|
SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF
|
|
|
|
|
|
Jlb & Associates Inc
|
|
|
|
|
|
FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund
|
|
|
|
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|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
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|
Dudley & Shanley, Inc.
|
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|
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|
Westpac Banking Corp
|
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|
Sequoia Financial Advisors, LLC
|
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|
Northwest & Ethical Investments L.P.
|
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|
LVW Advisors, LLC
|
|
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|
MFWTX - MFS SERIES TRUST VI - MFS Global Total Return Fund A
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
|
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|
Cetera Trust Company, N.A
|
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|
Guggenheim Strategic Opportunities Fund
|
|
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|
Citizens Financial Group Inc/ri
|
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|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
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|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
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|
Bamco Inc /ny/
|
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Novem Group
|
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DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
|
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Jennison Associates Llc
|
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Gabelli Dividend & Income Trust
|
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|
Princeton Global Asset Management LLC
|
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INFO - Harbor ETF Trust - Harbor PanAgora Dynamic Large Cap Core ETF
|
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|
Vinva Investment Management Ltd
|
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|
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
|
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|
VHCOX - VANGUARD HORIZON FUNDS - Vanguard Capital Opportunity Fund Investor Shares
|
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|
E Fund Management Co., Ltd.
|
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Stratos Wealth Partners, LTD.
|
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|
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF
|
|
|
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|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
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|
|
|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
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|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
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|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
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|
Chevy Chase Trust Holdings, Inc.
|
|
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|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
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|
|
William B. Walkup & Associates, Inc.
|
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|
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|
Family CFO Inc
|
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|
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class
|
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|
Osterweis Capital Management Inc
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
Athena Investment Management
|
|
|
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|
Concurrent Investment Advisors, LLC
|
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|
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
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|
|
|
MAIMX - VICTORY PORTFOLIOS - Victory Integrity Mid-Cap Value Fund Class A
|
|
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|
WestEnd Advisors, LLC
|
|
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|
Madison Covered Call & Equity Strategy Fund
|
|
|
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|
|
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A
|
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|
Logan Capital Management Inc
|
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|
General Partner, Inc.
|
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|
PFG Investments, LLC
|
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|
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares
|
|
|
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|
Marex Group plc
|
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|
Ieq Capital, Llc
|
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Investment Management Corp of Ontario
|
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|
Td Asset Management Inc
|
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|
Colonial Trust Co / SC
|
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|
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
|
|
|
|
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|
RMB Capital Management, LLC
|
|
|
|
|
|
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
|
|
|
|
|
WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares
|
|
|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
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|
|
IYH - iSHARES TRUST - iShares U.S. Healthcare ETF
|
|
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|
|
Private Advisor Group, LLC
|
|
|
|
|
|
Norman Fields, Gottscho Capital Management, LLC
|
|
|
|
|
|
MIGFX - MASSACHUSETTS INVESTORS GROWTH STOCK FUND - Massachusetts Investors Growth Stock Fund A
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
|
MWOFX - MFS SERIES TRUST VIII - MFS Global Growth Fund A
|
|
|
|
|
|
Boston Private Wealth Llc
|
|
|
|
|
|
Kentucky Retirement Systems
|
|
|
|
|
|
Meritage Group LP
|
|
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|
|
SOL Capital Management CO
|
|
|
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|
|
R.H. Dinel Investment Counsel, Inc.
|
|
|
|
|
|
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
National Asset Management, Inc.
|
|
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|
|
CRTC - DBX ETF TRUST - Xtrackers US National Critical Technologies ETF
|
|
|
|
|
|
Wesbanco Bank Inc
|
|
|
|
|
|
North Capital, Inc.
|
|
|
|
|
|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
|
|
|
|
|
LHCAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Health Care Fund Class A
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
Exchange Bank
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
Fox Run Management, L.l.c.
|
|
|
|
|
|
LVPIX - Profunds - Large-cap Value Profund Investor Class
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
|
KOMP - SPDR SERIES TRUST - SPDR S&P Kensho New Economies Composite ETF
|
|
|
|
|
|
SPRAX - Prudential Investment Portfolios, Inc. 10 - Pgim Qma Mid-cap Value Fund Class A
|
|
|
|
|
|
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
Aviva Plc
|
|
|
|
|
|
Clear Street Markets Llc
|
|
|
|
|
|
NORTHERN FUNDS - U.S. Quality ESG Fund Class I
|
|
|
|
|
|
GGEYX - GuideStone Funds - GROWTH EQUITY FUND Institutional
|
|
|
|
|
|
Rheos Capital Works Inc.
|
|
|
|
|
|
DT Investment Partners, LLC
|
|
|
|
|
|
Prentiss Smith & Co Inc
|
|
|
|
|
|
Gries Financial Llc
|
|
|
|
|
|
NULV - Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF
|
|
|
|
|
|
UniSuper Management Pty Ltd
|
|
|
|
|
|
IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class
|
|
|
|
|
|
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
|
|
|
|
|
APG Asset Management N.V.
|
|
|
|
|
|
Quantbot Technologies LP
|
|
|
|
|
|
ICONIQ Capital, LLC
|
|
|
|
|
|
POGRX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Growth Fund
|
|
|
|
|
|
Pitcairn Co
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
John Hancock Funds II - Health Sciences Fund Class NAV
|
|
|
|
|
|
Itau Unibanco Holding S.A.
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
|
|
|
|
|
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
|
|
|
|
|
HEAL - Global X Funds - Global X Telemedicine & Digital Health ETF
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
Great West Life Assurance Co /can/
|
|
|
|
|
|
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
Brighthouse Funds Trust I - T. Rowe Price Mid Cap Growth Portfolio Class A
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
Deseret Mutual Benefit Administrators
|
|
|
|
|
|
Robeco Schweiz AG
|
|
|
|
|
|
CFMSX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Select Fund
|
|
|
|
|
|
Telos Capital Management, Inc.
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
STRV - EA Series Trust - Strive 500 ETF
|
|
|
|
|
|
FTHMX - Capitol Series Trust - FullerThaler Behavioral Mid-Cap Equity Fund Institutional Shares
|
|
|
|
|
|
CSM - PROSHARES TRUST - ProShares Large Cap Core Plus
|
|
|
|
|
|
S.E.E.D. Planning Group LLC
|
|
|
|
|
|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
|
|
|
|
Nvwm, Llc
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
VVJEX - Voya EQUITY TRUST - Voya VACS Series MCV Fund
|
|
|
|
|
|
JPME - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF
|
|
|
|
|
|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Cary Street Partners Financial Llc
|
|
|
|
|
|
TRUE Private Wealth Advisors
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
CSM Advisors, LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
|
|
|
|
Pinnacle Associates Ltd
|
|
|
|
|
|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1
|
|
|
|
|
|
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
|
|
|
|
|
|
Cigna Investments Inc /new
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
Raiffeisen Bank International AG
|
|
|
|
|
|
Ransom Advisory, Ltd
|
|
|
|
|
|
Kimelman & Baird, LLC
|
|
|
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Mid Cap Growth Stock Portfolio
|
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Morningstar SMID Moat Focus Index Fund (I)
|
|
|
|
|
|
Mbb Public Markets I Llc
|
|
|
|
|
|
Adage Capital Partners Gp, L.l.c.
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
HIACX - Hartford Series Fund Inc - Hartford Capital Appreciation Hls Fund Ia
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
SRN Advisors, LLC
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
Boston Research & Management Inc
|
|
|
|
|
|
MMBUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I
|
|
|
|
|
|
Weaver Capital Management LLC
|
|
|
|
|
|
BTEFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Equity Fund
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
PHLAX - PRUDENTIAL SECTOR FUNDS, INC. - PGIM Jennison Health Sciences Fund Class A
|
|
|
|
|
|
Burney Co/
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
|
|
|
|
STXV - EA Series Trust - Strive 1000 Value ETF
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
RYHIX - RYDEX SERIES FUNDS - Health Care Fund Investor Class
|
|
|
|
|
|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
HIADX - Hartford Series Fund Inc - Hartford Dividend And Growth Hls Fund Ia
|
|
|
|
|
|
Sit Investment Associates Inc
|
|
|
|
|
|
HYLG - Global X Funds - Global X Health Care Covered Call & Growth ETF
|
|
|
|
|
|
Generation Investment Management Llp
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
|
|
|
|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
|
|
|
|
|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
|
|
|
|
|
Sound Stewardship, LLC
|
|
|
|
|
|
Nfj Investment Group, Llc
|
|
|
|
|
|
PRPFX - PERMANENT PORTFOLIO FAMILY OF FUNDS - Permanent Portfolio Class I
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K
|
|
|
|
|
|
Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
|
|
|
|
|
Miracle Mile Advisors, LLC
|
|
|
|
|
|
Canada Post Corp Registered Pension Plan
|
|
|
|
|
|
VPMCX - VANGUARD CHESTER FUNDS - Vanguard PRIMECAP Fund Investor Shares
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
FUKOKU MUTUAL LIFE INSURANCE Co
|
|
|
|
|
|
FSMEX - FIDELITY SELECT PORTFOLIOS - Medical Technology and Devices Portfolio
|
|
|
|
|
|
Lmcg Investments, Llc
|
|
|
|
|
|
POSKX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Stock Fund
|
|
|
|
|
|
Fidelis Capital Partners, LLC
|
|
|
|
|
|
Wolf Group Capital Advisors
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
Skandinaviska Enskilda Banken AB (publ)
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
Nova Wealth Management, Inc.
|
|
|
|
|
|
Gould Capital, LLC
|
|
|
|
|
|
Public Sector Pension Investment Board
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio
|
|
|
|
|
|
MFSIX - MADISON FUNDS - Madison Sustainable Equity Fund Sustainable Equity Fund Class I
|
|
|
|
|
|
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
|
|
|
|
|
|
Strengthening Families & Communities, LLC
|
|
|
|
|
|
USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF
|
|
|
|
|
|
Kozak & Associates, Inc.
