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Grandview Asset Management LLC
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INFO - Harbor ETF Trust - Harbor PanAgora Dynamic Large Cap Core ETF
|
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Wedge Capital Management L L P/nc
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Integrity Alliance, Llc.
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Uncommon Cents Investing LLC
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Caption Management, LLC
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Annex Advisory Services, LLC
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Russell Investments Group, Ltd.
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North Capital, Inc.
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EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
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BKM Wealth Management, LLC
|
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Capital Advisors, Ltd. LLC
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IVE - iSHARES TRUST - iShares S&P 500 Value ETF
|
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|
Arizona State Retirement System
|
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Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
|
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Kentucky Trust Co
|
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Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
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DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
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WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF
|
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Goldman Sachs Group Inc
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NorthRock Partners, LLC
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Symmetry Partners, LLC
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Principal Securities, Inc.
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Abacus Planning Group, Inc.
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Aaron Wealth Advisors LLC
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PCLVX - PACE SELECT ADVISORS TRUST - PACE Large Co Value Equity Investments Class P
|
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|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. American Franchise Fund Series I
|
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Forethought Variable Insurance Trust - Global Atlantic Wellington Research Managed Risk Portfolio
|
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FTIF - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Bloomberg Inflation Sensitive Equity ETF
|
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WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
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Badgley Phelps Wealth Managers, LLC
|
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MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
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Alyeska Investment Group, L.P.
|
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Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
|
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Amalgamated Bank
|
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Interchange Capital Partners, LLC
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GoalVest Advisory LLC
|
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GWM Advisors LLC
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FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
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|
CI Private Wealth, LLC
|
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Convergence Investment Partners, LLC
|
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Advisors Asset Management, Inc.
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CPAEX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Tactical Equity Fund Class A Shares
|
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AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class
|
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Callan Family Office, LLC
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Congress Wealth Management LLC / DE /
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Tema ETF Trust - Tema Electrification ETF
|
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Acorn Wealth Advisors, LLC
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Kera Capital Partners, Inc.
|
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VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
|
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|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
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|
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C
|
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Pacifica Partners Inc.
|
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MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
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Washington Trust Advisors, Inc.
|
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Balanced Fund Service Class
|
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RMR Wealth Builders
|
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ABN AMRO Bank N.V.
|
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Principia Wealth Advisory, LLC
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Nelson, Van Denburg & Campbell Wealth Management Group, LLC
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Pointe Capital Management LLC
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Kodai Capital Management LP
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SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
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Strategic Investment Advisors / MI
|
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NPRTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Large Cap Value Fund Investor Class
|
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Td Private Client Wealth Llc
|
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PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
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Quotient Wealth Partners, LLC
|
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Mascoma Wealth Management LLC
|
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SageView Advisory Group, LLC
|
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PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
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|
BlackRock Variable Series Funds, Inc. - BlackRock Equity Dividend V.I. Fund Class I
|
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|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Mid Cap Core Equity Fund Series I
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
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GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class
|
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Rakuten Investment Management, Inc.
|
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Ascent Group, LLC
|
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|
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A
|
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|
Empowered Funds, LLC
|
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|
Koesten, Hirschmann & Crabtree, INC.
|
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|
Catalytic Wealth RIA, LLC
|
|
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|
|
Nemes Rush Group LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/wmc Balanced Fund (a)
|
|
|
|
|
|
INUTX - Columbia Funds Series Trust II - Columbia Dividend Opportunity Fund Class A
|
|
|
|
|
|
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV
|
|
|
|
|
|
Brighthouse Funds Trust I - Invesco Comstock Portfolio Class A
|
|
|
|
|
|
Davis Selected Advisers
|
|
|
|
|
|
Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
|
|
|
|
|
Bank of New Hampshire
|
|
|
|
|
|
Frazier Financial Advisors, LLC
|
|
|
|
|
|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
|
|
|
|
|
VSTIX - VALIC Co I - Stock Index Fund
|
|
|
|
|
|
EHSTX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Large-Cap Value Fund Class A
|
|
|
|
|
|
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF
|
|
|
|
|
|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
TrueWealth Advisors, LLC
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
Summit X, LLC
|
|
|
|
|
|
Public Sector Pension Investment Board
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1
|
|
|
|
|
|
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
|
|
|
|
|
Fox Run Management, L.l.c.
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
Proathlete Wealth Management Llc
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Equity Fund Series I
|
|
|
|
|
|
PKB - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Building & Construction ETF
|
|
|
|
|
|
LifePlan Financial, LLC
|
|
|
|
|
|
Cutler Capital Management, LLC
|
|
|
|
|
|
Nbt Bank N A /ny
|
|
|
|
|
|
Oribel Capital Management, LP
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Disciplined Core Fund Class 3
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
W Advisors, Llc
|
|
|
|
|
|
Brown, Lisle/cummings, Inc.
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Income Vip Fund Class 1
|
|
|
|
|
|
John G Ullman & Associates Inc
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
VMVLX - VANGUARD WORLD FUND - Vanguard Mega Cap Value Index Fund Institutional Shares
|
|
|
|
|
|
Solstein Capital, LLC
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares
|
|
|
|
|
|
Grimes & Company, Inc.
|
|
|
|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
|
|
|
|
PharVision Advisers, LLC
|
|
|
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
|
|
|
|
|
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
|
|
|
|
|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Stonegate Investment Group, LLC
|
|
|
|
|
|
Triad Wealth Partners, LLC
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
DBOAX - BNY Mellon Investment Funds VI - BNY Mellon Balanced Opportunity Fund Class A
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
|
|
|
|
|
|
SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
|
|
|
|
|
Farmers & Merchants Trust Co of Chambersburg PA
|
|
|
|
|
|
Wsfs Capital Management, Llc
|
|
|
|
|
|
Hengehold Capital Management Llc
|
|
|
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|
|
Garde Capital, Inc.
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
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|
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|
|
Spinnaker Trust
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
Centerpoint Advisors, LLC
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
Apexium Financial, Lp
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
|
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
|
|
|
|
|
FLDFX - Meeder Funds - BALANCED FUND Retail Class
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
|
|
|
|
|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
|
|
|
|
|
FCLAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Industrials Fund Class A
|
|
|
|
|
|
Union Savings Bank
|
|
|
|
|
|
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K
|
|
|
|
|
|
Phoenix Holdings Ltd.
|
|
|
|
|
|
Albar Capital Partners LLP
|
|
|
|
|
|
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio
|
|
|
|
|
|
BLPIX - Profunds - Bull Profund Investor Class
|
|
|
|
|
|
RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF
|
|
|
|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
|
Prudential Plc
|
|
|
|
|
|
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class
|
|
|
|
|
|
Jackson Creek Investment Advisors LLC
|
|
|
|
|
|
Putnam ETF Trust - Putnam Focused Large Cap Value ETF -
|
|
|
|
|
|
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
|
|
|
|
|
|
First City Capital Management, Inc.
|
|
|
|
|
|
Nwam Llc
|
|
|
|
|
|
Winch Advisory Services, LLC
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
Investors Research Corp
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
Sage Private Wealth Group, Llc
|
|
|
|
|
|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
|
|
|
South Plains Financial, Inc.
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
First Financial Corp /in/
|
|
|
|
|
|
Wealthcare Advisory Partners LLC
|
|
|
|
|
|
DODFX - DODGE & COX FUNDS - Dodge & Cox International Stock Fund
|
|
|
|
|
|
Calamos Advisors LLC
|
|
|
|
|
|
HighMark Wealth Management LLC
|
|
|
|
|
|
LOPP - Gabelli ETFs Trust - Gabelli Love Our Planet & People ETF
|
|
|
|
|
|
Ironwood Investment Counsel, LLC
|
|
|
|
|
|
Scarborough Advisors, LLC
|
|
|
|
|
|
Procyon Private Wealth Partners, LLC
|
|
|
|
|
|
South Dakota Investment Council
|
|
|
|
|
|
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
|
|
|
|
|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
|
|
|
|
|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
Frank, Rimerman Advisors LLC
|
|
|
|
|
|
Barrow Hanley Mewhinney & Strauss Llc
|
|
|
|
|
|
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF
|
|
|
|
|
|
AZNAX - ALLIANZ FUNDS - AllianzGI Income & Growth Fund Class A
|
|
|
|
|
|
Altfest L J & Co Inc
|
|
|
|
|
|
IWX - iSHARES TRUST - iShares Russell Top 200 Value ETF
|
|
|
|
|
|
Capital Investment Advisors, LLC
|
|
|
|
|
|
Change Path, LLC
|
|
|
|
|
|
GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class
|
|
|
|
|
|
Waddell & Associates, Llc
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory RS Large Cap Alpha VIP Series Class I
|
|
|
|
|
|
OALGX - Optimum Fund Trust - Optimum Large Cap Growth Fund Class A
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
WVMIX - WILLIAM BLAIR FUNDS - William Blair Mid Cap Value Fund Class I
|
|
|
|
|
|
Colonial River Wealth Management, LLC
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
USA Financial Portformulas Corp
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
RBLD - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Global Engineering and Construction ETF
|
|
|
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
|
|
|
|
|
SWAN Capital LLC
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
|
Cape Investment Advisory, Inc.
|
|
|
|
|
|
Angeles Wealth Management, Llc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA MFS Massachusetts Investors Trust Portfolio Class 1
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
|
|
|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
Canton Hathaway, LLC
|
|
|
|
|
|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
Fiduciary Group LLC
|
|
|
|
|
|
HLAL - Listed Funds Trust - Wahed FTSE USA Shariah ETF
|
|
|
|
|
|
Spirit Of America Management Corp/ny
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
Two Sigma Investments, Lp
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
RPEAX - DAVIS SERIES INC - Davis Opportunity Fund Class A
|
|
|
|
|
|
Wealth Preservation Advisors, LLC
|
|
|
|
|
|
Woodward Diversified Capital, Llc
|
|
|
|
|
|
Banque Pictet & Cie Sa
|
|
|
|
|
|
Berkeley Capital Partners, LLC
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
Dnca Finance
|
|
|
|
|
|
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
|
|
|
|
|
|
Quarry LP
|
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|
Calton & Associates, Inc.
|
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|
Core Alternative Capital
|
|
|
|
|
|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
|
|
|
|
|
SHRT - Tidal ETF Trust - Gotham Short Strategies ETF
|
|
|
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|
|
Stiles Financial Services Inc
|
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|
Riverview Trust Co
|
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|
|
Hilltop National Bank
|
|
|
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|
Fairman Group, LLC
|
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|
BLACKROCK EQUITY DIVIDEND FUND - BLACKROCK EQUITY DIVIDEND FUND Investor A
|
|
|
|
|
|
ASMMX - Aim Equity Funds (invesco Equity Funds) - Invesco Summit Fund Class A
|
|
|
|
|
|
IMCG - iSHARES TRUST - iShares Morningstar Mid-Cap Growth ETF
|
|
|
|
|
|
Koss-Olinger Consulting, LLC
|
|
|
|
|
|
UIVRX - MFS SERIES TRUST VII - MFS Intrinsic Value Fund R6
|
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|
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|
|
Quadrant Capital Group Llc
|
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Archer Investment Corp
|
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|
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
|
|
|
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|
|
CVLFX - CULLEN FUNDS TRUST - Cullen Value Fund Class C
|
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|
Stephens Inc /ar/
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Simon Quick Advisors, Llc
|
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Texas Permanent School Fund
|
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Tokio Marine Asset Management Co Ltd
|
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GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
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Culbertson A N & Co Inc
|
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Argent Trust Co
|
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Perpetual Ltd
|
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Edgestream Partners, L.P.
|
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Orion Portfolio Solutions, LLC
|
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APG Asset Management N.V.
|
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PUTNAM VARIABLE TRUST - Putnam VT Equity Income Fund Class IA Shares
|
|
|
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|
1st Source Bank
|
|
|
|
|
|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
|
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|
|
TESIX - Franklin Mutual Series Funds - Franklin Mutual Shares Fund Class A
|
|
|
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|
|
Savant Capital, LLC
|
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|
Huntington National Bank
|
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Greenleaf Trust
|
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Greenwich Wealth Management LLC
|
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Nisa Investment Advisors, Llc
|
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FRDAX - Franklin Managed Trust - Franklin Rising Dividends Fund Advisor Class
|
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|
Twin Lakes Capital Management, LLC
|
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Price T Rowe Associates Inc /md/
|
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Truvestments Capital Llc
|
|
|
|
|
|
IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I
|
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Patton Albertson Miller Group, Llc
|
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Diversified Trust Co
|
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LSOFX - VALUED ADVISERS TRUST - LS Opportunity Fund - Institutional Class
|
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|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
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|
JNL SERIES TRUST - JNL/Invesco Diversified Dividend Fund (A)
|
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|
Beacon Investment Advisory Services, Inc.
|
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LRI Investments, LLC
|
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NorthCrest Asset Manangement, LLC
|
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D.a. Davidson & Co.
|
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Sustainable Insight Capital Management, LLC
|
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|
Cornerstone Strategic Value Fund Inc
|
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|
Diamant Asset Management, Inc.
|
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Scientech Research LLC
|
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|
Voya Investment Management Llc
|
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AE Wealth Management LLC
|
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Atwood & Palmer Inc
|
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|
Ci Investments Inc.
|
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Ostrum Asset Management
|
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|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
|
|
|
|
|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
Credit Agricole S A
|
|
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|
|
|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
|
|
|
|
|
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
|
|
|
|
Bfsg, Llc
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
Investment Management Corp /va/ /adv
|
|
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|
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|
Cypress Financial Planning Llc
|
|
|
|
|
|
BKDV - BNY Mellon ETF Trust II - BNY Mellon Dynamic Value ETF
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
|
|
|
|
|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
|
|
|
|
|
Central Pacific Bank - Trust Division
|
|
|
|
|
|
waypoint wealth counsel
|
|
|
|
|
|
Level Four Advisory Services, Llc
|
|
|
|
|
|
Barr E S & Co
|
|
|
|
|
|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
|
Ilmarinen Mutual Pension Insurance Co
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
Pure Financial Advisors, Inc.
