|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
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Gabelli Dividend & Income Trust
|
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GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs International Equity Insights Fund Institutional
|
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|
First National Bank & Trust Co Of Newtown
|
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DIEFX - Brinker Capital Destinations Trust - Destinations International Equity Fund Class I
|
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Mutual Of America Capital Management Llc
|
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Quarry LP
|
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CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
|
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VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
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|
Td Asset Management Inc
|
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Ulland Investment Advisors, LLC
|
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Klp Kapitalforvaltning As
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DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF
|
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Intrua Financial, LLC
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QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
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Itau Unibanco Holding S.A.
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Aurora Investment Counsel
|
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Ieq Capital, Llc
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Hartland & Co., LLC
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Colonial Trust Co / SC
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QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1
|
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Hantz Financial Services, Inc.
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CVIE - Morgan Stanley ETF Trust - Calvert International Responsible Index ETF
|
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Ag2r La Mondiale Gestion D'actifs
|
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Lido Advisors, LLC
|
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JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
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|
Teachers Retirement System Of The State Of Kentucky
|
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Wealth Enhancement Advisory Services, Llc
|
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SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
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Commerce Bank
|
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FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund
|
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|
Jane Street Group, Llc
|
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Alan B. Lancz & Associates, Inc.
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Stratos Wealth Partners, LTD.
|
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MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
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ISCV - iSHARES TRUST - iShares Morningstar Small-Cap Value ETF
|
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SVTAX - Sei Institutional Managed Trust - Simt Global Managed Volatility Fund Class F
|
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Cetera Trust Company, N.A
|
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Maryland State Retirement & Pension System
|
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New York State Common Retirement Fund
|
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Rosenberg Matthew Hamilton
|
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Synergy Financial Management, LLC
|
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IFP Advisors, Inc
|
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Bessemer Group Inc
|
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Teacher Retirement System Of Texas
|
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Zurcher Kantonalbank (Zurich Cantonalbank)
|
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NMFIX - Northern Funds - Multi-manager Global Listed Infrastructure Fund
|
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BKD Wealth Advisors, LLC
|
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Kiker Wealth Management, LLC
|
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GATEX - Gateway Trust - Gateway Fund Class A Shares
|
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Eastern Bank
|
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AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
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GHTMX - GOLDMAN SACHS TRUST - Goldman Sachs International Tax-Managed Equity Fund Institutional
|
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ASR Vermogensbeheer N.V.
|
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IDEV - iSHARES TRUST - iShares Core MSCI International Developed Markets ETF
|
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Northwest & Ethical Investments L.P.
|
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NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
|
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USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF
|
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Trifecta Capital Advisors, LLC
|
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Pictet Asset Management Holding SA
|
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ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
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Brown Advisory Inc
|
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Banque Cantonale Vaudoise
|
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FUTY - FIDELITY COVINGTON TRUST - Fidelity MSCI Utilities Index ETF
|
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Agf Management Ltd
|
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GCIIX - GOLDMAN SACHS TRUST - Goldman Sachs International Equity Insights Fund Institutional
|
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|
Citadel Advisors Llc
|
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NewSquare Capital LLC
|
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Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
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RODE - Lattice Strategies Trust - Hartford Multifactor Diversified International ETF
|
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|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
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|
Oppenheimer & Co Inc
|
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TRANSAMERICA SERIES TRUST - Transamerica Barrow Hanley Dividend Focused VP Initial
|
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|
Smallwood Wealth Investment Management, LLC
|
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|
BBMC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF
|
|
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|
MDPIX - Profunds - Mid-cap Profund Investor Class
|
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|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
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|
|
FID - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust S&P International Dividend Aristocrats ETF
|
|
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|
|
EMLP - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust North American Energy Infrastructure Fund
|
|
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|
|
FGD - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Dow Jones Global Select Dividend Index Fund
|
|
|
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|
|
Commonwealth Equity Services, Llc
|
|
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|
|
Brown Brothers Harriman & Co
|
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|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
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|
|
Vise Technologies, Inc.
|
|
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|
|
Keybank National Association/oh
|
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|
Jefferies Financial Group Inc.
|
|
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|
MXIVX - GREAT-WEST FUNDS INC - Great-West International Value Fund Investor Class
|
|
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|
|
SG Americas Securities, LLC
|
|
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|
|
GAUAX - Gabelli Utilities Fund - The Gabelli Utilities Fund Class A
|
|
|
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|
|
California State Teachers Retirement System
|
|
|
|
|
|
UMDD - PROSHARES TRUST - ProShares UltraPro MidCap400
|
|
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|
SS&H Financial Advisors, Inc.
|
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|
|
Belpointe Asset Management LLC
|
|
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|
|
Ingalls & Snyder Llc
|
|
|
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|
LGT Financial Advisors LLC
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
SNPD - DBX ETF TRUST - Xtrackers S&P ESG Dividend Aristocrats ETF
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
CNB Bank
|
|
|
|
|
|
DFIEX - Dfa Investment Dimensions Group Inc - International Core Equity Portfolio - Institutional Class
|
|
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|
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|
IDU - iSHARES TRUST - iShares U.S. Utilities ETF
|
|
|
|
|
|
Putnam Fl Investment Management Co
|
|
|
|
|
|
VEU - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund ETF Shares
|
|
|
|
|
|
FNDF - SCHWAB STRATEGIC TRUST - Schwab Fundamental International Large Company Index ETF
|
|
|
|
|
|
DISVX - Dfa Investment Dimensions Group Inc - Dfa International Small Cap Value Portfolio - Institutional Class
|
|
|
|
|
|
Blume Capital Management, Inc.
|
|
|
|
|
|
Blue Bell Private Wealth Management, Llc
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
IQSM - IndexIQ ETF Trust - IQ Candriam ESG U.S. Mid Cap Equity ETF
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Core Equity Portfolio Institutional Class Shares
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I
|
|
|
|
|
|
JSMD - Janus Detroit Street Trust - Janus Henderson Small/Mid Cap Growth Alpha ETF
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
Seeds Investor Llc
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
MidWestOne Financial Group, Inc.
