|
Global Retirement Partners, LLC
|
|
|
|
|
|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
|
|
|
Renaissance Technologies Llc
|
|
|
|
|
|
RIMHX - CITY NATIONAL ROCHDALE FUNDS - City National Rochdale Dividend & Income Fund Class N
|
|
|
|
|
|
Foster Dykema Cabot & Partners, Llc
|
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|
|
|
|
WASHINGTON TRUST Co
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
MDCP - Victory Portfolios II - VictoryShares THB Mid Cap ESG ETF
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
First United Bank Trust/
|
|
|
|
|
|
Middleton & Co Inc/ma
|
|
|
|
|
|
Waldron Private Wealth LLC
|
|
|
|
|
|
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF
|
|
|
|
|
|
IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
Oak Ridge Investments Llc
|
|
|
|
|
|
XFBRX - VARIABLE INSURANCE PRODUCTS FUND III - Mid Cap Portfolio Investor Class
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
RYMDX - RYDEX SERIES FUNDS - Mid-Cap 1.5x Strategy Fund Class H
|
|
|
|
|
|
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund
|
|
|
|
|
|
Napatree Capital Llc
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
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|
FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A
|
|
|
|
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|
Umb Bank N A/mo
|
|
|
|
|
|
SMAP - Amplify ETF Trust - Amplify Small-Mid Cap Equity ETF
|
|
|
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
|
|
|
|
|
AVEGX - SCHWARTZ INVESTMENT TRUST - Ave Maria Growth Fund
|
|
|
|
|
|
Change Path, LLC
|
|
|
|
|
|
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Mid-Cap Equity Index Fund Class
|
|
|
|
|
|
American National Bank
|
|
|
|
|
|
GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional
|
|
|
|
|
|
RFG Advisory, LLC
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
GMXAX - NATIONWIDE MUTUAL FUNDS - Nationwide Mid Cap Market Index Fund Class A
|
|
|
|
|
|
Elevation Series Trust - TrueShares Active Yield ETF
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Mid Cap Growth Fund Class I
|
|
|
|
|
|
DVIPX - WILLIAMSBURG INVESTMENT TRUST - Davenport Value & Income Fund
|
|
|
|
|
|
Addison Advisors LLC
|
|
|
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|
|
Stephens Inc /ar/
|
|
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|
Northwestern Mutual Wealth Management Co
|
|
|
|
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|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
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|
Petrus Trust Company, LTA
|
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|
Ronald Blue Trust, Inc.
|
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|
Compass Ion Advisors, LLC
|
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O'shaughnessy Asset Management, Llc
|
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PTL - Northern Lights Fund Trust IV - Inspire 500 ETF
|
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Nicolet Advisory Services, Llc
|
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|
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|
Datum One Series Trust - Stewart Investors Worldwide Leaders Fund Select Shares
|
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|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
|
|
IMCG - iSHARES TRUST - iShares Morningstar Mid-Cap Growth ETF
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
HNMDX - HEARTLAND GROUP INC - HEARTLAND MID CAP VALUE FUND Institutional Class
|
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|
Trust Co Of Toledo Na /oh/
|
|
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|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
|
|
|
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|
|
Fifth Third Bancorp
|
|
|
|
|
|
FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
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|
|
Verity & Verity, LLC
|
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CFSSX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Select Fund
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
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|
|
BGGSX - BAILLIE GIFFORD FUNDS - Baillie Gifford U.S. Equity Growth Fund Institutional Class
|
|
|
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|
UIVRX - MFS SERIES TRUST VII - MFS Intrinsic Value Fund R6
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
TMFX - RBB FUND, INC. - Motley Fool Next Index ETF
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF
|
|
|
|
|
|
Tower Bridge Advisors
|
|
|
|
|
|
MSHPX - MORGAN STANLEY INSTITUTIONAL FUND INC - Permanence Portfolio Class IS
|
|
|
|
|
|
FEKFX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income K6 Fund
|
|
|
|
|
|
National Pension Service
|
|
|
|
|
|
Caledonia Investments Plc
|
|
|
|
|
|
Archer Investment Corp
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
LGT Fund Management Co Ltd.
|
|
|
|
|
|
IJH - iSHARES TRUST - iShares Core S&P Mid-Cap ETF
|
|
|
|
|
|
Arcadia Investment Management Corp/mi
|
|
|
|
|
|
Spectrum Wealth Counsel, LLC
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class
|
|
|
|
|
|
Hamlin Capital Management, LLC
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
MSOAX - MAINSTAY FUNDS - MainStay MacKay Common Stock Fund Class A
|
|
|
|
|
|
AVEDX - SCHWARTZ INVESTMENT TRUST - Ave Maria Rising Dividend Fund
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
|
|
|
|
|
|
Jennison Associates Llc
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
Retirement Systems of Alabama
|
|
|
|
|
|
WCMAX - Investment Managers Series Trust - WCM Focused Mid Cap Fund Institutional Class Shares
|
|
|
|
|
|
PTMC - Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A
|
|
|
|
|
|
MIDU - Direxion Shares ETF Trust - Direxion Daily Mid Cap Bull 3X Shares
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
|
|
FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
Putnam Fl Investment Management Co
|
|
|
|
|
|
Cibc World Markets Corp
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
Massachusetts Financial Services Co /ma/
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
|
|
|
|
|
|
Webster Bank, N. A.
|
|
|
|
|
|
TMFG - RBB FUND, INC. - Motley Fool Global Opportunities ETF
|
|
|
|
|
|
Magnetar Financial LLC
|
|
|
|
|
|
Quest Partners LLC
|
|
|
|
|
|
Salomon & Ludwin, LLC
|
|
|
|
|
|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
Fundamentun, Llc
|
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
Forum Financial Management, LP
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Mid Cap Stock Index Portfolio Class A
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
Advocate Group Llc
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio
|
|
|
|
|
|
IFM Investors Pty Ltd
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares
|
|
|
|
|
|
SFYX - Tidal ETF Trust - SoFi Next 500 ETF
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
XTX Topco Ltd
|
|
|
|
|
|
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
GSMYX - GOLDMAN SACHS TRUST - Goldman Sachs Small/Mid Cap Growth Fund Institutional
|
|
|
|
|
|
BSGSX - BAIRD FUNDS INC - Baird Small/Mid Cap Growth Fund Investor Class
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
TMFM - RBB FUND, INC. - Motley Fool Mid-Cap Growth ETF
|
|
|
|
|
|
Procyon Private Wealth Partners, LLC
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
Confluence Wealth Services, Inc.
|
|
|
|
|
|
Optiver Holding B.V.
