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IWL - iSHARES TRUST - iShares Russell Top 200 ETF
|
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|
Commerce Bank
|
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Elyxium Wealth, LLC
|
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EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF
|
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|
Teachers Retirement System Of The State Of Kentucky
|
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|
Generali Investments, Management Co LLC
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Nvwm, Llc
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Affinity Investment Advisors, Llc
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Bartlett & Co. Wealth Management Llc
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Bank Julius Baer & Co. Ltd, Zurich
|
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Penserra Capital Management LLC
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Westend Capital Management LLC
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Mufg Securities Americas Inc.
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Dunhill Financial, LLC
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TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R
|
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ENDW - EA Series Trust - Cambria Endowment Style ETF
|
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LRI Investments, LLC
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Impact Investors, Inc
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Kovitz Investment Group Partners, LLC
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Selway Asset Management
|
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MFEGX - MFS SERIES TRUST II - MFS Growth Fund A
|
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Kcm Investment Advisors Llc
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Sterling Investment Advisors, Ltd.
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FHEQ - Fidelity Greenwood Street Trust - Fidelity Hedged Equity ETF
|
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OneAscent Investment Solutions LLC
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IHF - iSHARES TRUST - iShares U.S. Healthcare Providers ETF
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Aprio Wealth Management, LLC
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Daymark Wealth Partners, Llc
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Legacy Financial Advisors, Inc.
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FXH - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Health Care AlphaDEX Fund
|
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Farmers & Merchants Investments Inc
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TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A
|
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Moloney Securities Asset Management, LLC
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Missouri Trust & Investment Co
|
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1 North Wealth Services Llc
|
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Valley National Advisers Inc
|
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Cim Investment Mangement Inc
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Rodgers Brothers Inc.
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Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
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Group One Trading, L.p.
|
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VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
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IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV
|
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|
Gibbs Wealth Management
|
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Gibson Wealth Advisors LLC
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Crown Wealth Group, LLC
|
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First Horizon Advisors, Inc.
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Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Core Equity Fund
|
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Redwood Park Advisors LLC
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Bahl & Gaynor Inc
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NOLVX - Northern Funds - Northern Large Cap Value Fund
|
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CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
|
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SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
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Ar Asset Management Inc
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NXTI - Simplify Exchange Traded Funds - Simplify Next Intangible Core Index ETF
|
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SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
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PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3
|
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William B. Walkup & Associates, Inc.
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National Bank Of Canada /fi/
|
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Moss Adams Wealth Advisors LLC
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Oppenheimer Asset Management Inc.
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AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A
|
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AAUTX - THRIVENT MUTUAL FUNDS - Thrivent Large Cap Value Fund Class A
|
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XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
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Evercore Wealth Management, LLC
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NOLCX - Northern Funds - Northern Large Cap Core Fund
|
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Fountainhead AM, LLC
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JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
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Hudson Valley Investment Advisors Inc /adv
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Aspiriant, Llc
|
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Essex Financial Services, Inc.
|
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EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF
|
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FSHCX - FIDELITY SELECT PORTFOLIOS - Health Care Services Portfolio
|
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DnB Asset Management AS
|
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EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
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|
Td Asset Management Inc
|
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|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
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Lombard Odier Asset Management (Switzerland) SA
|
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Bellevue Group AG
|
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|
JHTRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 3 Fund Class R6
|
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Elevation Series Trust - RiverNorth Patriot ETF
|
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|
Glenview Capital Management, Llc
|
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|
Alpine Bank Wealth Management
|
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QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF
|
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Carr Financial Group Corp
|
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Colonial Trust Co / SC
|
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First Hawaiian Bank
|
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|
New England Asset Management Inc
|
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Family Legacy, Inc.
|
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|
Hm Payson & Co
|
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|
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
|
|
|
|
|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
|
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|
Gries Financial Llc
|
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|
Fullcircle Wealth Llc
|
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|
Asset Management One Co., Ltd.
|
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|
Rational Advisors Llc
|
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|
Northeast Financial Group, Inc.
|
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|
Wealth Advisors of Tampa Bay, LLC
|
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|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
|
|
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES
|
|
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|
|
|
Banco Bilbao Vizcaya Argentaria, S.a.
|
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|
JustInvest LLC
|
|
|
|
|
|
Great West Life Assurance Co /can/
|
|
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|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Socially Responsible Fund Class I
|
|
|
|
|
|
J. W. Coons Advisors, LLC
|
|
|
|
|
|
Wescott Financial Advisory Group, LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
Lester Murray Antman dba SimplyRich
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
West Family Investments, Inc.
|
|
|
|
|
|
Glen Eagle Advisors, LLC
|
|
|
|
|
|
TWBIX - American Century Mutual Funds, Inc. - Balanced Fund Investor Class
|
|
|
|
|
|
Checchi Capital Advisers, LLC
|
|
|
|
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|
Handelsbanken Fonder AB
|
|
|
|
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|
O'shaughnessy Asset Management, Llc
|
|
|
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|
|
Monetary Management Group Inc
|
|
|
|
|
|
RGLO - Russell Investments Exchange Traded Funds - Global Equity Active ETF
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
Schrum Private Wealth Management LLC
|
|
|
|
|
|
Verum Partners LLC
|
|
|
|
|
|
Lansing Street Advisors
|
|
|
|
|
|
Shelton Capital Management
|
|
|
|
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|
W.G. Shaheen & Associates DBA Whitney & Co
|
|
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|
|
|
Point72 Asia (Singapore) Pte. Ltd.
|
|
|
|
|
|
Hara Capital LLC
|
|
|
|
|
|
Howe & Rusling Inc
|
|
|
|
|
|
Pine Haven Investment Counsel, Inc
|
|
|
|
|
|
Baker Tilly Financial, Llc
|
|
|
|
|
|
FSWCX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Value Index Fund
|
|
|
|
|
|
Seven Springs Wealth Group, LLC
|
|
|
|
|
|
RDLAX - Columbia Funds Series Trust II - Columbia Disciplined Growth Fund Class A
|
|
|
|
|
|
GQERX - Advisors' Inner Circle Fund III - GQG PARTNERS US SELECT QUALITY EQUITY FUND R6 Shares
|
|
|
|
|
|
PRHSX - T. Rowe Price Health Sciences Fund, Inc. - T. Rowe Price Health Sciences Fund, Inc.
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
|
|
|
|
WESCAP Management Group, Inc.
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
Cornerstone Wealth Group, LLC
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
Montis Financial, LLC
|
|
|
|
|
|
Petrus Trust Company, LTA
|
|
|
|
|
|
MONECO Advisors, LLC
|
|
|
|
|
|
Waddell & Associates, Llc
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
Renaissance Technologies Llc
|
|
|
|
|
|
MetLife Investment Management, LLC
|
|
|
|
|
|
Rfg Holdings, Inc.
|
|
|
|
|
|
DTLGX - Wilshire Mutual Funds Inc - Large Company Growth Portfolio Investment Class
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
FDGFX - FIDELITY SECURITIES FUND - Fidelity Dividend Growth Fund
|
|
|
|
|
|
Nepsis, Inc.
|
|
|
|
|
|
Drucker Wealth 3.0, LLC
|
|
|
|
|
|
JAFRX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Capital Appreciation Value Trust NAV Class
|
|
|
|
|
|
Goldstein Advisors, LLC
|
|
|
|
|
|
Mather Group, Llc.
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
Platform Technology Partners
|
|
|
|
|
|
Levin Capital Strategies, L.p.
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
Grimes & Company, Inc.
|
|
|
|
|
|
CoreFirst Bank & Trust
|
|
|
|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
TIGRX - TIAA-CREF FUNDS - TIAA-CREF Growth & Income Fund Institutional Class
|
|
|
|
|
|
Glass Jacobson Investment Advisors llc
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
Charter Oak Capital Management, LLC
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
Silicon Valley Capital Partners
|
|
|
|
|
|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
|
|
|
|
|
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV
|
|
|
|
|
|
Flagship Wealth Advisors, Llc
|
|
|
|
|
|
Hollencrest Capital Management
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
FSST - FIDELITY COVINGTON TRUST - Fidelity Sustainability U.S. Equity ETF
|
|
|
|
|
|
Heritage Wealth Advisors
|
|
|
|
|
|
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
|
|
|
|
|
|
T. Rowe Price Investment Management, Inc.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class
|
|
|
|
|
|
Provenance Wealth Advisors, LLC
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
IEDAX - Voya EQUITY TRUST - Voya Large Cap Value Fund Class A
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
Drive Wealth Management, Llc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Healthcare Sector Fund (I)
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
First Community Trust Na
|
|
|
|
|
|
FBLEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Stock Selector Large Cap Value Fund
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
Marathon Capital Management
|
|
|
|
|
|
PACIFIC SELECT FUND - Comstock Portfolio Class I
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
Deroy & Devereaux Private Investment Counsel Inc
|
|
|
|
|
|
Vaughan David Investments Inc/il
|
|
|
|
|
|
Candriam Luxembourg S.C.A.
|
|
|
|
|
|
Salomon & Ludwin, LLC
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
Hilltop Holdings Inc.
|
|
|
|
|
|
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
Paulson Wealth Management Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
FLKSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock K6 Fund
|
|
|
|
|
|
44 Wealth Management Llc
|
|
|
|
|
|
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
|
|
|
|
|
Silvercrest Asset Management Group Llc
|
|
|
|
|
|
Livelsberger Financial Advisory
|
|
|
|
|
|
Professional Advisory Services Inc
|
|
|
|
|
|
Alexander Randolph Advisory Inc
|
|
|
|
|
|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
|
|
|
|
ESMV - iSHARES TRUST - iShares ESG MSCI USA Min Vol Factor ETF
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - BlackRock NVIT Equity Dividend Fund Class I
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
SPEDX - ALGER FUNDS II - Alger Dynamic Opportunities Fund Class A
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
Pinnacle Associates Ltd
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
SPDG - SPDR SERIES TRUST - SPDR Portfolio S&P Sector Neutral Dividend ETF
|
|
|
|
|
|
Moors & Cabot, Inc.
|
|
|
|
|
|
Magnetar Financial LLC
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
|
|
|
|
|
BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A
|
|
|
|
|
|
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares
|
|
|
|
|
|
FLDZ - Listed Funds Trust - RiverNorth Patriot ETF
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
Gallagher Fiduciary Advisors, LLC
|
|
|
|
|
|
Sentry LLC
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
|
|
S&t Bank/pa
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares
|
|
|
|
|
|
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB
|
|
|
|
|
|
Artisan Partners Limited Partnership
|
|
|
|
|
|
Gabelli Funds Llc
|
|
|
|
|
|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
|
|
|
|
BGEAX - Datum One Series Trust - BRANDES GLOBAL EQUITY FUND Class A
|
|
|
|
|
|
Hennion & Walsh Asset Management, Inc.
|
|
|
|
|
|
RFG Advisory, LLC
|
|
|
|
|
|
BLACKROCK EQUITY DIVIDEND FUND - BLACKROCK EQUITY DIVIDEND FUND Investor A
|
|
|
|
|
|
Van Den Berg Management I, Inc
|
|
|
|
|
|
Gilman Hill Asset Management, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
|
|
|
|
|
Saudi Central Bank
|
|
|
|
|
|
Summit Financial, LLC
|
|
|
|
|
|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A
|
|
|
|
|
|
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F
|
|
|
|
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Vestcor Inc
|
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Yousif Capital Management, Llc
|
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|
Sanibel Captiva Trust Company, Inc.
|
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|
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|
Baker Avenue Asset Management, LP
|
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|
|
CURE - Direxion Shares ETF Trust - Direxion Daily Healthcare Bull 3X Shares
|
|
|
|
|
|
FBUF - Fidelity Greenwood Street Trust - Fidelity Dynamic Buffered Equity ETF
|
|
|
|
|
|
FCMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value K6 Fund
|
|
|
|
|
|
Country Trust Bank
|
|
|
|
|
|
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
|
|
|
|
|
Anfield Capital Management, LLC
|
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|
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|
|
STFBX - Advisers Investment Trust - State Farm Balanced Fund
|
|
|
|
|
|
Ewa, Llc
|
|
|
|
|
|
HBK Sorce Advisory LLC
|
|
|
|
|
|
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
|
|
|
|
|
International Assets Investment Management, Llc
|
|
|
|
|
|
Lee Danner & Bass Inc
|
|
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|
|
GQRRX - Advisors' Inner Circle Fund III - GQG PARTNERS GLOBAL QUALITY EQUITY FUND R6 Shares
|
|
|
|
|
|
JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF
|
|
|
|
|
|
Premier Path Wealth Partners, LLC
|
|
|
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|
|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
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VCULX - VALIC Co I - Growth Fund
|
|
|
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|
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares
|
|
|
|
|
|
Ashton Thomas Private Wealth, LLC
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT George Putnam Balanced Fund Class IA Shares
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
|
|
|
|
|
Securian Funds Trust - SFT T. Rowe Price Value Fund
|
|
|
|
|
|
LYRIX - Ultimus Managers Trust - Lyrical U.S. Value Equity Fund Institutional Class
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
MEIAX - MFS SERIES TRUST I - MFS Value Fund A
|
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|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
Bank of Jackson Hole Trust
|
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|
Advisor OS, LLC
|
|
|
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|
Summit Trail Advisors, Llc
|
|
|
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|
Invesco Exchange-Traded Fund Trust II - Invesco ESG S&P 500 Equal Weight ETF
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
Quest Partners LLC
|
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|
Hunter Associates Investment Management Llc
|
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|
Wendell David Associates Inc
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Legg Mason BW Large Cap Value Portfolio Class 1
|
|
|
|
|
|
Graypoint LLC
|
|
|
|
|
|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
|
|
|
|
|
Pring Turner Capital Group Inc
|
|
|
|
|
|
PENN SERIES FUNDS INC - Large Growth Stock Fund
|
|
|
|
|
|
BBISX - Sterling Capital Funds - Sterling Capital Behavioral Large Cap Value Equity Fund Institutional Class
|
|
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|
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|
Trust Co Of Vermont
|
|
|
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|
|
Zions Bancorporation, National Association /ut/
|
|
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|
|
EIVAX - WELLS FARGO FUNDS TRUST - Wells Fargo Classic Value Fund (fka Wells Fargo Intrinsic Value Fund) Class A
|
|
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|
Standard Life Aberdeen plc
|
|
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|
|
Burke & Herbert Bank & Trust Co
|
|
|
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|
|
Dynamic Advisor Solutions LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a)
|
|
|
|
|
|
RPEAX - DAVIS SERIES INC - Davis Opportunity Fund Class A
|
|
|
|
|
|
CHICAGO TRUST Co NA
|
|
|
|
|
|
1832 Asset Management L.P.
|
|
|
|
|
|
TGRT - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Growth ETF
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
Clough Global Opportunities Fund
|
|
|
|
|
|
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F
|
|
|
|
|
|
Boyd Watterson Asset Management Llc/oh
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
May Hill Capital, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Wealth Builder Fund Standard Class
|
|
|
|
|
|
Sivik Global Healthcare LLC
|
|
|
|
|
|
Fulcrum Asset Management LLP
|
|
|
|
|
|
Country Club Bank /gfn
|
|
|
|
|
|
Brighthouse Funds Trust II - MFS Total Return Portfolio Class A
|
|
|
|
|
|
AlphaStar Capital Management, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Social Awareness Fund Standard Class
|
|
|
|
|
|
Cunning Capital Partners, LP
|
|
|
|
|
|
Aster Capital Management (DIFC) Ltd
|
|
|
|
|
|
Mark Sheptoff Financial Planning, Llc
|
|
|
|
|
|
Penobscot Investment Management Company, Inc.
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
Point72 Hong Kong Ltd
|
|
|
|
|
|
Graham Capital Wealth Management, Llc
|
|
|
|
|
|
LFA - Lugano Financial Advisors SA
|
|
|
|
|
|
SURE - AdvisorShares Trust - AdvisorShares DoubleLine Value Equity ETF
|
|
|
|
|
|
Ellsworth Advisors, LLC
|
|
|
|
|
|
FYEE - Fidelity Greenwood Street Trust - Fidelity Yield Enhanced Equity ETF
|
|
|
|
|
|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
|
|
|
|
|
Access Investment Management LLC
|
|
|
|
|
|
Korea Investment CORP
|
|
|
|
|
|
Guggenheim Strategic Opportunities Fund
|
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
|
Thoroughbred Financial Services, Llc
|
|
|
|
|
|
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund
|
|
|
|
|
|
Patton Fund Management, Inc.
|
|
|
|
|
|
EQIN - Columbia ETF Trust I - Columbia Sustainable U.S. Equity Income ETF
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
Philadelphia Trust Co
|
|
|
|
|
|
Carolina Wealth Advisors, LLC
|
|
|
|
|
|
FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF
|
|
|
|
|
|
Machina Capital S.a.s.
|
|
|
|
|
|
PACIFIC SELECT FUND - Hedged Equity Portfolio Class P
|
|
|
|
|
|
M&G Plc
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
Garde Capital, Inc.
|
|
|
|
|
|
KPP Advisory Services LLC
|
|
|
|
|
|
Syon Capital Llc
|
|
|
|
|
|
Motiv8 Investments LLC
|
|
|
|
|
|
APG Asset Management US Inc.
