Trust Co
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
Czech National Bank
|
|
|
|
|
|
GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional
|
|
|
|
|
|
JIEMX - John Hancock Funds II - Equity Income Fund Class NAV
|
|
|
|
|
|
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund
|
|
|
|
|
|
180 Wealth Advisors, Llc
|
|
|
|
|
|
Mpwm Advisory Solutions, Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
McGinn Investment Management, Inc.
|
|
|
|
|
|
Brandywine Global Investment Management, LLC
|
|
|
|
|
|
Ariose Capital Management Ltd
|
|
|
|
|
|
PTL - Northern Lights Fund Trust IV - Inspire 500 ETF
|
|
|
|
|
|
NOLCX - Northern Funds - Northern Large Cap Core Fund
|
|
|
|
|
|
Generali Investments CEE, investicni spolecnost, a.s.
|
|
|
|
|
|
RAA - ETF Opportunities Trust - SMI 3Fourteen Real Asset Allocation ETF SMI 3Fourteen REAL Asset Allocation ETF
|
|
|
|
|
|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
|
|
|
|
Silvant Capital Management LLC
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
AFOCX - ARCHER INVESTMENT SERIES TRUST - Archer Focus Fund
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
Eastern Bank
|
|
|
|
|
|
Wcm Investment Management, Llc
|
|
|
|
|
|
Flagship Harbor Advisors, Llc
|
|
|
|
|
|
LDFVX - LORD ABBETT SECURITIES TRUST - Lord Abbett Fundamental Equity Fund Class A
|
|
|
|
|
|
My Legacy Advisors, LLC
|
|
|
|
|
|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
Baker Avenue Asset Management, LP
|
|
|
|
|
|
VPMCX - VANGUARD CHESTER FUNDS - Vanguard PRIMECAP Fund Investor Shares
|
|
|
|
|
|
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
|
|
|
|
|
Wbi Investments, Inc.
|
|
|
|
|
|
STXV - EA Series Trust - Strive 1000 Value ETF
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
Legacy Wealth Managment, LLC/ID
|
|
|
|
|
|
Freestone Capital Holdings, LLC
|
|
|
|
|
|
Binnacle Investments Inc
|
|
|
|
|
|
SUSSX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional U.S. Equity Fund Service Class
|
|
|
|
|
|
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
|
|
|
|
|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
|
|
|
|
|
Guardian Investment Management
|
|
|
|
|
|
CAIBX - CAPITAL INCOME BUILDER - CAPITAL INCOME BUILDER Class A
|
|
|
|
|
|
Penobscot Investment Management Company, Inc.
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND IV - Energy Portfolio Initial Class
|
|
|
|
|
|
Syon Capital Llc
|
|
|
|
|
|
PACIFIC SELECT FUND - Dividend Growth Portfolio Class I
|
|
|
|
|
|
R.H. Dinel Investment Counsel, Inc.
|
|
|
|
|
|
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund
|
|
|
|
|
|
Aspect Partners, LLC
|
|
|
|
|
|
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
|
|
|
|
|
|
RTNAX - RUSSELL INVESTMENT CO - Tax-Managed International Equity Fund Class A
|
|
|
|
|
|
CNGLX - COMMONWEALTH INTERNATIONAL SERIES TRUST - Commonwealth Global Fund
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
Erste Asset Management GmbH
|
|
|
|
|
|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
Voleon Capital Management Lp
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
INCE - Franklin Templeton ETF Trust - Franklin Liberty U.S. Low Volatility ETF
|
|
|
|
|
|
Css Llc/il
|
|
|
|
|
|
IVE - iSHARES TRUST - iShares S&P 500 Value ETF
|
|
|
|
|
|
Moody National Bank Trust Division
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
Aventail Capital Group, LP
|
|
|
|
|
|
Pittenger & Anderson Inc
|
|
|
|
|
|
Midwest Trust Co
|
|
|
|
|
|
TAX - EA Series Trust - Cambria Tax Aware ETF
|
|
|
|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Capital Income Builder Class 1
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
|
|
|
|
First National Trust Co
|
|
|
|
|
|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
|
|
|
|
|
American Assets Inc
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I
|
|
|
|
|
|
Royal London Asset Management Ltd
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
Wellington Shields Capital Management, LLC
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
New York Life Investment Management Llc
|
|
|
|
|
|
E&G Advisors, LP
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
Strategic Global Advisors, LLC
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio
|
|
|
|
|
|
TCTC Holdings, LLC
|
|
|
|
|
|
Fisher Asset Management, LLC
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
Mengis Capital Management, Inc.
|
|
|
|
|
|
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
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Brighthouse Funds Trust I - T. Rowe Price Large Cap Value Portfolio Class A
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QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
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Empower Advisory Group, LLC
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JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Equity Fund (I)
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Washington Trust Advisors, Inc.