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
XJH - iSHARES TRUST - iShares ESG Screened S&P Mid-Cap ETF
|
|
|
|
|
|
EPSPX - MAINSTAY FUNDS TRUST - MainStay Epoch Global Equity Yield Fund Class A
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS International Equity Insights Fund Class Y
|
|
|
|
|
|
Dfa Investment Dimensions Group Inc - Va International Small Portfolio
|
|
|
|
|
|
FLDZ - Listed Funds Trust - RiverNorth Patriot ETF
|
|
|
|
|
|
Bridgefront Capital, LLC
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
Dfa Investment Trust Co - The Continental Small Company Series
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
|
|
|
Pullen Investment Management, LLC
|
|
|
|
|
|
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
Phoenix Holdings Ltd.
|
|
|
|
|
|
Hanson & Doremus Investment Management
|
|
|
|
|
|
FLOWX - FIDELITY SUMMER STREET TRUST - Fidelity Water Sustainability Fund
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
Nomura Holdings Inc
|
|
|
|
|
|
Anfield Capital Management, LLC
|
|
|
|
|
|
ECLN - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust EIP Carbon Impact ETF
|
|
|
|
|
|
SCHF - SCHWAB STRATEGIC TRUST - Schwab International Equity ETF
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
Investment Management Corp of Ontario
|
|
|
|
|
|
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
|
|
|
|
|
John G Ullman & Associates Inc
|
|
|
|
|
|
Secure Asset Management, LLC
|
|
|
|
|
|
Tortoise Essential Assets Income Term Fund
|
|
|
|
|
|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
|
|
|
|
|
Cibc World Markets Corp
|
|
|
|
|
|
AVDE - AMERICAN CENTURY ETF TRUST - Avantis International Equity ETF
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
|
|
|
|
|
Engineers Gate Manager LP
|
|
|
|
|
|
SSEAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Screened World Equity Ex-US Fund - Class A
|
|
|
|
|
|
STXV - EA Series Trust - Strive 1000 Value ETF
|
|
|
|
|
|
Alps Advisors Inc
|
|
|
|
|
|
Ostrum Asset Management
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund
|
|
|
|
|
|
Sofos Investments, Inc.
|
|
|
|
|
|
VCRCX - MAINSTAY FUNDS TRUST - MainStay CBRE Global Infrastructure Fund Class C
|
|
|
|
|
|
Beck Bode, LLC
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Income Builder Portfolio Initial Class
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Advantage ESG International Equity Fund Institutional
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
Ameriflex Group, Inc.
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
DEEF - DBX ETF TRUST - Xtrackers FTSE Developed ex US Comprehensive Factor ETF
|
|
|
|
|
|
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund
|
|
|
|
|
|
Seacrest Wealth Management, Llc
|
|
|
|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
Northwestern Mutual Investment Management Company, Llc
|
|
|
|
|
|
Marcum Wealth, LLC
|
|
|
|
|
|
Trexquant Investment LP
|
|
|
|
|
|
SPEU - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Europe ETF
|
|
|
|
|
|
REGL - PROSHARES TRUST - ProShares S&P MidCap 400 Dividend Aristocrats ETF
|
|
|
|
|
|
FLEU - Franklin Templeton ETF Trust - Franklin FTSE Europe Hedged ETF
|
|
|
|
|
|
Hamilton Point Investment Advisors, LLC
|
|
|
|
|
|
VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
Kennedy Capital Management, Inc.
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF
|
|
|
|
|
|
JISAX - John Hancock Funds II - International Small Company Fund Class NAV
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
VGTSX - VANGUARD STAR FUNDS - Vanguard Total International Stock Index Fund Investor Shares
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
Mediolanum International Funds Ltd
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
Exencial Wealth Advisors, Llc
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
|
Glass Jacobson Investment Advisors llc
|
|
|
|
|
|
Procyon Private Wealth Partners, LLC
|
|
|
|
|
|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
|
|
|
|
Bfsg, Llc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Morningstar SMID Moat Focus Index Fund (I)
|
|
|
|
|
|
NFRA - FlexShares Trust - FlexShares STOXX Global Broad Infrastructure Index Fund
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
Forsta Ap-fonden
|
|
|
|
|
|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
New York Life Investment Management Llc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
|
|
CIEQX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill International Equity Fund - Institutional Class
|
|
|
|
|
|
WealthCollab, LLC
|
|
|
|
|
|
FVD - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line Dividend Index Fund
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
SCZ - iSHARES TRUST - iShares MSCI EAFE Small-Cap ETF
|
|
|
|
|
|
FIIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Mid Cap II Fund Class A
|
|
|
|
|
|
PQCCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Mid-Cap Core Equity Fund Class R6
|
|
|
|
|
|
Provenance Wealth Advisors, LLC
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
BBEU - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Europe ETF
|
|
|
|
|
|
Radnor Capital Management, LLC
|
|
|
|
|
|
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF
|
|
|
|
|
|
Nbt Bank N A /ny
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
|
|
|
|
|
|
Epoch Investment Partners, Inc.
|
|
|
|
|
|
Providence Wealth Advisors, LLC
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
BI Asset Management Fondsmaeglerselskab A/S
|
|
|
|
|
|
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF
|
|
|
|
|
|
GSID - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta International Equity ETF
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
AOPAX - Allianz Funds Multi-Strategy Trust - AllianzGI International Small-Cap Fund Class A
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Rakuten Investment Management, Inc.
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Ronald Blue Trust, Inc.
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DBEZ - DBX ETF TRUST - Xtrackers MSCI Eurozone Hedged Equity ETF
|
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KBIWX - Advisors' Inner Circle Fund III - KBI GLOBAL INVESTORS AQUARIUS FUND Institutional Shares
|
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|
Summit Trail Advisors, Llc
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NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares
|
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Us Bancorp \de\
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OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund
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Public Employees Retirement Association Of Colorado
|
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Sumitomo Mitsui DS Asset Management Company, Ltd
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State of New Jersey Common Pension Fund D
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LPL Financial LLC
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Tompkins Financial Corp
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AMF Pensionsforsakring AB
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Armstrong Advisory Group, Inc
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First Affirmative Financial Network
|
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PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
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Jackson, Grant Investment Advisers, Inc.
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Byrne Asset Management LLC
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Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
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OHIO NATIONAL FUND INC - ON S&P MidCap 400® Index Portfolio
|
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FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund
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Sumitomo Mitsui Trust Holdings, Inc.
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Kennebec Savings Bank
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DPREX - DELAWARE POOLED TRUST - Delaware Global Listed Real Assets Fund CLASS A
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First Manhattan Co
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Brevan Howard Capital Management LP
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Generali Asset Management SPA SGR
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True Wealth Design, LLC
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Bell Investment Advisors, Inc
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SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A
|
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Great Valley Advisor Group, Inc.
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Bank Julius Baer & Co. Ltd, Zurich
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WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
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National Bank Of Canada /fi/
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Whipplewood Advisors, LLC
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JNL SERIES TRUST - JNL Mid Cap Index Fund (I)
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Energy Income Partners, LLC
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EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
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Yaupon Capital Management LP
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CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
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Farmers & Merchants Investments Inc
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DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF
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DnB Asset Management AS
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Steward Partners Investment Advisory, Llc
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Friedenthal Financial
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Financial Gravity Companies, Inc.
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FEUZ - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Eurozone AlphaDEX ETF
|
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Atlantic Union Bankshares Corp
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CAPROCK Group, Inc.
