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FULVX - FIDELITY SUMMER STREET TRUST - Fidelity U.S. Low Volatility Equity Fund
|
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|
|
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|
Daiwa Securities Group Inc.
|
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|
Ameritas Investment Partners, Inc.
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Steadfast Capital Management Lp
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POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
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|
|
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|
New Millennium Group LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
|
|
|
|
SUWAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Core Equity Fund Class A
|
|
|
|
|
|
CAPE - DoubleLine ETF Trust - DoubleLine Shiller CAPE U.S. Equities ETF
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1
|
|
|
|
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|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
|
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|
Umb Bank N A/mo
|
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|
Kinneret Advisory, LLC
|
|
|
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Capital Advisors, Ltd. LLC
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TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
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|
Main Street Research LLC
|
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|
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|
Atlas Private Wealth Advisors
|
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MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
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|
DMKC Advisory Services, LLC
|
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|
Koshinski Asset Management, Inc.
|
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Holos Integrated Wealth LLC
|
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|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
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|
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|
ABLE Financial Group, LLC
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LMR Partners LLP
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RFG Advisory, LLC
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Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
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|
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Wells Fargo & Company/mn
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DEUTSCHE DWS VARIABLE SERIES II - DWS Global Income Builder VIP Class A
|
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|
|
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|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
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Papp L Roy & Associates
|
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Richwood Investment Advisors, LLC
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Healthcare Of Ontario Pension Plan Trust Fund
|
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Commerce Bank
|
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MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
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|
EHSTX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Large-Cap Value Fund Class A
|
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QBDSX - Advisors Preferred Trust - Quantified Managed Income Fund Investor Class Shares
|
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Ci Investments Inc.
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Hilltop Holdings Inc.
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Kovitz Investment Group Partners, LLC
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Yousif Capital Management, Llc
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Golden State Wealth Management, LLC
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VCSAX - VANGUARD WORLD FUND - Vanguard Consumer Staples Index Fund Admiral Shares
|
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Creative Financial Designs Inc /adv
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TFC Financial Management
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Cubist Systematic Strategies, LLC
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Powers Advisory Group, LLC
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UPSD - ETF Series Solutions - Aptus Large Cap Upside ETF
|
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Hantz Financial Services, Inc.
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Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund
|
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GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
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Two Sigma Advisers, Lp
|
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Rothschild Investment Llc
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EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB
|
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Norges Bank
|
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IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
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Financial Management Professionals, Inc.
|
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XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
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SVTAX - Sei Institutional Managed Trust - Simt Global Managed Volatility Fund Class F
|
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Hartford Financial Management Inc.
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CSM - PROSHARES TRUST - ProShares Large Cap Core Plus
|
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Barnes Dennig Private Wealth Management LLC
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LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF
|
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|
Whipplewood Advisors, LLC
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Sentry Investment Management Llc
|
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Jacobi Capital Management LLC
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Jpmorgan Chase & Co
|
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Mitsubishi UFJ Trust & Banking Corp
|
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SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
|
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|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
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|
Valeo Financial Advisors, LLC
|
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|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
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|
CIBC Private Wealth Group, LLC
|
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|
Pring Turner Capital Group Inc
|
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|
GEIZX - GuideStone Funds - Growth Equity Index Fund Investor
|
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|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
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|
Citigroup Inc
|
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|
iA Global Asset Management Inc.
|
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RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
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|
Retirement Planning Co of New England, Inc.
|
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|
Groupama Asset Managment
|
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|
Ameriprise Financial Inc
|
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|
NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF
|
|
|
|
|
|
FELG - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Growth ETF
|
|
|
|
|
|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
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|
Winch Advisory Services, LLC
|
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|
One Capital Management, LLC
|
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|
|
Charter Trust Co
|
|
|
|
|
|
MCF Advisors LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P
|
|
|
|
|
|
Trust Co
|
|
|
|
|
|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
|
|
|
|
Badgley Phelps Wealth Managers, LLC
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
PRAXIS FUNDS - Praxis Impact Large Cap Value ETF
|
|
|
|
|
|
Fiduciary Family Office, Llc
|
|
|
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
|
|
|
|
|
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
Gsa Capital Partners Llp
|
|
|
|
|
|
RGLO - Russell Investments Exchange Traded Funds - Global Equity Active ETF
|
|
|
|
|
|
Burney Co/
|
|
|
|
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|
Summit Trail Advisors, Llc
|
|
|
|
|
|
Adirondack Trust Co
|
|
|
|
|
|
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
HighMark Wealth Management LLC
|
|
|
|
|
|
Oversea-Chinese Banking CORP Ltd
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio -
|
|
|
|
|
|
Vision Capital Management, Inc.
|
|
|
|
|
|
Studio Investment Management Llc
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
Mb, Levis & Associates, Llc
|
|
|
|
|
|
Summit Financial, LLC
|
|
|
|
|
|
CVAR - ETF Opportunities Trust - Cultivar ETF
|
|
|
|
|
|
Ridgecrest Wealth Partners, Llc
|
|
|
|
|
|
FDL - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Morningstar Dividend Leaders Index Fund
|
|
|
|
|
|
FMDE - FIDELITY COVINGTON TRUST - Fidelity Enhanced Mid Cap ETF
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Multi Cap Opportunities Fund Class I
|
|
|
|
|
|
Siemens Fonds Invest GmbH
|
|
|
|
|
|
IFG Advisory, LLC
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
Ossiam
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares
|
|
|
|
|
|
Simplicity Wealth,LLC
|
|
|
|
|
|
Fulton Breakefield Broenniman Llc
|
|
|
|
|
|
IMCG - iSHARES TRUST - iShares Morningstar Mid-Cap Growth ETF
|
|
|
|
|
|
S&t Bank/pa
|
|
|
|
|
|
HSAFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Allocation Fund
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
MQS Management LLC
|
|
|
|
|
|
Tokio Marine Asset Management Co Ltd
|
|
|
|
|
|
Norinchukin Bank, The
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
Tobam
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
|
|
|
|
|
Investors Research Corp
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
Provenance Wealth Advisors, LLC
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
Wedge Capital Management L L P/nc
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
Zwj Investment Counsel Inc
|
|
|
|
|
|
Platform Technology Partners
|
|
|
|
|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
Pinnacle Financial Partners Inc
|
|
|
|
|
|
Arrowstreet Capital, Limited Partnership
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
FEUS - FlexShares Trust - FlexShares ESG & Climate US Large Cap Core Index Fund
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
First National Bank of Mount Dora, Trust Investment Services
|
|
|
|
|
|
FDIV - EA Series Trust - MarketDesk Focused U.S. Dividend ETF
|
|
|
|
|
|
Glass Jacobson Investment Advisors llc
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
Halbert Hargrove Global Advisors, Llc
|
|
|
|
|
|
Old National Bancorp /in/
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
ACSI - Tidal ETF Trust - American Customer Satisfaction ETF
|
|
|
|
|
|
Curat Global, LLC
|
|
|
|
|
|
FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund
|
|
|
|
|
|
W.H. Cornerstone Investments Inc.
|
|
|
|
|
|
Birmingham Capital Management Co Inc/al
|
|
|
|
|
|
Cibc World Markets Corp
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
|
|
|
|
|
|
Corton Capital Inc.
|
|
|
|
|
|
Flagship Harbor Advisors, Llc
|
|
|
|
|
|
Koesten, Hirschmann & Crabtree, INC.
|
|
|
|
|
|
Cape Investment Advisory, Inc.
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
|
|
|
|
|
Modera Wealth Management, LLC
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
Integral Investment Advisors, Inc.
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
Godshalk Welsh Capital Management, Inc.
|
|
|
|
|
|
TCP Asset Management, LLC
|
|
|
|
|
|
Stoneridge Investment Partners Llc
|
|
|
|
|
|
Eagle Rock Investment Company, Llc
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
Oxbow Advisors, LLC
|
|
|
|
|
|
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
|
|
|
|
|
|
Courier Capital Llc
|
|
|
|
|
|
Mark Sheptoff Financial Planning, Llc
|
|
|
|
|
|
Culbertson A N & Co Inc
|
|
|
|
|
|
Duncker Streett & Co Inc
|
|
|
|
|
|
Dearborn Partners Llc
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
CDL - Victory Portfolios II - VictoryShares US Large Cap High Div Volatility Wtd ETF
|
|
|
|
|
|
FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund
|
|
|
|
|
|
JNVIX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Value Fund - I Shares
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
Sava Infond d.o.o.
|
|
|
|
|
|
DEW - WisdomTree Trust - WisdomTree Global High Dividend Fund N/A
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
Legato Capital Management LLC
|
|
|
|
|
|
Kennedy Investment Group
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
|
|
|
|
Welch Group, LLC
|
|
|
|
|
|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
|
|
|
|
Cape Cod Five Cents Savings Bank
|
|
|
|
|
|
Hurlow Wealth Management Group, Inc.