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
|
|
|
|
|
|
Transamerica Financial Advisors, Inc.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3
|
|
|
|
|
|
Sivia Capital Partners, LLC
|
|
|
|
|
|
QIDX - Spinnaker ETF Series - Indexperts Quality Earnings Focused ETF
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
Marshall Wace, Llp
|
|
|
|
|
|
FDMLX - FIDELITY PURITAN TRUST - Fidelity Series Intrinsic Opportunities Fund
|
|
|
|
|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
|
|
|
|
|
Agf Management Ltd
|
|
|
|
|
|
Lansforsakringar Fondforvaltning AB (publ)
|
|
|
|
|
|
LST - Managed Portfolio Series - Leuthold Select Industries ETF
|
|
|
|
|
|
High Note Wealth, LLC
|
|
|
|
|
|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Eaton Vance Tax-managed Buy-write Opportunities Fund
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
|
|
|
|
|
Indiana Trust & Investment Management CO
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
Trinity Street Asset Management LLP
|
|
|
|
|
|
Courier Capital Llc
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Global Research Portfolio Initial Class
|
|
|
|
|
|
Ing Groep Nv
|
|
|
|
|
|
Leo Wealth, LLC
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Value
|
|
|
|
|
|
PYVLX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Equity Income Fund (Investor Class)
|
|
|
|
|
|
Point72 (DIFC) Ltd
|
|
|
|
|
|
Duncker Streett & Co Inc
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
Eastern Bank
|
|
|
|
|
|
Northwest & Ethical Investments L.P.
|
|
|
|
|
|
Stonebridge Financial Planning Group, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1
|
|
|
|
|
|
Center for Financial Planning, Inc.
|
|
|
|
|
|
Marks Group Wealth Management, Inc
|
|
|
|
|
|
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF
|
|
|
|
|
|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
|
|
|
|
|
Alaethes Wealth LLC
|
|
|
|
|
|
NorthCrest Asset Manangement, LLC
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - CTIVP - T. Rowe Price Large Cap Value Fund Class 1
|
|
|
|
|
|
Smallwood Wealth Investment Management, LLC
|
|
|
|
|
|
SYLD - Cambria ETF Trust - Cambria Shareholder Yield ETF
|
|
|
|
|
|
Brucke Financial, Inc.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
|
|
|
|
|
Czech National Bank
|
|
|
|
|
|
Atlas Private Wealth Advisors
|
|
|
|
|
|
Barrett & Company, Inc.
|
|
|
|
|
|
GPAFX - VICTORY PORTFOLIOS - Victory RS Large Cap Alpha Fund Class A
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - CTIVP - MFS Value Fund Class 1
|
|
|
|
|
|
Nissay Asset Management Corp /japan/ /adv
|
|
|
|
|
|
Union Savings Bank
|
|
|
|
|
|
Harwood Advisory Group, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A)
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Diversified Research VIP Fund
|
|
|
|
|
|
AMG National Trust Bank
|
|
|
|
|
|
Mirae Asset Securities (usa) Inc.
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
Patron Partners Advisors, Llc
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
|
|
|
|
|
|
Linden Thomas Advisory Services, LLC
|
|
|
|
|
|
Skandinaviska Enskilda Banken AB (publ)
|
|
|
|
|
|
Builder Investment Group Inc /adv
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
|
|
|
|
|
Inscription Capital, LLC
|
|
|
|
|
|
iA Global Asset Management Inc.
|
|
|
|
|
|
PKO Investment Management Joint-Stock Co
|
|
|
|
|
|
DEUTSCHE DWS VARIABLE SERIES I - DWS Core Equity VIP Class A
|
|
|
|
|
|
First National Bank Of Omaha
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
TCAF - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Equity ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
Integrated Quantitative Investments LLC
|
|
|
|
|
|
NMIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Enhanced Core Fund Class A
|
|
|
|
|
|
Martingale Asset Management L P
|
|
|
|
|
|
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc.
|
|
|
|
|
|
Y-Intercept (Hong Kong) Ltd
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
Howard Hughes Medical Institute
|
|
|
|
|
|
Mechanics Bank Trust Department
|
|
|
|
|
|
Sierra Ocean, Llc
|
|
|
|
|
|
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
|
|
|
|
|
|
Bridgewater Advisors Inc.
|
|
|
|
|
|
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF
|
|
|
|
|
|
ARTLX - ARTISAN PARTNERS FUNDS INC - Artisan Value Fund Investor Shares
|
|
|
|
|
|
MXEQX - GREAT-WEST FUNDS INC - Great-West Large Cap Value Fund Investor Class
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
Factorial Partners, Llc
|
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
Heritage Financial Services, LLC
|
|
|
|
|
|
Voya Global Equity Dividend & Premium Opportunity Fund
|
|
|
|
|
|
Modera Wealth Management, LLC
|
|
|
|
|
|
Northern Financial Advisors Inc
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
Syverson Strege & Co
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Partner Healthcare Portfolio Class A
|
|
|
|
|
|
INDZX - Columbia Funds Series Trust II - Columbia Large Cap Value Fund Class A
|
|
|
|
|
|
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A
|
|
|
|
|
|
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
North Capital, Inc.
|
|
|
|
|
|
Financial Network Wealth Advisors LLC
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class
|
|
|
|
|
|
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
ARILX - Aristotle Funds Series Trust - Aristotle Core Equity Fund II Class I
|
|
|
|
|
|
Kennedy Capital Management, Inc.
|
|
|
|
|
|
Cornerstone Strategic Value Fund Inc
|
|
|
|
|
|
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
Nilsine Partners, LLC
|
|
|
|
|
|
IGHSX - Voya VARIABLE PORTFOLIOS INC - Voya Global Equity Portfolio Class S
|
|
|
|
|
|
Cape Investment Advisory, Inc.
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
Exencial Wealth Advisors, Llc
|
|
|
|
|
|
Total Wealth Planning & Management, Inc.
|
|
|
|
|
|
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A
|
|
|
|
|
|
Frank, Rimerman Advisors LLC
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
Neville Rodie & Shaw Inc
|
|
|
|
|
|
Fisher Funds Management LTD
|
|
|
|
|
|
JHAAX - John Hancock Funds II - Multi-Asset Absolute Return Fund Class A
|
|
|
|
|
|
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class
|
|
|
|
|
|
Means Investment Co., Inc.
|
|
|
|
|
|
Foronjy Financial Llc
|
|
|
|
|
|
Bridgefront Capital, LLC
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
Advisors Capital Management, LLC
|
|
|
|
|
|
Atom Investors LP
|
|
|
|
|
|
Retirement Wealth Solutions LLC
|
|
|
|
|
|
PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares
|
|
|
|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Global Equities Portfolio Class 1
|
|
|
|
|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
|
|
|
Shikiar Asset Management Inc
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund
|
|
|
|
|
|
FKINX - Franklin Custodian Funds - Franklin Income Fund Class A1
|
|
|
|
|
|
NEW YORK LIFE INVESTMENTS VP FUNDS TRUST - NYLI VP MFS Research Portfolio Service Class
|
|
|
|
|
|
XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF
|
|
|
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|
|
Equitable Holdings, Inc.
|
|
|
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|
Profunds - Profund Vp Ultrabull
|
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|
Daiwa Securities Group Inc.
|
|
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|
Prospera Financial Services Inc
|
|
|
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|
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
|
|
|
|
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|
Credit Agricole S A
|
|
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|
BUSA - 2023 ETF Series Trust - Brandes U.S. Value ETF
|
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|
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|
Abound Wealth Management
|
|
|
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|
|
DODWX - DODGE & COX FUNDS - Dodge & Cox Global Stock Fund
|
|
|
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|
Beacon Capital Management, LLC
|
|
|
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|
JNL SERIES TRUST - JNL/AQR Large Cap Defensive Style Fund (I)
|
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|
Kaydan Wealth Management, Inc.
|
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|
Nbt Bank N A /ny
|
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|
AIMZ Investment Advisors, LLC
|
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|
|
Benin Management CORP
|
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|
|
SUNAMERICA SERIES TRUST - SA MFS Massachusetts Investors Trust Portfolio Class 1
|
|
|
|
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|
Comerica Bank
|
|
|
|
|
|
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
|
|
|
|
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|
Occidental Asset Management, LLC
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
|
|
|
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
|
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|
Venture Visionary Partners LLC
|
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|
|
|
|
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
|
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|
|
|
|
Nicolet Bankshares Inc
|
|
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|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
|
|
|
|
Ashton Thomas Securities, Llc
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
SMRI - EA Series Trust - Bushido Capital US Equity ETF
|
|
|
|
|
|
Twin Lakes Capital Management, LLC
|
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|
Glenmede Trust Co Na
|
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|
First Manhattan Co
|
|
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|
Mitsubishi UFJ Trust & Banking Corp
|
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|
Griffin Asset Management, Inc.
|
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|
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Claris Advisors, Llc / Mo /
|
|
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SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
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|
BankPlus Trust Department
|
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|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Equity Dividend V.I. Fund Class I
|
|
|
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|
|
PY - Principal Exchange-Traded Funds - Principal Shareholder Yield Index ETF
|
|
|
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|
Varma Mutual Pension Insurance Co
|
|
|
|
|
|
GQLVX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Value Equity Portfolio
|
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FVDFX - FIDELITY PURITAN TRUST - Fidelity Value Discovery Fund
|
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|
Wiley Bros.-aintree Capital, Llc
|
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|
WestEnd Advisors, LLC
|
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|
Romano Brothers And Company
|
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River Wealth Advisors LLC
|
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DSTL - ETF Series Solutions - Distillate U.S. Fundamental Stability & Value ETF
|
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|
USS Investment Management Ltd
|
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|
Peak6 Llc
|
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NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF
|
|
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|
Toronto Dominion Bank
|
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|
|
McGlone Suttner Wealth Management, Inc.
|
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Plato Investment Management Ltd
|
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|
SBHIX - SARATOGA ADVANTAGE TRUST - Health & Biotechnology Portfolio Class I
|
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|
Edmp, Inc.
|
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|
West Oak Capital, LLC
|
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|
Fiduciary Advisors, Inc.
|
|
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|
Stratos Wealth Partners, LTD.
|
|
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FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF
|
|
|
|
|
|
TruNorth Capital Management, LLC
|
|
|
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|
|
Raymond James Financial Inc
|
|
|
|
|
|
LCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Large Core ETF
|
|
|
|
|
|
Canoe Financial LP
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
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|
|
Ingalls & Snyder Llc
|
|
|
|
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|
Norges Bank
|
|
|
|
|
|
PRWCX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation Fund
|
|
|
|
|
|
United Asset Strategies, Inc.
|
|
|
|
|
|
FDETX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Capital Development Fund Class O
|
|
|
|
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|
Financiere des Professionnels - Fonds d,investissement inc.
|
|
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|
|
Cambria Investment Management, L.P.
|
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|
|
Brookstone Capital Management
|
|
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|
|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
|
|
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
|
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|
|
|
Boone Capital Management Llc
|
|
|
|
|
|
Meeder Asset Management Inc
|
|
|
|
|
|
TBH Global Asset Management, LLC
|
|
|
|
|
|
Clough Capital Partners L P
|
|
|
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|
|
Re Advisers Corp
|
|
|
|
|
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
|
|
|
|
|
USRAX - Horizon Funds - Horizon Defensive Multi-Factor Fund Investor Class
|
|
|
|
|
|
Rossmore Private Capital
|
|
|
|
|
|
Change Path, LLC
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Investors Trust Series Initial Class
|
|
|
|
|
|
FVLAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Value Leaders Fund Class A
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
Estabrook Capital Management
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund
|
|
|
|
|
|
Northwestern Mutual Investment Management Company, Llc
|
|
|
|
|
|
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
|
|
|
|
|
Hartford Investment Management Co
|
|
|
|
|
|
Nordea Investment Management Ab
|
|
|
|
|
|
D L Carlson Investment Group Inc
|
|
|
|
|
|
LYLD - Cambria ETF Trust - Cambria LargeCap Shareholder Yield ETF
|
|
|
|
|
|
Sanders Capital, LLC
|
|
|
|
|
|
Clean Yield Group
|
|
|
|
|
|
Capitolis Liquid Global Markets LLC
|
|
|
|
|
|
Morton Brown Family Wealth, LLC
|
|
|
|
|
|
Fairvoy Private Wealth, LLC
|
|
|
|
|
|
Groupe la Francaise
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
Pinnacle Financial Partners Inc
|
|
|
|
|
|
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
|
|
|
|
|
|
Andra AP-fonden
|
|
|
|
|
|
Gilliland Jeter Wealth Management LLC
|
|
|
|
|
|
Spdr S&p 500 Etf Trust
|
|
|
|
|
|
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares
|
|
|
|
|
|
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
|
|
|
|
|
|
New England Capital Financial Advisors LLC
|
|
|
|
|
|
Forte Capital Llc /adv
|
|
|
|
|
|
NXTV - Simplify Exchange Traded Funds - Simplify Next Intangible Value Index ETF
|
|
|
|
|
|
MSFRX - MFS SERIES TRUST V - MFS Total Return Fund A
|
|
|
|
|
|
Logan Capital Management Inc
|
|
|
|
|
|
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund
|
|
|
|
|
|
Carnegie Capital Asset Management, LLC
|
|
|
|
|
|
WLDR - Two Roads Shared Trust - Affinity World Leaders Equity ETF
|
|
|
|
|
|
NORTHERN FUNDS - U.S. Quality ESG Fund Class I
|
|
|
|
|
|
USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund
|
|
|
|
|
|
Resonant Capital Advisors, LLC
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
|
|
Summit Asset Management, LLC
|
|
|
|
|
|
Capital Planning Advisors, LLC
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
IFC Advisors LLC
|
|
|
|
|
|
Capital Asset Advisory Services LLC
|
|
|
|
|
|
GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
|
|
|
|
|
|
QDVPAX - DAVIS VARIABLE ACCOUNT FUND INC - Davis Value Portfolio
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
|
|
|
|
|
|
YHB Investment Advisors, Inc.
|
|
|
|
|
|
Capital City Trust Co/fl
|
|
|
|
|
|
Beaumont Financial Advisors, LLC
|
|
|
|
|
|
Enterprise Financial Services Corp
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
|
Pines Wealth Management, LLC
|
|
|
|
|
|
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
|
|
|
|
|
|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
|
|
|
|
|
Byrne Asset Management LLC
|
|
|
|
|
|
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
|
|
|
|
|
GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class
|
|
|
|
|
|
Paradigm Financial Partners, Llc
|
|
|
|
|
|
First National Advisers, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
English Capital Management Llc
|
|
|
|
|
|
Center For Asset Management LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A
|
|
|
|
|
|
Holos Integrated Wealth LLC
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
SGIDX - STEWARD FUNDS, INC. - Steward Global Equity Income Fund Class A
|
|
|
|
|
|
Bnp Paribas
|
|
|
|
|
|
Avantax Planning Partners, Inc.
|
|
|
|
|
|
MVGAX - MFS SERIES TRUST I - MFS Low Volatility Global Equity Fund A
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
Freestone Capital Holdings, LLC
|
|
|
|
|
|
Elmwood Wealth Management, Inc.
|
|
|
|
|
|
Left Brain Wealth Management, LLC
|
|
|
|
|
|
Catalyst Financial Partners Llc
|
|
|
|
|
|
Legacy Investment Solutions, LLC
|
|
|
|
|
|
Sonora Investment Management Group, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
|
|
JNBA Financial Advisors
|
|
|
|
|
|
Kathmere Capital Management, LLC
|
|
|
|
|
|
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio
|
|
|
|
|
|
Blackrock Health Sciences Trust
|
|
|
|
|
|
4J Wealth Management LLC
|
|
|
|
|
|
PNRAX - PUTNAM INVESTMENT FUNDS - Putnam Research Fund Class A Shares
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
Vontobel Holding Ltd.
|
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
|
Fort Sheridan Advisors Llc
|
|
|
|
|
|
Forum Financial Management, LP
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
Avestar Capital, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/T. Rowe Price Health Sciences Portfolio Class IB
|
|
|
|
|
|
Hallmark Capital Management Inc
|
|
|
|
|
|
Cooper Financial Group
|
|
|
|
|
|
Fundamentun, Llc
|
|
|
|
|
|
AIVSX - INVESTMENT CO OF AMERICA - INVESTMENT CO OF AMERICA Class A
|
|
|
|
|
|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
|
|
|
|
TRLIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Fund Institutional Class
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
BRUDX - MFS SERIES TRUST X - MFS Blended Research Value Equity Fund A
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
Renaissance Group Llc
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
Consultiva Wealth Management, Corp.
|
|
|
|
|
|
NLSAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Long Short Fund Class A
|
|
|
|
|
|
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
|
|
|
|
|
|
Garden State Investment Advisory Services LLC
|
|
|
|
|
|
MidWestOne Financial Group, Inc.