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
ANTIPODES PARTNERS Ltd
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
Novem Group
|
|
|
|
|
|
Gulf International Bank (UK) Ltd
|
|
|
|
|
|
Sompo Japan Nipponkoa Asset Management Co.,ltd.
|
|
|
|
|
|
AADBX - AMERICAN BEACON FUNDS - American Beacon Balanced Fund Institutional Class
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
CCSO - Tidal Trust II - Carbon Collective Climate Solutions U.S. Equity ETF
|
|
|
|
|
|
Zrc Wealth Management, Llc
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
Seeds Investor Llc
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
Roffman Miller Associates Inc /pa/
|
|
|
|
|
|
Ashton Thomas Private Wealth, LLC
|
|
|
|
|
|
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio -
|
|
|
|
|
|
SOAVX - Spirit Of America Investment Fund Inc - Spirit Of America Large Cap Value Fund Class A
|
|
|
|
|
|
XLI - SELECT SECTOR SPDR TRUST - The Industrial Select Sector SPDR Fund
|
|
|
|
|
|
Cable Hill Partners, LLC
|
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
|
Essex Financial Services, Inc.
|
|
|
|
|
|
Wolverine Asset Management Llc
|
|
|
|
|
|
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
|
|
|
|
|
B.O.S.S. Retirement Advisors, LLC
|
|
|
|
|
|
Avestar Capital, LLC
|
|
|
|
|
|
AMAGX - AMANA MUTUAL FUNDS TRUST - Amana Growth Fund Investor Shares
|
|
|
|
|
|
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
Jaffetilchin Investment Partners, LLC
|
|
|
|
|
|
Flagship Wealth Advisors, Llc
|
|
|
|
|
|
Bleakley Financial Group, LLC
|
|
|
|
|
|
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
|
|
|
|
|
|
FTVNX - Capitol Series Trust - Fuller & Thaler Behavioral Mid-Cap Value Fund Investor Shares
|
|
|
|
|
|
Safe Harbor Fiduciary, LLC
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
Capital Performance Advisors Llp
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
Fi3 FINANCIAL ADVISORS, LLC
|
|
|
|
|
|
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
Princeton Global Asset Management LLC
|
|
|
|
|
|
Legacy Solutions, Llc
|
|
|
|
|
|
Northwest Wealth Management, Llc
|
|
|
|
|
|
Gilliland Jeter Wealth Management LLC
|
|
|
|
|
|
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
|
|
|
|
|
|
Keudell/Morrison Wealth Management
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
|
|
|
|
|
New Mexico Educational Retirement Board
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I
|
|
|
|
|
|
Newport Trust Co
|
|
|
|
|
|
Cary Street Partners Financial Llc
|
|
|
|
|
|
Richard Bernstein Advisors LLC
|
|
|
|
|
|
Confluence Wealth Services, Inc.
|
|
|
|
|
|
Iowa State Bank
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
Fielder Capital Group LLC
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
AOBLX - Pioneer Series Trust IV - Pioneer Balanced ESG Fund : Class A
|
|
|
|
|
|
Evercore Wealth Management, LLC
|
|
|
|
|
|
Strengthening Families & Communities, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
|
|
|
|
|
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class
|
|
|
|
|
|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
|
|
|
|
Wahed Invest LLC
|
|
|
|
|
|
Forest Avenue Capital Management LP
|
|
|
|
|
|
Profunds - Profund Vp Bull
|
|
|
|
|
|
United Community Bank
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT GAMCO Small Company Value Portfolio Class IB
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
Retirement Wealth Solutions LLC
|
|
|
|
|
|
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF
|
|
|
|
|
|
DHPAX - DIAMOND HILL FUNDS - Diamond Hill Mid Cap Fund Class A
|
|
|
|
|
|
TEDIX - Franklin Mutual Series Funds - Franklin Mutual Global Discovery Fund Class A
|
|
|
|
|
|
Hudson Bay Capital Management LP
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
JLFSX - JOHN HANCOCK INVESTMENT TRUST - Global Climate Action Fund - Class I
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
Ithaka Group Llc
|
|
|
|
|
|
Engineers Gate Manager LP
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
Laurel Wealth Advisors LLC
|
|
|
|
|
|
Bernard Wealth Management Corp.
|
|
|
|
|
|
Glassy Mountain Advisors, Inc.
|
|
|
|
|
|
LMR Partners LLP
|
|
|
|
|
|
Sfmg, Llc
|
|
|
|
|
|
Belpointe Asset Management LLC
|
|
|
|
|
|
Westend Capital Management LLC
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
DEQAX - BNY Mellon Investment Funds III - BNY Mellon Global Equity Income Fund Class A
|
|
|
|
|
|
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
|
|
|
|
|
|
Balboa Wealth Partners
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
Koshinski Asset Management, Inc.
|
|
|
|
|
|
BNGLX - Ubs Funds - Ubs Global Allocation Fund Class A
|
|
|
|
|
|
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF
|
|
|
|
|
|
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N
|
|
|
|
|
|
Beese Fulmer Investment Management, Inc.
|
|
|
|
|
|
ACLC - AMERICAN CENTURY ETF TRUST - American Century Sustainable Equity ETF
|
|
|
|
|
|
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
|
|
|
|
|
Avanza Fonder AB
|
|
|
|
|
|
IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF
|
|
|
|
|
|
FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A
|
|
|
|
|
|
Woodmont Investment Counsel Llc
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
|
|
|
|
LVPIX - Profunds - Large-cap Value Profund Investor Class
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
Marshall & Sterling Wealth Advisors Inc.
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
Transamerica Financial Advisors, Inc.
|
|
|
|
|
|
Missouri Trust & Investment Co
|
|
|
|
|
|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
|
|
|
|
|
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A
|
|
|
|
|
|
Meeder Asset Management Inc
|
|
|
|
|
|
Fidelity D & D Bancorp Inc
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
Pinnacle Bancorp, Inc.
|
|
|
|
|
|
AADEX - AMERICAN BEACON FUNDS - American Beacon Large Cap Value Fund Institutional Class
|
|
|
|
|
|
Lyell Wealth Management, Lp
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
Clear Street Markets Llc
|
|
|
|
|
|
SGIDX - STEWARD FUNDS, INC. - Steward Global Equity Income Fund Class A
|
|
|
|
|
|
Fuller & Thaler Asset Management, Inc.
|
|
|
|
|
|
Matisse Capital
|
|
|
|
|
|
Pineridge Advisors LLC
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco ESG S&P 500 Equal Weight ETF
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
Nearwater Capital Markets, Ltd
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
Childress Capital Advisors, Llc
|
|
|
|
|
|
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF
|
|
|
|
|
|
Trustco Bank Corp N Y
|
|
|
|
|
|
Private Advisory Group LLC
|
|
|
|
|
|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
|
|
PACIFIC SELECT FUND - Comstock Portfolio Class I
|
|
|
|
|
|
BSW Wealth Partners
|
|
|
|
|
|
Premier Path Wealth Partners, LLC
|
|
|
|
|
|
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
|
|
|
|
|
Acadian Asset Management Llc
|
|
|
|
|
|
Sciencast Management LP
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
BlackRock ESG Capital Allocation Trust
|
|
|
|
|
|
ENHCX - CULLEN FUNDS TRUST - Cullen Enhanced Equity Income Fund Class C
|
|
|
|
|
|
Raiffeisen Bank International AG
|
|
|
|
|
|
City State Bank
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - Invesco Oppenheimer Value Fund Class C
|
|
|
|
|
|
Jain Global LLC
|
|
|
|
|
|
Great West Life Assurance Co /can/
|
|
|
|
|
|
Birchbrook, Inc.
|
|
|
|
|
|
Accent Capital Management, LLC
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
|
|
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|
CENTRAL TRUST Co
|
|
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|
|
Rossby Financial, LCC
|
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|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
Morse Asset Management, Inc
|
|
|
|
|
|
USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF
|
|
|
|
|
|
TCG Advisory Services, LLC
|
|
|
|
|
|
New England Capital Financial Advisors LLC
|
|
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|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
Edgemoor Investment Advisors, Inc.
|
|
|
|
|
|
FFNHX - VARIABLE INSURANCE PRODUCTS FUND IV - Industrials Portfolio Initial Class
|
|
|
|
|
|
Klein Pavlis & Peasley Financial, Inc.
|
|
|
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|
American Century Companies Inc
|
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|
|
|
|
SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
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|
|
MQS Management LLC
|
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Prospera Financial Services Inc
|
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Parkside Financial Bank & Trust
|
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New York State Common Retirement Fund
|
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Gateway Investment Advisers Llc
|
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Kozak & Associates, Inc.
|
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Moors & Cabot, Inc.
|
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NOSIX - Northern Funds - Northern Stock Index Fund
|
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|
Robeco Institutional Asset Management B.V.
|
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|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
|
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|
HAP Trading, LLC
|
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Salomon & Ludwin, LLC
|
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|
BlackRock ETF Trust - BlackRock Large Cap Value ETF
|
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|
|
|
|
Whipplewood Advisors, LLC
|
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|
|
|
Bailard, Inc.
|
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Walleye Trading LLC
|
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|
Fisher Asset Management, LLC
|
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|
Prestige Wealth Management Group LLC
|
|
|
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|
Modera Wealth Management, LLC
|
|
|
|
|
|
GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class
|
|
|
|
|
|
PXWGX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG Beta Quality Fund Investor Class
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Basic Value V.I. Fund Class I
|
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|
Black Cypress Capital Management, LLC
|
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|
Glenmede Investment Management, LP
|
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|
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Main Street Mid Cap Fund Class R6
|
|
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|
Graypoint LLC
|
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|
Personal Cfo Solutions, Llc
|
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Tema Etfs Llc
|
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Creative Capital Management Investments LLC
|
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XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
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|
Concurrent Investment Advisors, LLC
|
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|
Lazard Freres Gestion S.A.S.
|
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|
Inceptionr Llc
|
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Ballentine Partners, LLC
|
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|
FCYIX - FIDELITY SELECT PORTFOLIOS - Industrials Portfolio
|
|
|
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|
Tri-continental Corp
|
|
|
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|
|
JNL SERIES TRUST - JNL/Vanguard Equity Income Fund (A)
|
|
|
|
|
|
VLUE - iSHARES TRUST - iShares Edge MSCI USA Value Factor ETF
|
|
|
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|
|
ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A
|
|
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|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
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|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
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|
Paradigm Financial Partners, Llc
|
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Czech National Bank
|
|
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GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
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|
Ameritas Advisory Services, LLC
|
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Landscape Capital Management, L.l.c.
|
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|
Kentucky Retirement Systems Insurance Trust Fund
|
|
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|
Qrg Capital Management, Inc.