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
St. James Investment Company, LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F
|
|
|
|
|
|
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF
|
|
|
|
|
|
SOA Wealth Advisors, LLC.
|
|
|
|
|
|
Korea Investment CORP
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
Ambassador Advisors, LLC
|
|
|
|
|
|
Wallace Capital Management Inc.
|
|
|
|
|
|
Teza Capital Management LLC
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
Valley National Advisers Inc
|
|
|
|
|
|
FLQM - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Mid Cap Equity ETF
|
|
|
|
|
|
V-Square Quantitative Management LLC
|
|
|
|
|
|
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A
|
|
|
|
|
|
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
|
|
|
|
|
New York Life Investment Management Llc
|
|
|
|
|
|
ACVF - ETF Opportunities Trust - American Conservative Values ETF
|
|
|
|
|
|
Mizuho Markets Americas Llc
|
|
|
|
|
|
BUFBX - BUFFALO FUNDS - Buffalo Flexible Income Fund Investor Class
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
APG Asset Management N.V.
|
|
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Hennion & Walsh Asset Management, Inc.
|
|
|
|
|
|
FLCG - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Growth ETF
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
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|
Inspire Trust Co, N.a.
|
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|
|
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|
HDV - iSHARES TRUST - iShares Core High Dividend ETF
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P
|
|
|
|
|
|
VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares
|
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|
|
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|
Teachers Retirement System Of The State Of Kentucky
|
|
|
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|
|
HighPoint Advisor Group LLC
|
|
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|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
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|
Lazard Asset Management Llc
|
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|
Estabrook Capital Management
|
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Ostrum Asset Management
|
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Kozak & Associates, Inc.
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DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
|
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|
Stock Yards Bank & Trust Co
|
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|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
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|
Advantage Trust Co
|
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Webster Bank, N. A.
|
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VSTIX - VALIC Co I - Stock Index Fund
|
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Riverview Trust Co
|
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Vermillion Wealth Management, Inc.
|
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111 Capital
|
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FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
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|
Vontobel Holding Ltd.
|
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FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
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|
|
|
|
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
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ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
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|
BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class
|
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STXG - EA Series Trust - Strive 1000 Growth ETF
|
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Holderness Investments Co
|
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Cerro Pacific Wealth Advisors LLC
|
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Leavell Investment Management, Inc.
|
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Beaird Harris Wealth Management, LLC
|
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Town & Country Bank & Trust CO dba First Bankers Trust CO
|
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Advisor Group Holdings, Inc.
|
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FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
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|
|
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VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares
|
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Price T Rowe Associates Inc /md/
|
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SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
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SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
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PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
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Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group
|
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Worldquant Millennium Advisors Llc
|
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Keybank National Association/oh
|
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FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund
|
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|
UMA Financial Services, Inc.
|
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Bridge Creek Capital Management LLC
|
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SS&H Financial Advisors, Inc.
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QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
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DAACX - Adviser Managed Trust - Diversified Equity Fund
|
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Rossby Financial, LCC
|
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HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
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|
VARIABLE INSURANCE PRODUCTS FUND IV - Consumer Staples Portfolio Initial Class
|
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Millstone Evans Group, LLC
|
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Axq Capital, Lp
|
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AMTAX - AB BOND FUND, INC. - AB All Market Real Return Portfolio Class A
|
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LPL Financial LLC
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Midwest Trust Co
|
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GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class
|
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|
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|
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
|
|
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|
NUDV - Nushares ETF Trust - Nuveen ESG Dividend ETF
|
|
|
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ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
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|
WPG Advisers, LLC
|
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|
|
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FXG - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Staples AlphaDEX Fund
|
|
|
|
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|
Profunds - Profund Vp Large-cap Value
|
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|
MetLife Investment Management, LLC
|
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|
Public Employees Retirement Association Of Colorado
|
|
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|
Gateway Investment Advisers Llc
|
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WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF
|
|
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|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
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TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
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|
Sfmg, Llc
|
|
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|
Robinson Value Management, Ltd.
|
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Ransom Advisory, Ltd
|
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|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
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|
TD Waterhouse Canada Inc.
|
|
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|
TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R
|
|
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|
CVSE - Morgan Stanley ETF Trust - Calvert US Select Equity ETF
|
|
|
|
|
|
Kinloch Capital, LLC
|
|
|
|
|
|
Mcdonald Partners Llc
|
|
|
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|
Fisher Asset Management, LLC
|
|
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|
|
JT Stratford LLC
|
|
|
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|
|
Jaffetilchin Investment Partners, LLC
|
|
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|
|
|
Great Valley Advisor Group, Inc.
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
COMMERCE FUNDS - The MidCap Value Fund Shares
|
|
|
|
|
|
FDWM - FIDELITY COVINGTON TRUST - Fidelity Women's Leadership ETF
|
|
|
|
|
|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
|
|
|
|
PMJIX - PIMCO Equity Series - PIMCO RAE US Small Fund Institutional Class
|
|
|
|
|
|
Nbt Bank N A /ny
|
|
|
|
|
|
CapWealth Advisors, LLC
|
|
|
|
|
|
Cambridge Advisors Inc.
|
|
|
|
|
|
MVAL - VanEck ETF Trust - VanEck Morningstar Wide Moat Value ETF
|
|
|
|
|
|
Pavion Blue Capital, LLC
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
|
|
|
|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
Martin Capital Partners, LLC
|
|
|
|
|
|
Costello Asset Management, INC
|
|
|
|
|
|
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
TrueWealth Advisors, LLC
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
IEDI - iShares U.S. ETF Trust - iShares Evolved U.S. Discretionary Spending ETF
|
|
|
|
|
|
First Financial Bank - Trust Division
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
Significant Wealth Partners LLC
|
|
|
|
|
|
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF
|
|
|
|
|
|
ABFL - TrimTabs ETF Trust - TrimTabs All Cap U.S. Free-Cash-Flow ETF
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio
|
|
|
|
|
|
VSEQX - VANGUARD HORIZON FUNDS - Vanguard Strategic Equity Fund Investor Shares
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
IVKAX - Voya PARTNERS INC - VY(R) Invesco Comstock Portfolio Class ADV
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
United Asset Strategies, Inc.
|
|
|
|
|
|
SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF
|
|
|
|
|
|
BQMGX - TRUST FOR PROFESSIONAL MANAGERS - Bright Rock Mid Cap Growth Fund Institutional Class Shares
|
|
|
|
|
|
GHP Investment Advisors, Inc.
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock Advantage Large Cap Income ETF
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
MASTERINVEST Kapitalanlage GmbH
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
|
|
Accent Capital Management, LLC
|
|
|
|
|
|
USISX - USAA MUTUAL FUNDS TRUST - Income Stock Fund Shares
|
|
|
|
|
|
FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
Union Savings Bank
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
Graham Capital Management, L.P.
|
|
|
|
|
|
Renaissance Technologies Llc
|
|
|
|
|
|
Carnegie Capital Asset Management, LLC
|
|
|
|
|
|
Bridgewater Associates, LP
|
|
|
|
|
|
Coastline Trust Co
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
Daymark Wealth Partners, Llc
|
|
|
|
|
|
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF
|
|
|
|
|
|
Woodline Partners LP
|
|
|
|
|
|
TD Capital Management LLC
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
Vestor Capital, Llc
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
Y-Intercept (Hong Kong) Ltd
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
ARDGX - ARCHER INVESTMENT SERIES TRUST - Archer Dividend Growth Fund
|
|
|
|
|
|
SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF
|
|
|
|
|
|
DURPX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. High Relative Profitability Portfolio Institutional Class
|
|
|
|
|
|
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund
|
|
|
|
|
|
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
|
|
|
|
|
AVIE - AMERICAN CENTURY ETF TRUST - Avantis Inflation Focused Equity ETF
|
|
|
|
|
|
VCBCX - VALIC Co I - Blue Chip Growth Fund
|
|
|
|
|
|
AF Advisors, Inc.
