|
USRD - Themes ETF Trust - Themes US R&D Champions ETF
|
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|
|
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|
Vident Advisory, LLC
|
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|
Greenleaf Trust
|
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|
Mill Capital Management, LLC
|
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|
Jump Financial, LLC
|
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|
UIVRX - MFS SERIES TRUST VII - MFS Intrinsic Value Fund R6
|
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|
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|
Ethic Inc.
|
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|
Marshall Wace, Llp
|
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GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class
|
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|
Blue Bell Private Wealth Management, Llc
|
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|
Arlington Trust Co LLC
|
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|
RiverGlades Family Offices LLC
|
|
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|
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund
|
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|
|
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|
Allegheny Financial Group LTD
|
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|
EntryPoint Capital, LLC
|
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OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund
|
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|
Forbes J M & Co Llp
|
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|
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Nbt Bank N A /ny
|
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|
VEGI - iShares, Inc. - iShares MSCI Global Agriculture Producers ETF
|
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|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
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|
CSNR - Cohen & Steers ETF Trust - Cohen & Steers Natural Resources Active ETF
|
|
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|
Probity Advisors, Inc.
|
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|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
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|
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
|
|
|
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|
Pictet North America Advisors SA
|
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|
|
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|
Blackrock Resources & Commodities Strategy Trust
|
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|
|
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|
Grove Bank & Trust
|
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|
|
|
|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
|
|
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|
DNLDX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Active MidCap Fund Class A
|
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|
Bremer Bank National Association
|
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Bank Julius Baer & Co. Ltd, Zurich
|
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|
Mufg Securities Americas Inc.
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Atwater Malick LLC
|
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|
IFG Advisory, LLC
|
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|
Koss-Olinger Consulting, LLC
|
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Merit Financial Group, LLC
|
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Mraz, Amerine & Associates, Inc.
|
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Advisors Asset Management, Inc.
|
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MML Series Investment Fund II - MML Equity Rotation Fund Class II
|
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|
St. James Investment Company, LLC
|
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|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class
|
|
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|
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|
Wealth Enhancement Advisory Services, Llc
|
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|
Cary Street Partners Financial Llc
|
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|
Nemes Rush Group LLC
|
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|
BPAIX - RBB FUND, INC. - Boston Partners All-Cap Value Fund INSTITUTIONAL
|
|
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Banco Bilbao Vizcaya Argentaria, S.a.
|
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Spdr S&p 500 Etf Trust
|
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|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
|
|
|
|
|
|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
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|
|
FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A
|
|
|
|
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|
TSP Capital Management Group, LLC
|
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|
GWM Advisors LLC
|
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|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
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|
Trust Co Of Virginia /va
|
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|
BUSA - 2023 ETF Series Trust - Brandes U.S. Value ETF
|
|
|
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|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
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|
Citigroup Inc
|
|
|
|
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|
Bayforest Capital Ltd
|
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|
Meeder Asset Management Inc
|
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State Farm Mutual Automobile Insurance Co
|
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Norges Bank
|
|
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|
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
|
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|
WealthTrak Capital Management LLC
|
|
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TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
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|
|
Evergreen Capital Management Llc
|
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|
Missouri Trust & Investment Co
|
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|
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
|
|
|
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|
Whittier Trust Co
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
FSDPX - FIDELITY SELECT PORTFOLIOS - Materials Portfolio
|
|
|
|
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|
First Community Trust Na
|
|
|
|
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|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
|
|
|
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|
Klingenstein Fields & Co Lp
|
|
|
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|
Great West Life Assurance Co /can/
|
|
|
|
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|
Cresset Asset Management, LLC
|
|
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|
|
|
HAGAX - CARILLON SERIES TRUST - Carillon Eagle Mid Cap Growth Fund Class A
|
|
|
|
|
|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
|
|
|
|
|
DnB Asset Management AS
|
|
|
|
|
|
Your Advocates Ltd., LLP
|
|
|
|
|
|
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
CoreFirst Bank & Trust
|
|
|
|
|
|
Ausdal Financial Partners, Inc.
|
|
|
|
|
|
Community Bank of Raymore
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
|
|
|
|
Humankind Investments LLC
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
|
|
Scotia Capital Inc.
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
|
|
|
|
Northstar Asset Management Llc
|
|
|
|
|
|
Grantham, Mayo, Van Otterloo & Co. LLC
|
|
|
|
|
|
Ag2r La Mondiale Gestion D'actifs
|
|
|
|
|
|
Shelton Wealth Management, Llc
|
|
|
|
|
|
ICICI Prudential Asset Management Co Ltd
|
|
|
|
|
|
Heartland Bank & Trust Co
|
|
|
|
|
|
Alerus Financial Na
|
|
|
|
|
|
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B
|
|
|
|
|
|
Summit Wealth Group Llc / Co
|
|
|
|
|
|
Integris Wealth Management, LLC
|
|
|
|
|
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
|
|
|
|
|
LDVCX - Investment Managers Series Trust II - AXS Thomson Reuters Venture Capital Return Tracker Fund Class C Shares
|
|
|
|
|
|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
Fisher Asset Management, LLC
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
Integrated Investment Consultants, LLC
|
|
|
|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
|
Virtu Financial LLC
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
Webster Bank, N. A.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
|
|
|
|
Handelsbanken Fonder AB
|
|
|
|
|
|
North Star Asset Management Inc
|
|
|
|
|
|
Olistico Wealth, LLC
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
Dorsey & Whitney Trust CO LLC
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
NEFOX - Natixis Funds Trust II - Natixis Oakmark Fund Class A
|
|
|
|
|
|
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
|
|
|
|
|
|
Verdence Capital Advisors LLC
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
NEW YORK LIFE INVESTMENTS VP FUNDS TRUST - NYLI VP MFS Research Portfolio Service Class
|
|
|
|
|
|
Chilton Capital Management Llc
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
Cramer Rosenthal Mcglynn Llc
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
Wesleyan Assurance Society
|
|
|
|
|
|
Goelzer Investment Management, Inc.
|
|
|
|
|
|
Voleon Capital Management Lp
|
|
|
|
|
|
EQRR - PROSHARES TRUST - ProShares Equities for Rising Rates ETF
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
McAdam, LLC
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
|
Douglas Lane & Associates, LLC
|
|
|
|
|
|
Inceptionr Llc
|
|
|
|
|
|
Sanibel Captiva Trust Company, Inc.
|
|
|
|
|
|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
|
|
|
|
|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
|
|
|
|
Boothbay Fund Management, Llc
|
|
|
|
|
|
Plato Investment Management Ltd
|
|
|
|
|
|
Ossiam
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
|
|
|
|
|
Foster Group, Inc.
|
|
|
|
|
|
Flagship Wealth Advisors, Llc
|
|
|
|
|
|
VMSGX - VALIC Co I - Mid Cap Strategic Growth Fund
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
V-Square Quantitative Management LLC
|
|
|
|
|
|
Rathbone Brothers plc
|
|
|
|
|
|
Janney Capital Management LLC
|
|
|
|
|
|
Anderson Hoagland & Co
|
|
|
|
|
|
Wilkins Investment Counsel Inc
|
|
|
|
|
|
Capital World Investors
|
|
|
|
|
|
Journey Advisory Group, LLC
|
|
|
|
|
|
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
|
|
|
|
|
|
New York Life Investment Management Llc
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
Turim 21 Investimentos Ltda.
|
|
|
|
|
|
Glass Jacobson Investment Advisors llc
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Growth And Income Fund Series I
|
|
|
|
|
|
Ferguson Wellman Capital Management, Inc
|
|
|
|
|
|
Lorne Steinberg Wealth Management Inc.
|
|
|
|
|
|
Wall Street Access Asset Management, LLC
|
|
|
|
|
|
Equitable Holdings, Inc.
|
|
|
|
|
|
Venturi Wealth Management, LLC
|
|
|
|
|
|
Knights of Columbus Asset Advisors LLC
|
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
|
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF
|
|
|
|
|
|
Biltmore Family Office, LLC
|
|
|
|
|
|
Nordea Investment Management Ab
|
|
|
|
|
|
Triangle Securities Wealth Management
|
|
|
|
|
|
Naples Global Advisors, Llc
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A
|
|
|
|
|
|
Gifford Fong Associates
|
|
|
|
|
|
Stonebridge Capital Advisors LLC
|
|
|
|
|
|
Jefferies Financial Group Inc.
|
|
|
|
|
|
Islay Capital Management, Llc
|
|
|
|
|
|
Baron Wealth Management LLC
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
|
|
|
|
Pallas Capital Advisors LLC
|
|
|
|
|
|
Spinnaker Trust
|
|
|
|
|
|
DPREX - DELAWARE POOLED TRUST - Delaware Global Listed Real Assets Fund CLASS A
|
|
|
|
|
|
Barrett & Company, Inc.
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
VMIAX - VANGUARD WORLD FUND - Vanguard Materials Index Fund Admiral Shares
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
SSGFX - SATURNA INVESTMENT TRUST - SEXTANT GROWTH FUND Sextant Growth Fund Investor Shares
|
|
|
|
|
|
Jackson Hole Capital Partners, LLC
|
|
|
|
|
|
Profunds - Profund Vp Bull
|
|
|
|
|
|
Park National Corp /oh/
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
Country Trust Bank
|
|
|
|
|
|
IVKAX - Voya PARTNERS INC - VY(R) Invesco Comstock Portfolio Class ADV
|
|
|
|
|
|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
|
|
|
|
|
Kanawha Capital Management Llc
|
|
|
|
|
|
Red Mountain Financial, LLC
|
|
|
|
|
|
AWAAX - AB PORTFOLIOS - AB Wealth Appreciation Strategy Class A
|
|
|
|
|
|
Sheets Smith Wealth Management
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Research Fund Class IA Shares
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
Quest Partners LLC
|
|
|
|
|
|
Clearbridge Investments, LLC
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
|
|
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
|
|
|
|
|
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF
|
|
|
|
|
|
FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6
|
|
|
|
|
|
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
|
|
|
|
|
Chicago Partners Investment Group LLC
|
|
|
|
|
|
Harris Oakmark ETF Trust - Oakmark U.S. Large Cap ETF
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
Tradewinds Capital Management, LLC
|
|
|
|
|
|
Capital Advisors Inc/ok
|
|
|
|
|
|
Reynders McVeigh Capital Management, LLC
|
|
|
|
|
|
BMSFX - MFS SERIES TRUST X - MFS Blended Research Mid Cap Equity Fund A
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
Metis Global Partners, LLC
|
|
|
|
|
|
Evelyn Partners Investment Management LLP
|
|
|
|
|
|
Colonial Trust Advisors
|
|
|
|
|
|
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A
|
|
|
|
|
|
LifePlan Financial, LLC
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT George Putnam Balanced Fund Class IA Shares
|
|
|
|
|
|
Fire Capital Management LLC
|
|
|
|
|
|
First National Trust Co
|
|
|
|
|
|
Dogwood Wealth Management LLC
|
|
|
|
|
|
Westwood Holdings Group Inc
|
|
|
|
|
|
Lowe Brockenbrough & Co Inc
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
Centiva Capital, LP
|
|
|
|
|
|
Fragasso Group Inc.
|
|
|
|
|
|
KROP - Global X Funds - Global X AgTech & Food Innovation ETF
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
Horizon Financial Services, Llc
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Basic Materials Variable Annuity
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
111 Capital
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional
|
|
|
|
|
|
Cetera Trust Company, N.A
|
|
|
|
|
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Skopos Labs, Inc.
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NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
|
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Atlas Capital Advisors Llc
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Sachetta, LLC
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City Holding Co
|
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WILLIAMSBURG INVESTMENT TRUST - Davenport Insider Buying Fund
|
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|
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF
|
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|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
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|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
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Bellwether Advisors, LLC
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Manufacturers Life Insurance Company, The
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Penserra Capital Management LLC
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FSMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value Fund
|
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Canada Pension Plan Investment Board
|
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Guardian Variable Products Trust - Guardian Mid Cap Traditional Growth VIP Fund
|
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Battery Global Advisors, LLC
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ORG Partners LLC
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Gould Asset Management Llc /ca/
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GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
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Nvwm, Llc
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Three Bridge Wealth Advisors, LLC
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Natixis Advisors, L.p.
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North Star Investment Management Corp.