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
SYM FINANCIAL Corp
|
|
|
|
|
|
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A
|
|
|
|
|
|
MCF Advisors LLC
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
VMGIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Growth Index Fund Investor Shares
|
|
|
|
|
|
Wesleyan Assurance Society
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
Mengis Capital Management, Inc.
|
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XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF
|
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|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
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|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
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|
Newbridge Financial Services Group, Inc.
|
|
|
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|
FAMEX - FENIMORE ASSET MANAGEMENT TRUST - FAM Dividend Focus Fund Investor Class
|
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|
GW&K Investment Management, LLC
|
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Claar Advisors LLC
|
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GNOM - Global X Funds - Global X Genomics & Biotechnology ETF
|
|
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|
GROYX - Victory Portfolios IV - Victory Pioneer Select Mid Cap Growth Fund Class Y
|
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|
Macquarie Group Ltd
|
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|
Creekmur Asset Management LLC
|
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QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
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|
Crossmark Global Holdings, Inc.
|
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Cubist Systematic Strategies, LLC
|
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Financial Network Wealth Management LLC
|
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|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Mid Cap Value Fund Class 3
|
|
|
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|
|
CVSE - Morgan Stanley ETF Trust - Calvert US Select Equity ETF
|
|
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|
Ubs Asset Management Americas Inc
|
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|
Mn Services Vermogensbeheer B.V.
|
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|
BNY MELLON INVESTMENT PORTFOLIOS - Midcap Stock Portfolio - Initial Shares
|
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|
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|
AMAGX - AMANA MUTUAL FUNDS TRUST - Amana Growth Fund Investor Shares
|
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|
|
ICICI Prudential Asset Management Co Ltd
|
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|
|
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
|
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|
|
|
|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
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|
|
Park Place Capital Corp
|
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|
Washington Trust Advisors, Inc.
|
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Fi3 FINANCIAL ADVISORS, LLC
|
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Alberta Investment Management Corp
|
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QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
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|
Fortis Group Advisors, LLC
|
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Hahn Capital Management Llc
|
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BancorpSouth Bank
|
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Prestige Wealth Management Group LLC
|
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Hikari Power Ltd
|
|
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|
|
Invesco Exchange-Traded Fund Trust II - Invesco ESG S&P 500 Equal Weight ETF
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
|
|
|
|
|
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
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|
Sandy Spring Bank
|
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Wahed Invest LLC
|
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MAI Capital Management
|
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Boston Trust Walden Corp
|
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Crowley Wealth Management, Inc.
|
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SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
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SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
|
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|
B. Metzler seel. Sohn & Co. AG
|
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|
Cambridge Investment Research Advisors, Inc.
|
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Fruth Investment Management
|
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Sterling Capital Management LLC
|
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Natural Investments, Llc
|
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RESGX - GLENMEDE FUND INC - Responsible ESG U.S. Equity Portfolio
|
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|
CVA Family Office, LLC
|
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|
Tounjian Advisory Partners, Llc
|
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|
Federated Hermes, Inc.
|
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Cwm, Llc
|
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Salem Investment Counselors Inc
|
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OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class
|
|
|
|
|
|
Brighthouse Funds Trust II - Frontier Mid Cap Growth Portfolio Class A
|
|
|
|
|
|
UNIVEST FINANCIAL Corp
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Mid Cap Value Fund Class
|
|
|
|
|
|
MFRFX - MFS SERIES TRUST V - MFS Research Fund A
|
|
|
|
|
|
Cullinan Associates Inc
|
|
|
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|
|
Patrick M Sweeney & Associates, Inc
|
|
|
|
|
|
USRAX - Horizon Funds - Horizon Defensive Multi-Factor Fund Investor Class
|
|
|
|
|
|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
Paladin Advisory Group, LLC
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I
|
|
|
|
|
|
Heritage Wealth Advisors
|
|
|
|
|
|
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
Piscataqua Savings Bank
|
|
|
|
|
|
Creative Planning
|
|
|
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|
|
First Manhattan Co
|
|
|
|
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|
HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF
|
|
|
|
|
|
Dogwood Wealth Management LLC
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
Affinity Wealth Management Llc
|
|
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|
Lord, Abbett & Co. Llc
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
FXH - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Health Care AlphaDEX Fund
|
|
|
|
|
|
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF
|
|
|
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|
Mutual Of America Capital Management Llc
|
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|
Mesirow Financial Investment Management, Inc.
|
|
|
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|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
Altfest L J & Co Inc
|
|
|
|
|
|
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
|
|
|
|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
|
|
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A
|
|
|
|
|
|
Tritonpoint Wealth, Llc
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
|
|
|
|
Kovack Advisors, Inc.
|
|
|
|
|
|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
|
|
|
|
Clifford Swan Investment Counsel Llc
|
|
|
|
|
|
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
Mission Wealth Management, Lp
|
|
|
|
|
|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
|
|
|
CSMEX - CARILLON SERIES TRUST - Carillon Scout Mid Cap Fund Class A
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
Hanson & Doremus Investment Management
|
|
|
|
|
|
PXLIX - PAX WORLD FUNDS SERIES TRUST I - PAX LARGE CAP FUND Institutional Class
|
|
|
|
|
|
Corient IA LLC
|
|
|
|
|
|
Two Sigma Advisers, Lp
|
|
|
|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Congress Wealth Management LLC / DE /
|
|
|
|
|
|
Intact Investment Management Inc.
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
Panagora Asset Management Inc
|
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
Checchi Capital Advisers, LLC
|
|
|
|
|
|
ACGR - AMERICAN CENTURY ETF TRUST - American Century Sustainable Growth ETF
|
|
|
|
|
|
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class
|
|
|
|
|
|
Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a)
|
|
|
|
|
|
PRAXIS FUNDS - Praxis Impact Large Cap Value ETF
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
|
|
|
|
|
|
Diversify Advisory Services, LLC
|
|
|
|
|
|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
|
|
|
|
|
HIAHX - Hartford Series Fund Inc - Hartford Healthcare Hls Fund Ia
|
|
|
|
|
|
Plante Moran Financial Advisors, LLC
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
AMID - EA Series Trust - Argent Mid Cap ETF
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
American National Bank
|
|
|
|
|
|
FSA Wealth Management LLC
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
UIVRX - MFS SERIES TRUST VII - MFS Intrinsic Value Fund R6
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
Spdr S&p 500 Etf Trust
|
|
|
|
|
|
NJ State Employees Deferred Compensation Plan
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
FIUSX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Opportunity Fund Class A
|
|
|
|
|
|
Keeley-Teton Advisors, LLC
|
|
|
|
|
|
TWBIX - American Century Mutual Funds, Inc. - Balanced Fund Investor Class
|
|
|
|
|
|
FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Mid Cap Growth Series Initial Class
|
|
|
|
|
|
Legacy Wealth Management, LLC / MS
|
|
|
|
|
|
PRCFX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation and Income Fund
|
|
|
|
|
|
SHSSX - Blackrock Funds - Blackrock Health Sciences Opportunities Portfolio Institutional
|
|
|
|
|
|
Leavell Investment Management, Inc.
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
LORD ABBETT SERIES FUND INC - Mid Cap Stock Portfolio Class VC
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
|
|
|
|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
|
|
|
|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Massachusetts Investors Growth Stock Portfolio Initial Class
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
Vaughan Nelson Investment Management, L.p.
|
|
|
|
|
|
NBCR - Neuberger Berman ETF Trust - Neuberger Berman Core Equity ETF
|
|
|
|
|
|
Foster Dykema Cabot & Partners, Llc
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
Nuveen Nasdaq 100 Dynamic Overwrite Fund
|
|
|
|
|
|
Williams Jones Wealth Management, LLC.
|
|
|
|
|
|
QAMWEX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Mid-Cap Growth Portfolio
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic Wellington Research Managed Risk Portfolio
|
|
|
|
|
|
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Oakworth Capital, Inc.
|
|
|
|
|
|
SDVGX - SIT MUTUAL FUNDS INC - Sit Dividend Growth Fund - Class I
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
Rafferty Asset Management, LLC
|
|
|
|
|
|
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Capital Appreciation Fund Standard Class
|
|
|
|
|
|
Eastern Bank
|
|
|
|
|
|
New Mexico Educational Retirement Board
|
|
|
|
|
|
Engineers Gate Manager LP
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
Abn Amro Investment Solutions
|
|
|
|
|
|
Conning Inc.
|
|
|
|
|
|
JDERX - PRUDENTIAL JENNISON MID-CAP GROWTH FUND, INC. - PGIM JENNISON MID-CAP GROWTH FUND Class R
|
|
|
|
|
|
First Citizens Bank & Trust Co
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
Fenimore Asset Management Inc
|
|
|
|
|
|
Twin Tree Management, LP
|
|
|
|
|
|
TNBIX - 1290 Funds - 1290 SmartBeta Equity Fund Class I
|
|
|
|
|
|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Mid Cap Managed Volatility Fund Standard Class
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Mid Cap Growth Fund Initial Class
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
Integrated Advisors Network LLC
|
|
|
|
|
|
TWHIX - American Century Mutual Funds, Inc. - Heritage Fund Investor Class
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
NEW YORK LIFE INVESTMENTS VP FUNDS TRUST - NYLI VP MFS Investors Trust Portfolio Service Class
|
|
|
|
|
|
Trillium Asset Management, Llc
|
|
|
|
|
|
Hillsdale Investment Management Inc.
|
|
|
|
|
|
Buckhead Capital Management Llc
|
|
|
|
|
|
DEMZ - Advisors' Inner Circle Fund III - DEMZ POLITICAL CONTRIBUTIONS ETF
|
|
|
|
|
|
Investment House Llc
|
|
|
|
|
|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
|
|
|
GGEFX - VALUED ADVISERS TRUST - Summitry Equity Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
|
|
|
|
|
Lester Murray Antman dba SimplyRich
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
Norinchukin Bank, The
|
|
|
|
|
|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
|
|
|
|
Covington Investment Advisors Inc.
|
|
|
|
|
|
Two Sigma Investments, Lp
|
|
|
|
|
|
Alerus Financial Na
|
|
|
|
|
|
VETAX - VICTORY PORTFOLIOS - Victory Sycamore Established Value Fund Class A
|
|
|
|
|
|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
Janney Capital Management LLC
|
|
|
|
|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock Future Health ETF
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
LGT Fund Management Co Ltd.
