|
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A
|
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|
|
|
|
Byrne Asset Management LLC
|
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|
Farther Finance Advisors, LLC
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|
Total Investment Management Inc
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|
SG Americas Securities, LLC
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP MFS Value Fund Standard Class
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
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|
|
Sentry LLC
|
|
|
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|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
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|
Northwestern Mutual Investment Management Company, Llc
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Wolverine Trading, Llc
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|
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A
|
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|
Coldstream Capital Management Inc
|
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|
Holos Integrated Wealth LLC
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SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
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|
Atlantic Trust, LLC
|
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|
Envestnet Portfolio Solutions, Inc.
|
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|
Profunds - Profund Vp Basic Materials
|
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|
|
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|
TIMVX - TIAA-CREF FUNDS - TIAA-CREF Mid-Cap Value Fund Institutional Class
|
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|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
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|
Tyler-Stone Wealth Management
|
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|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
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|
|
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|
Cullen Capital Management, LLC
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|
Balyasny Asset Management Llc
|
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Spirit Of America Management Corp/ny
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Eastern Bank
|
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|
Citizens & Northern Corp
|
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|
Beacon Capital Management, LLC
|
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|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
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|
Atria Wealth Solutions, Inc.
|
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|
FSC Wealth Advisors, LLC
|
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|
Great Diamond Partners, LLC
|
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|
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
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|
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GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
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|
|
Entropy Technologies, LP
|
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|
Baxter Bros Inc
|
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Aviva Plc
|
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SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
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|
JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF
|
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|
Tompkins Financial Corp
|
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Montag A & Associates Inc
|
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Sumitomo Mitsui DS Asset Management Company, Ltd
|
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SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
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|
Mariner, LLC
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|
Avalon Trust Co
|
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|
Brighthouse Funds Trust II - MFS Value Portfolio Class A
|
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|
Stifel Financial Corp
|
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|
Tritonpoint Wealth, Llc
|
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NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
|
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|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
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|
Hughes Financial Services, LLC
|
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|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
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|
IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I
|
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|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
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|
Guggenheim Strategic Opportunities Fund
|
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Wrapmanager Inc
|
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|
CFMSX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Select Fund
|
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|
Bank & Trust Co
|
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|
Adviser Investments LLC
|
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|
State of New Jersey Common Pension Fund D
|
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Strengthening Families & Communities, LLC
|
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GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
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|
Ritter Daniher Financial Advisory LLC / DE
|
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|
Checchi Capital Advisers, LLC
|
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|
Sovran Advisors, LLC
|
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Franklin Resources Inc
|
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|
|
CAPE - DoubleLine ETF Trust - DoubleLine Shiller CAPE U.S. Equities ETF
|
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|
|
|
Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a)
|
|
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|
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
|
|
|
|
|
|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
|
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|
|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
|
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|
|
|
Chevy Chase Trust Holdings, Inc.
|
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|
|
Concentric Capital Strategies, LP
|
|
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|
|
Perigon Wealth Management, LLC
|
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|
|
Gables Capital Management Inc.
|
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|
|
American Capital Advisory, LLC
|
|
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|
|
Polymer Capital Management (US) LLC
|
|
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|
|
Freestone Capital Holdings, LLC
|
|
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|
Bfsg, Llc
|
|
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|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
GINX - RBB FUND, INC. - SGI Enhanced Global Income ETF
|
|
|
|
|
|
Putnam ETF Trust - Putnam BioRevolution ETF -
|
|
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|
|
Quest Partners LLC
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
|
|
|
|
|
First United Bank Trust/
|
|
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|
|
|
USS Investment Management Ltd
|
|
|
|
|
|
Bollard Group LLC
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
Cornerstone Wealth Group, LLC
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
Princeton Global Asset Management LLC
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares
|
|
|
|
|
|
Topsail Wealth Management, LLC
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
GRSPX - Total Fund Solution - Cromwell Greenspring Mid Cap Fund Institutional Class
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Growth And Income Fund Series I
|
|
|
|
|
|
ACEIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equity And Income Fund Class A
|
|
|
|
|
|
Nwam Llc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Materials Sector Fund (A)
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
Northern Financial Advisors Inc
|
|
|
|
|
|
Laurel Wealth Advisors LLC
|
|
|
|
|
|
Forum Financial Management, LP
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
Sendero Wealth Management, LLC
|
|
|
|
|
|
REAP Financial Group, LLC
|
|
|
|
|
|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
|
|
|
|
|
Twin Tree Management, LP
|
|
|
|
|
|
Argyle Capital Management Inc.
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
First Foundation Advisors
|
|
|
|
|
|
Versor Investments LP
|
|
|
|
|
|
Jain Global LLC
|
|
|
|
|
|
Kaufman Rossin Wealth, LLC
|
|
|
|
|
|
Coppell Advisory Solutions LLC
|
|
|
|
|
|
Great West Life Assurance Co /can/
|
|
|
|
|
|
DEUTSCHE DWS VARIABLE SERIES I - DWS Core Equity VIP Class A
|
|
|
|
|
|
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio
|
|
|
|
|
|
Hazlett, Burt & Watson, Inc.
|
|
|
|
|
|
Round Rock Advisors, LLC
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
Pacific Center for Financial Services
|
|
|
|
|
|
LVPIX - Profunds - Large-cap Value Profund Investor Class
|
|
|
|
|
|
Pineridge Advisors LLC
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
Onefund, Llc
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
|
|
|
First National Trust Co
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A
|
|
|
|
|
|
TRMCX - T. Rowe Price Mid-Cap Value Fund, Inc. - T. Rowe Price Mid-Cap Value Fund, Inc.
|
|
|
|
|
|
PACIFIC SELECT FUND - Mid-Cap Value Portfolio Class I
|
|
|
|
|
|
Raiffeisen Bank International AG
|
|
|
|
|
|
Concorde Financial Corp
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
|
|
|
|
|
Hurley Capital, LLC
|
|
|
|
|
|
BMPIX - Profunds - Basic Materials Ultrasector Profund Investor Class
|
|
|
|
|
|
NJ State Employees Deferred Compensation Plan
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
|
|
|
|
|
Mission Wealth Management, Lp
|
|
|
|
|
|
Hood River Capital Management LLC
|
|
|
|
|
|
SPC Financial, Inc.
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
Navellier & Associates Inc
|
|
|
|
|
|
Point72 Asset Management, L.P.
|
|
|
|
|
|
Bank OZK
|
|
|
|
|
|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
|
|
|
|
|
Aaron Wealth Advisors LLC
|
|
|
|
|
|
FCGBX - TEMPLETON GLOBAL INVESTMENT TRUST - Templeton Global Balanced Fund Class C
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
Union Savings Bank
|
|
|
|
|
|
Crescent Sterling, Ltd.
|
|
|
|
|
|
Fisher Funds Management LTD
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
Ossiam
|
|
|
|
|
|
Leo Wealth, LLC
|
|
|
|
|
|
Hillman Capital Management, Inc.
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
National Pension Service
|
|
|
|
|
|
Wood Tarver Financial Group, LLC
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
Texas Capital Bancshares Inc/tx
|
|
|
|
|
|
Integrated Advisors Network LLC
|
|
|
|
|
|
Sivia Capital Partners, LLC
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
Exchange Bank
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
Plato Investment Management Ltd
|
|
|
|
|
|
TFOAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Focused Fund A
|
|
|
|
|
|
FOWF - Pacer Funds Trust - Pacer Solactive Whitney Future of Warfare ETF
|
|
|
|
|
|
BLPIX - Profunds - Bull Profund Investor Class
|
|
|
|
|
|
Agf Management Ltd
|
|
|
|
|
|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
|
|
|
|
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares
|
|
|
|
|
|
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
|
|
|
|
|
IYJ - iSHARES TRUST - iShares U.S. Industrials ETF
|
|
|
|
|
|
Iron Horse Wealth Management, LLC
|
|
|
|
|
|
TD Capital Management LLC
|
|
|
|
|
|
Norges Bank
|
|
|
|
|
|
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund
|
|
|
|
|
|
Focus Financial Network, Inc.
|
|
|
|
|
|
Sumitomo Life Insurance Co
|
|
|
|
|
|
Capital Investment Advisory Services, LLC
|
|
|
|
|
|
Investor's Fiduciary Advisor Network, LLC
|
|
|
|
|
|
AIA Group Ltd
|
|
|
|
|
|
Dana Investment Advisors, Inc.
|
|
|
|
|
|
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
First Financial Corp /in/
|
|
|
|
|
|
Chickasaw Capital Management Llc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A
|
|
|
|
|
|
Alberta Investment Management Corp
|
|
|
|
|
|
Northern Lights Fund Trust - BTS Enhanced Equity Income Fund - Class I
|
|
|
|
|
|
Reynders McVeigh Capital Management, LLC
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
GHP Investment Advisors, Inc.
|
|
|
|
|
|
Steigerwald, Gordon & Koch Inc.
|
|
|
|
|
|
JVMAX - John Hancock Funds III - John Hancock Disciplined Value Mid Cap Fund Class A
|
|
|
|
|
|
Fourth Dimension Wealth, LLC
|
|
|
|
|
|
Dynamic Wealth Strategies, LLC
|
|
|
|
|
|
Brevan Howard Capital Management LP
|
|
|
|
|
|
NorthRock Partners, LLC
|
|
|
|
|
|
Olistico Wealth, LLC
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
|
|
|
|
|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
|
|
|
|
PQNAX - ALLIANZ FUNDS - AllianzGI NFJ Mid-Cap Value Fund A
|
|
|
|
|
|
Reuter James Wealth Management, Llc
|
|
|
|
|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
|
|
|
|
SILVX - RBB FUND, INC. - SGI U.S. Large Cap Equity Fund Class I
|
|
|
|
|
|
NQCAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Large-Cap Value Fund Class A
|
|
|
|
|
|
Profunds - Profund Vp Ultrabull
|
|
|
|
|
|
Bdf-gestion
|
|
|
|
|
|
Spinnaker Trust
|
|
|
|
|
|
Lighthouse Investment Partners, LLC
|
|
|
|
|
|
FTCE - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust New Constructs Core Earnings Leaders ETF
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
HOVLX - HOMESTEAD FUNDS INC - Value Fund
|
|
|
|
|
|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
Vontobel Holding Ltd.
|
|
|
|
|
|
Spartan Planning & Wealth Management
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
Pflug Koory, LLC
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
MFRFX - MFS SERIES TRUST V - MFS Research Fund A
|
|
|
|
|
|
MSFRX - MFS SERIES TRUST V - MFS Total Return Fund A
|
|
|
|
|
|
POSKX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Stock Fund
|
|
|
|
|
|
HCMAX - ALPS Series Trust - Hillman Value Fund
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Research Series Initial Class
|
|
|
|
|
|
Allegheny Financial Group LTD
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
CGC Financial Services, LLC
|
|
|
|
|
|
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF
|
|
|
|
|
|
Godsey & Gibb Associates
|
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|
|
|
|
Mraz, Amerine & Associates, Inc.
|
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Private Wealth Management Group, LLC
|
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|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
|
FEAC - FIDELITY COVINGTON TRUST - Fidelity Enhanced U.S. All-Cap Equity ETF
|
|
|
|
|
|
Voya Infrastructure, Industrials & Materials Fund
|
|
|
|
|
|
Mufg Securities Americas Inc.