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Close Asset Management Ltd
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Forum Financial Management, LP
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Balyasny Asset Management Llc
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Cullen/frost Bankers, Inc.
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Atlantic Union Bankshares Corp
|
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Azimuth Capital Investment Management LLC
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Franklin Templeton Variable Insurance Products Trust - Franklin Growth And Income Vip Fund Class 1
|
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AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A
|
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Transce3nd, LLC
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Anchor Capital Advisors Llc
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PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
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PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
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DoubleLine ETF Adviser LP
|
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AVMC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Equity ETF
|
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Pettee Investors, Inc.
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Bnp Paribas Arbitrage, Sa
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Twin Tree Management, LP
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Inscription Capital, LLC
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Carret Asset Management, Llc
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Cigna Investments Inc /new
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Total Investment Management Inc
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Center for Financial Planning, Inc.
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DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
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Banque Cantonale Vaudoise
|
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Bare Financial Services, Inc
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Buckingham Strategic Partners
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Boyd Watterson Asset Management Llc/oh
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Vermillion Wealth Management, Inc.
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BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
|
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Holos Integrated Wealth LLC
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Ballentine Partners, LLC
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United Capital Financial Advisers, Llc
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Sentry LLC
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NEFSX - Natixis Funds Trust I - Natixis U.S. Equity Opportunities Fund Class A
|
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Principal Financial Group Inc
|
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FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund
|
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NANR - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR S&P North American Natural Resources ETF
|
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USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
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VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
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Bollard Group LLC
|
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Walleye Trading LLC
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ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
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Abound Wealth Management
|
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PKO Investment Management Joint-Stock Co
|
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SRS Capital Advisors, Inc.
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Contravisory Investment Management, Inc.
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VPCCX - VANGUARD FENWAY FUNDS - Vanguard PRIMECAP Core Fund Investor Shares
|
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Patton Fund Management, Inc.
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Evermay Wealth Management Llc
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Enterprise Financial Services Corp
|
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Brighthouse Funds Trust II - VanEck Global Natural Resources Portfolio Class A
|
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Arlington Partners LLC
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JNBA Financial Advisors
|
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SJS Investment Consulting Inc.
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Alta Advisers Ltd
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Anomaly Capital Management, LP
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Cornercap Investment Counsel Inc
|
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Mariner, LLC
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SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
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Rosenberg Matthew Hamilton
|
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GHP Investment Advisors, Inc.
|
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FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
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Knott David M Jr
|
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Bank Of America Corp /de/
|
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Tudor Investment Corp Et Al
|
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Versant Capital Management, Inc
|
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Consultiva Wealth Management, Corp.
|
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MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class
|
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JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
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Zurich Insurance Group Ltd/FI
|
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Capital Group Investment Management Pte. Ltd.
|
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Principal Securities, Inc.
|
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DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
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|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
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|
AADEX - AMERICAN BEACON FUNDS - American Beacon Large Cap Value Fund Institutional Class
|
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|
Aristotle Capital Management, LLC
|
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|
PENN SERIES FUNDS INC - Index 500 Fund
|
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|
Louisiana State Employees Retirement System
|
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Avion Wealth
|
|
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|
PACIFIC SELECT FUND - Comstock Portfolio Class I
|
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|
Aqr Capital Management Llc
|
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Welch Group, LLC
|
|
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|
State Board Of Administration Of Florida Retirement System
|
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|
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund
|
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|
|
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|
Public Sector Pension Investment Board
|
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|
Advisors Capital Management, LLC
|
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|
Hancock Whitney Corp
|
|
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|
Lansforsakringar Fondforvaltning AB (publ)
|
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|
Allianz Asset Management GmbH
|
|
|
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|
South Dakota Investment Council
|
|
|
|
|
|
NQCAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Large-Cap Value Fund Class A
|
|
|
|
|
|
Mcintyre Freedman & Flynn Investment Advisers Inc
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
Azzad Asset Management Inc /adv
|
|
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|
Parkside Financial Bank & Trust
|
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|
Athena Investment Management
|
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|
Coastline Trust Co
|
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|
Pacer Advisors, Inc.
|
|
|
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|
Quantinno Capital Management LP
|
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|
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|
FSRRX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Real Return Fund
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
Jacobi Capital Management LLC
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
Cornerstone Strategic Value Fund Inc
|
|
|
|
|
|
TCTC Holdings, LLC
|
|
|
|
|
|
Costello Asset Management, INC
|
|
|
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|
|
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund
|
|
|
|
|
|
Plancorp, LLC
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
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|
Trust Investment Advisors
|
|
|
|
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|
Schnieders Capital Management Llc
|
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|
Royal London Asset Management Ltd
|
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|
Coldstream Capital Management Inc
|
|
|
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|
|
Argyle Capital Partners, LLC
|
|
|
|
|
|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
Aviance Capital Partners, LLC
|
|
|
|
|
|
Silverleafe Capital Partners, LLC
|
|
|
|
|
|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
|
|
|
|
AIA Group Ltd
|
|
|
|
|
|
Evoke Wealth, Llc
|
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|
|
|
|
PGGM Investments
|
|
|
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|
|
Park Avenue Securities Llc
|
|
|
|
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|
Houlihan Financial Resource Group, Ltd.
|
|
|
|
|
|
FTAG - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Indxx Global Agriculture ETF
|
|
|
|
|
|
Community Bank, N.A.
|
|
|
|
|
|
Wealthstar Advisors, Llc
|
|
|
|
|
|
Glass Wealth Management Co LLC
|
|
|
|
|
|
Snider Financial Group
|
|
|
|
|
|
Stone House Investment Management, LLC
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
|
|
|
|
|
Greenwich Wealth Management LLC
|
|
|
|
|
|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
|
|
|
|
Point72 Asia (Singapore) Pte. Ltd.
|
|
|
|
|
|
Union Savings Bank
|
|
|
|
|
|
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
|
|
|
|
|
Steigerwald, Gordon & Koch Inc.
|
|
|
|
|
|
FTWO - EA Series Trust - Strive FAANG 2.0 ETF
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
Crewe Advisors LLC
|
|
|
|
|
|
LFA - Lugano Financial Advisors SA
|
|
|
|
|
|
Panagora Asset Management Inc
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
Herold Advisors, Inc.
|
|
|
|
|
|
Mpwm Advisory Solutions, Llc
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
Nuveen Multi-Asset Income Fund
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
Callahan Advisors, LLC
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
FSCHX - FIDELITY SELECT PORTFOLIOS - Chemicals Portfolio
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
AUXAX - FORUM FUNDS - Auxier Focus Fund A Shares
|
|
|
|
|
|
FIL Ltd
|
|
|
|
|
|
MFRFX - MFS SERIES TRUST V - MFS Research Fund A
|
|
|
|
|
|
Stonegate Investment Group, LLC
|
|
|
|
|
|
Kovack Advisors, Inc.
|
|
|
|
|
|
AlTi Global, Inc.
|
|
|
|
|
|
CAPROCK Group, Inc.
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
|
|
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
|
|
|
|
|
|
Salvus Wealth Management, LLC
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Capital Growth Portfolio
|
|
|
|
|
|
Two Sigma Investments, Lp
|
|
|
|
|
|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
|
|
|
|
|
BLPIX - Profunds - Bull Profund Investor Class
|
|
|
|
|
|
FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund
|
|
|
|
|
|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
SOAVX - Spirit Of America Investment Fund Inc - Spirit Of America Large Cap Value Fund Class A
|
|
|
|
|
|
Schechter Investment Advisors, LLC
|
|
|
|
|
|
GNR - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) Global Natural Resources ETF
|
|
|
|
|
|
BMPIX - Profunds - Basic Materials Ultrasector Profund Investor Class
|
|
|
|
|
|
Oppenheimer Asset Management Inc.
|
|
|
|
|
|
LRND - IndexIQ ETF Trust - IQ U.S. Large Cap R&D Leaders ETF
|
|
|
|
|
|
OVEIX - Sterling Capital Funds - Sterling Capital Mid Value Fund Institutional Class
|
|
|
|
|
|
NANC - Tidal ETF Trust - Unusual Whales Subversive Democratic Trading ETF
|
|
|
|
|
|
Burke & Herbert Bank & Trust Co
|
|
|
|
|
|
Livelsberger Financial Advisory
|
|
|
|
|
|
GATEX - Gateway Trust - Gateway Fund Class A Shares
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
|
|
|
|
|
MAIMX - VICTORY PORTFOLIOS - Victory Integrity Mid-Cap Value Fund Class A
|
|
|
|
|
|
Grant Street Asset Management, Inc.
|
|
|
|
|
|
Thompson Investment Management, Inc.
|
|
|
|
|
|
Crowley Wealth Management, Inc.
|
|
|
|
|
|
West Financial Advisors, LLC
|
|
|
|
|
|
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares
|
|
|
|
|
|
VVJEX - Voya EQUITY TRUST - Voya VACS Series MCV Fund
|
|
|
|
|
|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Event Driven Equity Fund Investor A
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
Arcataur Capital Management LLC
|
|
|
|
|
|
Armstrong, Fleming & Moore, Inc
|
|
|
|
|
|
Accredited Wealth Management, LLC
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV
|
|
|
|
|
|
BERIX - CARILLON SERIES TRUST - Carillon Chartwell Income Fund Class Chartwell
|
|
|
|
|
|
NRES - DBX ETF TRUST - Xtrackers RREEF Global Natural Resources ETF
|
|
|
|
|
|
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio
|
|
|
|
|
|
JAENX - JANUS INVESTMENT FUND - Janus Henderson Enterprise Fund Class T
|
|
|
|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
|
|
|
|
Bingham Private Wealth, Llc
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Mellon Natural Resources Portfolio Initial Class
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
|
|
|
|
|
Nomura Holdings Inc
|
|
|
|
|
|
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
|
|
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST III - MFS Mid Cap Value Portfolio Initial Class
|
|
|
|
|
|
Lbmc Investment Advisors, Llc
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
Putnam ETF Trust - Putnam BioRevolution ETF -
|
|
|
|
|
|
North Capital, Inc.
|
|
|
|
|
|
Gemmer Asset Management LLC
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
DHJJ Financial Advisors, Ltd.
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
PENN SERIES FUNDS INC - Mid Cap Value Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
|
|
|
FSC Wealth Advisors, LLC
|
|
|
|
|
|
HELX - Franklin Templeton ETF Trust - Franklin Genomic Advancements ETF
|
|
|
|
|
|
FFNKX - VARIABLE INSURANCE PRODUCTS FUND IV - Materials Portfolio Initial Class
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
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|
|
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|
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A
|
|
|
|
|
|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Comstock Fund Series I
|
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|
|
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|
Seacrest Wealth Management, Llc
|
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|
Widmann Financial Services, Inc.
|
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|
Courier Capital Llc
|
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|
Marble Harbor Investment Counsel, LLC
|
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|
LBWAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Diversified US Large Cap Value Fund Class A
|
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|
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|
BRUDX - MFS SERIES TRUST X - MFS Blended Research Value Equity Fund A
|
|
|
|
|
|
Gillespie Robinson & Grimm Inc
|
|
|
|
|
|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
|
|
|
|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
|
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|
Ensign Peak Advisors, Inc
|
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|
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|
HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF
|
|
|
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|
PNRAX - PUTNAM INVESTMENT FUNDS - Putnam Research Fund Class A Shares
|
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|
AdvisorNet Financial, Inc
|
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QLV - FlexShares Trust - FlexShares US Quality Low Volatility Index Fund
|
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|
Silvercrest Asset Management Group Llc
|
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Beacon Pointe Advisors, LLC
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Kimelman & Baird, LLC
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Caldwell Securities, Inc
|
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Wolverine Trading, Llc
|
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SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
|
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|
Avidian Wealth Solutions, LLC
|
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|
Independence Bank of Kentucky
|
|
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|
Twin Peaks Wealth Advisors, LLC
|
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|
TQGEX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM Global Equity Fund
|
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Scopia Capital Management Lp
|
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Us Bancorp \de\
|
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Meeder Advisory Services, Inc.
|
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NEXTX - SHELTON FUNDS - Shelton Green Alpha Fund
|
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|
Calamos Advisors LLC
|
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|
TOWER TRUST & INVESTMENT Co
|
|
|
|
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|
VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio
|
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|
|
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|
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares
|
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|
Peak Financial Advisors Llc
|
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LPL Financial LLC
|
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JAGIX - JANUS INVESTMENT FUND - Janus Henderson Growth and Income Fund Class T
|
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|
Princeton Global Asset Management LLC
|
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Semmax Financial Advisors Inc.