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y
|
|
|
|
|
|
Congress Wealth Management LLC / DE /
|
|
|
|
|
|
Legacy Wealth Managment, LLC/ID
|
|
|
|
|
|
Oarsman Capital, Inc.
|
|
|
|
|
|
TrimTabs Asset Management, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1
|
|
|
|
|
|
STXD - EA Series Trust - Strive 1000 Dividend Growth ETF
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF
|
|
|
|
|
|
Certior Financial Group, Llc
|
|
|
|
|
|
TMFS - RBB FUND, INC. - MFAM Small-Cap Growth ETF
|
|
|
|
|
|
BlackRock Advantage U.S. Total Market Fund, Inc. - BlackRock Advantage U.S. Total Market Fund, Inc. Investor A
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
Integrity Alliance, Llc.
|
|
|
|
|
|
Alamea Verwaltungs GmbH
|
|
|
|
|
|
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class
|
|
|
|
|
|
Aster Capital Management (DIFC) Ltd
|
|
|
|
|
|
SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class
|
|
|
|
|
|
Running Oak Capital LLC
|
|
|
|
|
|
Orion Capital Management LLC
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
Generali Asset Management SPA SGR
|
|
|
|
|
|
Equitable Trust Co
|
|
|
|
|
|
Rakuten Investment Management, Inc.
|
|
|
|
|
|
SWDSX - SCHWAB CAPITAL TRUST - Schwab Dividend Equity Fund
|
|
|
|
|
|
MFADX - Total Fund Solution - Cromwell Marketfield L/S Fund Investor Class
|
|
|
|
|
|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
LGT Financial Advisors LLC
|
|
|
|
|
|
Harvey Investment Co Llc
|
|
|
|
|
|
PDP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Momentum ETF
|
|
|
|
|
|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
|
|
|
|
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF
|
|
|
|
|
|
Jacobs Levy Equity Management, Inc
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
Ipswich Investment Management Co., Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/400 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
Centiva Capital, LP
|
|
|
|
|
|
Grace & White Inc /ny
|
|
|
|
|
|
GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A
|
|
|
|
|
|
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
JDERX - PRUDENTIAL JENNISON MID-CAP GROWTH FUND, INC. - PGIM JENNISON MID-CAP GROWTH FUND Class R
|
|
|
|
|
|
FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
Crestwood Advisors Group LLC
|
|
|
|
|
|
Sound View Wealth Advisors Group, LLC
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3
|
|
|
|
|
|
Great West Life Assurance Co /can/
|
|
|
|
|
|
GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
FFNHX - VARIABLE INSURANCE PRODUCTS FUND IV - Industrials Portfolio Initial Class
|
|
|
|
|
|
Solstein Capital, LLC
|
|
|
|
|
|
Bedel Financial Consulting, Inc.
|
|
|
|
|
|
Everpar Advisors Llc
|
|
|
|
|
|
JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
LGT Group Foundation
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
FSGS - FIRST TRUST EXCHANGE-TRADED FUND VI - Small Cap US Equity Select ETF
|
|
|
|
|
|
NTIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Mid Cap Index Fund Class A
|
|
|
|
|
|
TMDIX - AMG FUNDS - AMG TimesSquare Mid Cap Growth Fund Class Z
|
|
|
|
|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
Southernsun Asset Management, Llc
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Profunds - Profund Vp Mid-cap Growth
|
|
|
|
|
|
Perfromance Wealth Partners, LLC
|
|
|
|
|
|
PQSAX - VIRTUS EQUITY TRUST - Virtus KAR Small-Cap Value Fund Class A
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
Portside Wealth Group, LLC
|
|
|
|
|
|
Illinois Municipal Retirement Fund
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
Vestmark Advisory Solutions, Inc.
|
|
|
|
|
|
GHP Investment Advisors, Inc.
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
VLAAX - Value Line Asset Allocation Fund Inc - Value Line Asset Allocation Fund Inc
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
Mutual Of America Capital Management Llc
|
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|
Wealth Enhancement Advisory Services, Llc
|
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|
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|
Advisory Services Network, LLC
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
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|
Welch & Forbes Llc
|
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|
FFLC - FIDELITY COVINGTON TRUST - Fidelity New Millennium ETF
|
|
|
|
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|
TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A
|
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|
Qube Research & Technologies Ltd
|
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|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
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|
Nicholas Company, Inc.
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|
Baird Financial Group, Inc.
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|
Gibbs Wealth Management
|
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|
Capstone Investment Advisors, Llc
|
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|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
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|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
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|
Dudley & Shanley, Inc.
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|
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|
PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund
|
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|
MCF Advisors LLC
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|
ICW Investment Advisors LLC
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Moneta Group Investment Advisors Llc
|
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Fox Run Management, L.l.c.
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DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
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|
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|
Farmers & Merchants Investments Inc
|
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|
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|
Annis Gardner Whiting Capital Advisors, LLC
|
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Farther Finance Advisors, LLC
|
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|
Graham Capital Management, L.P.
|
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|
Goldman Sachs Group Inc
|
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Davidson Kahn Capital Management, LLC
|
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GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class
|
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|
|
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|
Parkside Financial Bank & Trust
|
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|
|
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|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A
|
|
|
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|
|
True Wealth Design, LLC
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
Securian Funds Trust - SFT Index 400 Mid-Cap Fund Class 1
|
|
|
|
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|
ASR Vermogensbeheer N.V.
|
|
|
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|
CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF
|
|
|
|
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|
Bank Of Nova Scotia
|
|
|
|
|
|
SMDX - Tidal Trust III - Intech S&P Small-Mid Cap Diversified Alpha ETF
|
|
|
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|
Cromwell Holdings LLC
|
|
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|
BRYN MAWR TRUST Co
|
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NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
|
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|
LRI Investments, LLC
|
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|
Lindenwold Advisors
|
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Police & Firemen's Retirement System of New Jersey
|
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QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
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|
IYJ - iSHARES TRUST - iShares U.S. Industrials ETF
|
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|
TCTC Holdings, LLC
|
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|
Harbour Investments, Inc.
|
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California State Teachers Retirement System
|
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USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
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|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
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|
FSHOX - FIDELITY SELECT PORTFOLIOS - Construction and Housing Portfolio
|
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|
FSA Wealth Management LLC
|
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Federation des caisses Desjardins du Quebec
|
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|
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|
IVOAX - IVY FUNDS - Ivy Mid Cap Income Opportunities Fund Class A
|
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|
LVW Advisors, LLC
|
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|
THRIVENT SERIES FUND INC - Thrivent Mid Cap Index Portfolio Class A
|
|
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|
MQS Management LLC
|
|
|
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|
Legal & General Group Plc
|
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|
Advisors Capital Management, LLC
|
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|
Golden State Equity Partners
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Mid Cap Index Fund Class 2
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
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|
|
ALSMX - ARCHER INVESTMENT SERIES TRUST - Archer Multi Cap Fund
|
|
|
|
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|
Birch Capital Management, LLC
|
|
|
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|
Tompkins Financial Corp
|
|
|
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|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
|
|
|
|
|
River Wealth Advisors LLC
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A)
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
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|
|
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|
Johnson Financial Group, Inc.
|
|
|
|
|
|
SCHD - SCHWAB STRATEGIC TRUST - Schwab U.S. Dividend Equity ETF
|
|
|
|
|
|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
|
|
|
|
|
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A
|
|
|
|
|
|
Groesbeck Investment Management Corp /nj/
|
|
|
|
|
|
FNKFX - FIDELITY CONCORD STREET TRUST - Fidelity Mid-Cap Stock K6 Fund
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A
|
|
|
|
|
|
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
|
|
|
|
|
|
Marks Group Wealth Management, Inc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
Transce3nd, LLC
|
|
|
|
|
|
Insigneo Advisory Services, Llc
|
|
|
|
|
|
CCSMX - CONESTOGA FUNDS - Conestoga SMid Cap Fund Investors Class
|
|
|
|
|
|
Northwest & Ethical Investments L.P.
