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Malaga Cove Capital, LLC
|
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Mountain Pacific Investment Advisers Inc/id
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RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
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|
Syntax Research, Inc.
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Hunter Associates Investment Management Llc
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South Dakota Investment Council
|
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Spears Abacus Advisors LLC
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CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
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|
Utah Retirement Systems
|
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|
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LCM Capital Management Inc
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JUEAX - JPMorgan Trust I - JPMorgan U.S. Equity Fund Class A
|
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Groupe la Francaise
|
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Eqis Capital Management, Inc.
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Acropolis Investment Management, LLC
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ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A
|
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Bay Harbor Wealth Management, LLC
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Olistico Wealth, LLC
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Cassaday & Co Wealth Management LLC
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OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF
|
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|
AMCPX - AMCAP FUND - AMCAP FUND Class A
|
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Walleye Capital LLC
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UPGR - DBX ETF TRUST - Xtrackers US Green Infrastructure Select Equity ETF
|
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|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
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|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
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Nemes Rush Group LLC
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NSOIX - NORTHERN LIGHTS FUND TRUST II - North Star Opportunity Fund Class I Shares
|
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|
Oppenheimer & Co Inc
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Sabal Trust CO
|
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JNL SERIES TRUST - JNL/Mellon Industrials Sector Fund (A)
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Drexel Morgan & Co.
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Marshall & Sterling Wealth Advisors Inc.
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Boit C F David
|
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Moisand Fitzgerald Tamayo, LLC
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QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
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|
Chung Wu Investment Group, LLC
|
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XLI - SELECT SECTOR SPDR TRUST - The Industrial Select Sector SPDR Fund
|
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FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
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Royal London Asset Management Ltd
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FARYX - Northern Lights Fund Trust IV - Fulcrum Diversified Absolute Return Fund Super Institutional Class
|
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GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class
|
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Kestra Advisory Services, LLC
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Marshall Wace, Llp
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Vontobel Holding Ltd.
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PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
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Peapack Gladstone Financial Corp
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Kathmere Capital Management, LLC
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Blueshift Asset Management, LLC
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DT Investment Partners, LLC
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National Asset Management, Inc.
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Bard Financial Services, Inc.
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Caisse Des Depots Et Consignations
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CIBC World Markets Inc.
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Mml Investors Services, Llc
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Eastern Bank
|
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RFG - Bristol Wealth Advisors, LLC
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Hm Payson & Co
|
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IMG Wealth Management, Inc.
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WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
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Equitable Holdings, Inc.
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DIVHX - CUTLER TRUST - Cutler Equity Fund Class II Shares
|
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Brown Advisory Inc
|
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BKD Wealth Advisors, LLC
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DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
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WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
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Howard Hughes Medical Institute
|
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Waratah Capital Advisors Ltd.
|
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Trueblood Wealth Management, LLC
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Park Avenue Securities Llc
|
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Confluence Investment Management Llc
|
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Bank Of Montreal /can/
|
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FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
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BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
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New Hampshire Trust
|
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|
Bank of New York Mellon Corp
|
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NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
|
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|
Charles Schwab Investment Management Inc
|
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WPG Advisers, LLC
|
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|
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I
|
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|
Patton Fund Management, Inc.
|
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|
Ossiam
|
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|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
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|
Sei Investments Co
|
|
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|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
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|
PRAXIS FUNDS - Praxis Impact Large Cap Value ETF
|
|
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|
D'Orazio & Associates, Inc.
|
|
|
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|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
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|
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|
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF
|
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|
Lido Advisors, LLC
|
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|
Stone Run Capital, Llc
|
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|
Beese Fulmer Investment Management, Inc.
|
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|
Greenleaf Trust
|
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|
Peddock Capital Advisors, Llc
|
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|
Mayflower Financial Advisors, LLC
|
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|
Neville Rodie & Shaw Inc
|
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|
Trust Co Of Virginia /va
|
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|
Cedar Mountain Advisors, LLC
|
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|
1620 Investment Advisors, Inc.
|
|
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|
Fiduciary Trust Co
|
|
|
|
|
|
VETAX - VICTORY PORTFOLIOS - Victory Sycamore Established Value Fund Class A
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A
|
|
|
|
|
|
ACIO - ETF Series Solutions - Aptus Collared Income Opportunity ETF
|
|
|
|
|
|
Kestra Investment Management, LLC
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
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|
|
Graypoint LLC
|
|
|
|
|
|
ESL Trust Services, LLC
|
|
|
|
|
|
Rakuten Investment Management, Inc.
|
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|
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|
Lavaca Capital Llc
|
|
|
|
|
|
Cetera Trust Company, N.A
|
|
|
|
|
|
Ivy Variable Insurance Portfolios - Ivy VIP Asset Strategy Class II
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
Creative Capital Management Investments LLC
|
|
|
|
|
|
NUDV - Nushares ETF Trust - Nuveen ESG Dividend ETF
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
Pinney & Scofield, Inc.
|
|
|
|
|
|
Brookfield Asset Management Inc.
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
|
|
|
|
|
CGCV - Capital Group Conservative Equity ETF - Capital Group Conservative Equity ETF Share Class
|
|
|
|
|
|
LFA - Lugano Financial Advisors SA
|
|
|
|
|
|
Farmers & Merchants Trust Co of Chambersburg PA
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a)
|
|
|
|
|
|
Canada Post Corp Registered Pension Plan
|
|
|
|
|
|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
|
|
|
GKV Capital Management Co., Inc.
|
|
|
|
|
|
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
|
|
|
|
|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
|
|
|
|
|
SUSA - iSHARES TRUST - iShares MSCI USA ESG Select ETF
|
|
|
|
|
|
AMG National Trust Bank
|
|
|
|
|
|
KOMP - SPDR SERIES TRUST - SPDR S&P Kensho New Economies Composite ETF
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund
|
|
|
|
|
|
Foster & Motley Inc
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
Minot DeBlois Advisors LLC
|
|
|
|
|
|
Sone Capital Management, LLC
|
|
|
|
|
|
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
|
|
|
|
|
Stonehage Fleming Financial Services Holdings Ltd
|
|
|
|
|
|
Proffitt & Goodson Inc
|
|
|
|
|
|
C WorldWide Group Holding A/S
|
|
|
|
|
|
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
|
|
|
|
|
Lowe Brockenbrough & Co Inc
|
|
|
|
|
|
Sittner & Nelson, Llc
|
|
|
|
|
|
DHJJ Financial Advisors, Ltd.
|
|
|
|
|
|
Andrew Hill Investment Advisors, Inc.
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
Gates Capital Management, Inc.
|
|
|
|
|
|
DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF
|
|
|
|
|
|
Rathbone Brothers plc
|
|
|
|
|
|
Atlantic Edge Private Wealth Management, LLC
|
|
|
|
|
|
Legacy Bridge, LLC
|
|
|
|
|
|
Verdence Capital Advisors LLC
|
|
|
|
|
|
Everence Capital Management Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Capital Group Research Portfolio Class IB
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
Massachusetts Financial Services Co /ma/
|
|
|
|
|
|
Moss Adams Wealth Advisors LLC
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
Axxcess Wealth Management, Llc
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
Tompkins Financial Corp
|
|
|
|
|
|
Gitterman Wealth Management, LLC
|
|
|
|
|
|
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
|
|
|
|
|
Investment Advisory Services Inc /tx /adv
|
|
|
|
|
|
Essex Savings Bank
|
|
|
|
|
|
Level Four Advisory Services, Llc
|
|
|
|
|
|
Qsemble Capital Management, LP
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
UPGD - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Raymond James SB-1 Equity ETF
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y
|
|
|
|
|
|
Creekmur Asset Management LLC
|
|
|
|
|
|
Allred Capital Management, LLC
|
|
|
|
|
|
Wealthcare Advisory Partners LLC
|
|
|
|
|
|
Fiduciary Alliance LLC
|
|
|
|
|
|
Crescent Grove Advisors, LLC
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
Clean Yield Group
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
FORA Capital, LLC
|
|
|
|
|
|
BIP Wealth, LLC
|
|
|
|
|
|
Nicolet Advisory Services, Llc
|
|
|
|
|
|
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF
|
|
|
|
|
|
Heritage Investors Management Corp
|
|
|
|
|
|
Curat Global, LLC
|
|
|
|
|
|
Evermay Wealth Management Llc
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
Patten & Patten Inc/tn
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
XHB - SPDR SERIES TRUST - SPDR(R) S&P(R) Homebuilders ETF
|
|
|
|
|
|
Allianz Se
|
|
|
|
|
|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
Baker Boyer National Bank
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Enhanced Index VP Initial
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
Compass Wealth Management LLC
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
Auto-Owners Insurance Co
|
|
|
|
|
|
Capital Fund Management S.a.
|
|
|
|
|
|
CAPROCK Group, Inc.
|
|
|
|
|
|
New England Research & Management, Inc.
|
|
|
|
|
|
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
|
|
|
|
|
NJ State Employees Deferred Compensation Plan
|
|
|
|
|
|
VSTIX - VALIC Co I - Stock Index Fund
|
|
|
|
|
|
Meridian Investment Counsel Inc.
|
|
|
|
|
|
Blue Square Asset Management, Llc
|
|
|
|
|
|
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
|
|
|
|
|
Waldron Private Wealth LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
Roberts Glore & Co Inc /il/
|
|
|
|
|
|
Forbes J M & Co Llp
|
|
|
|
|
|
Citizens & Northern Corp
|
|
|
|
|
|
Breakwater Investment Management
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
Modern Wealth Management, LLC
|
|
|
|
|
|
Radnor Capital Management, LLC
|
|
|
|
|
|
Financial Perspectives, Inc
|
|
|
|
|
|
Tax-Managed Value Portfolio - Tax-Managed Value Portfolio
|
|
|
|
|
|
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
|
|
|
|
|
|
SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF
|
|
|
|
|
|
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
|
|
|
|
|
|
Fishman Jay A Ltd/mi
|
|
|
|
|
|
Community Bank, N.A.
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
|
|
Delta Financial Advisors Llc
|
|
|
|
|
|
Sentry Investment Management Llc
|
|
|
|
|
|
HEOMX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Climate Opportunities Fund Class A
|
|
|
|
|
|
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
|
|
|
|
|
|
Jacobs Levy Equity Management, Inc
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Mid Cap Value Fund Class I
|
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
Advisor OS, LLC
|
|
|
|
|
|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
|
|
|
|
Meridian Wealth Management, LLC
|
|
|
|
|
|
Curated Wealth Partners LLC
|
|
|
|
|
|
Great West Life Assurance Co /can/
|
|
|
|
|
|
Financial Advocates Investment Management
|
|
|
|
|
|
Cooper Financial Group
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
ENDW - EA Series Trust - Cambria Endowment Style ETF
|
|
|
|
|
|
Aviva Plc
|
|
|
|
|
|
First Manhattan Co
|
|
|
|
|
|
Northwestern Mutual Investment Management Company, Llc
|
|
|
|
|
|
Systematic Alpha Investments, LLC
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Jnl Series Trust - Jnl Multi-manager Mid Cap Fund (a)
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Ramirez Asset Management, Inc.
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Twin Peaks Wealth Advisors, LLC
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Optimum Investment Advisors
|
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|
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
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|
|
|
|
Nomura Holdings Inc
|
|
|
|
|
|
GATEX - Gateway Trust - Gateway Fund Class A Shares
|
|
|
|
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|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
|
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|
Twelve Points Wealth Management LLC
|
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Grove Bank & Trust
|
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Banque Cantonale Vaudoise
|
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Sunbelt Securities, Inc.