|
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XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF
|
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Americana Partners, LLC
|
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|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
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|
New York State Common Retirement Fund
|
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|
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|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
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|
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|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
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|
Annandale Capital, LLC
|
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Howard Capital Management Inc.
|
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VMVIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Value Index Fund Investor Shares
|
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|
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1
|
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SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
|
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|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
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|
PGNAX - PRUDENTIAL JENNISON NATURAL RESOURCES FUND, INC. - PGIM Jennison Natural Resources Fund Class A
|
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Mbb Public Markets I Llc
|
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Hartford Investment Management Co
|
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UYM - PROSHARES TRUST - ProShares Ultra Basic Materials
|
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FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
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|
MMRFX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Real Assets Fund Class I
|
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|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
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State of New Jersey Common Pension Fund D
|
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Fruth Investment Management
|
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Klp Kapitalforvaltning As
|
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GAMMA Investing LLC
|
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SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
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|
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
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ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
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|
Peak6 Llc
|
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|
Oliver Lagore Vanvalin Investment Group
|
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|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
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|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
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|
Thompson Siegel & Walmsley Llc
|
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|
ACGIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Growth And Income Fund Class A
|
|
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|
TCI Wealth Advisors, Inc.
|
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|
ASB Consultores, LLC
|
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Terra Nova Asset Management LLC
|
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GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
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|
Secure Asset Management, LLC
|
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|
OAKMX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Fund Investor Class
|
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|
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF
|
|
|
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|
|
STXV - EA Series Trust - Strive 1000 Value ETF
|
|
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|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
|
|
|
|
|
Spectrum Wealth Counsel, LLC
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - New World Fund Class 1
|
|
|
|
|
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
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|
Union Bancaire Privee, UBP SA
|
|
|
|
|
|
McKinley Carter Wealth Services, Inc.
|
|
|
|
|
|
FXG - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Staples AlphaDEX Fund
|
|
|
|
|
|
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
Independent Wealth Network Inc.
|
|
|
|
|
|
Tcw Group Inc
|
|
|
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
|
|
|
|
|
Wesbanco Bank Inc
|
|
|
|
|
|
Albion Financial Group /ut
|
|
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|
|
|
Evelyn Partners Asset Management Ltd
|
|
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|
|
Lazard Asset Management Llc
|
|
|
|
|
|
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund
|
|
|
|
|
|
One Wealth Capital Management, Llc
|
|
|
|
|
|
HighMark Wealth Management LLC
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Global Real Estate Portfolio Class IB
|
|
|
|
|
|
Humankind Benefit Corp - Humankind US Stock ETF
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
|
|
Reuter James Wealth Management, Llc
|
|
|
|
|
|
SEEFX - SATURNA INVESTMENT TRUST - Saturna Sustainable Equity Fund
|
|
|
|
|
|
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
|
|
|
|
|
Perpetual Ltd
|
|
|
|
|
|
Financial Freedom, LLC
|
|
|
|
|
|
Plante Moran Financial Advisors, LLC
|
|
|
|
|
|
TGVOX - TCW FUNDS INC - TCW Relative Value Mid Cap Fund I Class
|
|
|
|
|
|
WealthTrust Axiom LLC
|
|
|
|
|
|
Belpointe Asset Management LLC
|
|
|
|
|
|
Corton Capital Inc.
|
|
|
|
|
|
Davis Capital Management
|
|
|
|
|
|
MorganRosel Wealth Management, LLC
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
|
|
|
|
|
Gladstone Institutional Advisory LLC
|
|
|
|
|
|
PBJ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Food & Beverage ETF
|
|
|
|
|
|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
Old National Bancorp /in/
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
MQS Management LLC
|
|
|
|
|
|
SPUS - Tidal ETF Trust - SP Funds S&P 500 Sharia Industry Exclusions ETF
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Equity Income Fund Class IA Shares
|
|
|
|
|
|
FNCRX - Franklin Strategic Series - Franklin Natural Resources Fund Class C
|
|
|
|
|
|
MCF Advisors LLC
|
|
|
|
|
|
Auxier Asset Management
|
|
|
|
|
|
Sprott Inc.
|
|
|
|
|
|
Wellington Shields Capital Management, LLC
|
|
|
|
|
|
Howland Capital Management Llc
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
Clear Harbor Asset Management, LLC
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
DFMAX - ADVISORS SERIES TRUST - Davidson Multi-Cap Equity Fund Class A
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
Gabelli Funds Llc
|
|
|
|
|
|
Peoples Financial Services Corp.
|
|
|
|
|
|
MWMIX - VanEck Funds - VanEck Morningstar Wide Moat Fund Class I
|
|
|
|
|
|
Capstone Investment Advisors, Llc
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
|
|
|
Garner Asset Management Corp
|
|
|
|
|
|
Advisory Alpha, LLC
|
|
|
|
|
|
Legacy Financial Group LLC
|
|
|
|
|
|
Elyxium Wealth, LLC
|
|
|
|
|
|
Avantax Planning Partners, Inc.
|
|
|
|
|
|
Cim Investment Mangement Inc
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
Sarver Vrooman Wealth Advisors
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
Cohen Capital Management, Inc.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
|
|
|
|
|
JPME - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF
|
|
|
|
|
|
SCORX - SATURNA INVESTMENT TRUST - Sextant Core Fund
|
|
|
|
|
|
MDDAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Diversified Value Fund Class A
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
Addison Advisors LLC
|
|
|
|
|
|
Welch & Forbes Llc
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
RTXAX - RUSSELL INVESTMENT CO - Tax-Managed Real Assets Fund Class A
|
|
|
|
|
|
Freestone Capital Holdings, LLC
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
U S Global Investors Inc
|
|
|
|
|
|
3Chopt Investment Partners, LLC
|
|
|
|
|
|
Strengthening Families & Communities, LLC
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
Iron Horse Wealth Management, LLC
|
|
|
|
|
|
Insight Wealth Strategies, LLC
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
MASTERINVEST Kapitalanlage GmbH
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
Avestar Capital, LLC
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
AAUTX - THRIVENT MUTUAL FUNDS - Thrivent Large Cap Value Fund Class A
|
|
|
|
|
|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
|
|
|
|
Achmea Investment Management B.V.
|
|
|
|
|
|
ESL Trust Services, LLC
|
|
|
|
|
|
Ritter Daniher Financial Advisory LLC / DE
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
Syverson Strege & Co
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
IFG Advisors, LLC
|
|
|
|
|
|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
|
|
|
|
|
CNB Bank
|
|
|
|
|
|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
FCMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value K6 Fund
|
|
|
|
|
|
iA Global Asset Management Inc.
|
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
Saturna Capital CORP
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
Meridian Wealth Management, LLC
|
|
|
|
|
|
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund
|
|
|
|
|
|
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
|
|
|
|
|
Evercore Wealth Management, LLC
|
|
|
|
|
|
Zhang Financial LLC
|
|
|
|
|
|
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
|
|
|
|
|
|
Maryland Capital Advisors Inc.
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
Horizon Funds - HORIZON EXPEDITION PLUS ETF
|
|
|
|
|
|
Colonial River Wealth Management, LLC
|
|
|
|
|
|
Institute for Wealth Management, LLC.
|
|
|
|
|
|
Summit Financial, LLC
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3
|
|
|
|
|
|
Diversified Enterprises, LLC
|
|
|
|
|
|
Piscataqua Savings Bank
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
Beaird Harris Wealth Management, LLC
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
|
|
|
|
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
Klingman & Associates, LLC
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
|
Ellevest, Inc.
|
|
|
|
|
|
Westside Investment Management, Inc.
|
|
|
|
|
|
First PREMIER Bank
|
|
|
|
|
|
Meridian Investment Counsel Inc.
|
|
|
|
|
|
Miller Financial Services LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1
|
|
|
|
|
|
Conning Inc.
|
|
|
|
|
|
Everpar Advisors Llc
|
|
|
|
|
|
Dynamic Wealth Strategies, LLC
|
|
|
|
|
|
Alpha Family Trust
|
|
|
|
|
|
Czech National Bank
|
|
|
|
|
|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
Chevy Chase Trust Holdings, Inc.
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
Windward Capital Management Co /ca
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
Parsons Capital Management Inc/ri
|
|
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JABLX - JANUS ASPEN SERIES - Janus Henderson Balanced Portfolio Service Shares
|
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SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
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Blackrock Enhanced Equity Dividend Trust
|
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|
Columbia Funds Variable Series Trust II - CTIVP - MFS Value Fund Class 1
|
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|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
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Bokf, Na
|
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Entropy Technologies, LP
|
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ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
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Mutual Advisors, LLC
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TRANSAMERICA SERIES TRUST - Transamerica Janus Mid-Cap Growth VP Initial
|
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|
Sagespring Wealth Partners, Llc
|
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Perkins Coie Trust Co
|
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Wealth Watch Advisors, INC
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J.w. Cole Advisors, Inc.
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Wealthspire Advisors, LLC
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Anchor Investment Management, LLC
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THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A
|
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JABAX - JANUS INVESTMENT FUND - Janus Henderson Balanced Fund Class T
|
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Nuveen S&p 500 Buywrite Income Fund
|
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Mv Capital Management, Inc.
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HighTower Advisors, LLC
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
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FTXG - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Nasdaq Food & Beverage ETF
|
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Alethea Capital Management, Llc
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National Pension Service
|
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FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
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D. E. Shaw & Co., Inc.
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QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
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RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
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Resources Management Corp /ct/ /adv
|
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Chicago Capital, LLC
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Intech Investment Management Llc
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Prospera Financial Services Inc
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Simplex Trading, Llc
|
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SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
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PAX Financial Group, LLC
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ACWV - iShares, Inc. - iShares Edge MSCI Min Vol Global ETF
|
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CWA Asset Management Group, LLC
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NOSIX - Northern Funds - Northern Stock Index Fund
|
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JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
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Wells Fargo & Company/mn
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Pacific Center for Financial Services
|
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Coastal Bridge Advisors, LLC
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EHLS - Tidal Trust II - Even Herd Long Short ETF
|
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OneAscent Financial Services LLC
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MOO - VanEck Vectors ETF Trust - VanEck Vectors Agribusiness ETF
|
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Hedges Asset Management LLC
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Olstein Capital Management, L.P.
|
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Public Employees Retirement Association Of Colorado
|
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Pinney & Scofield, Inc.
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Columbia Asset Management
|
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PEVC - Pacer Funds Trust - Pacer PE/VC ETF
|
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GUNR - FlexShares Trust - FlexShares Morningstar Global Upstream Natural Resources Index Fund
|
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Zwj Investment Counsel Inc
|
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Ameliora Wealth Management Ltd.
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Garda Capital Partners Lp
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AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
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Provenance Wealth Advisors, LLC
|
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Walnut Level Capital LLC
|
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Nisa Investment Advisors, Llc
|
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FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
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SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
|
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SZNE - Pacer Funds Trust - Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF
|
|
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Cheviot Value Management, LLC
|
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IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF
|
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|
Squarepoint Ops LLC
|
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|
Natixis
|
|
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Family Legacy Financial Solutions, LLC
|
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Mutual Of America Capital Management Llc
|
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Woodley Farra Manion Portfolio Management Inc
|
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Jackson, Grant Investment Advisers, Inc.
|
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Graham Capital Management, L.P.
|
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Tokio Marine Asset Management Co Ltd
|
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MTM Investment Management, LLC
|
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Pinnbrook Capital Management Lp
|
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FBLEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Stock Selector Large Cap Value Fund
|
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|
Westover Capital Advisors, LLC
|
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JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
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|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
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|
|
IVE - iSHARES TRUST - iShares S&P 500 Value ETF
|
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
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|
Fmr Llc
|
|
|
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|
|
Ameriflex Group, Inc.
|
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FARMX - FIDELITY SUMMER STREET TRUST - Fidelity Agricultural Productivity Fund
|
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|
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|
ANEW - PROSHARES TRUST - ProShares MSCI Transformational Changes ETF
|
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|
ARIQX - Aristotle Funds Series Trust - Aristotle Value Equity Fund Class I
|
|
|
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|
|
Franklin Street Advisors Inc /nc
|
|
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|
|
|
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
|
|
|
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|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
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|
South Plains Financial, Inc.
|
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|
|
Mainstay Capital Management Llc /adv
|
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|
Oakworth Capital, Inc.
|
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QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
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|
Allred Capital Management, LLC
|
|
|
|
|
|
IFPUX - Advisers Investment Trust - Independent Franchise Partners US Equity Fund
|
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|
|
Cape Investment Advisory, Inc.
|
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|
Financial Management Professionals, Inc.
|
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|
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|
DALVX - Dunham Funds - Dunham Large Cap Value Fund Class A
|
|
|
|
|
|
Essex Financial Services, Inc.
|
|
|
|
|
|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
|
|
|
|
|
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
|
|
|
|
|
|
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Core Equity Portfolio Initial Class
|
|
|
|
|
|
Davis R M Inc
|
|
|
|
|
|
Park Square Financial Group, LLC
|
|
|
|
|
|
Tiaa Trust, National Association
|
|
|
|
|
|
Burney Co/
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
NXTV - Simplify Exchange Traded Funds - Simplify Next Intangible Value Index ETF
|
|
|
|
|
|
MAGA - ETF Series Solutions - Point Bridge GOP Stock Tracker ETF
|
|
|
|
|
|
Cohen Klingenstein LLC
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
Searle & Co.