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AFOCX - ARCHER INVESTMENT SERIES TRUST - Archer Focus Fund
|
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INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Real Assets ESG ETF
|
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Allworth Financial LP
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CGW - Invesco Exchange-Traded Fund Trust II - Invesco S&P Global Water Index ETF
|
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FZFLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Small-Mid Cap 500 Index Fund
|
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EagleClaw Capital Managment, LLC
|
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LSVGX - ADVISORS' INNER CIRCLE FUND - LSV Global Value Fund Institutional Class Shares
|
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Kingswood Wealth Advisors, Llc
|
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MASTER INVESTMENT PORTFOLIO - International Tilts Master Portfolio
|
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Dnp Select Income Fund Inc
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FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund
|
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GMXAX - NATIONWIDE MUTUAL FUNDS - Nationwide Mid Cap Market Index Fund Class A
|
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Modera Wealth Management, LLC
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Peoples Financial Services Corp.
|
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QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
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FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class
|
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AQWA - Global X Funds - Global X Clean Water ETF
|
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BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional
|
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DFIC - Dimensional ETF Trust - Dimensional International Core Equity 2 ETF
|
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Gateway Investment Advisers Llc
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Brighton Jones Llc
|
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Jain Global LLC
|
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NorthRock Partners, LLC
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JAEYX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Index Trust NAV
|
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THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
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apricus wealth, LLC
|
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Investors Research Corp
|
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NUDV - Nushares ETF Trust - Nuveen ESG Dividend ETF
|
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|
CCNR - FINANCIAL INVESTORS TRUST - ALPS | CoreCommodity Natural Resources ETF
|
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|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
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DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
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Private Trust Co Na
|
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Spdr S&p Midcap 400 Etf Trust
|
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Envestnet Portfolio Solutions, Inc.
|
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|
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares
|
|
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|
Larson Financial Group LLC
|
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|
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A
|
|
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|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
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FMDCX - FEDERATED INDEX TRUST - Federated Mid-Cap Index Fund Service Shares
|
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|
TLTD - FlexShares Trust - FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund
|
|
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|
Swiss National Bank
|
|
|
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|
|
JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A)
|
|
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|
|
|
SPMD - SPDR SERIES TRUST - SPDR(R) Portfolio Mid Cap ETF
|
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|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
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|
Dorsey & Whitney Trust CO LLC
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Utilities Fund Variable Annuity
|
|
|
|
|
|
XFBRX - VARIABLE INSURANCE PRODUCTS FUND III - Mid Cap Portfolio Investor Class
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Mid Cap Managed Volatility Portfolio Class K
|
|
|
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|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
STXM - EA Series Trust - Strive Mid-Cap ETF
|
|
|
|
|
|
Bridgewater Advisors Inc.
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
SummitTX Capital, L.P.
|
|
|
|
|
|
Campbell & CO Investment Adviser LLC
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
|
|
|
|
|
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
|
|
|
|
|
|
Asset Planning,Inc
|
|
|
|
|
|
Securian Funds Trust - SFT Index 400 Mid-Cap Fund Class 1
|
|
|
|
|
|
Glen Eagle Advisors, LLC
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
Addison Capital Co
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
SDY - SPDR SERIES TRUST - SPDR(R) S&P(R) Dividend ETF
|
|
|
|
|
|
Apella Capital, LLC
|
|
|
|
|
|
WealthTrust Axiom LLC
|
|
|
|
|
|
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I
|
|
|
|
|
|
FMCDX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Stock Selector Mid Cap Fund Class A
|
|
|
|
|
|
Sciencast Management LP
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
CAMMX - Advisors' Inner Circle Fund - Cambiar Smid Fund Investor Class Shares
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
Point72 Asset Management, L.P.
|
|
|
|
|
|
RBLD - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Global Engineering and Construction ETF
|
|
|
|
|
|
AVSD - AMERICAN CENTURY ETF TRUST - Avantis Responsible International Equity ETF
|
|
|
|
|
|
Crawford Fund Management, LLC
|
|
|
|
|
|
Benedict Financial Advisors Inc
|
|
|
|
|
|
NOMIX - Northern Funds - Northern Mid Cap Index Fund
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares
|
|
|
|
|
|
Community Bank, N.A.
|
|
|
|
|
|
ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF
|
|
|
|
|
|
Canada Pension Plan Investment Board
|
|
|
|
|
|
FZILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO International Index Fund
|
|
|
|
|
|
Everence Capital Management Inc
|
|
|
|
|
|
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
IXUS - iSHARES TRUST - iShares Core MSCI Total International Stock ETF
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
XMLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap Low Volatility ETF
|
|
|
|
|
|
MTRAX - MAINSTAY FUNDS - MainStay Income Builder Fund Class A
|
|
|
|
|
|
Town & Country Bank & Trust CO dba First Bankers Trust CO
|
|
|
|
|
|
DFIS - Dimensional ETF Trust - Dimensional International Small Cap ETF
|
|
|
|
|
|
Tokio Marine Asset Management Co Ltd
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
Hennessy Advisors Inc
|
|
|
|
|
|
DDWM - WisdomTree Trust - WisdomTree Dynamic Currency Hedged International Equity Fund N/A
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
GRASX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Real Assets Strategy Fund Class R6 Shares
|
|
|
|
|
|
HDV - iSHARES TRUST - iShares Core High Dividend ETF
|
|
|
|
|
|
QVMM - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 QVM Multi-factor ETF
|
|
|
|
|
|
FEP - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Europe AlphaDEX Fund
|
|
|
|
|
|
Congress Wealth Management LLC / DE /
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Targeted Value Portfolio Institutional Class
|
|
|
|
|
|
Vega Investment Solutions
|
|
|
|
|
|
VISVX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Value Index Fund Investor Shares
|
|
|
|
|
|
MXECX - GREAT-WEST FUNDS INC - Great-West Core Strategies: International Equity Fund Institutional Class
|
|
|
|
|
|
Robeco Institutional Asset Management B.V.
|
|
|
|
|
|
PharVision Advisers, LLC
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K
|
|
|
|
|
|
Oxford Asset Management Llp
|
|
|
|
|
|
SFYX - Tidal ETF Trust - SoFi Next 500 ETF
|
|
|
|
|
|
Nuveen S&p 500 Dynamic Overwrite Fund
|
|
|
|
|
|
MXMDX - GREAT-WEST FUNDS INC - Great-West S&P Mid Cap 400 Index Fund Investor Class
|
|
|
|
|
|
ExodusPoint Capital Management, LP
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
Equitable Holdings, Inc.
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
Alpine Bank Wealth Management
|
|
|
|
|
|
Shelton Capital Management
|
|
|
|
|
|
IFRA - iSHARES TRUST - iShares U.S. Infrastructure ETF
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
VIHAX - VANGUARD WHITEHALL FUNDS - Vanguard International High Dividend Yield Index Fund Admiral Shares
|
|
|
|
|
|
Susquehanna Portfolio Strategies, LLC
|
|
|
|
|
|
GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
Royal London Asset Management Ltd
|
|
|
|
|
|
Sigma Planning Corp
|
|
|
|
|
|
Oak Thistle LLC
|
|
|
|
|
|
Mitsubishi UFJ Asset Management (UK) Ltd.
|
|
|
|
|
|
Nations Financial Group Inc, /ia/ /adv
|
|
|
|
|
|
PAMC - Pacer Funds Trust - Pacer Lunt MidCap Multi-Factor Alternator ETF
|
|
|
|
|
|
FXU - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Utilities AlphaDEX Fund
|
|
|
|
|
|
IVOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Index Fund ETF Shares
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
|
|
|
|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
|
|
|
|
EntryPoint Capital, LLC
|
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
|
|
|
|
|
DFAI - Dimensional ETF Trust - Dimensional International Core Equity Market ETF
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
Elo Mutual Pension Insurance Co
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
SSGVX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Global Equity ex-U.S. Index Portfolio State Street Global All Cap Equity ex-U.S. Index Portfolio
|
|
|
|
|
|
WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF
|
|
|
|
|
|
Robbins Farley Llc
|
|
|
|
|
|
IVOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Value Index Fund ETF Shares
|
|
|
|
|
|
Continuum Advisory, LLC
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IB
|
|
|
|
|
|
Coston, McIsaac & Partners
|
|
|
|
|
|
VTMGX - VANGUARD TAX-MANAGED FUNDS - Vanguard Developed Markets Index Fund Admiral Shares
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
|
|
|
|
|
|
STXG - EA Series Trust - Strive 1000 Growth ETF
|
|
|
|
|
|
La Banque Postale Asset Management SA
|
|
|
|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
Texas Yale Capital Corp.
|
|
|
|
|
|
Headlands Technologies LLC
|
|
|
|
|
|
Meiji Yasuda Asset Management Co Ltd.