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
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Mutual Of America Capital Management Llc
|
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|
|
SMOT - VanEck ETF Trust - VanEck Morningstar SMID Moat ETF
|
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|
Vermillion & White Wealth Management Group, LLC
|
|
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Institutional Investment Strategy Fund
|
|
|
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|
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc.
|
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Bragg Financial Advisors, Inc
|
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Commonwealth Equity Services, Llc
|
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BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
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|
Northwest Bancshares, Inc.
|
|
|
|
|
|
IPMIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus MidCap Portfolio Class I
|
|
|
|
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|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
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|
Bellwether Advisors, LLC
|
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|
Citadel Advisors Llc
|
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Brookmont Capital Management
|
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TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Common Stock Fund - Class I
|
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|
Warren Averett Asset Management, LLC
|
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Obermeyer Wood Investment Counsel, Lllp
|
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UMA Financial Services, Inc.
|
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Glenmede Trust Co Na
|
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Clifford Swan Investment Counsel Llc
|
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|
|
|
PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A
|
|
|
|
|
|
JOHN HANCOCK INVESTMENT TRUST - John Hancock Diversified Real Assets Fund Class NAV
|
|
|
|
|
|
Lansforsakringar Fondforvaltning AB (publ)
|
|
|
|
|
|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
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|
Pin Oak Investment Advisors Inc
|
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Pines Wealth Management, LLC
|
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Camden Capital, LLC
|
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XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
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|
Lbmc Investment Advisors, Llc
|
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Provenance Wealth Advisors, LLC
|
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PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
|
|
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|
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Sherbrooke Park Advisers Llc
|
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|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
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|
GPS Wealth Strategies Group, LLC
|
|
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|
|
|
PEYAX - PUTNAM EQUITY INCOME FUND - PUTNAM EQUITY INCOME FUND Class A Shares
|
|
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|
Independence Bank of Kentucky
|
|
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|
State Board Of Administration Of Florida Retirement System
|
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|
Jmac Enterprises Llc
|
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|
Global Wealth Strategies & Associates
|
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Old Port Advisors
|
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Two Roads Shared Trust - Hypatia Women CEO ETF
|
|
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|
Auxier Asset Management
|
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|
Stratos Wealth Partners, LTD.
|
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|
Cim Investment Mangement Inc
|
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|
Nomura Asset Management Co Ltd
|
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Fmr Llc
|
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Evelyn Partners Asset Management Ltd
|
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State Street Corp
|
|
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|
Modera Wealth Management, LLC
|
|
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|
Bank Of Nova Scotia
|
|
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|
Crews Bank & Trust
|
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DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
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|
|
|
|
Easterly Investment Partners Llc
|
|
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|
|
Beaird Harris Wealth Management, LLC
|
|
|
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|
|
Nicolet Bankshares Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
|
|
|
|
|
PY - Principal Exchange-Traded Funds - Principal Shareholder Yield Index ETF
|
|
|
|
|
|
Proffitt & Goodson Inc
|
|
|
|
|
|
Estabrook Capital Management
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
Evercore Wealth Management, LLC
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
1620 Investment Advisors, Inc.
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
|
|
|
|
IDAT - iSHARES TRUST - iShares Cloud 5G and Tech ETF
|
|
|
|
|
|
Rakuten Securities, Inc.
|
|
|
|
|
|
Bangor Savings Bank
|
|
|
|
|
|
Bank of Jackson Hole Trust
|
|
|
|
|
|
C M Bidwell & Associates Ltd
|
|
|
|
|
|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
|
|
|
|
Logan Capital Management Inc
|
|
|
|
|
|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
SENCX - TOUCHSTONE STRATEGIC TRUST - Touchstone Large Cap Focused Fund Class A
|
|
|
|
|
|
Titleist Asset Management, Llc
|
|
|
|
|
|
Calton & Associates, Inc.
|
|
|
|
|
|
PNRAX - PUTNAM INVESTMENT FUNDS - Putnam Research Fund Class A Shares
|
|
|
|
|
|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
Chicago Capital, LLC
|
|
|
|
|
|
Two Sigma Investments, Lp
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
Everhart Financial Group, Inc.
|
|
|
|
|
|
Essex Investment Management Co Llc
|
|
|
|
|
|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
|
|
|
|
|
Jamison Private Wealth Management, Inc.
|
|
|
|
|
|
Forsta Ap-fonden
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
Richardson Financial Services Inc.
|
|
|
|
|
|
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
|
|
|
|
|
Kovack Advisors, Inc.
|
|
|
|
|
|
Smith, Moore & Co.
|
|
|
|
|
|
URTH - iShares, Inc. - iShares MSCI World ETF
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Total Return Series Initial Class
|
|
|
|
|
|
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A
|
|
|
|
|
|
Verdence Capital Advisors LLC
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF
|
|
|
|
|
|
Allianzgi Equity & Convertible Income Fund
|
|
|
|
|
|
Register Financial Advisors LLC
|
|
|
|
|
|
AUXAX - FORUM FUNDS - Auxier Focus Fund A Shares
|
|
|
|
|
|
SPRAX - Prudential Investment Portfolios, Inc. 10 - Pgim Qma Mid-cap Value Fund Class A
|
|
|
|
|
|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Westchester Capital Event Driven Fund (A)
|
|
|
|
|
|
Harbor Capital Advisors, Inc.
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
|
|
|
|
|
XLB - SELECT SECTOR SPDR TRUST - The Materials Select Sector SPDR Fund
|
|
|
|
|
|
Hollencrest Capital Management
|
|
|
|
|
|
Harvest Fund Management Co., Ltd
|
|
|
|
|
|
Hanson & Doremus Investment Management
|
|
|
|
|
|
EAPDX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Dividend Income Fund Investor Class
|
|
|
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
|
|
|
|
|
PKAIX - PIMCO Equity Series - PIMCO RAE US Fund Institutional Class
|
|
|
|
|
|
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
|
|
|
|
|
|
Daiwa Securities Group Inc.
|
|
|
|
|
|
Shelton Capital Management
|
|
|
|
|
|
GQLVX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Value Equity Portfolio
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
Marble Harbor Investment Counsel, LLC
|
|
|
|
|
|
Monetary Management Group Inc
|
|
|
|
|
|
SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A
|
|
|
|
|
|
Livelsberger Financial Advisory
|
|
|
|
|
|
Point72 Asia (Singapore) Pte. Ltd.
|
|
|
|
|
|
Delta Investment Management, LLC
|
|
|
|
|
|
Aigen Investment Management, Lp
|
|
|
|
|
|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
First American Bank
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
SYM FINANCIAL Corp
|
|
|
|
|
|
Accurate Wealth Management, LLC
|
|
|
|
|
|
Central Bank & Trust Co
|
|
|
|
|
|
TruNorth Capital Management, LLC
|
|
|
|
|
|
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
|
|
|
|
|
Morse Asset Management, Inc
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
Wedmont Private Capital
|
|
|
|
|
|
Venture Visionary Partners LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
|
|
|
|
|
Prelude Capital Management, Llc
|
|
|
|
|
|
Strategic Planning, Inc.
|
|
|
|
|
|
Centennial Bank/AR/
|
|
|
|
|
|
Country Trust Bank
|
|
|
|
|
|
SOA Wealth Advisors, LLC.
|
|
|
|
|
|
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
|
|
|
|
|
Norinchukin Bank, The
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
Investors Research Corp
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
Phoenix Holdings Ltd.
|
|
|
|
|
|
Clarius Group, LLC
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
|
|
|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
|
|
Personal Cfo Solutions, Llc
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
United Bank
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
HBK Sorce Advisory LLC
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
|
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
|
|
|
|
|
Main Street Group, LTD
|
|
|
|
|
|
DURA - VanEck Vectors ETF Trust - VanEck Vectors Morningstar Durable Dividend ETF
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
Evermay Wealth Management Llc
|
|
|
|
|
|
GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class
|
|
|
|
|
|
RYZAX - RYDEX SERIES FUNDS - S&P 500 Pure Value Fund Class H
|
|
|
|
|
|
Congress Wealth Management LLC / DE /
|
|
|
|
|
|
Graham Capital Management, L.P.
|
|
|
|
|
|
STRV - EA Series Trust - Strive 500 ETF
|
|
|
|
|
|
Searle & Co.
|
|
|
|
|
|
Crestwood Advisors Group LLC
|
|
|
|
|
|
Klingman & Associates, LLC
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
Rnc Capital Management Llc
|
|
|
|
|
|
10Elms LLP
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
Tradewinds Capital Management, LLC
|
|
|
|
|
|
CNB Bank
|
|
|
|
|
|
First National Bank & Trust Co Of Newtown
|
|
|
|
|
|
Close Asset Management Ltd
|
|
|
|
|
|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
|
|
|
|
Hartford Investment Management Co
|
|
|
|
|
|
CSMEX - CARILLON SERIES TRUST - Carillon Scout Mid Cap Fund Class A
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
Plante Moran Financial Advisors, LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - Comstock Portfolio Class I
|
|
|
|
|
|
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
|
|
|
|
|
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund
|
|
|
|
|
|
ESL Trust Services, LLC
|
|
|
|
|
|
Magnetar Financial LLC
|
|
|
|
|
|
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
|
|
|
|
|
|
Everence Capital Management Inc
|
|
|
|
|
|
Ransom Advisory, Ltd
|
|
|
|
|
|
Allianzgi Diversified Income & Convertible Fund
|
|
|
|
|
|
CenterStar Asset Management, LLC
|
|
|
|
|
|
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
|
|
|
|
|
Capital Investment Advisors, LLC
|
|
|
|
|
|
Retirement Systems of Alabama
|
|
|
|
|
|
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Main Street Fund Class C
|
|
|
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
|
|
|
|
|
Bellevue Asset Management, Llc
|
|
|
|
|
|
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
|
|
|
|
|
Westchester Capital Management, LLC
|
|
|
|
|
|
Entruity Wealth, LLC
|
|
|
|
|
|
Alerus Financial Na
|
|
|
|
|
|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
|
|
|
|
Potomac Fund Management Inc /adv
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
William B. Walkup & Associates, Inc.
|
|
|
|
|
|
Banque Transatlantique SA
|
|
|
|
|
|
Park National Corp /oh/
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
Tax-managed Growth Portfolio - Tax-managed Growth Portfolio
|
|
|
|
|
|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
|
|
|
Iowa State Bank
|
|
|
|
|
|
Jump Financial, LLC
|
|
|
|
|
|
NEOS ETF Trust - FIS Bright Portfolios Focused Equity ETF
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
MML Series Investment Fund II - MML Equity Rotation Fund Class II
|
|
|
|
|
|
Primecap Management Co/ca/
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Outfitter Financial LLC
|
|
|
|
|
|
Scopus Asset Management, L.p.
|
|
|
|
|
|
Skandinaviska Enskilda Banken AB (publ)
|
|
|
|
|
|
Garner Asset Management Corp
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
JAGWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Value Trust NAV
|
|
|
|
|
|
Steinberg Asset Management Llc
|
|
|
|
|
|
Tempus Wealth Planning, LLC
|
|
|
|
|
|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
|
|
|
|
JDVRX - PRUDENTIAL INVESTMENT PORTFOLIOS 7 - PGIM JENNISON VALUE FUND Class R
|
|
|
|
|
|
Cornercap Investment Counsel Inc
|
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RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
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|
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|
Pinnacle Bancorp, Inc.
|
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|
Rise Advisors, LLC
|
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|
Public Employees Retirement System Of Ohio
|
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|
Meyer Handelman Co
|
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|
Sumitomo Mitsui Trust Holdings, Inc.
|
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Spdr S&p 500 Etf Trust
|
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TRLIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Fund Institutional Class
|
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Morgan Stanley
|
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Avion Wealth
|
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Cardinal Capital Management
|
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DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
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Savant Capital, LLC
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Fox Run Management, L.l.c.