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F
|
|
|
|
|
|
Greykasell Wealth Strategies, Inc.
|
|
|
|
|
|
Penobscot Investment Management Company, Inc.
|
|
|
|
|
|
Ironwood Investment Counsel, LLC
|
|
|
|
|
|
Illinois Municipal Retirement Fund
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
Journey Advisory Group, LLC
|
|
|
|
|
|
Main Street Financial Solutions, LLC
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
Bangor Savings Bank
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
Glen Eagle Advisors, LLC
|
|
|
|
|
|
Pettee Investors, Inc.
|
|
|
|
|
|
CenterBook Partners LP
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio
|
|
|
|
|
|
Putnam Fl Investment Management Co
|
|
|
|
|
|
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
|
|
|
|
Beacon Capital Management, LLC
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
|
|
|
|
West Oak Capital, LLC
|
|
|
|
|
|
State of Wyoming
|
|
|
|
|
|
FBUF - Fidelity Greenwood Street Trust - Fidelity Dynamic Buffered Equity ETF
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
Enterprise Financial Services Corp
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Consumer Products Fund Variable Annuity
|
|
|
|
|
|
Northwestern Mutual Investment Management Company, Llc
|
|
|
|
|
|
MOTG - VanEck Vectors ETF Trust - VanEck Vectors Morningstar Global Wide Moat ETF
|
|
|
|
|
|
YANKCOM Partnership
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
|
|
|
|
|
Prudential Plc
|
|
|
|
|
|
Anfield Capital Management, LLC
|
|
|
|
|
|
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF
|
|
|
|
|
|
Jupiter Asset Management Ltd
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
Redwood Park Advisors LLC
|
|
|
|
|
|
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I
|
|
|
|
|
|
Carret Asset Management, Llc
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
NDOW - Collaborative Investment Series Trust - Anydrus Advantage ETF
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares
|
|
|
|
|
|
IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A
|
|
|
|
|
|
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares
|
|
|
|
|
|
Trexquant Investment LP
|
|
|
|
|
|
Carolina Wealth Advisors, LLC
|
|
|
|
|
|
GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF
|
|
|
|
|
|
Monetary Management Group Inc
|
|
|
|
|
|
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
Fieldview Capital Management, LLC
|
|
|
|
|
|
DEUTSCHE DWS VARIABLE SERIES I - DWS Core Equity VIP Class A
|
|
|
|
|
|
Alerus Financial Na
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F
|
|
|
|
|
|
Nissay Asset Management Corp /japan/ /adv
|
|
|
|
|
|
SummitTX Capital, L.P.
|
|
|
|
|
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California State Teachers Retirement System
|
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Zrc Wealth Management, Llc
|
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Centiva Capital, LP
|
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Key FInancial Inc
|
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Belpointe Asset Management LLC
|
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|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
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FSTA - FIDELITY COVINGTON TRUST - Fidelity MSCI Consumer Staples Index ETF
|
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|
Concurrent Investment Advisors, LLC
|
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|
Columbia Asset Management
|
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|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
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|
Zullo Investment Group, Inc.
|
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JPME - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF
|
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Railway Pension Investments Ltd
|
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JNL SERIES TRUST - JNL/Mellon Consumers Staples Sector Fund (A)
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Kcm Investment Advisors Llc
|
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National Bank Of Canada /fi/
|
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HFR Wealth Management, LLC
|
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VMVIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Value Index Fund Investor Shares
|
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|
First Horizon Advisors, Inc.
|
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USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF
|
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Banque Cantonale Vaudoise
|
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JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF
|
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XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
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MTM Investment Management, LLC
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HighTower Advisors, LLC
|
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FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund
|
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GPS Wealth Strategies Group, LLC
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Susquehanna Fundamental Investments, Llc
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Howard Hughes Medical Institute
|
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RISEX - DOMINI INVESTMENT TRUST - Domini International Opportunities Fund Investor Shares
|
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Farmers & Merchants Investments Inc
|
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Twin Peaks Wealth Advisors, LLC
|
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DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
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Sherman Asset Management, Inc.
|
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N.E.W. Advisory Services LLC
|
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MeadowBrook Investment Advisors LLC
|
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Maseco Llp
|
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HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
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E. Ohman J:or Asset Management AB
|
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SWAN Capital LLC
|
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CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
|
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Mml Investors Services, Llc
|
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Campbell & CO Investment Adviser LLC
|
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Investment House Llc
|
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|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
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|
|
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RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
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Haverford Trust Co
|
|
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Lansforsakringar Fondforvaltning AB (publ)
|
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Resona Asset Management Co.,Ltd.
|
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|
IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF
|
|
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Semanteon Capital Management, LP
|
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CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF
|
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|
UniSuper Management Pty Ltd
|
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South Dakota Investment Council
|
|
|
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|
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A)
|
|
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|
Stegent Equity Advisors, Inc.
|
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|
Tower Research Capital LLC (TRC)
|
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|
Los Angeles Capital Management Llc
|
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M&t Bank Corp
|
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VGLSX - VALIC Co I - Global Strategy Fund
|
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|
Rexford Capital Inc
|
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International Assets Investment Management, Llc
|
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USRAX - Horizon Funds - Horizon Defensive Multi-Factor Fund Investor Class
|
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Group One Trading, L.p.
|
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IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
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|
Loudon Investment Management, LLC
|
|
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CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund
|
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Eastern Bank
|
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ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF
|
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|
Ccm Investment Group, Llc
|
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|
Ronald Blue Trust, Inc.
|
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|
Smithfield Trust Co
|
|
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|
|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
|
|
|
|
Smith Shellnut Wilson Llc /adv
|
|
|
|
|
|
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT George Putnam Balanced Fund Class IA Shares
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
Empirical Finance, LLC
|
|
|
|
|
|
UPGD - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Raymond James SB-1 Equity ETF
|
|
|
|
|
|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
STRV - EA Series Trust - Strive 500 ETF
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
Searle & Co.
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
Virtu Financial LLC
|
|
|
|
|
|
Employees Retirement System of Texas
|
|
|
|
|
|
WestEnd Advisors, LLC
|
|
|
|
|
|
BTSMX - BOSTON TRUST WALDEN FUNDS - Boston Trust SMID Cap Fund
|
|
|
|
|
|
Delta Asset Management Llc/tn
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
Palisade Asset Management, LLC
|
|
|
|
|
|
Savvy Advisors, Inc.
|
|
|
|
|
|
Glenview Trust Co
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
|
|
|
|
|
SLGYX - SARATOGA ADVANTAGE TRUST - Large Capitalization Growth Portfolio Class A
|
|
|
|
|
|
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class
|
|
|
|
|
|
Wulff, Hansen & Co.
|
|
|
|
|
|
Apriem Advisors
|
|
|
|
|
|
Mengis Capital Management, Inc.
|
|
|
|
|
|
ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
FWOZX - FIDELITY SUMMER STREET TRUST - Fidelity Women's Leadership Fund Fidelity Advisor Women's Leadership Fund: Class Z
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
|
|
|
|
|
|
Roble, Belko & Company, Inc
|
|
|
|
|
|
Eads & Heald Wealth Management
|
|
|
|
|
|
PFS Partners, LLC
|
|
|
|
|
|
Northcape Wealth Management, Llc
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
Viewpoint Capital Management LLC
|
|
|
|
|
|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
|
|
|
|
Yacktman Asset Management Lp
|
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
|
Sonora Investment Management Group, LLC
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
|
|
|
|
|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
|
|
|
|
Pittenger & Anderson Inc
|
|
|
|
|
|
VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF
|
|
|
|
|
|
Bahl & Gaynor Inc
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
Lummis Asset Management, LP
|
|
|
|
|
|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
|
|
Romano Brothers And Company
|
|
|
|
|
|
Exeter Financial, LLC
|
|
|
|
|
|
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
|
|
|
|
|
|
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF
|
|
|
|
|
|
All Terrain Financial Advisors, LLC
|
|
|
|
|
|
Grimes & Company, Inc.
|
|
|
|
|
|
Nemes Rush Group LLC
|
|
|
|
|
|
BBISX - Sterling Capital Funds - Sterling Capital Behavioral Large Cap Value Equity Fund Institutional Class
|
|
|
|
|
|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
Precedent Wealth Partners, Llc
|
|
|
|
|
|
Gen-Wealth Partners Inc
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB
|
|
|
|
|
|
Albion Financial Group /ut
|
|
|
|
|
|
Baader Bank INC
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
|
|
|
|
|
Clear Street Markets Llc
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
AXMNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Mid Cap Multi-Style Fund Acclivity Mid Cap Multi-Style N Shares
|
|
|
|
|
|
Engineers Gate Manager LP
|
|
|
|
|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
|
|
|
|
|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
Machina Capital S.a.s.
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
Bradley Foster & Sargent Inc/ct
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class
|
|
|
|
|
|
Jeppson Wealth Management, Llc
|
|
|
|
|
|
Kanawha Capital Management Llc
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
|
|
|
|
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
CFS Investment Advisory Services, LLC
|
|
|
|
|
|
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
|
|
|
|
|
|
Jamison Private Wealth Management, Inc.
|
|
|
|
|
|
Sapient Capital Llc
|
|
|
|
|
|
First National Bank Of Omaha
|
|
|
|
|
|
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
|
|
|
|
|
Quarry LP
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
Bank of Jackson Hole Trust
|
|
|
|
|
|
CCMG - EA Series Trust - CCM Global Equity ETF
|
|
|
|
|
|
Plante Moran Financial Advisors, LLC
|
|
|
|
|
|
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A
|
|
|
|
|
|
Entropy Technologies, LP
|
|
|
|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
|
|
|
|
SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
Burns J W & Co Inc/ny
|
|
|
|
|
|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A
|
|
|
|
|
|
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A
|
|
|
|
|
|
DSHFX - Brinker Capital Destinations Trust - Destinations Shelter Fund Class I
|
|
|
|
|
|
National Wealth Management Group, LLC
|
|
|
|
|
|
IRGJX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Growth Index Portfolio Class I
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Janus Henderson U.S. Low Volatility Portfolio
|
|
|
|
|
|
SIOAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INCOME FUND Class F
|
|
|
|
|
|
Hilltop National Bank
|
|
|
|
|
|
Brighthouse Funds Trust I - Invesco Comstock Portfolio Class A
|
|
|
|
|
|
Harvey Investment Co Llc
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
Level Four Advisory Services, Llc
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
|
|
|
|
|
|
Stevens Capital Management Lp
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
SPUS - Tidal ETF Trust - SP Funds S&P 500 Sharia Industry Exclusions ETF
|
|
|
|
|
|
CNB Bank
|
|
|
|
|
|
Miracle Mile Advisors, LLC
|
|
|
|
|
|
Avantax Planning Partners, Inc.