|
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SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF
|
|
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|
Wiley Bros.-aintree Capital, Llc
|
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M&G Plc
|
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Royal London Asset Management Ltd
|
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|
Iat Reinsurance Co Ltd.
|
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|
TD Capital Management LLC
|
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|
Pallas Capital Advisors LLC
|
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|
Concord Wealth Partners
|
|
|
|
|
|
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
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|
|
Advisor OS, LLC
|
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|
Aviva Plc
|
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|
Argyle Capital Partners, LLC
|
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|
Jennison Associates Llc
|
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|
SIR Capital Management, L.P.
|
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|
Parallel Advisors, LLC
|
|
|
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|
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
|
|
|
|
|
Richardson Capital Management LLC
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Global Tactical Allocation Portfolio Initial Class
|
|
|
|
|
|
Wolff Wiese Magana Llc
|
|
|
|
|
|
Founders Financial Alliance, LLC
|
|
|
|
|
|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
|
|
|
|
|
ESGIX - VALUED ADVISERS TRUST - Dana Epiphany ESG Equity Fund Institutional Class Shares
|
|
|
|
|
|
Fisher Funds Management LTD
|
|
|
|
|
|
Operose Advisors LLC
|
|
|
|
|
|
GABCX - Gabelli Investor Funds Inc - The Gabelli Abc Fund Class Aaa
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
CGAEX - CALVERT IMPACT FUND INC - Calvert Global Energy Solutions Fund Class A
|
|
|
|
|
|
ABLOX - ALGER PORTFOLIOS - Alger Balanced Portfolio Class I-2
|
|
|
|
|
|
PJFV - PGIM ETF TRUST - PGIM Jennison Focused Value ETF
|
|
|
|
|
|
Ritholtz Wealth Management
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
Camden Capital, LLC
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
Scissortail Wealth Management, LLC
|
|
|
|
|
|
FVDFX - FIDELITY PURITAN TRUST - Fidelity Value Discovery Fund
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
|
|
|
|
|
Cornerstone Advisors, LLC
|
|
|
|
|
|
Boston Family Office Llc
|
|
|
|
|
|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
|
|
|
|
FLC Capital Advisors
|
|
|
|
|
|
Crawford Investment Counsel Inc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
|
|
|
|
|
Gilman Hill Asset Management, LLC
|
|
|
|
|
|
Bridgefront Capital, LLC
|
|
|
|
|
|
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
|
|
|
|
|
|
First PREMIER Bank
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
Moser Wealth Advisors, LLC
|
|
|
|
|
|
Old Second National Bank Of Aurora
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
Aprio Wealth Management, LLC
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
FIL Ltd
|
|
|
|
|
|
Deseret Mutual Benefit Administrators
|
|
|
|
|
|
Kearns & Associates LLC
|
|
|
|
|
|
Occudo Quantitative Strategies Lp
|
|
|
|
|
|
FVD - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line Dividend Index Fund
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
FSLEX - FIDELITY SELECT PORTFOLIOS - Environment and Alternative Energy Portfolio
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
Plato Investment Management Ltd
|
|
|
|
|
|
Central Valley Advisors, Llc
|
|
|
|
|
|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
|
|
|
|
|
DTCAX - BNY Mellon Sustainable U.S. Equity Fund, Inc. - BNY Mellon Sustainable U.S. Equity Fund, Inc. Class A
|
|
|
|
|
|
CNB Bank
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
SUSA - iSHARES TRUST - iShares MSCI USA ESG Select ETF
|
|
|
|
|
|
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
|
|
|
|
|
VWINX - VANGUARD WELLESLEY INCOME FUND - VANGUARD WELLESLEY INCOME FUND Investor Shares
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
CRFRX - CALVERT SOCIAL INVESTMENT FUND - Calvert Focused Value Fund Class R6
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
Credit Industriel Et Commercial
|
|
|
|
|
|
Baker Avenue Asset Management, LP
|
|
|
|
|
|
IMA Wealth, Inc.
|
|
|
|
|
|
Peterson Wealth Services
|
|
|
|
|
|
FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
Beacon Capital Management, LLC
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Core Stock Portfolio
|
|
|
|
|
|
IVGAX - Voya INVESTORS TRUST - VY(R) Invesco Growth and Income Portfolio Class ADV
|
|
|
|
|
|
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
Hancock Whitney Corp
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
FEAC - FIDELITY COVINGTON TRUST - Fidelity Enhanced U.S. All-Cap Equity ETF
|
|
|
|
|
|
Blue Bell Private Wealth Management, Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
|
|
|
|
M. Kulyk & Associates, LLC
|
|
|
|
|
|
Mn Services Vermogensbeheer B.V.
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA Large Cap Value Fund Class A
|
|
|
|
|
|
CarsonAllaria Wealth Management, Ltd.
|
|
|
|
|
|
TGDIX - TCW FUNDS INC - TCW Relative Value Large Cap Fund I Class
|
|
|
|
|
|
Howard Capital Management Inc.
|
|
|
|
|
|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
|
|
|
|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Core Equity Fund
|
|
|
|
|
|
Financiere des Professionnels - Fonds d,investissement inc.
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
Kiker Wealth Management, LLC
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
Fulton Bank, N.a.
|
|
|
|
|
|
RFG - Bristol Wealth Advisors, LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
Point72 Hong Kong Ltd
|
|
|
|
|
|
Thompson Investment Management, Inc.
|
|
|
|
|
|
Oxford Asset Management Llp
|
|
|
|
|
|
Mcdonald Partners Llc
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
WTV - WisdomTree Trust - WisdomTree U.S. Quality Shareholder Yield Fund N/A
|
|
|
|
|
|
Plante Moran Financial Advisors, LLC
|
|
|
|
|
|
Founders Financial Securities Llc
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
|
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
|
|
|
|
|
BMCIX - Blackrock Funds - Blackrock High Equity Income Fund Institutional
|
|
|
|
|
|
Alpha Family Trust
|
|
|
|
|
|
Qsemble Capital Management, LP
|
|
|
|
|
|
Buckingham Strategic Partners
|
|
|
|
|
|
Virtu Financial LLC
|
|
|
|
|
|
Seros Financial, LLC
|
|
|
|
|
|
Centaurus Financial, Inc.
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Diversified Dividend Fund SERIES I
|
|
|
|
|
|
Harris Associates L P
|
|
|
|
|
|
Washington Capital Management Inc
|
|
|
|
|
|
Leavell Investment Management, Inc.
|
|
|
|
|
|
Boreal Capital Management LLC
|
|
|
|
|
|
Keyes, Stange & Wooten Wealth Management, LLC
|
|
|
|
|
|
KADENSA CAPITAL Ltd
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
|
|
|
|
Sarver Vrooman Wealth Advisors
|
|
|
|
|
|
Nvwm, Llc
|
|
|
|
|
|
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF
|
|
|
|
|
|
Pinnacle Associates Ltd
|
|
|
|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
DQIAX - BNY Mellon Investment Funds III - BNY Mellon Equity Income Fund Class A
|
|
|
|
|
|
Cinctive Capital Management LP
|
|
|
|
|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
|
|
|
|
|
Clarius Group, LLC
|
|
|
|
|
|
Cooper Financial Group
|
|
|
|
|
|
E Fund Management Co., Ltd.
|
|
|
|
|
|
Great Lakes Advisors, Llc
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
Ccm Investment Group, Llc
|
|
|
|
|
|
Nations Financial Group Inc, /ia/ /adv
|
|
|
|
|
|
Bowman & Co S.C.
|
|
|
|
|
|
Hurlow Wealth Management Group, Inc.
|
|
|
|
|
|
AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A
|
|
|
|
|
|
SOA Wealth Advisors, LLC.
|
|
|
|
|
|
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares
|
|
|
|
|
|
Adage Capital Partners Gp, L.l.c.
|
|
|
|
|
|
Good Life Advisors, LLC
|
|
|
|
|
|
DIVP - Advisors' Inner Circle Fund II - Cullen Enhanced Equity Income ETF
|
|
|
|
|
|
Ellenbecker Investment Group
|
|
|
|
|
|
MONECO Advisors, LLC
|
|
|
|
|
|
Marcum Wealth, LLC
|
|
|
|
|
|
Verdence Capital Advisors LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
Everence Capital Management Inc
|
|
|
|
|
|
VCIGX - VALIC Co I - Dividend Value Fund
|
|
|
|
|
|
SPC Financial, Inc.
|
|
|
|
|
|
Gilbert & Cook, Inc.
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1
|
|
|
|
|
|
Cibc World Markets Corp
|
|
|
|
|
|
Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A
|
|
|
|
|
|
Meeder Advisory Services, Inc.
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
Kinneret Advisory, LLC
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
DWAFX - Arrow Investments Trust - ARROW DWA BALANCED FUND CLASS A SHARES
|
|
|
|
|
|
Magnolia Capital Advisors Llc
|
|
|
|
|
|
West Financial Advisors, LLC
|
|
|
|
|
|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
|
|
|
|
|
SVIIX - VIRTUS ASSET TRUST - Virtus Ceredex Large-Cap Value Equity Fund Class A
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Mutual Global Discovery Vip Fund Class 1
|
|
|
|
|
|
DeepCurrents Investment Group LLC
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
Norinchukin Bank, The
|
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Midwest Trust Co
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AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A
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MML SERIES INVESTMENT FUND - MML Growth & Income Fund Initial Class
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Squarepoint Ops LLC
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WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
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LGT Group Foundation
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FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund
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SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
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SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
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DAGVX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Dynamic Value Fund Class A
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Advanced Series Trust - Ast Advanced Strategies Portfolio
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Bridgewater Associates, LP
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IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF
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Gamco Investors, Inc. Et Al
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RBF Capital, LLC
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GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
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NWAPX - NATIONWIDE MUTUAL FUNDS - Nationwide Mellon Disciplined Value Fund Eagle Class
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Retirement Systems of Alabama
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Integrated Wealth Concepts LLC
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NLCAX - Voya EQUITY TRUST - Voya Large-Cap Growth Fund Class A
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Dynamic Technology Lab Private Ltd
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Pflug Koory, LLC
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Gladstone Institutional Advisory LLC
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Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
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Keel Point, LLC
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Deutsche Bank Ag\
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Scopus Asset Management, L.p.
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Vestmark Advisory Solutions, Inc.
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MSFRX - MFS SERIES TRUST V - MFS Total Return Fund A
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IPEAX - Voya INVESTORS TRUST - Voya Large Cap Value Portfolio Class ADV
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SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
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BLI - Banque de Luxembourg Investments
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Birmingham Capital Management Co Inc/al
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Soltis Investment Advisors LLC
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HADAX - Hartford Series Fund Inc - Hartford Balanced Hls Fund Ia
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Stock Yards Bank & Trust Co
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L & S Advisors Inc
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MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
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Onefund, Llc
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FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class
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FEKFX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income K6 Fund
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Twinbeech Capital Lp
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Point72 Asset Management, L.P.
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Simmons Bank
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HBK Sorce Advisory LLC
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Securian Asset Management, Inc
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Indiana Trust & Investment Management CO
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Fourth Dimension Wealth, LLC
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Blume Capital Management, Inc.
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North Star Investment Management Corp.
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Baron Wealth Management LLC
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Mizuho Securities Usa Llc
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Cidel Asset Management Inc
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Mirabella Financial Services Llp
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PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
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FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
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Rempart Asset Management Inc.
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ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
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Johnson Financial Group, Inc.
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RiverFront Investment Group, LLC
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Bradley Foster & Sargent Inc/ct
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MCF Advisors LLC
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Valley National Advisers Inc
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R Squared Ltd
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SPUS - Tidal ETF Trust - SP Funds S&P 500 Sharia Industry Exclusions ETF
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PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
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V-Square Quantitative Management LLC
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UBS Group AG
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Franklin Resources Inc
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Geode Capital Management, Llc
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PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A
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DODBX - DODGE & COX FUNDS - Dodge & Cox Balanced Fund
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Profund Advisors Llc
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Advisors Management Group Inc /adv
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FLSPX - Meeder Funds - SPECTRUM FUND Retail Class
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JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A)
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Sax Wealth Advisors, Llc
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OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF
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Austin Private Wealth, LLC
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EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
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PWV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Large Cap Value ETF
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Eaton Vance Tax Advantaged Dividend Income Fund
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SYM FINANCIAL Corp
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ORG Wealth Partners, LLC
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Cresset Asset Management, LLC
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Creative Financial Designs Inc /adv
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Dynamic Advisor Solutions LLC
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QMFNX - AQR Funds - AQR MS Fusion Fund Class N
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Victory Capital Management Inc
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NATIONWIDE VARIABLE INSURANCE TRUST - American Century NVIT Multi Cap Value Fund Class I
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Dakota Wealth Management
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Crossmark Global Holdings, Inc.