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PWER - Macquarie ETF Trust - Macquarie Energy Transition ETF
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GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
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Sumitomo Life Insurance Co
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Tejara Capital Ltd
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IYE - iSHARES TRUST - iShares U.S. Energy ETF
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MTM Investment Management, LLC
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Adams Natural Resources Fund, Inc.
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Caas Capital Management Lp
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GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
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CIAOX - ADVISORS SERIES TRUST - Capital Advisors Growth Fund Investor Class
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Banque Transatlantique SA
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Alps Advisors Inc
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MSH Capital Advisors LLC
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GeoWealth Management, LLC
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Quadrant Capital Group Llc
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Lansforsakringar Fondforvaltning AB (publ)
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EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
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ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
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CGGO - Capital Group Global Growth Equity ETF - Capital Group Global Growth Equity ETF Share Class
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MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
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Princeton Global Asset Management LLC
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QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
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VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
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NOSIX - Northern Funds - Northern Stock Index Fund
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Price T Rowe Associates Inc /md/
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Barings Llc
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FTXN - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Nasdaq Oil & Gas ETF
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SMRI - EA Series Trust - Bushido Capital US Equity ETF
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Norinchukin Bank, The
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BlackRock, Inc.
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Osborne Partners Capital Management, Llc
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Hemington Wealth Management
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RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund
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LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
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New Millennium Group LLC
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Copia Wealth Management
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JHBCDX - John Hancock Funds II - Blue Chip Growth Fund Class NAV
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First Business Financial Services, Inc.
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Nicholas Hoffman & Company, LLC.
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Ubs Asset Management Americas Inc
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Pacifica Partners Inc.
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CENTRAL TRUST Co
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Sentinel Trust Co Lba
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SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
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REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
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DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
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DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I
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NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
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Lmcg Investments, Llc
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Aspen Wealth Strategies, LLC
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Kayne Anderson Rudnick Investment Management Llc
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Park Avenue Securities Llc
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Sargent Investment Group, LLC
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SUWAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Core Equity Fund Class A
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Walleye Capital LLC
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Twin Tree Management, LP
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Maryland Capital Advisors Inc.
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Wealth Effects Llc
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Diversify Advisory Services, LLC
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Gamco Investors, Inc. Et Al
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SILVER OAK SECURITIES, Inc
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Perritt Capital Management Inc
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Essex Financial Services, Inc.
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Clear Street Markets Llc
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FCFY - FIRST TRUST EXCHANGE-TRADED FUND - First Trust S&P 500 Diversified Free Cash Flow ETF
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MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
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Bruce G. Allen Investments, LLC
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Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
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Smithbridge Asset Management Inc/de
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Norden Group Llc
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SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
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Cantor Fitzgerald Investment Adviser L.p.
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Advisors Capital Management, LLC
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GAGEX - GUINNESS ATKINSON FUNDS - Guinness Atkinson Global Energy Fund
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JNL SERIES TRUST - JNL/Mellon Energy Sector Fund (A)
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High Note Wealth, LLC
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Promus Capital, LLC
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PRDGX - T. Rowe Price Dividend Growth Fund, Inc. - T. Rowe Price Dividend Growth Fund, Inc.
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Heritage Wealth Advisors
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SG Americas Securities, LLC
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GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
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Bourne Lent Asset Management Inc
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iA Global Asset Management Inc.
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Kovack Advisors, Inc.