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
IFM Investors Pty Ltd
|
|
|
|
|
|
LVHD - Legg Mason ETF Investment Trust - Legg Mason Low Volatility High Dividend ETF
|
|
|
|
|
|
Holocene Advisors, LP
|
|
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|
Assetmark, Inc
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class
|
|
|
|
|
|
FSISX - FIDELITY CONCORD STREET TRUST - Fidelity SAI International Small Cap Index Fund
|
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|
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|
Fifth Third Bancorp
|
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VMIDX - VALIC Co I - Mid Cap Index Fund
|
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DekaBank Deutsche Girozentrale
|
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Avion Wealth
|
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|
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF
|
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|
First Citizens Bank & Trust Co
|
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|
Huntington National Bank
|
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Foundations Investment Advisors, LLC
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|
Smartleaf Asset Management LLC
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Inspire Advisors, LLC
|
|
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|
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
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|
DXIV - Dimensional ETF Trust - Dimensional International Vector Equity ETF
|
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|
Pinnacle Bancorp, Inc.
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Royal Bank Of Canada
|
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Duff & Phelps Investment Management Co
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Resolution Capital Ltd
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Guardian Variable Products Trust - Guardian Select Mid Cap Core VIP Fund
|
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|
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|
BULIX - American Century Quantitative Equity Funds, Inc. - Utilities Fund Investor Class
|
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|
New Age Alpha Funds Trust - NAA Opportunity Fund Class C
|
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Spirit Of America Management Corp/ny
|
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Barrett & Company, Inc.
|
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CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF
|
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RTD Financial Advisors, Inc.
|
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Mariner, LLC
|
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NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio
|
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|
SBI Securities Co., Ltd.
|
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Bruce G. Allen Investments, LLC
|
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CoreCap Advisors, LLC
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CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
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|
IEUS - iSHARES TRUST - iShares MSCI Europe Small-Cap ETF
|
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Cresset Asset Management, LLC
|
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GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III
|
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|
Axxcess Wealth Management, Llc
|
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Jacobi Capital Management LLC
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Quadrant Capital Group Llc
|
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VVJEX - Voya EQUITY TRUST - Voya VACS Series MCV Fund
|
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|
Nfj Investment Group, Llc
|
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Ghisallo Capital Management LLC
|
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QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
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RFEU - First Trust Exchange-Traded Fund III - First Trust RiverFront Dynamic Europe ETF
|
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|
OUSM - ALPS ETF Trust - ALPS | O'Shares U.S. Small-Cap Quality Dividend ETF Shares
|
|
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|
ETISX - E Trade Trust - E*TRADE No Fee International Index Fund
|
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|
GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares
|
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|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
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EQ ADVISORS TRUST - EQ/Invesco Global Real Estate Portfolio Class IB
|
|
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Man Group plc
|
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|
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|
FNK - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Value AlphaDEX Fund
|
|
|
|
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|
Private Wealth Management Group, LLC
|
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MetLife Investment Management, LLC
|
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VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
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|
Webster Bank, N. A.
|
|
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|
Modern Wealth Management, LLC
|
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|
RWK - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 Revenue ETF
|
|
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Colonial Trust Advisors
|
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|
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1
|
|
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|
Brighthouse Funds Trust II - Brighthouse/Dimensional International Small Company Portfolio Class A
|
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|
DiNuzzo Private Wealth, Inc.
|
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Susquehanna International Group, Llp
|
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VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
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Hemington Wealth Management
|
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FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund
|
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|
Farther Finance Advisors, LLC
|
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Daiwa Securities Group Inc.
|
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|
DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
|
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|
Global Retirement Partners, LLC
|
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|
Carnegie Capital Asset Management, LLC
|
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|
Aster Capital Management (DIFC) Ltd
|
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|
Red Door Wealth Management, LLC
|
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|
Frank, Rimerman Advisors LLC
|
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|
Wealthcare Advisory Partners LLC
|
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|
Orion Capital Management LLC
|
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|
BKIE - BNY Mellon ETF Trust - BNY Mellon International Equity ETF
|
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|
Archer Investment Corp
|
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|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
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|
Philadelphia Trust Co
|
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|
Texas Permanent School Fund
|
|
|
|
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|
Ptm Wealth Management, Llc
|
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|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
Mendel Money Management
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
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|
|
FIL Ltd
|
|
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|
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|
Baird Financial Group, Inc.
|
|
|
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|
Massmutual Trust Co Fsb/adv
|
|
|
|
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|
Maple-Brown Abbott Ltd
|
|
|
|
|
|
FIW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Water ETF
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
Gabelli Utility Trust
|
|
|
|
|
|
KESGX - Investment Managers Series Trust II - Kennedy Capital ESG SMID Cap Fund Institutional Class Shares
|
|
|
|
|
|
Stone House Investment Management, LLC
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
Princeton Global Asset Management LLC
|
|
|
|
|
|
Zimmer Partners, LP
|
|
|
|
|
|
PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund
|
|
|
|
|
|
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
|
|
|
|
EIPI - FIRST TRUST EXCHANGE-TRADED FUND VIII - FT Energy Income Partners Enhanced Income ETF
|
|
|
|
|
|
Chelsea Counsel Co
|
|
|
|
|
|
IJJ - iSHARES TRUST - iShares S&P Mid-Cap 400 Value ETF
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
JPIN - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return International Equity ETF
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
First Community Trust Na
|
|
|
|
|
|
Tower View Investment Management & Research LLC
|
|
|
|
|
|
SEIE - SEI Exchange Traded Funds - SEI Select International Equity ETF
|
|
|
|
|
|
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
New Mexico Educational Retirement Board
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
Winthrop Capital Management, LLC
|
|
|
|
|
|
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF
|
|
|
|
|
|
Great West Life Assurance Co /can/
|
|
|
|
|
|
TSMDX - Perpetual Americas Funds Trust - Trillium ESG Small/Mid Cap Fund Institutional Shares
|
|
|
|
|
|
PEDGX - PRINCIPAL FUNDS INC - EDGE MidCap Fund Institutional
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
Tredje AP-fonden
|
|
|
|
|
|
Profunds - Profund Vp Ultramid-cap
|
|
|
|
|
|
FKUTX - Franklin Custodian Funds - Franklin Utilities Fund Class A1
|
|
|
|
|
|
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
|
|
|
|
|
|
TANDX - PFS FUNDS - Castle Tandem Fund Institutional
|
|
|
|
|
|
Abn Amro Investment Solutions
|
|
|
|
|
|
PineBridge Investments, L.P.