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TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund
|
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|
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|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
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|
Pines Wealth Management, LLC
|
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|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
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Total Investment Management Inc
|
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Sig Brokerage, Lp
|
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Advisors Capital Management, LLC
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AdviceOne Advisory Services, LLC
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Van Hulzen Asset Management, LLC
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Carmel Capital Partners, LLC
|
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VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
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|
Motco
|
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JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I
|
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Mark Sheptoff Financial Planning, Llc
|
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Invesco, Llc
|
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New York State Teachers Retirement System
|
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BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
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|
RMB Capital Management, LLC
|
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BlackRock, Inc.
|
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Asset Planning,Inc
|
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Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
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State of Alaska, Department of Revenue
|
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EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
|
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Regions Financial Corp
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Plante Moran Financial Advisors, LLC
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Chemung Canal Trust Co
|
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Keybank National Association/oh
|
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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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|
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IWL - iSHARES TRUST - iShares Russell Top 200 ETF
|
|
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|
Purkiss Capital Advisors LLC
|
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|
Oregon Public Employees Retirement Fund
|
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Rothschild Investment Llc
|
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Congress Wealth Management LLC / DE /
|
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Mount Yale Investment Advisors, LLC
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Wedbush Securities Inc
|
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Means Investment Co., Inc.
|
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CSMEX - CARILLON SERIES TRUST - Carillon Scout Mid Cap Fund Class A
|
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Wetherby Asset Management Inc
|
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GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class
|
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Principal Street Partners, LLC
|
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|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
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|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
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|
|
EntryPoint Capital, LLC
|
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|
Selway Asset Management
|
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Squarepoint Ops LLC
|
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Manchester Capital Management LLC
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AIVSX - INVESTMENT CO OF AMERICA - INVESTMENT CO OF AMERICA Class A
|
|
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|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
|
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|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
|
|
CGNG - Capital Group New Geography Equity ETF - Capital Group New Geography Equity ETF Share Class
|
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|
Connecticut 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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|
Wesleyan Assurance Society
|
|
|
|
|
|
Nautilus Advisors LLC
|
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|
|
Game Plan Financial Advisors, LLC
|
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|
|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
|
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|
|
HLAL - Listed Funds Trust - Wahed FTSE USA Shariah ETF
|
|
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|
|
TCTC Holdings, LLC
|
|
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|
|
Bollard Group LLC
|
|
|
|
|
|
MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class
|
|
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|
Brookstone Capital Management
|
|
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|
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
|
|
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|
Bokf, Na
|
|
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|
NICSX - Nicholas Fund, Inc. - Nicholas Fund Inc
|
|
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|
|
|
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
Rhumbline Advisers
|
|
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|
|
Citigroup Inc
|
|
|
|
|
|
Primecap Management Co/ca/
|
|
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|
CoreFirst Bank & Trust
|
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|
William Blair Investment Management, Llc
|
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|
Natixis Advisors, L.p.
|
|
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|
Signature Resources Capital Management, LLC
|
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|
|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
|
|
|
|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
|
|
|
|
|
Wood Tarver Financial Group, LLC
|
|
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|
|
Mbb Public Markets I Llc
|
|
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|
|
Signaturefd, Llc
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
Buckingham Strategic Partners
|
|
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|
|
|
Park Place Capital Corp
|
|
|
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|
|
Cascade Financial Partners, LLC
|
|
|
|
|
|
FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
|
|
Ingalls & Snyder Llc
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
Aurdan Capital Management, LLC
|
|
|
|
|
|
Penserra Capital Management LLC
|
|
|
|
|
|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
|
|
|
|
Thomasville National Bank
|
|
|
|
|
|
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
|
|
|
|
|
MONECO Advisors, LLC
|
|
|
|
|
|
Ahl Investment Management, Inc.
|
|
|
|
|
|
SPX Equities Gestao de Recursos Ltda
|
|
|
|
|
|
Nova Wealth Management, Inc.
|
|
|
|
|
|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
|
|
|
|
|
FPX - FIRST TRUST EXCHANGE-TRADED FUND - First Trust US Equity Opportunities ETF
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
Burke & Herbert Bank & Trust Co
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
|
|
JHTRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 3 Fund Class R6
|
|
|
|
|
|
FUKOKU MUTUAL LIFE INSURANCE Co
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
Caisse De Depot Et Placement Du Quebec
|
|
|
|
|
|
Halbert Hargrove Global Advisors, Llc
|
|
|
|
|
|
Twin Lakes Capital Management, LLC
|
|
|
|
|
|
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
|
|
|
|
|
Mirae Asset Securities (usa) Inc.
|
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
Worldquant Millennium Advisors Llc
|
|
|
|
|
|
Gifford Fong Associates
|
|
|
|
|
|
Putney Financial Group LLC
|
|
|
|
|
|
CTC Alternative Strategies, Ltd.
|
|
|
|
|
|
Flagship Wealth Advisors, Llc
|
|
|
|
|
|
Handelsbanken Fonder AB
|
|
|
|
|
|
TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R
|
|
|
|
|
|
Gulf International Bank (UK) Ltd
|
|
|
|
|
|
Calvert Management Series - Calvert Global Equity Fund Class I
|
|
|
|
|
|
Woodmont Investment Counsel Llc
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
|
SZNE - Pacer Funds Trust - Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF
|
|
|
|
|
|
Fairscale Capital, LLC
|
|
|
|
|
|
DnB Asset Management AS
|
|
|
|
|
|
Choate Investment Advisors
|
|
|
|
|
|
Teza Capital Management LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
Lighthouse Investment Partners, LLC
|
|
|
|
|
|
Nissay Asset Management Corp /japan/ /adv
|
|
|
|
|
|
Kidder Stephen W
|
|
|
|
|
|
Baxter Bros Inc
|
|
|
|
|
|
First Bank & Trust
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
Abacus Wealth Partners, LLC
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
SPHB - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Beta ETF
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Capital Income Builder Class 1
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Global Growth Fund Class 1
|
|
|
|
|
|
Carderock Capital Management Inc
|
|
|
|
|
|
Gsa Capital Partners Llp
|
|
|
|
|
|
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A
|
|
|
|
|
|
Cullen Investment Group, Ltd.
|
|
|
|
|
|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
|
|
|
|
|
Dumont & Blake Investment Advisors Llc
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
GBLAX - AMERICAN FUNDS GLOBAL BALANCED FUND - AMERICAN FUNDS GLOBAL BALANCED FUND Class A
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
Carret Asset Management, Llc
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
|
|
|
|
Ritter Daniher Financial Advisory LLC / DE
|
|
|
|
|
|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
NEOS Investment Management LLC
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
Baker Ellis Asset Management LLC
|
|
|
|
|
|
Lifeworks Advisors, LLC
|
|
|
|
|
|
Crews Bank & Trust
|
|
|
|
|
|
Mission Wealth Management, Lp
|
|
|
|
|
|
Capital A Wealth Management, LLC
|
|
|
|
|
|
Scotia Capital Inc.
|
|
|
|
|
|
HCR Wealth Advisors
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
|
|
|
|
|
IDPIX - Profunds - Industrials Ultrasector Profund Investor Class
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
|
|
|
|
|
Pegasus Asset Management, Inc.
|
|
|
|
|
|
J. Safra Sarasin Holding AG
|
|
|
|
|
|
PQIAX - PRINCIPAL FUNDS INC - Equity Income Fund formerly Equity Income Fund I Class A
|
|
|
|
|
|
First City Capital Management, Inc.
|
|
|
|
|
|
Riggs Asset Managment Co. Inc.
|
|
|
|
|
|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
Journey Strategic Wealth Llc
|
|
|
|
|
|
ADME - ETF Series Solutions - Aptus Drawdown Managed Equity ETF
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A
|
|
|
|
|
|
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
|
|
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
|
|
|
|
|
|
GM Advisory Group, Inc.
|
|
|
|
|
|
DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A
|
|
|
|
|
|
Groupama Asset Managment
|
|
|
|
|
|
Alhambra Investment Partners LLC
|
|
|
|
|
|
Athena Investment Management
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
|
|
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
|
|
|
|
|
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
|
|
|
|
|
|
Dempze Nancy E
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
|
|
Prairie Wealth Advisors, Inc.
|
|
|
|
|
|
Capital Advantage, Inc.
|
|
|
|
|
|
Hopwood Financial Services, Inc.
|
|
|
|
|
|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
|
|
|
|
BI Asset Management Fondsmaeglerselskab A/S
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
|
|
Greenwich Wealth Management LLC
|
|
|
|
|
|
BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares
|
|
|
|
|
|
Birch Hill Investment Advisors LLC
|
|
|
|
|
|
Truvestments Capital Llc
|
|
|
|
|
|
Boyd Watterson Asset Management Llc/oh
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
SIMS - SPDR SERIES TRUST - SPDR S&P Kensho Intelligent Structures ETF
|
|
|
|
|
|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
|
|
|
|
111 Capital
|
|
|
|
|
|
Valued Wealth Advisors LLC
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
JNBA Financial Advisors
|
|
|
|
|
|
Natixis
|
|
|
|
|
|
Strategic Planning, Inc.
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
Kingswood Wealth Advisors, Llc
|
|
|
|
|
|
Parcion Private Wealth LLC
|
|
|
|
|
|
Birchbrook, Inc.
|
|
|
|
|
|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
Horizon Bancorp Inc /in/
|
|
|
|
|
|
TGLR - ETF Opportunities Trust - LAFFER|TENGLER Equity Income ETF
|
|
|
|
|
|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
|
|
|
|
Forte Capital Llc /adv
|
|
|
|
|
|
HLQVX - JPMORGAN TRUST II - JPMorgan Large Cap Value Fund Class I
|
|
|
|
|
|
Ewa, Llc
|
|
|
|
|
|
Colonial Trust Advisors
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
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Maryland State Retirement & Pension System
|
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Connor, Clark & Lunn Investment Management Ltd.
|
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|
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF
|
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|
MetLife Investment Management, LLC
|
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|
Barclays Plc
|
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|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
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|
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
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|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
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|
Edgestream Partners, L.P.
|
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|
Treasurer of the State of North Carolina
|
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|
Arrowstreet Capital, Limited Partnership
|
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|
JOET - Virtus ETF Trust II - Virtus Terranova U.S. Quality Momentum ETF
|
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|
DRIPX - MP63 FUND INC - MP63 Fund
|
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|
EARAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A
|
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|
Private Wealth Management Group, LLC
|
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|
Putnam Fl Investment Management Co
|
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Cutler Investment Counsel Llc
|
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Klp Kapitalforvaltning As
|
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Bleakley Financial Group, LLC
|
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ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A
|
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|
GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional
|
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|
Briaud Financial Planning, Inc
|
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|
Southeast Asset Advisors Inc.
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Private Wealth Asset Management, LLC
|
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Tufton Capital Management
|
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Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
|
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|
Monterey Private Wealth, Inc.
|
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Prospector Partners Llc
|
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CRTC - DBX ETF TRUST - Xtrackers US National Critical Technologies ETF
|
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|
Great Diamond Partners, LLC
|
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|
Alta Advisers Ltd
|
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Mengis Capital Management, Inc.
|
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HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
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VCGAX - VALIC Co I - Growth & Income Fund
|
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Transform Wealth, LLC
|
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Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
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|
Wells Fargo & Company/mn
|
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Centennial Bank/AR/
|
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USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF
|
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RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A
|
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WFA of San Diego, LLC
|
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Buffington Mohr McNeal
|
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XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF
|
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Sky Investment Group LLC
|
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|
EVTMX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Dividend Builder Fund Class A
|
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|
Fisher Asset Management, LLC
|
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Confluence Wealth Services, Inc.
|
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Ivy Variable Insurance Portfolios - Ivy VIP Global Growth Class II
|
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|
CWA Asset Management Group, LLC
|
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Glaxis Capital Management, LLC
|
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Russell Investments Group, Ltd.
|
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Sargent Investment Group, LLC
|
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Norinchukin Bank, The
|
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Fifth Third Bancorp
|
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Fox Run Management, L.l.c.
|
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Missouri Trust & Investment Co
|
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Woodstock Corp
|
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FSC Wealth Advisors, LLC
|
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TFC Financial Management
|
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|
FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund
|
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|
Geneos Wealth Management Inc.
|
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Bragg Financial Advisors, Inc
|
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River Wealth Advisors LLC
|
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|
Tredje AP-fonden
|
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AMRMX - AMERICAN MUTUAL FUND - AMERICAN MUTUAL FUND Class A
|
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|
Royal Bank Of Canada
|
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RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
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MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
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Pettyjohn, Wood & White, Inc
|
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FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
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|
Eaton Vance Risk-managed Diversified Equity Income Fund
|
|
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|
Eaton Vance Tax-advantaged Global Dividend Opportunities Fund
|
|
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|
AlphaCore Capital LLC
|
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|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
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|
Stance Capital Llc
|
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|
Landscape Capital Management, L.l.c.
|
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|
Mv Capital Management, Inc.
|
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Winton Capital Group Ltd
|
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|
Crowley Wealth Management, Inc.