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JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
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SAMVX - VIRTUS ASSET TRUST - Virtus Ceredex Mid-Cap Value Equity Fund Class A
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LGILX - LAUDUS TRUST - Laudus U.S. Large Cap Growth Fund
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Ashton Thomas Securities, Llc
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Caxton Associates Llp
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First Financial Corp /in/
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SENCX - TOUCHSTONE STRATEGIC TRUST - Touchstone Large Cap Focused Fund Class A
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Gamco Natural Resources, Gold & Income Trust
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USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
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PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
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Banque de Luxembourg S.A.
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Liberty All Star Equity Fund
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Tudor Investment Corp Et Al
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NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
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RYDEX VARIABLE TRUST - Energy Fund Variable Annuity
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CNB Bank
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PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
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AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class
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MXEQX - GREAT-WEST FUNDS INC - Great-West Large Cap Value Fund Investor Class
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Jacobs Levy Equity Management, Inc
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MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
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TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
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XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
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GNR - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) Global Natural Resources ETF
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Fragasso Group Inc.
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Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
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IWX - iSHARES TRUST - iShares Russell Top 200 Value ETF
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Pecaut & Co.
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Qtron Investments LLC
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FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
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Franklin Templeton Variable Insurance Products Trust - Franklin Mutual Global Discovery Vip Fund Class 1
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LORD ABBETT SERIES FUND INC - Growth and Income Portfolio Class VC
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V-Square Quantitative Management LLC
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JAKVX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Disciplined Value Global Long/Short Fund Class R6
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VANGUARD VARIABLE INSURANCE FUNDS - Equity Income Portfolio
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Olstein Capital Management, L.P.
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Howland Capital Management Llc
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SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
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Southport Management, L.l.c.
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KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
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FTGS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Growth Strength ETF
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Exchange Traded Concepts, Llc
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ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
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Manchester Capital Management LLC
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Allspring Global Investments Holdings, LLC
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Total Investment Management Inc
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SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
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Dana Investment Advisors, Inc.
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Ashton Thomas Private Wealth, LLC
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Douglas Lane & Associates, LLC
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WTV - WisdomTree Trust - WisdomTree U.S. Quality Shareholder Yield Fund N/A
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EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
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MUHLX - Managed Portfolio Series - Muhlenkamp Fund Institutional Class Shares
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OWACX - OLD WESTBURY FUNDS INC - Old Westbury All Cap Core Fund
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BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
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Lee Danner & Bass Inc
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Schonfeld Strategic Advisors LLC
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VSTIX - VALIC Co I - Stock Index Fund
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Boit C F David
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California Public Employees Retirement System
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Quinn Opportunity Partners LLC
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SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
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DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
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Geneos Wealth Management Inc.
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Arlington Trust Co LLC
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Y-Intercept (Hong Kong) Ltd
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Lido Advisors, LLC
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UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
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Pnc Financial Services Group, Inc.
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Pictet Asset Management Holding SA
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SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
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Boston Trust Walden Corp
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GCAEX - Gabelli Equity Series Funds Inc - The Gabelli Equity Income Fund Class A
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Summit Financial, LLC
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Lathrop Investment Management Corp
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DALVX - Dunham Funds - Dunham Large Cap Value Fund Class A
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RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
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Private Wealth Management Group, LLC
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Kovitz Investment Group Partners, LLC
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New Age Alpha Funds Trust - NAA Allocation Fund Class C
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ERX - Direxion Shares ETF Trust - Direxion Daily Energy Bull 3X Shares
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GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
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Hsbc Holdings Plc
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Goldman Sachs Group Inc
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BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A
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IFP Advisors, Inc
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Susquehanna International Group, Llp
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Kornitzer Capital Management Inc /ks
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Capital Investment Advisory Services, LLC
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Bradley & Co. Private Wealth Management, LLC
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LMR Partners LLP
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NORTHERN LIGHTS FUND TRUST II - PeakShares Sector Rotation ETF
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HLAL - Listed Funds Trust - Wahed FTSE USA Shariah ETF
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Callahan Advisors, LLC
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PCLVX - PACE SELECT ADVISORS TRUST - PACE Large Co Value Equity Investments Class P
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PENN SERIES FUNDS INC - International Equity Fund
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Evermay Wealth Management Llc
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Renasant Bank
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Umb Bank N A/mo
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Nicollet Investment Management, Inc.
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SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund
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ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
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VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
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Pictet North America Advisors SA
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HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
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TRULX - T. Rowe Price U.S. Large-Cap Core Fund, Inc. - T. Rowe Price U.S. Large-Cap Core Fund, Inc.