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Spears Abacus Advisors LLC
|
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|
First Command Advisory Services, Inc.
|
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Bangor Savings Bank
|
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HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
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SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A
|
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Parkside Financial Bank & Trust
|
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Liontrust Investment Partners LLP
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TD Waterhouse Canada Inc.
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Cypress Asset Management Inc/tx
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Wealth Enhancement Advisory Services, Llc
|
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Gulf International Bank (UK) Ltd
|
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Brown Shipley& Co Ltd
|
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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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Agf Management Ltd
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Verdence Capital Advisors LLC
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Sapient Capital Llc
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CIBC Private Wealth Group, LLC
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FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
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Cypress Advisory Group LLC
|
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Cantor Fitzgerald Investment Adviser L.p.
|
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Swedbank AB
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Sumitomo Life Insurance Co
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Hancock Whitney Corp
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Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
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EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
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Your Advocates Ltd., LLP
|
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Oddo Bhf Asset Management Sas
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Mowery & Schoenfeld Wealth Management, LLC
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Silvercrest Asset Management Group Llc
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EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
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EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB
|
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MVAL - VanEck ETF Trust - VanEck Morningstar Wide Moat Value ETF
|
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GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class
|
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Wolff Wiese Magana Llc
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Arrowstreet Capital, Limited Partnership
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Lgt Capital Partners Ltd.
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GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
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Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF
|
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Walleye Trading LLC
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PineBridge Investments, L.P.
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Jfs Wealth Advisors, Llc
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Accredited Wealth Management, LLC
|
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BlueSpruce Investments, LP
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FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund
|
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XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
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MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
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Elevation Series Trust - TrueShares Active Yield ETF
|
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DIEFX - Brinker Capital Destinations Trust - Destinations International Equity Fund Class I
|
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Connecticut Wealth Management, LLC
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Everhart Financial Group, Inc.
|
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Quest Partners LLC
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Ameritas Investment Partners, Inc.
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Brinker Capital Investments, LLC
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Trust Asset Management LLC
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WealthTrak Capital Management LLC
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Vident Advisory, LLC
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POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
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VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
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Eaton Vance Tax-managed Buy-write Opportunities Fund
|
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FIW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Water ETF
|
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Gf Fund Management Co. Ltd.
|
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FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF
|
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Northwest Wealth Management, Llc
|
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PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
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|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
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QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF
|
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Bnp Paribas
|
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OWTEX - OLD WESTBURY FUNDS INC - Old Westbury Total Equity Fund
|
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MFS VARIABLE INSURANCE TRUST - MFS Research Series Initial Class
|
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|
Dohj, Llc
|
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UBS Group AG
|
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DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares
|
|
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DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
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|
Windward Capital Management Co /ca
|
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FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund
|
|
|
|
|
|
Tompkins Financial Corp
|
|
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|
|
Blume Capital Management, Inc.
|
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EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
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|
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|
|
Mirova
|
|
|
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|
CCLA Investment Management Ltd
|
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|
Capital Advisors, Ltd. LLC
|
|
|
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|
|
PMEGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Mid-Cap Equity Growth Fund
|
|
|
|
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RXL - PROSHARES TRUST - ProShares Ultra Health Care
|
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Sentry Investment Management Llc
|
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Banque Transatlantique SA
|
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DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A
|
|
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|
|
Anchor Investment Management, LLC
|
|
|
|
|
|
RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
Security National Bank
|
|
|
|
|
|
BFOR - ALPS ETF Trust - Barron's 400 ETF
|
|
|
|
|
|
Valued Wealth Advisors LLC
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
|
|
Metis Global Partners, LLC
|
|
|
|
|
|
Ontario Teachers Pension Plan Board
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
IXJ - iSHARES TRUST - iShares Global Healthcare ETF
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Opportunity Fund Class 2
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
|
|
|
Jnl Series Trust - Jnl Multi-manager Mid Cap Fund (a)
|
|
|
|
|
|
Korea Investment CORP
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
NXTI - Simplify Exchange Traded Funds - Simplify Next Intangible Core Index ETF
|
|
|
|
|
|
TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund
|
|
|
|
|
|
Argent Capital Management Llc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
|
|
|
|
|
CURE - Direxion Shares ETF Trust - Direxion Daily Healthcare Bull 3X Shares
|
|
|
|
|
|
King Luther Capital Management Corp
|
|
|
|
|
|
Advisory Alpha, LLC
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Total Return Series Initial Class
|
|
|
|
|
|
CBIZ Investment Advisory Services, LLC
|
|
|
|
|
|
IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I
|
|
|
|
|
|
Handelsbanken Fonder AB
|
|
|
|
|
|
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
DecisionPoint Financial, LLC
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
Cypress Capital Group
|
|
|
|
|
|
Garrison Point Advisors, Llc
|
|
|
|
|
|
Live Oak Private Wealth LLC
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
Elo Mutual Pension Insurance Co
|
|
|
|
|
|
APG Asset Management US Inc.
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
Twin Lakes Capital Management, LLC
|
|
|
|
|
|
CABDX - AB RELATIVE VALUE FUND, INC. - AB RELATIVE VALUE FUND, INC. Class A
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
Triad Wealth Partners, LLC
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
|
|
|
|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
|
|
|
|
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
LSEQ - Harbor ETF Trust - Harbor Long-Short Equity ETF
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
OALC - UNIFIED SERIES TRUST - OneAscent Large Cap Core ETF
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
Avanza Fonder AB
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Growth & Income VIP Fund
|
|
|
|
|
|
HMCNX - HARBOR FUNDS - Harbor Mid Cap Fund Investor Class
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
|
|
|
|
|
Pallas Capital Advisors LLC
|
|
|
|
|
|
Canada Pension Plan Investment Board
|
|
|
|
|
|
Profunds - Profund Vp Bull
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio
|
|
|
|
|
|
DnB Asset Management AS
|
|
|
|
|
|
IMC-Chicago, LLC
|
|
|
|
|
|
CMVIX - Blackrock Funds - Blackrock Advantage Large Cap Growth Fund Institutional
|
|
|
|
|
|
Transce3nd, LLC
|
|
|
|
|
|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
|
|
|
|
|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
Samalin Investment Counsel, LLC
|
|
|
|
|
|
Aspen Capital Management, LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Socially Responsible Fund Class I
|
|
|
|
|
|
Picton Mahoney Asset Management
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Contrarian Core Fund Class 1
|
|
|
|
|
|
Allegiance Financial Group Advisory Services LLC
|
|
|
|
|
|
Ostrum Asset Management
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
Numerai GP LLC
|
|
|
|
|
|
KSEA - Krane Shares Trust - KraneShares Rockefeller Ocean Engagement ETF
|
|
|
|
|
|
Resona Asset Management Co.,Ltd.
|
|
|
|
|
|
EGUS - iSHARES TRUST - iShares ESG Aware MSCI USA Growth ETF
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
Rakuten Investment Management, Inc.
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
Old Point Trust & Financial Services N A
|
|
|
|
|
|
Stone House Investment Management, LLC
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
|
|
|
|
|
LEAD - Siren ETF Trust - Siren DIVCON Leaders Dividend ETF
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
|
|
|
|
|
WTV - WisdomTree Trust - WisdomTree U.S. Quality Shareholder Yield Fund N/A
|
|
|
|
|
|
CFWAX - CALVERT IMPACT FUND INC - Calvert Global Water Fund Class A
|
|
|
|
|
|
VWNDX - VANGUARD WINDSOR FUNDS - Vanguard Windsor Fund Investor Shares
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class
|
|
|
|
|
|
Perbak Capital Partners LLP
|
|
|
|
|
|
CVRD - Madison ETFs Trust - Madison Covered Call ETF
|
|
|
|
|
|
CIPMX - Advisors' Inner Circle Fund II - CHAMPLAIN MID CAP FUND ADVISOR SHARES
|
|
|
|
|
|
Evoke Wealth, Llc
|
|
|
|
|
|
MGRO - VanEck ETF Trust - VanEck Morningstar Wide Moat Growth ETF
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
IHGIX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD DIVIDEND AND GROWTH FUND Class A
|
|
|
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
|
|
|
|
|
|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
Ritholtz Wealth Management
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
Haverford Trust Co
|
|
|
|
|
|
Capstone Investment Advisors, Llc
|
|
|
|
|
|
Retirement Systems of Alabama
|
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1
|
|
|
|
|
|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
|
|
|
|
|
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
|
|
|
|
|
|
Core Alternative Capital
|
|
|
|
|
|
Cary Street Partner Investment Advisory Llc
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
Saturna Capital CORP
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF
|
|
|
|
|
|
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/MFS International Value Portfolio Class IB
|
|
|
|
|
|
Pinnacle Bancorp, Inc.
|
|
|
|
|
|
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA MFS Massachusetts Investors Trust Portfolio Class 1
|
|
|
|
|
|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
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|
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|
Meeder Advisory Services, Inc.