|
|
|
|
|
|
Investment Management Corp of Ontario
|
|
|
|
|
|
DRDAX - TRUST FOR PROFESSIONAL MANAGERS - Dearborn Partners Rising Dividend Fund - Class A Shares
|
|
|
|
|
|
Northern Lights Fund Trust - BTS Enhanced Equity Income Fund - Class I
|
|
|
|
|
|
GIMFX - GMO TRUST - GMO Implementation Fund
|
|
|
|
|
|
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Industrials Sector Fund (A)
|
|
|
|
|
|
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
BLI - Banque de Luxembourg Investments
|
|
|
|
|
|
Andra AP-fonden
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
SummitTX Capital, L.P.
|
|
|
|
|
|
HOMZ - ETF Series Solutions - Hoya Capital Housing ETF
|
|
|
|
|
|
Autumn Glory Partners, LLC
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
WFDDX - WELLS FARGO FUNDS TRUST - Wells Fargo Discovery Fund Administrator Class
|
|
|
|
|
|
FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class
|
|
|
|
|
|
Dorsey & Whitney Trust CO LLC
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
|
|
|
|
|
FEOPX - FIDELITY INVESTMENT TRUST - Fidelity Enduring Opportunities Fund
|
|
|
|
|
|
Quest 10 Wealth Builders, Inc.
|
|
|
|
|
|
AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares
|
|
|
|
|
|
GCSVX - Series Portfolios Trust - Geneva SMID Cap Growth Fund Institutional Class
|
|
|
|
|
|
FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
Prospect Capital Advisors, LLC
|
|
|
|
|
|
Cox Capital Mgt LLC
|
|
|
|
|
|
Tower Wealth Partners, Inc.
|
|
|
|
|
|
Norden Group Llc
|
|
|
|
|
|
JAEYX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Index Trust NAV
|
|
|
|
|
|
Versor Investments LP
|
|
|
|
|
|
Alliance Wealth Advisors, LLC /UT
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional
|
|
|
|
|
|
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
|
|
|
|
|
|
Flaharty Asset Management, LLC
|
|
|
|
|
|
J. W. Coons Advisors, LLC
|
|
|
|
|
|
Delta Financial Group, Inc.
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
FCLKX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock K6 Fund
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
Anchor Capital Advisors Llc
|
|
|
|
|
|
Diversify Advisory Services, LLC
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund
|
|
|
|
|
|
GSCYX - GuideStone Funds - SMALL CAP EQUITY FUND Institutional
|
|
|
|
|
|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust/Dow Jones Dividend & Income Allocation Portfolio Class I
|
|
|
|
|
|
Everence Capital Management Inc
|
|
|
|
|
|
CZMSX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Institutional Class
|
|
|
|
|
|
Kensington Investment Counsel, LLC
|
|
|
|
|
|
Charter Oak Capital Management, LLC
|
|
|
|
|
|
Marshall Wace, Llp
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica T. Rowe Price Small Cap VP Initial
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
BankPlus Trust Department
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
Lecap Asset Management Ltd
|
|
|
|
|
|
Taylor Hoffman Capital Management LLC
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL Mid Cap Index Fund (I)
|
|
|
|
|
|
IVOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Value Index Fund ETF Shares
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
Oddo Bhf Asset Management Sas
|
|
|
|
|
|
CHICAGO TRUST Co NA
|
|
|
|
|
|
First Citizens Bank & Trust Co
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
King Luther Capital Management Corp
|
|
|
|
|
|
FMDE - FIDELITY COVINGTON TRUST - Fidelity Enhanced Mid Cap ETF
|
|
|
|
|
|
Quadrature Capital Ltd
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
SPMD - SPDR SERIES TRUST - SPDR(R) Portfolio Mid Cap ETF
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
FLCSX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock Fund
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
Skandinaviska Enskilda Banken AB (publ)
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
Intrepid Capital Management Inc
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA MID GROWTH SERIES
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
Wilkinson Global Asset Management LLC
|
|
|
|
|
|
Axxcess Wealth Management, Llc
|
|
|
|
|
|
Meiji Yasuda Asset Management Co Ltd.
|
|
|
|
|
|
Dakota Wealth Management
|
|
|
|
|
|
VINAX - VANGUARD WORLD FUND - Vanguard Industrials Index Fund Admiral Shares
|
|
|
|
|
|
SlateStone Wealth, LLC
|
|
|
|
|
|
FGIRX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth & Income Fund Class A
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
Csenge Advisory Group
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
|
|
|
|
|
Cordatus Wealth Management LLC
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
Intech Investment Management Llc
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
Somerville Kurt F
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Mid-Cap 1.5x Strategy Fund Variable Annuity
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
Capital International Investors
|
|
|
|
|
|
Manitou Investment Management Ltd.
|
|
|
|
|
|
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
SEIS - SEI Exchange Traded Funds - SEI Select Small Cap ETF
|
|
|
|
|
|
BI Asset Management Fondsmaeglerselskab A/S
|
|
|
|
|
|
FADAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Dividend Growth Fund Class A
|
|
|
|
|
|
Level Four Advisory Services, Llc
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
Curat Global, LLC
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
FAMEX - FENIMORE ASSET MANAGEMENT TRUST - FAM Dividend Focus Fund Investor Class
|
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
MIDE - DBX ETF TRUST - Xtrackers S&P MidCap 400 ESG ETF
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
|
|
|
Capital International Sarl
|
|
|
|
|
|
Buck Wealth Strategies, LLC
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
Hartford Financial Management Inc.
|
|
|
|
|
|
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF
|
|
|
|
|
|
Brighthouse Funds Trust II - Neuberger Berman Genesis Portfolio Class A
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
Adell Harriman & Carpenter Inc
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IB
|
|
|
|
|
|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
|
|
|
|
|
|
Townsquare Capital Llc
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
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|
Macquarie Group Ltd
|
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|
Cove Street Capital, LLC
|
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|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
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|
Ameritas Investment Partners, Inc.
|
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|
Empowered Funds, LLC
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|
Gateway Investment Advisers Llc
|
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|
FGRIX - FIDELITY SECURITIES FUND - Fidelity Growth & Income Portfolio
|
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|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
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|
Adviser Investments LLC
|
|
|
|
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|
Capital Investment Advisory Services, LLC
|
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|
VSMV - Victory Portfolios II - VictoryShares US Multi-Factor Minimum Volatility ETF
|
|
|
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|
GoalVest Advisory LLC
|
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|
IFP Advisors, Inc
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|
Fulcrum Capital LLC
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TFC Financial Management
|
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TCI Wealth Advisors, Inc.
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DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
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|
Vision Capital Management, Inc.
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BHK Investment Advisors, LLC
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FLQM - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Mid Cap Equity ETF
|
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Access Financial Services, Inc.