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VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
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Financial Network Wealth Advisors LLC
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PayPay Securities Corp
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DPREX - DELAWARE POOLED TRUST - Delaware Global Listed Real Assets Fund CLASS A
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Mercer Global Advisors Inc /adv
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Pictet & Cie (Europe) SA
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Us Bancorp \de\
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Interval Partners, LP
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AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6
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SCHD - SCHWAB STRATEGIC TRUST - Schwab U.S. Dividend Equity ETF
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Utah Retirement Systems
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Securian Asset Management, Inc
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Oak Thistle LLC
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FSWCX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Value Index Fund
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BFOR - ALPS ETF Trust - Barron's 400 ETF
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Guggenheim Strategic Opportunities Fund
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Worth Financial Advisory Group, LLC
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BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
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WealthTrak Capital Management LLC
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Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
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TCHP - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Blue Chip Growth ETF
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Lockheed Martin Investment Management Co
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Amalgamated Bank
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Trifecta Capital Advisors, LLC
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NorthCrest Asset Manangement, LLC
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First Fiduciary Investment Counsel, Inc.
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Duncker Streett & Co Inc
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Independent Advisor Alliance
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Guinness Atkinson Asset Management Inc
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Marco Investment Management Llc
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DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
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Vident Advisory, LLC
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Romano Brothers And Company
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Bleakley Financial Group, LLC
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CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
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GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
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OALGX - Optimum Fund Trust - Optimum Large Cap Growth Fund Class A
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GARP - iSHARES TRUST - iShares Factors US Growth Style ETF
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Eukles Asset Management
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MARB - First Trust Exchange-Traded Fund III - First Trust Merger Arbitrage ETF
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Agf Management Ltd
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Tax-managed Growth Portfolio - Tax-managed Growth Portfolio
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HHM Wealth Advisors, LLC
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APG Asset Management N.V.
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Hm Payson & Co
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ACIO - ETF Series Solutions - Aptus Collared Income Opportunity ETF
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BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market V.I. Fund Class I
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TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
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TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Common Stock Fund - Class I
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GGEAX - NATIONWIDE MUTUAL FUNDS - Nationwide Global Sustainable Equity Fund Class A
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Sanibel Captiva Trust Company, Inc.
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Phoenix Holdings Ltd.
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CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF
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Goodman Financial Corp
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Legacy Investment Solutions, LLC
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Mmbg Investment Advisors Co.
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XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
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Renaissance Technologies Llc
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QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
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TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
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EQRR - PROSHARES TRUST - ProShares Equities for Rising Rates ETF
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Meridian Investment Counsel Inc.
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Merit Financial Group, LLC
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BankPlus Trust Department
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Glenview Trust Co
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Dimensional Fund Advisors Lp
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UMA Financial Services, Inc.
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JAEEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Equity Income Trust NAV
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Meiji Yasuda Asset Management Co Ltd.
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Impala Asset Management LLC
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Wsfs Capital Management, Llc
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LexAurum Advisors, LLC
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Trexquant Investment LP
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Allianz Asset Management GmbH
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CDGRX - Copeland Trust - Copeland Risk Managed Dividend Growth Fund Class A shares
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TCG Advisory Services, LLC
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OIH - VanEck Vectors ETF Trust - VanEck Vectors Oil Services ETF
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RPGIX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Industrials Fund
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Sonora Investment Management Group, LLC
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FMIFX - FMI FUNDS INC - FMI International Fund II - Currency Unhedged Institutional Class
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TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
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Nations Financial Group Inc, /ia/ /adv
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DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
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Greenline Partners, LLC
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Financial Management Network Inc
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AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A
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VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
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1776 Wealth LLC
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Nfj Investment Group, Llc
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PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
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Quantitative Investment Management, LLC
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LGVAX - Legg Mason Global Asset Management Trust - ClearBridge Value Trust Class A
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Great Lakes Advisors, Llc
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Gendell Jeffrey L
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GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class
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ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund
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RSPG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Energy ETF
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Traub Capital Management LLC
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BISVX - Brown Advisory Funds - Brown Advisory Sustainable Value Fund Investor Shares
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DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
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Applied Finance Capital Management, LLC
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MAI Capital Management
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DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
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Harbor Capital Advisors, Inc.