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Wealthfront Advisers Llc
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Morton Brown Family Wealth, LLC
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DRW Securities, LLC
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SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
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SPDG - SPDR SERIES TRUST - SPDR Portfolio S&P Sector Neutral Dividend ETF
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CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
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Comprehensive Financial Planning, Inc./PA
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UVALX - USAA MUTUAL FUNDS TRUST - Value Fund Shares
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Daiwa Securities Group Inc.
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GAGAX - GAMCO GLOBAL SERIES FUNDS, INC - The Gabelli Global Rising Income and Dividend Fund CLASS A
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Vinva Investment Management Ltd
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MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
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Newman Dignan & Sheerar, Inc.
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MFWTX - MFS SERIES TRUST VI - MFS Global Total Return Fund A
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USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
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LPL Financial LLC
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TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
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MEFOX - Ultimus Managers Trust - Meehan Focus Fund
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Raleigh Capital Management Inc.
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TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
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Jacobi Capital Management LLC
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MML Series Investment Fund II - MML Equity Rotation Fund Class II
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Syon Capital Llc
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Nordea Investment Management Ab
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BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
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JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
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Polymer Capital Management (US) LLC
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GW&K Investment Management, LLC
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State of New Jersey Common Pension Fund D
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POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
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Nicholas Hoffman & Company, LLC.
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Institute for Wealth Management, LLC.
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TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
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BlackRock ETF Trust - BlackRock Large Cap Core ETF
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QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
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SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
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GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
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CoreCap Advisors, LLC
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New Age Alpha Variable Funds Trust - NAA ALL CAP VALUE SERIES
|
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Insight Inv LLC
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Heartland Bank & Trust Co
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Sentry Investment Management Llc
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FIUSX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Opportunity Fund Class A
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EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB
|
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Bright Futures Wealth Management, LLC.
|
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First Citizens Bank & Trust Co
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Assenagon Asset Management S.A.
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Park Avenue Securities Llc
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Studio Investment Management Llc
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Hoey Investments, Inc
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Jpmorgan Chase & Co
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Abel Hall, LLC
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Todd Asset Management Llc
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Hollencrest Capital Management
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SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A
|
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|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
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|
Axxcess Wealth Management, Llc
|
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Lido Advisors, LLC
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|
FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class
|
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|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
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|
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
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|
PJDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON RISING DIVIDEND FUND Class A
|
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|
Oregon Public Employees Retirement Fund
|
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|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
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|
GQLVX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Value Equity Portfolio
|
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|
Munro Partners
|
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|
LCEAX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Diversified Dividend Fund Class A
|
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|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
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|
Umb Bank N A/mo
|
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|
Venture Visionary Partners LLC
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|
Verition Fund Management LLC
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DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF
|
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|
SZNE - Pacer Funds Trust - Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF
|
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|
PRAXIS FUNDS - Praxis Impact Large Cap Growth ETF
|
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|
IFG Advisory, LLC
|
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|
Transcend Wealth Collective, Llc
|
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|
Semmax Financial Advisors Inc.
|
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|
BlackRock, Inc.
|
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FIDU - FIDELITY COVINGTON TRUST - Fidelity MSCI Industrials Index ETF
|
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|
Blue Square Asset Management, Llc
|
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|
EverSource Wealth Advisors, LLC
|
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|
Jnl Series Trust - Jnl/wmc Value Fund (a)
|
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|
VMVIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Value Index Fund Investor Shares
|
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
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|
Mirova US LLC
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MetLife Investment Management, LLC
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VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
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|
State Of Wisconsin Investment Board
|
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|
Lineweaver Wealth Advisors, LLC
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MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares
|
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|
BNY MELLON VARIABLE INVESTMENT FUND - Growth and Income Portfolio - Initial Shares
|
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|
PFPPX - PRINCIPAL FUNDS INC - MidCap Growth Fund R-3
|
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|
Wedbush Securities Inc
|
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|
Oakworth Capital, Inc.
|
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|
Vision Capital Management, Inc.
|
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|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
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|
HIBL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) High Beta Bull 3X Shares
|
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|
Monetary Management Group Inc
|
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|
Conning Inc.
|
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|
Advisory Services Network, LLC
|
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|
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
|
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|
Private Advisor Group, LLC
|
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|
VCGAX - VALIC Co I - Growth & Income Fund
|
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|
TFC Financial Management
|
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|
Glen Eagle Advisors, LLC
|
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ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A
|
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|
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF
|
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|
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|
SNSR - Global X Funds - Global X Internet of Things ETF
|
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|
Rhumbline Advisers
|
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|
Founders Grove Wealth Partners, Llc
|
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|
FDx Advisors, Inc.
|
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|
|
Redwood Park Advisors LLC
|
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|
Socorro Asset Management LP
|
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|
|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
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|
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|
|
Saturna Capital CORP
|
|
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|
|
|
Deprince Race & Zollo Inc
|
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|
|
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|
Merit Financial Group, LLC
|
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|
Fortis Group Advisors, LLC
|
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|
HCR Wealth Advisors
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
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|
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|
Master's Wealth Management Inc.
|
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|
Tiemann Investment Advisors, Llc
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
SHRAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Aggressive Growth Fund Class A
|
|
|
|
|
|
Baader Bank INC
|
|
|
|
|
|
Northeast Financial Consultants Inc
|
|
|
|
|
|
Cito Capital Group, LLC
|
|
|
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|
|
Machina Capital S.a.s.
|
|
|
|
|
|
Opal Wealth Advisors, LLC
|
|
|
|
|
|
FUKOKU MUTUAL LIFE INSURANCE Co
|
|
|
|
|
|
New Millennium Group LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
ASR Vermogensbeheer N.V.
|
|
|
|
|
|
SRIGX - Gabelli ESG Fund, Inc. - Gabelli ESG Fund, Inc. Class AAA
|
|
|
|
|
|
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
|
|
|
|
|
|
Arete Wealth Advisors, LLC
|
|
|
|
|
|
WGFCX - WELLS FARGO FUNDS TRUST - Wells Fargo Growth Fund Class C
|
|
|
|
|
|
Archetype Wealth Partners
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
Sivia Capital Partners, LLC
|
|
|
|
|
|
FELG - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Growth ETF
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
Gabelli Funds Llc
|
|
|
|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
Mill Creek Capital Advisors, LLC
|
|
|
|
|
|
Dodge & Cox
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
NewEdge Wealth, LLC
|
|
|
|
|
|
Venturi Wealth Management, LLC
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
|
|
|
|
|
Millstone Evans Group, LLC
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Equity Income VIP Fund
|
|
|
|
|
|
Elo Mutual Pension Insurance Co
|
|
|
|
|
|
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
|
|
|
|
|
GAUAX - Gabelli Utilities Fund - The Gabelli Utilities Fund Class A
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K
|
|
|
|
|
|
Nova Wealth Management, Inc.
|
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|
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|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
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|
|
|
|
Nuveen Core Equity Alpha Fund
|
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|
|
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|
WDIAX - WILMINGTON FUNDS - Wilmington Diversified Income Fund Class A Shares
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Special Opportunities Fund Standard Class
|
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|
First Hawaiian Bank
|
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|
Cullen Investment Group, Ltd.
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|
Oarsman Capital, Inc.
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Summit Asset Management, LLC
|
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Trust Co Of Toledo Na /oh/
|
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DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
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|
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|
Perkins Coie Trust Co
|
|
|
|
|
|
IUAAX - Voya PARTNERS INC - VY(R) Invesco Equity and Income Portfolio Class ADV
|
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|
|
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|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
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|
Benjamin Edwards Inc
|
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|
Compass Financial Services Inc
|
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FOWF - Pacer Funds Trust - Pacer Solactive Whitney Future of Warfare ETF
|
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|
Mackenzie Financial Corp
|
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|
CZAR - Themes ETF Trust - Themes Natural Monopoly ETF
|
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|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
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|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
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|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I
|
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|
HQIAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD EQUITY INCOME FUND Class A
|
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|
Concentric Capital Strategies, LP
|
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|
|
VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares
|
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|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
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|
Ossiam
|
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|
UMA Financial Services, Inc.
|
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TEBIX - Franklin Mutual Series Funds - Franklin Mutual Beacon Fund Class A
|
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|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
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Golden State Equity Partners
|
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Agf Management Ltd
|
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Woodline Partners LP
|
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|
RFG Advisory, LLC
|
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|
Whittier Trust Co Of Nevada Inc
|
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|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
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|
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
|
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|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
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|
Public Employees Retirement System Of Ohio
|
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|
Annis Gardner Whiting Capital Advisors, LLC
|
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Center for Financial Planning, Inc.
|
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DT Investment Partners, LLC
|
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Kilter Group LLC
|
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SOL Capital Management CO
|
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Dfa Investment Trust Co - The U.s. Large Cap Value Series
|
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Goelzer Investment Management, Inc.
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TKG Advisors, LLC
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Bridges Investment Management Inc
|
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Poehling Capital Management, LLC
|
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Crestwood Advisors Group LLC
|
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Pacer Advisors, Inc.
|
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Asset Management One Co., Ltd.
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Fred Alger Management, Llc
|
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TD Waterhouse Canada Inc.
|
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Williams Jones Wealth Management, LLC.
|
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EKJAX - WELLS FARGO FUNDS TRUST - Wells Fargo Premier Large Company Growth Fund Class A
|
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PWS - Pacer Funds Trust - Pacer WealthShield ETF
|
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Gsa Capital Partners Llp
|
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|
|
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
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ZDIVX - Zacks Trust - Zacks Dividend Fund Investor Class Shares
|
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|
Counterpoint Mutual Funds LLC
|
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FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
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Summit Trail Advisors, Llc
|
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|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Comstock Fund Series I
|
|
|
|
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|
DIAMX - DIAMOND HILL FUNDS - Diamond Hill Long-Short Fund Class A
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
|
|
|
|
|
|
Amplify ETF Trust - Amplify Etho Climate Leadership U.S. ETF
|
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|
|
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|
National Asset Management, Inc.
|
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|
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|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
|
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|
Eqis Capital Management, Inc.
|
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|
44 Wealth Management Llc
|
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|
Capital Fund Management S.a.
|
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|
Wetzel Investment Advisors, Inc.
|
|
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|
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV
|
|
|
|
|
|
Asset Planning,Inc
|
|
|
|
|
|
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio
|
|
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|
Illinois Municipal Retirement Fund
|
|
|
|
|
|
Cwm, Llc
|
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|
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|
Affinity Investment Advisors, Llc
|
|
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|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
Harrington Investments, INC
|
|
|
|
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|
PBQAX - PRUDENTIAL JENNISON BLEND FUND, INC. - PGIM Jennison Blend Fund Class A
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
S&t Bank/pa
|
|
|
|
|
|
Graham Capital Management, L.P.
|
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|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
Catalyst Financial Partners Llc
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Balanced Portfolio
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
|
|
|
FYEE - Fidelity Greenwood Street Trust - Fidelity Yield Enhanced Equity ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
Putnam Fl Investment Management Co
|
|
|
|
|
|
Howard Hughes Medical Institute
|
|
|
|
|
|
Pitcairn Co
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
Campbell Newman Asset Management Inc
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
|
|
|
Rakuten Securities, Inc.