|
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|
WTV - WisdomTree Trust - WisdomTree U.S. Quality Shareholder Yield Fund N/A
|
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|
IFP Advisors, Inc
|
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|
Aberdeen Wealth Management LLC
|
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ESGEX - Capitol Series Trust - Reynders, McVeigh Core Equity Fund Institutional Shares
|
|
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|
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|
Berbice Capital Management LLC
|
|
|
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|
|
SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF
|
|
|
|
|
|
1st Source Bank
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
|
|
Souders Financial Advisors
|
|
|
|
|
|
Pacific Center for Financial Services
|
|
|
|
|
|
Signature Wealth Management Partners, LLC
|
|
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|
|
Provenance Wealth Advisors, LLC
|
|
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|
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|
Strs Ohio
|
|
|
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|
|
ELCO Management Co., LLC
|
|
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|
Northstar Financial Companies, Inc.
|
|
|
|
|
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
|
|
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
|
|
|
|
|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
|
|
|
Baldwin Investment Management, LLC
|
|
|
|
|
|
PPADX - GMO TRUST - GMO U.S. Opportunistic Value Fund Class III
|
|
|
|
|
|
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
Montecito Bank & Trust
|
|
|
|
|
|
Sigma Planning Corp
|
|
|
|
|
|
WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Capital Growth Portfolio
|
|
|
|
|
|
Azimuth Capital Investment Management LLC
|
|
|
|
|
|
GURU - Global X Funds - Global X Guru Index ETF
|
|
|
|
|
|
Consultiva Wealth Management, Corp.
|
|
|
|
|
|
Boston Family Office Llc
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
|
|
|
|
|
Keeley-Teton Advisors, LLC
|
|
|
|
|
|
Trexquant Investment LP
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
Everpar Advisors Llc
|
|
|
|
|
|
Patten Group, Inc.
|
|
|
|
|
|
Pinnacle Associates Ltd
|
|
|
|
|
|
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
|
|
|
|
|
|
SCS Capital Management LLC
|
|
|
|
|
|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
|
|
|
|
BFSIX - VALUED ADVISERS TRUST - BFS Equity Fund Institutional Class
|
|
|
|
|
|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
|
|
|
|
|
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
RGEF - Tidal Trust III - Rockefeller Global Equity ETF
|
|
|
|
|
|
Eq Wealth Advisors, Llc
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
Caldwell Securities, Inc
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Blend Portfolio
|
|
|
|
|
|
Cullinan Associates Inc
|
|
|
|
|
|
DODGX - DODGE & COX FUNDS - Dodge & Cox Stock Fund
|
|
|
|
|
|
Gen-Wealth Partners Inc
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
Gillespie Robinson & Grimm Inc
|
|
|
|
|
|
Cornerstone Advisors, LLC
|
|
|
|
|
|
WealthTrak Capital Management LLC
|
|
|
|
|
|
Glenview Trust Co
|
|
|
|
|
|
InTrack Investment Management Inc
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
Burgundy Asset Management Ltd.
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
VEGN - ETF Series Solutions - US Vegan Climate ETF
|
|
|
|
|
|
NUGO - Nushares ETF Trust - Nuveen Growth Opportunities ETF
|
|
|
|
|
|
QCGRRX - COLLEGE RETIREMENT EQUITIES FUND - Growth Account Class R1
|
|
|
|
|
|
Onefund, Llc
|
|
|
|
|
|
Humankind Benefit Corp - Humankind US Stock ETF
|
|
|
|
|
|
North Capital, Inc.
|
|
|
|
|
|
Pittenger & Anderson Inc
|
|
|
|
|
|
Dearborn Partners Llc
|
|
|
|
|
|
St. Louis Trust Co
|
|
|
|
|
|
Mcdonald Partners Llc
|
|
|
|
|
|
Candriam Luxembourg S.C.A.
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
La Banque Postale Asset Management SA
|
|
|
|
|
|
Freestone Capital Holdings, LLC
|
|
|
|
|
|
Edgemoor Investment Advisors, Inc.
|
|
|
|
|
|
VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares
|
|
|
|
|
|
CNB Bank
|
|
|
|
|
|
Ilmarinen Mutual Pension Insurance Co
|
|
|
|
|
|
CGDV - Capital Group Dividend Value ETF - Capital Group Dividend Value ETF Share Class
|
|
|
|
|
|
Point72 (DIFC) Ltd
|
|
|
|
|
|
Czech National Bank
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
HIBL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) High Beta Bull 3X Shares
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
|
|
|
|
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
|
|
|
|
|
Associated Banc-corp
|
|
|
|
|
|
Silicon Valley Capital Partners
|
|
|
|
|
|
First Financial Bankshares Inc
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Equity Income Account Class 1
|
|
|
|
|
|
Wealth Preservation Advisors, LLC
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
Stonebridge Capital Advisors LLC
|
|
|
|
|
|
Leavell Investment Management, Inc.
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
GCCHX - GMO TRUST - GMO Climate Change Fund Class III
|
|
|
|
|
|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
|
|
|
|
|
Independence Bank of Kentucky
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
|
RAYD - Advisors' Inner Circle Fund III - Rayliant Quantitative Developed Market Equity ETF
|
|
|
|
|
|
Notis-McConarty Edward
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
Kinneret Advisory, LLC
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
Profund Advisors Llc
|
|
|
|
|
|
IYJ - iSHARES TRUST - iShares U.S. Industrials ETF
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
GHP Investment Advisors, Inc.
|
|
|
|
|
|
CapWealth Advisors, LLC
|
|
|
|
|
|
SPHQ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Quality ETF
|
|
|
|
|
|
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
|
|
|
|
|
|
Battery Global Advisors, LLC
|
|
|
|
|
|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
Hemenway Trust Co LLC
|
|
|
|
|
|
Center for Financial Planning, Inc.
|
|
|
|
|
|
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
|
|
|
|
|
|
Laurion Capital Management LP
|
|
|
|
|
|
NEWFX - NEW WORLD FUND INC - NEW WORLD FUND INC Class A
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
Meiji Yasuda Life Insurance Co
|
|
|
|
|
|
Cranbrook Wealth Management, LLC
|
|
|
|
|
|
Zacks Investment Management
|
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
|
TPLE - TIMOTHY PLAN - Timothy Plan US Large/Mid Cap Core Enhanced ETF
|
|
|
|
|
|
Voya Infrastructure, Industrials & Materials Fund
|
|
|
|
|
|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
|
|
|
|
|
Clear Harbor Asset Management, LLC
|
|
|
|
|
|
N.E.W. Advisory Services LLC
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
Coastline Trust Co
|
|
|
|
|
|
Firsthand Capital Management, Inc.
|
|
|
|
|
|
Endowment Wealth Management, Inc.
|
|
|
|
|
|
Tandem Financial, LLC
|
|
|
|
|
|
Avestar Capital, LLC
|
|
|
|
|
|
Cigna Investments Inc /new
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
Acima Private Wealth, Llc
|
|
|
|
|
|
Garden State Investment Advisory Services LLC
|
|
|
|
|
|
Charter Oak Capital Management, LLC
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
|
|
|
|
Clearbridge Investments, LLC
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1
|
|
|
|
|
|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
|
|
|
|
|
Parvin Asset Management, LLC
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
Marble Harbor Investment Counsel, LLC
|
|
|
|
|
|
Meeder Advisory Services, Inc.
|
|
|
|
|
|
CGC Financial Services, LLC
|
|
|
|
|
|
Heritage Trust Co
|
|
|
|
|
|
Global Wealth Strategies & Associates
|
|
|
|
|
|
Elevate Wealth Advisory, Inc
|
|
|
|
|
|
Argent Trust Co
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
Skandinaviska Enskilda Banken AB (publ)
|
|
|
|
|
|
HighMark Wealth Management LLC
|
|
|
|
|
|
Twin Tree Management, LP
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
|
|
CHGX - EA Series Trust - Stance Sustainable Beta ETF
|
|
|
|
|
|
Financial Freedom, LLC
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
Horizon Funds - HORIZON EXPEDITION PLUS ETF
|
|
|
|
|
|
Cary Street Partners Financial Llc
|
|
|
|
|
|
Hancock Whitney Corp
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
Arete Wealth Advisors, LLC
|
|
|
|
|
|
TigerOak Management, L.L.C.
|
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|
Fractal Investments LLC
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Global Growth and Income Fund Class 1
|
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|
|
|
|
Triangle Securities Wealth Management
|
|
|
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|
|
Sandy Spring Bank
|
|
|
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|
Laurel Wealth Advisors LLC
|
|
|
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|
|
ANWPX - NEW PERSPECTIVE FUND - NEW PERSPECTIVE FUND Class A
|
|
|
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|
|
Capital International Inc /ca/
|
|
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Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
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|
|
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Western Wealth Management, LLC
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CX Institutional
|
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PineBridge Investments, L.P.
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MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
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|
Westport Asset Management Inc
|
|
|
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|
|
TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class
|
|
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|
|
|
Hara Capital LLC
|
|
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|
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LOPP - Gabelli ETFs Trust - Gabelli Love Our Planet & People ETF
|
|
|
|
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|
CWGIX - CAPITAL WORLD GROWTH & INCOME FUND - CAPITAL WORLD GROWTH & INCOME FUND Class A
|
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|
Sawyer & Company, Inc
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Apollon Wealth Management, LLC
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Quotient Wealth Partners, LLC
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Guggenheim Strategic Opportunities Fund
|
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Kcm Investment Advisors Llc
|
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Apella Capital, LLC
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1858 Wealth Management, Llc
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NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
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|
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EQTIX - SHELTON FUNDS - Shelton Core Value Fund Direct Shares
|
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|
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Sheaff Brock Investment Advisors, LLC
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RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF
|
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|
Resona Asset Management Co.,Ltd.
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Donaldson Capital Management, Llc
|
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Round Rock Advisors, LLC
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ULPIX - Profunds - Ultrabull Profund Investor Class
|
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|
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|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
|
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|
|
Morton Capital Management LLC/CA
|
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|
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Robertson Stephens Wealth Management, LLC
|
|
|
|
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|
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
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|
Meiji Yasuda Asset Management Co Ltd.
|
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|
Hartford Investment Management Co
|
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Nicholas Company, Inc.
|
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Ledyard National Bank
|
|
|
|
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|
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
|
|
|
|
|
|
Boston Common Asset Management, LLC
|
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|
|
Proficio Capital Partners LLC
|
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|
Barnett & Company, Inc.
|
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Cookson Peirce & Co Inc
|
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|
Valley Brook Capital Group, Inc.
|
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Folger Nolan Fleming Douglas Capital Management, Inc
|
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|
Cunning Capital Partners, LP
|
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Mascoma Wealth Management LLC
|
|
|
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|
|
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
|
|
|
|
|
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
|
|
|
|
|
FOWF - Pacer Funds Trust - Pacer Solactive Whitney Future of Warfare ETF
|
|
|
|
|
|
Wesbanco Bank Inc
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
ASR Vermogensbeheer N.V.
|
|
|
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|
Goelzer Investment Management, Inc.
|
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|
Strategic Wealth Partners, Ltd.
|
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|
StonePine Asset Management Inc.
|
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|
Glenmede Investment Management, LP
|
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|
BlackRock Capital Allocation Trust
|
|
|
|
|
|
Delaney Dennis R
|
|
|
|
|
|
BIAFX - Brown Advisory Funds - Brown Advisory Flexible Equity Fund Investor Shares
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
RBLD - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Global Engineering and Construction ETF
|
|
|
|
|
|
Oxford Asset Management Llp
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
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|
|
Townsend & Associates, Inc
|
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|
Signature Estate & Investment Advisors Llc
|
|
|
|
|
|
Madison Wealth Partners, Inc
|
|
|
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|
|
Procyon Private Wealth Partners, LLC
|
|
|
|
|
|
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF
|
|
|
|
|
|
Retirement Systems of Alabama
|
|
|
|
|
|
Trifecta Capital Advisors, LLC
|
|
|
|
|
|
Profunds - Profund Vp Bull
|
|
|
|
|
|
Avidian Wealth Solutions, LLC
|
|
|
|
|
|
Banque Transatlantique SA
|
|
|
|
|
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
|
|
|
|
|
Riverwater Partners LLC
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Growth Fund Class 1
|
|
|
|
|
|
EADIX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Tax-Managed Global Dividend Income Fund Class A
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
Redhawk Wealth Advisors, Inc.