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
NOIEX - Northern Funds - Northern Income Equity Fund
|
|
|
|
|
|
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
Dai-Ichi Life Insurance Company, Ltd
|
|
|
|
|
|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
|
|
|
|
GLBIX - Managed Portfolio Series - Leuthold Global Fund Institutional Class
|
|
|
|
|
|
USS Investment Management Ltd
|
|
|
|
|
|
Park National Corp /oh/
|
|
|
|
|
|
Jnl Series Trust - Jnl Multi-manager Mid Cap Fund (a)
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund
|
|
|
|
|
|
Westpac Banking Corp
|
|
|
|
|
|
Axa S.a.
|
|
|
|
|
|
Pinnacle West Asset Management, Inc.
|
|
|
|
|
|
Kerusso Capital Management LLC
|
|
|
|
|
|
Hollow Brook Wealth Management LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
PALCX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Allocation Fund Class C
|
|
|
|
|
|
Souders Financial Advisors
|
|
|
|
|
|
Willis Investment Counsel
|
|
|
|
|
|
MSEFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Equity Fund Institutional Class
|
|
|
|
|
|
Aster Capital Management (DIFC) Ltd
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT U.S. 130/30 Equity Fund Class Y
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
Adage Capital Partners Gp, L.l.c.
|
|
|
|
|
|
Gwn Securities Inc.
|
|
|
|
|
|
Mascoma Wealth Management LLC
|
|
|
|
|
|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
GAMMA Investing LLC
|
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Investors Asset Management Of Georgia Inc /ga/ /adv
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Atlantic Union Bankshares Corp
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Opes Wealth Management LLC
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Great West Life Assurance Co /can/
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Canvas Wealth Advisors, LLC
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Twin Tree Management, LP
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DHJJ Financial Advisors, Ltd.
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
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Securian Funds Trust - SFT Index 500 Fund Class 1
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Slow Capital, Inc.
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Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a)
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Harvest Investment Advisors, LLC
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Centricity Wealth Management, LLC
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Wealthcare Advisory Partners LLC
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Anchor Investment Management, LLC
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PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
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Hall Capital Management Co Inc
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Guardian Variable Products Trust - Guardian Diversified Research VIP Fund
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PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund
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Enhancing Capital LLC
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PPQMX - PRINCIPAL FUNDS, INC. - MidCap Growth Fund III R-3
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Glenmede Investment Management, LP
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SlateStone Wealth, LLC
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Geneos Wealth Management Inc.
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Zions Bancorporation, National Association /ut/
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Delos Wealth Advisors, LLC
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Wood Tarver Financial Group, LLC
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TMDV - PROSHARES TRUST - ProShares Russell U.S. Dividend Growers ETF ProShares Russell US Dividend Growers ETF
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ASR Vermogensbeheer N.V.
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HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
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Rhumbline Advisers
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44 Wealth Management Llc
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JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
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ORG Wealth Partners, LLC
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Talon Private Wealth, LLC
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PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
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Global Trust Asset Management, LLC
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Bedel Financial Consulting, Inc.
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DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
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Strs Ohio
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PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
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New Age Alpha Advisors, LLC
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Groupe la Francaise
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Vision Financial Markets Llc
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Schroder Investment Management Group
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Newbridge Financial Services Group, Inc.
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Cary Street Partner Investment Advisory Llc
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XUDV - Franklin Templeton ETF Trust - Franklin U.S. Dividend Multiplier Index ETF
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CVA Family Office, LLC
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OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
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Capital Investment Advisory Services, LLC
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PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
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Public Sector Pension Investment Board
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VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
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Toroso Investments, LLC
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RYCIX - RYDEX SERIES FUNDS - Consumer Products Fund Investor Class
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Trifecta Capital Advisors, LLC
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Aigen Investment Management, Lp
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Arrowroot Family Office, LLC
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Bridges Investment Management Inc
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SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
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Measured Risk Portfolios, Inc.
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Empower Advisory Group, LLC
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SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
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SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
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Kentucky Trust Co
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Wesbanco Bank Inc
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Bernard Wealth Management Corp.
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BankPlus Trust Department
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SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
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Radnor Capital Management, LLC
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AlphaCore Capital LLC
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Soltis Investment Advisors LLC
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JNBA Financial Advisors
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NEOS Investment Management LLC
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Rocky Mountain Advisers, Llc
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GDLFX - FundVantage Trust - Gotham Defensive Long 500 Fund Institutional Class
|
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Petrus Trust Company, LTA
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Charles Schwab Investment Management Inc
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Hughes Financial Services, LLC
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SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1
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Peapack Gladstone Financial Corp
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Moors & Cabot, Inc.
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Lido Advisors, LLC
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QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
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DHAMX - Centre Funds - Centre American Select Equity Fund Investor Class
|
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EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
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Raiffeisen Bank International AG
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Plato Investment Management Ltd
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Guardian Wealth Advisors, LLC
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NORTHERN FUNDS - U.S. Quality ESG Fund Class I
|
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Achmea Investment Management B.V.
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IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV
|
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CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
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SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
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TCTC Holdings, LLC
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Fourth Dimension Wealth, LLC
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Nordea Investment Management Ab
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Swiss National Bank
|
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1832 Asset Management L.P.
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SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF
|
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BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I
|
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SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
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LVPIX - Profunds - Large-cap Value Profund Investor Class
|
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BlackRock, Inc.
|
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WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
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UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF
|
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RCGE - EA Series Trust - RockCreek Global Equality ETF
|
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North Star Investment Management Corp.
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Humankind Benefit Corp - Humankind US Stock ETF
|
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Principal Securities, Inc.
|
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QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
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IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF
|
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DNLDX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Active MidCap Fund Class A
|
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Mystic Asset Management, Inc.
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Mechanics Bank Trust Department
|
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GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class
|
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Police & Firemen's Retirement System of New Jersey
|
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|
Manufacturers Life Insurance Company, The
|
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AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
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GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A
|
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|
Tompkins Financial Corp
|
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Valued Wealth Advisors LLC
|
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M. Kulyk & Associates, LLC
|
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Nuance Investments, Llc
|
|
|
|
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EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
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|
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|
FSCS - FIRST TRUST EXCHANGE-TRADED FUND VI - Mid Cap US Equity Select ETF
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
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|
Red Tortoise LLC
|
|
|
|
|
|
PXWGX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG Beta Quality Fund Investor Class
|
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|
|
First Trust Advisors Lp
|
|
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|
QALGX - Federated MDT Series - Federated MDT Large Cap Growth Fund Class A Shares
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
|
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|
Parkside Financial Bank & Trust
|
|
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|
|
Eaton Vance Tax-managed Buy-write Income Fund
|
|
|
|
|
|
VCGAX - VALIC Co I - Growth & Income Fund
|
|
|
|
|
|
CDC - Victory Portfolios II - VictoryShares US EQ Income Enhanced Volatility Wtd ETF
|
|
|
|
|
|
CarsonAllaria Wealth Management, Ltd.
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
|
|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
|
|
|
|
|
Country Trust Bank
|
|
|
|
|
|
Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
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|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
|
|
|
|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
|
|
|
|
CIPMX - Advisors' Inner Circle Fund II - CHAMPLAIN MID CAP FUND ADVISOR SHARES
|
|
|
|
|
|
TCI Wealth Advisors, Inc.
|
|
|
|
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|
First Manhattan Co
|
|
|
|
|
|
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
|
|
|
|
|
|
PETZX - Gabelli Innovations Trust - Gabelli Pet Parents'(TM) Fund
|
|
|
|
|
|
Natixis Advisors, L.p.
|
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|
New Mexico Educational Retirement Board
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
Waterloo Capital, L.P.
|
|
|
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|
|
Gables Capital Management Inc.
|
|
|
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|
HCR Wealth Advisors
|
|
|
|
|
|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
TNBIX - 1290 Funds - 1290 SmartBeta Equity Fund Class I
|
|
|
|
|
|
CoreFirst Bank & Trust
|
|
|
|
|
|
CBHAX - Victory Portfolios II - Victory Market Neutral Income Fund Class A
|
|
|
|
|
|
Centre Asset Management, LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
Savoir Faire Capital Management, L.P.