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
North Growth Management Ltd.
|
|
|
|
|
|
Los Angeles Capital Management Llc
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
New York Life Investment Management Llc
|
|
|
|
|
|
Entropy Technologies, LP
|
|
|
|
|
|
FAVAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Value Fund Class A
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
FMDE - FIDELITY COVINGTON TRUST - Fidelity Enhanced Mid Cap ETF
|
|
|
|
|
|
Transce3nd, LLC
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
FWD - AB Active ETFs, Inc. - AB Disruptors ETF
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
|
|
Fedenia Advisers LLC
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
Dogwood Wealth Management LLC
|
|
|
|
|
|
FQTEX - FRANKLIN STRATEGIC SERIES - Franklin Templeton SMACS: Series E Advisor Class
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT Equity Income Portfolio Class IB
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
INCE - Franklin Templeton ETF Trust - Franklin Liberty U.S. Low Volatility ETF
|
|
|
|
|
|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
Talaria Asset Management Pty Ltd
|
|
|
|
|
|
URTH - iShares, Inc. - iShares MSCI World ETF
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
|
|
FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF
|
|
|
|
|
|
DMCVX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Opportunistic Midcap Value Fund Class A
|
|
|
|
|
|
XHB - SPDR SERIES TRUST - SPDR(R) S&P(R) Homebuilders ETF
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
|
|
|
|
|
USAWX - USAA MUTUAL FUNDS TRUST - World Growth Fund Shares
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
ExodusPoint Capital Management, LP
|
|
|
|
|
|
Aspen Investment Management Inc
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
Ramirez Asset Management, Inc.
|
|
|
|
|
|
Allianzgi Equity & Convertible Income Fund
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
Ignite Planners, LLC
|
|
|
|
|
|
IAG Wealth Partners, LLC
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Value Fund Standard Class
|
|
|
|
|
|
Paces Ferry Wealth Advisors, Llc
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
Total Investment Management Inc
|
|
|
|
|
|
Commerzbank Aktiengesellschaft /fi
|
|
|
|
|
|
Community Bank, N.A.
|
|
|
|
|
|
Icon Wealth Advisors, LLC
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
Chevy Chase Trust Holdings, Inc.
|
|
|
|
|
|
Dai-Ichi Life Insurance Company, Ltd
|
|
|
|
|
|
Atticus Wealth Management, Llc
|
|
|
|
|
|
IVKAX - Voya PARTNERS INC - VY(R) Invesco Comstock Portfolio Class ADV
|
|
|
|
|
|
Intech Investment Management Llc
|
|
|
|
|
|
AlTi Global, Inc.
|
|
|
|
|
|
Grandfield & Dodd, Llc
|
|
|
|
|
|
Estabrook Capital Management
|
|
|
|
|
|
DecisionPoint Financial, LLC
|
|
|
|
|
|
Gables Capital Management Inc.
|
|
|
|
|
|
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
|
|
|
|
|
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
|
|
|
|
|
Scotia Capital Inc.
|
|
|
|
|
|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
|
|
|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A
|
|
|
|
|
|
FSST - FIDELITY COVINGTON TRUST - Fidelity Sustainability U.S. Equity ETF
|
|
|
|
|
|
Phoenix Wealth Advisors
|
|
|
|
|
|
MXEQX - GREAT-WEST FUNDS INC - Great-West Large Cap Value Fund Investor Class
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
|
|
|
|
|
Heritage Wealth Management, Inc.
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
|
|
|
|
|
|
Meiji Yasuda Asset Management Co Ltd.
|
|
|
|
|
|
Alpha Omega Wealth Management LLC
|
|
|
|
|
|
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A
|
|
|
|
|
|
Prosperity Consulting Group, LLC
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
DVIPX - WILLIAMSBURG INVESTMENT TRUST - Davenport Value & Income Fund
|
|
|
|
|
|
WealthTrak Capital Management LLC
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
|
|
|
|
G&S Capital LLC
|
|
|
|
|
|
Hazlett, Burt & Watson, Inc.
|
|
|
|
|
|
Yeomans Consulting Group, Inc.
|
|
|
|
|
|
Savvy Advisors, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
Equitable Holdings, Inc.
|
|
|
|
|
|
Bollard Group LLC
|
|
|
|
|
|
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF
|
|
|
|
|
|
Spirepoint Private Client, Llc
|
|
|
|
|
|
Motco
|
|
|
|
|
|
BLACKROCK MID CAP DIVIDEND SERIES, INC. - BlackRock Mid Cap Dividend Fund Investor A
|
|
|
|
|
|
SHRY - FIRST TRUST EXCHANGE-TRADED FUND VI - Large Cap US Equity Select ETF
|
|
|
|
|
|
JDVRX - PRUDENTIAL INVESTMENT PORTFOLIOS 7 - PGIM JENNISON VALUE FUND Class R
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
Oak Thistle LLC
|
|
|
|
|
|
MFRFX - MFS SERIES TRUST V - MFS Research Fund A
|
|
|
|
|
|
Quantitative Investment Management, LLC
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
Hrt Financial Lp
|
|
|
|
|
|
Franklin Templeton ETF Trust - Franklin Income Focus ETF
|
|
|
|
|
|
Kaufman Rossin Wealth, LLC
|
|
|
|
|
|
Burney Co/
|
|
|
|
|
|
FBUF - Fidelity Greenwood Street Trust - Fidelity Dynamic Buffered Equity ETF
|
|
|
|
|
|
Groupe la Francaise
|
|
|
|
|
|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Chicago Partners Investment Group LLC
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
Cornerstone Total Return Fund Inc
|
|
|
|
|
|
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
|
|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
|
|
|
|
|
RSRFX - Advisors' Inner Circle Fund II - REAVES UTILITIES AND ENERGY INFRASTRUCTURE FUND INSTITUTIONAL CLASS SHARES
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Value
|
|
|
|
|
|
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES
|
|
|
|
|
|
TEQIX - Franklin Mutual Series Funds - Franklin Mutual Quest Fund Class A
|
|
|
|
|
|
Lester Murray Antman dba SimplyRich
|
|
|
|
|
|
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A
|
|
|
|
|
|
Mission Wealth Management, Lp
|
|
|
|
|
|
Riggs Asset Managment Co. Inc.
|
|
|
|
|
|
Haverford Trust Co
|
|
|
|
|
|
Clean Yield Group
|
|
|
|
|
|
Quadcap Wealth Management, LLC
|
|
|
|
|
|
Palisade Asset Management, LLC
|
|
|
|
|
|
GDLFX - FundVantage Trust - Gotham Defensive Long 500 Fund Institutional Class
|
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Towarzystwo Funduszy Inwestycyjnych Pzu Sa
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Ameriflex Group, Inc.
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JNL SERIES TRUST - JNL/Mellon Equity Income Fund (A)
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DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
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IVC Wealth Advisors LLC
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DAACX - Adviser Managed Trust - Diversified Equity Fund
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CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
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Stonebrook Private Inc.
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One Wealth Advisors, LLC
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AllSquare Wealth Management LLC
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State Of Michigan Retirement System
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NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
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ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
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KOMP - SPDR SERIES TRUST - SPDR S&P Kensho New Economies Composite ETF
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MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
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FFEIX - NUVEEN INVESTMENT FUNDS INC - Nuveen Dividend Value Fund Class A
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AFDIX - American Century Mutual Funds, Inc. - Sustainable Equity Fund Investor Class
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Heritage Trust Co
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Raab & Moskowitz Asset Management LLC
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New Age Alpha Variable Funds Trust - NAA LARGE CAP VALUE SERIES
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Asset Dedication, LLC
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VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares
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HBLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD BALANCED INCOME FUND Class A
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Fulcrum Equity Management
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TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
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NALFX - New Alternatives Fund - New Alternatives Fund Class A Shares
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Louisiana State Employees Retirement System
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Vise Technologies, Inc.
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Sherbrooke Park Advisers Llc
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Varma Mutual Pension Insurance Co
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Brighthouse Funds Trust I - Brighthouse/Wellington Large Cap Research Portfolio Class A
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FBCVX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Value Fund
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Capital International Inc /ca/
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FGILX - FIDELITY INVESTMENT TRUST - Fidelity Global Equity Income Fund
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MML SERIES INVESTMENT FUND - MML Income & Growth Fund Initial Class
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National Pension Service
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FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2
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Meadow Creek Wealth Advisors Llc
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Colonial Trust Advisors
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JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
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Logan Capital Management Inc
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Meridian Wealth Management, LLC
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Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
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Fiduciary Trust Co
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ProShare Advisors LLC
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Kingsview Wealth Management, LLC
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Magnetar Financial LLC
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We Are One Seven, LLC
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MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
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Stratos Wealth Partners, LTD.
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Olistico Wealth, LLC
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Canada Pension Plan Investment Board
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TWCUX - American Century Mutual Funds, Inc. - Ultra Fund Investor Class
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Shelton Capital Management
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THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A
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Atomi Financial Group, Inc.
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EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF
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XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
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Systematic Alpha Investments, LLC
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PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
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Nomura Holdings Inc
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DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
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Mangrove Partners
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Secured Retirement Advisors, Llc
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Corbyn Investment Management Inc/md
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IHT Wealth Management, LLC
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LYRWX - Ultimus Managers Trust - Lyrical International Value Equity Fund Institutional Class
|
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Campbell & CO Investment Adviser LLC
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CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares
|
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SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
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Ieq Capital, Llc
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Dimensional Fund Advisors Lp
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FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
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Private Wealth Asset Management, LLC
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Evermay Wealth Management Llc
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BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund
|
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Wealth Alliance
|
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Schonfeld Strategic Advisors LLC
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Main Street Group, LTD
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Ransom Advisory, Ltd
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Profunds - Profund Vp Industrials
|
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Panagora Asset Management Inc
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Steward Partners Investment Advisory, Llc
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DiNuzzo Private Wealth, Inc.
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Carr Financial Group Corp
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Berry Wealth Group, LP
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ALBAX - ALGER FUNDS - Alger Growth & Income Fund Class A
|
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Limestone Investment Advisors LP
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Massmutual Trust Co Fsb/adv
|
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AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Global Responsibility Equity Fund Class A
|
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Parvin Asset Management, LLC
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Charles Schwab Investment Management Inc
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Independence Bank of Kentucky
|
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MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
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INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
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Zacks Investment Management
|
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Picton Mahoney Asset Management
|
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Blackrock Enhanced Equity Dividend Trust
|
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PDS Planning, Inc
|
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SCORX - SATURNA INVESTMENT TRUST - Sextant Core Fund
|
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Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
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Butensky & Cohen Financial Security, Inc
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|
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F
|
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HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
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|
GVLU - Tidal ETF Trust - Gotham 1000 Value ETF
|
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|
Us Bancorp \de\
|
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|
Citadel Advisors Llc
|
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Capital Appreciation Fund Standard Class
|
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|
TWHIX - American Century Mutual Funds, Inc. - Heritage Fund Investor Class
|
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|
West Michigan Advisors, Llc
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|
Cary Street Partner Investment Advisory Llc
|
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Neuberger Berman Group LLC
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|
State of Tennessee, Treasury Department
|
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|
Lawson Kroeker Investment Management Inc/ne
|
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|
American Assets Investment Management, LLC
|
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|
CWC Advisors, LLC.
|
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|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
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|
Smartleaf Asset Management LLC
|
|
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|
Warren Averett Asset Management, LLC
|
|
|
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|
|
Lyrical Asset Management Lp
|
|
|
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|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
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|
|
|
|
Lathrop Investment Management Corp
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
|
|
|
|
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
|
|
|
|
|
FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class
|
|
|
|
|
|
GPIGX - GPS Funds II - GuidePath(R) Growth and Income Fund
|
|
|
|
|
|
Viking Global Investors Lp
|
|
|
|
|
|
Cigna Investments Inc /new
|
|
|
|
|
|
ICONIQ Capital, LLC
|
|
|
|
|
|
Crewe Advisors LLC
|
|
|
|
|
|
MJT & Associates Financial Advisory Group, Inc.
|
|
|
|
|
|
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
|
|
|
|
|
Jackson Hole Capital Partners, LLC
|
|
|
|
|
|
Group One Trading, L.p.
|
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|
|
|
|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
|
|
|
|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
|
|
|
|
ISAM Funds (UK) Ltd
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
|
|
|
|
|
Assetmark, Inc
|
|
|
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|
|
Sandhill Capital Partners LLC
|
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|
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|
|
Widmann Financial Services, Inc.
|
|
|
|
|
|
Vision Financial Markets Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
|
|
|
Richard W. Paul & Associates, LLC
|
|
|
|
|
|
Gabelli Equity Trust Inc
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP T. Rowe Price Equity Income Portfolio Initial Class
|
|
|
|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Virtue Capital Management, LLC
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
|
|
|
|
Capital A Wealth Management, LLC
|
|
|
|
|
|
Spdr S&p 500 Etf Trust
|
|
|
|
|
|
Resonant Capital Advisors, LLC
|
|
|
|
|
|
Lee Danner & Bass Inc
|
|
|
|
|
|
Mather Group, Llc.