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
Financial Engines Advisors L.L.C.
|
|
|
|
|
|
Silver Lake Advisory, LLC
|
|
|
|
|
|
Bellecapital International Ltd.
|
|
|
|
|
|
MCF Advisors LLC
|
|
|
|
|
|
MorganRosel Wealth Management, LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Advanced Strategies Portfolio
|
|
|
|
|
|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
|
|
|
|
VOOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Growth Index Fund ETF Shares
|
|
|
|
|
|
TFG Advisers LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Harbor Advisors LLC
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
Acadian Asset Management Llc
|
|
|
|
|
|
MSH Capital Advisors LLC
|
|
|
|
|
|
Clarius Group, LLC
|
|
|
|
|
|
Rehmann Capital Advisory Group
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
Cohen Klingenstein LLC
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
Crawford Investment Counsel Inc
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
LGT Group Foundation
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A
|
|
|
|
|
|
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class
|
|
|
|
|
|
Two Sigma Investments, Lp
|
|
|
|
|
|
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
Evercore Wealth Management, LLC
|
|
|
|
|
|
Park Square Financial Group, LLC
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
Central Pacific Bank - Trust Division
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
|
Capital World Investors
|
|
|
|
|
|
American National Bank
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
CGGO - Capital Group Global Growth Equity ETF - Capital Group Global Growth Equity ETF Share Class
|
|
|
|
|
|
Aigen Investment Management, Lp
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
FIL Ltd
|
|
|
|
|
|
Mandatum Life Insurance Co Ltd
|
|
|
|
|
|
Robeco Institutional Asset Management B.V.
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
DUSL - Direxion Shares ETF Trust - Direxion Daily Industrials Bull 3X Shares
|
|
|
|
|
|
DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF
|
|
|
|
|
|
Alamea Verwaltungs GmbH
|
|
|
|
|
|
Family CFO Inc
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Growth And Income Vip Fund Class 1
|
|
|
|
|
|
S.A. Mason LLC
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
UniSuper Management Pty Ltd
|
|
|
|
|
|
GCAEX - Gabelli Equity Series Funds Inc - The Gabelli Equity Income Fund Class A
|
|
|
|
|
|
Diversified Trust Co
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
Fayez Sarofim & Co
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
LGPIX - Profunds - Large-cap Growth Profund Investor Class
|
|
|
|
|
|
Rodgers Brothers Inc.
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
GBCIX - Gabelli Dividend Growth Fund - The Gabelli Dividend Growth Fund Class I
|
|
|
|
|
|
Chicago Partners Investment Group LLC
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
Pacifica Partners Inc.
|
|
|
|
|
|
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio
|
|
|
|
|
|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
DecisionPoint Financial, LLC
|
|
|
|
|
|
ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1
|
|
|
|
|
|
Werlinich Asset Management, LLC
|
|
|
|
|
|
Farmers National Bank
|
|
|
|
|
|
Focus Financial Network, Inc.
|
|
|
|
|
|
Argent Capital Management Llc
|
|
|
|
|
|
WGGNX - WILLIAM BLAIR FUNDS - William Blair Global Leaders Fund Class N
|
|
|
|
|
|
Montis Financial, LLC
|
|
|
|
|
|
FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund
|
|
|
|
|
|
Maven Securities LTD
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - CTIVP - Victory Sycamore Established Value Fund Class 3
|
|
|
|
|
|
Penobscot Investment Management Company, Inc.
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
Pavion Blue Capital, LLC
|
|
|
|
|
|
UXI - PROSHARES TRUST - ProShares Ultra Industrials
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
|
|
|
|
IVE - iSHARES TRUST - iShares S&P 500 Value ETF
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
DWAFX - Arrow Investments Trust - ARROW DWA BALANCED FUND CLASS A SHARES
|
|
|
|
|
|
Adams Diversified Equity Fund, Inc.
|
|
|
|
|
|
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A
|
|
|
|
|
|
Chicago Capital, LLC
|
|
|
|
|
|
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
|
|
|
|
|
|
Flow Traders U.s. Llc
|
|
|
|
|
|
NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF
|
|
|
|
|
|
Twinbeech Capital Lp
|
|
|
|
|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
|
|
|
Tax-managed Growth Portfolio - Tax-managed Growth Portfolio
|
|
|
|
|
|
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
|
|
|
|
|
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A
|
|
|
|
|
|
BLPIX - Profunds - Bull Profund Investor Class
|
|
|
|
|
|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
|
|
|
|
|
FRG Family Wealth Advisors LLC
|
|
|
|
|
|
Northwest Financial Advisors
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
Citizens National Bank Trust Department
|
|
|
|
|
|
First Community Trust Na
|
|
|
|
|
|
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
|
|
|
|
|
|
Fortis Group Advisors, LLC
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
Vinva Investment Management Ltd
|
|
|
|
|
|
Curbstone Financial Management Corp
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
SOA Wealth Advisors, LLC.
|
|
|
|
|
|
Charter Trust Co
|
|
|
|
|
|
FSM Wealth Advisors, LLC
|
|
|
|
|
|
Burney Co/
|
|
|
|
|
|
Family Capital Trust Co
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
|
|
|
|
Challenger Wealth Management
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
|
|
|
|
|
Journey Advisory Group, LLC
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
JHDRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 2 Fund Class R6
|
|
|
|
|
|
Baker Avenue Asset Management, LP
|
|
|
|
|
|
Gables Capital Management Inc.
|
|
|
|
|
|
Chevy Chase Trust Holdings, Inc.
|
|
|
|
|
|
Bensler, LLC
|
|
|
|
|
|
FSHOX - FIDELITY SELECT PORTFOLIOS - Construction and Housing Portfolio
|
|
|
|
|
|
Mjp Associates Inc /adv
|
|
|
|
|
|
Cascade Investment Advisors, Inc.
|
|
|
|
|
|
Arista Wealth Management, LLC
|
|
|
|
|
|
Windward Capital Management Co /ca
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
Core Wealth Partners LLC
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
Johnson Financial Group, Inc.
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
RND - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Bloomberg R&D Leaders ETF
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Disciplined Equity Fund Class II
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
MASTERINVEST Kapitalanlage GmbH
|
|
|
|
|
|
Pure Financial Advisors, Inc.
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
High Note Wealth, LLC
|
|
|
|
|
|
Rafferty Asset Management, LLC
|
|
|
|
|
|
Brasada Capital Management, Lp
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
BOK Financial Private Wealth, Inc.
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
Horizon Financial Services, Llc
|
|
|
|
|
|
NOSIX - Northern Funds - Northern Stock Index Fund
|
|
|
|
|
|
Pacer Advisors, Inc.
|
|
|
|
|
|
Bradley Foster & Sargent Inc/ct
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
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Hrt Financial Lp
|
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GCECX - AB CAP FUND, INC. - AB Global Core Equity Portfolio Class C
|
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|
Hall Laurie J Trustee
|
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|
Prudent Man Advisors, LLC
|
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|
CarsonAllaria Wealth Management, Ltd.
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|
Weiss Asset Management LP
|
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HFM Investment Advisors, LLC
|
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Calamos Advisors LLC
|
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PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund
|
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|
United Bank
|
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Centricity Wealth Management, LLC
|
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|
Punch & Associates Investment Management, Inc.
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Forum Financial Management, LP
|
|
|
|
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|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
|
|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
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|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
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|
Bailard, Inc.
|
|
|
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NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
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|
|
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|
Gateway Wealth Partners, LLC
|
|
|
|
|
|
IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I
|
|
|
|
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|
Franklin Street Advisors Inc /nc
|
|
|
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|
Activest Wealth Management
|
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|
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|
VCI Wealth Management LLC
|
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Tidemark, LLC
|
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Arthur M. Cohen & Associates, Llc
|
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Assenagon Asset Management S.A.
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Envestnet Asset Management Inc
|
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JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
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|
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|
JEPI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
|
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VPMCX - VANGUARD CHESTER FUNDS - Vanguard PRIMECAP Fund Investor Shares
|
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Edmond De Rothschild Holding S.a.
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Davidson Trust Co
|
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Dimensional Fund Advisors Lp
|
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Tower Bridge Advisors
|
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Hamilton Capital, LLC
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ORG Partners LLC
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Cohen & Steers, Inc.
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Catalyst Financial Partners Llc
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Peoples Financial Services Corp.
|
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Burns J W & Co Inc/ny
|
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Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
|
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|
Bull Street Advisors, LLC
|
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|
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Gabelli Dividend & Income Trust
|
|
|
|
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CSIFX - CALVERT SOCIAL INVESTMENT FUND - Calvert Balanced Fund Class A
|
|
|
|
|
|
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
|
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|
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|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
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Manufacturers Life Insurance Company, The
|
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Us Financial Advisors, Llc
|
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First Pacific Financial
|
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Phoenix Holdings Ltd.
|
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|
Y-Intercept (Hong Kong) Ltd
|
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|
Aureus Asset Management, LLC
|
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JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A
|
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Todd Asset Management Llc
|
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RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
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|
City Holding Co
|
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|
Main Street Financial Solutions, LLC
|
|
|
|
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|
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F
|
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|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
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|
Lmcg Investments, Llc
|
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MJT & Associates Financial Advisory Group, Inc.
|
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Commerce Bank
|
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USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF
|
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FMIHX - FMI FUNDS INC - Large Cap Fund Investor Class
|
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Jane Street Group, Llc
|
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AdvisorShares Investments LLC
|
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan U.S. Equity Fund Standard Class
|
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USS Investment Management Ltd
|
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|
Hanson & Doremus Investment Management
|
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HVAC - AdvisorShares Trust - AdvisorShares HVAC and Industrials ETF
|
|
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|
Csenge Advisory Group
|
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|
Jackson, Grant Investment Advisers, Inc.
|
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|
Childress Capital Advisors, Llc
|
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|
Pictet & Cie (Europe) SA
|
|
|
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|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
|
|
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|
|
Snowden Capital Advisors LLC
|
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|
|
Richardson Financial Services Inc.
|
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|
Northwest & Ethical Investments L.P.
|
|
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|
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y
|
|
|
|
|
|
LVW Advisors, LLC
|
|
|
|
|
|
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
|
|
|
|
|
|
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF
|
|
|
|
|
|
Liberty All Star Equity Fund
|
|
|
|
|
|
Polar Capital Holdings Plc
|
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|
|
|
|
Gabelli Funds Llc
|
|
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|
|
Farmers Trust Co
|
|
|
|
|
|
BSW Wealth Partners
|
|
|
|
|
|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
|
|
|
Berkshire Money Management, Inc.
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
Segment Wealth Management, LLC
|
|
|
|
|
|
Compass Capital Corp /ma/ /adv
|
|
|
|
|
|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
|
|
|
|
|
First National Trust Co
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
Founders Capital Management, Llc
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
|
|
|
|
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
|
|
|
|
|
|
Quarry LP
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
Quantbot Technologies LP
|
|
|
|
|
|
B. Metzler seel. Sohn & Co. AG
|
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
|
|
|
|
|
Eaton Vance Tax-managed Diversified Equity Income Fund
|
|
|
|
|
|
Bridges Investment Management Inc
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
Nordea Investment Management Ab
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
BGDV - ETF Series Solutions - Bahl & Gaynor Dividend ETF
|
|
|
|
|
|
Schnieders Capital Management Llc
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
Family Legacy Financial Solutions, LLC
|
|
|
|
|
|
Massachusetts Wealth Management
|
|
|
|
|
|
MADE - iSHARES TRUST - iShares U.S. Manufacturing ETF
|
|
|
|
|
|
Segall Bryant & Hamill, Llc
|
|
|
|
|
|
Vision Financial Markets Llc
|
|
|
|
|
|
Soundwatch Capital LLC
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
Isthmus Partners, Llc
|
|
|
|
|
|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
Plato Investment Management Ltd
|
|
|
|
|
|
Frazier Financial Advisors, LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - Main Street Core Portfolio Class I
|
|
|
|
|
|
Carnegie Capital Asset Management, LLC
|
|
|
|
|
|
Jump Financial, LLC
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
Adirondack Trust Co
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
|
|
|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
|
|
|
|
GPM Growth Investors, Inc.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
ExodusPoint Capital Management, LP
|
|
|
|
|
|
Ashton Thomas Private Wealth, LLC
|
|
|
|
|
|
Reuter James Wealth Management, Llc
|
|
|
|
|
|
Connable Office Inc
|
|
|
|
|
|
Foster Victor Wealth Advisors, LLC
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
PACIFIC SELECT FUND - Hedged Equity Portfolio Class P
|
|
|
|
|
|
IWX - iSHARES TRUST - iShares Russell Top 200 Value ETF
|
|
|
|
|
|
Milliman Variable Insurance Trust - Milliman - Capital Group Hedged U.S. Growth Fund Class 3
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
Intech Investment Management Llc
|
|
|
|
|
|
Dorsey & Whitney Trust CO LLC
|
|
|
|
|
|
Zimmer Partners, LP
|
|
|
|
|
|
Clark Capital Management Group, Inc.