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Generali Investments, Management Co LLC
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Universal- Beteiligungs- und Servicegesellschaft mbH
|
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WCERX - Westchester Capital Funds - WCM Alternatives: Event-Driven Fund - Investor Class Shares
|
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Zhang Financial LLC
|
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Biltmore Family Office, LLC
|
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|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
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|
Aviance Capital Partners, LLC
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Cwm, Llc
|
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MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
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CBIZ Investment Advisory Services, LLC
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Toroso Investments, LLC
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Gratus Wealth Advisors, LLC
|
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GBCIX - Gabelli Dividend Growth Fund - The Gabelli Dividend Growth Fund Class I
|
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SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
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Cary Street Partners Financial Llc
|
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E. Ohman J:or Asset Management AB
|
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Treasurer of the State of North Carolina
|
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Banco BTG Pactual S.A.
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ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
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BPGIX - RBB FUND, INC. - Boston Partners Global Equity Fund Institutional Class
|
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|
Marshall & Sterling Wealth Advisors Inc.
|
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Coastal Bridge Advisors, LLC
|
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MFS VARIABLE INSURANCE TRUST II - MFS Core Equity Portfolio Initial Class
|
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|
|
|
|
Atom Investors LP
|
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|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
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|
Seacrest Wealth Management, Llc
|
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Albion Financial Group /ut
|
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Janus Henderson Group Plc
|
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Investment Management Corp of Ontario
|
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Wealth Alliance
|
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Truist Financial Corp
|
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Ntv Asset Management Llc
|
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Global X Japan Co., Ltd.
|
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Lowe Brockenbrough & Co Inc
|
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|
Semmax Financial Advisors Inc.
|
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LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
|
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|
Amalgamated Bank
|
|
|
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|
|
McIlrath & Eck, LLC
|
|
|
|
|
|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
|
|
|
|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
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FMDE - FIDELITY COVINGTON TRUST - Fidelity Enhanced Mid Cap ETF
|
|
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|
Vinva Investment Management Ltd
|
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|
U.S. Capital Wealth Advisors, LLC
|
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|
Manchester Capital Management LLC
|
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|
Simplex Trading, Llc
|
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UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
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|
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|
MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class
|
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|
Bell & Brown Wealth Advisors, Llc
|
|
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|
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|
Sigma Planning Corp
|
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|
True North Advisors, LLC
|
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|
Td Asset Management Inc
|
|
|
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|
D.a. Davidson & Co.
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
CHICAGO TRUST Co NA
|
|
|
|
|
|
Trust Co Of Vermont
|
|
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|
Smithfield Trust Co
|
|
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|
Woodline Partners LP
|
|
|
|
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|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
|
|
|
|
|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
|
|
|
|
|
FCEUX - FRANKLIN FUND ALLOCATOR SERIES - Franklin U.S. Core Equity (IU) Fund Advisor
|
|
|
|
|
|
American National Bank
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
TNBIX - 1290 Funds - 1290 SmartBeta Equity Fund Class I
|
|
|
|
|
|
Quintet Private Bank (Europe) S.A.
|
|
|
|
|
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
|
|
|
|
|
Global Trust Asset Management, LLC
|
|
|
|
|
|
MTM Investment Management, LLC
|
|
|
|
|
|
JPIVX - JPMorgan Trust I - JPMorgan Intrepid Value Fund Class I
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
|
|
|
|
|
Re Advisers Corp
|
|
|
|
|
|
Ilmarinen Mutual Pension Insurance Co
|
|
|
|
|
|
Garde Capital, Inc.
|
|
|
|
|
|
Tocqueville Asset Management L.p.
|
|
|
|
|
|
Ingalls & Snyder Llc
|
|
|
|
|
|
VPCCX - VANGUARD FENWAY FUNDS - Vanguard PRIMECAP Core Fund Investor Shares
|
|
|
|
|
|
Cetera Trust Company, N.A
|
|
|
|
|
|
Stonegate Investment Group, LLC
|
|
|
|
|
|
Wesbanco Bank Inc
|
|
|
|
|
|
Trust Co
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3
|
|
|
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
|
|
|
|
|
|
Mengis Capital Management, Inc.
|
|
|
|
|
|
Scarborough Advisors, LLC
|
|
|
|
|
|
Headlands Technologies LLC
|
|
|
|
|
|
FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF
|
|
|
|
|
|
PRAFX - T. Rowe Price Real Assets Fund, Inc. - T. Rowe Price Real Assets Fund, Inc.
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A
|
|
|
|
|
|
North Capital, Inc.
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
|
Panagora Asset Management Inc
|
|
|
|
|
|
Mpwm Advisory Solutions, Llc
|
|
|
|
|
|
Fairscale Capital, LLC
|
|
|
|
|
|
SHRT - Tidal ETF Trust - Gotham Short Strategies ETF
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
Westside Investment Management, Inc.
|
|
|
|
|
|
Pinney & Scofield, Inc.
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
|
|
PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares
|
|
|
|
|
|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
FFEIX - NUVEEN INVESTMENT FUNDS INC - Nuveen Dividend Value Fund Class A
|
|
|
|
|
|
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
DHJJ Financial Advisors, Ltd.
|
|
|
|
|
|
Westhampton Capital, LLC
|
|
|
|
|
|
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
|
|
|
|
Calamos Advisors LLC
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
|
|
|
|
|
Chilton Capital Management Llc
|
|
|
|
|
|
Nuveen Multi-Asset Income Fund
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
|
|
|
|
|
Parvin Asset Management, LLC
|
|
|
|
|
|
Integris Wealth Management, LLC
|
|
|
|
|
|
BVOIX - Perpetual Americas Funds Trust - Barrow Hanley US Value Opportunities Fund Institutional Shares
|
|
|
|
|
|
Pettee Investors, Inc.
|
|
|
|
|
|
AQEIX - LKCM Funds - LKCM Aquinas Catholic Equity Fund
|
|
|
|
|
|
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A
|
|
|
|
|
|
Ironwood Wealth Management, Inc.
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
Nissay Asset Management Corp /japan/ /adv
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
First National Bank Of Omaha
|
|
|
|
|
|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
|
|
|
|
Burke & Herbert Bank & Trust Co
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A
|
|
|
|
|
|
Wall Street Access Asset Management, LLC
|
|
|
|
|
|
Baldwin Brothers Inc/ma
|
|
|
|
|
|
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
New Mexico Educational Retirement Board
|
|
|
|
|
|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
|
|
|
|
|
LCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Large Core ETF
|
|
|
|
|
|
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
|
|
|
|
|
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
Snider Financial Group
|
|
|
|
|
|
Inscription Capital, LLC
|
|
|
|
|
|
Douglass Winthrop Advisors, LLC
|
|
|
|
|
|
Fiduciary Alliance LLC
|
|
|
|
|
|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
Petrus Trust Company, LTA
|
|
|
|
|
|
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
|
|
|
|
|
|
Newman Dignan & Sheerar, Inc.
|
|
|
|
|
|
Westwood Holdings Group Inc
|
|
|
|
|
|
FSCHX - FIDELITY SELECT PORTFOLIOS - Chemicals Portfolio
|
|
|
|
|
|
Needham Investment Management Llc
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST III - MFS Mid Cap Value Portfolio Initial Class
|
|
|
|
|
|
Diversified Trust Co
|
|
|
|
|
|
FFND - NORTHERN LIGHTS FUND TRUST II - The Future Fund Active ETF
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
Pitcairn Co
|
|
|
|
|
|
Centiva Capital, LP
|
|
|
|
|
|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
|
|
|
|
|
Knights of Columbus Asset Advisors LLC
|
|
|
|
|
|
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
|
|
|
|
|
|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
|
|
|
|
|
Sierra Ocean, Llc
|
|
|
|
|
|
DIVHX - CUTLER TRUST - Cutler Equity Fund Class II Shares
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
|
|
|
|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
|
|
|
|
|
Arlington Trust Co LLC
|
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
|
Barrow Hanley Mewhinney & Strauss Llc
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
Schechter Investment Advisors, LLC
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
Traynor Capital Management, Inc.
|
|
|
|
|
|
Montecito Bank & Trust
|
|
|
|
|
|
Silverleafe Capital Partners, LLC
|
|
|
|
|
|
SPHQ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Quality ETF
|
|
|
|
|
|
Tandem Investment Advisors, Inc.
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
Bell Bank
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio
|
|
|
|
|
|
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - NATURAL RESOURCES PORTFOLIO Class I
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Morningstar SMID Moat Focus Index Fund (I)
|
|
|
|
|
|
Cutler Investment Counsel Llc
|
|
|
|
|
|
Quest 10 Wealth Builders, Inc.
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
Mcintyre Freedman & Flynn Investment Advisers Inc
|
|
|
|
|
|
Jacobi Capital Management LLC
|
|
|
|
|
|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Value Series Initial Class
|
|
|
|
|
|
DT Investment Partners, LLC
|
|
|
|
|
|
Carnegie Capital Asset Management, LLC
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF
|
|
|
|
|
|
Trifecta Capital Advisors, LLC
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Multi-Cap Core Fund Class IA Shares
|
|
|
|
|
|
Candriam Luxembourg S.C.A.
|
|
|
|
|
|
Mainstay Capital Management Llc /adv
|
|
|
|
|
|
TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R
|
|
|
|
|
|
Northstar Asset Management Llc
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares
|
|
|
|
|
|
Fruth Investment Management
|
|
|
|
|
|
FFNKX - VARIABLE INSURANCE PRODUCTS FUND IV - Materials Portfolio Initial Class
|
|
|
|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
Horizon Bancorp Inc /in/
|
|
|
|
|
|
Gen-Wealth Partners Inc
|
|
|
|
|
|
Bradley Foster & Sargent Inc/ct
|
|
|
|
|
|
Royal London Asset Management Ltd
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
Evoke Wealth, Llc
|
|
|
|
|
|
Trust Co Of Virginia /va
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
Shoker Investment Counsel, Inc.