|
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|
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|
Geode Capital Management, Llc
|
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|
Tiaa Trust, National Association
|
|
|
|
|
|
IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF
|
|
|
|
|
|
American National Bank
|
|
|
|
|
|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
|
|
|
|
|
Garrison Point Advisors, Llc
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
Jacobs Levy Equity Management, Inc
|
|
|
|
|
|
SPC Financial, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
|
|
|
|
|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
|
|
|
|
GMEZX - GuideStone Funds - Impact Equity Fund Investor
|
|
|
|
|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
|
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
|
|
|
|
|
ESMV - iSHARES TRUST - iShares ESG MSCI USA Min Vol Factor ETF
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Comstock Portfolio Class IB
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
Bright Rock Capital Management, Llc
|
|
|
|
|
|
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares
|
|
|
|
|
|
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
PENN SERIES FUNDS INC - Index 500 Fund
|
|
|
|
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|
DUHP - Dimensional ETF Trust - Dimensional US High Profitability ETF
|
|
|
|
|
|
Qsemble Capital Management, LP
|
|
|
|
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|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
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|
CWA Asset Management Group, LLC
|
|
|
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|
B. Metzler seel. Sohn & Co. AG
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
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|
La Banque Postale Asset Management SA
|
|
|
|
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|
Tortoise Investment Management, LLC
|
|
|
|
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|
StoneX Group Inc.
|
|
|
|
|
|
Marshall & Sterling Wealth Advisors Inc.
|
|
|
|
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|
SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
|
|
|
|
|
Greatmark Investment Partners, Inc.
|
|
|
|
|
|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
|
|
|
|
SDY - SPDR SERIES TRUST - SPDR(R) S&P(R) Dividend ETF
|
|
|
|
|
|
Barrett & Company, Inc.
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
|
|
|
|
|
Weiss Asset Management LP
|
|
|
|
|
|
Bellwether Advisors, LLC
|
|
|
|
|
|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
Institutional Investment Strategy Fund
|
|
|
|
|
|
AMG National Trust Bank
|
|
|
|
|
|
STXV - EA Series Trust - Strive 1000 Value ETF
|
|
|
|
|
|
FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A
|
|
|
|
|
|
NATIONWIDE MUTUAL FUNDS - Nationwide U.S. 130/30 Equity Portfolio Class R6
|
|
|
|
|
|
Addison Advisors LLC
|
|
|
|
|
|
C M Bidwell & Associates Ltd
|
|
|
|
|
|
Principle Wealth Partners Llc
|
|
|
|
|
|
Choate Investment Advisors
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
Iron Horse Wealth Management, LLC
|
|
|
|
|
|
Toth Financial Advisory Corp
|
|
|
|
|
|
NEQIX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman U.S. Equity Impact Fund Institutional Class
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
Westhampton Capital, LLC
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund
|
|
|
|
|
|
Ball & Co Wealth Management Inc.
|
|
|
|
|
|
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
|
Texas Yale Capital Corp.
|
|
|
|
|
|
Oakworth Capital, Inc.
|
|
|
|
|
|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
|
|
|
|
|
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
Profunds - Profund Vp Consumer Goods
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Growth Portfolio Institutional Class
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
PharVision Advisers, LLC
|
|
|
|
|
|
McCollum Christoferson Group LLC
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF
|
|
|
|
|
|
GRZZX - Managed Portfolio Series - Leuthold Grizzly Short Fund
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
Metis Global Partners, LLC
|
|
|
|
|
|
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
|
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|
|
|
|
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
Armis Advisers, LLC
|
|
|
|
|
|
Triangle Securities Wealth Management
|
|
|
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|
|
Rafferty Asset Management, LLC
|
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|
|
|
|
First Community Trust Na
|
|
|
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|
Truvestments Capital Llc
|
|
|
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PUTNAM VARIABLE TRUST - Putnam VT Research Fund Class IA Shares
|
|
|
|
|
|
Integrated Advisors Network LLC
|
|
|
|
|
|
Avion Wealth
|
|
|
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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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|
SG Americas Securities, LLC
|
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|
|
|
|
Journey Strategic Wealth Llc
|
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|
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|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
|
|
|
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|
GeoWealth Management, LLC
|
|
|
|
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|
Man Group plc
|
|
|
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|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
|
|
|
|
|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
|
|
|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
|
|
|
TNRAX - 1290 Funds - 1290 Avantis U.S. Large Cap Growth Fund Class A
|
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|
|
|
|
Canandaigua National Bank & Trust Co
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
|
|
|
|
|
|
Harwood Advisory Group, LLC
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
B&D White Capital Company, LLC
|
|
|
|
|
|
USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
PineBridge Investments, L.P.
|
|
|
|
|
|
XRLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
Atom Investors LP
|
|
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|
|
|
Guggenheim Strategic Opportunities Fund
|
|
|
|
|
|
Two Sigma Investments, Lp
|
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|
|
Coldstream Capital Management Inc
|
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|
|
Wilkins Investment Counsel Inc
|
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|
|
Colonial Trust Advisors
|
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|
|
PFG Investments, LLC
|
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|
Mather Group, Llc.
|
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DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
|
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|
Mission Wealth Management, Lp
|
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|
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|
|
Verity Asset Management, Inc.
|
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|
|
Bollard Group LLC
|
|
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|
|
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class
|
|
|
|
|
|
Wsfs Capital Management, Llc
|
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|
|
Cornerstone Planning Group LLC
|
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|
|
Cullen/frost Bankers, Inc.
|
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|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
JFLI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Flexible Income ETF
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
Intrua Financial, LLC
|
|
|
|
|
|
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
|
|
|
|
|
|
Azzad Asset Management Inc /adv
|
|
|
|
|
|
Cherry Tree Wealth Management, LLC
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
Graypoint LLC
|
|
|
|
|
|
Fiduciary Alliance LLC
|
|
|
|
|
|
Armstrong Advisory Group, Inc
|
|
|
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|
|
Nomura Holdings Inc
|
|
|
|
|
|
Ameriflex Group, Inc.
|
|
|
|
|
|
ONEY - SPDR SERIES TRUST - SPDR Russell 1000 Yield Focus ETF
|
|
|
|
|
|
FGSAX - FEDERATED EQUITY FUNDS - Federated MDT Mid Cap Growth Fund Class A Shares
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares
|
|
|
|
|
|
RSPS - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Consumer Staples ETF
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
|
|
|
|
MJT & Associates Financial Advisory Group, Inc.
|
|
|
|
|
|
America First Investment Advisors, LLC
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
Aviance Capital Partners, LLC
|
|
|
|
|
|
Oak Thistle LLC
|
|
|
|
|
|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
|
|
|
|
|
Briaud Financial Planning, Inc
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Global Responsibility Equity Fund Class A
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
|
|
Meiji Yasuda Asset Management Co Ltd.
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
Excalibur Management Corp
|
|
|
|
|
|
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio
|
|
|
|
|
|
Townsend & Associates, Inc
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
Total Investment Management Inc
|
|
|
|
|
|
Camden Capital, LLC
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
Eaton Vance Tax-managed Buy-write Opportunities Fund
|
|
|
|
|
|
Putney Financial Group LLC
|
|
|
|
|
|
LCORX - Managed Portfolio Series - Leuthold Core Investment Fund Retail Class
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
|
|
|
Kennon-Green & Company, LLC
|
|
|
|
|
|
DIAMX - DIAMOND HILL FUNDS - Diamond Hill Long-Short Fund Class A
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
Transce3nd, LLC
|
|
|
|
|
|
Jensen Investment Management Inc
|
|
|
|
|
|
Intact Investment Management Inc.
|
|
|
|
|
|
Private Wealth Partners, LLC
|
|
|
|
|
|
Independent Wealth Network Inc.
|
|
|
|
|
|
Piscataqua Savings Bank
|
|
|
|
|
|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
Virtus ETF Advisers LLC
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
ICW Investment Advisors LLC
|
|
|
|
|
|
Global Wealth Strategies & Associates
|
|
|
|
|
|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
|
|
|
|
|
ERNZ - Listed Funds Trust - TrueShares Active Yield ETF
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
Leo Wealth, LLC
|
|
|
|
|
|
Seacrest Wealth Management, Llc
|
|
|
|
|
|
Hillsdale Investment Management Inc.
|
|
|
|
|
|
Creekmur Asset Management LLC
|
|
|
|
|
|
DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares
|
|
|
|
|
|
TMMAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed Managed Volatility Fund Class F
|
|
|
|
|
|
Rossmore Private Capital
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
Virginia Retirement Systems Et Al
|
|
|
|
|
|
Confluence Investment Management Llc
|
|
|
|
|
|
DURA - VanEck Vectors ETF Trust - VanEck Vectors Morningstar Durable Dividend ETF
|
|
|
|
|
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
|
|
|
|
|
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
Natixis
|
|
|
|
|
|
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
|
|
IWP - iSHARES TRUST - iShares Russell Mid-Cap Growth ETF
|
|
|
|
|
|
Equitable Holdings, Inc.
|
|
|
|
|
|
Liberty One Investment Management, Llc
|
|
|
|
|
|
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund
|
|
|
|
|
|
Brown Miller Wealth Management, LLC
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF
|
|
|
|
|
|
Lion Street Advisors, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB
|
|
|
|
|
|
First Command Advisory Services, Inc.