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND IV - Health Care Portfolio Initial Class
|
|
|
|
|
|
Riggs Asset Managment Co. Inc.
|
|
|
|
|
|
IGEAX - Voya PARTNERS INC - VY(R) T. Rowe Price Growth Equity Portfolio Class ADV
|
|
|
|
|
|
Prospector Partners Llc
|
|
|
|
|
|
Jacobi Capital Management LLC
|
|
|
|
|
|
Colonial Trust Advisors
|
|
|
|
|
|
AlphaCore Capital LLC
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
Thompson Investment Management, Inc.
|
|
|
|
|
|
LSVD - ADVISORS' INNER CIRCLE FUND - LSV Disciplined Value ETF
|
|
|
|
|
|
NANC - Tidal ETF Trust - Unusual Whales Subversive Democratic Trading ETF
|
|
|
|
|
|
PARUS FINANCE (UK) Ltd
|
|
|
|
|
|
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
|
|
|
|
|
Gradient Investments LLC
|
|
|
|
|
|
Picton Mahoney Asset Management
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock Advantage Large Cap Income ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
FLCG - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Growth ETF
|
|
|
|
|
|
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
|
|
|
|
|
|
Fragasso Group Inc.
|
|
|
|
|
|
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F
|
|
|
|
|
|
Savvy Advisors, Inc.
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
Intech Investment Management Llc
|
|
|
|
|
|
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1
|
|
|
|
|
|
BPLSX - RBB FUND, INC. - Boston Partners Long/Short Equity Fund INSTITUTIONAL
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
Principle Wealth Partners Llc
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
|
|
Sectoral Asset Management Inc
|
|
|
|
|
|
Everhart Financial Group, Inc.
|
|
|
|
|
|
Capital International Sarl
|
|
|
|
|
|
RPGEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Growth Stock Fund
|
|
|
|
|
|
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
|
|
STRV - EA Series Trust - Strive 500 ETF
|
|
|
|
|
|
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Enhanced Index VP Initial
|
|
|
|
|
|
Pacer Advisors, Inc.
|
|
|
|
|
|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
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Traub Capital Management LLC
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Park Place Capital Corp
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INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
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Ritter Daniher Financial Advisory LLC / DE
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Baldwin Investment Management, LLC
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SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A
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We Are One Seven, LLC
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L & S Advisors Inc
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL T. Rowe Price Capital Appreciation Fund Class 2
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KOMP - SPDR SERIES TRUST - SPDR S&P Kensho New Economies Composite ETF
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Arlington Trust Co LLC
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GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF
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CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A
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Jump Financial, LLC
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Woodmont Investment Counsel Llc
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QDEF - FlexShares Trust - FlexShares Quality Dividend Defensive Index Fund
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PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
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Jnl Series Trust - Jnl/franklin Templeton Mutual Shares Fund (a)
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Canandaigua National Bank & Trust Co
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Elo Mutual Pension Insurance Co
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RMEAX - Aspiriant Trust - Aspiriant Risk-Managed Equity Allocation Fund Advisor Shares
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Mizuho Securities Usa Llc
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Lord, Abbett & Co. Llc
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GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
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Verdence Capital Advisors LLC
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Securian Funds Trust - SFT Index 500 Fund Class 1
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QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
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Lazard Freres Gestion S.A.S.
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JIEMX - John Hancock Funds II - Equity Income Fund Class NAV
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Stone House Investment Management, LLC
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Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
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Sage Mountain Advisors LLC
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IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF
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GQETX - GMO TRUST - GMO Quality Fund Class III
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XLV - SELECT SECTOR SPDR TRUST - The Health Care Select Sector SPDR Fund
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Sunbelt Securities, Inc.
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Addison Advisors LLC
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CI Private Wealth, LLC
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John Hancock Funds II - Health Sciences Fund Class NAV
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Perpetual Ltd
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Generali Asset Management SPA SGR
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Grunden Financial Advisory, Inc.
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ExodusPoint Capital Management, LP
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Catalyst Funds Management Pty Ltd
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DT Investment Partners, LLC
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Truvestments Capital Llc
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Gabelli Equity Trust Inc
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RYDEX VARIABLE TRUST - S&P 500 Pure Value Fund Variable Annuity
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California State Teachers Retirement System
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Ethic Inc.
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Exchange Traded Concepts, Llc
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SummitTX Capital, L.P.
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GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
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Core Alternative Capital
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RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
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Argent Trust Co
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Pinnacle Wealth Planning Services, Inc.
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WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
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Mml Investors Services, Llc
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HBW Advisory Services LLC
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IWX - iSHARES TRUST - iShares Russell Top 200 Value ETF
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Abn Amro Investment Solutions
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GQFPX - Advisors' Inner Circle Fund III - GQG PARTNERS GLOBAL QUALITY DIVIDEND INCOME FUND Investor Shares
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Rothschild Investment Llc
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Lyell Wealth Management, Lp
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Gables Capital Management Inc.
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Tri-continental Corp
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American Assets Investment Management, LLC
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D. E. Shaw & Co., Inc.
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SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
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MFS VARIABLE INSURANCE TRUST II - MFS Blended Research Core Equity Portfolio Initial Class
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State of Wyoming
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Marcum Wealth, LLC
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MUEAX - MFS SERIES TRUST XI - MFS Blended Research Core Equity Fund A
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Avidian Wealth Solutions, LLC
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Horizon Investments, LLC
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Adams Wealth Management
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Hillsdale Investment Management Inc.
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FFEIX - NUVEEN INVESTMENT FUNDS INC - Nuveen Dividend Value Fund Class A
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PRGFX - T. Rowe Price Growth Stock Fund, Inc. - T. Rowe Price Growth Stock Fund, Inc.
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Live Oak Investment Partners
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Vista Wealth Management Group, LLC
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SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
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PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
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ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund
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Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
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BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
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Delta Investment Management, LLC
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Welch & Forbes Llc
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Piscataqua Savings Bank
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GBCIX - Gabelli Dividend Growth Fund - The Gabelli Dividend Growth Fund Class I
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VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class
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UBS Group AG
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Cove Private Wealth, LLC
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Ransom Advisory, Ltd
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Roman Butler Fullerton & Co
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SUNAMERICA SERIES TRUST - SA JPMorgan Equity-Income Portfolio Class 1
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PUTNAM VARIABLE TRUST - Putnam VT Global Health Care Fund Class IA Shares
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Mach-1 Financial Group, Inc.
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PISYX - Victory Portfolios IV - Victory Pioneer Intrinsic Value Fund Class Y
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Sumitomo Life Insurance Co
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Mbb Public Markets I Llc
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LGT Financial Advisors LLC
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Pensionmark Financial Group, Llc
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MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A
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VARIABLE INSURANCE PRODUCTS FUND - Value Portfolio Initial Class
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Cooperman Leon G
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TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial
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SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
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Css Llc/il
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FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund
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DELAWARE VIP TRUST - Delaware VIP Total Return Series Service
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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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Profunds - Profund Vp Bull
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Wealthspire Advisors, LLC
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Kingsview Wealth Management, LLC
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TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
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Deutsche Bank Ag\
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JVASX - JPMorgan Trust I - JPMorgan Value Advantage Fund Class I
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Armstrong Advisory Group, Inc
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ULPIX - Profunds - Ultrabull Profund Investor Class
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PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund
|
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AUXAX - FORUM FUNDS - Auxier Focus Fund A Shares
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THRIVENT SERIES FUND INC - Thrivent Large Cap Value Portfolio Class A
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Mariner, LLC
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SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
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EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
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NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
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EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
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Mizuho Securities Usa Llc
|
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Rhumbline Advisers
|
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Synovus Financial Corp
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Bellevue Asset Management, Llc
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Wolverine Asset Management Llc
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United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
|
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D.a. Davidson & Co.
|
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PEQIX - PIONEER EQUITY INCOME FUND - Pioneer Equity Income Fund : Class A
|
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GEIZX - GuideStone Funds - Growth Equity Index Fund Investor
|
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SLVAX - Columbia Funds Series Trust II - Columbia Select Large Cap Value Fund Columbia Select Large Cap Value Fun Class A
|
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USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF
|
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BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K
|
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Financial Management Professionals, Inc.
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NBCR - Neuberger Berman ETF Trust - Neuberger Berman Core Equity ETF
|
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DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
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SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A
|
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CBIZ Investment Advisory Services, LLC
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FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
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National Pension Service
|
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TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R
|
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Fairman Group, LLC
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BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
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Richardson Capital Management LLC
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ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio
|
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STFGX - Advisers Investment Trust - State Farm Growth Fund
|
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Banque Pictet & Cie Sa
|
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PENN SERIES FUNDS INC - Flexibly Managed Fund
|
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Walleye Capital LLC
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BPGIX - RBB FUND, INC. - Boston Partners Global Equity Fund Institutional Class
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Sky Investment Group LLC
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Universal- Beteiligungs- und Servicegesellschaft mbH
|
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Moody National Bank Trust Division
|
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Sei Investments Co
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Colony Group, LLC
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SRS Capital Advisors, Inc.
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MAI Capital Management
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Humankind Investments LLC
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Headlands Technologies LLC
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Solstein Capital, LLC
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Atwood & Palmer Inc
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FAVAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Value Fund Class A
|
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2
|
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SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
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VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares
|
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Beacon Financial Group
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SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
|
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|
Clear Street Markets Llc
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Battery Global Advisors, LLC
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DODBX - DODGE & COX FUNDS - Dodge & Cox Balanced Fund
|
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MBOX - Alpha Architect ETF Trust - Freedom Day Dividend ETF
|
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New Age Alpha Funds Trust - NAA World Equity Income Fund Class P
|
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Atticus Wealth Management, Llc
|
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Triangle Securities Wealth Management
|
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City State Bank
|
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CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
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Diversify Wealth Management, Llc
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AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF
|
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MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
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|
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
|
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SUWAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Core Equity Fund Class A
|
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FADAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Dividend Growth Fund Class A
|
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EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
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|
New Age Alpha Advisors, LLC
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|
BNP Paribas Asset Management Holding S.A.
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|
Groesbeck Investment Management Corp /nj/
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Koss-Olinger Consulting, LLC
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PGSYX - Victory Portfolios IV - Victory Pioneer Global Equity Fund Class Y
|
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|
King Wealth
|
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Davidson Investment Advisors
|
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IAVGX - Voya VARIABLE FUNDS - Voya Growth and Income Portfolio Class ADV
|
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|
Brown Brothers Harriman & Co
|
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|
Clear Harbor Asset Management, LLC
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MFSV - MFS Active Exchange Traded Funds Trust - MFS Active Value ETF
|
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|
PCLVX - PACE SELECT ADVISORS TRUST - PACE Large Co Value Equity Investments Class P
|
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|
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund
|
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|
First Financial Corp /in/
|
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|
FGIRX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth & Income Fund Class A
|
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|
Clear Creek Financial Management, LLC
|
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|
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
|
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|
Public Sector Pension Investment Board
|
|
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|
Resona Asset Management Co.,Ltd.
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|
Beacon Pointe Advisors, LLC
|
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|
Pacifica Partners Inc.
|
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|
GLBL - Pacer Funds Trust - Pacer MSCI World Industry Advantage ETF
|
|
|
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|
Manhattan West Asset Management, LLC
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|
FSMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value Fund
|
|
|
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|
Fifth Third Wealth Advisors LLC
|
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|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
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|
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|
Baird Financial Group, Inc.
|
|
|
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|
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
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|
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A
|
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|
denkapparat Operations GmbH
|
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|
GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A
|
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|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
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|
AdvisorNet Financial, Inc
|
|
|
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|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
|
|
|
|
Fullerton Fund Management Co Ltd
|
|
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|
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A
|
|
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|
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|
Jnl Series Trust - Jnl/t. Rowe Price Value Fund (a)
|
|
|
|
|
|
HLQVX - JPMORGAN TRUST II - JPMorgan Large Cap Value Fund Class I
|
|
|
|
|
|
DRFAX - DAVIS NEW YORK VENTURE FUND INC - Davis Research Fund Class A
|
|
|
|
|
|
Rexford Capital Inc
|
|
|
|
|
|
Buckingham Strategic Partners
|
|
|
|
|
|
SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A
|
|
|
|
|
|
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A
|
|
|
|
|
|
Calamos Wealth Management LLC
|
|
|
|
|
|
Mattson Financial Services, LLC
|
|
|
|
|
|
JPGSX - JPMorgan Trust I - JPMorgan Intrepid Growth Fund Class I
|
|
|
|
|
|
Navigoe, LLC
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
First Citizens Bank & Trust Co
|
|
|
|
|
|
VSTIX - VALIC Co I - Stock Index Fund
|
|
|
|
|
|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
Convergence Investment Partners, LLC
|
|
|
|
|
|
Dfa Investment Trust Co - The U.s. Large Cap Value Series
|
|
|
|
|
|
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III
|
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|
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF
|
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|
USCF - Themes ETF Trust - Themes US Cash Flow Champions ETF
|
|
|
|
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|
Gulf International Bank (UK) Ltd
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
Miracle Mile Advisors, LLC
|
|
|
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|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
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|
BLPIX - Profunds - Bull Profund Investor Class
|
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|
Maryland State Retirement & Pension System
|
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|
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares
|
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|
|
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|
FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class
|
|
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|
MBOVX - M FUND INC - M Large Cap Value Fund
|
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|
Evergreen Private Wealth LLC
|
|
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|
La Banque Postale Asset Management SA
|
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|
SUNAMERICA SERIES TRUST - SA MFS Blue Chip Growth Portfolio Class 1
|
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|
Red Spruce Capital, LLC
|
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|
Atria Investments Llc
|
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Innovator ETFs Trust - Innovator Equity Managed Floor ETF
|
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|
Harbor Capital Advisors, Inc.
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RSPH - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Health Care ETF
|
|
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|
BI Asset Management Fondsmaeglerselskab A/S
|
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|
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|
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1
|
|
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|
SUNAMERICA SERIES TRUST - SA Dogs of Wall Street Portfolio Class 1
|
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|
Qube Research & Technologies Ltd
|
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|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
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|
Bank & Trust Co
|
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|
Canada Pension Plan Investment Board
|
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Weiss Asset Management LP
|
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|
Brighthouse Funds Trust II - T.Rowe Price Large Cap Growth Portfolio Class A
|
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|
THPGX - THOMPSON IM FUNDS INC - Thompson LargeCap Fund
|
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|
Charles Schwab Investment Management Inc
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Acadian Asset Management Llc
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FGLGX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Large Cap Stock Fund
|
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|
Perbak Capital Partners LLP
|
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Genesis Private Wealth, Llc
|
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Curio Wealth, Llc
|
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MAINSTAY VP FUNDS TRUST - MainStay VP T. Rowe Price Equity Income Portfolio Initial Class
|
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|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
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|
Seizert Capital Partners, Llc
|
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|
Accurate Wealth Management, LLC
|
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|
Pettyjohn, Wood & White, Inc
|
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|
Atlantic Union Bankshares Corp
|
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|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
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|
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|
|
Creative Planning
|
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|
IFG Advisors, LLC
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|
Pathstone Holdings, LLC
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Soundwatch Capital LLC
|
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JNL SERIES TRUST - JNL/JPMorgan Hedged Equity Fund (A)
|
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|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
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AADBX - AMERICAN BEACON FUNDS - American Beacon Balanced Fund Institutional Class
|
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Signaturefd, Llc
|
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Whipplewood Advisors, LLC
|
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SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund
|
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|
Callan Capital, LLC
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STXV - EA Series Trust - Strive 1000 Value ETF
|
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|
Harbour Investments, Inc.
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Prime Capital Investment Advisors, LLC
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Amundi
|
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PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
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|
USBOX - Pear Tree Funds - Pear Tree Quality Fund Ordinary Shares
|
|
|
|
|
|
Red Door Wealth Management, LLC
|
|
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|
JDESX - JPMorgan Trust I - JPMorgan U.S. Research Enhanced Equity Fund Class I
|
|
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|
|
|
FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A
|
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|
JHQAX - JPMorgan Trust I - JPMorgan Hedged Equity Fund Class A
|
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|
First American Trust, Fsb
|
|
|
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|
|
Nebula Research & Development LLC
|
|
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|
|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
|
|
Marex Group plc
|
|
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|
Bare Financial Services, Inc
|
|
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|
Natural Investments, Llc
|
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|
CacheTech Inc.
|
|
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|
|
|
OALGX - Optimum Fund Trust - Optimum Large Cap Growth Fund Class A
|
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|
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|
|
Dogwood Wealth Management LLC
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
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|
BPGSX - RBB FUND, INC. - Boston Partners Global Sustainability Fund Institutional Class
|
|
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|
RUNN - Strategic Trust - RUNNING OAK EFFICIENT GROWTH ETF
|
|
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|
|
Vident Advisory, LLC
|
|
|
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|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
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|
apricus wealth, LLC
|
|
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|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
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|
Barry Investment Advisors, LLC
|
|
|
|
|
|
NUDV - Nushares ETF Trust - Nuveen ESG Dividend ETF
|
|
|
|
|
|
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class
|
|
|
|
|
|
Mb, Levis & Associates, Llc
|
|
|
|
|
|
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio
|
|
|
|
|
|
Sterling Financial Group, Inc.