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
|
|
|
|
|
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I
|
|
|
|
|
|
Ipswich Investment Management Co., Inc.
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Stone House Investment Management, LLC
|
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Howard Hughes Medical Institute
|
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Franklin Street Advisors Inc /nc
|
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|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
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VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
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Beacon Financial Group
|
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|
IVE - iSHARES TRUST - iShares S&P 500 Value ETF
|
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TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
|
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Hsbc Holdings Plc
|
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Mitchell Mcleod Pugh & Williams Inc
|
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LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
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Intellectus Partners, LLC
|
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Manufacturers Life Insurance Company, The
|
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DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
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|
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|
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
|
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Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
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Plimoth Trust Co Llc
|
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BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio
|
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AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Main Street Fund Series II
|
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BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Event Driven Equity Fund Investor A
|
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SummitTX Capital, L.P.
|
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REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y
|
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OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
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American Century Companies Inc
|
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Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
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Capital Advisors Inc/ok
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Hager Investment Management Services, Llc
|
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Private Wealth Asset Management, LLC
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Lummis Asset Management, LP
|
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Essex Financial Services, Inc.
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EQ ADVISORS TRUST - 1290 VT Equity Income Portfolio Class IB
|
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FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
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N.E.W. Advisory Services LLC
|
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Syon Capital Llc
|
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PRNT - Ark ETF Trust - The 3D Printing ETF
|
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Providence First Trust Co
|
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Hedges Asset Management LLC
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Teacher Retirement System Of Texas
|
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Orca Wealth Management, LLC
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Citigroup Inc
|
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Gladstone Institutional Advisory LLC
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TQGEX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM Global Equity Fund
|
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JAKWX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Disciplined Value Global Long/Short Fund Class NAV
|
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Prudential Financial Inc
|
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Federated Hermes, Inc.
|
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Metis Global Partners, LLC
|
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JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
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|
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|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Mid Cap Core Equity Fund Series I
|
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Livforsakringsbolaget Skandia, Omsesidigt
|
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Kentucky Retirement Systems
|
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Jpmorgan Chase & Co
|
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TQMVX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Value Equity Fund
|
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|
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|
Ancora Advisors, LLC
|
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FASEX - NUVEEN INVESTMENT FUNDS INC - Nuveen Mid Cap Value Fund Class A
|
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Zions Bancorporation, National Association /ut/
|
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Gabelli Equity Trust Inc
|
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New York State Teachers Retirement System
|
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Bull Street Advisors, LLC
|
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NORTHWESTERN MUTUAL SERIES FUND INC - Domestic Equity Portfolio
|
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|
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PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
|
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Ag2r La Mondiale Gestion D'actifs
|
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Securian Funds Trust - SFT Index 500 Fund Class 1
|
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|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
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|
Edgestream Partners, L.P.
|
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class
|
|
|
|
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|
PAPI - Morgan Stanley ETF Trust - Parametric Equity Premium Income ETF
|
|
|
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|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
|
|
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|
Truvestments Capital Llc
|
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|
M&t Bank Corp
|
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|
Kestra Private Wealth Services, Llc
|
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Oakworth Capital, Inc.
|
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DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
|
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|
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|
Wolverine Asset Management Llc
|
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Azimuth Capital Investment Management LLC
|
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INFO - Harbor ETF Trust - Harbor PanAgora Dynamic Large Cap Core ETF
|
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|
Simplicity Wealth,LLC
|
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|
Humankind Investments LLC
|
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Granite FO LLC
|
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|
Kera Capital Partners, Inc.
|
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OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF
|
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|
Gabelli Dividend & Income Trust
|
|
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|
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|
Old North State Trust, LLC
|
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|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
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|
BOK Financial Private Wealth, Inc.
|
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|
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AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
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|
Safe Harbor Fiduciary, LLC
|
|
|
|
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|
Ti-trust, Inc
|
|
|
|
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|
Deseret Mutual Benefit Administrators
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
|
|
|
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|
Voya Investment Management Llc
|
|
|
|
|
|
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
|
|
|
|
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|
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Balanced Fund
|
|
|
|
|
|
Nicholas Company, Inc.
|
|
|
|
|
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
|
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|
|
|
Syntax Research, Inc.
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
Avantax Planning Partners, Inc.
|
|
|
|
|
|
Argent Trust Co
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
Kimelman & Baird, LLC
|
|
|
|
|
|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
|
|
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF
|
|
|
|
|
|
Essex LLC
|
|
|
|
|
|
Mediolanum International Funds Ltd
|
|
|
|
|
|
PKW - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco BuyBack Achievers ETF
|
|
|
|
|
|
Gallagher Fiduciary Advisors, LLC
|
|
|
|
|
|
Slocum, Gordon & Co LLP
|
|
|
|
|
|
Canada Pension Plan Investment Board
|
|
|
|
|
|
Principle Wealth Partners Llc
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
|
|
|
|
Riverwater Partners LLC
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
NAWGX - Voya MUTUAL FUNDS - Voya Global Equity Fund Class A
|
|
|
|
|
|
VMVIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Value Index Fund Investor Shares
|
|
|
|
|
|
Premier Path Wealth Partners, LLC
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
|
|
|
|
|
|
Prosperity Consulting Group, LLC
|
|
|
|
|
|
Mystic Asset Management, Inc.
|
|
|
|
|
|
Landscape Capital Management, L.l.c.
|
|
|
|
|
|
Abner Herrman & Brock Llc
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
|
|
|
|
|
|
FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
Nvwm, Llc
|
|
|
|
|
|
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
King Luther Capital Management Corp
|
|
|
|
|
|
Allianz Se
|
|
|
|
|
|
MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A
|
|
|
|
|
|
Community Bank, N.A.
|
|
|
|
|
|
Ckw Financial Group
|
|
|
|
|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
|
|
|
|
Kessler Investment Group, LLC
|
|
|
|
|
|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
|
|
|
|
Victory Financial Group, Llc
|
|
|
|
|
|
Triglav Skladi, D.o.o.
|
|
|
|
|
|
iA Global Asset Management Inc.
|
|
|
|
|
|
Arista Wealth Management, LLC
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
Daymark Wealth Partners, Llc
|
|
|
|
|
|
Whalen Wealth Management Inc.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA MFS Total Return Portfolio Class 1
|
|
|
|
|
|
Providence Wealth Advisors, LLC
|
|
|
|
|
|
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF
|
|
|
|
|
|
Delta Financial Group, Inc.
|
|
|
|
|
|
Connors Investor Services Inc
|
|
|
|
|
|
Thompson Investment Management, Inc.
|
|
|
|
|
|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
|
|
Retirement Wealth Solutions LLC
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
Group One Trading, L.p.
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
Ivy Variable Insurance Portfolios - Ivy VIP Value Class II
|
|
|
|
|
|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
Hickory Point Bank & Trust
|
|
|
|
|
|
Heritage Wealth Advisors
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
|
|
|
|
|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
|
|
|
Profund Advisors Llc
|
|
|
|
|
|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
|
|
|
|
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio
|
|
|
|
|
|
First Hawaiian Bank
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
|
|
|
|
Welch & Forbes Llc
|
|
|
|
|
|
Riverview Trust Co
|
|
|
|
|
|
Polar Asset Management Partners Inc.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
Coston, McIsaac & Partners
|
|
|
|
|
|
StoneX Group Inc.
|
|
|
|
|
|
Segment Wealth Management, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
Assenagon Asset Management S.A.
|
|
|
|
|
|
VYMYX - Voya EQUITY TRUST - Voya Mid Cap Research Enhanced Index Fund Class W
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
|
|
|
|
Roble, Belko & Company, Inc
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
Engineers Gate Manager LP
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
Pallas Capital Advisors LLC
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
Newport Trust Co
|
|
|
|
|
|
Transce3nd, LLC
|
|
|
|
|
|
Red Mountain Financial, LLC
|
|
|
|
|
|
Staley Capital Advisers Inc
|
|
|
|
|
|
LGT Group Foundation
|
|
|
|
|
|
SGLC - RBB FUND, INC. - SGI U.S. Large Cap Core ETF
|
|
|
|
|
|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
|
|
|
Stock Yards Bank & Trust Co
|
|
|
|
|
|
NOSIX - Northern Funds - Northern Stock Index Fund
|
|
|
|
|
|
Belpointe Asset Management LLC
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
Institute for Wealth Management, LLC.
|
|
|
|
|
|
Wahed Invest LLC
|
|
|
|
|
|
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
|
|
|
|
|
|
Andra AP-fonden
|
|
|
|
|
|
Midwest Trust Co
|
|
|
|
|
|
Glenview Trust Co
|
|
|
|
|
|
Cape Investment Advisory, Inc.
|
|
|
|
|
|
Williams Jones Wealth Management, LLC.
|
|
|
|
|
|
New York Life Investment Management Llc
|
|
|
|
|
|
Red Tortoise LLC
|
|
|
|
|
|
Waters Parkerson & Co., Llc
|
|
|
|
|
|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
|
|
|
|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
|
|
|
Howe & Rusling Inc
|
|
|
|
|
|
Dorsey & Whitney Trust CO LLC
|
|
|
|
|
|
Marietta Investment Partners Llc
|
|
|
|
|
|
St. Johns Investment Management Company, LLC
|
|
|
|
|
|
AADEX - AMERICAN BEACON FUNDS - American Beacon Large Cap Value Fund Institutional Class
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
Tiaa Trust, National Association
|
|
|
|
|
|
Klingenstein Fields & Co Lp
|
|
|
|
|
|
Mission Creek Capital Partners, Inc.
|
|
|
|
|
|
DDVAX - Delaware Group Equity Funds Ii - Delaware Value Fund Class A
|
|
|
|
|
|
Bowen Hanes & Co Inc
|
|
|
|
|
|
Brandywine Oak Private Wealth Llc
|
|
|
|
|
|
TOWER TRUST & INVESTMENT Co
|
|
|
|
|
|
Strategic Investment Solutions, Inc. /IL
|
|
|
|
|
|
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I
|
|
|
|
|
|
Davis R M Inc
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
|
|
|
|
Wolff Wiese Magana Llc
|
|
|
|
|
|
HAPI - Harbor ETF Trust - Harbor Corporate Culture ETF
|
|
|
|
|
|
B. Metzler seel. Sohn & Co. AG
|
|
|
|
|
|
Neville Rodie & Shaw Inc
|
|
|
|
|
|
Boyd Watterson Asset Management Llc/oh
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
Brighthouse Funds Trust II - MFS Total Return Portfolio Class A
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Colonial Trust Advisors
|
|
|
|
|
|
One Capital Management, LLC
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
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|
Excalibur Management Corp
|
|
|
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|
Golden State Wealth Management, LLC
|
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|
Hills Bank & Trust Co
|
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|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equity And Income Fund Series I
|
|
|
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|
Ameritas Investment Partners, Inc.