|
|
|
|
|
|
Tocqueville Asset Management L.p.
|
|
|
|
|
|
Sawgrass Asset Management Llc
|
|
|
|
|
|
PXWGX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG Beta Quality Fund Investor Class
|
|
|
|
|
|
Main Street Group, LTD
|
|
|
|
|
|
MBL Wealth, LLC
|
|
|
|
|
|
Brendel Financial Advisors LLC
|
|
|
|
|
|
Holderness Investments Co
|
|
|
|
|
|
Covenant Asset Management, LLC
|
|
|
|
|
|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
|
|
|
|
|
Markel Corp
|
|
|
|
|
|
Union Savings Bank
|
|
|
|
|
|
ANEFX - NEW ECONOMY FUND - NEW ECONOMY FUND Class A
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
Boston Trust Walden Corp
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
Value Partners Investments Inc.
|
|
|
|
|
|
Laffer Investments
|
|
|
|
|
|
Tanglewood Legacy Advisors, LLC
|
|
|
|
|
|
POPFX - Managed Portfolio Series - Prospector Opportunity Fund
|
|
|
|
|
|
Meitav Dash Investments Ltd
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
SNPG - DBX ETF TRUST - Xtrackers S&P 500 Growth ESG ETF
|
|
|
|
|
|
GSB Wealth Management, LLC
|
|
|
|
|
|
Enterprise Bank & Trust Co
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Global Equity Series Initial Class
|
|
|
|
|
|
S&t Bank/pa
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
Indiana Trust & Investment Management CO
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
|
|
|
|
|
|
BRWIX - AMG Funds I - AMG Managers Brandywine Fund Class I
|
|
|
|
|
|
Shakespeare Wealth Management, Inc.
|
|
|
|
|
|
Harold Davidson & Associates Inc.
|
|
|
|
|
|
TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF
|
|
|
|
|
|
CHURCHILL MANAGEMENT Corp
|
|
|
|
|
|
Heritage Investment Group, Inc.
|
|
|
|
|
|
M&G Plc
|
|
|
|
|
|
Sofos Investments, Inc.
|
|
|
|
|
|
Mather Group, Llc.
|
|
|
|
|
|
Northstar Asset Management Llc
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
|
|
|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
|
Great Valley Advisor Group, Inc.
|
|
|
|
|
|
Sky-mountain Capital Management, Inc.
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
Northeast Financial Consultants Inc
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
JTC Employer Solutions Trusteee Ltd
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
Checchi Capital Advisers, LLC
|
|
|
|
|
|
SHRT - Tidal ETF Trust - Gotham Short Strategies ETF
|
|
|
|
|
|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Westside Investment Management, Inc.
|
|
|
|
|
|
Dai-Ichi Life Insurance Company, Ltd
|
|
|
|
|
|
NorthCrest Asset Manangement, LLC
|
|
|
|
|
|
Graham Capital Management, L.P.
|
|
|
|
|
|
HELO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF
|
|
|
|
|
|
Campbell Newman Asset Management Inc
|
|
|
|
|
|
FineMark National Bank & Trust
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
Frank, Rimerman Advisors LLC
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
|
|
|
|
Premier Path Wealth Partners, LLC
|
|
|
|
|
|
Valley National Advisers Inc
|
|
|
|
|
|
Financial Network Wealth Management LLC
|
|
|
|
|
|
Crestwood Advisors Group LLC
|
|
|
|
|
|
IMA Wealth, Inc.
|
|
|
|
|
|
Commerzbank Aktiengesellschaft /fi
|
|
|
|
|
|
Bank of New Hampshire
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
Gamco Investors, Inc. Et Al
|
|
|
|
|
|
ICW Investment Advisors LLC
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
|
|
|
|
|
|
Plancorp, LLC
|
|
|
|
|
|
Ellevest, Inc.
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
Change Path, LLC
|
|
|
|
|
|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
|
|
|
|
|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
|
|
|
|
Delta Capital Management Llc
|
|
|
|
|
|
Becker Capital Management Inc
|
|
|
|
|
|
Cardinal Capital Management, Inc.
|
|
|
|
|
|
Godshalk Welsh Capital Management, Inc.
|
|
|
|
|
|
Hartline Investment Corp/
|
|
|
|
|
|
Trust Co Of Toledo Na /oh/
|
|
|
|
|
|
Catalytic Wealth RIA, LLC
|
|
|
|
|
|
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A
|
|
|
|
|
|
JACDX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Global Environmental Opportunities Fund Class R6
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
Liberty Wealth Management Llc
|
|
|
|
|
|
Hummer Financial Advisory Services Inc
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund
|
|
|
|
|
|
Fiera Capital Corp
|
|
|
|
|
|
Mairs & Power Inc
|
|
|
|
|
|
Prudential Plc
|
|
|
|
|
|
Home Federal Bank Of Tennessee
|
|
|
|
|
|
Navellier & Associates Inc
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
Krs Capital Management, Llc
|
|
|
|
|
|
Bath Savings Trust Co
|
|
|
|
|
|
Cornerstone Strategic Value Fund Inc
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
Northeast Investment Management
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
EXI - iSHARES TRUST - iShares Global Industrials ETF
|
|
|
|
|
|
Townsquare Capital Llc
|
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Citadel Advisors Llc
|
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Atwood & Palmer Inc
|
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Brown, Lisle/cummings, Inc.
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Pinnacle Financial Partners Inc
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Garrison Point Advisors, Llc
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Columbia Asset Management
|
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Jacobs & Co/ca
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Lipe & Dalton
|
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|
Cambridge Investment Research Advisors, Inc.
|
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|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
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|
LPL Financial LLC
|
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|
Resources Management Corp /ct/ /adv
|
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GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
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|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
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|
Hartford Financial Management 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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|
FCUPX - MAINSTAY FUNDS TRUST - MainStay PineStone U.S. Equity Fund Class P
|
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|
PYVLX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Equity Income Fund (Investor Class)
|
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|
Aaron Wealth Advisors LLC
|
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|
Murphy & Mullick Capital Management Corp
|
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|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
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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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|
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|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
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Perigon Wealth Management, LLC
|
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|
Groesbeck Investment Management Corp /nj/
|
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Hartland & Co., LLC
|
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DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
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Two Sigma Advisers, Lp
|
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Coastal Bridge Advisors, LLC
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Manning & Napier Advisors Llc
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Versor Investments LP
|
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Ted Buchan & Co
|
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Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
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DeDora Capital, Inc.
|
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DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares
|
|
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|
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|
FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund
|
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|
MML SERIES INVESTMENT FUND - MML Global Fund Class I
|
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|
First Foundation Advisors
|
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Rossmore Private Capital
|
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Woodline Partners LP
|
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USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
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|
Sagefield Capital LP
|
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Atria Wealth Solutions, Inc.
|
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|
Beck Mack & Oliver Llc
|
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|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
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|
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|
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
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|
Dfa Investment Trust Co - The U.s. Large Cap Value Series
|
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Sequoia Financial Advisors, LLC
|
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Ascent Group, LLC
|
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EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
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BCAMX - PROFESSIONALLY MANAGED PORTFOLIOS - Boston Common ESG Impact U.S. Equity Fund Boston Common ESG Impact U.S. Equity
|
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Fidelis Capital Partners, LLC
|
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TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A
|
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MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
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|
CHICAGO TRUST Co NA
|
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Canton Hathaway, LLC
|
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GGCAX - Gamco Growth Fund - The Gamco Growth Fund Class A
|
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|
Beacon Capital Management, LLC
|
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Koshinski Asset Management, Inc.
|
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VSM Wealth Advisory, LLC
|
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|
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|
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
|
|
|
|
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GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
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|
Trust Co Of Vermont
|
|
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|
Raiffeisen Bank International AG
|
|
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|
Synovus Financial Corp
|
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Institute for Wealth Management, LLC.
|
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|
Ransom Advisory, Ltd
|
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|
Stephenson National Bank & Trust
|
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Orion Capital Management LLC
|
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Fulcrum Asset Management LLP
|
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|
Pring Turner Capital Group Inc
|
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|
Hsbc Holdings Plc
|
|
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|
Cornerstone Wealth Management, LLC
|
|
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|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
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|
Reynders McVeigh Capital Management, LLC
|
|
|
|
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|
Boltwood Capital Management
|
|
|
|
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|
Opal Wealth Advisors, LLC
|
|
|
|
|
|
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
BASG - Advisors' Inner Circle Fund III - BROWN ADVISORY SUSTAINABLE GROWTH ETF
|
|
|
|
|
|
CAIBX - CAPITAL INCOME BUILDER - CAPITAL INCOME BUILDER Class A
|
|
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|
Harel Insurance Investments & Financial Services Ltd.
|
|
|
|
|
|
Albion Financial Group /ut
|
|
|
|
|
|
GFG Capital, LLC
|
|
|
|
|
|
Rexford Capital Inc
|
|
|
|
|
|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
Shelton Capital Management
|
|
|
|
|
|
Citizens Financial Group Inc/ri
|
|
|
|
|
|
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
Holos Integrated Wealth LLC
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - New World Fund Class 1
|
|
|
|
|
|
Forsta Ap-fonden
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
Rakuten Securities, Inc.
|
|
|
|
|
|
MEMBERS Trust Co
|
|
|
|
|
|
VCAAX - VALIC Co I - Asset Allocation Fund
|
|
|
|
|
|
Advisory Alpha, LLC
|
|
|
|
|
|
Ckw Financial Group
|
|
|
|
|
|
Brighthouse Funds Trust I - Victory Sycamore Mid Cap Value Portfolio Class A
|
|
|
|
|
|
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
|
|
|
|
|
|
Tiaa Trust, National Association
|
|
|
|
|
|
Hilltop Holdings Inc.
|
|
|
|
|
|
Courier Capital Llc
|
|
|
|
|
|
FCGPX - MAINSTAY FUNDS TRUST - MainStay PineStone Global Equity Fund Class P
|
|
|
|
|
|
Public Sector Pension Investment Board
|
|
|
|
|
|
Metis Global Partners, LLC
|
|
|
|
|
|
IFG Advisory, LLC
|
|
|
|
|
|
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
|
|
|
|
|
Quent Capital, LLC
|
|
|
|
|
|
Tiemann Investment Advisors, Llc
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
Baker Chad R
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
Capital Investment Counsel, Inc
|
|
|
|
|
|
Dodge & Cox
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
WASAX - IVY FUNDS - Ivy Asset Strategy Fund Class A
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
Principle Wealth Partners Llc
|
|
|
|
|
|
Retirement Planning Co of New England, Inc.
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
Milestone Asset Management Group, LLC
|
|
|
|
|
|
Cape Investment Advisory, Inc.
|
|
|
|
|
|
Webster Bank, N. A.
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
First Hawaiian Bank
|
|
|
|
|
|
Ironwood Investment Counsel, LLC
|
|
|
|
|
|
CGUS - Capital Group Core Equity ETF - Capital Group Core Equity ETF Share Class
|
|
|
|
|
|
Grantham, Mayo, Van Otterloo & Co. LLC
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
Quantessence Capital LLC
|
|
|
|
|
|
East Coast Asset Management, LLC.
|
|
|
|
|
|
Daiwa Securities Group Inc.