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PRDSX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small-Cap Growth Equity Fund
|
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TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
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GWM Advisors LLC
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Spire Wealth Management
|
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Creative Planning
|
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Geneva Capital Management Llc
|
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Sumitomo Life Insurance Co
|
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Morgan Stanley
|
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|
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Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
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|
DekaBank Deutsche Girozentrale
|
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|
Parvin Asset Management, LLC
|
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|
Boit C F David
|
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Bruce G. Allen Investments, LLC
|
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Pinnacle Wealth Planning Services, Inc.
|
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|
|
|
SIOAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INCOME FUND Class F
|
|
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|
Baker Avenue Asset Management, LP
|
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|
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|
Dimensional Fund Advisors Lp
|
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|
Ashton Thomas Private Wealth, LLC
|
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|
Ironvine Capital Partners, LLC
|
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|
|
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
|
|
|
|
|
|
DBALX - WILLIAMSBURG INVESTMENT TRUST - Davenport Balanced Income Fund
|
|
|
|
|
|
Laurel Wealth Advisors LLC
|
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|
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|
Y.D. More Investments Ltd
|
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|
Saturna Capital CORP
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND - Equity-Income Portfolio Initial Class
|
|
|
|
|
|
QGI2Q - VARIABLE INSURANCE PRODUCTS FUND III - Growth & Income Portfolio Initial Class
|
|
|
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|
Bellwether Advisors, LLC
|
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|
Voya Investment Management Llc
|
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VIRTUS VARIABLE INSURANCE TRUST - Virtus KAR Small-Cap Value Series Class A
|
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SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
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|
Siemens Fonds Invest GmbH
|
|
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|
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund
|
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|
CIBC World Markets Inc.
|
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|
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
|
|
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|
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|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
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|
SRS Capital Advisors, Inc.
|
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|
IMG Wealth Management, Inc.
|
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SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
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|
Haverford Trust Co
|
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|
Arkadios Wealth Advisors
|
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|
Hsbc Holdings Plc
|
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Buckhead Capital Management Llc
|
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NAINX - VIRTUS EQUITY TRUST - VIRTUS TACTICAL ALLOCATION FUND Class A
|
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DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
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Mariner, LLC
|
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|
Nissay Asset Management Corp /japan/ /adv
|
|
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RMBMX - RMB INVESTORS TRUST - RMB SMID Cap Fund Class I
|
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|
California Public Employees Retirement System
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
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|
Kestra Advisory Services, LLC
|
|
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|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
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|
Rosenberg Matthew Hamilton
|
|
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|
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|
Fiduciary Financial Group, Llc
|
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|
Voya Prime Rate Trust
|
|
|
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|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
Rafferty Asset Management, LLC
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
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|
UniSuper Management Pty Ltd
|
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|
Spdr S&p Midcap 400 Etf Trust
|
|
|
|
|
|
Northwestern Mutual Investment Management Company, Llc
|
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|
|
Greykasell Wealth Strategies, Inc.
|
|
|
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|
|
Dynamic Technology Lab Private Ltd
|
|
|
|
|
|
MGPIX - Profunds - Mid-cap Growth Profund Investor Class
|
|
|
|
|
|
VEGN - ETF Series Solutions - US Vegan Climate ETF
|
|
|
|
|
|
Donaldson Capital Management, Llc
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
Mayflower Financial Advisors, LLC
|
|
|
|
|
|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
Legacy Investment Solutions, LLC
|
|
|
|
|
|
Sagespring Wealth Partners, Llc
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
|
|
|
|
|
High Note Wealth, LLC
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
LORD ABBETT SERIES FUND INC - Calibrated Dividend Growth Portfolio Class VC
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
B. Metzler seel. Sohn & Co. AG
|
|
|
|
|
|
Checchi Capital Advisers, LLC
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
TPHD - TIMOTHY PLAN - Timothy Plan High Dividend Stock ETF
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
TPMN - Timothy Plan - Timothy Plan Market Neutral Etf
|
|
|
|
|
|
Heartwood Wealth Advisors LLC
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF
|
|
|
|
|
|
GXXAX - Aberdeen Funds - Aberdeen U.S. Multi-Cap Equity Fund (formerly Aberdeen U.S. Equity Fund) Class A
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
|
|
|
|
|
TD Capital Management LLC
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
Financial Network Wealth Advisors LLC
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
Aureus Asset Management, LLC
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
Aegon Asset Management Uk Plc
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
|
|
|
|
|
Royal London Asset Management Ltd
|
|
|
|
|
|
Perbak Capital Partners LLP
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
TPLE - TIMOTHY PLAN - Timothy Plan US Large/Mid Cap Core Enhanced ETF
|
|
|
|
|
|
Centaurus Financial, Inc.
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
Longfellow Investment Management Co Llc
|
|
|
|
|
|
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares
|
|
|
|
|
|
Northside Capital Management, LLC
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
Caxton Associates Llp
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
|
|
|
|
|
|
Boreal Capital Management LLC
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF
|
|
|
|
|
|
Aigen Investment Management, Lp
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
Alerus Financial Na
|
|
|
|
|
|
Campbell & CO Investment Adviser LLC
|
|
|
|
|
|
MDPIX - Profunds - Mid-cap Profund Investor Class
|
|
|
|
|
|
FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market V.I. Fund Class I
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
Armstrong Advisory Group, Inc
|
|
|
|
|
|
Great Valley Advisor Group, Inc.
|
|
|
|
|
|
Mn Services Vermogensbeheer B.V.
|
|
|
|
|
|
FDETX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Capital Development Fund Class O
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
CWM Advisors, LLC
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
STXG - EA Series Trust - Strive 1000 Growth ETF
|
|
|
|
|
|
Dagco, Inc.
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
RUSC - Russell Investments Exchange Traded Funds - U.S. Small Cap Equity Active ETF
|
|
|
|
|
|
GSRAX - GOLDMAN SACHS TRUST - Goldman Sachs Rising Dividend Growth Fund Class A
|
|
|
|
|
|
TPHE - TIMOTHY PLAN - Timothy Plan High Dividend Stock Enhanced ETF
|
|
|
|
|
|
TRMNX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Mid-Cap Index Fund
|
|
|
|
|
|
Freedom Day Solutions, LLC
|
|
|
|
|
|
Employees Retirement System of Texas
|
|
|
|
|
|
DGEFX - Brinker Capital Destinations Trust - Destinations Equity Income Fund Class I
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
Barnes Dennig Private Wealth Management LLC
|
|
|
|
|
|
JMEE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Market Expansion Enhanced Equity ETF
|
|
|
|
|
|
North Capital, Inc.
|
|
|
|
|
|
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
E. Ohman J:or Asset Management AB
|
|
|
|
|
|
Two Sigma Investments, Lp
|
|
|
|
|
|
Prosperity Consulting Group, LLC
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
Daiwa Securities Group Inc.
|
|
|
|
|
|
DEOPX - WILLIAMSBURG INVESTMENT TRUST - Davenport Equity Opportunities Fund
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
Burney Co/
|
|
|
|
|
|
Bares Capital Management, Inc.
|
|
|
|
|
|
Berkshire Asset Management Llc/pa
|
|
|
|
|
|
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF
|
|
|
|
|
|
Cary Street Partners Financial Llc
|
|
|
|
|
|
Stock Yards Bank & Trust Co
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
MVV - PROSHARES TRUST - ProShares Ultra MidCap400
|
|
|
|
|
|
LaFleur & Godfrey LLC
|
|
|
|
|
|
Achmea Investment Management B.V.