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - International Vector Equity Portfolio Shares
|
|
|
|
|
|
Boothbay Fund Management, Llc
|
|
|
|
|
|
IMAYX - IVY FUNDS - Ivy Apollo Multi-Asset Income Fund Class Y
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - International Social Core Equity Portfolio Institutional Class
|
|
|
|
|
|
Meeder Advisory Services, Inc.
|
|
|
|
|
|
MBEQX - M FUND INC - M International Equity Fund
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
JMEE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Market Expansion Enhanced Equity ETF
|
|
|
|
|
|
Cbre Clarion Securities Llc
|
|
|
|
|
|
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
|
|
|
|
|
|
Citizens National Bank Trust Department
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
DISV - Dimensional ETF Trust - Dimensional International Small Cap Value ETF
|
|
|
|
|
|
EIPIX - EIP INVESTMENT TRUST - EIP Growth and Income Fund Class I
|
|
|
|
|
|
Clear Harbor Asset Management, LLC
|
|
|
|
|
|
MDYV - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Value ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Mid-Cap Index Fund Standard Class
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
FMGIX - FRONTIER FUNDS, INC. - Frontier MFG Core Infrastructure Fund Institutional Class
|
|
|
|
|
|
BTSMX - BOSTON TRUST WALDEN FUNDS - Boston Trust SMID Cap Fund
|
|
|
|
|
|
W.H. Cornerstone Investments Inc.
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
APG Asset Management N.V.
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
Point72 Hong Kong Ltd
|
|
|
|
|
|
Wealth Preservation Advisors, LLC
|
|
|
|
|
|
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
STXD - EA Series Trust - Strive 1000 Dividend Growth ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional International Core Equity Fund Standard Class
|
|
|
|
|
|
Shell Asset Management Co
|
|
|
|
|
|
VSEQX - VANGUARD HORIZON FUNDS - Vanguard Strategic Equity Fund Investor Shares
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
FDT - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Developed Markets ex-US AlphaDEX Fund
|
|
|
|
|
|
Montag & Caldwell, Llc
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
PXF - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Developed Markets ex-U.S. ETF
|
|
|
|
|
|
PQNAX - ALLIANZ FUNDS - AllianzGI NFJ Mid-Cap Value Fund A
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
New Millennium Group LLC
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a)
|
|
|
|
|
|
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
Haverford Trust Co
|
|
|
|
|
|
Norges Bank
|
|
|
|
|
|
TRMNX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Mid-Cap Index Fund
|
|
|
|
|
|
Rodgers Brothers Inc.
|
|
|
|
|
|
BTMFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Midcap Fund
|
|
|
|
|
|
MainStay CBRE Global Infrastructure Megatrends Fund
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
Retirement Systems of Alabama
|
|
|
|
|
|
DRW Securities, LLC
|
|
|
|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
WDIV - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR S&P Global Dividend ETF
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
Profunds - Profund Vp Mid-cap Value
|
|
|
|
|
|
Hilltop National Bank
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
Godshalk Welsh Capital Management, Inc.
|
|
|
|
|
|
Centaurus Financial, Inc.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
PRDAX - PRINCIPAL FUNDS INC - Diversified Real Asset Fund Class A
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
|
|
Vinva Investment Management Ltd
|
|
|
|
|
|
MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
CMIEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager International Equity Strategies Fund Institutional Class
|
|
|
|
|
|
Strategic Investment Solutions, Inc. /IL
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
MIDU - Direxion Shares ETF Trust - Direxion Daily Mid Cap Bull 3X Shares
|
|
|
|
|
|
Lombard Odier Asset Management (Switzerland) SA
|
|
|
|
|
|
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
|
|
|
|
|
|
McIlrath & Eck, LLC
|
|
|
|
|
|
Lindenwold Advisors
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Mid Cap Index Fund Class I
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
Aviva Plc
|
|
|
|
|
|
JFLI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Flexible Income ETF
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
Elevation Series Trust - RiverNorth Patriot ETF
|
|
|
|
|
|
UMPIX - Profunds - Ultramid-cap Profund Investor Class
|
|
|
|
|
|
RODM - Lattice Strategies Trust - Hartford Multifactor Developed Markets (ex-US) ETF
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
|
|
|
|
|
|
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund
|
|
|
|
|
|
Farmers Trust Co
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Infrastructure Sustainable Opportunities Fund Investor A
|
|
|
|
|
|
Covea Finance
|
|
|
|
|
|
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
Aquatic Capital Management LLC
|
|
|
|
|
|
HBK Sorce Advisory LLC
|
|
|
|
|
|
GUNR - FlexShares Trust - FlexShares Morningstar Global Upstream Natural Resources Index Fund
|
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|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON International Equity Portfolio
|
|
|
|
|
|
Cantor Fitzgerald Sustainable Infrastructure Fund
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - International Index Portfolio Initial Class
|
|
|
|
|
|
NUMV - Nushares ETF Trust - Nuveen ESG Mid-Cap Value ETF
|
|
|
|
|
|
MPSIX - PRINCIPAL FUNDS, INC. - MidCap S&P 400 Index Fund Institutional Class
|
|
|
|
|
|
VUIAX - VANGUARD WORLD FUND - Vanguard Utilities Index Fund Admiral Shares
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
FLEE - Franklin Templeton ETF Trust - Franklin FTSE Europe ETF
|
|
|
|
|
|
BLES - Northern Lights Fund Trust IV - Inspire Global Hope ETF
|
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|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA International Core Equity Fund
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
ISAM Funds (UK) Ltd
|
|
|
|
|
|
Birch Hill Investment Advisors LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
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|
|
DT Investment Partners, LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
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|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
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|
|
|
|
Bokf, Na
|
|
|
|
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|
Parkside Financial Bank & Trust
|
|
|
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|
Piscataqua Savings Bank
|
|
|
|
|
|
NTKLX - Voya MUTUAL FUNDS - Voya Multi-Manager International Small Cap Fund Class A
|
|
|
|
|
|
URTH - iShares, Inc. - iShares MSCI World ETF
|
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|
Charter Research & Investment Group, Inc.