|
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|
Louisbourg Investments Inc.
|
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KRMA - Global X Funds - Global X Conscious Companies ETF
|
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|
Manufacturers Life Insurance Company, The
|
|
|
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|
Aptus Capital Advisors, LLC
|
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|
TECHX - WisdomTree Digital Trust - WisdomTree Technology and Innovation 100 Digital Fund N/A
|
|
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|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
|
|
Keystone Wealth Services, LLC
|
|
|
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|
Varma Mutual Pension Insurance Co
|
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|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
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|
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|
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
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|
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|
State Farm Mutual Automobile Insurance Co
|
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|
Truist Financial Corp
|
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|
D. E. Shaw & Co., Inc.
|
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|
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|
Clark Financial Services Group Inc /bd
|
|
|
|
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|
IAXAX - Voya PARTNERS INC - VY(R) T. Rowe Price Diversified Mid Cap Growth Portfolio Class ADV
|
|
|
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|
TrueMark Investments, LLC
|
|
|
|
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Onefund, Llc
|
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|
|
|
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TPLE - TIMOTHY PLAN - Timothy Plan US Large/Mid Cap Core Enhanced ETF
|
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|
|
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|
WOFDX - WELLS FARGO FUNDS TRUST - Wells Fargo Opportunity Fund Administrator Class
|
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|
EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB
|
|
|
|
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|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
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|
Edgestream Partners, L.P.
|
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PARWX - PARNASSUS FUNDS - Parnassus Endeavor Fund Investor Shares
|
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New York Life Investment Management Llc
|
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Dark Forest Capital Management Lp
|
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Northwestern Mutual Investment Management Company, Llc
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LRI Investments, LLC
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Financial Freedom, LLC
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Quintet Private Bank (Europe) S.A.
|
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|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
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|
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LAVLX - LORD ABBETT MID CAP STOCK FUND INC - LORD ABBETT MID CAP STOCK FUND INC Class A
|
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Td Private Client Wealth Llc
|
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USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
|
|
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|
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P
|
|
|
|
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|
Cooper Financial Group
|
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|
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|
SPEGX - ALGER FUNDS II - Alger Responsible Investing Fund Class A
|
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|
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|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
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DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class
|
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QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
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Frontier Capital Management Co Llc
|
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Syon Capital Llc
|
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Qrg Capital Management, Inc.
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Albion Financial Group /ut
|
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DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
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PNEAX - Virtus Investment Trust - Virtus NFJ Dividend Value Fund A
|
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Resources Investment Advisors, LLC.
|
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DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF
|
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GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
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EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
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|
Hughes Financial Services, LLC
|
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|
PAGRX - PERMANENT PORTFOLIO FAMILY OF FUNDS - Aggressive Growth Portfolio Class I
|
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|
Empirical Finance, LLC
|
|
|
|
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SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
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|
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
|
|
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|
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VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
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|
New England Research & Management, Inc.
|
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|
|
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|
BUFTX - BUFFALO FUNDS - Buffalo Discovery Fund Investor Class
|
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|
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|
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV
|
|
|
|
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|
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I
|
|
|
|
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|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
WSEFX - BOSTON TRUST WALDEN FUNDS - Walden Equity Fund
|
|
|
|
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|
SUNAMERICA SERIES TRUST - SA MFS Total Return Portfolio Class 1
|
|
|
|
|
|
Bahl & Gaynor Inc
|
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|
Hardy Reed LLC
|
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|
Jpmorgan Chase & Co
|
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|
Pnc Financial Services Group, Inc.
|
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|
Ilmarinen Mutual Pension Insurance Co
|
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|
Zrc Wealth Management, Llc
|
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|
Prudential Financial Inc
|
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|
Gabelli Equity Trust Inc
|
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|
SG Americas Securities, LLC
|
|
|
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|
Gotham Asset Management, LLC
|
|
|
|
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|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
|
|
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|
Outlook Wealth Advisors, LLC
|
|
|
|
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|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
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Signaturefd, Llc
|
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|
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|
Pictet Asset Management Holding SA
|
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Evelyn Partners Investment Management Services Ltd
|
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Exchange Traded Concepts, Llc
|
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|
OHIO NATIONAL FUND INC - ON AB Relative Value Portfolio
|
|
|
|
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|
Buckingham Strategic Partners
|
|
|
|
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|
Bartlett & Co. Wealth Management Llc
|
|
|
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|
|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
|
|
|
|
|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
|
|
|
|
|
VCI Wealth Management LLC
|
|
|
|
|
|
Tokio Marine Asset Management Co Ltd
|
|
|
|
|
|
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
|
|
|
|
|
DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF
|
|
|
|
|
|
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A
|
|
|
|
|
|
JNBA Financial Advisors
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
LCGNX - WILLIAM BLAIR FUNDS - William Blair Large Cap Growth Fund Class N
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
GDOC - Goldman Sachs ETF Trust - Goldman Sachs Future Health Care Equity ETF
|
|
|
|
|
|
PENN SERIES FUNDS INC - Large Cap Value Fund
|
|
|
|
|
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
Sitrin Capital Management LLC
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
Alps Advisors Inc
|
|
|
|
|
|
Meridiem Capital Partners LP
|
|
|
|
|
|
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio
|
|
|
|
|
|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
|
|
|
|
Caisse De Depot Et Placement Du Quebec
|
|
|
|
|
|
CFAGX - COMMERCE FUNDS - The MidCap Growth Fund Shares
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
BWLAX - AMERICAN BEACON FUNDS - American Beacon Bridgeway Large Cap Value Fund A Class
|
|
|
|
|
|
Supplemental Annuity Collective Trust of NJ
|
|
|
|
|
|
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
|
|
|
|
|
|
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A
|
|
|
|
|
|
Brevan Howard Capital Management LP
|
|
|
|
|
|
GATEX - Gateway Trust - Gateway Fund Class A Shares
|
|
|
|
|
|
FMDE - FIDELITY COVINGTON TRUST - Fidelity Enhanced Mid Cap ETF
|
|
|
|
|
|
Capital Performance Advisors Llp
|
|
|
|
|
|
VUSE - ETF Series Solutions - Vident Core U.S. Equity Fund
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
|
|
|
|
|
Capital Investment Advisors, LLC
|
|
|
|
|
|
Ing Groep Nv
|
|
|
|
|
|
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares
|
|
|
|
|
|
MENAX - MADISON FUNDS - Madison Covered Call & Equity Income Fund Covered Call & Equity Income Fund Class A
|
|
|
|
|
|
Trust Co
|
|
|
|
|
|
Nilsine Partners, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Ivy Mid Cap Growth Portfolio Class IB
|
|
|
|
|
|
Hilltop Holdings Inc.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Structured Mid-Cap Growth Fund Standard Class
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
BHCFX - BARON SELECT FUNDS - Baron Health Care Fund
|
|
|
|
|
|
Marshall Wace, Llp
|
|
|
|
|
|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
|
|
|
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a)
|
|
|
|
|
|
WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF
|
|
|
|
|
|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
|
|
|
|
|
MINVX - MADISON FUNDS - Madison Investors Fund Investors Fund Class Y
|
|
|
|
|
|
Grimes & Company, Inc.
|
|
|
|
|
|
Camelot Technology Advisors, Inc.
|
|
|
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
|
|
|
|
|
|
JDOC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Healthcare Leaders ETF
|
|
|
|
|
|
Bank of New Hampshire
|
|
|
|
|
|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
|
|
|
|
Everence Capital Management Inc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Mid-Cap Growth Portfolio Class 1
|
|
|
|
|
|
Beacon Capital Management, Inc.
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
Royal London Asset Management Ltd
|
|
|
|
|
|
RW Investment Management LLC
|
|
|
|
|
|
Landscape Capital Management, L.l.c.
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
|
|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
|
|
|
|
|
Integral Health Asset Management, LLC
|
|
|
|
|
|
Centiva Capital, LP
|
|
|
|
|
|
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
|
|
|
|
|
|
CLARET ASSET MANAGEMENT Corp
|
|
|
|
|
|
Rational Advisors Llc
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Healthcare Sector Fund (I)
|
|
|
|
|
|
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
ROE - EA Series Trust - Astoria US Quality Kings ETF
|
|
|
|
|
|
NEW YORK LIFE INVESTMENTS VP FUNDS TRUST - NYLI VP MFS Research Portfolio Service Class
|
|
|
|
|
|
Great Lakes Advisors, Llc
|
|
|
|
|
|
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A
|
|
|
|
|
|
TMED - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Health Care ETF
|
|
|
|
|
|
Alpine Bank Wealth Management
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
|
|
|
Financiere des Professionnels - Fonds d,investissement inc.
|
|
|
|
|
|
Wedmont Private Capital
|
|
|
|
|
|
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A
|
|
|
|
|
|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
Cardinal Capital Management
|
|
|
|
|
|
Procyon Private Wealth Partners, LLC
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
Norges Bank
|
|
|
|
|
|
Gateway Investment Advisers Llc
|
|
|
|
|
|
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
|
|
|
|
|
Perpetual Ltd
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
|
|
|
|
|
South Plains Financial, Inc.
|
|
|
|
|
|
Triglav Skladi, D.o.o.