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
AVEFX - SCHWARTZ INVESTMENT TRUST - Ave Maria Bond Fund
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
TDFAX - TRANSAMERICA FUNDS - Transamerica Dividend Focused A
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
Nuveen S&p 500 Buywrite Income Fund
|
|
|
|
|
|
AVMV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Value ETF
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class
|
|
|
|
|
|
Missouri Trust & Investment Co
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
Monte Financial Group, LLC
|
|
|
|
|
|
iA Global Asset Management Inc.
|
|
|
|
|
|
Y-Intercept (Hong Kong) Ltd
|
|
|
|
|
|
Carderock Capital Management Inc
|
|
|
|
|
|
VYMYX - Voya EQUITY TRUST - Voya Mid Cap Research Enhanced Index Fund Class W
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
HHDFX - ADVISORS' INNER CIRCLE FUND - Hamlin High Dividend Equity Fund Institutional Class Shares
|
|
|
|
|
|
Penserra Capital Management LLC
|
|
|
|
|
|
Moody Lynn & Lieberson, Llc
|
|
|
|
|
|
FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF
|
|
|
|
|
|
Two Sigma Advisers, Lp
|
|
|
|
|
|
Jain Global LLC
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
MDYV - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Value ETF
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
EULAV Asset Management
|
|
|
|
|
|
Parsons Capital Management Inc/ri
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
WGGNX - WILLIAM BLAIR FUNDS - William Blair Global Leaders Fund Class N
|
|
|
|
|
|
Parr Mcknight Wealth Management Group, Llc
|
|
|
|
|
|
BBMIX - BBH Trust - BBH Select Series - Mid Cap Fund Class I Shares
|
|
|
|
|
|
Flagship Harbor Advisors, Llc
|
|
|
|
|
|
Markel Corp
|
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State Street Corp
|
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|
VLIFX - Value Line Mid Cap Focused Fund, Inc. - VALUE LINE MID CAP FOCUSED FUND, INC.
|
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|
|
|
|
Huntington National Bank
|
|
|
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|
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Opportunities Fund Class R5
|
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|
Main Street Group, LTD
|
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|
Oregon Public Employees Retirement Fund
|
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|
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|
Premier Fund Managers Ltd
|
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|
Legacy Trust
|
|
|
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|
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund
|
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|
|
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|
FIDU - FIDELITY COVINGTON TRUST - Fidelity MSCI Industrials Index ETF
|
|
|
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|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
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|
DRW Securities, LLC
|
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|
Brevan Howard Capital Management LP
|
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|
Hennion & Walsh Asset Management, Inc.
|
|
|
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FCYIX - FIDELITY SELECT PORTFOLIOS - Industrials Portfolio
|
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|
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|
Phillips Wealth Planners LLC
|
|
|
|
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|
KBC Group NV
|
|
|
|
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|
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
|
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|
Nomura Asset Management Co Ltd
|
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|
MAI Capital Management
|
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|
Private Advisor Group, LLC
|
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BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
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|
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|
VISGX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Growth Index Fund Investor Shares
|
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Corton Capital Inc.
|
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|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
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|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
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|
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|
Standard Life Aberdeen plc
|
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Obermeyer Wood Investment Counsel, Lllp
|
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Norges Bank
|
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|
Motley Fool Wealth Management, LLC
|
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|
Koshinski Asset Management, Inc.
|
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|
Pembroke Management, LTD
|
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Clarius Group, LLC
|
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Bath Savings Trust Co
|
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First Horizon Advisors, Inc.
|
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Mascoma Wealth Management LLC
|
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UBS Group AG
|
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Wolverine Trading, Llc
|
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SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
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|
|
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|
BlackRock, Inc.
|
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|
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|
Ilex Capital Partners (UK) LLP
|
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|
North Star Investment Management Corp.
|
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NSEIX - Nicholas Equity Income Fund, Inc. - Nicholas Equity Income Fund Inc Class I
|
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|
Pnc Financial Services Group, Inc.
|
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2Xideas AG
|
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United Capital Financial Advisers, Llc
|
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Principal Securities, Inc.
|
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Entropy Technologies, LP
|
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Bnp Paribas Arbitrage, Sa
|
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|
RMB Capital Management, LLC
|
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NOMIX - Northern Funds - Northern Mid Cap Index Fund
|
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|
CENTRAL TRUST Co
|
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DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
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|
Mattern Capital Management, Llc
|
|
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FALAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Large Cap Fund Class A
|
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|
State of Alaska, Department of Revenue
|
|
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|
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|
Toroso Investments, LLC
|
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|
Holocene Advisors, LP
|
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|
Clear Street Markets Llc
|
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|
Paradigm Asset Management Co Llc
|
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|
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV
|
|
|
|
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|
First Bank & Trust
|
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|
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|
Barrett & Company, Inc.
|
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|
First PREMIER Bank
|
|
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|
EQ ADVISORS TRUST - ATM Mid Cap Managed Volatility Portfolio Class K
|
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|
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|
Gotham Asset Management, LLC
|
|
|
|
|
|
Elevated Capital Advisors, LLC
|
|
|
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|
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
Avidian Wealth Solutions, LLC
|
|
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|
|
|
Trust Point Inc.
|
|
|
|
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|
Rialto Wealth Management, LLC
|
|
|
|
|
|
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares
|
|
|
|
|
|
MTM Investment Management, LLC
|
|
|
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|
Chicago Capital, LLC
|
|
|
|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
|
Nuveen S&p 500 Dynamic Overwrite Fund
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
|
|
|
|
SSMAX - Sei Institutional Investments Trust - Siit Small Mid Cap Equity Fund - Class A
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
JHDV - John Hancock Exchange-Traded Fund Trust - John Hancock U.S. High Dividend ETF
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
|
|
|
|
|
TrueMark Investments, LLC
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
Copia Wealth Management
|
|
|
|
|
|
VIRTUS VARIABLE INSURANCE TRUST - VIRTUS STRATEGIC ALLOCATION SERIES Class A
|
|
|
|
|
|
NBHAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Equity Income Fund Class A
|
|
|
|
|
|
MXMDX - GREAT-WEST FUNDS INC - Great-West S&P Mid Cap 400 Index Fund Investor Class
|
|
|
|
|
|
Roundview Capital LLC
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
NWHVX - NATIONWIDE MUTUAL FUNDS - Nationwide Geneva Mid Cap Growth Fund Class A
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
SMMD - iSHARES TRUST - iShares Russell 2500 ETF
|
|
|
|
|
|
Palogic Value Management, L.P.
|
|
|
|
|
|
Prospect Financial Services LLC
|
|
|
|
|
|
VMFGX - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Growth Index Fund Institutional Shares
|
|
|
|
|
|
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
Intrust Bank Na
|
|
|
|
|
|
GPIGX - GPS Funds II - GuidePath(R) Growth and Income Fund
|
|
|
|
|
|
Arete Wealth Advisors, LLC
|
|
|
|
|
|
Strengthening Families & Communities, LLC
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A
|
|
|
|
|
|
Naples Global Advisors, Llc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A)
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
|
|
|
|
|
NBGNX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Genesis Fund Investor Class
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
First Hawaiian Bank
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
Rakuten Securities, Inc.