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
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|
|
SummitTX Capital, L.P.
|
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|
|
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|
Atlas Brown,Inc.
|
|
|
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|
|
Generali Asset Management SPA SGR
|
|
|
|
|
|
IRVIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Value Index Portfolio Class I
|
|
|
|
|
|
MPISX - BNY MELLON FUNDS TRUST - BNY Mellon Income Stock Fund Class M Shares
|
|
|
|
|
|
Foresight Group Ltd Liability Partnership
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
|
|
Norden Group Llc
|
|
|
|
|
|
Lcnb Corp
|
|
|
|
|
|
L2 Asset Management, LLC
|
|
|
|
|
|
POWA - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Defensive Equity ETF
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
AUXAX - FORUM FUNDS - Auxier Focus Fund A Shares
|
|
|
|
|
|
VINAX - VANGUARD WORLD FUND - Vanguard Industrials Index Fund Admiral Shares
|
|
|
|
|
|
Nebula Research & Development LLC
|
|
|
|
|
|
Mpwm Advisory Solutions, Llc
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
RPFCX - DAVIS SERIES INC - Davis Appreciation & Income Fund Class A
|
|
|
|
|
|
Proficio Capital Partners LLC
|
|
|
|
|
|
Brighthouse Funds Trust II - MFS Total Return Portfolio Class A
|
|
|
|
|
|
SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF
|
|
|
|
|
|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
|
|
|
|
SSIFX - SATURNA INVESTMENT TRUST - Sextant International Fund Investor Shares
|
|
|
|
|
|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
|
|
|
|
|
Chemung Canal Trust Co
|
|
|
|
|
|
Emerald Investment Partners, Llc
|
|
|
|
|
|
Wrapmanager Inc
|
|
|
|
|
|
Peloton Wealth Strategists
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
Maven Securities LTD
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
|
|
AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF
|
|
|
|
|
|
Farringdon Capital, Ltd.
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Industrials Sector Fund (A)
|
|
|
|
|
|
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF
|
|
|
|
|
|
Robertson Stephens Wealth Management, LLC
|
|
|
|
|
|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
|
|
|
|
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
|
|
|
|
|
Rehmann Capital Advisory Group
|
|
|
|
|
|
Institutional Investment Strategy Fund
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
TWBIX - American Century Mutual Funds, Inc. - Balanced Fund Investor Class
|
|
|
|
|
|
Citizens National Bank Trust Department
|
|
|
|
|
|
Integrated Advisors Network LLC
|
|
|
|
|
|
GUNZ - Spinnaker ETF Series - Tuttle Capital Self Defense Index ETF
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1
|
|
|
|
|
|
Xn Lp
|
|
|
|
|
|
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
|
|
|
|
|
Inscription Capital, LLC
|
|
|
|
|
|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
|
|
|
|
|
Allianzgi Diversified Income & Convertible Fund
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic Franklin Dividend and Income Managed Risk Portfolio Class II Shares
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
Peregrine Asset Advisers, Inc.
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
Acap Strategic Fund
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Ultra Fund Standard Class
|
|
|
|
|
|
PCBCX - Victory Portfolios IV - Victory Pioneer Balanced Fund Class C
|
|
|
|
|
|
SSGFX - SATURNA INVESTMENT TRUST - SEXTANT GROWTH FUND Sextant Growth Fund Investor Shares
|
|
|
|
|
|
MID - AMERICAN CENTURY ETF TRUST - American Century Mid Cap Growth Impact ETF
|
|
|
|
|
|
Dorsey & Whitney Trust CO LLC
|
|
|
|
|
|
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund
|
|
|
|
|
|
Interval Partners, LP
|
|
|
|
|
|
Alteri Wealth LLC
|
|
|
|
|
|
Sierra Ocean, Llc
|
|
|
|
|
|
BNY MELLON SUSTAINABLE U.S. EQUITY PORTFOLIO, INC. - BNY Mellon Sustainable U.S. Equity Portfolio, Inc. - Initial Shares
|
|
|
|
|
|
Ingalls & Snyder Llc
|
|
|
|
|
|
NEW YORK LIFE INVESTMENTS VP FUNDS TRUST - NYLI VP MFS Investors Trust Portfolio Service Class
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
Park Square Financial Group, LLC
|
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
|
Bayforest Capital Ltd
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
Gabelli Dividend & Income Trust
|
|
|
|
|
|
Profunds - Profund Vp Ultrabull
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Dividend Opportunity Fund Class 3
|
|
|
|
|
|
1620 Investment Advisors, Inc.
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
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|
Arlington Trust Co LLC
|
|
|
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|
|
GPAFX - VICTORY PORTFOLIOS - Victory RS Large Cap Alpha Fund Class A
|
|
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|
|
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
|
|
|
|
|
ORG Partners LLC
|
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|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A
|
|
|
|
|
|
FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund
|
|
|
|
|
|
US Asset Management LLC
|
|
|
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|
Red Tortoise LLC
|
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PAPI - Morgan Stanley ETF Trust - Parametric Equity Premium Income ETF
|
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Roxbury Financial LLC
|
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|
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|
|
WBAT - WisdomTree Trust - WisdomTree Battery Value Chain and Innovation Fund NA
|
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|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
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|
Greater Midwest Financial Group, LLC
|
|
|
|
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|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
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SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
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Geneos Wealth Management Inc.
|
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CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
|
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|
Skopos Labs, Inc.
|
|
|
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VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
Caldwell Securities, Inc
|
|
|
|
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JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
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|
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Marshall Wace, Llp
|
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BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES
|
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|
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
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Mayflower Financial Advisors, LLC
|
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Bank Of Nova Scotia
|
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Boothbay Fund Management, Llc
|
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Proffitt & Goodson Inc
|
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Red Spruce Capital, LLC
|
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CBIZ Investment Advisory Services, LLC
|
|
|
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DRFAX - DAVIS NEW YORK VENTURE FUND INC - Davis Research Fund Class A
|
|
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|
Blackrock Enhanced Capital & Income Fund, Inc.
|
|
|
|
|
|
FVRMX - Franklin Value Investors Trust - Franklin Microcap Value Fund Advisor Class
|
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|
|
|
|
NMCAX - Voya EQUITY TRUST - Voya MidCap Opportunities Fund Class A
|
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|
MFA Wealth Services
|
|
|
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|
Rosenberg Matthew Hamilton
|
|
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NEOS Investment Management LLC
|
|
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SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
SPMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Momentum ETF
|
|
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|
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BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
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ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
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Achmea Investment Management B.V.
|
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Tocqueville Asset Management L.p.
|
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PFG Investments, LLC
|
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General Partner, Inc.
|
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California Public Employees Retirement System
|
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Heritage Wealth Advisors
|
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King Luther Capital Management Corp
|
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United Asset Strategies, Inc.
|
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FDMO - FIDELITY COVINGTON TRUST - Fidelity Momentum Factor ETF
|
|
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GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
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Exchange Traded Concepts, Llc
|
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GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class
|
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|
Brown Brothers Harriman & Co
|
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|
HB Wealth Management, LLC
|
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Ronald Blue Trust, Inc.
|
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Prime Capital Investment Advisors, LLC
|
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VNEYX - Advisors' Inner Circle Fund II - Vontobel Global Environmental Change Fund Y Shares
|
|
|
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|
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FEUS - FlexShares Trust - FlexShares ESG & Climate US Large Cap Core Index Fund
|
|
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|
Brinker Capital Investments, LLC
|
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FRBSX - Franklin Value Investors Trust - Franklin Mutual U.s. Value Fund Class A
|
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Marietta Investment Partners Llc
|
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RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF
|
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|
Everhart Financial Group, Inc.
|
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Pinkerton Retirement Specialists, LLC
|
|
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Jnl Series Trust - Jnl/franklin Templeton Income Fund (a)
|
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|
Korea Investment CORP
|
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IYJ - iSHARES TRUST - iShares U.S. Industrials ETF
|
|
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|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
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|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
|
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|
|
First Horizon Advisors, Inc.
|
|
|
|
|
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SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1
|
|
|
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|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
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|
Parkworth Wealth Management, Inc.
|
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|
Pathstone Holdings, LLC
|
|
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|
|
Lowe Brockenbrough & Co Inc
|
|
|
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|
|
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
|
|
|
|
|
Oak Harbor Wealth Partners, Llc
|
|
|
|
|
|
VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares
|
|
|
|
|
|
Lee Johnson Capital Management, Llc
|
|
|
|
|
|
World Equity Group, Inc.
|
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|
|
|
|
Charter Capital Management, LLC\DE
|
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|
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|
|
Putney Financial Group LLC
|
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|
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|
|
Berkshire Asset Management Llc/pa
|
|
|
|
|
|
Richmond Investment Services, LLC
|
|
|
|
|
|
NUDV - Nushares ETF Trust - Nuveen ESG Dividend ETF
|
|
|
|
|
|
IOO - iSHARES TRUST - iShares Global 100 ETF
|
|
|
|
|
|
Handelsbanken Fonder AB
|
|
|
|
|
|
REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF
|
|
|
|
|
|
Cetera Trust Company, N.A
|
|
|
|
|
|
Accurate Wealth Management, LLC
|
|
|
|
|
|
MITTX - MASSACHUSETTS INVESTORS TRUST - Massachusetts Investors Trust A
|
|
|
|
|
|
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
|
|
|
|
|
IMC-Chicago, LLC
|
|
|
|
|
|
Reaves W H & Co Inc
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
Investment Management Corp of Ontario
|
|
|
|
|
|
Rainier Family Wealth Inc
|
|
|
|
|
|
Associated Banc-corp
|
|
|
|
|
|
Lansforsakringar Fondforvaltning AB (publ)
|
|
|
|
|
|
Seacrest Wealth Management, Llc
|
|
|
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Comstock Portfolio Class IB
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
|
|
|
|
|
Ferguson Wellman Capital Management, Inc
|
|
|
|
|
|
Vontobel Holding Ltd.
|
|
|
|
|
|
Soros Fund Management Llc
|
|
|
|
|
|
FBLAX - FRANKLIN INVESTORS SECURITIES TRUST - Franklin Managed Income Fund CLASS A
|
|
|
|
|
|
Foundations Investment Advisors, LLC
|
|
|
|
|
|
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class
|
|
|
|
|
|
Park Place Capital Corp
|
|
|
|
|
|
American Investment Services, Inc.
|
|
|
|
|
|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
|
|
|
Voya Infrastructure, Industrials & Materials Fund
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Financial Strategies Group, Inc.
|
|
|
|
|
|
DLQAX - BNY Mellon Investment Funds V, Inc. - BNY Mellon Large Cap Equity Fund Class A
|
|
|
|
|
|
Summit Financial, LLC
|
|
|
|
|
|
PENN SERIES FUNDS INC - Large Core Value Fund
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
NEXTX - SHELTON FUNDS - Shelton Green Alpha Fund
|
|
|
|
|
|
Alta Advisers Ltd
|
|
|
|
|
|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
|
|
|
Brookstone Capital Management
|
|
|
|
|
|
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
|
|
|
|
|
Holos Integrated Wealth LLC
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
Strategic Planning Group, Llc
|
|
|
|
|
|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Tcw Group Inc
|
|
|
|
|
|
PEYAX - PUTNAM EQUITY INCOME FUND - PUTNAM EQUITY INCOME FUND Class A Shares
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Mutual Shares Vip Fund Class 1
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
GHP Investment Advisors, Inc.
|
|
|
|
|
|
SIMS - SPDR SERIES TRUST - SPDR S&P Kensho Intelligent Structures ETF
|
|
|
|
|
|
Oddo Bhf Asset Management Sas
|
|
|
|
|
|
DnB Asset Management AS
|
|
|
|
|
|
Bank of Jackson Hole Trust
|
|
|
|
|
|
Twin Tree Management, LP
|
|
|
|
|
|
First Affirmative Financial Network
|
|
|
|
|
|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
LGVAX - Legg Mason Global Asset Management Trust - ClearBridge Value Trust Class A
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
|
|
|
Pin Oak Investment Advisors Inc
|
|
|
|
|
|
Kentucky Retirement Systems
|
|
|
|
|
|
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
|
|
|
|
|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
|
|
|
|
Umpqua Bank
|
|
|
|
|
|
Itau Unibanco Holding S.A.
|
|
|
|
|
|
Cottage Street Advisors LLC
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
Bridgewater Advisors Inc.
|
|
|
|
|
|
VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares
|
|
|
|
|
|
CRTC - DBX ETF TRUST - Xtrackers US National Critical Technologies ETF
|
|
|
|
|
|
Blue Capital, Inc.