|
|
|
|
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|
Wells Fargo & Company/mn
|
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|
PESPX - BNY MELLON MIDCAP INDEX FUND, INC. - BNY Mellon Midcap Index Fund, Inc. Investor Shares
|
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|
|
|
|
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
|
|
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|
|
RWC Asset Management LLP
|
|
|
|
|
|
SPMIX - SHELTON FUNDS - S&P MidCap Index Fund Direct Shares
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio
|
|
|
|
|
|
CDHAX - Calvert Responsible Index Series, Inc. - Calvert International Responsible Index Fund Class A
|
|
|
|
|
|
Metis Global Partners, LLC
|
|
|
|
|
|
MIDE - DBX ETF TRUST - Xtrackers S&P MidCap 400 ESG ETF
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
|
|
|
|
|
Fulcrum Capital LLC
|
|
|
|
|
|
Voya Infrastructure, Industrials & Materials Fund
|
|
|
|
|
|
Wills Financial Group LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
|
|
|
|
|
Y-Intercept (Hong Kong) Ltd
|
|
|
|
|
|
Lansforsakringar Fondforvaltning AB (publ)
|
|
|
|
|
|
OWTEX - OLD WESTBURY FUNDS INC - Old Westbury Total Equity Fund
|
|
|
|
|
|
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund
|
|
|
|
|
|
Koss-Olinger Consulting, LLC
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A
|
|
|
|
|
|
Peoples Bank/KS
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Mid-Cap 1.5x Strategy Fund Variable Annuity
|
|
|
|
|
|
Sterling Investment Advisors, Ltd.
|
|
|
|
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|
Twinbeech Capital Lp
|
|
|
|
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|
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
|
|
|
|
|
|
TOLZ - PROSHARES TRUST - ProShares DJ Brookfield Global Infrastructure ETF
|
|
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|
|
Holos Integrated Wealth LLC
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
Groupe la Francaise
|
|
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|
|
|
Jfs Wealth Advisors, Llc
|
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|
|
|
First PREMIER Bank
|
|
|
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|
|
Colony Group, LLC
|
|
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|
|
DWM - WisdomTree Trust - WisdomTree International Equity Fund N/A
|
|
|
|
|
|
Coastal Bridge Advisors, LLC
|
|
|
|
|
|
B. Metzler seel. Sohn & Co. AG
|
|
|
|
|
|
Arcadia Investment Management Corp/mi
|
|
|
|
|
|
Resurgent Financial Advisors LLC
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
GIZAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Global Infrastructure Fund Class A
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
Capital Market Strategies LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
Swedbank AB
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Global Responsibility Equity Fund Class A
|
|
|
|
|
|
SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF
|
|
|
|
|
|
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
Weaver C. Barksdale & Associates, Inc.
|
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
|
|
|
SPDW - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Developed World ex-US ETF
|
|
|
|
|
|
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
|
|
|
|
|
|
Cullen Capital Management, LLC
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - International Sustainability Core 1 Portfolio Shares
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
Moors & Cabot, Inc.
|
|
|
|
|
|
Comprehensive Financial Planning, Inc./PA
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
BBIN - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders International Equity ETF
|
|
|
|
|
|
Trust Co
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
Two Sigma Advisers, Lp
|
|
|
|
|
|
Assenagon Asset Management S.A.
|
|
|
|
|
|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Multi Income Allocation Portfolio Class I
|
|
|
|
|
|
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
O'Brien Greene & Co. Inc
|
|
|
|
|
|
VEURX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard European Stock Index Fund Investor Shares
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
SCHM - SCHWAB STRATEGIC TRUST - Schwab U.S. Mid-Cap ETF
|
|
|
|
|
|
SEEIX - Sei Institutional International Trust - Sit International Equity Fund - Class I
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
111 Capital
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Mid Cap Index Portfolio Class A
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class
|
|
|
|
|
|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
|
|
|
|
USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF
|
|
|
|
|
|
Lee Financial Co
|
|
|
|
|
|
Mitchell Sinkler & Starr/pa
|
|
|
|
|
|
GSG Advisors LLC
|
|
|
|
|
|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
|
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
|
|
|
|
|
|
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
|
|
|
|
|
|
UIVM - Victory Portfolios II - VictoryShares USAA MSCI International Value Momentum ETF
|
|
|
|
|
|
Clark Capital Management Group, Inc.
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3
|
|
|
|
|
|
Raiffeisen Bank International AG
|
|
|
|
|
|
Wealthspire Advisors, LLC
|
|
|
|
|
|
Kennedy Investment Group
|
|
|
|
|
|
Twin Tree Management, LP
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
SMINX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed International Managed Volatility Fund Class F
|
|
|
|
|
|
Mn Services Vermogensbeheer B.V.
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
Weiss Asset Management LP
|
|
|
|
|
|
GCAEX - Gabelli Equity Series Funds Inc - The Gabelli Equity Income Fund Class A
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
|
|
|
|
|
FNX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Core AlphaDEX Fund
|
|
|
|
|
|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
TBLU - Managed Portfolio Series - Tortoise Global Water ESG Fund
|
|
|
|
|
|
NEXTX - SHELTON FUNDS - Shelton Green Alpha Fund
|
|
|
|
|
|
DHS - WisdomTree Trust - WisdomTree U.S. High Dividend Fund N/A
|
|
|
|
|
|
SFSNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Small Company Index Fund Institutional Shares
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
Adage Capital Partners Gp, L.l.c.
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
BTEFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Equity Fund
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon Utilities Sector Fund (a)
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL International Index Fund (I)
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
QUAL - iSHARES TRUST - iShares Edge MSCI USA Quality Factor ETF
|
|
|
|
|
|
AXMNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Mid Cap Multi-Style Fund Acclivity Mid Cap Multi-Style N Shares
|
|
|
|
|
|
PTL - Northern Lights Fund Trust IV - Inspire 500 ETF
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
WSBFX - BOSTON TRUST WALDEN FUNDS - Walden Balanced Fund
|
|
|
|
|
|
XTX Topco Ltd
|
|
|
|
|
|
PHO - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Water Resources ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
RYUIX - RYDEX SERIES FUNDS - Utilities Fund Investor Class
|
|
|
|
|
|
Crews Bank & Trust
|
|
|
|
|
|
INTF - iSHARES TRUST - iShares Edge MSCI Multifactor Intl ETF
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Mid-Cap Equity Index Fund Class
|
|
|
|
|
|
CFWAX - CALVERT IMPACT FUND INC - Calvert Global Water Fund Class A
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
Bank of New Hampshire
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF
|
|
|
|
|
|
EFRA - iSHARES TRUST - iShares Environmental Infrastructure and Industrials ETF
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Cushing Renaissance Advantage Portfolio Initial Class
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
IEUR - iSHARES TRUST - iShares Core MSCI Europe ETF
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
SIXL - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Low Beta Equity Strategy ETF
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
Grantham, Mayo, Van Otterloo & Co. LLC
|
|
|
|
|
|
CoreCommodity Management, LLC
|
|
|
|
|
|
SMOT - VanEck ETF Trust - VanEck Morningstar SMID Moat ETF
|
|
|
|
|
|
AIWEX - Cavanal Hill Funds - World Energy Fund Institutional
|
|
|
|
|
|
Wexford Capital Lp
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
Boston Trust Walden Corp
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined International Core Portfolio Class I Shares
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
SOIUX - SPIRIT OF AMERICA INVESTMENT FUND INC - Spirit of America Utilities Fund Institutional Shares
|
|
|
|
|
|
AVDEX - AMERICAN CENTURY ETF TRUST - Avantis International Equity Fund Institutional Class
|
|
|
|
|
|
GXUS - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta(R) Total International Equity ETF
|
|
|
|
|
|
Toth Financial Advisory Corp
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
Rakuten Securities, Inc.