|
|
|
|
|
|
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I
|
|
|
|
|
|
Korea Investment CORP
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
|
|
|
International Assets Investment Management, Llc
|
|
|
|
|
|
Wolff Wiese Magana Llc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
UMPIX - Profunds - Ultramid-cap Profund Investor Class
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Mid Cap Growth Portfolio Class A
|
|
|
|
|
|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
|
|
|
|
|
AQLT - iSHARES TRUST - iShares MSCI Global Quality Factor ETF
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
DecisionPoint Financial, LLC
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
Chilton Capital Management Llc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Dividend Value Managed Volatility Fund Standard Class
|
|
|
|
|
|
Mpwm Advisory Solutions, Llc
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P MidCap 400® Index Portfolio
|
|
|
|
|
|
Kestra Investment Management, LLC
|
|
|
|
|
|
Swedbank AB
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares
|
|
|
|
|
|
VWUSX - VANGUARD WORLD FUND - Vanguard U.S. Growth Fund Investor Shares
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Mid Cap Index Fund Class I
|
|
|
|
|
|
RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S
|
|
|
|
|
|
Df Dent & Co Inc
|
|
|
|
|
|
IPMIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus MidCap Portfolio Class I
|
|
|
|
|
|
Total Investment Management Inc
|
|
|
|
|
|
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
|
|
|
|
|
PENN SERIES FUNDS INC - Smid Cap Growth Fund
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
NBSM - Neuberger Berman ETF Trust - Neuberger Berman Small-Mid Cap ETF
|
|
|
|
|
|
ABFL - TrimTabs ETF Trust - TrimTabs All Cap U.S. Free-Cash-Flow ETF
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
Washington Trust Bank
|
|
|
|
|
|
PEPS - Morgan Stanley ETF Trust - Parametric Equity Plus ETF
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
AFMC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Mid Cap ETF
|
|
|
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
|
|
|
|
|
Legacy Bridge, LLC
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
DVY - iSHARES TRUST - iShares Select Dividend ETF
|
|
|
|
|
|
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
|
|
|
|
|
|
FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Barrow Hanley Dividend Focused VP Initial
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
Avanza Fonder AB
|
|
|
|
|
|
PDIAX - VIRTUS EQUITY TRUST - Virtus Rampart Enhanced Core Equity Fund Class A
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock Advantage Large Cap Income ETF
|
|
|
|
|
|
Paradigm Financial Partners, Llc
|
|
|
|
|
|
STMSX - Sei Institutional Managed Trust - Simt Tax-managed Small/mid Cap Fund Class F
|
|
|
|
|
|
XJH - iSHARES TRUST - iShares ESG Screened S&P Mid-Cap ETF
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
Freemont Management S.A.
|
|
|
|
|
|
IJK - iSHARES TRUST - iShares S&P Mid-Cap 400 Growth ETF
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
Resona Asset Management Co.,Ltd.
|
|
|
|
|
|
FGEAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Global Capital Appreciation Fund Class A
|
|
|
|
|
|
Carnegie Capital Asset Management, LLC
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF
|
|
|
|
|
|
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund
|
|
|
|
|
|
Winch Advisory Services, LLC
|
|
|
|
|
|
SSEFX - Advisors' Inner Circle Fund III - SouthernSun U.S. Equity Fund Class N Shares
|
|
|
|
|
|
Profunds - Profund Vp Mid-cap Value
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
Catalyst Funds Management Pty Ltd
|
|
|
|
|
|
River Road Asset Management, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Mid-Cap Index Fund Standard Class
|
|
|
|
|
|
Shell Asset Management Co
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
|
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
|
|
|
|
|
|
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
Freestone Grove Partners LP
|
|
|
|
|
|
Bahl & Gaynor Inc
|
|
|
|
|
|
Modern Wealth Management, LLC
|
|
|
|
|
|
HIMCX - Hartford Series Fund Inc - Hartford Midcap Hls Fund Ia
|
|
|
|
|
|
KKM Financial LLC
|
|
|
|
|
|
SPDG - SPDR SERIES TRUST - SPDR Portfolio S&P Sector Neutral Dividend ETF
|
|
|
|
|
|
BIGRX - American Century Quantitative Equity Funds, Inc. - Income & Growth Fund Investor Class
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
Princeton Global Asset Management LLC
|
|
|
|
|
|
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund
|
|
|
|
|
|
Caitong International Asset Management Co., Ltd
|
|
|
|
|
|
Motley Fool Asset Management LLC
|
|
|
|
|
|
Endeavor Private Wealth, Inc.
|
|
|
|
|
|
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y
|
|
|
|
|
|
Brighthouse Funds Trust II - T.Rowe Price Small Cap Growth Portfolio Class A
|
|
|
|
|
|
HFMCX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD MIDCAP FUND Class A
|
|
|
|
|
|
William Blair Investment Management, Llc
|
|
|
|
|
|
MXXIX - Marsico Investment Fund - Marsico 21st Century Fund
|
|
|
|
|
|
Thrive Wealth Management, LLC
|
|
|
|
|
|
MPSIX - PRINCIPAL FUNDS, INC. - MidCap S&P 400 Index Fund Institutional Class
|
|
|
|
|
|
Lombard Odier Asset Management (USA) Corp
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
SCHM - SCHWAB STRATEGIC TRUST - Schwab U.S. Mid-Cap ETF
|
|
|
|
|
|
Profunds - Profund Vp Ultramid-cap
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Capital Income Builder Class 1
|
|
|
|
|
|
Inceptionr Llc
|
|
|
|
|
|
Schechter Investment Advisors, LLC
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
Heritage Family Offices, LLP
|
|
|
|
|
|
FMCDX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Stock Selector Mid Cap Fund Class A
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
Dearborn Partners Llc
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
Enhancing Capital LLC
|
|
|
|
|
|
Evermay Wealth Management Llc
|
|
|
|
|
|
Belpointe Asset Management LLC
|
|
|
|
|
|
Barbara Oil Co.
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
Hrt Financial Lp
|
|
|
|
|
|
MDYG - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Growth ETF
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
Financial Advisory Service, Inc.
|
|
|
|
|
|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
|
|
|
Handelsbanken Fonder AB
|
|
|
|
|
|
HSZAX - HIGHLAND FUNDS II - Highland Small-Cap Equity Fund Class A
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
IVOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Index Fund ETF Shares
|
|
|
|
|
|
FEQIX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income Fund
|
|
|
|
|
|
Diversify Wealth Management, Llc
|
|
|
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|
Engineers Gate Manager LP
|
|
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|
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
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|
|
|
|
ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
Lord, Abbett & Co. Llc
|
|
|
|
|
|
Lee Financial Co
|
|
|
|
|
|
Park National Corp /oh/
|
|
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|
|
PESPX - BNY MELLON MIDCAP INDEX FUND, INC. - BNY Mellon Midcap Index Fund, Inc. Investor Shares
|
|
|
|
|
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
|
|
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|
|
R Squared Ltd
|
|
|
|
|
|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
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|
|
|
|
Cary Street Partner Investment Advisory Llc
|
|
|
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|
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
|
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|
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|
ACSMX - NEIMAN FUNDS - Advisors Capital Small/Mid Cap Fund
|
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|
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|
Tounjian Advisory Partners, Llc
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
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|
|
Williams Jones Wealth Management, LLC.
|
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|
Conestoga Capital Advisors, LLC
|
|
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|
Stifel Financial Corp
|
|
|
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|
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QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
Taylor Frigon Capital Management LLC
|
|
|
|
|
|
FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund
|
|
|
|
|
|
SMLF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Small-Cap ETF
|
|
|
|
|
|
PRN - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Industrials Momentum ETF
|
|
|
|
|
|
NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
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|
Amalgamated Bank
|
|
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|
MBOX - Alpha Architect ETF Trust - Freedom Day Dividend ETF
|
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|
Millstone Evans Group, LLC
|
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Cynosure Management, Llc
|
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|
BNP Paribas Asset Management Holding S.A.