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST III - MFS Mid Cap Value Portfolio Initial Class
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
AMG National Trust Bank
|
|
|
|
|
|
Ossiam
|
|
|
|
|
|
Applied Finance Capital Management, LLC
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
UVALX - USAA MUTUAL FUNDS TRUST - Value Fund Shares
|
|
|
|
|
|
Truvestments Capital Llc
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares
|
|
|
|
|
|
Oak Thistle LLC
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
Lineweaver Wealth Advisors, LLC
|
|
|
|
|
|
Howard Capital Management Inc.
|
|
|
|
|
|
Sierra Ocean, Llc
|
|
|
|
|
|
Cantillon Capital Management Llc
|
|
|
|
|
|
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
|
|
|
|
|
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
|
|
|
|
|
FCAJX - FIDELITY SUMMER STREET TRUST - Fidelity Climate Action Fund Fidelity Advisor Climate Action Fund: Class A
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
|
|
|
|
|
SUSA - iSHARES TRUST - iShares MSCI USA ESG Select ETF
|
|
|
|
|
|
Bdf-gestion
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
|
|
|
|
|
Tcw Group Inc
|
|
|
|
|
|
MEFAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid Cap Growth Fund Class A
|
|
|
|
|
|
Nordea Investment Management Ab
|
|
|
|
|
|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
Bellevue Group AG
|
|
|
|
|
|
BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class
|
|
|
|
|
|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
Financial Advisory Corp /ut/ /adv
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
ASR Vermogensbeheer N.V.
|
|
|
|
|
|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Growth Opportunities Fund Service
|
|
|
|
|
|
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
VSNGX - JPMorgan Trust I - JPMorgan Mid Cap Equity Fund Class I
|
|
|
|
|
|
PRDMX - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc.
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
MSFRX - MFS SERIES TRUST V - MFS Total Return Fund A
|
|
|
|
|
|
William Blair Investment Management, Llc
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
LGT Financial Advisors LLC
|
|
|
|
|
|
Brighthouse Funds Trust II - MFS Total Return Portfolio Class A
|
|
|
|
|
|
Webster Bank, N. A.
|
|
|
|
|
|
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
|
|
|
|
|
ACVF - ETF Opportunities Trust - American Conservative Values ETF
|
|
|
|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
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|
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|
S-Bank Fund Management Ltd
|
|
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Vestcor Inc
|
|
|
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SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
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|
Prudential Plc
|
|
|
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|
PEXL - Pacer Funds Trust - Pacer US Export Leaders ETF
|
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|
MOAT - VanEck Vectors ETF Trust - VanEck Vectors Morningstar Wide Moat ETF
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
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|
|
TQGEX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM Global Equity Fund
|
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|
Frazier Financial Advisors, LLC
|
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|
Kcm Investment Advisors Llc
|
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|
Greenhaven Associates Inc
|
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|
Price T Rowe Associates Inc /md/
|
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M&t Bank Corp
|
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|
Courier Capital Llc
|
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Cromwell Holdings LLC
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|
Bradley Foster & Sargent Inc/ct
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|
Steward Partners Investment Advisory, Llc
|
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|
Noesis Capital Mangement Corp
|
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|
Ameritas Advisory Services, LLC
|
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|
|
|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
|
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|
HLGEX - JPMORGAN TRUST II - JPMorgan Mid Cap Growth Fund Class I
|
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|
Teachers Retirement System Of The State Of Kentucky
|
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Allworth Financial LP
|
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|
JACDX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Global Environmental Opportunities Fund Class R6
|
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Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
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|
Mv Capital Management, Inc.
|
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|
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IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF
|
|
|
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|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
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|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Mid Cap Value Fund Institutional
|
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TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
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|
MDEV - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Indxx Medical Devices ETF
|
|
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|
Commerzbank Aktiengesellschaft /fi
|
|
|
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|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
|
|
|
|
|
|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
|
|
|
Addison Advisors LLC
|
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|
Marshall Financial Group LLC
|
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Nuance Investments, Llc
|
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GINN - Goldman Sachs ETF Trust - Goldman Sachs Innovate Equity ETF
|
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|
DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF
|
|
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|
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3
|
|
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|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
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|
CMUAX - COLUMBIA FUNDS SERIES TRUST - Columbia Select Mid Cap Value Fund Class A
|
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QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1
|
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Invesco, Llc
|
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Teacher Retirement System Of Texas
|
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SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A
|
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|
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
|
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Rockefeller Capital Management L.P.
|
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Flagship Wealth Advisors, Llc
|
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AIVL - WisdomTree Trust - WisdomTree U.S. Dividend ex-Financials Fund N/A
|
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MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
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|
Dai-Ichi Life Insurance Company, Ltd
|
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Global Trust Asset Management, LLC
|
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CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund
|
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|
State of Tennessee, Treasury Department
|
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|
WFA of San Diego, LLC
|
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|
Hollencrest Capital Management
|
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|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
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|
|
Savant Capital, LLC
|
|
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|
Sivik Global Healthcare LLC
|
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|
|
MOTE - VanEck ETF Trust - VanEck Morningstar ESG Moat ETF
|
|
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|
|
CSIEX - CALVERT SOCIAL INVESTMENT FUND - Calvert Equity Fund Class A
|
|
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|
IPDP - Listed Funds Trust - Dividend Performers ETF
|
|
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|
Mediolanum International Funds Ltd
|
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|
Copia Wealth Management
|
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|
|
NWJCX - NATIONWIDE MUTUAL FUNDS - Nationwide Ziegler NYSE Arca Tech 100 Index Fund Class A
|
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
|
RPMGX - T. Rowe Price Mid-Cap Growth Fund, Inc. - T. Rowe Price Mid-Cap Growth Fund, Inc.
|
|
|
|
|
|
NULG - Nushares ETF Trust - Nuveen ESG Large-Cap Growth ETF
|
|
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|
Pacifica Partners Inc.
|
|
|
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|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
|
|
|
|
|
NEOS Investment Management LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Mid-cap Growth Fund (a)
|
|
|
|
|
|
DNLDX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Active MidCap Fund Class A
|
|
|
|
|
|
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
Quarry LP
|
|
|
|
|
|
Banque Cantonale Vaudoise
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
Versor Investments LP
|
|
|
|
|
|
Meeder Asset Management Inc
|
|
|
|
|
|
FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
|
|
|
|
Fred Alger Management, Llc
|
|
|
|
|
|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
|
|
|
|
Red Tortoise LLC
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
MGIAX - MFS SERIES TRUST X - MFS International Intrinsic Value Fund A
|
|
|
|
|
|
Patton Fund Management, Inc.
|
|
|
|
|
|
LongView Wealth Management
|
|
|
|
|
|
BIGFX - BARON SELECT FUNDS - Baron International Growth Fund
|
|
|
|
|
|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
|
|
|
|
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A)
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class
|
|
|
|
|
|
Quest 10 Wealth Builders, Inc.
|
|
|
|
|
|
Pure Financial Advisors, Inc.
|
|
|
|
|
|
TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2
|
|
|
|
|
|
Profunds - Profund Vp Ultrabull
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
LCLG - ADVISORS SERIES TRUST - Logan Capital Broad Innovative Growth ETF
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
Birmingham Capital Management Co Inc/al
|
|
|
|
|
|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
|
|
|
|
BI Asset Management Fondsmaeglerselskab A/S
|
|
|
|
|
|
Chesley Taft & Associates LLC
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
XTX Topco Ltd
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
Brighthouse Funds Trust I - Brighthouse/Wellington Large Cap Research Portfolio Class A
|
|
|
|
|
|
PEVC - Pacer Funds Trust - Pacer PE/VC ETF
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
|
|
Sentry LLC
|
|
|
|
|
|
Modern Wealth Management, LLC
|
|
|
|
|
|
Qtron Investments LLC
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - CTIVP - MFS Value Fund Class 1
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
Tax-managed Growth Portfolio - Tax-managed Growth Portfolio
|
|
|
|
|
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
Redwood Park Advisors LLC
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Capital Growth Portfolio
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
|
|
|
|
Nuveen Core Equity Alpha Fund
|
|
|
|
|
|
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
|
|
|
|
|
|
Menard Financial Group LLC
|
|
|
|
|
|
Naples Global Advisors, Llc
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Global Research Portfolio Initial Class
|
|
|
|
|
|
MetLife Investment Management, LLC
|
|
|
|
|
|
FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF
|
|
|
|
|
|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
|
|
|
|
Andra AP-fonden
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Global Growth Portfolio Initial Class
|
|
|
|
|
|
Summitry Llc
|
|
|
|
|
|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
|
|
|
|
Livelsberger Financial Advisory
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
Mufg Securities Americas Inc.
|
|
|
|
|
|
SkyView Investment Advisors, LLC
|
|
|
|
|
|
Salomon & Ludwin, LLC
|
|
|
|
|
|
South Dakota Investment Council
|
|
|
|
|
|
Murphy & Mullick Capital Management Corp
|
|
|
|
|
|
Maven Securities LTD
|
|
|
|
|
|
First American Bank
|
|
|
|
|
|
Fourth Dimension Wealth, LLC
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
VGLSX - VALIC Co I - Global Strategy Fund
|
|
|
|
|
|
Voleon Capital Management Lp
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF
|
|
|
|
|
|
Spectrum Wealth Counsel, LLC
|
|
|
|
|
|
Edmond De Rothschild Holding S.a.
|
|
|
|
|
|
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund
|
|
|
|
|
|
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1
|
|
|
|
|
|
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A
|
|
|
|
|
|
CVAR - ETF Opportunities Trust - Cultivar ETF
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
Kennedy Capital Management, Inc.
|
|
|
|
|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
ISBAX - Voya PARTNERS INC - VY(R) Columbia Contrarian Core Portfolio Class ADV
|
|
|
|
|
|
Werba Rubin Papier Wealth Management
|
|
|
|
|
|
Peoples Financial Services Corp.