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
Eisler Capital Management Ltd.
|
|
|
|
|
|
Wexford Capital Lp
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Growth And Income Fund Series I
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Research Series Initial Class
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
BLB&B Advisors, LLC
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
Silvant Capital Management LLC
|
|
|
|
|
|
Apeiron RIA LLC
|
|
|
|
|
|
LGILX - LAUDUS TRUST - Laudus U.S. Large Cap Growth Fund
|
|
|
|
|
|
IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equity And Income Fund Series I
|
|
|
|
|
|
Topsail Wealth Management, LLC
|
|
|
|
|
|
RMB Capital Management, LLC
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
Impax Asset Management Group plc
|
|
|
|
|
|
Miracle Mile Advisors, LLC
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
Sagespring Wealth Partners, Llc
|
|
|
|
|
|
FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class
|
|
|
|
|
|
Chelsea Counsel Co
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Franklin Templeton Global Equity Managed Volatility Fund Standard Class
|
|
|
|
|
|
IEOPX - Voya INVESTORS TRUST - Voya Large Cap Growth Portfolio Class ADV
|
|
|
|
|
|
Tiaa Trust, National Association
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Select Mid Cap Managed Volatility Fund Standard Class
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
|
|
|
|
Baldwin Investment Management, LLC
|
|
|
|
|
|
Daymark Wealth Partners, Llc
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
AlphaCore Capital LLC
|
|
|
|
|
|
Binnacle Investments Inc
|
|
|
|
|
|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
|
|
|
|
AIGOX - ALGER PORTFOLIOS - Alger Growth & Income Portfolio Class I-2
|
|
|
|
|
|
Strategic Investment Solutions, Inc. /IL
|
|
|
|
|
|
Pictet & Cie (Europe) SA
|
|
|
|
|
|
CWA Asset Management Group, LLC
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF
|
|
|
|
|
|
Cullen Capital Management, LLC
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
Tompkins Financial Corp
|
|
|
|
|
|
Reuter James Wealth Management, Llc
|
|
|
|
|
|
Delta Asset Management Llc/tn
|
|
|
|
|
|
PRAXIS FUNDS - Praxis Impact Large Cap Value ETF
|
|
|
|
|
|
Legacy Bridge, LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund
|
|
|
|
|
|
Hennion & Walsh Asset Management, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
|
|
|
|
|
Voleon Capital Management Lp
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
Forum Financial Management, LP
|
|
|
|
|
|
Davis R M Inc
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares
|
|
|
|
|
|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
|
|
|
|
YHB Investment Advisors, Inc.
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
New Age Alpha Advisors, LLC
|
|
|
|
|
|
Crews Bank & Trust
|
|
|
|
|
|
LYRIX - Ultimus Managers Trust - Lyrical U.S. Value Equity Fund Institutional Class
|
|
|
|
|
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
|
|
|
|
|
ACVF - ETF Opportunities Trust - American Conservative Values ETF
|
|
|
|
|
|
FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund
|
|
|
|
|
|
Hilltop Holdings Inc.
|
|
|
|
|
|
Advisors Capital Management, LLC
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
Rathbone Brothers plc
|
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|
CDGCX - Unified Series Trust - Crawford Dividend Growth Fund - Class C
|
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|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
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|
Gen-Wealth Partners Inc
|
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|
Zions Bancorporation, National Association /ut/
|
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|
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Rising Dividends Fund Class C
|
|
|
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|
|
Freestone Capital Holdings, LLC
|
|
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class
|
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SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
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|
Longboard Asset Management, LP
|
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FLRAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Large Cap Select Fund Class A
|
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|
IPG Investment Advisors LLC
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|
Montecito Bank & Trust
|
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REAP Financial Group, LLC
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LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
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|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
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|
Diamond Hill Capital Management Inc
|
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|
Federation des caisses Desjardins du Quebec
|
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SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
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|
RPG Investment Advisory, LLC
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|
Hughes Financial Services, LLC
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Bingham Private Wealth, Llc
|
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Perritt Capital Management Inc
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HFM Investment Advisors, LLC
|
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BCJ Capital Management, LLC
|
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|
SUNAMERICA SERIES TRUST - SA MFS Total Return Portfolio Class 1
|
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|
Kornitzer Capital Management Inc /ks
|
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|
Brighton Jones Llc
|
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Legacy CG, LLC
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Wealthspire Advisors, LLC
|
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Banque Cantonale Vaudoise
|
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Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
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|
BLACKROCK FUNDS VII, INC. - BlackRock Sustainable U.S. Value Equity Fund - Class K Shares
|
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|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
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MorganRosel Wealth Management, LLC
|
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|
First American Bank
|
|
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REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y
|
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|
Shufro Rose & Co Llc
|
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EARAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A
|
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SurgoCap Partners LP
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DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
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|
Eaton Vance Tax-managed Buy-write Income Fund
|
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GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
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Consolidated Planning Corp
|
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USS Investment Management Ltd
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AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
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MAINSTAY VP FUNDS TRUST - MainStay VP Balanced Portfolio Initial Class
|
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Evoke Wealth, Llc
|
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Natixis Advisors, L.p.
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Point72 Asia (Singapore) Pte. Ltd.
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NATIONWIDE VARIABLE INSURANCE TRUST - BlackRock NVIT Equity Dividend Fund Class I
|
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AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A
|
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Brown Advisory Inc
|
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DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF
|
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|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
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AMANX - AMANA MUTUAL FUNDS TRUST - AMANA INCOME FUND Amana Income Fund Investor Shares
|
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Meyer Handelman Co
|
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Winthrop Capital Management, LLC
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Advantage Advisers Xanthus Fund, L.l.c.
|
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Quantinno Capital Management LP
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Penserra Capital Management LLC
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Fortitude Family Office, LLC
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Dividend Value Managed Volatility Fund Standard Class
|
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VEGN - ETF Series Solutions - US Vegan Climate ETF
|
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WELLS FARGO VARIABLE TRUST - Wells Fargo VT Omega Growth Fund Class 1
|
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|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
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|
Hillsdale Investment Management Inc.
|
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Trexquant Investment LP
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Optas, LLC
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IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
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First Pacific Financial
|
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Mutual Of America Capital Management Llc
|
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Avantra Family Wealth, Inc.
|
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Texas Bank & Trust Co
|
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Ewing Morris & Co. Investment Partners Ltd.
|
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IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
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Norges Bank
|
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|
JNBA Financial Advisors
|
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Addison Advisors LLC
|
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|
Mirae Asset Global Investments Co., Ltd.
|
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|
DUSL - Direxion Shares ETF Trust - Direxion Daily Industrials Bull 3X Shares
|
|
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|
N.E.W. Advisory Services LLC
|
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|
Crux Wealth Advisors
|
|
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|
Globeflex Capital L P
|
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|
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A
|
|
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|
Parallax Volatility Advisers, L.P.
|
|
|
|
|
|
IDPIX - Profunds - Industrials Ultrasector Profund Investor Class
|
|
|
|
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|
Compagnie Lombard Odier SCmA
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
|
|
Creegan & Nassoura Financial Group, LLC
|
|
|
|
|
|
BBISX - Sterling Capital Funds - Sterling Capital Behavioral Large Cap Value Equity Fund Institutional Class
|
|
|
|
|
|
UXI - PROSHARES TRUST - ProShares Ultra Industrials
|
|
|
|
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|
First Financial Bank - Trust Division
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - International Equity Portfolio
|
|
|
|
|
|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
|
|
|
|
|
Insigneo Advisory Services, Llc
|
|
|
|
|
|
Fairscale Capital, LLC
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
FBCV - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Value ETF
|
|
|
|
|
|
GRSPX - Total Fund Solution - Cromwell Greenspring Mid Cap Fund Institutional Class
|
|
|
|
|
|
Intact Investment Management Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
Clearbridge Investments, LLC
|
|
|
|
|
|
Hartford Investment Management Co
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
Waratah Capital Advisors Ltd.
|
|
|
|
|
|
Americana Partners, LLC
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
Nicolet Advisory Services, Llc
|
|
|
|
|
|
Allegiance Financial Group Advisory Services LLC
|
|
|
|
|
|
MASTERINVEST Kapitalanlage GmbH
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
Busey Wealth Management
|
|
|
|
|
|
Bayesian Capital Management, LP
|
|
|
|
|
|
Azzad Asset Management Inc /adv
|
|
|
|
|
|
Prescott Group Capital Management, L.l.c.
|
|
|
|
|
|
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
|
|
|
|
|
Radnor Capital Management, LLC
|
|
|
|
|
|
First National Bank & Trust Co Of Newtown
|
|
|
|
|
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
|
|
|
|
|
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
|
|
|
|
|
|
CHDEX - CULLEN FUNDS TRUST - Cullen High Dividend Equity Fund Retail Class
|
|
|
|
|
|
E Fund Management (Hong Kong) Co., Ltd.
|
|
|
|
|
|
Dana Investment Advisors, Inc.
|
|
|
|
|
|
Norris Perne & French Llp/mi
|
|
|
|
|
|
Centennial Bank/AR/
|
|
|
|
|
|
Financial Insights, Inc.
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
Strategic Planning, Inc.
|
|
|
|
|
|
Drive Wealth Management, Llc
|
|
|
|
|
|
Avalon Trust Co
|
|
|
|
|
|
IAUTX - AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - INVESCO Dividend Income Fund Class A
|
|
|
|
|
|
Harrell Investment Partners, Llc
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
Arjuna Capital
|
|
|
|
|
|
Westside Investment Management, Inc.
|
|
|
|
|
|
Alkeon Capital Management Llc
|
|
|
|
|
|
Boyd Watterson Asset Management Llc/oh
|
|
|
|
|
|
AMF Pensionsforsakring AB
|
|
|
|
|
|
Rafferty Asset Management, LLC
|
|
|
|
|
|
Axa S.a.
|
|
|
|
|
|
CenterBook Partners LP
|
|
|
|
|
|
Inspire Trust Co, N.a.
|
|
|
|
|
|
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
|
|
|
|
|
Mufg Securities Americas Inc.
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Investors Trust Series Initial Class
|
|
|
|
|
|
IWL - iSHARES TRUST - iShares Russell Top 200 ETF
|
|
|
|
|
|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
|
|
|
|
Global Trust Asset Management, LLC
|
|
|
|
|
|
IAVGX - Voya VARIABLE FUNDS - Voya Growth and Income Portfolio Class ADV
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund
|
|
|
|
|
|
EAFVX - EATON VANCE GROWTH TRUST - Eaton Vance Focused Value Opportunities Fund Class A
|
|
|
|
|
|
Anchor Capital Advisors Llc
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
|
|
|
|
|
Robeco Schweiz AG
|
|
|
|
|
|
111 Capital
|
|
|
|
|
|
Curat Global, LLC
|
|
|
|
|
|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
|
|
|
|
NMIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Enhanced Core Fund Class A
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
|
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
|
|
|
|
|
|
Stoneridge Investment Partners Llc
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - EQUITY PORTFOLIO Class I
|
|
|
|
|
|
Hager Investment Management Services, Llc
|
|
|
|
|
|
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Rising Dividends Vip Fund Class 1
|
|
|
|
|
|
Intrua Financial, LLC
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
FDVKX - FIDELITY PURITAN TRUST - Fidelity Value Discovery K6 Fund
|
|
|
|
|
|
First American Trust, Fsb
|
|
|
|
|
|
Boston Private Wealth Llc
|
|
|
|
|
|
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A
|
|
|
|
|
|
AMTAX - AB BOND FUND, INC. - AB All Market Real Return Portfolio Class A
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
Winton Capital Group Ltd
|
|
|
|
|
|
LaSalle St. Investment Advisors, LLC
|
|
|
|
|
|
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
|
|
High Note Wealth, LLC
|
|
|
|
|
|
Defined Wealth Management, Llc
|
|
|
|
|
|
Mitchell & Pahl Private Wealth, Llc
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
BVOIX - Perpetual Americas Funds Trust - Barrow Hanley US Value Opportunities Fund Institutional Shares
|
|
|
|
|
|
First Command Advisory Services, Inc.