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Griffin Asset Management, Inc.
|
|
|
|
|
|
Marathon Capital Management
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
Personal Cfo Solutions, Llc
|
|
|
|
|
|
Evoke Wealth, Llc
|
|
|
|
|
|
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
|
|
|
|
|
Cypress Capital Management LLC (WY)
|
|
|
|
|
|
Excalibur Management Corp
|
|
|
|
|
|
Fire Capital Management LLC
|
|
|
|
|
|
TD Capital Management LLC
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
|
|
|
|
|
Impax Asset Management Group plc
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF
|
|
|
|
|
|
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6
|
|
|
|
|
|
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
Aurora Investment Counsel
|
|
|
|
|
|
Country Trust Bank
|
|
|
|
|
|
Arlington Trust Co LLC
|
|
|
|
|
|
Quest Partners LLC
|
|
|
|
|
|
SPYG - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Growth ETF
|
|
|
|
|
|
Hohimer Wealth Management, Llc
|
|
|
|
|
|
BKM Wealth Management, LLC
|
|
|
|
|
|
Empirical Finance, LLC
|
|
|
|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
|
|
|
|
Mutual Of America Capital Management Llc
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
TCG Advisory Services, LLC
|
|
|
|
|
|
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
|
|
|
|
|
Eaton Vance Tax-managed Global Diversified Equity Income Fund
|
|
|
|
|
|
Welch Group, LLC
|
|
|
|
|
|
Integrity Alliance, Llc.
|
|
|
|
|
|
Foundations Investment Advisors, LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
|
|
|
|
|
Americana Partners, LLC
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
Romano Brothers And Company
|
|
|
|
|
|
Close Asset Management Ltd
|
|
|
|
|
|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
|
|
|
|
Capital International Investors
|
|
|
|
|
|
BlackRock Strategic Global Bond Fund, Inc. - BlackRock Strategic Global Bond Fund, Inc. Investor A
|
|
|
|
|
|
REAP Financial Group, LLC
|
|
|
|
|
|
Burling Wealth Partners, Llc
|
|
|
|
|
|
Swedbank AB
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
BVEFX - PROFESSIONALLY MANAGED PORTFOLIOS - Becker Value Equity Fund Retail Class
|
|
|
|
|
|
Fieldview Capital Management, LLC
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
|
|
|
|
|
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
|
|
|
|
|
|
VCULX - VALIC Co I - Growth Fund
|
|
|
|
|
|
Capital International Ltd /ca/
|
|
|
|
|
|
Monetary Management Group Inc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A)
|
|
|
|
|
|
Sentry LLC
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
Fairman Group, LLC
|
|
|
|
|
|
M. Kraus & Co
|
|
|
|
|
|
Wellington Shields & Co., LLC
|
|
|
|
|
|
North Ridge Wealth Advisors, Inc.
|
|
|
|
|
|
Mesirow Financial Investment Management, Inc.
|
|
|
|
|
|
J.P. Marvel Investment Advisors, LLC
|
|
|
|
|
|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
|
|
|
|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
|
|
|
|
JDESX - JPMorgan Trust I - JPMorgan U.S. Research Enhanced Equity Fund Class I
|
|
|
|
|
|
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
|
|
|
|
|
AA Financial Advisors, LLC
|
|
|
|
|
|
New England Capital Financial Advisors LLC
|
|
|
|
|
|
Prostatis Group LLC
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
MWEFX - MFS SERIES TRUST VI - MFS Global Equity Fund A
|
|
|
|
|
|
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF
|
|
|
|
|
|
Wahed Invest LLC
|
|
|
|
|
|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
|
|
|
|
Tyche Wealth Partners LLC
|
|
|
|
|
|
Cardinal Point Capital Management, ULC
|
|
|
|
|
|
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Global Responsibility Equity Fund Class A
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
MBOX - Alpha Architect ETF Trust - Freedom Day Dividend ETF
|
|
|
|
|
|
Capital City Trust Co/fl
|
|
|
|
|
|
PKS Advisory Services, LLC
|
|
|
|
|
|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
|
|
|
|
|
IFM Investors Pty Ltd
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
Aries Wealth Management
|
|
|
|
|
|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
MAIPX - FORUM FUNDS - MAI Managed Volatility Fund Institutional
|
|
|
|
|
|
Raub Brock Capital Management LP
|
|
|
|
|
|
Toth Financial Advisory Corp
|
|
|
|
|
|
Oakworth Capital, Inc.
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
|
|
|
|
|
SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
|
|
|
|
|
Daymark Wealth Partners, Llc
|
|
|
|
|
|
GLOBALT Investments LLC / GA
|
|
|
|
|
|
Artisan Partners Limited Partnership
|
|
|
|
|
|
YHB Investment Advisors, Inc.
|
|
|
|
|
|
First United Bank Trust/
|
|
|
|
|
|
Spdr S&p 500 Etf Trust
|
|
|
|
|
|
Zrc Wealth Management, Llc
|
|
|
|
|
|
VNEYX - Advisors' Inner Circle Fund II - Vontobel Global Environmental Change Fund Y Shares
|
|
|
|
|
|
Flagship Harbor Advisors, Llc
|
|
|
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|
Rossby Financial, LCC
|
|
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|
|
Graney & King, LLC
|
|
|
|
|
|
CALVERT VARIABLE SERIES INC - Calvert VP SRI Balanced Portfolio Class I
|
|
|
|
|
|
Wedmont Private Capital
|
|
|
|
|
|
Pointe Capital Management LLC
|
|
|
|
|
|
SPUS - Tidal ETF Trust - SP Funds S&P 500 Sharia Industry Exclusions ETF
|
|
|
|
|
|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
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|
|
|
|
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
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|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
Modera Wealth Management, LLC
|
|
|
|
|
|
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
|
|
|
|
|
|
Evanson Asset Management, LLC
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
|
|
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|
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A
|
|
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|
Embree Financial Group
|
|
|
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|
Standard Life Aberdeen plc
|
|
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|
|
VPCCX - VANGUARD FENWAY FUNDS - Vanguard PRIMECAP Core Fund Investor Shares
|
|
|
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
|
|
|
|
|
Interchange Capital Partners, LLC
|
|
|
|
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|
One Wealth Advisors, LLC
|
|
|
|
|
|
IVINX - IVY FUNDS - Ivy Global Growth Fund Class A
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
Red Door Wealth Management, LLC
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
Philadelphia Trust Co
|
|
|
|
|
|
EMAAX - Gabelli 787 Fund, Inc. - Enterprise Mergers and Acquisitions Fund Class A
|
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|
|
|
|
Ritholtz Wealth Management
|
|
|
|
|
|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
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|
Brookfield Real Assets Income Fund Inc.
|
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|
|
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|
Pitcairn Co
|
|
|
|
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|
L2 Asset Management, LLC
|
|
|
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|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
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|
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|
SIR Capital Management, L.P.
|
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|
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|
AllSquare Wealth Management LLC
|
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|
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VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
|
|
|
|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
|
|
|
|
Armstrong, Fleming & Moore, Inc
|
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|
SBI Securities Co., Ltd.
|
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Venturi Wealth Management, LLC
|
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Harbor Investment Advisory, Llc
|
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FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
|
|
|
|
|
Hager Investment Management Services, Llc
|
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|
Liberty Capital Management, Inc.
|
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BlackRock ESG Capital Allocation Trust
|
|
|
|
|
|
STRV - EA Series Trust - Strive 500 ETF
|
|
|
|
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|
Sagespring Wealth Partners, Llc
|
|
|
|
|
|
Wilson & Boucher Capital Management, LLC
|
|
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|
|
|
Ferguson Wellman Capital Management, Inc
|
|
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|
Country Club Bank /gfn
|
|
|
|
|
|
Eaton Vance Enhanced Equity Income Fund
|
|
|
|
|
|
DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
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|
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|
Simmons Bank
|
|
|
|
|
|
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF
|
|
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|
Ostrum Asset Management
|
|
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|
|
Hollencrest Capital Management
|
|
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|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
|
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|
|
|
JHQAX - JPMorgan Trust I - JPMorgan Hedged Equity Fund Class A
|
|
|
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|
|
Paradigm Asset Management Co Llc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Oppenheimer Main Street Large Cap Portfolio Class 1
|
|
|
|
|
|
Systematic Financial Management Lp
|
|
|
|
|
|
TRFK - Pacer Funds Trust - Pacer Data and Digital Revolution ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
|
|
|
IRVIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Value Index Portfolio Class I
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
McElhenny Sheffield Capital Management, LLC
|
|
|
|
|
|
WASHINGTON TRUST Co
|
|
|
|
|
|
Gilman Hill Asset Management, LLC
|
|
|
|
|
|
LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF
|
|
|
|
|
|
Kraematon Investment Advisors, Inc
|
|
|
|
|
|
Duncker Streett & Co Inc
|
|
|
|
|
|
NALFX - New Alternatives Fund - New Alternatives Fund Class A Shares
|
|
|
|
|
|
IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A
|
|
|
|
|
|
Cidel Asset Management Inc
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
|
|
|
|
|
|
USRD - Themes ETF Trust - Themes US R&D Champions ETF
|
|
|
|
|
|
Miller Investment Management, LP
|
|
|
|
|
|
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
CBIZ Investment Advisory Services, LLC
|
|
|
|
|
|
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
|
|
|
|
|
|
Angeles Wealth Management, Llc
|
|
|
|
|
|
Sciencast Management LP
|
|
|
|
|
|
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
|
|
|
|
|
Bridgewater Associates, LP
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
West Branch Capital LLC
|
|
|
|
|
|
Capital Group Private Client Services, Inc.
|
|
|
|
|
|
Wsfs Capital Management, Llc
|
|
|
|
|
|
MTM Investment Management, LLC
|
|
|
|
|
|
Fiduciary Management Inc /wi/
|
|
|
|
|
|
Westpac Banking Corp
|
|
|
|
|
|
Boston Private Wealth Llc
|
|
|
|
|
|
Silvercrest Asset Management Group Llc
|
|
|
|
|
|
Dynamic Advisor Solutions LLC
|
|
|
|
|
|
Richard Bernstein Advisors LLC
|
|
|
|
|
|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
Estabrook Capital Management
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
BAFE - Advisors' Inner Circle Fund III - Brown Advisory Flexible Equity ETF
|
|
|
|
|
|
Grimes & Company, Inc.
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
Kanawha Capital Management Llc
|
|
|
|
|
|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
|
|
|
|
|
Kovack Advisors, Inc.
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
Lansforsakringar Fondforvaltning AB (publ)
|
|
|
|
|
|
Waterford Advisors, LLC
|
|
|
|
|
|
Scarborough Advisors, LLC
|
|
|
|
|
|
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
|
|
|
|
|
|
Two Roads Shared Trust - LeaderSharesTM AlphaFactor(R) US Core Equity ETF
|
|
|
|
|
|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
|
|
|
|
Kentucky Trust Co
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
Rockland Trust Co
|
|
|
|
|
|
Inlight Wealth Management, LLC
|
|
|
|
|
|
Seacrest Wealth Management, Llc
|
|
|
|
|
|
Pinnacle Bancorp, Inc.
|
|
|
|
|
|
GRSIX - Brookfield Investment Funds - BROOKFIELD GLOBAL RENEWABLES & SUSTAINABLE INFRASTRUCTURE FUND Class I
|
|
|
|
|
|
TFAFX - Tactical Investment Series Trust - Tactical Growth Allocation Fund Class I
|
|
|
|
|
|
Grandfield & Dodd, Llc
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
United Community Bank
|
|
|
|
|
|
Ofi Invest Asset Management
|
|
|
|
|
|
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
|
|
|
|
|
Hilltop National Bank
|
|
|
|
|
|
RULE - Collaborative Investment Series Trust - Adaptive Core ETF
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Value
|
|
|
|
|
|
AIA Group Ltd
|
|
|
|
|
|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
|
|
|
|
|
PENN SERIES FUNDS INC - Index 500 Fund
|
|
|
|
|
|
Profunds - Profund Vp Industrials
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
|
|
|
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III
|
|
|
|
|
|
Arrow Financial Corp
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
Engineers Gate Manager LP
|
|
|
|
|
|
CGGR - Capital Group Growth ETF - Capital Group Growth ETF Share Class
|
|
|
|
|
|
Gabelli Equity Trust Inc
|
|
|
|
|
|
FSA Wealth Management LLC
|
|
|
|
|
|
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class
|
|
|
|
|
|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
|
|
|
|
Naples Global Advisors, Llc
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
|
|
|
|
|
|
ALTEX - FIRSTHAND FUNDS - Firsthand Alternative Energy Fund
|
|
|
|
|
|
Midwest Trust Co
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
Stratos Wealth Advisors, LLC
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
National Pension Service
|
|
|
|
|
|
Redwood Park Advisors LLC
|
|
|
|
|
|
VVJEX - Voya EQUITY TRUST - Voya VACS Series MCV Fund
|
|
|
|
|
|
VINAX - VANGUARD WORLD FUND - Vanguard Industrials Index Fund Admiral Shares
|
|
|
|
|
|
Menard Financial Group LLC
|
|
|
|
|
|
NWQAX - Nuveen Investment Trust V - Nuveen NWQ Flexible Income Fund Class A
|
|
|
|
|
|
GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco ESG S&P 500 Equal Weight ETF
|
|
|
|
|
|
Aspect Partners, LLC
|
|
|
|
|
|
Axa S.a.
|
|
|
|
|
|
Winnow Wealth Llc
|
|
|
|
|
|
Shell Asset Management Co
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
Heritage Wealth Management, Inc.