|
|
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|
ITAN - Alpha Architect ETF Trust - Sparkline Intangible Value ETF
|
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|
Cubist Systematic Strategies, LLC
|
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|
CAPROCK Group, Inc.
|
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Miracle Mile Advisors, LLC
|
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Fort Washington Investment Advisors Inc /oh/
|
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Quadrant Capital Group Llc
|
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|
TGDIX - TCW FUNDS INC - TCW Relative Value Large Cap Fund I Class
|
|
|
|
|
|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
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|
Triangle Securities Wealth Management
|
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|
Charter Trust Co
|
|
|
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|
IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF
|
|
|
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|
Grantham, Mayo, Van Otterloo & Co. LLC
|
|
|
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|
|
OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio
|
|
|
|
|
|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
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|
Cullen/frost Bankers, Inc.
|
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STXG - EA Series Trust - Strive 1000 Growth ETF
|
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|
CWA Asset Management Group, LLC
|
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Capstone Investment Advisors, Llc
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Richwood Investment Advisors, LLC
|
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|
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund
|
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|
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|
|
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A
|
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|
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
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|
Blueshift Asset Management, LLC
|
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|
PUTNAM VARIABLE TRUST - Putnam VT George Putnam Balanced Fund Class IA Shares
|
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|
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|
XT - iSHARES TRUST - iShares Exponential Technologies ETF
|
|
|
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|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
|
|
Mbb Public Markets I Llc
|
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|
Mowery & Schoenfeld Wealth Management, LLC
|
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MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
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Edgemoor Investment Advisors, Inc.
|
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JHGEX - John Hancock Funds II - Global Equity Fund Class A
|
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Qsemble Capital Management, LP
|
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Strs Ohio
|
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VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
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|
|
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A
|
|
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DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
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Mackenzie Financial Corp
|
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Moors & Cabot, Inc.
|
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Bremer Bank National Association
|
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Rafferty Asset Management, LLC
|
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Royal Bank Of Canada
|
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Chiron Capital Management, Llc
|
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Fiduciary Group LLC
|
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EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
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|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
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|
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|
|
Empower Advisory Group, LLC
|
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Grandfield & Dodd, Llc
|
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SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
|
|
|
|
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF
|
|
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|
|
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
|
|
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|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
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|
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
|
|
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|
Sienna Gestion
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
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|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1
|
|
|
|
|
|
Syverson Strege & Co
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
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|
Arkadios Wealth Advisors
|
|
|
|
|
|
FUNL - Advisor Managed Portfolios - CornerCap Fundametrics Large-Cap ETF
|
|
|
|
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|
Foundations Investment Advisors, LLC
|
|
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|
BI Asset Management Fondsmaeglerselskab A/S
|
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Bank Of America Corp /de/
|
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AMG National Trust Bank
|
|
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|
Dodge & Cox
|
|
|
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|
|
Mill Capital Management, LLC
|
|
|
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|
|
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
UTRN - EXCHANGE TRADED CONCEPTS TRUST - Vesper U.S. Large Cap Short-Term Reversal Strategy ETF
|
|
|
|
|
|
SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF
|
|
|
|
|
|
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
|
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|
|
Axa S.a.
|
|
|
|
|
|
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF
|
|
|
|
|
|
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
|
|
|
|
|
|
IMG Wealth Management, Inc.
|
|
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|
|
Center for Financial Planning, Inc.
|
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|
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|
Advisors Asset Management, Inc.
|
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|
|
Fiduciary Trust Co
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian All Cap Core VIP Fund
|
|
|
|
|
|
Beta Wealth Group, Inc.
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
RiverFront Investment Group, LLC
|
|
|
|
|
|
USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF
|
|
|
|
|
|
Voya Global Advantage & Premium Opportunity Fund
|
|
|
|
|
|
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF
|
|
|
|
|
|
Fieldview Capital Management, LLC
|
|
|
|
|
|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
|
|
|
|
|
Optimum Investment Advisors
|
|
|
|
|
|
PENN SERIES FUNDS INC - Index 500 Fund
|
|
|
|
|
|
1 North Wealth Services Llc
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Main Street Mid Cap Fund Class R6
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
Supplemental Annuity Collective Trust of NJ
|
|
|
|
|
|
Battery Global Advisors, LLC
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
HRNOX - Manager Directed Portfolios - Hood River New Opportunities Fund Institutional Shares
|
|
|
|
|
|
Eisler Capital Management Ltd.
|
|
|
|
|
|
Penobscot Investment Management Company, Inc.
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
Ameriflex Group, Inc.
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
Graves-Light Private Wealth Management, Inc.
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
GTTMX - GLENMEDE FUND INC - Quantitative U.S. Total Market Equity Portfolio
|
|
|
|
|
|
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF
|
|
|
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Capital Growth Portfolio
|
|
|
|
|
|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
|
|
|
|
|
Capital Performance Advisors Llp
|
|
|
|
|
|
Barrett & Company, Inc.
|
|
|
|
|
|
Caxton Associates Llp
|
|
|
|
|
|
EPG Wealth Management LLC
|
|
|
|
|
|
SHOC - EA Series Trust - Strive U.S. Semiconductor ETF
|
|
|
|
|
|
Koshinski Asset Management, Inc.
|
|
|
|
|
|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
Shell Asset Management Co
|
|
|
|
|
|
Flagship Harbor Advisors, Llc
|
|
|
|
|
|
Essex Savings Bank
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
ARK Investment Management LLC
|
|
|
|
|
|
Optas, LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
|
|
|
|
|
Schiavi & Co LLC
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
Machina Capital S.a.s.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3
|
|
|
|
|
|
CSM - PROSHARES TRUST - ProShares Large Cap Core Plus
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
|
|
|
|
|
|
Fayez Sarofim & Co
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
Peapack Gladstone Financial Corp
|
|
|
|
|
|
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares
|
|
|
|
|
|
Athena Investment Management
|
|
|
|
|
|
Robeco Institutional Asset Management B.V.
|
|
|
|
|
|
PRAXIS FUNDS - Praxis Impact Large Cap Value ETF
|
|
|
|
|
|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
Equitable Holdings, Inc.
|
|
|
|
|
|
Confluence Wealth Services, Inc.
|
|
|
|
|
|
Godshalk Welsh Capital Management, Inc.
|
|
|
|
|
|
HLAL - Listed Funds Trust - Wahed FTSE USA Shariah ETF
|
|
|
|
|
|
NANC - Tidal ETF Trust - Unusual Whales Subversive Democratic Trading ETF
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
Night Squared LP
|
|
|
|
|
|
Core Alternative Capital
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
Eq Wealth Advisors, Llc
|
|
|
|
|
|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
Arete Wealth Advisors, LLC
|
|
|
|
|
|
Roberts Wealth Advisors, LLC
|
|
|
|
|
|
Knott David M Jr
|
|
|
|
|
|
MorganRosel Wealth Management, LLC
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
Marshall Wace, Llp
|
|
|
|
|
|
WealthTrust Axiom LLC
|
|
|
|
|
|
Consultiva Wealth Management, Corp.
|
|
|
|
|
|
Los Angeles Capital Management Llc
|
|
|
|
|
|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Teza Capital Management LLC
|
|
|
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
Peoples Financial Services Corp.
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Diversified Research VIP Fund
|
|
|
|
|
|
Traub Capital Management LLC
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
XTX Topco Ltd
|
|
|
|
|
|
Kozak & Associates, Inc.
|
|
|
|
|
|
PRNEX - T. Rowe Price New Era Fund, Inc. - T. Rowe Price New Era Fund, Inc.
|
|
|
|
|
|
Intact Investment Management Inc.
|
|
|
|
|
|
Insigneo Advisory Services, Llc
|
|
|
|
|
|
AVMC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Equity ETF
|
|
|
|
|
|
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class
|
|
|
|
|
|
Point72 (DIFC) Ltd
|
|
|
|
|
|
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
|
|
|
|
|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Investment Research & Advisory Group, Inc.
|
|
|
|
|
|
SYLD - Cambria ETF Trust - Cambria Shareholder Yield ETF
|
|
|
|
|
|
Oxbow Advisors, LLC
|
|
|
|
|
|
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Value
|
|
|
|
|
|
Mather Group, Llc.
|
|
|
|
|
|
Maven Securities LTD
|
|
|
|
|
|
Azzad Asset Management Inc /adv
|
|
|
|
|
|
Lavaca Capital Llc
|
|
|
|
|
|
Banque Cantonale Vaudoise
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
Tokio Marine Asset Management Co Ltd
|
|
|
|
|
|
Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
|
|
|
|
|
Bayesian Capital Management, LP
|
|
|
|
|
|
Noble Wealth Management PBC
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
Korea Investment CORP
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
Nbt Bank N A /ny
|
|
|
|
|
|
Hilltop Holdings Inc.
|
|
|
|
|
|
NEEGX - NEEDHAM FUNDS INC - Needham Growth Fund Retail Class
|
|
|
|
|
|
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
|
|
|
|
|
RSPM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Materials ETF
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
First Command Advisory Services, Inc.
|
|
|
|
|
|
Legacy Wealth Asset Management, LLC
|
|
|
|
|
|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
|
|
|
|
|
McMahon Financial Advisors, LLC
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
MXEQX - GREAT-WEST FUNDS INC - Great-West Large Cap Value Fund Investor Class
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
|
|
|
|
|
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional
|
|
|
|
|
|
Pacifica Partners Inc.
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
Patton Fund Management, Inc.