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
ROSS\JOHNSON & Associates LLC
|
|
|
|
|
|
Wealthcare Advisory Partners LLC
|
|
|
|
|
|
LGT Financial Advisors LLC
|
|
|
|
|
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
Hallmark Capital Management Inc
|
|
|
|
|
|
First Business Financial Services, Inc.
|
|
|
|
|
|
TFPN - Tidal Trust II - Blueprint Chesapeake Multi-Asset Trend ETF
|
|
|
|
|
|
Investment Research & Advisory Group, Inc.
|
|
|
|
|
|
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
|
|
|
|
|
|
Moors & Cabot, Inc.
|
|
|
|
|
|
Mesirow Financial Investment Management, Inc.
|
|
|
|
|
|
Pandora Wealth, Inc.
|
|
|
|
|
|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
|
|
|
|
|
Premier Path Wealth Partners, LLC
|
|
|
|
|
|
Generali Asset Management SPA SGR
|
|
|
|
|
|
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund
|
|
|
|
|
|
FTCE - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust New Constructs Core Earnings Leaders ETF
|
|
|
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
|
|
|
|
|
|
Sendero Wealth Management, LLC
|
|
|
|
|
|
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
|
|
|
|
|
NEOS Investment Management LLC
|
|
|
|
|
|
Washington Trust Advisors, Inc.
|
|
|
|
|
|
Strategic Planning, Inc.
|
|
|
|
|
|
Essex LLC
|
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT Natural Resources Portfolio Class IB
|
|
|
|
|
|
Kentucky Retirement Systems
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
|
RYOIX - RYDEX SERIES FUNDS - Biotechnology Fund Investor Class
|
|
|
|
|
|
Eagle Bay Advisors LLC
|
|
|
|
|
|
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
|
|
|
|
|
|
King Luther Capital Management Corp
|
|
|
|
|
|
Catalyst Financial Partners Llc
|
|
|
|
|
|
Sentry Investment Management Llc
|
|
|
|
|
|
Citizens National Bank Trust Department
|
|
|
|
|
|
MBOVX - M FUND INC - M Large Cap Value Fund
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
|
|
|
|
|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
RPAR - Tidal ETF Trust - RPAR Risk Parity ETF
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
Sig Brokerage, Lp
|
|
|
|
|
|
Harvest Fund Management Co., Ltd
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Janus Enterprise Portfolio Class IB
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
|
|
|
|
|
|
Hilltop National Bank
|
|
|
|
|
|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P
|
|
|
|
|
|
Howard Hughes Medical Institute
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
NEWFX - NEW WORLD FUND INC - NEW WORLD FUND INC Class A
|
|
|
|
|
|
National Asset Management, Inc.
|
|
|
|
|
|
Armstrong Advisory Group, Inc
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
|
|
RYBIX - RYDEX SERIES FUNDS - Basic Materials Fund Investor Class
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
|
|
|
|
Quent Capital, LLC
|
|
|
|
|
|
ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A
|
|
|
|
|
|
LKBAX - LKCM Funds - LKCM Balanced Fund
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
|
|
Linscomb & Williams, Inc.
|
|
|
|
|
|
Ironwood Wealth Management, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Nations Financial Group Inc, /ia/ /adv
|
|
|
|
|
|
Parcion Private Wealth LLC
|
|
|
|
|
|
Old Second National Bank Of Aurora
|
|
|
|
|
|
Frank, Rimerman Advisors LLC
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Biotechnology Fund Variable Annuity
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
GenTrust, LLC
|
|
|
|
|
|
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
|
|
Checchi Capital Advisers, LLC
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
Waterloo Capital, L.P.
|
|
|
|
|
|
PDS Planning, Inc
|
|
|
|
|
|
Stephenson National Bank & Trust
|
|
|
|
|
|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
|
|
|
|
Bridgewater Advisors Inc.
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
LVW Advisors, LLC
|
|
|
|
|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
|
|
CMNWX - PRINCIPAL FUNDS INC - Principal Capital Appreciation Fund (fka West Coast Equity Fund) Class A
|
|
|
|
|
|
Uncommon Cents Investing LLC
|
|
|
|
|
|
Park Place Capital Corp
|
|
|
|
|
|
Tocqueville Asset Management L.p.
|
|
|
|
|
|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
|
|
|
CRIMX - CRM Mutual Fund Trust - CRM MID CAP VALUE FUND INSTITUTIONAL
|
|
|
|
|
|
Centennial Bank/AR/
|
|
|
|
|
|
GMOYX - GMO TRUST - GMO Resource Transition Fund Class VI
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
Intrua Financial, LLC
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
Enhancing Capital LLC
|
|
|
|
|
|
MOTG - VanEck Vectors ETF Trust - VanEck Vectors Morningstar Global Wide Moat ETF
|
|
|
|
|
|
Hrt Financial Lp
|
|
|
|
|
|
NorthRock Partners, LLC
|
|
|
|
|
|
Sabal Trust CO
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Morningstar Wide Moat Index Fund (A)
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
OALVX - Optimum Fund Trust - Optimum Large Cap Value Fund Class A
|
|
|
|
|
|
Sigma Planning Corp
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
Intact Investment Management Inc.
|
|
|
|
|
|
MVCAX - MFS SERIES TRUST XI - MFS Mid Cap Value Fund A
|
|
|
|
|
|
Savoie Capital LLC
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
CHICAGO TRUST Co NA
|
|
|
|
|
|
Moller Financial Services
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
HAP - VanEck Vectors ETF Trust - VanEck Vectors Natural Resources ETF
|
|
|
|
|
|
Addison Capital Co
|
|
|
|
|
|
Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a)
|
|
|
|
|
|
Ritholtz Wealth Management
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
|
|
|
|
|
Fourth Dimension Wealth, LLC
|
|
|
|
|
|
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
|
|
|
|
|
|
Bnp Paribas
|
|
|
|
|
|
Holderness Investments Co
|
|
|
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Swiss National Bank
|
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|
Pathstone Holdings, LLC
|
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|
|
|
|
Andra AP-fonden
|
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|
IVGAX - Voya INVESTORS TRUST - VY(R) Invesco Growth and Income Portfolio Class ADV
|
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|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
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|
VYGNX - Voya EQUITY TRUST - Voya Global Multi-Asset Fund Class R6
|
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|
|
Staley Capital Advisers Inc
|
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|
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|
Rossby Financial, LCC
|
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|
ACSTX - Aim Sector Funds (invesco Sector Funds) - Invesco Comstock Fund Class A
|
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|
Koesten, Hirschmann & Crabtree, INC.
|
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Stanley Capital Management, LLC
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|
Putnam ETF Trust - Putnam Focused Large Cap Value ETF -
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|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
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|
Rogco, Lp
|
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|
Blair William & Co/il
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Principle Wealth Partners Llc
|
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Orion Portfolio Solutions, LLC
|
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|
AlphaCore Capital LLC
|
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|
|
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
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|
Ameriprise Financial Inc
|
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|
Leavell Investment Management, Inc.
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EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
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Level Four Advisory Services, Llc
|
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PUTNAM FUNDS TRUST - Putnam Focused Equity Fund Class A
|
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|
Farmers & Merchants Investments Inc
|
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|
Northwest Capital Management Inc
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|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
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|
Royal Bank Of Canada
|
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|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
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Penobscot Investment Management Company, Inc.
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Invesco Ltd.
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SCHG - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Growth ETF
|
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|
Fullcircle Wealth Llc
|
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|
Police & Firemen's Retirement System of New Jersey
|
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PBW - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco WilderHill Clean Energy ETF
|
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First Merchants Corp
|
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Capital Investment Advisory Services, LLC
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PYZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Basic Materials Momentum ETF
|
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Glen Eagle Advisors, LLC
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Vestcor Inc
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VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
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CTC Alternative Strategies, Ltd.
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Roble, Belko & Company, Inc
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Baldwin Investment Management, LLC
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PPQMX - PRINCIPAL FUNDS, INC. - MidCap Growth Fund III R-3
|
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Zions Bancorporation, National Association /ut/
|
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Riggs Asset Managment Co. Inc.
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Engineers Gate Manager LP
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Guyasuta Investment Advisors Inc
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FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund
|
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CSMEX - CARILLON SERIES TRUST - Carillon Scout Mid Cap Fund Class A
|
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DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF
|
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Studio Investment Management Llc
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First National Bank & Trust Co Of Newtown
|
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Mark Sheptoff Financial Planning, Llc
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SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
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Brighton Jones Llc
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MML Series Investment Fund II - MML Equity Fund Initial Class
|
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Keel Point, LLC
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Ingalls & Snyder Llc
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DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
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SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund
|
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|
CBIZ Investment Advisory Services, LLC
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Atomi Financial Group, Inc.
|
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FFIDX - FIDELITY HASTINGS STREET TRUST - Fidelity Fund
|
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FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
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|
Aull & Monroe Investment Management Corp
|
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Optimum Investment Advisors
|
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Primecap Management Co/ca/
|
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Phoenix Holdings Ltd.
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Sciencast Management LP
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Callan Family Office, LLC
|
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|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
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|
Patrick M Sweeney & Associates, Inc
|
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|
Headlands Technologies LLC
|
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|
Amundi
|
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|
Axxcess Wealth Management, Llc
|
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|
Global View Capital Management LLC
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|
Mather Group, Llc.
|
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|
AE Wealth Management LLC
|
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|
Institutional Investment Strategy Fund
|
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Citadel Advisors Llc
|
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|
Commerzbank Aktiengesellschaft /fi
|
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|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
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|
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|
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class
|
|
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|
Savant Capital, LLC
|
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|
Sittner & Nelson, Llc
|
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|
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A
|
|
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|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
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|
|
|
ProShare Advisors LLC
|
|
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|
|
Ironwood Investment Counsel, LLC
|
|
|
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|
|
Kentucky Trust Co
|
|
|
|
|
|
KOMP - SPDR SERIES TRUST - SPDR S&P Kensho New Economies Composite ETF
|
|
|
|
|
|
FFGCX - FIDELITY INVESTMENT TRUST - Fidelity Global Commodity Stock Fund
|
|
|
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|
Central Pacific Bank - Trust Division
|
|
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|
|
|
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF
|
|
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|
|
|
BLACKROCK NATURAL RESOURCES TRUST - BLACKROCK NATURAL RESOURCES TRUST Investor A
|
|
|
|
|
|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
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|
Fortis Group Advisors, LLC
|
|
|
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|
|
Farmers & Merchants Trust Co of Chambersburg PA
|
|
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|
|
Personal Cfo Solutions, Llc
|
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|
|
Huntington National Bank
|
|
|
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|
|
Ntv Asset Management Llc
|
|
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|
|
Hartland & Co., LLC
|
|
|
|
|
|
Dai-Ichi Life Insurance Company, Ltd
|
|
|
|
|
|
CCMG - EA Series Trust - CCM Global Equity ETF
|
|
|
|
|
|
Bell & Brown Wealth Advisors, Llc
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
|
|
|
|
|
ACEIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equity And Income Fund Class A
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
|
|
Joel Isaacson & Co., LLC
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Commodity Strategies Fund Investor A Shares
|
|
|
|
|
|
Bahl & Gaynor Inc
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
Adage Capital Partners Gp, L.l.c.
|
|
|
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|
|
Sawgrass Asset Management Llc
|
|
|
|
|
|
Rakuten Securities, Inc.