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
Gateway Investment Advisers Llc
|
|
|
|
|
|
Canoe Financial LP
|
|
|
|
|
|
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
|
|
|
|
|
|
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
|
|
|
|
|
Bahl & Gaynor Inc
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
V-Square Quantitative Management LLC
|
|
|
|
|
|
Moors & Cabot, Inc.
|
|
|
|
|
|
Wendell David Associates Inc
|
|
|
|
|
|
Capital Research Global Investors
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
First Financial Corp /in/
|
|
|
|
|
|
Syon Capital Llc
|
|
|
|
|
|
CGDG - Capital Group Dividend Growers ETF - Capital Group Dividend Growers ETF Share Class
|
|
|
|
|
|
Exencial Wealth Advisors, Llc
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Growth
|
|
|
|
|
|
Mindset Wealth Management, Llc
|
|
|
|
|
|
Moody Lynn & Lieberson, Llc
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
Raleigh Capital Management Inc.
|
|
|
|
|
|
Riverview Trust Co
|
|
|
|
|
|
CCSO - Tidal Trust II - Carbon Collective Climate Solutions U.S. Equity ETF
|
|
|
|
|
|
Sheets Smith Wealth Management
|
|
|
|
|
|
Lazard Freres Gestion S.A.S.
|
|
|
|
|
|
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
|
|
|
|
|
Headinvest, Llc
|
|
|
|
|
|
HOMZ - ETF Series Solutions - Hoya Capital Housing ETF
|
|
|
|
|
|
GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
|
|
|
|
|
Everett Harris & Co /ca/
|
|
|
|
|
|
Agf Management Ltd
|
|
|
|
|
|
Integrated Advisors Network LLC
|
|
|
|
|
|
FIDU - FIDELITY COVINGTON TRUST - Fidelity MSCI Industrials Index ETF
|
|
|
|
|
|
Costello Asset Management, INC
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
|
|
|
|
|
|
Bellevue Asset Management, Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
|
|
|
|
Concentric Capital Strategies, LP
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
West Oak Capital, LLC
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
Generali Asset Management SPA SGR
|
|
|
|
|
|
FDMO - FIDELITY COVINGTON TRUST - Fidelity Momentum Factor ETF
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
Parallax Volatility Advisers, L.P.
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
Money Concepts Capital Corp
|
|
|
|
|
|
Cary Street Partner Investment Advisory Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB
|
|
|
|
|
|
Williams Jones Wealth Management, LLC.
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
LGT Financial Advisors LLC
|
|
|
|
|
|
Horan Securities, Inc.
|
|
|
|
|
|
Logan Capital Management Inc
|
|
|
|
|
|
Breakwater Capital Group
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
Garde Capital, Inc.
|
|
|
|
|
|
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
|
|
|
|
|
|
Legend Financial Advisors, Inc.
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
Capital Management Corp /va
|
|
|
|
|
|
Virtue Capital Management, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
|
|
|
|
|
RFG Advisory, LLC
|
|
|
|
|
|
Barden Capital Management, Inc.
|
|
|
|
|
|
Meyer Handelman Co
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
Two Sigma Securities, Llc
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Miracle Mile Advisors, LLC
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CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
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|
New York Life Investment Management Llc
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Telos Capital Management, Inc.
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EBI - RBB Fund Trust - Longview Advantage ETF
|
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Assetmark, Inc
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TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
|
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|
Capstone Investment Advisors, Llc
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|
Public Employees Retirement Association Of Colorado
|
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SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
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|
AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A
|
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City State Bank
|
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Mfg Wealth Management, Inc.
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Kingsview Wealth Management, LLC
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Exchange Traded Concepts, Llc
|
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|
Phillips Wealth Planners LLC
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|
First Command Advisory Services, Inc.
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Broderick Brian C
|
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AlTi Global, Inc.
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Jnl Series Trust - Jnl/franklin Templeton Mutual Shares Fund (a)
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|
EDIAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Global Income Builder Fund Class A
|
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|
Harwood Advisory Group, LLC
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Cromwell Holdings LLC
|
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Kerntke Otto McGlone Wealth Management Group
|
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|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
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|
PFG Advisors
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D.a. Davidson & Co.
|
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Nia Impact Advisors, Llc
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HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
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American Century Companies Inc
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Vestor Capital, Llc
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Wiley Bros.-aintree Capital, Llc
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Old Point Trust & Financial Services N A
|
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Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
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HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
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PFG Investments, LLC
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Robinson Smith Wealth Advisors Llc
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iA Global Asset Management Inc.
|
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Golden State Wealth Management, LLC
|
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PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
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Ar Asset Management Inc
|
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Cubist Systematic Strategies, LLC
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YANKCOM Partnership
|
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Stock Portfolio - Stock Portfolio
|
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ARTRX - ARTISAN PARTNERS FUNDS INC - Artisan Global Opportunities Fund Investor Shares
|
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CPA Asset Management LLC
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PrairieView Partners, LLC
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TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
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SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
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GGEFX - VALUED ADVISERS TRUST - Summitry Equity Fund
|
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Schechter Investment Advisors, LLC
|
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Mowery & Schoenfeld Wealth Management, LLC
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CUSEX - Capital Group U.S. Equity Fund - Capital Group U.S. Equity Fund Share class
|
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Schroder Investment Management Group
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Supplemental Annuity Collective Trust of NJ
|
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BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
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NULC - Nushares ETF Trust - Nuveen ESG Large-Cap ETF
|
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Prospera Financial Services Inc
|
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JAVA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF
|
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PGRNX - PAX WORLD FUNDS SERIES TRUST I - Pax Global Environmental Markets Fund Investor Class
|
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Dynamic Technology Lab Private Ltd
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Howland Capital Management Llc
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Salomon & Ludwin, LLC
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APG Asset Management N.V.
|
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Capital International Sarl
|
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EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
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Man Group plc
|
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McIlrath & Eck, LLC
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POGRX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Growth Fund
|
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Atticus Wealth Management, Llc
|
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Parsons Capital Management Inc/ri
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VGIIX - JPMorgan Trust I - JPMorgan Growth and Income Fund Class I
|
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Brandywine Oak Private Wealth Llc
|
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|
Promethium Advisors,llc
|
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Wealthfront Advisers Llc
|
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|
Dunhill Financial, LLC
|
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|
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B
|
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|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
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|
Comprehensive Financial Planning, Inc./PA
|
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|
Millennium Management Llc
|
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URTH - iShares, Inc. - iShares MSCI World ETF
|
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Intelligent Financial Strategies
|
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ARUIX - Advisors' Inner Circle Fund III - ARGA VALUE FUND Institutional Shares
|
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|
Panagora Asset Management Inc
|
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|
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a)
|
|
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|
Rise Advisors, LLC
|
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|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
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|
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund
|
|
|
|
|
|
Old Second National Bank Of Aurora
|
|
|
|
|
|
JNL SERIES TRUST - JNL/JPMorgan Hedged Equity Fund (A)
|
|
|
|
|
|
Eaton Vance Tax Advantaged Global Dividend Income Fund
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1
|
|
|
|
|
|
Wescott Financial Advisory Group, LLC
|
|
|
|
|
|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
|
|
|
|
Great Lakes Advisors, Llc
|
|
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|
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|
Massmutual Trust Co Fsb/adv
|
|
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|
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|
Wellington Shields Capital Management, LLC
|
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|
Clifford Swan Investment Counsel Llc
|
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|
Avanza Fonder AB
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
Iron Horse Wealth Management, LLC
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
Vestmark Advisory Solutions, Inc.
|
|
|
|
|
|
TOWER TRUST & INVESTMENT Co
|
|
|
|
|
|
Fiduciary Group LLC
|
|
|
|
|
|
Northwest Bancshares, Inc.
|
|
|
|
|
|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
|
|
|
|
|
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
|
|
|
|
|
Mystic Asset Management, Inc.
|
|
|
|
|
|
STXG - EA Series Trust - Strive 1000 Growth ETF
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
Fruth Investment Management
|
|
|
|
|
|
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
|
|
|
|
|
Ausdal Financial Partners, Inc.
|
|
|
|
|
|
Wealthspire Advisors, LLC
|
|
|
|
|
|
FASEX - NUVEEN INVESTMENT FUNDS INC - Nuveen Mid Cap Value Fund Class A
|
|
|
|
|
|
Adalta Capital Management LLC
|
|
|
|
|
|
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A
|
|
|
|
|
|
Breed's Hill Capital LLC
|
|
|
|
|
|
One Charles Private Wealth Services, LLC
|
|
|
|
|
|
Dogwood Wealth Management LLC
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
Cheviot Value Management, LLC
|
|
|
|
|
|
PDP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Momentum ETF
|
|
|
|
|
|
Centaurus Financial, Inc.
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
Soltis Investment Advisors LLC
|
|
|
|
|
|
Quantum Private Wealth, LLC
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
Redmont Wealth Advisors Llc
|
|
|
|
|
|
Tower View Investment Management & Research LLC
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
Welch & Forbes Llc
|
|
|
|
|
|
STXV - EA Series Trust - Strive 1000 Value ETF
|
|
|
|
|
|
Red Tortoise LLC
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
Morton Brown Family Wealth, LLC
|
|
|
|
|
|
Fourth Dimension Wealth, LLC
|
|
|
|
|
|
Profunds - Profund Vp Ultrabull
|
|
|
|
|
|
FMIGX - FMI FUNDS INC - FMI Global Fund Institutional Class
|
|
|
|
|
|
Kentucky Retirement Systems
|
|
|
|
|
|
Moody National Bank Trust Division
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
|
|
Tokio Marine Asset Management Co Ltd
|
|
|
|
|
|
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
|
|
|
|
|
Cambridge Advisors Inc.
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
Mitchell & Pahl Private Wealth, Llc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
|
|
|
|
Essex Financial Services, Inc.
|
|
|
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
|
|
|
|
|
FTA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Value AlphaDEX Fund
|
|
|
|
|
|
Court Place Advisors, LLC
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
|
|
|
|
|
|
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
|
|
|
|
|
|
Relyea Zuckerberg Hanson LLC
|
|
|
|
|
|
Clear Street Markets Llc
|
|
|
|
|
|
Professional Advisory Services Inc
|
|
|
|
|
|
W.G. Shaheen & Associates DBA Whitney & Co
|
|
|
|
|
|
Founders Financial Securities Llc
|
|
|
|
|
|
Addison Advisors LLC
|
|
|
|
|
|
Maseco Llp
|
|
|
|
|
|
First Citizens Bank & Trust Co
|
|
|
|
|
|
Canandaigua National Bank & Trust Co
|
|
|
|
|
|
BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES
|
|
|
|
|
|
JB Capital LLC
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I
|
|
|
|
|
|
Enterprise Financial Services Corp
|
|
|
|
|
|
Korea Investment CORP
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
Capital Group Investment Management Pte. Ltd.
|
|
|
|
|
|
CHGX - Investment Managers Series Trust II - AXS Change Finance ESG ETF
|
|
|
|
|
|
Fortune Financial Advisors, LLC
|
|
|
|
|
|
Evelyn Partners Investment Management LLP
|
|
|
|
|
|
Siemens Fonds Invest GmbH
|
|
|
|
|
|
Elo Mutual Pension Insurance Co
|
|
|
|
|
|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
|
|
|
|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
|
|
|
|
|
Sage Mountain Advisors LLC
|
|
|
|
|
|
Strengthening Families & Communities, LLC
|
|
|
|
|
|
SSPX - Janus Detroit Street Trust - Janus Henderson U.S. Sustainable Equity ETF
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial
|
|
|
|
|
|
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
|
|
|
|
|
Abn Amro Investment Solutions
|
|
|
|
|
|
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
|
|
|
|
|
|
Benedict Financial Advisors Inc
|
|
|
|
|
|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
Meeder Asset Management Inc
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
|
|
|
|
Cornerstone Wealth Group, LLC
|
|
|
|
|
|
Heritage Wealth Advisors
|
|
|
|
|
|
First Western Trust Bank
|
|
|
|
|
|
GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional
|
|
|
|
|
|
Summitry Llc
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
Savvy Advisors, Inc.
|
|
|
|
|
|
Douglass Winthrop Advisors, LLC
|
|
|
|
|
|
Banco Santander, S.A.
|
|
|
|
|
|
Axq Capital, Lp
|
|
|
|
|
|
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A
|
|
|
|
|
|
Poehling Capital Management, LLC
|
|
|
|
|
|
Nicolet Bankshares Inc
|
|
|
|
|
|
Navigoe, LLC
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
|
|
|
Old National Bancorp /in/
|
|
|
|
|
|
FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
Multi-strategy Growth & Income Fund
|
|
|
|
|
|
Conning Inc.
|
|
|
|
|
|
Busey Wealth Management
|
|
|
|
|
|
Osborne Partners Capital Management, Llc
|
|
|
|
|
|
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3
|
|
|
|
|
|
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
|
|
|
|
|
Oppenheimer Asset Management Inc.
|
|
|
|
|
|
First PREMIER Bank
|
|
|
|
|
|
Transcend Wealth Collective, Llc
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
|
|
|
|
|
NewEdge Wealth, LLC
|
|
|
|
|
|
Tcw Group Inc
|
|
|
|
|
|
Oakmont Corp
|
|
|
|
|
|
VHCOX - VANGUARD HORIZON FUNDS - Vanguard Capital Opportunity Fund Investor Shares
|
|
|
|
|
|
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund
|
|
|
|
|
|
Strategic Advisors LLC
|
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
|
|
Foster Dykema Cabot & Partners, Llc
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A
|
|
|
|
|
|
Gallagher Fiduciary Advisors, LLC
|
|
|
|
|
|
Delta Asset Management Llc/tn
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IB
|
|
|
|
|
|
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class
|
|
|
|
|
|
Valmark Advisers, Inc.
|
|
|
|
|
|
Ag2r La Mondiale Gestion D'actifs
|
|
|
|
|
|
CFO4Life Group, LLC
|
|
|
|
|
|
WPGHX - RBB FUND, INC. - WPG Partners Select Hedged Fund Institutional
|
|
|
|
|
|
Glass Jacobson Investment Advisors llc
|
|
|
|
|
|
Sapient Capital Llc
|
|
|
|
|
|
TLGWX - TIAA-CREF LIFE FUNDS - Growth & Income Fund
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
Ntv Asset Management Llc
|
|
|
|
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TruNorth Capital Management, LLC
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Traub Capital Management LLC
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Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
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EP Wealth Advisors, Inc.