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
Nissay Asset Management Corp /japan/ /adv
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
Evercore Wealth Management, LLC
|
|
|
|
|
|
Jefferies Financial Group Inc.
|
|
|
|
|
|
S&co Inc
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
V-Square Quantitative Management LLC
|
|
|
|
|
|
NOSIX - Northern Funds - Northern Stock Index Fund
|
|
|
|
|
|
STFBX - Advisers Investment Trust - State Farm Balanced Fund
|
|
|
|
|
|
National Pension Service
|
|
|
|
|
|
GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - SP PRUDENTIAL US EMERGING GROWTH PORTFOLIO Class I
|
|
|
|
|
|
USSCX - USAA MUTUAL FUNDS TRUST - Science & Technology Fund Shares
|
|
|
|
|
|
VSTIX - VALIC Co I - Stock Index Fund
|
|
|
|
|
|
HAPI - Harbor ETF Trust - Harbor Corporate Culture ETF
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Mid Cap Value Fund Class I
|
|
|
|
|
|
Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K
|
|
|
|
|
|
Knollwood Investment Advisory, LLC
|
|
|
|
|
|
Kaufman Rossin Wealth, LLC
|
|
|
|
|
|
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
|
|
|
|
|
Fayez Sarofim & Co
|
|
|
|
|
|
Pacer Advisors, Inc.
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
FHLC - FIDELITY COVINGTON TRUST - Fidelity MSCI Health Care Index ETF
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
Riverwater Partners LLC
|
|
|
|
|
|
Penobscot Investment Management Company, Inc.
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
Tiaa Trust, National Association
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
Obermeyer Wood Investment Counsel, Lllp
|
|
|
|
|
|
USS Investment Management Ltd
|
|
|
|
|
|
Clean Yield Group
|
|
|
|
|
|
Sienna Gestion
|
|
|
|
|
|
BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
Wood Tarver Financial Group, LLC
|
|
|
|
|
|
Plato Investment Management Ltd
|
|
|
|
|
|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
Keel Point, LLC
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
Headlands Technologies LLC
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
Front Row Advisors LLC
|
|
|
|
|
|
Global X Japan Co., Ltd.
|
|
|
|
|
|
TINY - PROSHARES TRUST - ProShares Nanotechnology ETF
|
|
|
|
|
|
Assenagon Asset Management S.A.
|
|
|
|
|
|
Integrated Investment Consultants, LLC
|
|
|
|
|
|
Opal Wealth Advisors, LLC
|
|
|
|
|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
|
|
|
|
|
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF
|
|
|
|
|
|
Forum Financial Management, LP
|
|
|
|
|
|
Victory Variable Insurance Funds II - Victory Pioneer Select Mid Cap Growth VCT Portfolio Class I
|
|
|
|
|
|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Special Opportunities Fund Standard Class
|
|
|
|
|
|
Capital A Wealth Management, LLC
|
|
|
|
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|
ORG Partners LLC
|
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|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A
|
|
|
|
|
|
Cascade Investment Group, Inc.
|
|
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|
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|
VGHCX - VANGUARD SPECIALIZED FUNDS - Vanguard Health Care Fund Investor Shares
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
SMIPX - SARATOGA ADVANTAGE TRUST - Mid Capitalization Portfolio - Class I
|
|
|
|
|
|
Humankind Benefit Corp - Humankind US Stock ETF
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
Pflug Koory, LLC
|
|
|
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|
Carmel Capital Partners, LLC
|
|
|
|
|
|
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
|
|
|
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|
|
My Personal CFO, LLC
|
|
|
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|
|
Gabelli Funds Llc
|
|
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|
|
Dfa Investment Trust Co - The U.s. Large Cap Value Series
|
|
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|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
|
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|
|
TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R
|
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|
|
|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
|
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|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF
|
|
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|
|
Candriam Luxembourg S.C.A.
|
|
|
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|
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PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A
|
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|
|
KPP Advisory Services LLC
|
|
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|
Lombard Odier Asset Management (USA) Corp
|
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|
Raymond James Financial Inc
|
|
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MXIVX - GREAT-WEST FUNDS INC - Great-West International Value Fund Investor Class
|
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|
Ckw Financial Group
|
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|
LDVCX - Investment Managers Series Trust II - AXS Thomson Reuters Venture Capital Return Tracker Fund Class C Shares
|
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|
Arizona State Retirement System
|
|
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
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|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Balanced Fund Service Class
|
|
|
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|
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
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|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
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|
Troy Asset Management Ltd
|
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ULPIX - Profunds - Ultrabull Profund Investor Class
|
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Cinctive Capital Management LP
|
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Sagespring Wealth Partners, Llc
|
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STXD - EA Series Trust - Strive 1000 Dividend Growth ETF
|
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GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
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|
Oppenheimer & Co Inc
|
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|
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A
|
|
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|
VAGVX - VANGUARD WHITEHALL FUNDS - Vanguard Advice Select Global Value Fund Admiral Shares
|
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|
Aquatic Capital Management LLC
|
|
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|
Quantinno Capital Management LP
|
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|
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6
|
|
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|
Asset Management One Co., Ltd.
|
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|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
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|
Ci Investments Inc.
|
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|
OMNI 360 Wealth, Inc.
|
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BAFE - Advisors' Inner Circle Fund III - Brown Advisory Flexible Equity ETF
|
|
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|
Earnest Partners Llc
|
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|
Avantax Advisory Services, Inc.
|
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Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
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|
Walleye Capital LLC
|
|
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|
Millennium Management Llc
|
|
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|
|
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3
|
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|
PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund
|
|
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|
Bank of New York Mellon Corp
|
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|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
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|
Howard Hughes Medical Institute
|
|
|
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|
|
Cape Investment Advisory, Inc.
|
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|
Skopos Labs, Inc.
|
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|
Texas Permanent School Fund
|
|
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|
Hm Payson & Co
|
|
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|
|
PGRNX - PAX WORLD FUNDS SERIES TRUST I - Pax Global Environmental Markets Fund Investor Class
|
|
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|
|
GTLOX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Core Equity Portfolio - Advisor Shares
|
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|
Blackrock Health Sciences Trust
|
|
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|
|
KMDVX - Keeley Funds, Inc. - Keeley Mid Cap Dividend Value Fund Class A
|
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|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares
|
|
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|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
|
|
|
|
|
Millstone Evans Group, LLC
|
|
|
|
|
|
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
|
|
|
|
|
PARMX - PARNASSUS FUNDS - Parnassus Mid Cap Fund Investor Shares
|
|
|
|
|
|
John G Ullman & Associates Inc
|
|
|
|
|
|
BEEZ - EA Series Trust - Honeytree U.S. Equity ETF
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
AFDIX - American Century Mutual Funds, Inc. - Sustainable Equity Fund Investor Class
|
|
|
|
|
|
Alyeska Investment Group, L.P.
|
|
|
|
|
|
Massachusetts Financial Services Co /ma/
|
|
|
|
|
|
Mather Group, Llc.
|
|
|
|
|
|
VNVAX - Natixis Funds Trust II - Vaughan Nelson Value Opportunity Fund Class A
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
PENN SERIES FUNDS INC - Index 500 Fund
|
|
|
|
|
|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
|
|
|
Semmax Financial Advisors Inc.
|
|
|
|
|
|
Groupama Asset Managment
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
SPUS - Tidal ETF Trust - SP Funds S&P 500 Sharia Industry Exclusions ETF
|
|
|
|
|
|
Phoenix Holdings Ltd.
|
|
|
|
|
|
Jupiter Asset Management Ltd
|
|
|
|
|
|
Journey Advisory Group, LLC
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares
|
|
|
|
|
|
BIAFX - Brown Advisory Funds - Brown Advisory Flexible Equity Fund Investor Shares
|
|
|
|
|
|
MASTERINVEST Kapitalanlage GmbH
|
|
|
|
|
|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
|
|
|
|
|
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
|
|
|
|
|
|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
|
|
|
|
|
Humankind Investments LLC
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
Harvest Portfolios Group Inc.
|
|
|
|
|
|
Ilex Capital Partners (UK) LLP
|
|
|
|
|
|
DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
Meiji Yasuda Asset Management Co Ltd.
|
|
|
|
|
|
Ecofi Investissements Sa
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
Sage Mountain Advisors LLC
|
|
|
|
|
|
E. Ohman J:or Asset Management AB
|
|
|
|
|
|
SUHAX - DEUTSCHE DWS SECURITIES TRUST - DWS Health and Wellness Fund Class A
|
|
|
|
|
|
Fulton Bank, N.a.
|
|
|
|
|
|
DFND - Siren ETF Trust - Siren DIVCON Dividend Defender ETF
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A
|
|
|
|
|
|
Terra Alpha Investments LLC
|
|
|
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
|
|
|
|
|
|
Suvretta Capital Management, Llc
|
|
|
|
|
|
HELX - Franklin Templeton ETF Trust - Franklin Genomic Advancements ETF
|
|
|
|
|
|
Sabal Trust CO
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
FILFX - Fidelity Rutland Square Trust II - Strategic Advisers International Fund
|
|
|
|
|
|
Worldquant Millennium Advisors Llc
|
|
|
|
|
|
Oliver Lagore Vanvalin Investment Group
|
|
|
|
|
|
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
|
|
|
|
|
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
|
|
|
|
|
IMG Wealth Management, Inc.
|
|
|
|
|
|
Diversified Trust Co
|
|
|
|
|
|
T. Rowe Price Investment Management, Inc.
|
|
|
|
|
|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
|
|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
HGXAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Global Impact Fund Class A
|
|
|
|
|
|
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
|
|
|
|
|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
Magnetar Financial LLC
|
|
|
|
|
|
Deroy & Devereaux Private Investment Counsel Inc
|
|
|
|
|
|
Citizens National Bank Trust Department
|
|
|
|
|
|
Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A
|
|
|
|
|
|
Blueshift Asset Management, LLC
|
|
|
|
|
|
Kinneret Advisory, LLC
|
|
|
|
|
|
FKGRX - Franklin Custodian Funds - Franklin Growth Fund Class A
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Select Mid Cap Managed Volatility Fund Standard Class
|
|
|
|
|
|
HMVAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD MIDCAP VALUE FUND Class A
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Global Tactical Allocation Portfolio Initial Class
|
|
|
|
|
|
Montgomery Investment Management Inc
|
|
|
|
|
|
Axa S.a.