|
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Ensign Peak Advisors, Inc
|
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|
MML Series Investment Fund II - MML Equity Rotation Fund Class II
|
|
|
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|
|
New York State Common Retirement Fund
|
|
|
|
|
|
Capital A Wealth Management, LLC
|
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|
Rossby Financial, LCC
|
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|
|
Crewe Advisors LLC
|
|
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|
|
FineMark National Bank & Trust
|
|
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|
Versant Capital Management, Inc
|
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|
Coastal Bridge Advisors, LLC
|
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|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
|
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|
Patrick Mauro Investment Advisor, INC.
|
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|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
Wealth Preservation Advisors, LLC
|
|
|
|
|
|
RWK - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 Revenue ETF
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
Yarbrough Capital, LLC
|
|
|
|
|
|
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF
|
|
|
|
|
|
Forsta Ap-fonden
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
Redmond Asset Management, LLC
|
|
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|
|
Hilltop National Bank
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
FIIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Mid Cap II Fund Class A
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
WCMJX - Investment Managers Series Trust - WCM Focused Small Cap Fund Investor Class Shares
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
Semanteon Capital Management, LP
|
|
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|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Disciplined Core Value Fund Service Class
|
|
|
|
|
|
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
Valued Wealth Advisors LLC
|
|
|
|
|
|
Boston Family Office Llc
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
ICMBX - Intrepid Capital Management Funds Trust - Intrepid Capital Fund Investor Class
|
|
|
|
|
|
MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund
|
|
|
|
|
|
Ostrum Asset Management
|
|
|
|
|
|
Oppenheimer Asset Management Inc.
|
|
|
|
|
|
Two Sigma Securities, Llc
|
|
|
|
|
|
Trueblood Wealth Management, LLC
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
Fullcircle Wealth Llc
|
|
|
|
|
|
JTC Employer Solutions Trusteee Ltd
|
|
|
|
|
|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
|
|
|
|
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund
|
|
|
|
|
|
Argent Trust Co
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
Waterloo Capital, L.P.
|
|
|
|
|
|
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
|
|
Wcm Investment Management, Llc
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional
|
|
|
|
|
|
HEOMX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Climate Opportunities Fund Class A
|
|
|
|
|
|
Knollwood Investment Advisory, LLC
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
LAMAX - LORD ABBETT RESEARCH FUND INC - Lord Abbett Calibrated Dividend Growth Fund Class A
|
|
|
|
|
|
DnB Asset Management AS
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
Ransom Advisory, Ltd
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
TMFE - RBB FUND, INC. - Motley Fool Capital Efficiency 100 Index ETF
|
|
|
|
|
|
Baillie Gifford & Co
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
Hunter Associates Investment Management Llc
|
|
|
|
|
|
SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
AXMNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Mid Cap Multi-Style Fund Acclivity Mid Cap Multi-Style N Shares
|
|
|
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
|
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
Annandale Capital, LLC
|
|
|
|
|
|
LQPE - Tidal Trust III - PEO AlphaQuest(TM) Thematic PE ETF
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
First Pacific Financial
|
|
|
|
|
|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
|
|
|
|
|
FDGFX - FIDELITY SECURITIES FUND - Fidelity Dividend Growth Fund
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
Profund Advisors Llc
|
|
|
|
|
|
Acadian Asset Management Llc
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
Aviva Plc
|
|
|
|
|
|
FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
PAX Financial Group, LLC
|
|
|
|
|
|
SMIG - ETF Series Solutions - AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF
|
|
|
|
|
|
Twinbeech Capital Lp
|
|
|
|
|
|
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
|
|
|
|
|
FMKFX - FIDELITY MAGELLAN FUND - Fidelity Magellan K6 Fund
|
|
|
|
|
|
FZFLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Small-Mid Cap 500 Index Fund
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
Vantage Investment Partners, LLC
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
|
FourThought Financial Partners, LLC
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
UNIVEST FINANCIAL Corp
|
|
|
|
|
|
Humankind Benefit Corp - Humankind US Stock ETF
|
|
|
|
|
|
Berry Wealth Group, LP
|
|
|
|
|
|
ABLD - TrimTabs ETF Trust - Donoghue Forlines Yield Enhanced Real Asset ETF
|
|
|
|
|
|
LKSMX - LKCM Funds - LKCM Small-Mid Cap Equity Fund
|
|
|
|
|
|
Eastern Bank
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
ONEY - SPDR SERIES TRUST - SPDR Russell 1000 Yield Focus ETF
|
|
|
|
|
|
Crown Advisors Management, Inc.
|
|
|
|
|
|
Gitterman Wealth Management, LLC
|
|
|
|
|
|
Hamilton Point Investment Advisors, LLC
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
Citizens Financial Group Inc/ri
|
|
|
|
|
|
SPMIX - SHELTON FUNDS - S&P MidCap Index Fund Direct Shares
|
|
|
|
|
|
NewEdge Wealth, LLC
|
|
|
|
|
|
STRV - EA Series Trust - Strive 500 ETF
|
|
|
|
|
|
MetLife Investment Management, LLC
|
|
|
|
|
|
N.E.W. Advisory Services LLC
|
|
|
|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
|
|
|
|
Resources Management Corp /ct/ /adv
|
|
|
|
|
|
TimesSquare Capital Management, LLC
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
Park Square Financial Group, LLC
|
|
|
|
|
|
Glen Eagle Advisors, LLC
|
|
|
|
|
|
Ellevest, Inc.
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
CCMAX - CONESTOGA FUNDS - Conestoga Mid Cap Fund Institutional Class
|
|
|
|
|
|
Headlands Technologies LLC
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
Nordea Investment Management Ab
|
|
|
|
|
|
FMAG - FIDELITY COVINGTON TRUST - Fidelity Magellan ETF
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
Hilltop Holdings Inc.
|
|
|
|
|
|
DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A
|
|
|
|
|
|
Gulf International Bank (UK) Ltd
|
|
|
|
|
|
RUNN - Strategic Trust - RUNNING OAK EFFICIENT GROWTH ETF
|
|
|
|
|
|
Park Place Capital Corp
|
|
|
|
|
|
Crawford Investment Counsel Inc
|
|
|
|
|
|
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
|
|
|
|
|
McIlrath & Eck, LLC
|
|
|
|
|
|
Impact Capital Partners LLC
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
Ameriflex Group, Inc.