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
Scientech Research LLC
|
|
|
|
|
|
NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A
|
|
|
|
|
|
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
|
|
|
|
|
17 Capital Partners, Llc
|
|
|
|
|
|
E. Ohman J:or Asset Management AB
|
|
|
|
|
|
Arista Wealth Management, LLC
|
|
|
|
|
|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
SAOOX - BERNSTEIN SANFORD C FUND INC - Overlay A Portfolio Class 1
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
|
J. Safra Sarasin Holding AG
|
|
|
|
|
|
FSLVX - FIDELITY DEVONSHIRE TRUST - Fidelity Stock Selector Large Cap Value Fund
|
|
|
|
|
|
BLB&B Advisors, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
|
|
|
|
New Mexico Educational Retirement Board
|
|
|
|
|
|
Rinkey Investments
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
K.J. Harrison & Partners Inc
|
|
|
|
|
|
Townsquare Capital Llc
|
|
|
|
|
|
Binnacle Investments Inc
|
|
|
|
|
|
MidWestOne Financial Group, Inc.
|
|
|
|
|
|
Jeppson Wealth Management, Llc
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Value Portfolio Class A
|
|
|
|
|
|
Gsa Capital Partners Llp
|
|
|
|
|
|
YHB Investment Advisors, Inc.
|
|
|
|
|
|
HEAT - Touchstone ETF Trust - Touchstone Climate Transition ETF
|
|
|
|
|
|
Swedbank AB
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares
|
|
|
|
|
|
Pitcairn Co
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
Pacifica Partners Inc.
|
|
|
|
|
|
Hosking Partners LLP
|
|
|
|
|
|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Equity Income Account Class 1
|
|
|
|
|
|
Busey Wealth Management
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
|
|
|
ACVF - ETF Opportunities Trust - American Conservative Values ETF
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
|
|
|
|
|
FFLV - FIDELITY COVINGTON TRUST - Fidelity Fundamental Large Cap Value ETF
|
|
|
|
|
|
Financial Advisory Corp /ut/ /adv
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
Morse Asset Management, Inc
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
Prelude Capital Management, Llc
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
|
Kingswood Wealth Advisors, Llc
|
|
|
|
|
|
Meiji Yasuda Asset Management Co Ltd.
|
|
|
|
|
|
Focus Financial Network, Inc.
|
|
|
|
|
|
Ostrum Asset Management
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund
|
|
|
|
|
|
Diversified Trust Co
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
Vontobel Holding Ltd.
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
Truvestments Capital Llc
|
|
|
|
|
|
USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF
|
|
|
|
|
|
SOA Wealth Advisors, LLC.
|
|
|
|
|
|
Tandem Investment Advisors, Inc.
|
|
|
|
|
|
Illinois Municipal Retirement Fund
|
|
|
|
|
|
Dodge & Cox
|
|
|
|
|
|
Power Wealth Management Llc
|
|
|
|
|
|
Foundations Investment Advisors, LLC
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
S&t Bank/pa
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
Versor Investments LP
|
|
|
|
|
|
Chickasaw Capital Management Llc
|
|
|
|
|
|
Granite FO LLC
|
|
|
|
|
|
StoneX Group Inc.
|
|
|
|
|
|
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
|
|
|
|
|
|
FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF
|
|
|
|
|
|
Noble Wealth Management PBC
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
PY - Principal Exchange-Traded Funds - Principal Shareholder Yield Index ETF
|
|
|
|
|
|
Bleakley Financial Group, LLC
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
Mfg Wealth Management, Inc.
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
Schiavi & Co LLC
|
|
|
|
|
|
Exchange Capital Management, Inc.
|
|
|
|
|
|
Golden State Equity Partners
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
|
Essex Savings Bank
|
|
|
|
|
|
IVEG - iSHARES TRUST - iShares Emergent Food and AgTech Multisector ETF
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
Gables Capital Management Inc.
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
RSPM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Materials ETF
|
|
|
|
|
|
FUNL - Advisor Managed Portfolios - CornerCap Fundametrics Large-Cap ETF
|
|
|
|
|
|
IMCG - iSHARES TRUST - iShares Morningstar Mid-Cap Growth ETF
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
Quantitative Investment Management, LLC
|
|
|
|
|
|
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
|
|
|
|
|
Silverberg Bernstein Capital Management LLC
|
|
|
|
|
|
Spartan Planning & Wealth Management
|
|
|
|
|
|
Peapack Gladstone Financial Corp
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
Worldquant Millennium Advisors Llc
|
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
|
PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares
|
|
|
|
|
|
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
|
|
|
|
|
STXG - EA Series Trust - Strive 1000 Growth ETF
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
William B. Walkup & Associates, Inc.
|
|
|
|
|
|
Global Trust Asset Management, LLC
|
|
|
|
|
|
Hazlett, Burt & Watson, Inc.
|
|
|
|
|
|
Promus Capital, LLC
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
Evelyn Partners Investment Management Services Ltd
|
|
|
|
|
|
ANWPX - NEW PERSPECTIVE FUND - NEW PERSPECTIVE FUND Class A
|
|
|
|
|
|
Gateway Investment Advisers Llc
|
|
|
|
|
|
Aspect Partners, LLC
|
|
|
|
|
|
Tompkins Financial Corp
|
|
|
|
|
|
JAAGX - JANUS ASPEN SERIES - Janus Henderson Enterprise Portfolio Service Shares
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
Syon Capital Llc
|
|
|
|
|
|
Congress Wealth Management LLC / DE /
|
|
|
|
|
|
Point72 Asset Management, L.P.
|
|
|
|
|
|
Clifford Swan Investment Counsel Llc
|
|
|
|
|
|
Lombard Odier Asset Management (Switzerland) SA
|
|
|
|
|
|
Blume Capital Management, Inc.
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
Canandaigua National Bank & Trust Co
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A
|
|
|
|
|
|
GVLU - Tidal ETF Trust - Gotham 1000 Value ETF
|
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|
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|
OMERS ADMINISTRATION Corp
|
|
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|
FUKOKU MUTUAL LIFE INSURANCE Co
|
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|
Robeco Institutional Asset Management B.V.
|
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|
Sherbrooke Park Advisers Llc
|
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|
Bridges Investment Management Inc
|
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|
BLACKROCK EQUITY DIVIDEND FUND - BLACKROCK EQUITY DIVIDEND FUND Investor A
|
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|
|
|
|
Credential Qtrade Securities Inc.
|
|
|
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|
Trifecta Capital Advisors, LLC
|
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|
Sunbelt Securities, Inc.
|
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|
ISAM Funds (UK) Ltd
|
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|
Modern Wealth Management, LLC
|
|
|
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|
Hollencrest Capital Management
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. American Value Fund Series I
|
|
|
|
|
|
Nova Wealth Management, Inc.
|
|
|
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|
ORG Wealth Partners, LLC
|
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|
Ascent Group, LLC
|
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|
UMA Financial Services, Inc.
|
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MAI Capital Management
|
|
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PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
Coston, McIsaac & Partners
|
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|
|
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|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
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|
|
PYVLX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Equity Income Fund (Investor Class)
|
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|
Kestra Private Wealth Services, Llc
|
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|
|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
|
|
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|
Eaton Vance Tax-managed Buy-write Opportunities Fund
|
|
|
|
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|
O'shaughnessy Asset Management, Llc
|
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Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
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Northwestern Mutual Wealth Management Co
|
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Argyle Capital Management Inc.
|
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PRDAX - PRINCIPAL FUNDS INC - Diversified Real Asset Fund Class A
|
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|
PRNEX - T. Rowe Price New Era Fund, Inc. - T. Rowe Price New Era Fund, Inc.
|
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QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
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VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
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Cozad Asset Management Inc
|
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Massachusetts Financial Services Co /ma/
|
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GIMFX - GMO TRUST - GMO Implementation Fund
|
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Hanson & Doremus Investment Management
|
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|
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|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
|
|
|
|
|
VWNFX - VANGUARD WINDSOR FUNDS - Vanguard Windsor II Fund Investor Shares
|
|
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Great Valley Advisor Group, Inc.
|
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DEUTSCHE DWS VARIABLE SERIES I - DWS Core Equity VIP Class A
|
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|
Glenmede Trust Co Na
|
|
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Global Wealth Strategies & Associates
|
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|
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio
|
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|
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Profunds - Profund Vp Basic Materials
|
|
|
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Catalytic Wealth RIA, LLC
|
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Rockefeller Capital Management L.P.
|
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Mirabella Financial Services Llp
|
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Redwood Park Advisors LLC
|
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Jnl Series Trust - Jnl/blackrock Global Natural Resources Fund (a)
|
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|
TRANSAMERICA SERIES TRUST - Transamerica Janus Balanced VP Service
|
|
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|
PrairieView Partners, LLC
|
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Proffitt & Goodson Inc
|
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MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
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QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
|
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|
Bragg Financial Advisors, Inc
|
|
|
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Financial Network Wealth Advisors LLC
|
|
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POSKX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Stock Fund
|
|
|
|
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|
Moisand Fitzgerald Tamayo, LLC
|
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|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
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|
Diligent Investors, LLC
|
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|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
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IYK - iSHARES TRUST - iShares U.S. Consumer Goods ETF
|
|
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|
Public Employees Retirement System Of Ohio
|
|
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ABEQ - Unified Series Trust - Absolute Core Strategy Etf
|
|
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|
|
|
LRGC - AB Active ETFs, Inc. - AB US Large Cap Strategic Equities ETF
|
|
|
|
|
|
Jain Global LLC
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
|
|
|
|
Ball & Co Wealth Management Inc.
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
Estabrook Capital Management
|
|
|
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|
Westpac Banking Corp
|
|
|
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|
Dfa Investment Trust Co - The U.s. Large Cap Value Series
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equity And Income Fund Series I
|
|
|
|
|
|
Sage Mountain Advisors LLC
|
|
|
|
|
|
Miracle Mile Advisors, LLC
|
|
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|
Supplemental Annuity Collective Trust of NJ
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
Hayek Kallen Investment Management
|
|
|
|
|
|
TD Capital Management LLC
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
|
|
|
|
|
Monetary Management Group Inc
|
|
|
|
|
|
LGVAX - Legg Mason Global Asset Management Trust - ClearBridge Value Trust Class A
|
|
|
|
|
|
Woodline Partners LP
|
|
|
|
|
|
Graypoint LLC
|
|
|
|
|
|
Onefund, Llc
|
|
|
|
|
|
USS Investment Management Ltd
|
|
|
|
|
|
J. W. Coons Advisors, LLC
|
|
|
|
|
|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
|
|
|
|
|
MLVAX - MFS SERIES TRUST I - MFS Low Volatility Equity Fund A
|
|
|
|
|
|
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
|
|
|
|
|
|
Gamco Natural Resources, Gold & Income Trust
|
|
|
|
|
|
Clarius Group, LLC
|
|
|
|
|
|
FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A
|
|
|
|
|
|
Summit Place Financial Advisors, LLC
|
|
|
|
|
|
Bangor Savings Bank
|
|
|
|
|
|
Rafferty Asset Management, LLC
|
|
|
|
|
|
AustralianSuper Pty Ltd
|
|
|
|
|
|
Bell Bank
|
|
|
|
|
|
Leo Wealth, LLC
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
STRV - EA Series Trust - Strive 500 ETF
|
|
|
|
|
|
Tidemark, LLC
|
|
|
|
|
|
LVPIX - Profunds - Large-cap Value Profund Investor Class
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
|
|
|
|
|
Archer Investment Corp
|
|
|
|
|
|
CAPE - DoubleLine ETF Trust - DoubleLine Shiller CAPE U.S. Equities ETF
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
QCGRRX - COLLEGE RETIREMENT EQUITIES FUND - Growth Account Class R1
|
|
|
|
|
|
Sompo Japan Nipponkoa Asset Management Co.,ltd.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Capital Group Research Portfolio Class IB
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
Cito Capital Group, LLC
|
|
|
|
|
|
Hager Investment Management Services, Llc
|
|
|
|
|
|
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
|
|
|
|
|
|
B. Metzler seel. Sohn & Co. AG
|
|
|
|
|
|
Glenview Trust Co
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
Lakewood Asset Management LLC
|
|
|
|
|
|
Independent Franchise Partners LLP
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
Bradley Foster & Sargent Inc/ct
|
|
|
|
|
|
apricus wealth, LLC
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
Ninety One UK Ltd
|
|
|
|
|
|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
|
|
|
|
|
Northeast Investment Management
|
|
|
|
|
|
Brandywine Oak Private Wealth Llc
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
VVOAX - Aim Sector Funds (invesco Sector Funds) - Invesco Value Opportunities Fund Class A
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
Cidel Asset Management Inc
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
Factory Mutual Insurance Co
|
|
|
|
|
|
Crestwood Advisors Group LLC
|
|
|
|
|
|
DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A
|
|
|
|
|
|
PRAFX - T. Rowe Price Real Assets Fund, Inc. - T. Rowe Price Real Assets Fund, Inc.
|
|
|
|
|
|
Capital Investment Advisors, LLC
|
|
|
|
|
|
Yaupon Capital Management LP
|
|
|
|
|
|
Centricity Wealth Management, LLC
|
|
|
|
|
|
Quest 10 Wealth Builders, Inc.