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional
|
|
|
|
|
|
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA Opportunity Fund Class C
|
|
|
|
|
|
Handelsbanken Fonder AB
|
|
|
|
|
|
Mn Services Vermogensbeheer B.V.
|
|
|
|
|
|
Trust Co Of Toledo Na /oh/
|
|
|
|
|
|
Mangrove Partners
|
|
|
|
|
|
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF
|
|
|
|
|
|
TBG - EA Series Trust - TBG Dividend Focus ETF
|
|
|
|
|
|
Spdr S&p 500 Etf Trust
|
|
|
|
|
|
Evermay Wealth Management Llc
|
|
|
|
|
|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
|
|
|
|
|
Schear Investment Advisers, LLC
|
|
|
|
|
|
Clear Creek Financial Management, LLC
|
|
|
|
|
|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
Generali Asset Management SPA SGR
|
|
|
|
|
|
Swedbank AB
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
|
Integrity Alliance, Llc.
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
Gulf International Bank (UK) Ltd
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class
|
|
|
|
|
|
Fox Run Management, L.l.c.
|
|
|
|
|
|
Andra AP-fonden
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A
|
|
|
|
|
|
AVMC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Equity ETF
|
|
|
|
|
|
Quantitative Investment Management, LLC
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
IMA Wealth, Inc.
|
|
|
|
|
|
Commerzbank Aktiengesellschaft /fi
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
|
|
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A
|
|
|
|
|
|
MWMIX - VanEck Funds - VanEck Morningstar Wide Moat Fund Class I
|
|
|
|
|
|
Advisor OS, LLC
|
|
|
|
|
|
FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF
|
|
|
|
|
|
Eaton Vance Tax-managed Global Buy-write Opportunities Fund
|
|
|
|
|
|
Stance Capital Llc
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
Coastwise Capital Group, LLC
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
|
|
|
|
Alpine Bank Wealth Management
|
|
|
|
|
|
Aviva Plc
|
|
|
|
|
|
Kestra Investment Management, LLC
|
|
|
|
|
|
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
|
|
|
|
|
Intelligent Financial Strategies
|
|
|
|
|
|
TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class
|
|
|
|
|
|
Assenagon Asset Management S.A.
|
|
|
|
|
|
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund
|
|
|
|
|
|
Missouri Trust & Investment Co
|
|
|
|
|
|
PAPPX - Papp Investment Trust - Papp Small & Mid-Cap Growth Fund
|
|
|
|
|
|
NOBL - PROSHARES TRUST - ProShares S&P 500 Dividend Aristocrats ETF
|
|
|
|
|
|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
|
|
|
|
|
Canada Post Corp Registered Pension Plan
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
Consolidated Portfolio Review Corp
|
|
|
|
|
|
Kornitzer Capital Management Inc /ks
|
|
|
|
|
|
Caitong International Asset Management Co., Ltd
|
|
|
|
|
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
|
|
|
|
|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
Nicholson Wealth Management Group, LLC
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
Coston, McIsaac & Partners
|
|
|
|
|
|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
Johnson Financial Group, Inc.
|
|
|
|
|
|
FIL Ltd
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
|
|
|
|
|
Tax-Managed Value Portfolio - Tax-Managed Value Portfolio
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
DnB Asset Management AS
|
|
|
|
|
|
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
|
|
|
|
|
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares
|
|
|
|
|
|
GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF
|
|
|
|
|
|
WASMX - BOSTON TRUST WALDEN FUNDS - Walden SMID Cap Fund
|
|
|
|
|
|
Humankind Investments LLC
|
|
|
|
|
|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
|
|
|
|
|
AllSquare Wealth Management LLC
|
|
|
|
|
|
FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
Raleigh Capital Management Inc.
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
Point72 Hong Kong Ltd
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
Aegon Asset Management Uk Plc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
Clean Yield Group
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
FMDGX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Growth Index Fund
|
|
|
|
|
|
Park Place Capital Corp
|
|
|
|
|
|
FDV - Federated Hermes ETF Trust - Federated Hermes U.S. Strategic Dividend ETF
|
|
|
|
|
|
Money Concepts Capital Corp
|
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|
Everhart Financial Group, Inc.
|
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|
Bard Financial Services, Inc.
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
|
|
|
|
|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Godsey & Gibb Associates
|
|
|
|
|
|
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
|
|
|
|
|
Boothbay Fund Management, Llc
|
|
|
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|
Capstone Triton Financial Group, LLC
|
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|
Profunds - Profund Vp Ultrabull
|
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|
Advisors Asset Management, Inc.
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
Mechanics Financial Corp
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
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|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
Salem Investment Counselors Inc
|
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Revisor Wealth Management LLC
|
|
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|
Franklin Resources Inc
|
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|
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|
GWM Advisors LLC
|
|
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|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
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|
|
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|
URTH - iShares, Inc. - iShares MSCI World ETF
|
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|
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|
GoalVest Advisory LLC
|
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|
Chicago Partners Investment Group LLC
|
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Evelyn Partners Investment Management Services Ltd
|
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Eaton Vance Tax Advantaged Dividend Income Fund
|
|
|
|
|
|
Forsta Ap-fonden
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF
|
|
|
|
|
|
NCVLX - Managed Portfolio Series - Nuance Concentrated Value Fund Institutional Class Shares
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
|
|
|
|
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
|
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|
Parallel Advisors, LLC
|
|
|
|
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|
GABELLI & Co INVESTMENT ADVISERS, INC.
|
|
|
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|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
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|
Czech National Bank
|
|
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|
Tang Capital Management Llc
|
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Flagship Wealth Advisors, Llc
|
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Jfs Wealth Advisors, Llc
|
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Venture Visionary Partners LLC
|
|
|
|
|
|
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund
|
|
|
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|
|
Congress Wealth Management LLC / DE /
|
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Strategic Wealth Partners, Ltd.
|
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|
First PREMIER Bank
|
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TruNorth Capital Management, LLC
|
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BI Asset Management Fondsmaeglerselskab A/S
|
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|
Meridian Wealth Management, LLC
|
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Kentucky Retirement Systems Insurance Trust Fund
|
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|
Kfg Wealth Management, Llc
|
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|
|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
|
|
|
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|
Balyasny Asset Management Llc
|
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|
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|
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A
|
|
|
|
|
|
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
|
|
|
|
|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
|
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
|
|
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DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
|
|
|
|
|
HEJD - Victory Portfolios II - VictoryShares Hedged Equity Income ETF
|
|
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|
Pathstone Holdings, LLC
|
|
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|
Federation des caisses Desjardins du Quebec
|
|
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|
Primoris Wealth Advisors, Llc
|
|
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|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
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|
|
Sierra Ocean, Llc
|
|
|
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|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
|
|
|
|
|
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
Heritage Wealth Management, Inc.
|
|
|
|
|
|
TBH Global Asset Management, LLC
|
|
|
|
|
|
PNRAX - PUTNAM INVESTMENT FUNDS - Putnam Research Fund Class A Shares
|
|
|
|
|
|
Donald L. Hagan, LLC
|
|
|
|
|
|
FORA Capital, LLC
|
|
|
|
|
|
Sittner & Nelson, Llc
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
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|
|
Hsbc Holdings Plc
|
|
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|
|
Mitchell Mcleod Pugh & Williams Inc
|
|
|
|
|
|
Gitterman Wealth Management, LLC
|
|
|
|
|
|
US Asset Management LLC
|
|
|
|
|
|
Mediolanum International Funds Ltd
|
|
|
|
|
|
Hartford Investment Management Co
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
National Asset Management, Inc.
|
|
|
|
|
|
Southland Equity Partners LLC
|
|
|
|
|
|
Pin Oak Investment Advisors Inc
|
|
|
|
|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
|
|
Two Roads Shared Trust - Hypatia Women CEO ETF
|
|
|
|
|
|
UGE - PROSHARES TRUST - ProShares Ultra Consumer Goods
|
|
|
|
|
|
Crews Bank & Trust
|
|
|
|
|
|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
|
|
|
|
Old Point Trust & Financial Services N A
|
|
|
|
|
|
Grassi Investment Management
|
|
|
|
|
|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
|
|
|
|
Capital Investment Advisors, LLC
|
|
|
|
|
|
VCULX - VALIC Co I - Growth Fund
|
|
|
|
|
|
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
Solstein Capital, LLC
|
|
|
|
|
|
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF
|
|
|
|
|
|
Penserra Capital Management LLC
|
|
|
|
|
|
Avanza Fonder AB
|
|
|
|
|
|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
|
|
|
Binnacle Investments Inc
|
|
|
|
|
|
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF
|
|
|
|
|
|
Longfellow Investment Management Co Llc
|
|
|
|
|
|
Minot DeBlois Advisors LLC
|
|
|
|
|
|
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Comstock Fund Series I
|
|
|
|
|
|
Clifford Swan Investment Counsel Llc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1
|
|
|
|
|
|
KNG - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Cboe Vest S&P 500 Dividend Aristocrats Target Income ETF
|
|
|
|
|
|
Boston Family Office Llc
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
Brookstone Capital Management
|
|
|
|
|
|
Brown, Lisle/cummings, Inc.
|
|
|
|
|
|
City State Bank
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
CRFRX - CALVERT SOCIAL INVESTMENT FUND - Calvert Focused Value Fund Class R6
|
|
|
|
|
|
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
|
|
|
|
|
Cadinha & Co Llc
|
|
|
|
|
|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
|
|
|
|
NXTI - Simplify Exchange Traded Funds - Simplify Next Intangible Core Index ETF
|
|
|
|
|
|
Retirement Planning Group
|
|
|
|
|
|
Navellier & Associates Inc
|
|
|
|
|
|
Cito Capital Group, LLC
|
|
|
|
|
|
CBOE Vest Financial, LLC
|
|
|
|
|
|
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF
|
|
|
|
|
|
QGRO - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Growth ETF
|
|
|
|
|
|
MOTE - VanEck ETF Trust - VanEck Morningstar ESG Moat ETF
|
|
|
|
|
|
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K
|
|
|
|
|
|
Global X Japan Co., Ltd.