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Total Return Series Initial Class
|
|
|
|
|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
|
|
|
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
Outlook Wealth Advisors, LLC
|
|
|
|
|
|
MainStreet Investment Advisors LLC
|
|
|
|
|
|
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
|
|
|
|
|
Fidelis Capital Partners, LLC
|
|
|
|
|
|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
Davidson Kempner Capital Management Lp
|
|
|
|
|
|
Silvercrest Asset Management Group Llc
|
|
|
|
|
|
IEDAX - Voya EQUITY TRUST - Voya Large Cap Value Fund Class A
|
|
|
|
|
|
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class
|
|
|
|
|
|
Capstone Investment Advisors, Llc
|
|
|
|
|
|
Provenance Wealth Advisors, LLC
|
|
|
|
|
|
FSHOX - FIDELITY SELECT PORTFOLIOS - Construction and Housing Portfolio
|
|
|
|
|
|
NEW YORK LIFE INVESTMENTS VP FUNDS TRUST - NYLI VP MFS Research Portfolio Service Class
|
|
|
|
|
|
McGlone Suttner Wealth Management, Inc.
|
|
|
|
|
|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
|
|
|
EQNAX - MFS SERIES TRUST VII - MFS Equity Income Fund A
|
|
|
|
|
|
Chilton Capital Management Llc
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
Ceredex Value Advisors LLC
|
|
|
|
|
|
Mark Sheptoff Financial Planning, Llc
|
|
|
|
|
|
Dynamic Wealth Strategies, LLC
|
|
|
|
|
|
JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
Voya Financial Advisors, Inc.
|
|
|
|
|
|
ACSTX - Aim Sector Funds (invesco Sector Funds) - Invesco Comstock Fund Class A
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
Parcion Private Wealth LLC
|
|
|
|
|
|
GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional
|
|
|
|
|
|
Kestra Investment Management, LLC
|
|
|
|
|
|
DBALX - WILLIAMSBURG INVESTMENT TRUST - Davenport Balanced Income Fund
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
|
|
|
|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
|
|
|
|
|
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
|
|
|
|
|
PFS Partners, LLC
|
|
|
|
|
|
Jump Financial, LLC
|
|
|
|
|
|
Eubel Brady & Suttman Asset Management Inc
|
|
|
|
|
|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
|
|
|
|
Capital World Investors
|
|
|
|
|
|
PENN SERIES FUNDS INC - Index 500 Fund
|
|
|
|
|
|
North Ridge Wealth Advisors, Inc.
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Legg Mason BW Large Cap Value Portfolio Class 1
|
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|
|
|
|
SPHB - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Beta ETF
|
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|
COMMERCE FUNDS - The MidCap Value Fund Shares
|
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|
|
Impact Capital Partners LLC
|
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|
Blair William & Co/il
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FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class
|
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Auxier Asset Management
|
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|
Walleye Capital LLC
|
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SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
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|
OMNI 360 Wealth, Inc.
|
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GVEYX - GuideStone Funds - VALUE EQUITY FUND Institutional
|
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SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
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|
Tudor Investment Corp Et Al
|
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|
Allianz Asset Management GmbH
|
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SG Americas Securities, LLC
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Pandora Wealth, Inc.
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Rothschild Investment Llc
|
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MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
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Wedmont Private Capital
|
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VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
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Police & Firemen's Retirement System of New Jersey
|
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Goldstein Advisors, LLC
|
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FVLAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Value Leaders Fund Class A
|
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SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
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Standard Life Aberdeen plc
|
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PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares
|
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La Banque Postale Asset Management SA
|
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GCAEX - Gabelli Equity Series Funds Inc - The Gabelli Equity Income Fund Class A
|
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Mbb Public Markets I Llc
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Sage Mountain Advisors LLC
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Healthcare Of Ontario Pension Plan Trust Fund
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McIlrath & Eck, LLC
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Metis Global Partners, LLC
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GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional
|
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Wolverine Trading, Llc
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Capital International Sarl
|
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Evolution Wealth Management Inc.
|
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VARIABLE INSURANCE PRODUCTS FUND - Equity-Income Portfolio Initial Class
|
|
|
|
|
|
USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF
|
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DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF
|
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Lowe Wealth Advisors, LLC
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Fifth Third Bancorp
|
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QLMGOX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Aggressive Growth Portfolio Class I
|
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|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
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DALVX - Dunham Funds - Dunham Large Cap Value Fund Class A
|
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Rise Advisors, LLC
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TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
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ZABDFX - American Beacon Institutional Funds Trust - American Beacon Diversified Fund AAL Class
|
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MADE - iSHARES TRUST - iShares U.S. Manufacturing ETF
|
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Northwestern Mutual Wealth Management Co
|
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Easterly Investment Partners Llc
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QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1
|
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THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A
|
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Kcm Investment Advisors Llc
|
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Bank Of Hawaii
|
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NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF
|
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ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
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Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Growers ETF
|
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M&t Bank Corp
|
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Alta Wealth Advisors LLC
|
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AdvisorNet Financial, Inc
|
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PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
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RSPN - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Industrials ETF
|
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Pettyjohn, Wood & White, Inc
|
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Gabelli Global Small & Mid Cap Value Trust
|
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Navalign, LLC
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Regents Gate Capital LLP
|
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Aspect Partners, LLC
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Oppenheimer Asset Management Inc.
|
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Avidian Wealth Solutions, LLC
|
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FKGRX - Franklin Custodian Funds - Franklin Growth Fund Class A
|
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Private Trust Co Na
|
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Ameriprise Financial Inc
|
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RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
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|
Royal Bank Of Canada
|
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|
Corton Capital Inc.
|
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Buska Wealth Management, LLC
|
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PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
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|
State of Wyoming
|
|
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First Trust Advisors Lp
|
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Journey Strategic Wealth Llc
|
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MSTGX - Morningstar Funds Trust - Morningstar Global Income Fund
|
|
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|
|
Xponance, Inc.
|
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|
Armstrong Advisory Group, Inc
|
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|
Strategic Blueprint, LLC
|
|
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|
|
|
PRUDENTIAL SERIES FUND - VALUE PORTFOLIO Class I
|
|
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|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
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|
|
|
Crowley Wealth Management, Inc.
|
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|
|
JustInvest LLC
|
|
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|
Avion Wealth
|
|
|
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|
FHEQ - Fidelity Greenwood Street Trust - Fidelity Hedged Equity ETF
|
|
|
|
|
|
Clifford Swan Investment Counsel Llc
|
|
|
|
|
|
Tradewinds Capital Management, LLC
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
NLSAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Long Short Fund Class A
|
|
|
|
|
|
Electron Capital Partners, LLC
|
|
|
|
|
|
1858 Wealth Management, Llc
|
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|
|
Mariner, LLC
|
|
|
|
|
|
Citizens Financial Group Inc/ri
|
|
|
|
|
|
Ing Groep Nv
|
|
|
|
|
|
FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I
|
|
|
|
|
|
MAPAX - MAINSTAY FUNDS - MainStay MAP Equity Fund Class A
|
|
|
|
|
|
NWFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Fund Class A
|
|
|
|
|
|
Vantage Financial Partners, LLC
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
|
|
|
|
|
Boltwood Capital Management
|
|
|
|
|
|
Massachusetts Financial Services Co /ma/
|
|
|
|
|
|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
|
|
|
|
GAST - Gabelli ETFs Trust - Gabelli Automation ETF
|
|
|
|
|
|
DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Income Portfolio
|
|
|
|
|
|
FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
ACGIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Growth And Income Fund Class A
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Franklin Rising Dividends Portfolio Class IB
|
|
|
|
|
|
iA Global Asset Management Inc.
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
Tribune Investment Group LP
|
|
|
|
|
|
Cornerstone Advisory, LLC
|
|
|
|
|
|
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
Trifecta Capital Advisors, LLC
|
|
|
|
|
|
IAMOX - Voya VARIABLE PRODUCTS TRUST - Voya MidCap Opportunities Portfolio Class ADV
|
|
|
|
|
|
DODWX - DODGE & COX FUNDS - Dodge & Cox Global Stock Fund
|
|
|
|
|
|
Advisory Alpha, LLC
|
|
|
|
|
|
Resona Asset Management Co.,Ltd.
|
|
|
|
|
|
VAFAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco American Franchise Fund Class A
|
|
|
|
|
|
EKSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Income Builder Fund Class A
|
|
|
|
|
|
Harvest Fund Management Co., Ltd
|
|
|
|
|
|
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A
|
|
|
|
|
|
Caitong International Asset Management Co., Ltd
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
|
|
|
|
Maseco Llp
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
|
|
|
|
|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
|
|
|
|
Murphy & Mullick Capital Management Corp
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
Meridian Investment Counsel Inc.
|
|
|
|
|
|
Checchi Capital Advisers, LLC
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Balanced Allocation VIP Fund
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
Horizon Funds - HORIZON EXPEDITION PLUS ETF
|
|
|
|
|
|
ESMV - iSHARES TRUST - iShares ESG MSCI USA Min Vol Factor ETF
|
|
|
|
|
|
LGT Financial Advisors LLC
|
|
|
|
|
|
DODGX - DODGE & COX FUNDS - Dodge & Cox Stock Fund
|
|
|
|
|
|
EXI - iSHARES TRUST - iShares Global Industrials ETF
|
|
|
|
|
|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
|
|
|
|
|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
Albion Financial Group /ut
|
|
|
|
|
|
MTM Investment Management, LLC
|
|
|
|
|
|
KLCM Advisors, Inc.
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio
|
|
|
|
|
|
Guggenheim Strategic Opportunities Fund
|
|
|
|
|
|
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A
|
|
|
|
|
|
Sierra Summit Advisors Llc
|
|
|
|
|
|
Caisse Des Depots Et Consignations
|
|
|
|
|
|
Schulhoff & Co Inc
|
|
|
|
|
|
Norway Savings Bank
|
|
|
|
|
|
Renaissance Technologies Llc
|
|
|
|
|
|
CHTRX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Charter Fund Class A
|
|
|
|
|
|
FNKLX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Value Discovery Fund
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
TRFK - Pacer Funds Trust - Pacer Data and Digital Revolution ETF
|
|
|
|
|
|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
|
|
|
|
|
|
Old National Bancorp /in/
|
|
|
|
|
|
Siemens Fonds Invest GmbH
|
|
|
|
|
|
Cornerstone Wealth Management, LLC
|
|
|
|
|
|
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
|
|
|
|
|
|
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
|
|
|
|
|
|
SEUIX - Sei Institutional Managed Trust - Simt Large Cap Value Fund Class I
|
|
|
|
|
|
CAPROCK Group, Inc.
|
|
|
|
|
|
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
Zurich Insurance Group Ltd/FI
|
|
|
|
|
|
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund
|
|
|
|
|
|
NULV - Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF
|
|
|
|
|
|
Trust Investment Advisors
|
|
|
|
|
|
Investment House Llc
|
|
|
|
|
|
IMG Wealth Management, Inc.
|
|
|
|
|
|
ACEIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equity And Income Fund Class A
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
MBNAX - MAINSTAY FUNDS TRUST - MainStay Balanced Fund Class A
|
|
|
|
|
|
Saxon Interests, Inc.
|
|
|
|
|
|
Jefferies Financial Group Inc.
|
|
|
|
|
|
Blue Chip Partners, Inc.
|
|
|
|
|
|
GRID - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
West Family Investments, Inc.
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Global Research Portfolio Initial Class
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
GM Advisory Group, Inc.
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A
|
|
|
|
|
|
TVLAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Value Fund A
|
|
|
|
|
|
Sheaff Brock Investment Advisors, LLC
|
|
|
|
|
|
Exchange Capital Management, Inc.
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
Weatherly Asset Management L. P.
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
Peapack Gladstone Financial Corp
|
|
|
|
|
|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
|
|
|
|
|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
|
|
|
|
|
Multi-strategy Growth & Income Fund
|
|
|
|
|
|
Atlantic Edge Private Wealth Management, LLC
|
|
|
|
|
|
FEQIX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income Fund
|
|
|
|
|
|
SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
Townsquare Capital Llc
|
|
|
|
|
|
Chapin Davis, Inc.
|
|
|
|
|
|
Pittenger & Anderson Inc
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
|
|
|
|
|
PGGM Investments
|
|
|
|
|
|
Moore Capital Management, Lp
|
|
|
|
|
|
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
|
|
|
|
|
|
Caliber Wealth Management, LLC / KS
|
|
|
|
|
|
Beutel, Goodman & Co Ltd.
|
|
|
|
|
|
apricus wealth, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
|
|
|
F/M Investments LLC
|
|
|
|
|
|
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
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Forsta Ap-fonden
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GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
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Christopher J. Hasenberg, Inc
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Swedbank AB
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