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio
|
|
|
|
|
|
UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund
|
|
|
|
|
|
Focus Financial Network, Inc.
|
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|
|
|
|
ARGA Investment Management, LP
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
FULVX - FIDELITY SUMMER STREET TRUST - Fidelity U.S. Low Volatility Equity Fund
|
|
|
|
|
|
TD Capital Management LLC
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
Godshalk Welsh Capital Management, Inc.
|
|
|
|
|
|
Linscomb & Williams, Inc.
|
|
|
|
|
|
Resources Management Corp /ct/ /adv
|
|
|
|
|
|
FEKFX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income K6 Fund
|
|
|
|
|
|
Briaud Financial Planning, Inc
|
|
|
|
|
|
Camden National Bank
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
Meridian Wealth Management, LLC
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
Alpha Cubed Investments, LLC
|
|
|
|
|
|
GMOV - 2023 ETF Series Trust II - GMO U.S. Value ETF
|
|
|
|
|
|
Stock Yards Bank & Trust Co
|
|
|
|
|
|
GMEZX - GuideStone Funds - Impact Equity Fund Investor
|
|
|
|
|
|
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class
|
|
|
|
|
|
Breakwater Capital Group
|
|
|
|
|
|
Fox Run Management, L.l.c.
|
|
|
|
|
|
ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A
|
|
|
|
|
|
Meeder Advisory Services, Inc.
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
POPFX - Managed Portfolio Series - Prospector Opportunity Fund
|
|
|
|
|
|
LOGSX - Oak Associates Funds - Live Oak Health Sciences Fund
|
|
|
|
|
|
PHSTX - PUTNAM GLOBAL HEALTH CARE FUND - PUTNAM GLOBAL HEALTH CARE FUND Class A Shares
|
|
|
|
|
|
Townsquare Capital Llc
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
Cibc World Markets Corp
|
|
|
|
|
|
Tower Bridge Advisors
|
|
|
|
|
|
TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class
|
|
|
|
|
|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
|
|
|
|
FLDFX - Meeder Funds - BALANCED FUND Retail Class
|
|
|
|
|
|
Hudson Portfolio Management LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
|
|
|
|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
|
|
Virtu Financial LLC
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
Norinchukin Bank, The
|
|
|
|
|
|
Angeles Wealth Management, Llc
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Composite Fund Class
|
|
|
|
|
|
RPV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Pure Value ETF
|
|
|
|
|
|
Weaver C. Barksdale & Associates, Inc.
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial
|
|
|
|
|
|
FLRAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Large Cap Select Fund Class A
|
|
|
|
|
|
Aaron Wealth Advisors LLC
|
|
|
|
|
|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
|
|
|
|
|
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
|
|
|
|
|
|
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund
|
|
|
|
|
|
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund
|
|
|
|
|
|
Hills Bank & Trust Co
|
|
|
|
|
|
Visionary Wealth Advisors
|
|
|
|
|
|
Plante Moran Financial Advisors, LLC
|
|
|
|
|
|
Allianz Se
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
TGRW - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Growth Stock ETF
|
|
|
|
|
|
MAADX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Dynamic Value Portfolio Class IS
|
|
|
|
|
|
Alta Advisers Ltd
|
|
|
|
|
|
Alesco Advisors Llc
|
|
|
|
|
|
Keel Point, LLC
|
|
|
|
|
|
PRBLX - PARNASSUS INCOME FUNDS - Parnassus Core Equity Fund Investor Shares
|
|
|
|
|
|
First Western Trust Bank
|
|
|
|
|
|
Silvant Capital Management LLC
|
|
|
|
|
|
G&S Capital LLC
|
|
|
|
|
|
FGRIX - FIDELITY SECURITIES FUND - Fidelity Growth & Income Portfolio
|
|
|
|
|
|
First Affirmative Financial Network
|
|
|
|
|
|
Tradewinds Capital Management, LLC
|
|
|
|
|
|
GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
|
|
|
|
|
Two Sigma Investments, Lp
|
|
|
|
|
|
Cary Street Partners Financial Llc
|
|
|
|
|
|
LeClair Wealth Partners LLC
|
|
|
|
|
|
DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
USCGX - USAA MUTUAL FUNDS TRUST - Capital Growth Fund
|
|
|
|
|
|
ACGR - AMERICAN CENTURY ETF TRUST - American Century Sustainable Growth ETF
|
|
|
|
|
|
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF
|
|
|
|
|
|
Hall Laurie J Trustee
|
|
|
|
|
|
Brevan Howard Capital Management LP
|
|
|
|
|
|
JPIVX - JPMorgan Trust I - JPMorgan Intrepid Value Fund Class I
|
|
|
|
|
|
Tcfg Wealth Management, Llc
|
|
|
|
|
|
Modern Wealth Management, LLC
|
|
|
|
|
|
Natixis
|
|
|
|
|
|
QAOSWX - T. Rowe Price Equity Series, Inc. - T. Rowe Price New America Growth Portfolio
|
|
|
|
|
|
Park Square Financial Group, LLC
|
|
|
|
|
|
Great Lakes Advisors, Llc
|
|
|
|
|
|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
|
|
|
|
|
SHRY - FIRST TRUST EXCHANGE-TRADED FUND VI - Large Cap US Equity Select ETF
|
|
|
|
|
|
Boreal Capital Management LLC
|
|
|
|
|
|
Copley Financial Group, Inc.
|
|
|
|
|
|
Beaird Harris Wealth Management, LLC
|
|
|
|
|
|
Avanza Fonder AB
|
|
|
|
|
|
Webster Bank, N. A.
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
Thrive Wealth Management, LLC
|
|
|
|
|
|
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
|
|
|
|
|
|
Cape Cod Five Cents Savings Bank
|
|
|
|
|
|
VEGN - ETF Series Solutions - US Vegan Climate ETF
|
|
|
|
|
|
FLCSX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock Fund
|
|
|
|
|
|
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
|
|
|
|
|
|
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
ADLVX - Ultimus Managers Trust - ADLER VALUE FUND Institutional Class
|
|
|
|
|
|
Disciplined Investors, L.L.C.
|
|
|
|
|
|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
FGIPX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Growth and Income Fund Institutional Class
|
|
|
|
|
|
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF
|
|
|
|
|
|
Heritage Investors Management Corp
|
|
|
|
|
|
American National Bank
|
|
|
|
|
|
URTH - iShares, Inc. - iShares MSCI World ETF
|
|
|
|
|
|
GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
Richard Bernstein Advisors LLC
|
|
|
|
|
|
Clifford Swan Investment Counsel Llc
|
|
|
|
|
|
Court Place Advisors, LLC
|
|
|
|
|
|
FARYX - Northern Lights Fund Trust IV - Fulcrum Diversified Absolute Return Fund Super Institutional Class
|
|
|
|
|
|
Tsfg, Llc
|
|
|
|
|
|
DWLD - Davis Fundamental ETF Trust - Davis Select Worldwide ETF
|
|
|
|
|
|
GMUEX - GMO TRUST - GMO U.S. Equity Fund Class III
|
|
|
|
|
|
Cottonwood Capital Advisors, Llc
|
|
|
|
|
|
Intrust Bank Na
|
|
|
|
|
|
Cigna Investments Inc /new
|
|
|
|
|
|
Optimum Investment Advisors
|
|
|
|
|
|
SJGIX - STEWARD FUNDS, INC. - Steward Large Cap Growth Fund Institutional Class
|
|
|
|
|
|
CSM Advisors, LLC
|
|
|
|
|
|
Brandywine Oak Private Wealth Llc
|
|
|
|
|
|
Rakuten Investment Management, Inc.
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
Chilton Capital Management Llc
|
|
|
|
|
|
Mutual Of America Capital Management Llc
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
Putnam Fl Investment Management Co
|
|
|
|
|
|
Beaton Management Co. Inc.
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
Entropy Technologies, LP
|
|
|
|
|
|
OneAscent Wealth Management LLC
|
|
|
|
|
|
HWCIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Diversified Value Fund Class I
|
|
|
|
|
|
MBM Wealth Consultants, LLC
|
|
|
|
|
|
Atlas Capital Advisors Llc
|
|
|
|
|
|
SWHFX - SCHWAB CAPITAL TRUST - Schwab Health Care Fund
|
|
|
|
|
|
Comprehensive Financial Planning, Inc./PA
|
|
|
|
|
|
Optas, LLC
|
|
|
|
|
|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
|
|
|
|
QLTY - 2023 ETF Series Trust II - GMO U.S. Quality ETF
|
|
|
|
|
|
GWILX - GLENMEDE FUND INC - Women in Leadership U.S. Equity Portfolio
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
Profunds - Profund Vp Health Care
|
|
|
|
|
|
REAP Financial Group, LLC
|
|
|
|
|
|
MITTX - MASSACHUSETTS INVESTORS TRUST - Massachusetts Investors Trust A
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
Choate Investment Advisors
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Global Growth Fund Class 1
|
|
|
|
|
|
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund
|
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|
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
|
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|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Disciplined Core Fund Class 3
|
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|
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|
NorthRock Partners, LLC
|
|
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|
Baker Chad R
|
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SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
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Ameriflex Group, Inc.
|
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|
CAPROCK Group, Inc.
|
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MFADX - Total Fund Solution - Cromwell Marketfield L/S Fund Investor Class
|
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|
WealthCollab, LLC
|
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Clarius Group, LLC
|
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CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
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|
Aspect Partners, LLC
|
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|
Merit Financial Group, LLC
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MML Series Investment Fund II - MML Equity Fund Initial Class
|
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|
Cypress Advisory Group LLC
|
|
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|
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A
|
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|
Lindbrook Capital, Llc
|
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Aptus Capital Advisors, LLC
|
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Snowden Capital Advisors LLC
|
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|
MFS VARIABLE INSURANCE TRUST - MFS Research Series Initial Class
|
|
|
|
|
|
ITEAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Equity Income Portfolio Class ADV
|
|
|
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|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
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Gateway Investment Advisers Llc
|
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PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio -
|
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Kentucky Retirement Systems Insurance Trust Fund
|
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Ossiam
|
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Seven Mile Advisory
|
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CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
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Kiltearn Partners LLP
|
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LQAI - Exchange Listed Funds Trust - LG QRAFT AI-Powered U.S. Large Cap Core ETF
|
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Cortland Associates Inc/mo
|
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GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF
|
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Highline Wealth Partners Llc
|
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Schonfeld Strategic Advisors LLC
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BlackRock ETF Trust - BlackRock Large Cap Value ETF
|
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Ethos Financial Group, LLC
|
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PEVC - Pacer Funds Trust - Pacer PE/VC ETF
|
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GWM Advisors LLC
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PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
|
|
|
|
|
Crestwood Advisors Group LLC
|
|
|
|
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|
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1
|
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FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2
|
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Associated Banc-corp
|
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OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF
|
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|
Voya Investment Management Llc
|
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Fidelis Capital Partners, LLC
|
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|
MML SERIES INVESTMENT FUND - MML Growth & Income Fund Initial Class
|
|
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|
Steamboat Capital Partners, LLC
|
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CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF
|
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QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
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AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
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Goodman Financial Corp
|
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Forsta Ap-fonden
|
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Hurley Capital, LLC
|
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Willner & Heller, Llc
|
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Simplify Asset Management Inc.
|
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Legacy Wealth Managment, LLC/ID
|
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Seeds Investor Llc
|
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Murphy & Mullick Capital Management Corp
|
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FCG Investment Co
|
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Dana Investment Advisors, Inc.
|
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PUTNAM VARIABLE TRUST - Putnam VT Research Fund Class IA Shares
|
|
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|
Bruni J V & Co /co
|
|
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|
Virginia Retirement Systems Et Al
|
|
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HYLG - Global X Funds - Global X Health Care Covered Call & Growth ETF
|
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|
Richardson Financial Services Inc.
|
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Prescott Group Capital Management, L.l.c.
|
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|
Wilsey Asset Management Inc
|
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Focused Investors LLC
|
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|
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
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Boston Trust Walden Corp
|
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Hengehold Capital Management Llc
|
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Royal London Asset Management Ltd
|
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Heritage Trust Co
|
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TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class
|
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|
Csenge Advisory Group
|
|
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|
Gf Fund Management Co. Ltd.
|
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Mount Yale Investment Advisors, LLC
|
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|
|
LSVVX - ADVISORS' INNER CIRCLE FUND - LSV CONSERVATIVE VALUE EQUITY FUND Institutional Class Shares
|
|
|
|
|
|
Aberdeen Wealth Management LLC
|
|
|
|
|
|
Net Worth Advisory Group
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
VSMV - Victory Portfolios II - VictoryShares US Multi-Factor Minimum Volatility ETF
|
|
|
|
|
|
Chicago Capital, LLC
|
|
|
|
|
|
Hanson & Doremus Investment Management
|
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|
One Capital Management, LLC
|
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|
StoneX Group Inc.
|
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|
Tortoise Investment Management, LLC
|
|
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|
|
Pflug Koory, LLC
|
|
|
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|
|
Sunpointe, LLC
|
|
|
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|
|
AlTi Global, Inc.
|
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|
|
|
|
Coign Capital Advisors LLC
|
|
|
|
|
|
S&co Inc
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I
|
|
|
|
|
|
Secure Asset Management, LLC
|
|
|
|
|
|
FNY Investment Advisers, LLC
|
|
|
|
|
|
Ontario Teachers Pension Plan Board
|
|
|
|
|
|
Oakworth Capital, Inc.
|
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|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
Paradigm Capital Management Inc/ny
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
Leuthold Group, Llc
|
|
|
|
|
|
Transcend Wealth Collective, Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
|
|
|
|
|
Kingswood Wealth Advisors, Llc
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
IWY - iSHARES TRUST - iShares Russell Top 200 Growth ETF
|
|
|
|
|
|
Insight Advisors, LLC/ PA
|
|
|
|
|
|
YOKE - EA Series Trust - Yoke Core ETF
|
|
|
|
|
|
INFO - Harbor ETF Trust - Harbor PanAgora Dynamic Large Cap Core ETF
|
|
|
|
|
|
Appleton Partners Inc/ma
|
|
|
|
|
|
TILCX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Value Fund
|
|
|
|
|
|
Cidel Asset Management Inc
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
HCR Wealth Advisors
|
|
|
|
|
|
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund
|
|
|
|
|
|
SRIGX - Gabelli ESG Fund, Inc. - Gabelli ESG Fund, Inc. Class AAA
|
|
|
|
|
|
Security National Bank
|
|
|
|
|
|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
|
|
|
|
Sawyer & Company, Inc
|
|
|
|
|
|
AQGNX - AQR Funds - AQR Global Equity Fund Class N
|
|
|
|
|
|
Two Sigma Advisers, Lp
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
|
Coston, McIsaac & Partners
|
|
|
|
|
|
Loomis Sayles & Co L P
|
|
|
|
|
|
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
|
|
|
|
|
PENN SERIES FUNDS INC - Index 500 Fund
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
|
|
First Bancorp, Inc /ME/
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
City National Bank Of Florida /msd
|
|
|
|
|
|
Americana Partners, LLC
|
|
|
|
|
|
SageView Advisory Group, LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Established Growth Fund (a)
|
|
|
|
|
|
Strive Asset Management, LLC
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Large Cap Value Fund Class 3
|
|
|
|
|
|
Brendel Financial Advisors LLC
|
|
|
|
|
|
8 Knots Management, Llc
|
|
|
|
|
|
First National Trust Co
|
|
|
|
|
|
First Command Advisory Services, Inc.