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
Candriam Luxembourg S.C.A.
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
Adviser Investments LLC
|
|
|
|
|
|
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF
|
|
|
|
|
|
Caxton Associates Llp
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
|
|
|
|
Great Diamond Partners, LLC
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
Pointe Capital Management LLC
|
|
|
|
|
|
Guggenheim Strategic Opportunities Fund
|
|
|
|
|
|
MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
XLB - SELECT SECTOR SPDR TRUST - The Materials Select Sector SPDR Fund
|
|
|
|
|
|
RIA Advisory Group LLC
|
|
|
|
|
|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
|
|
|
|
|
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
|
|
|
|
|
Fortis Capital Advisors, LLC
|
|
|
|
|
|
HLAL - Listed Funds Trust - Wahed FTSE USA Shariah ETF
|
|
|
|
|
|
SCS Capital Management LLC
|
|
|
|
|
|
Midwest Trust Co
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
Clear Street Markets Llc
|
|
|
|
|
|
Group One Trading, L.p.
|
|
|
|
|
|
Wedmont Private Capital
|
|
|
|
|
|
Raiffeisen Bank International AG
|
|
|
|
|
|
Concorde Financial Corp
|
|
|
|
|
|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
|
|
|
|
|
Beacon Financial Group
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
Pineridge Advisors LLC
|
|
|
|
|
|
FEAC - FIDELITY COVINGTON TRUST - Fidelity Enhanced U.S. All-Cap Equity ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Dividend Value Managed Volatility Fund Standard Class
|
|
|
|
|
|
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Mid Cap Core Equity Fund Series I
|
|
|
|
|
|
Good Life Advisors, LLC
|
|
|
|
|
|
Atticus Wealth Management, Llc
|
|
|
|
|
|
Sovereign Financial Group, Inc.
|
|
|
|
|
|
Columbus Macro, LLC
|
|
|
|
|
|
Garde Capital, Inc.
|
|
|
|
|
|
CAMX - ADVISORS' INNER CIRCLE FUND - Cambiar Aggressive Value ETF
|
|
|
|
|
|
JAMVX - JANUS ASPEN SERIES - Janus Henderson Mid Cap Value Portfolio Service Shares
|
|
|
|
|
|
Savvy Advisors, Inc.
|
|
|
|
|
|
Pittenger & Anderson Inc
|
|
|
|
|
|
Qsemble Capital Management, LP
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
Beaton Management Co. Inc.
|
|
|
|
|
|
Banque Pictet & Cie Sa
|
|
|
|
|
|
Solstein Capital, LLC
|
|
|
|
|
|
HBK Sorce Advisory LLC
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - NATURAL RESOURCES PORTFOLIO Class I
|
|
|
|
|
|
Siemens Fonds Invest GmbH
|
|
|
|
|
|
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
|
|
|
|
|
Cibc World Markets Corp
|
|
|
|
|
|
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
|
|
|
|
|
Mediolanum International Funds Ltd
|
|
|
|
|
|
Forsta Ap-fonden
|
|
|
|
|
|
YOKE - EA Series Trust - Yoke Core ETF
|
|
|
|
|
|
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
Venture Visionary Partners LLC
|
|
|
|
|
|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
|
|
|
|
|
Gts Securities Llc
|
|
|
|
|
|
Strategic Investment Solutions, Inc. /IL
|
|
|
|
|
|
VCIGX - VALIC Co I - Dividend Value Fund
|
|
|
|
|
|
ExodusPoint Capital Management, LP
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
|
|
|
|
|
Hilltop Holdings Inc.
|
|
|
|
|
|
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
|
|
|
|
|
IMAYX - IVY FUNDS - Ivy Apollo Multi-Asset Income Fund Class Y
|
|
|
|
|
|
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares
|
|
|
|
|
|
FMAT - FIDELITY COVINGTON TRUST - Fidelity MSCI Materials Index ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares
|
|
|
|
|
|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
|
|
|
|
First Financial Corp /in/
|
|
|
|
|
|
Resona Asset Management Co.,Ltd.
|
|
|
|
|
|
Capital International Sarl
|
|
|
|
|
|
VCGAX - VALIC Co I - Growth & Income Fund
|
|
|
|
|
|
Empirical Finance, LLC
|
|
|
|
|
|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Real Assets ESG ETF
|
|
|
|
|
|
Oxbow Advisors, LLC
|
|
|
|
|
|
Profunds - Profund Vp Ultrabull
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
Trust Co
|
|
|
|
|
|
Copeland Capital Management, LLC
|
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|
Janney Montgomery Scott LLC
|
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|
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|
High Note Wealth, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
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|
|
|
|
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
|
|
|
|
|
|
Allianz Se
|
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|
S.E.E.D. Planning Group LLC
|
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|
Douglass Winthrop Advisors, LLC
|
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|
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|
FDLO - FIDELITY COVINGTON TRUST - Fidelity Low Volatility Factor ETF
|
|
|
|
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|
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
|
|
|
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|
Pensionmark Financial Group, Llc
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|
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|
Aaron Wealth Advisors LLC
|
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|
Capital Advisors, Ltd. LLC
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|
Moloney Securities Asset Management, LLC
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|
GeoWealth Management, LLC
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|
Comerica Bank
|
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Pinnacle West Asset Management, Inc.
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1832 Asset Management L.P.
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Geneos Wealth Management Inc.
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|
Newton One Investments LLC
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|
Truist Financial Corp
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|
Sowell Financial Services LLC
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|
Lifeworks Advisors, LLC
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|
Valley National Advisers Inc
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|
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|
Legal & General Group Plc
|
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|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
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|
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|
Retirement Systems of Alabama
|
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|
Quaker Wealth Management, LLC
|
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|
Meiji Yasuda Life Insurance Co
|
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|
Hurley Capital, LLC
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Ipswich Investment Management Co., Inc.
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Global X Japan Co., Ltd.
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DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
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Harbour Investments, Inc.
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SMOT - VanEck ETF Trust - VanEck Morningstar SMID Moat ETF
|
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|
|
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|
UPAR - Tidal ETF Trust - UPAR Ultra Risk Parity ETF
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
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|
Y-Intercept (Hong Kong) Ltd
|
|
|
|
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|
Bank of New York Mellon Corp
|
|
|
|
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|
Brighthouse Funds Trust II - MFS Value Portfolio Class A
|
|
|
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|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
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|
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|
United Bank
|
|
|
|
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|
Fisher Funds Management LTD
|
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WCMGX - FIRST TRUST SERIES FUND - First Trust WCM Focused Global Growth Fund Institutional Class
|
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|
MFS VARIABLE INSURANCE TRUST II - MFS Global Research Portfolio Initial Class
|
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|
Johnson Financial Group, Inc.
|
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|
L2 Asset Management, LLC
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CoreCommodity Management, LLC
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Exencial Wealth Advisors, Llc
|
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Price T Rowe Associates Inc /md/
|
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William Blair Investment Management, Llc
|
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ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A
|
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Artemis Investment Management LLP
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Landscape Capital Management, L.l.c.
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Shell Asset Management Co
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Brandywine Global Investment Management, LLC
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Sierra Ocean, Llc
|
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First Trust Advisors Lp
|
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Capital International Investors
|
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Aprio Wealth Management, LLC
|
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USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF
|
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AUIAX - AB EQUITY INCOME FUND INC - AB EQUITY INCOME FUND INC Class A
|
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Wambolt & Associates, LLC
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Aviva Plc
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Deutsche Bank Ag\
|
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Schroder Investment Management Group
|
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Chesley Taft & Associates LLC
|
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|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
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|
Hillsdale Investment Management Inc.
|
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Maseco Llp
|
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IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF
|
|
|
|
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|
Strategic Advisors LLC
|
|
|
|
|
|
FAVFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Fund Class A
|
|
|
|
|
|
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class
|
|
|
|
|
|
Systematic Alpha Investments, LLC
|
|
|
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|
|
AMTAX - AB BOND FUND, INC. - AB All Market Real Return Portfolio Class A
|
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|
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|
City State Bank
|
|
|
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
|
|
|
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|
Carnegie Capital Asset Management, LLC
|
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|
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|
Drive Wealth Management, Llc
|
|
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|
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|
AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1
|
|
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|
Tevis Investment Management
|
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|
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|
DT Investment Partners, LLC
|
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|
Newman Dignan & Sheerar, Inc.
|
|
|
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|
Nikko Asset Management Americas, Inc.
|
|
|
|
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|
JNL SERIES TRUST - JNL/Mellon Materials Sector Fund (A)
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
|
|
|
|
|
Glenmede Investment Management, LP
|
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|
|
|
C M Bidwell & Associates Ltd
|
|
|
|
|
|
Cary Street Partner Investment Advisory Llc
|
|
|
|
|
|
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
|
|
|
|
|
Riverview Trust Co
|
|
|
|
|
|
Axa S.a.
|
|
|
|
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|
BI Asset Management Fondsmaeglerselskab A/S
|
|
|
|
|
|
Scarborough Advisors, LLC
|
|
|
|
|
|
American National Bank
|
|
|
|
|
|
Asset Advisors Investment Management, LLC
|
|
|
|
|
|
THEQ - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Hedged Equity ETF
|
|
|
|
|
|
OAKBX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Equity and Income Fund Investor Class
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
FMILX - FIDELITY MT VERNON STREET TRUST - Fidelity New Millennium Fund
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
Tsfg, Llc
|
|
|
|
|
|
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
|
|
|
|
|
Optas, LLC
|
|
|
|
|
|
Brandes Investment Partners, Lp
|
|
|
|
|
|
AAAAX - DEUTSCHE DWS MARKET TRUST - DWS RREEF Real Assets Fund Class A
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
|
|
|
|
|
|
Howe & Rusling Inc
|
|
|
|
|
|
TURF - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Natural Resources ETF
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
|
|
|
|
|
WRND - IndexIQ ETF Trust - IQ Global Equity R&D Leaders ETF
|
|
|
|
|
|
Tectonic Advisors Llc
|
|
|
|
|
|
Bronte Capital Management Pty Ltd.