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
SPDG - SPDR SERIES TRUST - SPDR Portfolio S&P Sector Neutral Dividend ETF
|
|
|
|
|
|
RAPAX - Cohen & Steers Real Assets Fund, Inc. - Cohen & Steers Real Assets Fund, Inc. Class A
|
|
|
|
|
|
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
|
|
|
|
|
|
SMMD - iSHARES TRUST - iShares Russell 2500 ETF
|
|
|
|
|
|
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
|
|
|
|
|
|
Inceptionr Llc
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
Advanced Series Trust - Ast Small-cap Growth Portfolio
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
Loudon Investment Management, LLC
|
|
|
|
|
|
Addison Advisors LLC
|
|
|
|
|
|
Hazlett, Burt & Watson, Inc.
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
MNCSX - Mercer Funds - Mercer Non-US Core Equity Fund Class I
|
|
|
|
|
|
SOA Wealth Advisors, LLC.
|
|
|
|
|
|
Trillium Asset Management, Llc
|
|
|
|
|
|
Two Sigma Investments, Lp
|
|
|
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
|
|
|
|
|
Westside Investment Management, Inc.
|
|
|
|
|
|
DSHFX - Brinker Capital Destinations Trust - Destinations Shelter Fund Class I
|
|
|
|
|
|
Westerkirk Capital Inc.
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
|
|
|
|
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
|
|
|
|
|
|
MVV - PROSHARES TRUST - ProShares Ultra MidCap400
|
|
|
|
|
|
Truvestments Capital Llc
|
|
|
|
|
|
TFG Advisers LLC
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
BLLD - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Sustainable Infrastructure ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
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|
Neuberger Berman Group LLC
|
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|
J.w. Cole Advisors, Inc.
|
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DOMIX - DOMINI INVESTMENT TRUST - Domini Impact International Equity Fund Investor Shares
|
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|
WealthTrak Capital Management LLC
|
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|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
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VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares
|
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M&G Plc
|
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EZM - WisdomTree Trust - WisdomTree U.S. MidCap Fund N/A
|
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Greenland Capital Management LP
|
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|
Legal & General Group Plc
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EQ ADVISORS TRUST - EQ/400 Managed Volatility Portfolio Class IB
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Amundi
|
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IQSI - IndexIQ ETF Trust - IQ Candriam ESG International Equity ETF
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TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A
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ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
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Ethic Inc.
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Sandy Spring Bank
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Macquarie Group Ltd
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Sterling Capital Management LLC
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First Horizon Advisors, Inc.
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Blair William & Co/il
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Group One Trading, L.p.
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|
Prudential Financial Inc
|
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Global X Japan Co., Ltd.
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DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
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|
|
|
|
TFPN - Tidal Trust II - Blueprint Chesapeake Multi-Asset Trend ETF
|
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BKMC - BNY Mellon ETF Trust - BNY Mellon US Mid Cap Core Equity ETF
|
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|
Caldwell Securities, Inc
|
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|
Kestra Investment Management, LLC
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Magellan Asset Management Ltd
|
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Deprince Race & Zollo Inc
|
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Penobscot Investment Management Company, Inc.
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SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
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|
Gabelli Equity Trust Inc
|
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|
MCF Advisors LLC
|
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|
TPDAX - TIMOTHY PLAN - Timothy Plan Defensive Strategies Fund Class A
|
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|
State of Alaska, Department of Revenue
|
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FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
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EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class
|
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Qrg Capital Management, Inc.
|
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FITMX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Momentum Index Fund
|
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|
EWG Elevate Inc.
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Natixis
|
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Advisor Group Holdings, Inc.
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Northstar Asset Management Llc
|
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Bay Harbor Wealth Management, LLC
|
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FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund
|
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QINT - AMERICAN CENTURY ETF TRUST - American Century Quality Diversified International ETF
|
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Credit Agricole S A
|
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Coastline Trust Co
|
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SIDVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders International Multi-Cap Value Fund Class A
|
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|
Kathmere Capital Management, LLC
|
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|
Bare Financial Services, Inc
|
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BTBFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Asset Management Fund
|
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|
North Star Investment Management Corp.
|
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South Dakota Investment Council
|
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DRAFX - Brinker Capital Destinations Trust - Destinations Real Assets Fund Class I
|
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|
BTG Pactual Asset Management US LLC
|
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Allianz Se
|
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Mid Cap Index Fund Class 2
|
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|
Ubs Asset Management Americas Inc
|
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DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
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|
Vident Advisory, LLC
|
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SWAN Capital LLC
|
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Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
|
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|
National Pension Service
|
|
|
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Millstone Evans Group, LLC
|
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PTMC - Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF
|
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POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
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Warren Averett Asset Management, LLC
|
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DTH - WisdomTree Trust - WisdomTree International High Dividend Fund N/A
|
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|
MAINSTAY VP FUNDS TRUST - MainStay VP Epoch U.S. Equity Yield Portfolio Initial Class
|
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IQRA - IndexIQ Active ETF Trust - IQ CBRE Real Assets ETF
|
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|
HighTower Advisors, LLC
|
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|
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio
|
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|
Everett Harris & Co /ca/
|
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|
StoneX Group Inc.
|
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TDFAX - TRANSAMERICA FUNDS - Transamerica Dividend Focused A
|
|
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|
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF
|
|
|
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|
Signaturefd, Llc
|
|
|
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|
|
Mascoma Wealth Management LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
Caitong International Asset Management Co., Ltd
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Tandem Investment Advisors, Inc.
|
|
|
|
|
|
MLPIX - Profunds - Mid-cap Value Profund Investor Class
|
|
|
|
|
|
Clean Yield Group
|
|
|
|
|
|
GASFX - HENNESSY FUNDS TRUST - Hennessy Gas Utility Fund Investor Class
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
SBHSX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill International Small Cap Fund Retail Class
|
|
|
|
|
|
DRIPX - MP63 FUND INC - MP63 Fund
|
|
|
|
|
|
BILD - Macquarie ETF Trust - Macquarie Global Listed Infrastructure ETF
|
|
|
|
|
|
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV
|
|
|
|
|
|
Gitterman Wealth Management, LLC
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A
|
|
|
|
|
|
Gabelli Global Utility & Income Trust
|
|
|
|
|
|
Polymer Capital Management (US) LLC
|
|
|
|
|
|
FNDA - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Small Company Index ETF
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
Costello Asset Management, INC
|
|
|
|
|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Mid Cap Index Portfolio Class 1
|
|
|
|
|
|
Institute for Wealth Management, LLC.
|
|
|
|
|
|
GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - International Small Cap Growth Portfolio Institutional Class
|
|
|
|
|
|
Aegon Asset Management Uk Plc
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
Hennion & Walsh Asset Management, Inc.