|
|
|
|
|
|
FTCE - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust New Constructs Core Earnings Leaders ETF
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1
|
|
|
|
|
|
Fulton Breakefield Broenniman Llc
|
|
|
|
|
|
JCAVX - John Hancock Funds II - Capital Appreciation Value Fund Class NAV
|
|
|
|
|
|
Diversify Advisory Services, LLC
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Health Care Fund Series I
|
|
|
|
|
|
Pingora Partners LLC
|
|
|
|
|
|
AQEAX - Columbia Funds Series Trust II - Columbia Disciplined Core Fund Class A
|
|
|
|
|
|
MLVAX - MFS SERIES TRUST I - MFS Low Volatility Equity Fund A
|
|
|
|
|
|
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
|
|
|
|
|
Persistent Asset Partners Ltd
|
|
|
|
|
|
Badgley Phelps Wealth Managers, LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
|
|
|
|
|
Costello Asset Management, INC
|
|
|
|
|
|
Perennial Investment Advisors, LLC
|
|
|
|
|
|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
|
|
|
|
GFG Capital, LLC
|
|
|
|
|
|
Caisse De Depot Et Placement Du Quebec
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
Fisher Asset Management, LLC
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
|
|
|
|
|
Foster Dykema Cabot & Partners, Llc
|
|
|
|
|
|
Douglas Lane & Associates, LLC
|
|
|
|
|
|
MASTERINVEST Kapitalanlage GmbH
|
|
|
|
|
|
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
|
|
|
|
|
Integrated Advisors Network LLC
|
|
|
|
|
|
De Burlo Group Inc
|
|
|
|
|
|
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
|
|
|
|
|
|
Caitong International Asset Management Co., Ltd
|
|
|
|
|
|
IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I
|
|
|
|
|
|
Islay Capital Management, Llc
|
|
|
|
|
|
Bayesian Capital Management, LP
|
|
|
|
|
|
FUKOKU MUTUAL LIFE INSURANCE Co
|
|
|
|
|
|
PDS Planning, Inc
|
|
|
|
|
|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
|
|
|
|
|
SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
|
|
|
|
|
PACIFIC SELECT FUND - Health Sciences Portfolio Class I
|
|
|
|
|
|
FCPI - FIDELITY COVINGTON TRUST - Fidelity Stocks for Inflation ETF
|
|
|
|
|
|
Nova Wealth Management, Inc.
|
|
|
|
|
|
SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF
|
|
|
|
|
|
Strategic Blueprint, LLC
|
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
NJ State Employees Deferred Compensation Plan
|
|
|
|
|
|
SIXL - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Low Beta Equity Strategy ETF
|
|
|
|
|
|
Hudson Bay Capital Management LP
|
|
|
|
|
|
AssuredPartners Investment Advisors, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP MFS Value Fund Standard Class
|
|
|
|
|
|
Venturi Wealth Management, LLC
|
|
|
|
|
|
Hancock Whitney Corp
|
|
|
|
|
|
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
|
|
|
|
|
|
LVPIX - Profunds - Large-cap Value Profund Investor Class
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A
|
|
|
|
|
|
Ostrum Asset Management
|
|
|
|
|
|
Fiduciary Financial Group, Llc
|
|
|
|
|
|
Glenview Trust Co
|
|
|
|
|
|
Hikari Tsushin, Inc.
|
|
|
|
|
|
Citadel Investment Advisory, Inc.
|
|
|
|
|
|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
|
|
|
|
|
University Of Texas/texas Am Investment Managment Co
|
|
|
|
|
|
Edgestream Partners, L.P.
|
|
|
|
|
|
Swedbank AB
|
|
|
|
|
|
GQHPX - Advisors' Inner Circle Fund III - GQG PARTNERS US QUALITY DIVIDEND INCOME FUND Investor Shares
|
|
|
|
|
|
RYHIX - RYDEX SERIES FUNDS - Health Care Fund Investor Class
|
|
|
|
|
|
Campbell & CO Investment Adviser LLC
|
|
|
|
|
|
Nations Financial Group Inc, /ia/ /adv
|
|
|
|
|
|
SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A
|
|
|
|
|
|
IFG Advisory, LLC
|
|
|
|
|
|
Chatham Capital Group, Inc.
|
|
|
|
|
|
NBSSX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Focus Fund Investor Class
|
|
|
|
|
|
J.Safra Asset Management Corp
|
|
|
|
|
|
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
|
|
|
|
|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
|
|
|
|
|
Detalus Advisors, LLC
|
|
|
|
|
|
Creative Capital Management Investments LLC
|
|
|
|
|
|
Engineers Gate Manager LP
|
|
|
|
|
|
Obermeyer Wood Investment Counsel, Lllp
|
|
|
|
|
|
Park National Corp /oh/
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
Sig Brokerage, Lp
|
|
|
|
|
|
DDVAX - Delaware Group Equity Funds Ii - Delaware Value Fund Class A
|
|
|
|
|
|
JHDRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 2 Fund Class R6
|
|
|
|
|
|
Commerzbank Aktiengesellschaft /fi
|
|
|
|
|
|
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
|
|
|
|
|
TCI Wealth Advisors, Inc.
|
|
|
|
|
|
IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A
|
|
|
|
|
|
Sigma Planning Corp
|
|
|
|
|
|
Independence Bank of Kentucky
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
Wealth Preservation Advisors, LLC
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
DIVD - EA Series Trust - Altrius Global Dividend ETF
|
|
|
|
|
|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo C&B Large Cap Value Portfolio C&B Large Cap Value Portfolio
|
|
|
|
|
|
PWV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Large Cap Value ETF
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
QAAGZX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Health Sciences Portfolio
|
|
|
|
|
|
PACIFIC SELECT FUND - Value Advantage Portfolio Class I
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
Valued Wealth Advisors LLC
|
|
|
|
|
|
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
|
Foundations Investment Advisors, LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Advanced Strategies Portfolio
|
|
|
|
|
|
Sheaff Brock Investment Advisors, LLC
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
FLPSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock Fund
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
AdvisorShares Investments LLC
|
|
|
|
|
|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
TBDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON DIVERSIFIED GROWTH FUND Class A
|
|
|
|
|
|
CVY - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Zacks Multi-Asset Income ETF
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
Grassi Investment Management
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
IMG Wealth Management, Inc.
|
|
|
|
|
|
Citizens National Bank Trust Department
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
IPEAX - Voya INVESTORS TRUST - Voya Large Cap Value Portfolio Class ADV
|
|
|
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|
|
National Asset Management, Inc.
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
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|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
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|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
3Chopt Investment Partners, LLC
|
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|
Dumont & Blake Investment Advisors Llc
|
|
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|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
Global Trust Asset Management, LLC
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Global Tactical Allocation Portfolio Initial Class
|
|
|
|
|
|
Trust Co Of Toledo Na /oh/
|
|
|
|
|
|
LSOFX - VALUED ADVISERS TRUST - LS Opportunity Fund - Institutional Class
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Large Company Value Portfolio Large Company Value Portfolio
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
Maven Securities LTD
|
|
|
|
|
|
NDVR, Inc.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class
|
|
|
|
|
|
TMMAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed Managed Volatility Fund Class F
|
|
|
|
|
|
NWAYX - NATIONWIDE MUTUAL FUNDS - Nationwide GQG US Quality Equity Fund Eagle Class
|
|
|
|
|
|
Dorsey & Whitney Trust CO LLC
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Health Care Fund Variable Annuity
|
|
|
|
|
|
Capital Research Global Investors
|
|
|
|
|
|
Wood Tarver Financial Group, LLC
|
|
|
|
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|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
Cornerstone Wealth Management, LLC
|
|
|
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|
|
Alteri Wealth LLC
|
|
|
|
|
|
Winton Capital Group Ltd
|
|
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|
Eqis Capital Management, Inc.
|
|
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SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
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|
Oak Associates Ltd /oh/
|
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|
Carret Asset Management, Llc
|
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|
CFO4Life Group, LLC
|
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|
Moisand Fitzgerald Tamayo, LLC
|
|
|
|
|
|
SNS Financial Group, LLC
|
|
|
|
|
|
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
|
|
|
|
|
PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
|
Tranquilli Financial Advisor LLC
|
|
|
|
|
|
Jain Global LLC
|
|
|
|
|
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
|
|
|
|
Kennebec Savings Bank
|
|
|
|
|
|
Clark & Stuart, Inc
|
|
|
|
|
|
Public Investment Fund
|
|
|
|
|
|
Spears Abacus Advisors LLC
|
|
|
|
|
|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Event Driven Equity Fund Investor A
|
|
|
|
|
|
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
|
|
|
|
West Branch Capital LLC
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
ISAM Funds (UK) Ltd
|
|
|
|
|
|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
|
|
|
|
|
EARAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A
|
|
|
|
|
|
Keebeck Alpha, LP
|
|
|
|
|
|
Platinum Investment Management Ltd
|
|
|
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|
|
Maseco Llp
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
USISX - USAA MUTUAL FUNDS TRUST - Income Stock Fund Shares
|
|
|
|
|
|
Transce3nd, LLC
|
|
|
|
|
|
Douglass Winthrop Advisors, LLC
|
|
|
|
|
|
Norway Savings Bank
|
|
|
|
|
|
Wilkins Investment Counsel Inc
|
|
|
|
|
|
FCFY - FIRST TRUST EXCHANGE-TRADED FUND - First Trust S&P 500 Diversified Free Cash Flow ETF
|
|
|
|
|
|
PRWAX - T. Rowe Price New America Growth Fund, Inc. - T. Rowe Price New America Growth Fund
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Total Return Series Initial Class
|
|
|
|
|
|
OALVX - Optimum Fund Trust - Optimum Large Cap Value Fund Class A
|
|
|
|
|
|
Nicolet Advisory Services, Llc
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
Wedmont Private Capital
|
|
|
|
|
|
Avantra Family Wealth, Inc.
|
|
|
|
|
|
FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class
|
|
|
|
|
|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
|
|
|
|
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH
|
|
|
|
|
|
Emerald Investment Partners, Llc
|
|
|
|
|
|
Twin Capital Management Inc
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
|
|
|
|
|
APG Asset Management N.V.
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Growth Series Initial Class
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
Bellwether Advisors, LLC
|
|
|
|
|
|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Avalon Trust Co
|
|
|
|
|
|
Brighthouse Funds Trust I - T. Rowe Price Large Cap Value Portfolio Class A
|
|
|
|
|
|
Burney Co/
|
|
|
|
|
|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
|
|
|
|
Brown, Lisle/cummings, Inc.
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
|
|
Portside Wealth Group, LLC
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Value Series Initial Class
|
|
|
|
|
|
Motco
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
N.E.W. Advisory Services LLC
|
|
|
|
|
|
Mediolanum International Funds Ltd
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
Gsa Capital Partners Llp
|
|
|
|
|
|
NFP Retirement, Inc.
|
|
|
|
|
|
SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF
|
|
|
|
|
|
Graney & King, LLC
|
|
|
|
|
|
GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class
|
|
|
|
|
|
Brandywine Trust Co
|
|
|
|
|
|
FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
Mainstay Capital Management Llc /adv
|
|
|
|
|
|
FSA Wealth Management LLC
|
|
|
|
|
|
Oliver Lagore Vanvalin Investment Group
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
Qtron Investments LLC
|
|
|
|
|
|
Albion Financial Group /ut
|
|
|
|
|
|
Foster Victor Wealth Advisors, LLC
|
|
|
|
|
|
Illinois Municipal Retirement Fund
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio
|
|
|
|
|
|
Jnl Series Trust - Jnl/s&p 4 Fund (a)
|
|
|
|
|
|
Plimoth Trust Co Llc
|
|
|
|
|
|
Mork Capital Management, LLC
|
|
|
|
|
|
Clearview Wealth Advisors LLC
|
|
|
|
|
|
Grantham, Mayo, Van Otterloo & Co. LLC
|
|
|
|
|
|
GPIGX - GPS Funds II - GuidePath(R) Growth and Income Fund
|
|
|
|
|
|
OneAscent Family Office, LLC
|
|
|
|
|
|
Assenagon Asset Management S.A.
|
|
|
|
|
|
Eads & Heald Wealth Management
|
|
|
|
|
|
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class
|
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
|
Tower View Investment Management & Research LLC
|
|
|
|
|
|
Pure Portfolios Holdings Llc
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
Total Investment Management Inc
|
|
|
|
|
|
Florida Financial Advisors, Llc
|
|
|
|
|
|
Everett Harris & Co /ca/
|
|
|
|
|
|
VLUE - iSHARES TRUST - iShares Edge MSCI USA Value Factor ETF
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
JT Stratford LLC
|
|
|
|
|
|
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B
|
|
|
|
|
|
Citizens Financial Group Inc/ri
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares
|
|
|
|
|
|
Goelzer Investment Management, Inc.
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
CJM Wealth Advisers, Ltd.
|
|
|
|
|
|
Banyan Capital Management, Inc.
|
|
|
|
|
|
Rakuten Securities, Inc.
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
|
|
|
|
Joel Isaacson & Co., LLC
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
CarsonAllaria Wealth Management, Ltd.
|
|
|
|
|
|
Metis Global Partners, LLC
|
|
|
|
|
|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
|
|
|
|
Bayforest Capital Ltd
|
|
|
|
|
|
Laurion Capital Management LP
|
|
|
|
|
|
Spinnaker Trust
|
|
|
|
|
|
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF
|
|
|
|
|
|
Palumbo Wealth Management LLC
|
|
|
|
|
|
Manchester Financial Inc
|
|
|
|
|
|
MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF
|
|
|
|
|
|
Chevy Chase Trust Holdings, Inc.
|
|
|
|
|
|
FEQTX - FIDELITY FINANCIAL TRUST - Fidelity Equity Dividend Income Fund
|
|
|
|
|
|
Proficio Capital Partners LLC
|
|
|
|
|
|
UniSuper Management Pty Ltd
|
|
|
|
|
|
NYVTX - DAVIS NEW YORK VENTURE FUND INC - Davis New York Venture Fund Class A
|
|
|
|
|
|
Retirement Systems of Alabama
|
|
|
|
|
|
Parallax Volatility Advisers, L.P.
|
|
|
|
|
|
Canandaigua National Trust Co of Florida
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
BRWAX - MFS SERIES TRUST X - MFS Blended Research Growth Equity Fund A
|
|
|
|
|
|
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
TQGEX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM Global Equity Fund
|
|
|
|
|
|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
|
|
|
|
|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
|
|
|
|
Aristotle Atlantic Partners, Llc
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
Ramirez Asset Management, Inc.
|
|
|
|
|
|
Semmax Financial Advisors Inc.
|
|
|
|
|
|
DGFAX - DAVIS NEW YORK VENTURE FUND INC - Davis Global Fund Class A
|
|
|
|
|
|
JAEEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Equity Income Trust NAV
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
|
|
|
|
|
EQNAX - MFS SERIES TRUST VII - MFS Equity Income Fund A
|
|
|
|
|
|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
|
|
|
|
|
Retirement Planning Co of New England, Inc.
|
|
|
|
|
|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
|
|
|
Lipe & Dalton
|
|
|
|
|
|
Integrity Alliance, Llc.
|
|
|
|
|
|
Institutional Investment Strategy Fund
|
|
|
|
|
|
VFLO - Victory Portfolios II - VictoryShares Free Cash Flow ETF
|
|
|
|
|
|
FSM Wealth Advisors, LLC
|
|
|
|
|
|
Robeco Institutional Asset Management B.V.
|
|
|
|
|
|
Adage Capital Partners Gp, L.l.c.
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
DFMAX - ADVISORS SERIES TRUST - Davidson Multi-Cap Equity Fund Class A
|
|
|
|
|
|
Kentucky Retirement Systems
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
Capital Square, LLC
|
|
|
|
|
|
Morgan Dempsey Capital Management Llc
|
|
|
|
|
|
Algert Global Llc
|
|
|
|
|
|
Maj Invest Holding A/S
|
|
|
|
|
|
Axxcess Wealth Management, Llc
|
|
|
|
|
|
Twin Tree Management, LP
|
|
|
|
|
|
Brown Financial Advisors
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
BIGRX - American Century Quantitative Equity Funds, Inc. - Income & Growth Fund Investor Class
|
|
|
|
|
|
New Millennium Group LLC
|
|
|
|
|
|
Stonebridge Capital Advisors LLC
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
Eisler Capital Management Ltd.
|
|
|
|
|
|
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB
|
|
|
|
|
|
Asset Planning,Inc
|
|
|
|
|
|
Barton Investment Management
|
|
|
|
|
|
TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund
|
|
|
|
|
|
Capstone Financial Advisors, Inc.
|
|
|
|
|
|
Principal Street Partners, LLC
|
|
|
|
|
|
Columbia Asset Management
|
|
|
|
|
|
Hartford Financial Management Inc.
|
|
|
|
|
|
Radnor Capital Management, LLC
|
|
|
|
|
|
Sentinus, LLC
|
|
|
|
|
|
SLASX - SELECTED AMERICAN SHARES INC - SELECTED AMERICAN SHARES INC Class S
|
|
|
|
|
|
Intrua Financial, LLC
|
|
|
|
|
|
LBWAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Diversified US Large Cap Value Fund Class A
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
Middleton & Co Inc/ma
|
|
|
|
|
|
Wellington Shields Capital Management, LLC
|
|
|
|
|
|
Massachusetts Financial Services Co /ma/
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
Squarepoint Ops LLC
|
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FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
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GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional
|
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|
Northstar Group, Inc.
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PRDGX - T. Rowe Price Dividend Growth Fund, Inc. - T. Rowe Price Dividend Growth Fund, Inc.
|
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|
Violich Capital Management, Inc.
|
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Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
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|
West Paces Advisors Inc.
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Parsons Capital Management Inc/ri
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Mesirow Financial Investment Management, Inc.