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|
Bangor Savings Bank
|
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|
DRW Securities, LLC
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|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
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Wingate Wealth Advisors, Inc.
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Bleichroeder LP
|
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DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
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|
Lakewood Asset Management LLC
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Cobblestone Capital Advisors Llc /ny/
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Avantax Advisory Services, Inc.
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PWS - Pacer Funds Trust - Pacer WealthShield ETF
|
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|
Richardson Capital Management LLC
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Nvwm, Llc
|
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GMOV - 2023 ETF Series Trust II - GMO U.S. Value ETF
|
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Archer Investment Corp
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Formidable Asset Management, LLC
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Advisory Services Network, LLC
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Highland Capital Management, Llc
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VMVIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Value Index Fund Investor Shares
|
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Belpointe Asset Management LLC
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DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
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International Assets Investment Management, Llc
|
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Cohen Capital Management, Inc.
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XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
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MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
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Field & Main Bank
|
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Accurate Wealth Management, LLC
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Walleye Trading LLC
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Newman Dignan & Sheerar, Inc.
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RSPN - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Industrials ETF
|
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Azzad Asset Management Inc /adv
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Puzo Michael J
|
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Providence Capital Advisors, LLC
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Rialto Wealth Management, LLC
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Deseret Mutual Benefit Administrators
|
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OneAscent Financial Services LLC
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Thurston, Springer, Miller, Herd & Titak, Inc.
|
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Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
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Canada Pension Plan Investment Board
|
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|
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TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
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NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
|
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Avantax Planning Partners, Inc.
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AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
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Ridgewood Investments LLC
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Cornerstone Total Return Fund Inc
|
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QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
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|
Sound View Wealth Advisors Group, LLC
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Carter Financial Group, INC.
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ACVF - ETF Opportunities Trust - American Conservative Values ETF
|
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HighTower Advisors, LLC
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Brevan Howard Capital Management LP
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PDS Planning, Inc
|
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Smithfield Trust Co
|
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|
Accredited Wealth Management, LLC
|
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|
State of Wyoming
|
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NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
|
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RGLGX - American Funds Global Insight Fund - American Funds Global Insight Fund Class R-6
|
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Washington Trust Advisors, Inc.
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Godsey & Gibb Associates
|
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Los Angeles Capital Management Llc
|
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Ulland Investment Advisors, LLC
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Kornitzer Capital Management Inc /ks
|
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Aull & Monroe Investment Management Corp
|
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Zions Bancorporation, National Association /ut/
|
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Ameritas Advisory Services, LLC
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Bristol Gate Capital Partners Inc.
|
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KG&L Capital Management,LLC
|
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Haverford Trust Co
|
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Sovereign Financial Group, Inc.
|
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Hudson Bay Capital Management LP
|
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XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
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|
Norges Bank
|
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|
True Wealth Design, LLC
|
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MQS Management LLC
|
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|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
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|
Pictet Asset Management Holding SA
|
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|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
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|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
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|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
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|
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|
M&t Bank Corp
|
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|
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|
|
Core Alternative Capital
|
|
|
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|
PFS Partners, LLC
|
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|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
|
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|
Whalerock Point Partners, Llc
|
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|
Police & Firemen's Retirement System of New Jersey
|
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|
Hazlett, Burt & Watson, Inc.
|
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Lombard Odier Asset Management (Switzerland) SA
|
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|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
Keel Point, LLC
|
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|
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|
Transce3nd, LLC
|
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|
SWAN Capital LLC
|
|
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|
|
SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
|
|
|
|
|
VestGen Advisors, LLC
|
|
|
|
|
|
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio
|
|
|
|
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|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
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|
General Partner, Inc.
|
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|
New Mexico Educational Retirement Board
|
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|
Stock Yards Bank & Trust Co
|
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|
Holistic Financial Partners
|
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|
Mufg Securities Americas Inc.
|
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|
NorthRock Partners, LLC
|
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|
Bingham Private Wealth, Llc
|
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|
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|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
|
|
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
|
|
|
|
|
Nbt Bank N A /ny
|
|
|
|
|
|
Knollwood Investment Advisory, LLC
|
|
|
|
|
|
Institutional Investment Strategy Fund
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
EIVPX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Volatility Risk Premium - Defensive Fund Institutional Class
|
|
|
|
|
|
SOL Capital Management CO
|
|
|
|
|
|
SILVER OAK SECURITIES, Inc
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
Sirios Capital Management L P
|
|
|
|
|
|
USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF
|
|
|
|
|
|
LVPIX - Profunds - Large-cap Value Profund Investor Class
|
|
|
|
|
|
Sanibel Captiva Trust Company, Inc.
|
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
|
|
|
|
|
Alpine Woods Capital Investors, Llc
|
|
|
|
|
|
Zacks Trust - Zacks All-Cap Core Fund Institutional Class Shares
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
|
|
|
|
Douglas Lane & Associates, LLC
|
|
|
|
|
|
Sterling Financial Planning, Inc.
|
|
|
|
|
|
Wynn Capital, LLC
|
|
|
|
|
|
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF
|
|
|
|
|
|
Harmony Asset Management Llc
|
|
|
|
|
|
Jacobi Capital Management LLC
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
OALVX - Optimum Fund Trust - Optimum Large Cap Value Fund Class A
|
|
|
|
|
|
Accordant Advisory Group Inc
|
|
|
|
|
|
Keynote Financial Services Llc
|
|
|
|
|
|
Beaird Harris Wealth Management, LLC
|
|
|
|
|
|
GIMFX - GMO TRUST - GMO Implementation Fund
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Growth-Income Fund Class 1
|
|
|
|
|
|
Triasima Portfolio Management inc.
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
Seven Grand Managers, Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
Dakota Wealth Management
|
|
|
|
|
|
Investment Management Corp of Ontario
|
|
|
|
|
|
Cacti Asset Management Llc
|
|
|
|
|
|
Financial Gravity Companies, Inc.
|
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
|
|
|
|
|
Little House Capital Llc
|
|
|
|
|
|
BAFWX - Brown Advisory Funds - Brown Advisory Sustainable Growth Fund Institutional Shares
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
Lincoln Capital LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
Raelipskie Partnership
|
|
|
|
|
|
Venture Visionary Partners LLC
|
|
|
|
|
|
Monarch Capital Management Inc/
|
|
|
|
|
|
Cherry Tree Wealth Management, LLC
|
|
|
|
|
|
HBK Sorce Advisory LLC
|
|
|
|
|
|
JEPAX - JPMORGAN TRUST IV - JPMorgan Equity Premium Income Fund Class A
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Global Balanced Fund Class 1
|
|
|
|
|
|
Beck Capital Management, Llc
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
Bnp Paribas
|
|
|
|
|
|
Ignite Planners, LLC
|
|
|
|
|
|
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C
|
|
|
|
|
|
Texas Bank & Trust Co
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
Gabelli Global Small & Mid Cap Value Trust
|
|
|
|
|
|
Atlas Capital Advisors Llc
|
|
|
|
|
|
Steigerwald, Gordon & Koch Inc.
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
E. Ohman J:or Asset Management AB
|
|
|
|
|
|
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I
|
|
|
|
|
|
TMMAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed Managed Volatility Fund Class F
|
|
|
|
|
|
Investment Research & Advisory Group, Inc.
|
|
|
|
|
|
PRDAX - PRINCIPAL FUNDS INC - Diversified Real Asset Fund Class A
|
|
|
|
|
|
Riverview Capital Advisers, LLC
|
|
|
|
|
|
Stevens Capital Management Lp
|
|
|
|
|
|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
|
|
|
|
|
Sierra Ocean, Llc
|
|
|
|
|
|
Spirepoint Private Client, Llc
|
|
|
|
|
|
Hills Bank & Trust Co
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
Code Waechter LLC
|
|
|
|
|
|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
|
|
|
|
Resonant Capital Advisors, LLC
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1
|
|
|
|
|
|
FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio
|
|
|
|
|
|
Cibc World Markets Corp
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
Equitable Trust Co
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
|
|
|
|
|
Founders Financial Alliance, LLC
|
|
|
|
|
|
First Affirmative Financial Network
|
|
|
|
|
|
Magnetar Financial LLC
|
|
|
|
|
|
Elefante Mark B
|
|
|
|
|
|
Westhampton Capital, LLC
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
Letson Investment Management, Inc.
|
|
|
|
|
|
Meridian Management Co
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
|
|
|
|
|
|
Circle Wealth Management, LLC
|
|
|
|
|
|
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
|
|
|
|
|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
|
|
|
SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A
|
|
|
|
|
|
Glen Eagle Advisors, LLC
|
|
|
|
|
|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
|
|
|
|
|
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
|
TEMP - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Climate Change Solutions ETF
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
Retireful, LLC
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1
|
|
|
|
|
|
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
|
IVW - iSHARES TRUST - iShares S&P 500 Growth ETF
|
|
|
|
|
|
StoneX Group Inc.
|
|
|
|
|
|
Wolff Wiese Magana Llc
|
|
|
|
|
|
WoodTrust Financial Corp
|
|
|
|
|
|
Dover Advisors, Llc
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
Piscataqua Savings Bank
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1
|
|
|
|
|
|
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
Cape Cod Five Cents Savings Bank
|
|
|
|
|
|
Lee Danner & Bass Inc
|
|
|
|
|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
|
|
|
|
|
|
Joel Isaacson & Co., LLC
|
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
MML Series Investment Fund II - MML Equity Rotation Fund Class II
|
|
|
|
|
|
Varma Mutual Pension Insurance Co
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
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Principia Wealth Advisory, LLC
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Somerville Kurt F
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Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Equity Fund Class 3
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Erste Asset Management GmbH
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XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
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Comerica Bank
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ICONIQ Capital, LLC
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CVA Family Office, LLC
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Bridgewater Advisors Inc.
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Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
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Clarus Wealth Advisors
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SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
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Schonfeld Strategic Advisors LLC
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BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
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Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
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Parallel Advisors, LLC
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Paladin Advisory Group, LLC
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Nwam Llc
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FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF
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POSKX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Stock Fund
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Vega Investment Solutions
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Texas Yale Capital Corp.
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Pathstone Holdings, LLC
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NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
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Howard Capital Management Inc.
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Adviser Investments LLC
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SJS Investment Consulting Inc.
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Freedom Day Solutions, LLC
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SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
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SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
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Marco Investment Management Llc
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Center For Asset Management LLC
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Mn Services Vermogensbeheer B.V.
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Berkshire Asset Management Llc/pa
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Decker Retirement Planning Inc.
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Armstrong Advisory Group, Inc
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LSOFX - VALUED ADVISERS TRUST - LS Opportunity Fund - Institutional Class
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Rockefeller Capital Management L.P.
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