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Common Stock Portfolio Initial Class
|
|
|
|
|
|
Aspect Partners, LLC
|
|
|
|
|
|
Lantz Financial LLC
|
|
|
|
|
|
NorthCrest Asset Manangement, LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2
|
|
|
|
|
|
Evergreen Private Wealth LLC
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
Lifeworks Advisors, LLC
|
|
|
|
|
|
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
|
|
|
|
|
Atticus Wealth Management, Llc
|
|
|
|
|
|
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
CTC Alternative Strategies, Ltd.
|
|
|
|
|
|
Pacer Advisors, Inc.
|
|
|
|
|
|
Asset Planning,Inc
|
|
|
|
|
|
Ashton Thomas Private Wealth, LLC
|
|
|
|
|
|
Intrust Bank Na
|
|
|
|
|
|
Meeder Advisory Services, Inc.
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
Farringdon Capital, Ltd.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
KTRAX - DEUTSCHE DWS MARKET TRUST - DWS Global Income Builder Fund Class A
|
|
|
|
|
|
MGRO - VanEck ETF Trust - VanEck Morningstar Wide Moat Growth ETF
|
|
|
|
|
|
Northeast Investment Management
|
|
|
|
|
|
McIlrath & Eck, LLC
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
Diamant Asset Management, Inc.
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
Heritage Trust Co
|
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
Investment Management Corp of Ontario
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
IFM Investors Pty Ltd
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
Davy Global Fund Management Ltd
|
|
|
|
|
|
FSA Wealth Management LLC
|
|
|
|
|
|
Buckingham Strategic Partners
|
|
|
|
|
|
Laurion Capital Management LP
|
|
|
|
|
|
Moloney Securities Asset Management, LLC
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
Hanson & Doremus Investment Management
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
|
|
|
|
|
PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares
|
|
|
|
|
|
Bfsg, Llc
|
|
|
|
|
|
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
|
|
|
|
|
IYK - iSHARES TRUST - iShares U.S. Consumer Goods ETF
|
|
|
|
|
|
Physicians Financial Services, Inc.
|
|
|
|
|
|
Westside Investment Management, Inc.
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
Leelyn Smith, LLC
|
|
|
|
|
|
Mattern Wealth Management LLC
|
|
|
|
|
|
Hudson Bay Capital Management LP
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
|
|
|
|
|
DT Investment Partners, LLC
|
|
|
|
|
|
IMC-Chicago, LLC
|
|
|
|
|
|
Pinnacle Bancorp, Inc.
|
|
|
|
|
|
Stonegate Investment Group, LLC
|
|
|
|
|
|
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
|
|
|
|
|
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
|
|
|
|
|
|
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
|
|
|
|
|
FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
GVLU - Tidal ETF Trust - Gotham 1000 Value ETF
|
|
|
|
|
|
Champlain Investment Partners, LLC
|
|
|
|
|
|
Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
Point72 Asia (Singapore) Pte. Ltd.
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class
|
|
|
|
|
|
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
Ing Groep Nv
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
|
|
|
|
|
Point72 Asset Management, L.P.
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
|
Nova Wealth Management, Inc.
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
|
|
Insight Advisors, LLC/ PA
|
|
|
|
|
|
FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund
|
|
|
|
|
|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
Rakuten Investment Management, Inc.
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
Crewe Advisors LLC
|
|
|
|
|
|
West Financial Advisors, LLC
|
|
|
|
|
|
Occudo Quantitative Strategies Lp
|
|
|
|
|
|
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
XLP - SELECT SECTOR SPDR TRUST - The Consumer Staples Select Sector SPDR Fund
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
Caldwell Securities, Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
|
|
|
|
|
Royal London Asset Management Ltd
|
|
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|
SevenBridge Financial Group, LLC
|
|
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|
|
|
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A)
|
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|
Deutsche Bank Ag\
|
|
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|
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|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
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|
Mbb Public Markets I Llc
|
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|
WISEX - AZZAD FUNDS - Azzad Wise Capital Fund
|
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|
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|
Candriam Luxembourg S.C.A.
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|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
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|
Crossmark Global Holdings, Inc.
|
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|
Pegasus Asset Management, Inc.
|
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|
Diversified Trust Co
|
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|
Cowa, Llc
|
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Hrt Financial Lp
|
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|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
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|
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
|
|
|
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|
Peoples Bank/KS
|
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|
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|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
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|
Vident Advisory, LLC
|
|
|
|
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|
JNL SERIES TRUST - JNL/Morningstar SMID Moat Focus Index Fund (I)
|
|
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|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
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|
KXI - iSHARES TRUST - iShares Global Consumer Staples ETF
|
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|
MTCGX - M FUND INC - M Large Cap Growth Fund
|
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|
|
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|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
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|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
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|
FDFAX - FIDELITY SELECT PORTFOLIOS - Consumer Staples Portfolio
|
|
|
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|
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund
|
|
|
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|
Crawford Investment Counsel Inc
|
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|
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund
|
|
|
|
|
|
EAFVX - EATON VANCE GROWTH TRUST - Eaton Vance Focused Value Opportunities Fund Class A
|
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|
We Are One Seven, LLC
|
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FQAL - FIDELITY COVINGTON TRUST - Fidelity Quality Factor ETF
|
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|
Farmers National Bank
|
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|
Exchange Capital Management, Inc.
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EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB
|
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|
HHM Wealth Advisors, LLC
|
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|
James Alpha Funds Trust - Easterly Snow Long/Short Opportunity Fund Class C
|
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|
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB
|
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|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
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|
Pinnacle Wealth Management Advisory Group, LLC
|
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|
Retirement Systems of Alabama
|
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XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
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|
Rialto Wealth Management, LLC
|
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Hm Payson & Co
|
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XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
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|
Sumitomo Mitsui Trust Holdings, Inc.
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Essex Financial Services, Inc.
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MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH
|
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Citizens Financial Group Inc/ri
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USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
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MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF
|
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Indiana Trust & Investment Management CO
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TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
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|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
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MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
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|
Somerset Trust Co
|
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|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
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|
Bank of New York Mellon Corp
|
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|
Front Row Advisors LLC
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Azimuth Capital Investment Management LLC
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BLI - Banque de Luxembourg Investments
|
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IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
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|
R.H. Investment Group, LLC
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BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A
|
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GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class
|
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|
Bank Of Nova Scotia
|
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|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
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|
Wedbush Securities Inc
|
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|
Goldman Sachs Group Inc
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Bluefin Capital Management, Llc
|
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NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
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|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
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|
Hancock Whitney Corp
|
|
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|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
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|
Schonfeld Strategic Advisors LLC
|
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|
Valmark Advisers, Inc.
|
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|
Pensionmark Financial Group, Llc
|
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|
Arizona State Retirement System
|
|
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|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
|
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|
Country Club Bank /gfn
|
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|
|
Regal Investment Advisors LLC
|
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|
Allspring Global Investments Holdings, LLC
|
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|
BIGRX - American Century Quantitative Equity Funds, Inc. - Income & Growth Fund Investor Class
|
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|
NewSquare Capital LLC
|
|
|
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|
STNC - HENNESSY FUNDS TRUST - Hennessy Stance ESG Large Cap ETF
|
|
|
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|
|
Brevan Howard Capital Management LP
|
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|
|
ORG Partners LLC
|
|
|
|
|
|
Alberta Investment Management Corp
|
|
|
|
|
|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
|
|
|
|
|
FYEE - Fidelity Greenwood Street Trust - Fidelity Yield Enhanced Equity ETF
|
|
|
|
|
|
FHEQ - Fidelity Greenwood Street Trust - Fidelity Hedged Equity ETF
|
|
|
|
|
|
F/M Investments LLC
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
Motco
|
|
|
|
|
|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
GFG Capital, LLC
|
|
|
|
|
|
Naples Global Advisors, Llc
|
|
|
|
|
|
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
|
|
|
|
|
Northstar Group, Inc.