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
|
|
|
|
|
State of Wyoming
|
|
|
|
|
|
Hara Capital LLC
|
|
|
|
|
|
Williams Jones Wealth Management, LLC.
|
|
|
|
|
|
AMRMX - AMERICAN MUTUAL FUND - AMERICAN MUTUAL FUND Class A
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
|
|
|
|
|
Modera Wealth Management, LLC
|
|
|
|
|
|
Brighthouse Funds Trust I - Invesco Comstock Portfolio Class A
|
|
|
|
|
|
Pure Financial Advisors, Inc.
|
|
|
|
|
|
Financial Perspectives, Inc
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
Great Lakes Advisors, Llc
|
|
|
|
|
|
Romano Brothers And Company
|
|
|
|
|
|
Nordwand Advisors, LLC
|
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
|
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
|
|
|
|
|
|
Jennison Associates Llc
|
|
|
|
|
|
Cullinan Associates Inc
|
|
|
|
|
|
Richardson Capital Management LLC
|
|
|
|
|
|
Teza Capital Management LLC
|
|
|
|
|
|
RiverFront Investment Group, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
Roundview Capital LLC
|
|
|
|
|
|
Dearborn Partners Llc
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
Bedel Financial Consulting, Inc.
|
|
|
|
|
|
Catalyst Funds Management Pty Ltd
|
|
|
|
|
|
AVIE - AMERICAN CENTURY ETF TRUST - Avantis Inflation Focused Equity ETF
|
|
|
|
|
|
Pin Oak Investment Advisors Inc
|
|
|
|
|
|
FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
Brass Tax Wealth Management, Inc
|
|
|
|
|
|
Eq Wealth Advisors, Llc
|
|
|
|
|
|
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
|
|
|
|
|
|
Concentric Capital Strategies, LP
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian All Cap Core VIP Fund
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
GHAAX - VanEck Funds - Global Hard Assets Fund Class A
|
|
|
|
|
|
Vectors Research Management, LLC
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
Ckw Financial Group
|
|
|
|
|
|
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF
|
|
|
|
|
|
Texas Yale Capital Corp.
|
|
|
|
|
|
Twin Capital Management Inc
|
|
|
|
|
|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
|
|
|
Covington Investment Advisors Inc.
|
|
|
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
|
|
|
|
|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
|
|
|
|
CCNR - FINANCIAL INVESTORS TRUST - ALPS | CoreCommodity Natural Resources ETF
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
|
|
|
|
FDVLX - FIDELITY CAPITAL TRUST - Fidelity Value Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
FISEX - Franklin Investors Securities Trust - Franklin Equity Income Fund Class A
|
|
|
|
|
|
Country Club Bank /gfn
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares
|
|
|
|
|
|
Obermeyer Wood Investment Counsel, Lllp
|
|
|
|
|
|
Wolverine Asset Management Llc
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
ABCS - EA Series Trust - ALPHA BLUE CAPITAL US SMALL-MID CAP DYNAMIC ETF
|
|
|
|
|
|
BGEAX - Datum One Series Trust - BRANDES GLOBAL EQUITY FUND Class A
|
|
|
|
|
|
Cornerstone Advisors, LLC
|
|
|
|
|
|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
|
|
|
|
|
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF
|
|
|
|
|
|
EARAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A
|
|
|
|
|
|
EAPDX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Dividend Income Fund Investor Class
|
|
|
|
|
|
Assenagon Asset Management S.A.
|
|
|
|
|
|
Scissortail Wealth Management, LLC
|
|
|
|
|
|
OWTEX - OLD WESTBURY FUNDS INC - Old Westbury Total Equity Fund
|
|
|
|
|
|
MJT & Associates Financial Advisory Group, Inc.
|
|
|
|
|
|
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF
|
|
|
|
|
|
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
|
|
|
|
|
Deseret Mutual Benefit Administrators
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class
|
|
|
|
|
|
1st Source Bank
|
|
|
|
|
|
Signature Resources Capital Management, LLC
|
|
|
|
|
|
Kozak & Associates, Inc.
|
|
|
|
|
|
Seelaus Asset Management LLC
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Equity Dividend V.I. Fund Class I
|
|
|
|
|
|
Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
LGLV - SPDR SERIES TRUST - SPDR SSGA US Large Cap Low Volatility Index ETF
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
Polymer Capital Management (US) LLC
|
|
|
|
|
|
Quadcap Wealth Management, LLC
|
|
|
|
|
|
IGNCX - IVY FUNDS - Delaware Ivy Natural Resources Fund Class C
|
|
|
|
|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Legg Mason BW Large Cap Value Portfolio Class 1
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
|
|
|
|
Affinity Wealth Management Llc
|
|
|
|
|
|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
|
|
|
|
|
Alpha Cubed Investments, LLC
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
Acadian Asset Management Llc
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
Wcm Investment Management, Llc
|
|
|
|
|
|
Ing Groep Nv
|
|
|
|
|
|
Quadrature Capital Ltd
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
VSTIX - VALIC Co I - Stock Index Fund
|
|
|
|
|
|
Meyer Handelman Co
|
|
|
|
|
|
Profund Advisors Llc
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
|
|
|
|
|
Gulf International Bank (UK) Ltd
|
|
|
|
|
|
Proficio Capital Partners LLC
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
AllSquare Wealth Management LLC
|
|
|
|
|
|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
|
|
|
|
Marietta Investment Partners Llc
|
|
|
|
|
|
Radnor Capital Management, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
|
|
|
|
|
|
Silvant Capital Management LLC
|
|
|
|
|
|
Ivy Variable Insurance Portfolios - Ivy VIP Natural Resources Class II
|
|
|
|
|
|
URTH - iShares, Inc. - iShares MSCI World ETF
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
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SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
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|
Gladwyn Financial Advisors, Inc.
|
|
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|
SOUTH STATE Corp
|
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MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares
|
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|
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|
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class
|
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|
|
Strong Tower Advisory Services
|
|
|
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|
Night Squared LP
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
|
|
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|
EQ ADVISORS TRUST - EQ/Invesco Comstock Portfolio Class IB
|
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Shelton Capital Management
|
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|
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|
Occudo Quantitative Strategies Lp
|
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Erste Asset Management GmbH
|
|
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First Citizens Bank & Trust Co
|
|
|
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NUGO - Nushares ETF Trust - Nuveen Growth Opportunities ETF
|
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|
Salem Investment Counselors Inc
|
|
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|
Brown Brothers Harriman & Co
|
|
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|
|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
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|
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|
Valmark Advisers, Inc.
|
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|
Birmingham Capital Management Co Inc/al
|
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|
Bull Street Advisors, LLC
|
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|
TruNorth Capital Management, LLC
|
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Asset Dedication, LLC
|
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|
|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
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|
|
|
|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
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|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
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|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
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|
|
|
|
RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF
|
|
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FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF
|
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|
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|
|
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
|
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GCCHX - GMO TRUST - GMO Climate Change Fund Class III
|
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ABMVX - AB CAP FUND, INC. - AB Mid Cap Value Portfolio Class Z
|
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DiNuzzo Private Wealth, Inc.
|
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Capital International Ltd /ca/
|
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Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
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Nebula Research & Development LLC
|
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American Assets Investment Management, LLC
|
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Ronald Blue Trust, Inc.
|
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MetLife Investment Management, LLC
|
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ZABDFX - American Beacon Institutional Funds Trust - American Beacon Diversified Fund AAL Class
|
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Entruity Wealth, LLC
|
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Pinnacle Bancorp, Inc.
|
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Rehmann Capital Advisory Group
|
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Credit Agricole S A
|
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Ubs Asset Management Americas Inc
|
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Eaton Vance Tax-managed Global Buy-write Opportunities Fund
|
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|
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Profunds - Profund Vp Large-cap Value
|
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Korea Investment CORP
|
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Brown, Lisle/cummings, Inc.
|
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Principal Diversified Select Real Asset Fund
|
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|
Advisory Services Network, LLC
|
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Old North State Wealth Management, LLC
|
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GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
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|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
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FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
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|
Blue Barn Wealth, LLC
|
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Texas Permanent School Fund
|
|
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|
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VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
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|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
FSST - FIDELITY COVINGTON TRUST - Fidelity Sustainability U.S. Equity ETF
|
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|
|
|
Confluence Wealth Services, Inc.
|
|
|
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Salomon & Ludwin, LLC
|
|
|
|
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JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
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|
Moody National Bank Trust Division
|
|
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USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
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|
|
|
IUAAX - Voya PARTNERS INC - VY(R) Invesco Equity and Income Portfolio Class ADV
|
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THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A
|
|
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|
MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A
|
|
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|
|
|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
|
|
|
Godsey & Gibb Associates
|
|
|
|
|
|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
|
|
|
|
DRAFX - Brinker Capital Destinations Trust - Destinations Real Assets Fund Class I
|
|
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|
NewEdge Wealth, LLC
|
|
|
|
|
|
HAVLX - HARBOR FUNDS - Harbor Large Cap Value Fund Institutional Class
|
|
|
|
|
|
Trexquant Investment LP
|
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SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
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|
Boston Partners
|
|
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|
Assetmark, Inc
|
|
|
|
|
|
SURE - AdvisorShares Trust - AdvisorShares DoubleLine Value Equity ETF
|
|
|
|
|
|
PEYAX - PUTNAM EQUITY INCOME FUND - PUTNAM EQUITY INCOME FUND Class A Shares
|
|
|
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|
|
Wexford Capital Lp
|
|
|
|
|
|
Marco Investment Management Llc
|
|
|
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|
|
Horizon Investments, LLC
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
FMDE - FIDELITY COVINGTON TRUST - Fidelity Enhanced Mid Cap ETF
|
|
|
|
|
|
Barings Llc
|
|
|
|
|
|
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio
|
|
|
|
|
|
Rakuten Investment Management, Inc.
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
|
|
|
|
|
Laurel Wealth Advisors LLC
|
|
|
|
|
|
Albar Capital Partners LLP
|
|
|
|
|
|
Gen-Wealth Partners Inc
|
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
JNL SERIES TRUST - JNL Multi-Manager U.S. Select Equity Fund (A)
|
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
|
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
|
|
|
|
|
Core Alternative Capital
|
|
|
|
|
|
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
|
|
|
|
|
MGRO - VanEck ETF Trust - VanEck Morningstar Wide Moat Growth ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
VanEck VIP Trust - VanEck VIP Global Hard Assets Fund Initial Class
|
|
|
|
|
|
IMA Wealth, Inc.
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
Daymark Wealth Partners, Llc
|
|
|
|
|
|
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
FFALX - Franklin Fund Allocator Series - Franklin Founding Funds Allocation Fund Class A
|
|
|
|
|
|
HRLIX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford Global Real Asset Fund Class I
|
|
|
|
|
|
Bank & Trust Co
|
|
|
|
|
|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
|
|
|
|
Elo Mutual Pension Insurance Co
|
|
|
|
|
|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
|
|
|
|
MVAL - VanEck ETF Trust - VanEck Morningstar Wide Moat Value ETF
|
|
|
|
|
|
Horizon Bancorp Inc /in/
|
|
|
|
|
|
Baldwin Brothers Inc/ma
|
|
|
|
|
|
Cambiar Investors Llc
|
|
|
|
|
|
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
|
|
|
|
|
|
Affinity Investment Advisors, Llc
|
|
|
|
|
|
GAM Holding AG
|
|
|
|
|
|
Paladin Advisory Group, LLC
|
|
|
|
|
|
TCG Advisory Services, LLC
|
|
|
|
|
|
Harris Associates L P
|
|
|
|
|
|
MOAT - VanEck Vectors ETF Trust - VanEck Vectors Morningstar Wide Moat ETF
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
Pinnacle Associates Ltd
|
|
|
|
|
|
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
UTRN - EXCHANGE TRADED CONCEPTS TRUST - Vesper U.S. Large Cap Short-Term Reversal Strategy ETF
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund
|
|
|
|
|
|
ATWAX - AB PORTFOLIOS - AB Tax-Managed Wealth Appreciation Strategy Class A
|
|
|
|
|
|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
|
|
|
|
New England Capital Financial Advisors LLC
|
|
|
|
|
|
Eqis Capital Management, Inc.
|
|
|
|
|
|
GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Morningstar SMID Moat Focus Index Fund (I)
|
|
|
|
|
|
GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
Change Path, LLC
|
|
|
|
|
|
Capital Asset Advisory Services LLC
|
|
|
|
|
|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
FIDEX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable U.S. Equity Fund
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
|
|
OFAFX - Managed Portfolio Series - Olstein All Cap Value Fund Adviser Class
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
Burkett Financial Services, Llc
|
|
|
|
|
|
DRDAX - TRUST FOR PROFESSIONAL MANAGERS - Dearborn Partners Rising Dividend Fund - Class A Shares
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Research Series Initial Class
|
|
|
|
|
|
Schulhoff & Co Inc
|
|
|
|
|
|
One Capital Management, LLC
|
|
|
|
|
|
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
First Manhattan Co
|
|
|
|
|
|
Vermillion & White Wealth Management Group, LLC
|
|
|
|
|
|
Mengis Capital Management, Inc.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Social Awareness Fund Standard Class
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1
|
|
|
|
|
|
Wolff Wiese Magana Llc
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
|
|
|
ULVM - Victory Portfolios II - VictoryShares USAA MSCI USA Value Momentum ETF
|
|
|
|
|
|
Voya Infrastructure, Industrials & Materials Fund
|
|
|
|
|
|
Simmons Bank
|
|
|
|
|
|
Nissay Asset Management Corp /japan/ /adv
|
|
|
|
|
|
SHRT - Tidal ETF Trust - Gotham Short Strategies ETF
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
|
|
|
Agp Franklin, Llc
|
|
|
|
|
|
Liberty All Star Equity Fund
|
|
|
|
|
|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
RAPAX - Cohen & Steers Real Assets Fund, Inc. - Cohen & Steers Real Assets Fund, Inc. Class A
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
FSEKX - FIDELITY SUMMER STREET TRUST - Fidelity Sustainability U.S. Equity Fund Fidelity Advisor Sustainability U.S. Equity Fund: Class A
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
Cardinal Capital Management
|
|
|
|
|
|
Legacy Financial Advisors, Inc.
