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