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
Blue Barn Wealth, LLC
|
|
|
|
|
|
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A
|
|
|
|
|
|
Mirabaud Asset Management Ltd
|
|
|
|
|
|
Logan Capital Management Inc
|
|
|
|
|
|
Shelton Capital Management
|
|
|
|
|
|
Opal Wealth Advisors, LLC
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
Quantbot Technologies LP
|
|
|
|
|
|
EAPDX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Dividend Income Fund Investor Class
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
VCGAX - VALIC Co I - Growth & Income Fund
|
|
|
|
|
|
Capital Advisors Inc/ok
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
MLPIX - Profunds - Mid-cap Value Profund Investor Class
|
|
|
|
|
|
Cranbrook Wealth Management, LLC
|
|
|
|
|
|
Pingora Partners LLC
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
VKSAX - VIRTUS EQUITY TRUST - Virtus KAR Small-Mid Cap Core Fund Class A
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
CFSLX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Fund
|
|
|
|
|
|
Hestia Capital Management, LLC
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
Heartland Advisors Inc
|
|
|
|
|
|
Breakwater Capital Group
|
|
|
|
|
|
Capital World Investors
|
|
|
|
|
|
Voloridge Investment Management, Llc
|
|
|
|
|
|
FIFNX - FIDELITY CONCORD STREET TRUST - Fidelity Founders Fund
|
|
|
|
|
|
FSMD - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Factor ETF
|
|
|
|
|
|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I
|
|
|
|
|
|
FGLGX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Large Cap Stock Fund
|
|
|
|
|
|
MAGA - ETF Series Solutions - Point Bridge GOP Stock Tracker ETF
|
|
|
|
|
|
FORA Capital, LLC
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Select Mid Cap Core VIP Fund
|
|
|
|
|
|
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio
|
|
|
|
|
|
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Value Fund Class I
|
|
|
|
|
|
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
|
|
|
|
|
|
FMAGX - FIDELITY MAGELLAN FUND - Fidelity Magellan Fund
|
|
|
|
|
|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
|
|
|
|
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
Appleton Partners Inc/ma
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
Crown Oak Advisors, LLC
|
|
|
|
|
|
ARDEX - AMG Funds IV - AMG River Road Dividend All Cap Value Fund CLASS N SHARES
|
|
|
|
|
|
Bridges Investment Management Inc
|
|
|
|
|
|
BIBL - Northern Lights Fund Trust IV - Inspire 100 ETF
|
|
|
|
|
|
Ossiam
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P
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Baskin Financial Services Inc.
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Jane Street Group, Llc
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VIRTUS VARIABLE INSURANCE TRUST - Virtus Rampart Enhanced Core Equity Series Class A
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Meeder Asset Management Inc
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FCLAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Industrials Fund Class A
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Schwartz Investment Counsel Inc
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Oliver Lagore Vanvalin Investment Group
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Catalytic Wealth RIA, LLC
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Mirae Asset Global Investments Co., Ltd.
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Old National Bancorp /in/
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Nisa Investment Advisors, Llc
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PAPI - Morgan Stanley ETF Trust - Parametric Equity Premium Income ETF
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Dark Forest Capital Management Lp
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Covington Investment Advisors Inc.
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SUNAMERICA SERIES TRUST - SA Mid Cap Index Portfolio Class 1
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Treasurer of the State of North Carolina
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Quarry LP
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Envestnet Portfolio Solutions, Inc.
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Federated Hermes, Inc.
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STXV - EA Series Trust - Strive 1000 Value ETF
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QMFNX - AQR Funds - AQR MS Fusion Fund Class N
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TMCGX - THRIVENT MUTUAL FUNDS - Thrivent Mid Cap Growth Fund Class S
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PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
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Man Group plc
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EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
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Voya Infrastructure, Industrials & Materials Fund
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VVJEX - Voya EQUITY TRUST - Voya VACS Series MCV Fund
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New York State Teachers Retirement System
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DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
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CVA Family Office, LLC
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Quadrant Capital Group Llc
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Sachetta, LLC
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Bogart Wealth, LLC
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Alberta Investment Management Corp
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PineBridge Investments, L.P.
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Stephens Consulting, LLC
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NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
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Eagle Global Advisors Llc
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Redwood Investment Management, Llc
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TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
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Riverbridge Partners Llc
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GW&K Investment Management, LLC
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Modera Wealth Management, LLC
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Woodstock Corp
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Atria Investments Llc
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FSCS - FIRST TRUST EXCHANGE-TRADED FUND VI - Mid Cap US Equity Select ETF
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Bell Investment Advisors, Inc
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DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
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RVRB - ADVISORS SERIES TRUST - Reverb ETF
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DDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Dividend ETF
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Vestcor Inc
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Crossmark Global Holdings, Inc.
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Richardson Financial Services Inc.
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Arizona State Retirement System
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Mml Investors Services, Llc
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Contravisory Investment Management, Inc.
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Comerica Bank
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Icon Wealth Advisors, LLC
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FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
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Geneos Wealth Management Inc.
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Ethic Inc.
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AVMC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Equity ETF
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Jfs Wealth Advisors, Llc
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Fenimore Asset Management Inc
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EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
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Colony Group, LLC
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GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
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UMDD - PROSHARES TRUST - ProShares UltraPro MidCap400
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URTH - iShares, Inc. - iShares MSCI World ETF
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IJJ - iSHARES TRUST - iShares S&P Mid-Cap 400 Value ETF
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Connor, Clark & Lunn Investment Management Ltd.
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SMCWX - SMALLCAP WORLD FUND INC - SMALLCAP WORLD FUND INC Class A
|
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Wellington Management Group Llp
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K.J. Harrison & Partners Inc
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FMCSX - FIDELITY CONCORD STREET TRUST - Fidelity Mid-Cap Stock Fund
|
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Bank of New York Mellon Corp
|
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LAFFX - LORD ABBETT AFFILIATED FUND INC - LORD ABBETT AFFILIATED FUND INC Class A
|
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IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF
|
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New Mexico Educational Retirement Board
|
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Tradition Wealth Management, LLC
|
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Synovus Financial Corp
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Alpha Omega Wealth Management LLC
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VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
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Sierra Ocean, Llc
|
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Bokf, Na
|
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GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
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QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
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|
HFM Investment Advisors, LLC
|
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CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
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Wendell David Associates Inc
|
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|
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
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QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
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|
FMDCX - FEDERATED INDEX TRUST - Federated Mid-Cap Index Fund Service Shares
|
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|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
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|
New Age Alpha Funds Trust - NAA Mid Growth Fund Institutional Class
|
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|
Quantum Private Wealth, LLC
|
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|
|
VMIDX - VALIC Co I - Mid Cap Index Fund
|
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|
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WELLS FARGO VARIABLE TRUST - Wells Fargo VT Discovery Fund Class 2
|
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|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
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|
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|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
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|
Centennial Bank/AR/
|
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|
Worldquant Millennium Advisors Llc
|
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|
Susquehanna International Group, Llp
|
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|
Mackenzie Financial Corp
|
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|
Vident Advisory, LLC
|
|
|
|
|
|
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF
|
|
|
|
|
|
Wealth Alliance
|
|
|
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|
|
Bradley Foster & Sargent Inc/ct
|
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|
BLES - Northern Lights Fund Trust IV - Inspire Global Hope ETF
|
|
|
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|
|
Prudential Plc
|
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|
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|
Atomi Financial Group, Inc.
|
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|
Oppenheimer & Co Inc
|
|
|
|
|
|
Howland Capital Management Llc
|
|
|
|
|
|
Advisor OS, LLC
|
|
|
|
|
|
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF
|
|
|
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
|
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|
Oxford Asset Management Llp
|
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|
Platform Technology Partners
|
|
|
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|
DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares
|
|
|
|
|
|
Tudor Financial Inc.
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
T. Rowe Price Investment Management, Inc.
|
|
|
|
|
|
PQCCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Mid-Cap Core Equity Fund Class R6
|
|
|
|
|
|
Marsico Capital Management Llc
|
|
|
|
|
|
GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional
|
|
|
|
|
|
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
|
|
|
|
|
Applied Capital LLC/FL
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
QVMM - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 QVM Multi-factor ETF
|
|
|
|
|
|
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
|
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
|
|
|
|
|
FVD - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line Dividend Index Fund
|
|
|
|
|
|
ENDW - EA Series Trust - Cambria Endowment Style ETF
|
|
|
|
|
|
FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund
|
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|
West Branch Capital LLC
|
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|