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
JAJGX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Global Trust NAV
|
|
|
|
|
|
Kentucky Trust Co
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
Perpetual Ltd
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
Woodward Diversified Capital, Llc
|
|
|
|
|
|
Hallmark Capital Management Inc
|
|
|
|
|
|
Choate Investment Advisors
|
|
|
|
|
|
IVGAX - Voya INVESTORS TRUST - VY(R) Invesco Growth and Income Portfolio Class ADV
|
|
|
|
|
|
Clear Street Markets Llc
|
|
|
|
|
|
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class
|
|
|
|
|
|
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A
|
|
|
|
|
|
Burney Co/
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A
|
|
|
|
|
|
ZDIVX - Zacks Trust - Zacks Dividend Fund Investor Class Shares
|
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|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
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Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares
|
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|
Citizens National Bank Trust Department
|
|
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|
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
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|
|
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TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund
|
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|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
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|
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3
|
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|
Skopos Labs, Inc.
|
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|
Tudor Investment Corp Et Al
|
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Meridian Investment Counsel Inc.
|
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Apollon Wealth Management, LLC
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Acorn Wealth Advisors, LLC
|
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Asset Planning,Inc
|
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Value Fund Standard Class
|
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PEXL - Pacer Funds Trust - Pacer US Export Leaders ETF
|
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Oliver Lagore Vanvalin Investment Group
|
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BFRE - Ultimus Managers Trust - Westwood LBRTY Global Equity ETF
|
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|
Great Lakes Retirement, Inc.
|
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Gabelli Funds Llc
|
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Your Advocates Ltd., LLP
|
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Field & Main Bank
|
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|
GDLFX - FundVantage Trust - Gotham Defensive Long 500 Fund Institutional Class
|
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|
GeoWealth Management, LLC
|
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MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
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Prudential Plc
|
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UYM - PROSHARES TRUST - ProShares Ultra Basic Materials
|
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CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
|
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Cary Street Partner Investment Advisory Llc
|
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Putnam Funds Trust - Putnam Multi-cap Core Fund Class A
|
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Thrivent Financial For Lutherans
|
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Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares
|
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Ing Groep Nv
|
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Wedbush Securities Inc
|
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Wellington Management Group Llp
|
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Aspect Partners, LLC
|
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GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class
|
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WealthTrak Capital Management LLC
|
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IGHSX - Voya VARIABLE PORTFOLIOS INC - Voya Global Equity Portfolio Class S
|
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Jane Street Group, Llc
|
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ORG Partners LLC
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Commerce Bank
|
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Chicago Partners Investment Group LLC
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MVEIX - Monteagle Funds - Monteagle Select Value Fund Institutional Class
|
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Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
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Piscataqua Savings Bank
|
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Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
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Summit Financial, LLC
|
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EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB
|
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Iams Wealth Management, Llc
|
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SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
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Hilltop National Bank
|
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Prudent Man Advisors, LLC
|
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Busey Wealth Management
|
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Clearbridge Investments, LLC
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First Manhattan Co
|
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Home Federal Bank Of Tennessee
|
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SMIZ - Zacks Trust - Zacks Small/Mid Cap ETF
|
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EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
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Forbes J M & Co Llp
|
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USRAX - Horizon Funds - Horizon Defensive Multi-Factor Fund Investor Class
|
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Fiduciary Family Office, Llc
|
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IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
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National Asset Management, Inc.
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American Assets Investment Management, LLC
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DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
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WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
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Empire Financial Management Company, LLC
|
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QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
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|
Bedel Financial Consulting, Inc.
|
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Maseco Llp
|
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Cambridge Investment Research Advisors, Inc.
|
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Vision Financial Markets Llc
|
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Credit Agricole S A
|
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|
Quantbot Technologies LP
|
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|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
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|
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class
|
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|
Phraction Management LLC
|
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GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
|
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|
Tortoise Investment Management, LLC
|
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Winch Advisory Services, LLC
|
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|
Callan Capital, LLC
|
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|
Family Legacy Financial Solutions, LLC
|
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Financial Freedom, LLC
|
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|
VVMCX - VALIC Co I - Mid Cap Value Fund
|
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|
Massachusetts Financial Services Co /ma/
|
|
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|
Hancock Whitney Corp
|
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|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
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|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
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|
Vermillion Wealth Management, Inc.
|
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|
Mizuho Securities Usa Llc
|
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|
Level Four Advisory Services, Llc
|
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|
LGT Financial Advisors LLC
|
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|
Hartford Financial Management Inc.
|
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|
IOO - iSHARES TRUST - iShares Global 100 ETF
|
|
|
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|
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A
|
|
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|
|
Principal Financial Group Inc
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
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|
Quaker Wealth Management, LLC
|
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|
Grove Bank & Trust
|
|
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|
Wiley Bros.-aintree Capital, Llc
|
|
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|
Humankind Benefit Corp - Humankind US Stock ETF
|
|
|
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
|
|
|
|
NXTI - Simplify Exchange Traded Funds - Simplify Next Intangible Core Index ETF
|
|
|
|
|
|
BankPlus Trust Department
|
|
|
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
Frank, Rimerman Advisors LLC
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
Appleton Partners Inc/ma
|
|
|
|
|
|
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
|
|
|
|
|
RYBIX - RYDEX SERIES FUNDS - Basic Materials Fund Investor Class
|
|
|
|
|
|
Mesirow Financial Investment Management, Inc.
|
|
|
|
|
|
Rexford Capital Inc
|
|
|
|
|
|
Beutel, Goodman & Co Ltd.
|
|
|
|
|
|
Leavell Investment Management, Inc.
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
V-Square Quantitative Management LLC
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
TCG Advisory Services, LLC
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
Nfj Investment Group, Llc
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F
|
|
|
|
|
|
Varma Mutual Pension Insurance Co
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class
|
|
|
|
|
|
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class
|
|
|
|
|
|
BSW Wealth Partners
|
|
|
|
|
|
Great Lakes Advisors, Llc
|
|
|
|
|
|
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
|
|
|
|
|
Rakuten Investment Management, Inc.
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
GFG Capital, LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a)
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
Inceptionr Llc
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
AlphaCore Capital LLC
|
|
|
|
|
|
NQVAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Multi-Cap Value Fund - Class A
|
|
|
|
|
|
LCF - Touchstone ETF Trust - Touchstone US Large Cap Focused ETF
|
|
|
|
|
|
PEVC - Pacer Funds Trust - Pacer PE/VC ETF
|
|
|
|
|
|
Riggs Asset Managment Co. Inc.
|
|
|
|
|
|
Tsfg, Llc
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
Crewe Advisors LLC
|
|
|
|
|
|
Worldquant Millennium Advisors Llc
|
|
|
|
|
|
Gulf International Bank (UK) Ltd
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
Americana Partners, LLC
|
|
|
|
|
|
LCM Capital Management Inc
|
|
|
|
|
|
Siemens Fonds Invest GmbH
|
|
|
|
|
|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
|
|
|
|
Perkins Coie Trust Co
|
|
|
|
|
|
Valued Wealth Advisors LLC
|
|
|
|
|
|
ENDW - EA Series Trust - Cambria Endowment Style ETF
|
|
|
|
|
|
City National Bank Of Florida /msd
|
|
|
|
|
|
Bank Of Nova Scotia Trust Co
|
|
|
|
|
|
Resona Asset Management Co.,Ltd.
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
PYZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Basic Materials Momentum ETF
|
|
|
|
|
|
IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF
|
|
|
|
|
|
Ferguson Wellman Capital Management, Inc
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
NSEIX - Nicholas Equity Income Fund, Inc. - Nicholas Equity Income Fund Inc Class I
|
|
|
|
|
|
United Community Bank
|
|
|
|
|
|
MEIAX - MFS SERIES TRUST I - MFS Value Fund A
|
|
|
|
|
|
Haverford Trust Co
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund
|
|
|
|
|
|
Ausdal Financial Partners, Inc.
|
|
|
|
|
|
Equitable Trust Co
|
|
|
|
|
|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
|
|
|
|
MASTERINVEST Kapitalanlage GmbH
|
|
|
|
|
|
1st Source Bank
|
|
|
|
|
|
Affinity Wealth Management Llc
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
|
|
Meeder Advisory Services, Inc.
|
|
|
|
|
|
WDNA - WisdomTree Trust - WisdomTree BioRevolution Fund N/A
|
|
|
|
|
|
North Ridge Wealth Advisors, Inc.
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
Retirement Planning Co of New England, Inc.
|
|
|
|
|
|
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
|
|
|
|
|
Gts Securities Llc
|
|
|
|
|
|
Gifford Fong Associates
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Capital Asset Advisory Services LLC
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
Windward Capital Management Co /ca
|
|
|
|
|
|
Bank of New Hampshire
|
|
|
|
|
|
IUAAX - Voya PARTNERS INC - VY(R) Invesco Equity and Income Portfolio Class ADV
|
|
|
|
|
|
Farmers & Merchants Trust Co of Long Beach
|
|
|
|
|
|
SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F
|
|
|
|
|
|
Argonautica Private Wealth Management, Inc
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
Paradigm Asset Management Co Llc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Social Awareness Fund Standard Class
|
|
|
|
|
|
Czech National Bank
|
|
|
|
|
|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
DoubleLine ETF Adviser LP
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
|
|
|
|
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - CTIVP - MFS Value Fund Class 1
|
|
|
|
|
|
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
|
|
|
|
|
|
Parallax Volatility Advisers, L.P.
|
|
|
|
|
|
South Dakota Investment Council
|
|
|
|
|
|
SOAVX - Spirit Of America Investment Fund Inc - Spirit Of America Large Cap Value Fund Class A
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
|
|
|
|
|
|
DDIAX - Delaware Group Equity Funds V - Delaware Wealth Builder Fund Class A
|
|
|
|
|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
|
|
Corbyn Investment Management Inc/md
|
|
|
|
|
|
Diligent Investors, LLC
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares
|
|
|
|
|
|
Sittner & Nelson, Llc
|
|
|
|
|
|
Eaton Vance Tax-managed Buy-write Opportunities Fund
|
|
|
|
|
|
Crowley Wealth Management, Inc.
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
City State Bank
|
|
|
|
|
|
Hrt Financial Lp
|
|
|
|
|
|
Legacy Trust
|
|
|
|
|
|
GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
VSTIX - VALIC Co I - Stock Index Fund
|
|
|
|
|
|
Wilkins Investment Counsel Inc
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
Quantitative Investment Management, LLC
|
|
|
|
|
|
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF
|
|
|
|
|
|
Cherokee Insurance Co
|
|
|
|
|
|
Jennison Associates Llc
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 Pure Value Fund Variable Annuity
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
Adage Capital Partners Gp, L.l.c.