|
|
|
|
|
|
Copia Wealth Management
|
|
|
|
|
|
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund
|
|
|
|
|
|
Fox Run Management, L.l.c.
|
|
|
|
|
|
USMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA ETF
|
|
|
|
|
|
Marcum Wealth, LLC
|
|
|
|
|
|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
Dynamic Advisor Solutions LLC
|
|
|
|
|
|
FineMark National Bank & Trust
|
|
|
|
|
|
DecisionPoint Financial, LLC
|
|
|
|
|
|
Beacon Capital Management, LLC
|
|
|
|
|
|
Campbell & CO Investment Adviser LLC
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
Old Point Trust & Financial Services N A
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
|
|
|
|
Bridge Creek Capital Management LLC
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class
|
|
|
|
|
|
Varma Mutual Pension Insurance Co
|
|
|
|
|
|
Ti-trust, Inc
|
|
|
|
|
|
Arete Wealth Advisors, LLC
|
|
|
|
|
|
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
|
|
|
|
|
|
Hoey Investments, Inc
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
Delta Asset Management Llc/tn
|
|
|
|
|
|
West Bancorporation Inc
|
|
|
|
|
|
Bank Of Hawaii
|
|
|
|
|
|
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
Renaissance Technologies Llc
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Value Series Initial Class
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
Wellington Shields & Co., LLC
|
|
|
|
|
|
Baxter Bros Inc
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
|
|
|
Ameraudi Asset Management, Inc.
|
|
|
|
|
|
SUWAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Core Equity Fund Class A
|
|
|
|
|
|
IFM Investors Pty Ltd
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Nationwide Fund Class I
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
Bridgewater Associates, LP
|
|
|
|
|
|
Northeast Financial Consultants Inc
|
|
|
|
|
|
Mb, Levis & Associates, Llc
|
|
|
|
|
|
MFUT - Tidal Trust II - Cambria Chesapeake Pure Trend ETF
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
|
|
|
FSA Wealth Management LLC
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
Lavaca Capital Llc
|
|
|
|
|
|
FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund
|
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QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
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Capital Counsel Llc/ny
|
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Skandinaviska Enskilda Banken AB (publ)
|
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MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
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N.E.W. Advisory Services LLC
|
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|
GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF
|
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Round Rock Advisors, LLC
|
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MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
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Baird Financial Group, Inc.
|
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Bartlett & Co. Wealth Management Llc
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MEIAX - MFS SERIES TRUST I - MFS Value Fund A
|
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Valeo Financial Advisors, LLC
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Highline Wealth Partners Llc
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Brendel Financial Advisors LLC
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HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
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Hardman Johnston Global Advisors LLC
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Lombard Odier Asset Management (Europe) Ltd
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Thrivent Financial For Lutherans
|
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Spirit Of America Management Corp/ny
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Daiwa Securities Group Inc.
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Samjo Management, LLC
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Bank Of Montreal /can/
|
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IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
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GOFIX - GMO TRUST - GMO Resources Fund Class III
|
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WLDR - Two Roads Shared Trust - Affinity World Leaders Equity ETF
|
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Brevan Howard Capital Management LP
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Quotient Wealth Partners, LLC
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Davidson Investment Advisors
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Synovus Financial Corp
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Rockland Trust Co
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Canada Post Corp Registered Pension Plan
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Norden Group Llc
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Banque Transatlantique SA
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First Command Advisory Services, Inc.
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Empower Advisory Group, LLC
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TQMVX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Value Equity Fund
|
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FSUVX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Low Volatility Index Fund
|
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First American Bank
|
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FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund
|
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MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
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PineBridge Investments, L.P.
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EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB
|
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Talisman Wealth Advisors LLC
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Westhampton Capital, LLC
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Zacks Investment Management
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Godshalk Welsh Capital Management, Inc.
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Cherry Tree Wealth Management, LLC
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Kessler Investment Group, LLC
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Los Angeles Capital Management Llc
|
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Graney & King, LLC
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Opal Wealth Advisors, LLC
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IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF
|
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Susquehanna Fundamental Investments, Llc
|
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FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund
|
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VSM Wealth Advisory, LLC
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Portside Wealth Group, LLC
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NewSquare Capital LLC
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Fifth Third Bancorp
|
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Logan Capital Management Inc
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Hm Payson & Co
|
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BlackRock, Inc.
|
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Fiduciary Alliance LLC
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Smith, Moore & Co.
|
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Neville Rodie & Shaw Inc
|
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SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
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POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
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|
AMERICAN FUNDS INSURANCE SERIES - Global Growth and Income Fund Class 1
|
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TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
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ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF
|
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Boston Private Wealth Llc
|
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Transcend Wealth Collective, Llc
|
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Capital International Inc /ca/
|
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Principia Wealth Advisory, LLC
|
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Abn Amro Investment Solutions
|
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|
Jfs Wealth Advisors, Llc
|
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Richard Bernstein Advisors LLC
|
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Asset Planning,Inc
|
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|
JMIVX - JANUS INVESTMENT FUND - Janus Henderson Mid Cap Value Fund Class L
|
|
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|
Argent Trust Co
|
|
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|
Trust Co Of Toledo Na /oh/
|
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|
Haverford Trust Co
|
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|
Fiduciary Group LLC
|
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|
Investor's Fiduciary Advisor Network, LLC
|
|
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|
|
MRJIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Real Assets Portfolio Class I
|
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|
Eastern Bank
|
|
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|
Oak Harbor Wealth Partners, Llc
|
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|
GFG Capital, LLC
|
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|
DekaBank Deutsche Girozentrale
|
|
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|
Adams Natural Resources Fund, Inc.
|
|
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|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Principal Capital Appreciation Account Class 1
|
|
|
|
|
|
MXEQX - GREAT-WEST FUNDS INC - Great-West Large Cap Value Fund Investor Class
|
|
|
|
|
|
Ilmarinen Mutual Pension Insurance Co
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
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|
|
Heritage Investors Management Corp
|
|
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|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
Atwood & Palmer Inc
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
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|
|
Eaton Vance Tax-managed Buy-write Income Fund
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
PAPI - Morgan Stanley ETF Trust - Parametric Equity Premium Income ETF
|
|
|
|
|
|
Main Street Group, LTD
|
|
|
|
|
|
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
|
|
|
|
|
|
Investment Management Corp of Ontario
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
Valued Wealth Advisors LLC
|
|
|
|
|
|
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
|
|
|
|
|
Thrivent Core Funds - Thrivent Core Low Volatility Equity Fund
|
|
|
|
|
|
FSM Wealth Advisors, LLC
|
|
|
|
|
|
North Ridge Wealth Advisors, Inc.
|
|
|
|
|
|
AQEIX - LKCM Funds - LKCM Aquinas Catholic Equity Fund
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF
|
|
|
|
|
|
MXI - iSHARES TRUST - iShares Global Materials ETF
|
|
|
|
|
|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
|
|
|
|
|
VPMCX - VANGUARD CHESTER FUNDS - Vanguard PRIMECAP Fund Investor Shares
|
|
|
|
|
|
Bellevue Asset Management, Llc
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
|
|
|
|
|
Equitable Trust Co
|
|
|
|
|
|
WWMCX - Ultimus Managers Trust - WESTWOOD QUALITY MIDCAP FUND INSTITUTIONAL SHARES
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Value Equity Portfolio Class IB
|
|
|
|
|
|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
|
|
|
|
|
Norinchukin Bank, The
|
|
|
|
|
|
Bearing Point Capital, Llc
|
|
|
|
|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
|
|
|
|
|
Mission Wealth Management, Lp
|
|
|
|
|
|
FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund
|
|
|
|
|
|
Multi-strategy Growth & Income Fund
|
|
|
|
|
|
DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF
|
|
|
|
|
|
Curat Global, LLC
|
|
|
|
|
|
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
Bank of New Hampshire
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
|
|
|
|
|
|
AIVSX - INVESTMENT CO OF AMERICA - INVESTMENT CO OF AMERICA Class A
|
|
|
|
|
|
UniSuper Management Pty Ltd
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
PEXL - Pacer Funds Trust - Pacer US Export Leaders ETF
|
|
|
|
|
|
Murphy Pohlad Asset Management LLC
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
Cornerstone Wealth Group, LLC
|
|
|
|
|
|
NorthCrest Asset Manangement, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
Partners Capital Investment Group, Llp
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
|
|
|
|
|
|
HAPI - Harbor ETF Trust - Harbor Corporate Culture ETF
|
|
|
|
|
|
M.e. Allison & Co., Inc.
|
|
|
|
|
|
GDLFX - FundVantage Trust - Gotham Defensive Long 500 Fund Institutional Class
|
|
|
|
|
|
Cohen & Steers, Inc.
|
|
|
|
|
|
Pinnacle Financial Partners Inc
|
|
|
|
|
|
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc.
|
|
|
|
|
|
Briaud Financial Planning, Inc
|
|
|
|
|
|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
|
|
|
|
|
Cooper Financial Group
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
|
|
|
|
|
FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund
|
|
|
|
|
|
SATOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay A Portfolio Class 1
|
|
|
|
|
|
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
|
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF
|
|
|
|
|
|
Motco
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Diversified Research VIP Fund
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
Ashton Thomas Private Wealth, LLC
|
|
|
|
|
|
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund
|
|
|
|
|
|
Whalen Wealth Management Inc.
|
|
|
|
|
|
Northwestern Mutual Investment Management Company, Llc
|
|
|
|
|
|
True North Advisors, LLC
|
|
|
|
|
|
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Main Street Mid Cap Fund Class R6
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP MFS Value Fund Standard Class
|
|
|
|
|
|
Wahed Invest LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
|
|
|
|
|
NJ State Employees Deferred Compensation Plan
|
|
|
|
|
|
McIlrath & Eck, LLC
|
|
|
|
|
|
PSPFX - US GLOBAL INVESTORS FUNDS - Global Resources Fund
|
|
|
|
|
|
ICONIQ Capital, LLC
|
|
|
|
|
|
Machina Capital S.a.s.
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - BlackRock NVIT Equity Dividend Fund Class I
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
|
|
|
|
Nwam Llc
|
|
|
|
|
|
Heritage Wealth Advisors
|
|
|
|
|
|
United Community Bank
|
|
|
|
|
|
Wsfs Capital Management, Llc
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
PQIAX - PRINCIPAL FUNDS INC - Equity Income Fund formerly Equity Income Fund I Class A
|
|
|
|
|
|
Legacy Bridge, LLC
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
Cornerstone Total Return Fund Inc
|
|
|
|
|
|
Optiver Holding B.V.
|
|
|
|
|
|
BOK Financial Private Wealth, Inc.
|
|
|
|
|
|
CWGIX - CAPITAL WORLD GROWTH & INCOME FUND - CAPITAL WORLD GROWTH & INCOME FUND Class A
|
|
|
|
|
|
Chelsea Counsel Co
|
|
|
|
|
|
WDNA - WisdomTree Trust - WisdomTree BioRevolution Fund N/A
|
|
|
|
|
|
Citizens Financial Group Inc/ri
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
|
|
|
|
|
DNLAX - BNY MELLON OPPORTUNITY FUNDS - BNY Mellon Natural Resources Fund Class A
|
|
|
|
|
|
ABVAX - AB TRUST - AB Value Fund Class A
|
|
|
|
|
|
FTRI - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Indxx Global Natural Resources Income ETF
|
|
|
|
|