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
Nebula Research & Development LLC
|
|
|
|
|
|
IVE - iSHARES TRUST - iShares S&P 500 Value ETF
|
|
|
|
|
|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
|
|
|
|
|
RSPH - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Health Care ETF
|
|
|
|
|
|
URTH - iShares, Inc. - iShares MSCI World ETF
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Investors Trust Series Initial Class
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
|
|
|
|
|
Shell Asset Management Co
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
Capital Fund Management S.a.
|
|
|
|
|
|
Aaron Wealth Advisors LLC
|
|
|
|
|
|
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF
|
|
|
|
|
|
Dakota Wealth Management
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
HTEC - EXCHANGE TRADED CONCEPTS TRUST - ROBO Global(R) Healthcare Technology and Innovation ETF
|
|
|
|
|
|
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
|
|
|
|
|
Tikehau Investment Management
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Growth & Income Fund Initial Class
|
|
|
|
|
|
SPHQ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Quality ETF
|
|
|
|
|
|
Barrett & Company, Inc.
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
RBF Capital, LLC
|
|
|
|
|
|
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF
|
|
|
|
|
|
Point72 (DIFC) Ltd
|
|
|
|
|
|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
|
|
|
|
|
Cibc World Markets Corp
|
|
|
|
|
|
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
|
|
|
|
|
DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A
|
|
|
|
|
|
Guinness Asset Management LTD
|
|
|
|
|
|
Westerkirk Capital Inc.
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
ENDW - EA Series Trust - Cambria Endowment Style ETF
|
|
|
|
|
|
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
Findlay Park Partners LLP
|
|
|
|
|
|
NZUS - SPDR SERIES TRUST - SPDR MSCI USA Climate Paris Aligned ETF
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
VMGRX - VANGUARD WHITEHALL FUNDS - Vanguard Mid-Cap Growth Fund Investor Shares
|
|
|
|
|
|
MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3
|
|
|
|
|
|
Aware Super Pty Ltd as trustee of Aware Super
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
Foresight Group Ltd Liability Partnership
|
|
|
|
|
|
Kornitzer Capital Management Inc /ks
|
|
|
|
|
|
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund
|
|
|
|
|
|
Godsey & Gibb Associates
|
|
|
|
|
|
Oversea-Chinese Banking CORP Ltd
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
VHCIX - VANGUARD WORLD FUND - Vanguard Health Care Index Fund Admiral Shares
|
|
|
|
|
|
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
|
|
|
|
|
|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
|
|
|
|
|
IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF
|
|
|
|
|
|
USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
Robeco Institutional Asset Management B.V.
|
|
|
|
|
|
Horst & Graben Wealth Management LLC
|
|
|
|
|
|
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
|
|
|
|
|
Aspect Partners, LLC
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
VCGAX - VALIC Co I - Growth & Income Fund
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
PSET - Principal Exchange-Traded Funds - Principal Price Setters Index ETF
|
|
|
|
|
|
Ag2r La Mondiale Gestion D'actifs
|
|
|
|
|
|
Dorsey & Whitney Trust CO LLC
|
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|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
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|
|
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MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
|
|
|
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|
Fifth Third Bancorp
|
|
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|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
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|
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|
JustInvest LLC
|
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|
CAPROCK Group, Inc.
|
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ESL Trust Services, LLC
|
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|
Susquehanna International Group, Llp
|
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DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
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|
Siemens Fonds Invest GmbH
|
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PFG Advisors
|
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|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
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|
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
|
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Principal Securities, Inc.
|
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USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
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Oregon Public Employees Retirement Fund
|
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|
Marshall & Sterling Wealth Advisors Inc.
|
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Vega Investment Solutions
|
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|
|
TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class
|
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|
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|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
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|
iA Global Asset Management Inc.
|
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Apollon Wealth Management, LLC
|
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Trust Co Of Toledo Na /oh/
|
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|
Bell Investment Advisors, Inc
|
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QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
IMCG - iSHARES TRUST - iShares Morningstar Mid-Cap Growth ETF
|
|
|
|
|
|
SMOT - VanEck ETF Trust - VanEck Morningstar SMID Moat ETF
|
|
|
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|
NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Core Stock Portfolio
|
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|
Cannon Advisors, Inc.
|
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Trust Point Inc.
|
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Advisor Group Holdings, Inc.
|
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MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
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|
|
|
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB
|
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|
|
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
|
|
|
|
|
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
|
|
|
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|
|
Jnl Series Trust - Jnl/jpmorgan Midcap Growth Fund (a)
|
|
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|
|
|
Vanguard Group Inc
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
|
|
|
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|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
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|
First Horizon Advisors, Inc.
|
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|
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|
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Guardian Variable Products Trust - Guardian Balanced Allocation VIP Fund
|
|
|
|
|
|
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
|
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|
IFM Investors Pty Ltd
|
|
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|
FDVLX - FIDELITY CAPITAL TRUST - Fidelity Value Fund
|
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|
DiNuzzo Private Wealth, Inc.
|
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TFC Financial Management
|
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GSMCX - GOLDMAN SACHS TRUST - Goldman Sachs Mid Cap Value Fund Institutional
|
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|
Acadian Asset Management Llc
|
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|
PENN SERIES FUNDS INC - Large Cap Growth Fund
|
|
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|
Financial Advocates Investment Management
|
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|
Mutual Advisors, LLC
|
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ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
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|
Institutional Investment Strategy Fund
|
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Boothbay Fund Management, Llc
|
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Brown Brothers Harriman & Co
|
|
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|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
|
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|
|
RKCIX - TRUST FOR PROFESSIONAL MANAGERS - Rockefeller Climate Solutions Fund - Institutional Class Shares
|
|
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|
Central Pacific Bank - Trust Division
|
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|
Schroder Investment Management Group
|
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Brown, Lisle/cummings, Inc.
|
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EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
|
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|
Glenview Trust Co
|
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Semanteon Capital Management, LP
|
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|
PACIFIC SELECT FUND - Health Sciences Portfolio Class I
|
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|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
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|
Rehmann Capital Advisory Group
|
|
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|
|
|
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
|
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|
BLPIX - Profunds - Bull Profund Investor Class
|
|
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|
STXG - EA Series Trust - Strive 1000 Growth ETF
|
|
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|
|
Financial Management Professionals, Inc.
|
|
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|
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
|
|
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|
|
|
Keybank National Association/oh
|
|
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|
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|
Ancora Advisors, LLC
|
|
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|
|
|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
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|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
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|
|
Daiwa Securities Group Inc.
|
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|
|
State Of Wisconsin Investment Board
|
|
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|
|
|
TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF
|
|
|
|
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|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
|
|
|
|
Thematics Asset Management
|
|
|
|
|
|
Parcion Private Wealth LLC
|
|
|
|
|
|
Retirement Wealth Solutions LLC
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
Atlantic Edge Private Wealth Management, LLC
|
|
|
|
|
|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Putnam Fl Investment Management Co
|
|
|
|
|
|
Rice Partnership, LLC
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
Sandler Capital Management
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
FAVFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Fund Class A
|
|
|
|
|
|
Americana Partners, LLC
|
|
|
|
|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
Sivia Capital Partners, LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
|
|
|
|
|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Mid Cap Value Portfolio Class IB
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
Waterloo Capital, L.P.
|
|
|
|
|
|
Baker Avenue Asset Management, LP
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
Algert Global Llc
|
|
|
|
|
|
Pacific Center for Financial Services
|
|
|
|
|
|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
|
|
|
|
|
Coastline Trust Co
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
OTCAX - MFS SERIES TRUST IV - MFS Mid Cap Growth Fund A
|
|
|
|
|
|
OUSA - ALPS ETF Trust - ALPS | O'Shares U.S. Quality Dividend ETF Shares
|
|
|
|
|
|
Hartford Funds Management Co LLC
|
|
|
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
|
|
|
|
|
Freestone Capital Holdings, LLC
|
|
|
|
|
|
SPECX - ALGER FUNDS II - Alger Spectra Fund Class A
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Dogs of Wall Street Portfolio Class 1
|
|
|
|
|
|
Rakuten Securities, Inc.
|
|
|
|
|
|
Terra Nova Asset Management LLC
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio
|
|
|
|
|
|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
|
|
|
|
|
Pineridge Advisors LLC
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
FIL Ltd
|
|
|
|
|
|
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Balanced Fund Class 3
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Morningstar Wide Moat Index Fund (A)
|
|
|
|
|
|
Chicago Partners Investment Group LLC
|
|
|
|
|
|
McAdam, LLC
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
|
|
|
|
|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
|
|
|
|
IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I
|
|
|
|
|
|
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund
|
|
|
|
|
|
Weatherly Asset Management L. P.
|
|
|
|
|
|
BTMFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Midcap Fund
|
|
|
|
|
|
Lombard Odier Asset Management (Switzerland) SA
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A
|
|
|
|
|
|
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
|
|
|
|
|
|
VPCCX - VANGUARD FENWAY FUNDS - Vanguard PRIMECAP Core Fund Investor Shares
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
Gsa Capital Partners Llp
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
|
|
|
|
THEQ - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Hedged Equity ETF
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
PRVS - PARNASSUS INCOME FUNDS - Parnassus Value Select ETF
|
|
|
|
|
|
Cedar Wealth Management, LLC
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
Evergreen Private Wealth LLC
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
Intech Investment Management Llc
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
CCMG - EA Series Trust - CCM Global Equity ETF
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Value
|
|
|
|
|
|
BlackRock Health Sciences Trust II
|
|
|
|
|
|
Harbor Capital Advisors, Inc.