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Reliant Investment Partners, LLC
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Addison Advisors LLC
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JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
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SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
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HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
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FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Growth Strength Portfolio Class I
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SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
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Apollon Wealth Management, LLC
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Mirador Capital Partners LP
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First PREMIER Bank
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PSPFX - US GLOBAL INVESTORS FUNDS - Global Resources Fund
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Rafferty Asset Management, LLC
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Gables Capital Management Inc.
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Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
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Amplify ETF Trust - Amplify AI Powered Equity ETF
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THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
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Rothschild Investment Llc
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IEZ - iSHARES TRUST - iShares U.S. Oil Equipment & Services ETF
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DEUTSCHE DWS VARIABLE SERIES I - DWS Core Equity VIP Class A
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Capital Advisors Inc/ok
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Philip James Wealth Mangement, LLC
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LDVCX - Investment Managers Series Trust II - AXS Thomson Reuters Venture Capital Return Tracker Fund Class C Shares
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Qube Research & Technologies Ltd
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Horan Capital Advisors, LLC.
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URTH - iShares, Inc. - iShares MSCI World ETF
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Sfmg, Llc
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Ameriflex Group, Inc.
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1620 Investment Advisors, Inc.
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TFC Financial Management
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ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF
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DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
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SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
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United Community Bank
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HFCVX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Value Fund Investor Class
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CI Private Wealth, LLC
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LFA - Lugano Financial Advisors SA
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PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
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VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
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Rosenberg Matthew Hamilton
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NewSquare Capital LLC
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Dodge & Cox
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Wealthspan Partners, Llc
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Old Point Trust & Financial Services N A
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GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
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Hudson Bay Capital Management LP
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Credential Securities Inc.
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Sentry LLC
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Lazard Asset Management Llc
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EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
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MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares
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GHP Investment Advisors, Inc.
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Stonegate Investment Group, LLC
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Hoertkorn Richard Charles
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AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A
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SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A
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Congress Wealth Management LLC / DE /
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TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
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London & Capital Asset Management Ltd
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Axa S.a.
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ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A
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DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
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Capital Advisors Wealth Management, LLC
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WWICX - Ultimus Managers Trust - Westwood Income Opportunity Fund C Class Shares
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Riverwater Partners LLC
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National Bank Of Canada /fi/
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Sigma Planning Corp
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RiverGlades Family Offices LLC
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Oppenheimer Asset Management Inc.
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Wiley Bros.-aintree Capital, Llc
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Clearbridge Investments, LLC
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Northern Lights Fund Trust - BTS Enhanced Equity Income Fund - Class I
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TGRT - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Growth ETF
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Aptus Capital Advisors, LLC
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Exor Capital LLP
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BGRWX - Segall Bryant & Hamill Trust - BARRETT GROWTH FUND Retail Class
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Prospera Financial Services Inc
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Wahed Invest LLC
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RIFCX - RUSSELL INVESTMENT FUNDS - International Developed Markets Fund
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Lindbrook Capital, Llc
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RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
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Peak6 Llc
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AMCPX - AMCAP FUND - AMCAP FUND Class A
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EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
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Prudential Plc
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Boreal Capital Management LLC
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Fiduciary Trust Co
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Quantinno Capital Management LP
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Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
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Capital World Investors
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Advisors Asset Management, Inc.
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GVLU - Tidal ETF Trust - Gotham 1000 Value ETF
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PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio -
|
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FMIGX - FMI FUNDS INC - FMI Global Fund Institutional Class
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EQTIX - SHELTON FUNDS - Shelton Core Value Fund Direct Shares
|
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BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF
|
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Cigna Investments Inc /new
|
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Cidel Asset Management Inc
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St Germain D J Co Inc
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VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares
|
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DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class
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Activest Wealth Management
|
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PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
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Radnor Capital Management, LLC
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Mufg Securities Americas Inc.
|
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VFLO - Victory Portfolios II - VictoryShares Free Cash Flow ETF
|
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Banque Pictet & Cie Sa
|
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First Pacific Financial
|
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Goehring & Rozencwajg Associates, LLC
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Bollard Group LLC
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Point72 (DIFC) Ltd
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BTMFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Midcap Fund
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