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THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
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|
Horan Capital Advisors, LLC.
|
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|
Caldwell Securities, Inc
|
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Chesley Taft & Associates LLC
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TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
|
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|
Essex Savings Bank
|
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Morton Community Bank
|
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AADEX - AMERICAN BEACON FUNDS - American Beacon Large Cap Value Fund Institutional Class
|
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|
Madrona Financial Services, LLC
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Stack Financial Management, Inc
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TCG Advisory Services, LLC
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EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
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KRMA - Global X Funds - Global X Conscious Companies ETF
|
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Aull & Monroe Investment Management Corp
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Wolff Wiese Magana Llc
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Haverford Trust Co
|
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Quent Capital, LLC
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Talon Private Wealth, LLC
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Coastal Bridge Advisors, LLC
|
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BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares
|
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|
Parkworth Wealth Management, Inc.
|
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FineMark National Bank & Trust
|
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MML SERIES INVESTMENT FUND - MML Equity Income Fund Initial Class
|
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BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
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LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
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Aquatic Capital Management LLC
|
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Mission Wealth Management, Lp
|
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Caisse Des Depots Et Consignations
|
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Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
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GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
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FLRG - FIDELITY COVINGTON TRUST - Fidelity U.S. Multifactor ETF
|
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Cubist Systematic Strategies, LLC
|
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BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF
|
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Golden State Wealth Management, LLC
|
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Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
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|
Capital Advisors, Ltd. LLC
|
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Balanced Fund Service Class
|
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Thrivent Core Funds - Thrivent Core Low Volatility Equity Fund
|
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Lsv Asset Management
|
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Wealth Enhancement Advisory Services, Llc
|
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First Interstate Bank
|
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Evernest Financial Advisors, LLC
|
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Sound Income Strategies, LLC
|
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Systematic Alpha Investments, LLC
|
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United Community Bank
|
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Segment Wealth Management, LLC
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New York Life Investment Management Llc
|
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One Wealth Advisors, LLC
|
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TNBIX - 1290 Funds - 1290 SmartBeta Equity Fund Class I
|
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FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
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|
EagleClaw Capital Managment, LLC
|
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Everpar Advisors Llc
|
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SEUIX - Sei Institutional Managed Trust - Simt Large Cap Value Fund Class I
|
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|
Continuum Advisory, LLC
|
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TLGWX - TIAA-CREF LIFE FUNDS - Growth & Income Fund
|
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VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
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|
Foundry Partners, LLC
|
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|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
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|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
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|
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class
|
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|
Rafferty Asset Management, LLC
|
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Boston Private Wealth Llc
|
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SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
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|
Quaker Wealth Management, LLC
|
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SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
|
|
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|
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class
|
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|
Cambridge Investment Research Advisors, Inc.
|
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WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
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|
Paradigm Asset Management Co Llc
|
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|
Avantax Advisory Services, Inc.
|
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XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
|
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|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
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|
Truist Financial Corp
|
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RILA - Spinnaker ETF Series - Indexperts Gorilla Aggressive Growth ETF
|
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|
PineBridge Investments, L.P.
|
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|
Waterfront Wealth Inc.
|
|
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|
|
IRVIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Value Index Portfolio Class I
|
|
|
|
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|
CNB Bank
|
|
|
|
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|
Nemes Rush Group LLC
|
|
|
|
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|
Oarsman Capital, Inc.
|
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|
USMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA ETF
|
|
|
|
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|
USAWX - USAA MUTUAL FUNDS TRUST - World Growth Fund Shares
|
|
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|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
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|
Crossmark Global Holdings, Inc.
|
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|
Sfmg, Llc
|
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|
Gabelli Healthcare & Wellnessrx Trust
|
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|
|
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|
Tanglewood Legacy Advisors, LLC
|
|
|
|
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|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
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|
Zrc Wealth Management, Llc
|
|
|
|
|
|
VCBCX - VALIC Co I - Blue Chip Growth Fund
|
|
|
|
|
|
Ellevest, Inc.
|
|
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|
Tocqueville Asset Management L.p.
|
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|
Roberts Glore & Co Inc /il/
|
|
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|
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|
Bfsg, Llc
|
|
|
|
|
|
ASLV - ALLSPRING EXCHANGE-TRADED FUNDS TRUST - Allspring Special Large Value ETF
|
|
|
|
|
|
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Core Equity Portfolio Initial Class
|
|
|
|
|
|
HLIEX - JPMORGAN TRUST II - JPMorgan Equity Income Fund Class I
|
|
|
|
|
|
Flagship Harbor Advisors, Llc
|
|
|
|
|
|
MDPL - Northern Lights Fund Trust IV - Monarch Dividend Plus Index ETF
|
|
|
|
|
|
Distillate Capital Partners LLC
|
|
|
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|
|
Cornerstone Advisory, LLC
|
|
|
|
|
|
Kanawha Capital Management Llc
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Global Growth and Income Fund Class 1
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
|
|
|
|
|
Voya Global Advantage & Premium Opportunity Fund
|
|
|
|
|
|
Pallas Capital Advisors LLC
|
|
|
|
|
|
BWLAX - AMERICAN BEACON FUNDS - American Beacon Bridgeway Large Cap Value Fund A Class
|
|
|
|
|
|
Norden Group Llc
|
|
|
|
|
|
CCMG - EA Series Trust - CCM Global Equity ETF
|
|
|
|
|
|
UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
ACLC - AMERICAN CENTURY ETF TRUST - American Century Sustainable Equity ETF
|
|
|
|
|
|
Camden Capital, LLC
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
FEQIX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income Fund
|
|
|
|
|
|
Humankind Benefit Corp - Humankind US Stock ETF
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
B. Metzler seel. Sohn & Co. AG
|
|
|
|
|
|
Koesten, Hirschmann & Crabtree, INC.
|
|
|
|
|
|
FCLKX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock K6 Fund
|
|
|
|
|
|
Dodge & Cox
|
|
|
|
|
|
Chicago Partners Investment Group LLC
|
|
|
|
|
|
Providence Capital Advisors, LLC
|
|
|
|
|
|
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F
|
|
|
|
|
|
HCPIX - Profunds - Health Care Ultrasector Profund Investor Class
|
|
|
|
|
|
Spirepoint Private Client, Llc
|
|
|
|
|
|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
|
|
|
|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
|
|
|
|
Blackrock Enhanced Equity Dividend Trust
|
|
|
|
|
|
DDIAX - Delaware Group Equity Funds V - Delaware Wealth Builder Fund Class A
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
Samalin Investment Counsel, LLC
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
|
|
|
Freestone Grove Partners LP
|
|
|
|
|
|
LSVMX - ADVISORS' INNER CIRCLE FUND - LSV U.S. MANAGED VOLATILITY FUND Institutional Class Shares
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
|
|
|
Opal Wealth Advisors, LLC
|
|
|
|
|
|
Sebold Capital Management, Inc.
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
Scoggin Management Lp
|
|
|
|
|
|
ACVF - ETF Opportunities Trust - American Conservative Values ETF
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
Westpac Banking Corp
|
|
|
|
|
|
Berkshire Asset Management Llc/pa
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
Evoke Wealth, Llc
|
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
|
Trust Asset Management LLC
|
|
|
|
|
|
Davis R M Inc
|
|
|
|
|
|
SVBAX - JOHN HANCOCK INVESTMENT TRUST - Balanced Fund Class A
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
ASGCX - ALLSPRING FUNDS TRUST - Allspring Global Long/Short Equity Fund Class C
|
|
|
|
|
|
Sienna Gestion
|
|
|
|
|
|
Tidemark, LLC
|
|
|
|
|
|
TSWEX - JOHCM Funds Trust - TSW Large Cap Value Fund Advisor Shares
|
|
|
|
|
|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
|
|
|
|
AIVL - WisdomTree Trust - WisdomTree U.S. Dividend ex-Financials Fund N/A
|
|
|
|
|
|
Te Ahumairangi Investment Management Ltd
|
|
|
|
|
|
SVTAX - Sei Institutional Managed Trust - Simt Global Managed Volatility Fund Class F
|
|
|
|
|
|
Brighthouse Funds Trust II - MFS Value Portfolio Class A
|
|
|
|
|
|
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
|
|
|
|
|
|
Eq Wealth Advisors, Llc
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
|
|
|
|
|
Cornercap Investment Counsel Inc
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
|
Garrett Investment Advisors LLC
|
|
|
|
|
|
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A
|
|
|
|
|
|
Trust Point Inc.
|
|
|
|
|
|
Tritonpoint Wealth, Llc
|
|
|
|
|
|
HNASX - HOMESTEAD FUNDS INC - Growth Fund
|
|
|
|
|
|
Ironwood Financial, llc
|
|
|
|
|
|
MorganRosel Wealth Management, LLC
|
|
|
|
|
|
TRLGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Growth Fund
|
|
|
|
|
|
FFLV - FIDELITY COVINGTON TRUST - Fidelity Fundamental Large Cap Value ETF
|
|
|
|
|
|
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6
|
|
|
|
|
|
Vinva Investment Management Ltd
|
|
|
|
|
|
Kestra Investment Management, LLC
|
|
|
|
|
|
Foster & Motley Inc
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
Davis Selected Advisers
|
|
|
|
|
|
Mn Services Vermogensbeheer B.V.
|
|
|
|
|
|
Campion Asset Management LLC
|
|
|
|
|
|
Red Tortoise LLC
|
|
|
|
|
|
Horiko Capital Management Llc
|
|
|
|
|
|
Susquehanna Fundamental Investments, Llc
|
|
|
|
|
|
Freedom Day Solutions, LLC
|
|
|
|
|
|
CWA Asset Management Group, LLC
|
|
|
|
|
|
FFLC - FIDELITY COVINGTON TRUST - Fidelity New Millennium ETF
|
|
|
|
|
|
Keynote Financial Services Llc
|
|
|
|
|
|
ZABDFX - American Beacon Institutional Funds Trust - American Beacon Diversified Fund AAL Class
|
|
|
|
|
|
SS&H Financial Advisors, Inc.
|
|
|
|
|
|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
|
|
|
|
CVLFX - CULLEN FUNDS TRUST - Cullen Value Fund Class C
|
|
|
|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
|
|
|
|
|
|
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
|
|
|
|
|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
|
|
|
|
|
FHLC - FIDELITY COVINGTON TRUST - Fidelity MSCI Health Care Index ETF
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
|
|
|
|
|
LQPE - Tidal Trust III - PEO AlphaQuest(TM) Thematic PE ETF
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
Investment Management Corp of Ontario
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
Prelude Capital Management, Llc
|
|
|
|
|
|
QGI2Q - VARIABLE INSURANCE PRODUCTS FUND III - Growth & Income Portfolio Initial Class
|
|
|
|
|
|
Rogco, Lp
|
|
|
|
|
|
LDVCX - Investment Managers Series Trust II - AXS Thomson Reuters Venture Capital Return Tracker Fund Class C Shares
|
|
|
|
|
|
BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
Guerra Pan Advisors, Llc
|
|
|
|
|
|
Triglav Skladi, D.o.o.
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
Capital Investment Advisors, LLC
|
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
|
GVLU - Tidal ETF Trust - Gotham 1000 Value ETF
|
|
|
|
|
|
VMVLX - VANGUARD WORLD FUND - Vanguard Mega Cap Value Index Fund Institutional Shares
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
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|
|
|
|
Occudo Quantitative Strategies Lp
|
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|
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|
Old National Bancorp /in/
|
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|
GQG Partners LLC
|
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|
Barclays Plc
|
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|
Sterling Capital Management LLC
|
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|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
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|
Financial Engines Advisors L.L.C.
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|
Creegan & Nassoura Financial Group, LLC
|
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|
FSPHX - FIDELITY SELECT PORTFOLIOS - Health Care Portfolio
|
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|
Cheviot Value Management, LLC
|
|
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FBCV - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Value ETF
|
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|
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|
Prudential Plc
|
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|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1
|
|
|
|
|
|
Catalytic Wealth RIA, LLC
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Income Portfolio
|
|
|
|
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|
Global Wealth Strategies & Associates
|
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|
Moore Capital Management, Lp
|
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SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A
|
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|
Walleye Trading LLC
|
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J. L. Bainbridge & Co., Inc.
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Correct Capital Wealth Management
|
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Cranbrook Wealth Management, LLC
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Cohen Klingenstein LLC
|
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|
DELAWARE VIP TRUST - Delaware VIP Growth and Income Series Standard
|
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|
Alhambra Investment Partners LLC
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|
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NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
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|
Mowery & Schoenfeld Wealth Management, LLC
|
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TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
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S.A. Mason LLC
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Spire Wealth Management
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Raleigh Capital Management Inc.
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Bank Of Montreal /can/
|
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ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
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AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
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Wolverine Trading, Llc
|
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Hudson Capital Management LLC
|
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|
CZMGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Institutional Class
|
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DiNuzzo Private Wealth, Inc.
|
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AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
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Rockefeller Capital Management L.P.
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Nomura Holdings Inc
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ORG Wealth Partners, LLC
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Highland Capital Management, Llc
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Capital Investment Advisory Services, LLC
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Federation des caisses Desjardins du Quebec
|
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BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
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McGowan Group Asset Management, Inc.
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Altrius Capital Management Inc
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Mpwm Advisory Solutions, Llc
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Mutual Advisors, LLC
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City Holding Co
|
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Farmers & Merchants Trust Co of Long Beach
|
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Matrix Private Capital Group Llc
|
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USA Financial Portformulas Corp
|
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PKAIX - PIMCO Equity Series - PIMCO RAE US Fund Institutional Class
|
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|
Cannon Advisors, Inc.
|
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|
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P
|
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|
State of Tennessee, Treasury Department
|
|
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|
Meiji Yasuda Asset Management Co Ltd.
|
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|
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Sustainable Equity Portfolio Class I
|
|
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|
Hartland & Co., LLC
|
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SGFFX - SPARROW FUNDS - Sparrow Growth Fund Class A
|
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|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
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|
Journey Strategic Wealth Llc
|
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|
Bridgewater Associates, LP
|
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Fiduciary Alliance LLC
|
|
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LGCAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Global Equity Research Fund Class A
|
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JAVAX - JAMES ADVANTAGE FUNDS - James Aggressive Allocation Fund
|
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|
Trillium Asset Management, Llc
|
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|
FWOZX - FIDELITY SUMMER STREET TRUST - Fidelity Women's Leadership Fund Fidelity Advisor Women's Leadership Fund: Class Z
|
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|
Maripau Wealth Management Llc
|
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|
WASHINGTON TRUST Co
|
|
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|
Global Wealth Management Investment Advisory, Inc.
|
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|
IXJ - iSHARES TRUST - iShares Global Healthcare ETF
|
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|
|
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
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Schroder Investment Management Group
|
|
|
|
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|
PUTNAM VARIABLE TRUST - Putnam VT Equity Income Fund Class IA Shares
|
|
|
|
|
|
FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
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|
|
Scotia Capital Inc.
|
|
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|
ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A
|
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|
Jones Financial Companies Lllp
|
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|
DRW Securities, LLC
|
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|
Plancorp, LLC
|
|
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|
Cairn Investment Group, Inc.
|
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|
Brave Asset Management Inc
|
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|
Lyrical Asset Management Lp
|
|
|
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|
|
GABELLI & Co INVESTMENT ADVISERS, INC.