|
|
|
|
|
|
Private Capital Management, LLC
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
Pallas Capital Advisors LLC
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares
|
|
|
|
|
|
J. Safra Sarasin Holding AG
|
|
|
|
|
|
Optimum Investment Advisors
|
|
|
|
|
|
OmniStar Financial Group, Inc.
|
|
|
|
|
|
Intech Investment Management Llc
|
|
|
|
|
|
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
|
|
|
|
|
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
Mufg Securities Americas Inc.
|
|
|
|
|
|
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Morningstar Wide Moat Index Fund (A)
|
|
|
|
|
|
Shell Asset Management Co
|
|
|
|
|
|
ESL Trust Services, LLC
|
|
|
|
|
|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
Bank of New Hampshire
|
|
|
|
|
|
PENN SERIES FUNDS INC - Large Core Value Fund
|
|
|
|
|
|
Carlson Capital L P
|
|
|
|
|
|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
|
|
|
Voloridge Investment Management, Llc
|
|
|
|
|
|
Fiduciary Group LLC
|
|
|
|
|
|
Independence Bank of Kentucky
|
|
|
|
|
|
National Pension Service
|
|
|
|
|
|
Retirement Guys Formula Llc
|
|
|
|
|
|
Moser Wealth Advisors, LLC
|
|
|
|
|
|
FEAC - FIDELITY COVINGTON TRUST - Fidelity Enhanced U.S. All-Cap Equity ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
Axxcess Wealth Management, Llc
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
XTX Topco Ltd
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
|
|
|
Cary Street Partners Financial Llc
|
|
|
|
|
|
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
SNPD - DBX ETF TRUST - Xtrackers S&P ESG Dividend Aristocrats ETF
|
|
|
|
|
|
SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund
|
|
|
|
|
|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
|
|
|
|
|
Bridgefront Capital, LLC
|
|
|
|
|
|
NMVLX - Managed Portfolio Series - Nuance Mid Cap Value Fund Institutional Class
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
ICICI Prudential Asset Management Co Ltd
|
|
|
|
|
|
Tredje AP-fonden
|
|
|
|
|
|
Gleason Group, Inc.
|
|
|
|
|
|
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1
|
|
|
|
|
|
Archer Investment Corp
|
|
|
|
|
|
Capital Investment Counsel, Inc
|
|
|
|
|
|
Mendel Capital Management LLC
|
|
|
|
|
|
West Branch Capital LLC
|
|
|
|
|
|
Gs Investments, Inc.
|
|
|
|
|
|
Dynamic Technology Lab Private Ltd
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
|
|
|
|
|
SLWGX - VALUED ADVISERS TRUST - Slow Capital Growth Fund
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
|
|
|
|
FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
|
|
|
|
|
|
Hills Bank & Trust Co
|
|
|
|
|
|
SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A
|
|
|
|
|
|
Capital Fund Management S.a.
|
|
|
|
|
|
USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF
|
|
|
|
|
|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
|
|
|
|
Perbak Capital Partners LLP
|
|
|
|
|
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
Ridgewood Investments LLC
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
Wolff Financial Management Llc
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
Flaharty Asset Management, LLC
|
|
|
|
|
|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
|
|
|
|
Mine & Arao Wealth Creation & Management, LLC.
|
|
|
|
|
|
Thomasville National Bank
|
|
|
|
|
|
HBK Sorce Advisory LLC
|
|
|
|
|
|
Financial Network Wealth Management LLC
|
|
|
|
|
|
UGIEX - USAA MUTUAL FUNDS TRUST - Global Equity Income Fund Shares
|
|
|
|
|
|
JMID - Janus Detroit Street Trust - Janus Henderson Mid Cap Growth Alpha ETF
|
|
|
|
|
|
Sigma Planning Corp
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
Hussman Strategic Advisors, Inc.
|
|
|
|
|
|
QLV - FlexShares Trust - FlexShares US Quality Low Volatility Index Fund
|
|
|
|
|
|
Murphy & Mullick Capital Management Corp
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
JRSAX - JANUS INVESTMENT FUND - Janus Henderson U.S. Managed Volatility Fund Class A
|
|
|
|
|
|
Nvwm, Llc
|
|
|
|
|
|
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares
|
|
|
|
|
|
KNGAX - World Funds Trust - CBOE Vest S&P 500 Dividend Aristocrats Target Income Fund Class A Shares
|
|
|
|
|
|
GOP - Tidal ETF Trust - Unusual Whales Subversive Republican Trading ETF
|
|
|
|
|
|
Pacific Point Advisors, LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
|
Field & Main Bank
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
WTV - WisdomTree Trust - WisdomTree U.S. Quality Shareholder Yield Fund N/A
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
NOSIX - Northern Funds - Northern Stock Index Fund
|
|
|
|
|
|
Blume Capital Management, Inc.
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
|
|
|
|
|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
|
|
|
Magnetar Financial LLC
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
Sound Financial Strategies Group, LLC
|
|
|
|
|
|
Point72 (DIFC) Ltd
|
|
|
|
|
|
Pinnacle Associates Ltd
|
|
|
|
|
|
Hummer Financial Advisory Services Inc
|
|
|
|
|
|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
|
|
|
|
|
Sone Capital Management, LLC
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3
|
|
|
|
|
|
HSGFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Growth Fund
|
|
|
|
|
|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
|
|
|
|
|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
|
|
|
|
Mirabaud Asset Management Ltd
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
Jump Financial, LLC
|
|
|
|
|
|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2
|
|
|
|
|
|
SUSA - iSHARES TRUST - iShares MSCI USA ESG Select ETF
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
Algert Global Llc
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
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SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
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Standard Life Aberdeen plc
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Advisory Services Network, LLC
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VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF
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Kentucky Retirement Systems
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GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
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Headlands Technologies LLC
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Natixis ETF Trust - Natixis Gateway Quality Income ETF
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Skandinaviska Enskilda Banken AB (publ)
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ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
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Ubs Asset Management Americas Inc
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Chevy Chase Trust Holdings, Inc.
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Ameritas Advisory Services, LLC
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LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
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EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
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Lvm Capital Management Ltd/mi
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NUMV - Nushares ETF Trust - Nuveen ESG Mid-Cap Value ETF
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Financial Avengers, Inc.
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GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
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BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A
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IVC Wealth Advisors LLC
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Schulhoff & Co Inc
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PACIFIC SELECT FUND - Mid-Cap Growth Portfolio Class I
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SRS Capital Advisors, Inc.
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BLPIX - Profunds - Bull Profund Investor Class
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Private Trust Co Na
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SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
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VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
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BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund
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Elo Mutual Pension Insurance Co
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Robeco Institutional Asset Management B.V.
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City Holding Co
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Transamerica Financial Advisors, Inc.
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Profunds - Profund Vp Bull
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Centaurus Financial, Inc.
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RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
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Dakota Wealth Management
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Onefund, Llc
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PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF
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Mutual Of America Capital Management Llc
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Canada Pension Plan Investment Board
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Wealthfront Advisers Llc
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Fundsmith LLP
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SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
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VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
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TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
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PACIFIC SELECT FUND - Equity Index Portfolio Class I
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SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
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Barclays Plc
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Altshuler Shaham Ltd
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Mizuho Securities Usa Llc
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Whittier Trust Co Of Nevada Inc
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Northwestern Mutual Wealth Management Co
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Grove Bank & Trust
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DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
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USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF
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Fifth Third Bancorp
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BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
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Brown Brothers Harriman & Co
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MOAT - VanEck Vectors ETF Trust - VanEck Vectors Morningstar Wide Moat ETF
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Van Eck Associates Corp
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PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
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SMOT - VanEck ETF Trust - VanEck Morningstar SMID Moat ETF
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Reynders McVeigh Capital Management, LLC
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PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares
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denkapparat Operations GmbH
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Nautilus Advisors LLC
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Sicart Associates LLC
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Retirement Wealth Solutions LLC
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Essex Savings Bank
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Bartlett & Co. Wealth Management Llc
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ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
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Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
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Vaughan Nelson Investment Management, L.p.
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CBIZ Investment Advisory Services, LLC
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AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6
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SPLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
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Quest Partners LLC
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Accredited Wealth Management, LLC
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Impact Partnership Wealth, LLC
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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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FVD - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line Dividend Index Fund
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Rodgers Brothers Inc.
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DekaBank Deutsche Girozentrale
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CNPIX - Profunds - Consumer Goods Ultrasector Profund Investor Class
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IVE - iSHARES TRUST - iShares S&P 500 Value ETF
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LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares
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LGT Financial Advisors LLC
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Boston Trust Walden Corp
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USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
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Peoples Financial Services Corp.
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Diversify Advisory Services, LLC
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State Street Corp
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Acadian Asset Management Llc
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ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
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Impax Asset Management Group plc
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Parvin Asset Management, LLC
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Fortis Group Advisors, LLC
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Schnieders Capital Management Llc
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FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
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RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
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Private Advisor Group, LLC
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SHRT - Tidal ETF Trust - Gotham Short Strategies ETF
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