|
|
|
|
|
|
Brighthouse Funds Trust I - Victory Sycamore Mid Cap Value Portfolio Class A
|
|
|
|
|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
|
|
|
|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
|
|
|
|
Woodline Partners LP
|
|
|
|
|
|
Freestone Grove Partners LP
|
|
|
|
|
|
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
|
|
|
|
|
|
BAFWX - Brown Advisory Funds - Brown Advisory Sustainable Growth Fund Institutional Shares
|
|
|
|
|
|
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
|
|
|
|
|
|
Holos Integrated Wealth LLC
|
|
|
|
|
|
PKO Investment Management Joint-Stock Co
|
|
|
|
|
|
IMA Wealth, Inc.
|
|
|
|
|
|
STFGX - Advisers Investment Trust - State Farm Growth Fund
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
Aster Capital Management (DIFC) Ltd
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
Lombard Odier Asset Management (Europe) Ltd
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
Madison Asset Management, LLC
|
|
|
|
|
|
Advisors Capital Management, LLC
|
|
|
|
|
|
Occidental Asset Management, LLC
|
|
|
|
|
|
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Global Responsibility Equity Fund Class A
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Health Care Fund Variable Annuity
|
|
|
|
|
|
Caldwell Securities, Inc
|
|
|
|
|
|
Kiker Wealth Management, LLC
|
|
|
|
|
|
Pensionfund Sabic
|
|
|
|
|
|
Kfg Wealth Management, Llc
|
|
|
|
|
|
Czech National Bank
|
|
|
|
|
|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
|
|
|
|
|
State of Wyoming
|
|
|
|
|
|
Impax Asset Management Group plc
|
|
|
|
|
|
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
Hikari Tsushin, Inc.
|
|
|
|
|
|
NWFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Fund Class A
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
Flynn Zito Capital Management, Llc
|
|
|
|
|
|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
|
|
|
|
TVAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Value ETF
|
|
|
|
|
|
Illinois Municipal Retirement Fund
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A
|
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
St. James Investment Company, LLC
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
Polar Asset Management Partners Inc.
|
|
|
|
|
|
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares
|
|
|
|
|
|
Main Street Group, LTD
|
|
|
|
|
|
waypoint wealth counsel
|
|
|
|
|
|
CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF
|
|
|
|
|
|
Byrne Asset Management LLC
|
|
|
|
|
|
NorthCrest Asset Manangement, LLC
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
WAMFX - BOSTON TRUST WALDEN FUNDS - Walden Midcap Fund
|
|
|
|
|
|
Primecap Management Co/ca/
|
|
|
|
|
|
ULTRA SERIES FUND - Large Cap Growth Fund Class I
|
|
|
|
|
|
Ferguson Wellman Capital Management, Inc
|
|
|
|
|
|
MTM Investment Management, LLC
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
Erste Asset Management GmbH
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio
|
|
|
|
|
|
Mascoma Wealth Management LLC
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J. Safra Sarasin Holding AG
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Quadrant Capital Group Llc
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VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio
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ACLC - AMERICAN CENTURY ETF TRUST - American Century Sustainable Equity ETF
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IGSLX - IMPAX FUNDS SERIES TRUST I - IMPAX GLOBAL SOCIAL LEADERS FUND Investor Class
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Dunhill Financial, LLC
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EBI - RBB Fund Trust - Longview Advantage ETF
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QUAL - iSHARES TRUST - iShares Edge MSCI USA Quality Factor ETF
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Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
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QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
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Ashton Thomas Private Wealth, LLC
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Western Pacific Wealth Management, LP
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JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF
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Costello Asset Management, INC
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Sone Capital Management, LLC
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DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
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Franklin Resources Inc
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BLI - Banque de Luxembourg Investments
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MGNDX - PRAXIS MUTUAL FUNDS - Praxis Growth Index Fund Class A
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Douglass Winthrop Advisors, LLC
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Harvey Investment Co Llc
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AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Growth and Income Portfolio Class A
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USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
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NewEdge Wealth, LLC
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BSW Wealth Partners
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VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
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VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
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Profund Advisors Llc
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Hartford Financial Management Inc.
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Bank Of America Corp /de/
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RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
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MOTG - VanEck Vectors ETF Trust - VanEck Vectors Morningstar Global Wide Moat ETF
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SRS Capital Advisors, Inc.
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NMVLX - Managed Portfolio Series - Nuance Mid Cap Value Fund Institutional Class
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Sittner & Nelson, Llc
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Bank Of Montreal /can/
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Blair William & Co/il
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AFOCX - ARCHER INVESTMENT SERIES TRUST - Archer Focus Fund
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MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
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AQLT - iSHARES TRUST - iShares MSCI Global Quality Factor ETF
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United Capital Financial Advisers, Llc
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NorthRock Partners, LLC
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AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A
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BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
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North Star Investment Management Corp.
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Bailard, Inc.
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PNBAX - Virtus Investment Trust - Virtus NFJ Large-Cap Value Fund A
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MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares
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MXMGX - GREAT-WEST FUNDS INC - Great-West T. Rowe Price Mid Cap Growth Fund Investor Class
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NDGAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Dividend Growth Fund Class A
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Nisa Investment Advisors, Llc
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NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
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Morgan Stanley
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Ofi Invest Asset Management
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Horizon Funds - HORIZON EXPEDITION PLUS ETF
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AVMC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Equity ETF
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Banco Bilbao Vizcaya Argentaria, S.a.
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CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
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SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
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TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
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Bokf, Na
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Kilter Group LLC
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OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund
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HLAL - Listed Funds Trust - Wahed FTSE USA Shariah ETF
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FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
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Groupe la Francaise
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Private Wealth Asset Management, LLC
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PARNX - PARNASSUS FUNDS - Parnassus Fund Investor Shares
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AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
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Epoch Investment Partners, Inc.
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LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
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WBGSX - WILLIAM BLAIR FUNDS - William Blair Growth Fund Class N
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Public Employees Retirement Association Of Colorado
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TCTC Holdings, LLC
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DKRT Investments Corp.
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HGHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD HEALTHCARE FUND Class A
|
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IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
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FSLEX - FIDELITY SELECT PORTFOLIOS - Environment and Alternative Energy Portfolio
|
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Berkshire Bank
|
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VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
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Putney Financial Group LLC
|
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TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
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QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
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Peak6 Llc
|
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WPG Advisers, LLC
|
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WSBFX - BOSTON TRUST WALDEN FUNDS - Walden Balanced Fund
|
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Natixis
|
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Total Investment Management Inc
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HCPIX - Profunds - Health Care Ultrasector Profund Investor Class
|
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Group One Trading, L.p.
|
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XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
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|
True Link Financial Advisors, LLC
|
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Avion Wealth
|
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Mariner, LLC
|
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M&G Plc
|
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VLCGX - VALIC Co I - Large Capital Growth Fund
|
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|
Zacks Investment Management
|
|
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|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
|
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|
|
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
|
|
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|
|
Scientech Research LLC
|
|
|
|
|
|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
|
|
|
|
Forsta Ap-fonden
|
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Pacific Heights Asset Management Llc
|
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DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
|
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Schiavi & Co LLC
|
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|
Natixis Advisors, L.p.
|
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Lido Advisors, LLC
|
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Glenmede Investment Management, LP
|
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Mizuho Securities Usa Llc
|
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|
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A
|
|
|
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|
Spire Wealth Management
|
|
|
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|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
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|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
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|
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|
MWMIX - VanEck Funds - VanEck Morningstar Wide Moat Fund Class I
|
|
|
|
|
|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
|
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|
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|
Fuller & Thaler Asset Management, Inc.
|
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|
Ensign Peak Advisors, Inc
|
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|
Whittier Trust Co
|
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|
Profunds - Profund Vp Health Care
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
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|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
Modera Wealth Management, LLC
|
|
|
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|
|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
|
|
|
|
|
Hartford Investment Management Co
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
Parnassus Investments /ca
|
|
|
|
|
|
Wsfs Capital Management, Llc
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
|
|
|
|
Champlain Investment Partners, LLC
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
|
|
|
|
|
S&t Bank/pa
|
|
|
|
|
|
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1
|
|
|
|
|
|
Lansforsakringar Fondforvaltning AB (publ)
|
|
|
|
|
|
Hrt Financial Lp
|
|
|
|
|
|
Oppenheimer Asset Management Inc.
|
|
|
|
|
|
SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF
|
|
|
|
|
|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
Vontobel Holding Ltd.
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
Calamos Advisors LLC
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
Generali Asset Management SPA SGR
|
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
|
|
|
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio
|
|
|
|
|
|
Stone Point Wealth LLC
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP T. Rowe Price Equity Income Portfolio Initial Class
|
|
|
|
|
|
MVCAX - MFS SERIES TRUST XI - MFS Mid Cap Value Fund A
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - CTIVP - Victory Sycamore Established Value Fund Class 3
|
|
|
|
|
|
MNCSX - Mercer Funds - Mercer Non-US Core Equity Fund Class I
|
|
|
|
|
|
Arjuna Capital
|
|
|
|
|
|
MITTX - MASSACHUSETTS INVESTORS TRUST - Massachusetts Investors Trust A
|
|
|
|
|
|
Azimuth Capital Investment Management LLC
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
Bonness Enterprises Inc
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares
|
|
|
|
|
|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS International Intrinsic Value Portfolio Initial Class
|
|
|
|
|
|
XLV - SELECT SECTOR SPDR TRUST - The Health Care Select Sector SPDR Fund
|
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|