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
CFIPX - LEGG MASON PARTNERS EQUITY TRUST - QS Global Equity Fund Class A
|
|
|
|
|
|
Addison Capital Co
|
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|
Empirical Finance, LLC
|
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|
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|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
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|
|
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|
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
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|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
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Sentry Investment Management Llc
|
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Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
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|
Public Employees Retirement Association Of Colorado
|
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|
FCFY - FIRST TRUST EXCHANGE-TRADED FUND - First Trust S&P 500 Diversified Free Cash Flow ETF
|
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|
California State Teachers Retirement System
|
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|
Toronto Dominion Bank
|
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|
Goldman Sachs Group Inc
|
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Tufton Capital Management
|
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DVND - Touchstone ETF Trust - Touchstone Dividend Select ETF
|
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|
Motco
|
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|
Drummond Knight Asset Management Pty Ltd
|
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|
Jeppson Wealth Management, Llc
|
|
|
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|
|
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class
|
|
|
|
|
|
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund
|
|
|
|
|
|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
|
|
|
|
ULVM - Victory Portfolios II - VictoryShares USAA MSCI USA Value Momentum ETF
|
|
|
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|
NEW YORK LIFE INVESTMENTS VP FUNDS TRUST - NYLI VP MFS Research Portfolio Service Class
|
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|
1832 Asset Management L.P.
|
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|
Swedbank AB
|
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|
HFM Investment Advisors, LLC
|
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Howland Capital Management Llc
|
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|
Briaud Financial Planning, Inc
|
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ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
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|
CoreFirst Bank & Trust
|
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|
|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
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|
|
Intrua Financial, LLC
|
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|
State of Wyoming
|
|
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|
Qube Research & Technologies Ltd
|
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Intrust Bank Na
|
|
|
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|
|
Commerzbank Aktiengesellschaft /fi
|
|
|
|
|
|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
VVJEX - Voya EQUITY TRUST - Voya VACS Series MCV Fund
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
|
|
|
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
DELAWARE VIP TRUST - Delaware VIP Total Return Series Service
|
|
|
|
|
|
Delta Accumulation, LLC
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
Investors Asset Management Of Georgia Inc /ga/ /adv
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
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|
|
Parcion Private Wealth LLC
|
|
|
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|
|
GVEYX - GuideStone Funds - VALUE EQUITY FUND Institutional
|
|
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|
FMAT - FIDELITY COVINGTON TRUST - Fidelity MSCI Materials Index ETF
|
|
|
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|
|
Rhumbline Advisers
|
|
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|
|
Assetmark, Inc
|
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|
Stephenson National Bank & Trust
|
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McElhenny Sheffield Capital Management, LLC
|
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S&t Bank/pa
|
|
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|
Birmingham Capital Management Co Inc/al
|
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|
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares
|
|
|
|
|
|
Graney & King, LLC
|
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|
|
TFG Advisers LLC
|
|
|
|
|
|
Webster Bank, N. A.
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
DALVX - Dunham Funds - Dunham Large Cap Value Fund Class A
|
|
|
|
|
|
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio -
|
|
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TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
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|
Brown, Lisle/cummings, Inc.
|
|
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|
YHB Investment Advisors, Inc.
|
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|
Enterprise Bank & Trust Co
|
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|
Exchange Traded Concepts, Llc
|
|
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|
|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
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|
|
Armstrong Advisory Group, Inc
|
|
|
|
|
|
NorthCrest Asset Manangement, LLC
|
|
|
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|
|
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund
|
|
|
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|
|
Butensky & Cohen Financial Security, Inc
|
|
|
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|
|
Steward Partners Investment Advisory, Llc
|
|
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|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
|
|
|
|
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
|
|
|
|
|
VPMCX - VANGUARD CHESTER FUNDS - Vanguard PRIMECAP Fund Investor Shares
|
|
|
|
|
|
MJT & Associates Financial Advisory Group, Inc.
|
|
|
|
|
|
Spectrum Wealth Counsel, LLC
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
AlTi Global, Inc.
|
|
|
|
|
|
Islay Capital Management, Llc
|
|
|
|
|
|
Canandaigua National Bank & Trust Co
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
SPHB - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Beta ETF
|
|
|
|
|
|
St. Louis Trust Co
|
|
|
|
|
|
CarsonAllaria Wealth Management, Ltd.
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
|
|
|
|
|
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
Caisse Des Depots Et Consignations
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
Nicolet Advisory Services, Llc
|
|
|
|
|
|
Radnor Capital Management, LLC
|
|
|
|
|
|
Bridgefront Capital, LLC
|
|
|
|
|
|
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares
|
|
|
|
|
|
Buckingham Strategic Partners
|
|
|
|
|
|
Profunds - Profund Vp Bull
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
|
|
|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
GVLU - Tidal ETF Trust - Gotham 1000 Value ETF
|
|
|
|
|
|
Mayflower Financial Advisors, LLC
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
POWA - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Defensive Equity ETF
|
|
|
|
|
|
Aviso Wealth Management
|
|
|
|
|
|
Sagespring Wealth Partners, Llc
|
|
|
|
|
|
Acadian Asset Management Llc
|
|
|
|
|
|
Kanawha Capital Management Llc
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
Bridgewater Advisors Inc.
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
MMRFX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Real Assets Fund Class I
|
|
|
|
|
|
ABEQ - Unified Series Trust - Absolute Core Strategy Etf
|
|
|
|
|
|
Archer Investment Corp
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
Ball & Co Wealth Management Inc.
|
|
|
|
|
|
Citizens Financial Group Inc/ri
|
|
|
|
|
|
Newton One Investments LLC
|
|
|
|
|
|
Cidel Asset Management Inc
|
|
|
|
|
|
Rathbone Brothers plc
|
|
|
|
|
|
Gladwyn Financial Advisors, Inc.
|
|
|
|
|
|
Rogco, Lp
|
|
|
|
|
|
Kwmg, Llc
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
|
|
|
|
|
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
Atticus Wealth Management, Llc
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
Oak Harbor Wealth Partners, Llc
|
|
|
|
|
|
Banco Santander, S.A.
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
Ulland Investment Advisors, LLC
|
|
|
|
|
|
Jackson Thornton Asset Management, Llc
|
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
Nova Wealth Management, Inc.
|
|
|
|
|
|
Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K
|
|
|
|
|
|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
Hudson Bay Capital Management LP
|
|
|
|
|
|
SPUS - Tidal ETF Trust - SP Funds S&P 500 Sharia Industry Exclusions ETF
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Basic Materials Variable Annuity
|
|
|
|
|
|
Wesleyan Assurance Society
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
WASHINGTON TRUST Co
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Research Fund Class IA Shares
|
|
|
|
|
|
FineMark National Bank & Trust
|
|
|
|
|
|
AZNAX - ALLIANZ FUNDS - AllianzGI Income & Growth Fund Class A
|
|
|
|
|
|
Optiver Holding B.V.
|
|
|
|
|
|
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1
|
|
|
|
|
|
First Community Trust Na
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
Palogic Value Management, L.P.
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
|
|
|
Patrick M Sweeney & Associates, Inc
|
|
|
|
|
|
Capital Fund Management S.a.
|
|
|
|
|
|
Salomon & Ludwin, LLC
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Wealth Builder Fund Standard Class
|
|
|
|
|
|
Evergreen Private Wealth LLC
|
|
|
|
|
|
Strategic Blueprint, LLC
|
|
|
|
|
|
Ellevest, Inc.
|
|
|
|
|
|
Ashton Thomas Private Wealth, LLC
|
|
|
|
|
|
Holderness Investments Co
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Global Research Portfolio Initial Class
|
|
|
|
|
|
JNBA Financial Advisors
|
|
|
|
|
|
Edmond De Rothschild Holding S.a.
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
Groupama Asset Managment
|
|
|
|
|
|
TQCCX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Dividend Equity Fund Class C
|
|
|
|
|
|
TGVOX - TCW FUNDS INC - TCW Relative Value Mid Cap Fund I Class
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
|
|
|
|
FSDPX - FIDELITY SELECT PORTFOLIOS - Materials Portfolio
|
|
|
|
|
|
Ocean Capital Management, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
|
|
|
|
Samjo Management, LLC
|
|
|
|
|
|
Cherry Tree Wealth Management, LLC
|
|
|
|
|
|
Janney Capital Management LLC
|
|
|
|
|
|
Lombard Odier Asset Management (Switzerland) SA
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Large Company Value Portfolio Large Company Value Portfolio
|
|
|
|
|
|
ExodusPoint Capital Management, LP
|
|
|
|
|
|
MMBUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I
|
|
|
|
|
|
Rehmann Capital Advisory Group
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
Intech Investment Management Llc
|
|
|
|
|
|
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A
|
|
|
|
|
|
Lokken Investment Group LLC
|
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
|
Coastline Trust Co
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
OFVIX - ADVISORS SERIES TRUST - O'Shaughnessy Market Leaders Value Fund Class I
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Income & Growth Fund Initial Class
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
|
|
|
|
|
Pacer Advisors, Inc.
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
Buckley Wealth Management, LLC
|
|
|
|
|
|
Trust Co Of Toledo Na /oh/
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
Wsfs Capital Management, Llc
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
Tarbox Family Office, Inc.
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I
|
|
|
|
|
|
Adams Natural Resources Fund, Inc.
|
|
|
|
|
|
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
NWJCX - NATIONWIDE MUTUAL FUNDS - Nationwide Ziegler NYSE Arca Tech 100 Index Fund Class A
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
Pandora Wealth, Inc.
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
Cohen Klingenstein LLC
|
|
|
|
|
|
Paradigm Financial Partners, Llc
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF
|
|
|
|
|
|
West Branch Capital LLC
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
Cheviot Value Management, LLC
|
|
|
|
|
|
ONEY - SPDR SERIES TRUST - SPDR Russell 1000 Yield Focus ETF
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
CALIFORNIA FIRST LEASING Corp
|
|
|
|
|
|
Voya Global Equity Dividend & Premium Opportunity Fund
|
|
|
|
|
|
Marco Investment Management Llc
|
|
|
|
|
|
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
|
|
|
|
|
VMIAX - VANGUARD WORLD FUND - Vanguard Materials Index Fund Admiral Shares
|
|
|
|
|
|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
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|
|
|
Bnp Paribas
|
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|
Charles Schwab Investment Management Inc
|
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|
MXI - iSHARES TRUST - iShares Global Materials ETF
|
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|
FXR - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Industrials/Producer Durables AlphaDEX Fund
|
|
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|
Curat Global, LLC
|
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|
AIVL - WisdomTree Trust - WisdomTree U.S. Dividend ex-Financials Fund N/A
|
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|
Bay Harbor Wealth Management, LLC
|
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|
Prime Capital Investment Advisors, LLC
|
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Richardson Capital Management LLC
|
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SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
|
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|
PFG Investments, LLC
|
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|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
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|
Greenwich Wealth Management LLC
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|
Walleye Capital LLC
|
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|
CoreCap Advisors, LLC
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|
New England Capital Financial Advisors LLC
|
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|
Financial Perspectives, Inc
|
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|
Capital Analysts, Inc.
|
|
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|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
|
|
|
|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
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|
MPGVX - Gallery Trust - Mondrian Global Equity Value Fund
|
|
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NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF
|
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|
Parallel Advisors, LLC
|
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Elo Mutual Pension Insurance Co
|
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FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
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|
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|
APG Asset Management N.V.
|
|
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|
|
|
PNBAX - Virtus Investment Trust - Virtus NFJ Large-Cap Value Fund A
|
|
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|
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|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
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|
|
|
Harbor Asset Planning, Inc.
|
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|
|
|
Silvant Capital Management LLC
|
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|
Erste Asset Management GmbH
|
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|
Connors Funds - Connors Hedged Equity Fund Institutional Class
|
|
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|
City Holding Co
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
|
|
VSM Wealth Advisory, LLC
|
|
|
|
|
|
Public Sector Pension Investment Board
|
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
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|
Nemes Rush Group LLC
|
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|
Td Private Client Wealth Llc
|
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|
Bank of New York Mellon Corp
|
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|
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|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
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|
Smallwood Wealth Investment Management, LLC
|
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|
Zacks Investment Management
|
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|
WPG Advisers, LLC
|
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|
Aull & Monroe Investment Management Corp
|
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Diversified Enterprises, LLC
|
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RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF
|
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|
Washington Trust Advisors, Inc.