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
Empower Advisory Group, LLC
|
|
|
|
|
|
Greenfield Savings Bank
|
|
|
|
|
|
Aries Wealth Management
|
|
|
|
|
|
PRFDX - T. Rowe Price Equity Income Fund, Inc. - T. Rowe Price Equity Income Fund
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Nationwide Fund Class I
|
|
|
|
|
|
Ironwood Investment Counsel, LLC
|
|
|
|
|
|
Two Sigma Securities, Llc
|
|
|
|
|
|
Delta Financial Advisors Llc
|
|
|
|
|
|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
|
|
|
|
|
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF
|
|
|
|
|
|
Nuveen Multi-Asset Income Fund
|
|
|
|
|
|
CGGO - Capital Group Global Growth Equity ETF - Capital Group Global Growth Equity ETF Share Class
|
|
|
|
|
|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
|
|
|
|
|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Procyon Private Wealth Partners, LLC
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
Stratos Wealth Advisors, LLC
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
Somerset Trust Co
|
|
|
|
|
|
Morris Financial Concepts, Inc.
|
|
|
|
|
|
VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares
|
|
|
|
|
|
Integrated Investment Consultants, LLC
|
|
|
|
|
|
Leavell Investment Management, Inc.
|
|
|
|
|
|
Shore Point Advisors, LLC
|
|
|
|
|
|
Legend Financial Advisors, Inc.
|
|
|
|
|
|
FUNL - Advisor Managed Portfolios - CornerCap Fundametrics Large-Cap ETF
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
Pettee Investors, Inc.
|
|
|
|
|
|
SJVCX - STEWARD FUNDS, INC. - Steward Large Cap Value Fund Class C
|
|
|
|
|
|
Wharton Business Group, LLC
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
McAdam, LLC
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
Marco Investment Management Llc
|
|
|
|
|
|
E. Ohman J:or Asset Management AB
|
|
|
|
|
|
Ipswich Investment Management Co., Inc.
|
|
|
|
|
|
Raiffeisen Bank International AG
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares
|
|
|
|
|
|
LifePlan Financial, LLC
|
|
|
|
|
|
FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class
|
|
|
|
|
|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
|
|
|
|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
|
|
|
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
DSHFX - Brinker Capital Destinations Trust - Destinations Shelter Fund Class I
|
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
Gts Securities Llc
|
|
|
|
|
|
Dai-Ichi Life Insurance Company, Ltd
|
|
|
|
|
|
Sound View Wealth Advisors Group, LLC
|
|
|
|
|
|
J. Safra Sarasin Holding AG
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
Kmg Fiduciary Partners, Llc
|
|
|
|
|
|
Crews Bank & Trust
|
|
|
|
|
|
GIMFX - GMO TRUST - GMO Implementation Fund
|
|
|
|
|
|
Congress Wealth Management LLC / DE /
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
|
|
|
|
Chung Wu Investment Group, LLC
|
|
|
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
Bridges Investment Management Inc
|
|
|
|
|
|
Wsfs Capital Management, Llc
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Basic Value V.I. Fund Class I
|
|
|
|
|
|
QLC - FlexShares Trust - FlexShares US Quality Large Cap Index Fund
|
|
|
|
|
|
Austin Private Wealth, LLC
|
|
|
|
|
|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
Panagora Asset Management Inc
|
|
|
|
|
|
Employees Retirement System of Texas
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
ULVM - Victory Portfolios II - VictoryShares USAA MSCI USA Value Momentum ETF
|
|
|
|
|
|
Outfitter Financial LLC
|
|
|
|
|
|
Purkiss Capital Advisors LLC
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
FDHT - FIDELITY COVINGTON TRUST - Fidelity Digital Health ETF
|
|
|
|
|
|
Auxier Asset Management
|
|
|
|
|
|
RXL - PROSHARES TRUST - ProShares Ultra Health Care
|
|
|
|
|
|
Williams Jones Wealth Management, LLC.
|
|
|
|
|
|
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
|
|
|
|
|
ICONIQ Capital, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3
|
|
|
|
|
|
WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
|
|
|
|
|
|
GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class
|
|
|
|
|
|
Aware Super Pty Ltd as trustee of Aware Super
|
|
|
|
|
|
Generali Investments CEE, investicni spolecnost, a.s.
|
|
|
|
|
|
Waterloo Capital, L.P.
|
|
|
|
|
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
|
|
|
|
|
|
FDWM - FIDELITY COVINGTON TRUST - Fidelity Women's Leadership ETF
|
|
|
|
|
|
Unison Advisors LLC
|
|
|
|
|
|
Steel Peak Wealth Management LLC
|
|
|
|
|
|
Hilltop National Bank
|
|
|
|
|
|
Lmcg Investments, Llc
|
|
|
|
|
|
Howland Capital Management Llc
|
|
|
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
|
|
|
|
|
|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
|
|
|
|
Brookwood Investment Group LLC
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
DIFAX - MFS SERIES TRUST XIII - MFS Diversified Income Fund A
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Disciplined Core Value Fund Service Class
|
|
|
|
|
|
SJCAX - STEWARD FUNDS, INC. - Steward Large Cap Core Fund Class A
|
|
|
|
|
|
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund
|
|
|
|
|
|
Insigneo Advisory Services, Llc
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
Vermillion & White Wealth Management Group, LLC
|
|
|
|
|
|
Financial Advisory Service, Inc.
|
|
|
|
|
|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
Sittner & Nelson, Llc
|
|
|
|
|
|
FourThought Financial Partners, LLC
|
|
|
|
|
|
Los Angeles Capital Management Llc
|
|
|
|
|
|
Thompson Siegel & Walmsley Llc
|
|
|
|
|
|
Wambolt & Associates, LLC
|
|
|
|
|
|
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
|
|
|
|
|
Newman Dignan & Sheerar, Inc.
|
|
|
|
|
|
Bdf-gestion
|
|
|
|
|
|
AFDIX - American Century Mutual Funds, Inc. - Sustainable Equity Fund Investor Class
|
|
|
|
|
|
MFWTX - MFS SERIES TRUST VI - MFS Global Total Return Fund A
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
|
|
|
|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
|
|
|
|
Navalign, LLC
|
|
|
|
|
|
Asahi Life Asset Management Co., Ltd.
|
|
|
|
|
|
Riverview Trust Co
|
|
|
|
|
|
Wesbanco Bank Inc
|
|
|
|
|
|
NAWGX - Voya MUTUAL FUNDS - Voya Global Equity Fund Class A
|
|
|
|
|
|
Oddo Bhf Asset Management Sas
|
|
|
|
|
|
Focused Wealth Management, Inc
|
|
|
|
|
|
Ifrah Financial Services, Inc.
|
|
|
|
|
|
American Investment Services, Inc.
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
Altfest L J & Co Inc
|
|
|
|
|
|
Empirical Finance, LLC
|
|
|
|
|
|
Gilbert & Cook, Inc.
|
|
|
|
|
|
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
|
|
|
|
|
Scott Marsh Financial, LLC
|
|
|
|
|
|
Davis Investment Partners, LLC
|
|
|
|
|
|
Pure Financial Advisors, Inc.
|
|
|
|
|
|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
|
|
|
Bank of New Hampshire
|
|
|
|
|
|
XHS - SPDR SERIES TRUST - SPDR(R) S&P(R) Health Care Services ETF
|
|
|
|
|
|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
|
|
|
|
|
Ocean Capital Management, LLC
|
|
|
|
|
|
Equitable Trust Co
|
|
|
|
|
|
HWLIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Large Cap Value Fund Class I
|
|
|
|
|
|
Cornerstone Total Return Fund Inc
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
SEASONS SERIES TRUST - SA T. Rowe Price Growth Stock Portfolio Class 1
|
|
|
|
|
|
FMILX - FIDELITY MT VERNON STREET TRUST - Fidelity New Millennium Fund
|
|
|
|
|
|
Copia Wealth Management
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
Mystic Asset Management, Inc.
|
|
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JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
|
|
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|
Onefund, Llc
|
|
|
|
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|
VWNDX - VANGUARD WINDSOR FUNDS - Vanguard Windsor Fund Investor Shares
|
|
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|
Westside Investment Management, Inc.
|
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|
Gladstone Institutional Advisory LLC
|
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|
Aviance Capital Partners, LLC
|
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|
Rise Advisors, LLC
|
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Aviva Plc
|
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|
Baader Bank INC
|
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|
Oregon Public Employees Retirement Fund
|
|
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|
Bell Investment Advisors, Inc
|
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|
Supplemental Annuity Collective Trust of NJ
|
|
|
|
|
|
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
|
|
|
|
|
|
DODGX - DODGE & COX FUNDS - Dodge & Cox Stock Fund
|
|
|
|
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|
MFSG - MFS Active Exchange Traded Funds Trust - MFS Active Growth ETF
|
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|
Texas Capital Bank Wealth Management Services Inc
|
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|
Founders Capital Management, Llc
|
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|
Brighton Jones Llc
|
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|
Keybank National Association/oh
|
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|
Lynch Asset Management, Inc.
|
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Alliancebernstein L.p.
|
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|
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Global Responsibility Equity Fund Class A
|
|
|
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|
First Trust Advisors Lp
|
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|
|
|
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USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
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|
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|
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
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|
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|
Concord Asset Management, LLC/VA
|
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|
Childress Capital Advisors, Llc
|
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RBA Wealth Management, LLC
|
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Td Private Client Wealth Llc
|
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|
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB
|
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|
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|
|
E Fund Management Co., Ltd.
|
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|
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|
DecisionPoint Financial, LLC
|
|
|
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NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
|
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|
|
Eagle Strategies LLC
|
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|
Sava Infond d.o.o.
|
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Woodward Diversified Capital, Llc
|
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Diversified Trust Co
|
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|
Arizona State Retirement System
|
|
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|
Bull Street Advisors, LLC
|
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|
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
|
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MDDAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Diversified Value Fund Class A
|
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|
Hazlett, Burt & Watson, Inc.
|
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|
Rehmann Capital Advisory Group
|
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|
Mercer Global Advisors Inc /adv
|
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Financial Perspectives, Inc
|
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|
Sumitomo Mitsui Trust Holdings, Inc.
|
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Hotchkis & Wiley Capital Management Llc
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PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares
|
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Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
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CenterBook Partners LP
|
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Prudent Man Advisors, LLC
|
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Atlantic Trust, LLC
|
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ZDIVX - Zacks Trust - Zacks Dividend Fund Investor Class Shares
|
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|
Strs Ohio
|
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FIL Ltd
|
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Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
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|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
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Brandywine Global Investment Management, LLC
|
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Presilium Private Wealth, Llc
|
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|
Johnson Financial Group, Inc.
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CIBC World Markets Inc.
|
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BMCIX - Blackrock Funds - Blackrock High Equity Income Fund Institutional
|
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PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
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|
Level Four Advisory Services, Llc
|
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|
Payden & Rygel
|
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|
Symmetry Partners, LLC
|
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|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
|
|
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|
|
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A
|
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|
AUENX - AQR Funds - AQR Large Cap Defensive Style Fund Class N
|
|
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|
|
TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares
|
|
|
|
|
|
Heartland Bank & Trust Co
|
|
|
|
|
|
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA MFS Total Return Portfolio Class 1
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
Brandes Investment Partners, Lp
|
|
|
|
|
|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
Allegheny Financial Group LTD
|
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|
Key FInancial Inc
|
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|
Tokio Marine Asset Management Co Ltd
|
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|
Welch Capital Partners Llc/ny
|
|
|
|
|
|
Ivy Variable Insurance Portfolios - Ivy VIP Value Class II
|
|
|
|
|
|
AGH Wealth Advisors, LLC
|
|
|
|
|
|
GHP Investment Advisors, Inc.
|
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|
Weatherly Asset Management L. P.
|
|
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|
|
Millstone Evans Group, LLC
|
|
|
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
Collier Financial
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
Princeton Global Asset Management LLC
|
|
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|
|
waypoint wealth counsel
|
|
|
|
|
|
Regatta Capital Group, Llc
|
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|
|
|
USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A
|
|
|
|
|
|
PARWX - PARNASSUS FUNDS - Parnassus Endeavor Fund Investor Shares
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory RS Large Cap Alpha VIP Series Class I
|
|
|
|
|
|
Great Valley Advisor Group, Inc.
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Growth-Income Fund Class 1
|
|
|
|
|
|
PACIFIC SELECT FUND - Dividend Growth Portfolio Class I
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
Canada Post Corp Registered Pension Plan
|
|
|
|
|
|
National Wealth Management Group, LLC
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
TRVLX - T. Rowe Price Value Fund, Inc. - T. Rowe Price Value Fund, Inc.
|
|
|
|
|
|
VWNFX - VANGUARD WINDSOR FUNDS - Vanguard Windsor II Fund Investor Shares
|
|
|
|
|
|
Aspire Growth Partners LLC
|
|
|
|
|
|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
|
|
|
|
|
Willow Creek Wealth Management Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB
|
|
|
|
|
|
Boston Partners
|
|
|
|
|
|
QVAL - Alpha Architect ETF Trust - Alpha Architect U.S. Quantitative Value ETF
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
MFRFX - MFS SERIES TRUST V - MFS Research Fund A
|
|
|
|
|
|
TDVG - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Dividend Growth ETF
|
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
|
Voleon Capital Management Lp
|
|
|
|
|
|
NOSIX - Northern Funds - Northern Stock Index Fund
|
|
|
|
|
|
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Value Fund Standard Class
|
|
|
|
|
|
FEIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Income Fund Class A
|
|
|
|
|
|
WOGSX - Oak Associates Funds - White Oak Select Growth Fund
|
|
|
|
|
|
JNL SERIES TRUST - JNL Multi-Manager U.S. Select Equity Fund (A)
|
|
|
|
|
|
Peregrine Asset Advisers, Inc.
|
|
|
|
|
|
Signature Resources Capital Management, LLC
|
|
|
|
|
|
Mindset Wealth Management, Llc
|
|
|
|
|
|
SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF
|
|
|
|
|
|
Wellington Shields & Co., LLC
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF
|
|
|
|
|
|
Tacita Capital Inc
|
|
|
|
|
|
Longfellow Investment Management Co Llc
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
Main Street Group, LTD
|
|
|
|
|
|
Old Second National Bank Of Aurora
|
|
|
|
|
|
Quantitative Investment Management, LLC
|
|
|
|
|
|
Central Pacific Bank - Trust Division
|
|
|
|
|
|
Nuveen S&p 500 Buywrite Income Fund
|
|
|
|
|
|
New Mexico Educational Retirement Board
|
|
|
|
|
|
TCTC Holdings, LLC
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
Hikari Power Ltd
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
Delta Asset Management Llc/tn
|
|
|
|
|
|
DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
Narus Financial Partners, LLC
|
|
|
|
|
|
PEYAX - PUTNAM EQUITY INCOME FUND - PUTNAM EQUITY INCOME FUND Class A Shares
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Diversified Value Portfolio
|
|
|
|
|
|
Osterweis Capital Management Inc
|
|
|
|
|
|
VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF
|
|
|
|
|
|
Ti-trust, Inc
|
|
|
|
|
|
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
|
|
|
|
|
McIlrath & Eck, LLC
|
|
|
|
|
|
Seacrest Wealth Management, Llc
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
Connecticut Wealth Management, LLC
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
Quotient Wealth Partners, LLC
|
|
|
|
|
|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
|
|
RPFCX - DAVIS SERIES INC - Davis Appreciation & Income Fund Class A
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
Relyea Zuckerberg Hanson LLC
|
|
|
|
|
|
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
Somerville Kurt F
|
|
|
|
|
|
Wright Investors Service Inc
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
FALAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Large Cap Fund Class A
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
|
|
|
|
|
Arete Wealth Advisors, LLC
|
|
|
|
|
|
Fiduciary Group LLC
|
|
|
|
|
|
BOK Financial Private Wealth, Inc.
|
|
|
|
|
|
Meiji Yasuda Life Insurance Co
|
|
|
|
|
|
Susquehanna Portfolio Strategies, LLC
|
|
|
|
|
|
Horizons Wealth Management
|
|
|
|
|
|
Proathlete Wealth Management Llc
|
|
|
|
|
|
1st Source Bank
|
|
|
|
|
|
UVALX - USAA MUTUAL FUNDS TRUST - Value Fund Shares
|
|
|
|
|
|
CFIMX - Clipper Funds Trust - Clipper Funds Trust
|
|
|
|
|
|
Institute for Wealth Management, LLC.
|
|
|
|
|
|
FVAL - FIDELITY COVINGTON TRUST - Fidelity Value Factor ETF
|
|
|
|
|
|
FTA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Value AlphaDEX Fund
|
|
|
|
|
|
QAAHCX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Income Portfolio
|
|
|
|
|
|
Summit X, LLC
|
|
|
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
|
|
|
|
|
Sheridan Capital Management, LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
|
|
|
|
|
BLB&B Advisors, LLC
|
|
|
|
|
|
Hummer Financial Advisory Services Inc
|
|
|
|
|
|
Cahill Financial Advisors Inc
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
FVALX - FORESTER FUNDS INC - Forester Value Fund Class N
|
|
|
|
|
|
MCF Advisors LLC
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
Unio Capital LLC
|
|
|
|
|
|
OneAscent Financial Services LLC
|
|
|
|
|
|
PRCFX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation and Income Fund
|
|
|
|
|
|
M. Kulyk & Associates, LLC
|
|
|
|
|
|
E&G Advisors, LP
|
|
|
|
|
|
JAFMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Health Sciences Trust NAV
|
|
|
|
|
|
Redwood Investment Management, Llc
|
|
|
|
|
|
Sentry Investment Management Llc
|
|
|
|
|
|
Roof Eidam & Maycock/adv
|
|
|
|
|
|
ACWV - iShares, Inc. - iShares Edge MSCI Min Vol Global ETF
|
|
|
|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
|
|
|
|
AustralianSuper Pty Ltd
|
|
|
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
|
|
|
|
|
Pacific Sage Partners, LLC
|
|
|
|
|
|
DUSA - Davis Fundamental ETF Trust - Davis Select U.S. Equity ETF
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
Banco Santander, S.A.
|
|
|
|
|
|
DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF
|
|
|
|
|
|
Putney Financial Group LLC
|
|
|
|
|
|
Visionary Horizons, LLC
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
IMC-Chicago, LLC
|
|
|
|
|
|
AMF Pensionsforsakring AB
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
|
|
|
|
|
|
FDVKX - FIDELITY PURITAN TRUST - Fidelity Value Discovery K6 Fund
|
|
|
|
|
|
ITRAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Capital Appreciation Portfolio Class ADV
|
|
|
|
|
|
HELO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF
|
|
|
|
|
|
Aigen Investment Management, Lp
|
|
|
|
|
|
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A
|
|
|
|
|
|
V-Square Quantitative Management LLC
|
|
|
|
|
|
PPADX - GMO TRUST - GMO U.S. Opportunistic Value Fund Class III
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
SPC Financial, Inc.