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
Gabelli Funds Llc
|
|
|
|
|
|
First Command Advisory Services, Inc.
|
|
|
|
|
|
Pathway Financial Advisers, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
New England Capital Financial Advisors LLC
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
Renaissance Technologies Llc
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
Cozad Asset Management Inc
|
|
|
|
|
|
Prudential Plc
|
|
|
|
|
|
Vontobel Holding Ltd.
|
|
|
|
|
|
Korea Investment CORP
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
ELCO Management Co., LLC
|
|
|
|
|
|
Empower Advisory Group, LLC
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S
|
|
|
|
|
|
Valley National Advisers Inc
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A
|
|
|
|
|
|
Verus Wealth Management, Llc
|
|
|
|
|
|
Humankind Benefit Corp - Humankind US Stock ETF
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
PAX Financial Group, LLC
|
|
|
|
|
|
Aspire Private Capital, LLC
|
|
|
|
|
|
IEFA - iSHARES TRUST - iShares Core MSCI EAFE ETF
|
|
|
|
|
|
Tower Wealth Partners, Inc.
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
Advisors Capital Management, LLC
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
PTEU - Pacer Funds Trust - Pacer Trendpilot European Index ETF
|
|
|
|
|
|
First National Corp /ma/ /adv
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
Delta Asset Management Llc/tn
|
|
|
|
|
|
Dynamic Technology Lab Private Ltd
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
FTIHX - FIDELITY SALEM STREET TRUST - Fidelity Total International Index Fund
|
|
|
|
|
|
LaSalle St. Investment Advisors, LLC
|
|
|
|
|
|
Agp Franklin, Llc
|
|
|
|
|
|
Blackrock Funds - Blackrock Advantage International Fund Institutional Class
|
|
|
|
|
|
GICIX - GOLDMAN SACHS TRUST - Goldman Sachs International Small Cap Insights Fund Institutional
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
CWM Advisors, LLC
|
|
|
|
|
|
Gulf International Bank (UK) Ltd
|
|
|
|
|
|
ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund
|
|
|
|
|
|
Trust Co Of Toledo Na /oh/
|
|
|
|
|
|
JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A)
|
|
|
|
|
|
Marex Group plc
|
|
|
|
|
|
JGYIX - John Hancock Funds III - John Hancock Global Shareholder Yield Fund Class I
|
|
|
|
|
|
VCGAX - VALIC Co I - Growth & Income Fund
|
|
|
|
|
|
Alpine Woods Capital Investors, Llc
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Mid Cap Stock Index Portfolio Class A
|
|
|
|
|
|
Cambiar Investors Llc
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
|
Tradewinds Capital Management, LLC
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
FTRI - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Indxx Global Natural Resources Income ETF
|
|
|
|
|
|
Blossom Wealth Management
|
|
|
|
|
|
WEUSX - Sei Institutional Investments Trust - Siit World Equity Ex-us Fund - Class A
|
|
|
|
|
|
AWTAX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Water Fund Class A
|
|
|
|
|
|
Rowland & Co Investment Counsel/adv
|
|
|
|
|
|
Bangor Savings Bank
|
|
|
|
|
|
EIPX - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Energy Income Partners Strategy ETF
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
DFAX - Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
Intech Investment Management Llc
|
|
|
|
|
|
SFNNX - SCHWAB CAPITAL TRUST - Schwab Fundamental International Large Company Index Fund Institutional Shares
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
GIMFX - GMO TRUST - GMO Implementation Fund
|
|
|
|
|
|
BLB&B Advisors, LLC
|
|
|
|
|
|
DIVI - Franklin Templeton ETF Trust - Franklin LibertyQ International Equity Hedged ETF
|
|
|
|
|
|
Nicolet Advisory Services, Llc
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
New Age Alpha Advisors, LLC
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
Beacon Capital Management, LLC
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A
|
|
|
|
|
|
Kempen Capital Management N.v.
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
WAMFX - BOSTON TRUST WALDEN FUNDS - Walden Midcap Fund
|
|
|
|
|
|
Cape Investment Advisory, Inc.
|
|
|
|
|
|
Bernardo Wealth Planning LLC
|
|
|
|
|
|
Stanley-Laman Group, Ltd.
|
|
|
|
|
|
VSM Wealth Advisory, LLC
|
|
|
|
|
|
Glenview Trust Co
|
|
|
|
|
|
Financial Connections Group, Inc.
|
|
|
|
|
|
Cedar Mountain Advisors, LLC
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
Pinnacle Associates Ltd
|
|
|
|
|
|
Nissay Asset Management Corp /japan/ /adv
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
|
|
|
|
|
NTIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Mid Cap Index Fund Class A
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
HRLIX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford Global Real Asset Fund Class I
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
V-Square Quantitative Management LLC
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
DFSI - Dimensional ETF Trust - Dimensional International Sustainability Core 1 ETF
|
|
|
|
|
|
IJH - iSHARES TRUST - iShares Core S&P Mid-Cap ETF
|
|
|
|
|
|
Godsey & Gibb Associates
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
Arrowstreet Capital, Limited Partnership
|
|
|
|
|
|
Siemens Fonds Invest GmbH
|
|
|
|
|
|
OAIEX - Optimum Fund Trust - Optimum International Fund Class A
|
|
|
|
|
|
AIVL - WisdomTree Trust - WisdomTree U.S. Dividend ex-Financials Fund N/A
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
DEW - WisdomTree Trust - WisdomTree Global High Dividend Fund N/A
|
|
|
|
|
|
Gsa Capital Partners Llp
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
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CSUAX - COHEN & STEERS GLOBAL INFRASTRUCTURE FUND INC - Cohen & Steers Global Infrastructure Fund Inc. Class A
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RYMDX - RYDEX SERIES FUNDS - Mid-Cap 1.5x Strategy Fund Class H
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VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
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First Pacific Financial
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DIM - WisdomTree Trust - WisdomTree International MidCap Dividend Fund N/A
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IDV - iSHARES TRUST - iShares International Select Dividend ETF
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DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
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Vanguard Group Inc
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BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A
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PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
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JAJDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Small Company Trust NAV
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Cambridge Investment Research Advisors, Inc.
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Nuveen, LLC
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Harbour Investments, Inc.
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BRYN MAWR TRUST Co
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Nordea Investment Management Ab
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Livforsakringsbolaget Skandia, Omsesidigt
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DON - WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund N/A
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City State Bank
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Prelude Capital Management, Llc
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State Board Of Administration Of Florida Retirement System
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CIBC Private Wealth Group, LLC
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Ameritas Advisory Services, LLC
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CenterBook Partners LP
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NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
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Axa S.a.
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Blackhill Capital Inc
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Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class
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SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund
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Aventail Capital Group, LP
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ONEY - SPDR SERIES TRUST - SPDR Russell 1000 Yield Focus ETF
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EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB
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HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
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VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
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Resona Asset Management Co.,Ltd.
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Harwood Advisory Group, LLC
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Thematics Asset Management
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Atom Investors LP
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Candriam Luxembourg S.C.A.
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Copia Wealth Management
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ISCF - iSHARES TRUST - iShares Edge MSCI Multifactor Intl Small-Cap ETF
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Hm Payson & Co
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CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF
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DURA - VanEck Vectors ETF Trust - VanEck Vectors Morningstar Durable Dividend ETF
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OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund
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