|
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|
Eqis Capital Management, Inc.
|
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|
LRI Investments, LLC
|
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AE Wealth Management LLC
|
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|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
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|
|
HighMark Wealth Management LLC
|
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|
Boston Partners
|
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|
Nisa Investment Advisors, Llc
|
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Change Path, LLC
|
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Canada Post Corp Registered Pension Plan
|
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|
Mount Vernon Associates Inc /md/
|
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TCTC Holdings, LLC
|
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|
BNP Paribas Asset Management Holding S.A.
|
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OALVX - Optimum Fund Trust - Optimum Large Cap Value Fund Class A
|
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|
|
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|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV
|
|
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|
Handelsbanken Fonder AB
|
|
|
|
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|
Kornitzer Capital Management Inc /ks
|
|
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|
Mitsubishi UFJ Trust & Banking Corp
|
|
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|
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
|
|
|
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|
Caldwell Securities, Inc
|
|
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|
Ci Investments Inc.
|
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Talisman Wealth Advisors LLC
|
|
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|
Blue Bell Private Wealth Management, Llc
|
|
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|
|
|
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
|
|
|
|
|
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
|
|
|
|
|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
|
|
|
|
|
Anchor Capital Advisors Llc
|
|
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|
|
First Citizens Bank & Trust Co
|
|
|
|
|
|
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
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|
|
|
Parsons Capital Management Inc/ri
|
|
|
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|
|
IFP Advisors, Inc
|
|
|
|
|
|
SCS Capital Management LLC
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Fundamental Growth Fund Class II
|
|
|
|
|
|
111 Capital
|
|
|
|
|
|
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A
|
|
|
|
|
|
DnB Asset Management AS
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
Axxcess Wealth Management, Llc
|
|
|
|
|
|
CZA - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Zacks Mid-Cap ETF
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
Guyasuta Investment Advisors Inc
|
|
|
|
|
|
Woodley Farra Manion Portfolio Management Inc
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
|
Oxford Asset Management Llp
|
|
|
|
|
|
Modern Wealth Management, LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
|
|
|
|
|
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
|
|
|
|
|
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
|
|
|
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
|
|
|
|
|
Dogwood Wealth Management LLC
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
SRIGX - Gabelli ESG Fund, Inc. - Gabelli ESG Fund, Inc. Class AAA
|
|
|
|
|
|
Brooks, Moore & Associates, Inc.
|
|
|
|
|
|
Walnut Level Capital LLC
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
DNLDX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Active MidCap Fund Class A
|
|
|
|
|
|
Berkshire Asset Management Llc/pa
|
|
|
|
|
|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
|
|
|
Missouri Trust & Investment Co
|
|
|
|
|
|
Quarry LP
|
|
|
|
|
|
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio
|
|
|
|
|
|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio
|
|
|
|
|
|
IFM Investors Pty Ltd
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
Centricity Wealth Management, LLC
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio
|
|
|
|
|
|
Indiana Trust & Investment Management CO
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1
|
|
|
|
|
|
Park Place Capital Corp
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
Avanza Fonder AB
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
NATIONWIDE MUTUAL FUNDS - Nationwide U.S. 130/30 Equity Portfolio Class R6
|
|
|
|
|
|
Hoey Investments, Inc
|
|
|
|
|
|
Pinnacle Financial Partners Inc
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
|
|
|
|
|
Game Plan Financial Advisors, LLC
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
Natixis
|
|
|
|
|
|
ACVF - ETF Opportunities Trust - American Conservative Values ETF
|
|
|
|
|
|
Drexel Morgan & Co.
|
|
|
|
|
|
Signature Resources Capital Management, LLC
|
|
|
|
|
|
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
|
|
|
|
|
|
Ostrum Asset Management
|
|
|
|
|
|
Binnacle Investments Inc
|
|
|
|
|
|
Central Pacific Bank - Trust Division
|
|
|
|
|
|
Carret Asset Management, Llc
|
|
|
|
|
|
Gamco Investors, Inc. Et Al
|
|
|
|
|
|
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
|
|
|
|
|
|
Annandale Capital, LLC
|
|
|
|
|
|
Promus Capital, LLC
|
|
|
|
|
|
Townsquare Capital Llc
|
|
|
|
|
|
Allred Capital Management, LLC
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
MetLife Investment Management, LLC
|
|
|
|
|
|
Elkhorn Partners Limited Partnership
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
SageView Advisory Group, LLC
|
|
|
|
|
|
Strategic Wealth Designers
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
|
|
|
|
|
Silvercrest Asset Management Group Llc
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1
|
|
|
|
|
|
DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF
|
|
|
|
|
|
Caisse De Depot Et Placement Du Quebec
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Equity Income Fund Class IA Shares
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
Resources Management Corp /ct/ /adv
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
Raleigh Capital Management Inc.
|
|
|
|
|
|
DGT - SPDR SERIES TRUST - SPDR(R) Global Dow ETF
|
|
|
|
|
|
PineBridge Investments, L.P.
|
|
|
|
|
|
JMVNX - John Hancock Funds II - Mid Value Fund Class NAV
|
|
|
|
|
|
Mcdonald Partners Llc
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
|
|
|
|
|
|
Pinnacle Associates Ltd
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
|
|
|
Heritage Investors Management Corp
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
|
|
|
|
|
Northwest Capital Management Inc
|
|
|
|
|
|
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Main Street All Cap Fund Class R6
|
|
|
|
|
|
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
|
|
|
|
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
Westpac Banking Corp
|
|
|
|
|
|
IMC-Chicago, LLC
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
|
|
|
|
Penserra Capital Management LLC
|
|
|
|
|
|
Auto-Owners Insurance Co
|
|
|
|
|
|
Fortis Group Advisors, LLC
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
Loomis Sayles & Co L P
|
|
|
|
|
|
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
|
|
|
|
|
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
Herold Advisors, Inc.
|
|
|
|
|
|
Solstein Capital, LLC
|
|
|
|
|
|
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
|
|
|
UniSuper Management Pty Ltd
|
|
|
|
|
|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
Two Sigma Advisers, Lp
|
|
|
|
|
|
Evelyn Partners Investment Management LLP
|
|
|
|
|
|
Addenda Capital Inc.
|
|
|
|
|
|
Schulhoff & Co Inc
|
|
|
|
|
|
Transcend Wealth Collective, Llc
|
|
|
|
|
|
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
Sanibel Captiva Trust Company, Inc.
|
|
|
|
|
|
Pinnacle West Asset Management, Inc.
|
|
|
|
|
|
Flagship Wealth Advisors, Llc
|
|
|
|
|
|
SEBLX - TOUCHSTONE STRATEGIC TRUST - Touchstone Balanced Fund Class A
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P
|
|
|
|
|
|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares
|
|
|
|
|
|
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
|
|
|
|
|
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
|
|
|
|
|
|
WAYEX - Waycross Independent Trust - WAYCROSS LONG/SHORT EQUITY FUND
|
|
|
|
|
|
FIL Ltd
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
MRJIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Real Assets Portfolio Class I
|
|
|
|
|
|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
|
|
|
|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
|
|
|
|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
|
|
|
|
|
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF
|
|
|
|
|
|
Houlihan Financial Resource Group, Ltd.
|
|
|
|
|
|
NEOS Investment Management LLC
|
|
|
|
|
|
Farmers & Merchants Trust Co of Chambersburg PA
|
|
|
|
|
|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
|
|
|
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IMCG - iSHARES TRUST - iShares Morningstar Mid-Cap Growth ETF
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JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
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PRUDENTIAL SERIES FUND - VALUE PORTFOLIO Class I
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DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
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Sabal Trust CO
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Old National Bancorp /in/
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Linscomb & Williams, Inc.
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RPV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Pure Value ETF
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CI Private Wealth, LLC
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Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
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Concord Wealth Partners
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Wealthspire Advisors, LLC
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Burkett Financial Services, Llc
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Abn Amro Investment Solutions
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Koesten, Hirschmann & Crabtree, INC.
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Klp Kapitalforvaltning As
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MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
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SZNE - Pacer Funds Trust - Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF
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Creekmur Asset Management LLC
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First PREMIER Bank
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FTA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Value AlphaDEX Fund
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Mondrian Investment Partners LTD
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HighTower Advisors, LLC
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DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A
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MQS Management LLC
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WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
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Orion Capital Management LLC
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Moody National Bank Trust Division
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LPL Financial LLC
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FSA Wealth Management LLC
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Delta Capital Management Llc
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Jackson Hole Capital Partners, LLC
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MVCAX - MFS SERIES TRUST XI - MFS Mid Cap Value Fund A
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Good Life Advisors, LLC
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Rossmore Private Capital
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Fort Sheridan Advisors Llc
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BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
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Gilbert & Cook, Inc.
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Ilex Capital Partners (UK) LLP
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Yousif Capital Management, Llc
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DESRX - DEUTSCHE DWS INVESTMENT TRUST - DWS ESG Core Equity Fund Class R
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Holocene Advisors, LP
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Simon Quick Advisors, Llc
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Cibc World Markets Corp
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ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
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Zwj Investment Counsel Inc
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Glen Eagle Advisors, LLC
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THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A
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Private Advisor Group, LLC
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Advanced Series Trust - Ast Advanced Strategies Portfolio
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Tcw Group Inc
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Lebenthal Global Advisors, LLC
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J.w. Cole Advisors, Inc.
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AllSquare Wealth Management LLC
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Dai-Ichi Life Insurance Company, Ltd
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PrairieView Partners, LLC
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Sawgrass Asset Management Llc
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STXV - EA Series Trust - Strive 1000 Value ETF
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SJS Investment Consulting Inc.
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Brown Brothers Harriman & Co
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Asset Dedication, LLC
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Keybank National Association/oh
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Secure Asset Management, LLC
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Deutsche Bank Ag\
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Neuberger Berman Group LLC
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True Wealth Design, LLC
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Costello Asset Management, INC
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Valley National Advisers Inc
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
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Beaton Management Co. Inc.
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North Star Investment Management Corp.
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Johnson Financial Group, Inc.
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SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
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Dfa Investment Trust Co - The U.s. Large Cap Value Series
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Baker Avenue Asset Management, LP
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THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A
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MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
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Wellington Shields & Co., LLC
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Vident Advisory, LLC
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Cadinha & Co Llc
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MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
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Addison Advisors LLC
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Cigna Investments Inc /new
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Wellington Shields Capital Management, LLC
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Courier Capital Llc
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ACGIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Growth And Income Fund Class A
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LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
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PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares
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Delta Asset Management Llc/tn
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SUWAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Core Equity Fund Class A
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Mark Sheptoff Financial Planning, Llc
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Alpha Family Trust
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