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
Cornerstone Advisors, LLC
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
Sagespring Wealth Partners, Llc
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA WORLD EQUITY INCOME SERIES
|
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|
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|
|
RLCAX - Columbia Funds Series Trust II - Columbia Disciplined Value Fund Class A
|
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THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
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|
Schechter Investment Advisors, LLC
|
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|
DESRX - DEUTSCHE DWS INVESTMENT TRUST - DWS ESG Core Equity Fund Class R
|
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|
Johnson Investment Counsel Inc
|
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|
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio
|
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RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
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SPVU - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Enhanced Value ETF
|
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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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|
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|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
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|
Portfolio Design Labs, LLC
|
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|
Phocas Financial Corp.
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Principal Securities, Inc.
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Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B
|
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FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
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|
DAVENPORT & Co LLC
|
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|
Turtle Creek Wealth Advisors, LLC
|
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Power Wealth Management Llc
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
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|
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JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Fund (I)
|
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|
Deseret Mutual Benefit Administrators
|
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Private Wealth Management Group, LLC
|
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Clough Global Equity Fund
|
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TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
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Clark Capital Management Group, Inc.
|
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Lakewood Capital Management, Lp
|
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PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
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|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
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|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
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Mjp Associates Inc /adv
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Profund Advisors Llc
|
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Warren Averett Asset Management, LLC
|
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QCELX - AQR Funds - AQR Large Cap Multi-Style Fund Class I
|
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Ferguson Wellman Capital Management, Inc
|
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HOVLX - HOMESTEAD FUNDS INC - Value Fund
|
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Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares
|
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Westover Capital Advisors, LLC
|
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CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
|
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|
Wealthcare Advisory Partners LLC
|
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|
Axa S.a.
|
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Strategic Wealth Partners, Ltd.
|
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MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
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|
Diligent Investors, LLC
|
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Roffman Miller Associates Inc /pa/
|
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JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF
|
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|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
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MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund
|
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Achmea Investment Management B.V.
|
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North Star Investment Management Corp.
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Colrain Capital Llc
|
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CENTRAL TRUST Co
|
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Xponance, Inc.
|
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Kentucky Trust Co
|
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THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
|
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|
DME Capital Management, LP
|
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Innovator ETFs Trust - Innovator IBD Breakout Opportunities ETF
|
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|
Barrow Hanley Mewhinney & Strauss Llc
|
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|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Equity Income Portfolio
|
|
|
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|
OALC - UNIFIED SERIES TRUST - OneAscent Large Cap Core ETF
|
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|
Wakefield Asset Management LLLP
|
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Utah Retirement Systems
|
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|
Trust Co Of Oklahoma
|
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EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IB
|
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|
FSLVX - FIDELITY DEVONSHIRE TRUST - Fidelity Stock Selector Large Cap Value Fund
|
|
|
|
|
|
FNKLX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Value Discovery Fund
|
|
|
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|
|
Gen-Wealth Partners Inc
|
|
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|
|
Toroso Investments, LLC
|
|
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|
Tiaa Trust, National Association
|
|
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|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
|
|
|
|
|
FEUS - FlexShares Trust - FlexShares ESG & Climate US Large Cap Core Index Fund
|
|
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|
|
Morningstar Investment Services LLC
|
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|
Edgemoor Investment Advisors, Inc.
|
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|
TVAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Value ETF
|
|
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|
|
Centennial Bank/AR/
|
|
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|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
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|
UGOFX - USAA MUTUAL FUNDS TRUST - Global Managed Volatility Fund Institutional Shares
|
|
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|
|
NorthStar Asset Management LLC /NJ/
|
|
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|
|
|
Shell Asset Management Co
|
|
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|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2
|
|
|
|
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|
Midwest Trust Co
|
|
|
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|
Railway Pension Investments Ltd
|
|
|
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|
Bath Savings Trust Co
|
|
|
|
|
|
Guardian Wealth Advisors, Llc / Nc
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
WFA of San Diego, LLC
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
Tompkins Financial Corp
|
|
|
|
|
|
FBCVX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Value Fund
|
|
|
|
|
|
Pathway Financial Advisers, LLC
|
|
|
|
|
|
IYH - iSHARES TRUST - iShares U.S. Healthcare ETF
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I
|
|
|
|
|
|
WWIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Company Value Fund Administrator Class
|
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
|
|
|
|
|
PAPI - Morgan Stanley ETF Trust - Parametric Equity Premium Income ETF
|
|
|
|
|
|
MRP Capital Investments, LLC
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
Vestmark Advisory Solutions, Inc.
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
Fulton Bank, N.a.
|
|
|
|
|
|
Cary Street Partner Investment Advisory Llc
|
|
|
|
|
|
Advanced Series Trust - Ast T. Rowe Price Large-cap Growth Portfolio
|
|
|
|
|
|
RESGX - GLENMEDE FUND INC - Responsible ESG U.S. Equity Portfolio
|
|
|
|
|
|
KNGZ - FIRST TRUST EXCHANGE-TRADED FUND VI - US Equity Dividend Select ETF
|
|
|
|
|
|
RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF
|
|
|
|
|
|
JB Capital LLC
|
|
|
|
|
|
Siemens Fonds Invest GmbH
|
|
|
|
|
|
NewEdge Wealth, LLC
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
NBSRX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Sustainable Equity Fund Investor Class
|
|
|
|
|
|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
|
|
|
|
1248 Management, LLC
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
Quantbot Technologies LP
|
|
|
|
|
|
Calamos Advisors LLC
|
|
|
|
|
|
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
|
|
|
|
Alpha Family Trust
|
|
|
|
|
|
Godsey & Gibb Associates
|
|
|
|
|
|
NEW YORK LIFE INVESTMENTS VP FUNDS TRUST - NYLI VP MFS Investors Trust Portfolio Service Class
|
|
|
|
|
|
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF
|
|
|
|
|
|
Hudson Canyon Capital Management
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Dividend Value Managed Volatility Fund Standard Class
|
|
|
|
|
|
WTV - WisdomTree Trust - WisdomTree U.S. Quality Shareholder Yield Fund N/A
|
|
|
|
|
|
TQMVX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Value Equity Fund
|
|
|
|
|
|
Financial Life Planners
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
Dakota Wealth Management
|
|
|
|
|
|
Marietta Investment Partners Llc
|
|
|
|
|
|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
BPAIX - RBB FUND, INC. - Boston Partners All-Cap Value Fund INSTITUTIONAL
|
|
|
|
|
|
NSCR - Nushares ETF Trust - Nuveen Sustainable Core ETF
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
Parnassus Investments /ca
|
|
|
|
|
|
Monument Capital Management
|
|
|
|
|
|
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A
|
|
|
|
|
|
Claudia M.p. Batlle, Crp (r) Llc
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
TAM Capital Management Inc.
|
|
|
|
|
|
Moran Wealth Management, LLC
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
RAYD - Advisors' Inner Circle Fund III - Rayliant Quantitative Developed Market Equity ETF
|
|
|
|
|
|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
|
|
|
|
Belpointe Asset Management LLC
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
|
|
|
|
|
|
Archer Investment Corp
|
|
|
|
|
|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
|
|
|
|
PCLCX - PACE SELECT ADVISORS TRUST - PACE Large Co Growth Equity Investments Class P
|
|
|
|
|
|
West Financial Advisors, LLC
|
|
|
|
|
|
BloombergSen Inc.
|
|
|
|
|
|
JAVA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF
|
|
|
|
|
|
Keystone Financial Services
|
|
|
|
|
|
HORAN Wealth, LLC
|
|
|
|
|
|
Woodline Partners LP
|
|
|
|
|
|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
|
|
|
|
Lynch & Associates/in
|
|
|
|
|
|
LCORX - Managed Portfolio Series - Leuthold Core Investment Fund Retail Class
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
Cherry Tree Wealth Management, LLC
|
|
|
|
|
|
Legato Capital Management LLC
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
Evermay Wealth Management Llc
|
|
|
|
|
|
Prosperity Consulting Group, LLC
|
|
|
|
|
|
Capital A Wealth Management, LLC
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Real Return Portfolio Real Return Portfolio
|
|
|
|
|
|
Mascoma Wealth Management LLC
|
|
|
|
|
|
Trifecta Capital Advisors, LLC
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Columbia Focused Value Portfolio Class 2
|
|
|
|
|
|
WoodTrust Financial Corp
|
|
|
|
|
|
Horizon Financial Services, Llc
|
|
|
|
|
|
RYZAX - RYDEX SERIES FUNDS - S&P 500 Pure Value Fund Class H
|
|
|
|
|
|
NEOS Investment Management LLC
|
|
|
|
|
|
Cedar Mountain Advisors, LLC
|
|
|
|
|
|
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A
|
|
|
|
|
|
Hamilton Point Investment Advisors, LLC
|
|
|
|
|
|
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class
|
|
|
|
|
|
RMB Capital Management, LLC
|
|
|
|
|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
QAACX - Federated MDT Series - Federated MDT All Cap Core Fund Class A Shares
|
|
|
|
|
|
Redhawk Wealth Advisors, Inc.
|
|
|
|
|
|
VGIIX - JPMorgan Trust I - JPMorgan Growth and Income Fund Class I
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Domestic Equity Portfolio
|
|
|
|
|
|
White Pine Capital Llc
|
|
|
|
|
|
WealthTrak Capital Management LLC
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
Montecito Bank & Trust
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
Banque Cantonale Vaudoise
|
|
|
|
|
|
Broderick Brian C
|
|
|
|
|
|
Landing Point Financial Group, LLC
|
|
|
|
|
|
Oxbow Advisors, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A
|
|
|
|
|
|
Future Financial Wealth Managment LLC
|
|
|
|
|
|
First National Bank & Trust Co Of Newtown
|
|
|
|
|
|
Wealth Alliance
|
|
|
|
|
|
MeadowBrook Investment Advisors LLC
|
|
|
|
|
|
ASR Vermogensbeheer N.V.
|
|
|
|
|
|
Busey Wealth Management
|
|
|
|
|
|
Conning Inc.
|
|
|
|
|
|
VHCIX - VANGUARD WORLD FUND - Vanguard Health Care Index Fund Admiral Shares
|
|
|
|
|
|
Charter Trust Co
|
|
|
|
|
|
Bradley Foster & Sargent Inc/ct
|
|
|
|
|
|
Castle Rock Wealth Management, LLC
|
|
|
|
|
|
RSINX - VICTORY PORTFOLIOS - Victory RS Investors Fund Class A
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
|
|
|
|
|
|
AIA Group Ltd
|
|
|
|
|
|
Wedge Capital Management L L P/nc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
|
|
|
|
|
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares
|
|
|
|
|
|
UGIEX - USAA MUTUAL FUNDS TRUST - Global Equity Income Fund Shares
|
|
|
|
|
|
Gamco Investors, Inc. Et Al
|
|
|
|
|
|
Twinbeech Capital Lp
|
|
|
|
|
|
PINK - Simplify Exchange Traded Funds - Simplify Health Care ETF
|
|
|
|
|
|
PFS Partners, LLC
|
|
|
|
|
|
Pineridge Advisors LLC
|
|
|
|
|
|
Wallace Advisory Group, LLC
|
|
|
|
|
|
Founders Capital Management
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
|
|
|
|
|
Pitcairn Co
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
Ag2r La Mondiale Gestion D'actifs
|
|
|
|
|
|
Amplify ETF Trust - Amplify AI Powered Equity ETF
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND - Equity-Income Portfolio Initial Class
|
|
|
|
|
|
Confluence Wealth Services, Inc.
|
|
|
|
|
|
Ritholtz Wealth Management
|
|
|
|
|
|
Quarry LP
|
|
|
|
|
|
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
|
|
|
|
|
GoalVest Advisory LLC
|
|
|
|
|
|
UCMCX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Conservative Fund
|
|
|
|
|
|
Kera Capital Partners, Inc.
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
|
|
|
|
MML Series Investment Fund II - MML Equity Rotation Fund Class II
|
|
|
|
|
|
Erste Asset Management GmbH
|
|
|
|
|
|
IFM Investors Pty Ltd
|
|
|
|
|
|
Running Oak Capital LLC
|
|
|
|
|
|
VCGAX - VALIC Co I - Growth & Income Fund
|
|
|
|
|
|
Pzena Investment Management Llc
|
|
|
|
|
|
Dynamic Wealth Strategies, LLC
|
|
|
|
|
|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
|
|
|
|
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
|
|
|
|
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Arrowstreet Capital, Limited Partnership
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Bank of New York Mellon Corp
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Greenwich Wealth Management LLC
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Cetera Trust Company, N.A
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IVE - iSHARES TRUST - iShares S&P 500 Value ETF
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DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
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GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
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State Of Michigan Retirement System
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VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares
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Trust Co Of Virginia /va
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Rhenman & Partners Asset Management AB
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Clough Global Dividend & Income Fund
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OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio
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Edmond De Rothschild Holding S.a.
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Iron Horse Wealth Management, LLC
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111 Capital
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Winthrop Advisory Group LLC
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Adviser Investments LLC
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Signet Financial Management, Llc
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GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
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DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
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Peapack Gladstone Financial Corp
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SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund
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Acima Private Wealth, Llc
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AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF
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FACDX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Health Care Fund Class A
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IMA Wealth, Inc.
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Abacus Planning Group, Inc.
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Laurel Wealth Advisors LLC
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QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
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SCS Capital Management LLC
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Binnacle Investments Inc
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Larson Financial Group LLC
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HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
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Meyer Handelman Co
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Guardian Variable Products Trust - Guardian All Cap Core VIP Fund
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Knollwood Investment Advisory, LLC
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Wetherby Asset Management Inc
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Harvest Fund Management Co., Ltd
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Portland Investment Counsel Inc.
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NORTHERN LIGHTS FUND TRUST II - The Future Fund Long/Short ETF
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Trust Investment Advisors
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Ofi Invest Asset Management
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James Investment Research Inc
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Bruce G. Allen Investments, LLC
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CALIFORNIA FIRST LEASING Corp
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Centaurus Financial, Inc.
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Signal Advisors Wealth, LLC
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FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class
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Symphony Financial, Ltd. Co.
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JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Equity Fund (I)
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INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
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Pictet & Cie (Europe) SA
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LYFCX - MUTUAL FUND SERIES TRUST - AlphaCentric LifeSci Healthcare Fund Class C
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Aqr Capital Management Llc
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Seed Wealth Management, Inc.
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Thurston, Springer, Miller, Herd & Titak, Inc.
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OFVIX - ADVISORS SERIES TRUST - O'Shaughnessy Market Leaders Value Fund Class I
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Ccm Investment Group, Llc
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Cullen Capital Management, LLC
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Simplicity Wealth,LLC
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St Germain D J Co Inc
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Lowe Brockenbrough & Co Inc
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Bailard, Inc.
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Adams Diversified Equity Fund, Inc.
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IWB - iSHARES TRUST - iShares Russell 1000 ETF
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LSVEX - ADVISORS' INNER CIRCLE FUND - LSV VALUE EQUITY FUND Institutional Class Shares
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Gabelli Dividend & Income Trust
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Van Cleef Asset Management,Inc
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TEQI - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Equity Income ETF
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AE Wealth Management LLC
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Cookson Peirce & Co Inc
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PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
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Personal Cfo Solutions, Llc
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Hudock, Inc.
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Newbridge Financial Services Group, Inc.
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QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
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Howard Capital Management Inc.
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Capital World Investors
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TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
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Kinneret Advisory, LLC
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North Star Asset Management Inc
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LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF
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VCIGX - VALIC Co I - Dividend Value Fund
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Soltis Investment Advisors LLC
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Wynn Capital, LLC
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Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
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QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1
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Bank Of America Corp /de/
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Franklin Resources Inc
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NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
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Capstone Investment Advisors, Llc
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Bay Harbor Wealth Management, LLC
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PACIFIC SELECT FUND - Growth Portfolio Class I
|
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IRLAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Growth Index Portfolio Class ADV
|
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Zacks Investment Management
|
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VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
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FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
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BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
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Evelyn Partners Investment Management LLP
|
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Manufacturers Life Insurance Company, The
|
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Balboa Wealth Partners
|
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QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
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SYM FINANCIAL Corp
|
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SOA Wealth Advisors, LLC.
|
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Fifth Third Bancorp
|
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JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
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Journey Advisory Group, LLC
|
|
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MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
|
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SHSSX - Blackrock Funds - Blackrock Health Sciences Opportunities Portfolio Institutional
|
|
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NULV - Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF
|
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FGRTX - FIDELITY HASTINGS STREET TRUST - Fidelity Mega Cap Stock Fund
|
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R Squared Ltd
|
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Sumitomo Mitsui DS Asset Management Company, Ltd
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