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Benjamin Edwards Inc
|
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QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
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|
Avion Wealth
|
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CBIZ Investment Advisory Services, LLC
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Jacobi Capital Management LLC
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Dodge & Cox
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Atom Investors LP
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DAVENPORT & Co LLC
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Vontobel Holding Ltd.
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CGC Financial Services, LLC
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Vista Investment Management
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Lester Murray Antman dba SimplyRich
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Duff & Phelps Investment Management Co
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Tortoise Investment Management, LLC
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Davy Global Fund Management Ltd
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TVAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Value ETF
|
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Colony Group, LLC
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Integrated Advisors Network LLC
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ADSIX - American Century Quantitative Equity Funds, Inc. - Disciplined Growth Fund Investor Class
|
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|
LCCAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Contrarian Core Fund Class A
|
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|
Caldwell Securities, Inc
|
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SCLZ - NORTHERN LIGHTS FUND TRUST III - Swan Enhanced Dividend Income ETF
|
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Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
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Rhumbline Advisers
|
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XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
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GAMMA Investing LLC
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Oliver Lagore Vanvalin Investment Group
|
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PFS Partners, LLC
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CTCAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Global Technology Growth Fund Class A
|
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Hsbc Holdings Plc
|
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Clear Street Markets Llc
|
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MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
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TD Capital Management LLC
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MONECO Advisors, LLC
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SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
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Public Employees Retirement System Of Ohio
|
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Newman Dignan & Sheerar, Inc.
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Rothschild Investment Llc
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SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
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|
Security National Bank Of So Dak
|
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Seed Wealth Management, Inc.
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Arkadios Wealth Advisors
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Clark Capital Management Group, Inc.
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Rehmann Capital Advisory Group
|
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Ameriflex Group, Inc.
|
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INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
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Harbor Investment Advisory, Llc
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Motco
|
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Steward Partners Investment Advisory, Llc
|
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LVPIX - Profunds - Large-cap Value Profund Investor Class
|
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QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
|
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Wahed Invest LLC
|
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SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
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|
Calamos Advisors LLC
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Intech Investment Management Llc
|
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Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
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Peak6 Llc
|
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Adviser Investments LLC
|
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GVEYX - GuideStone Funds - VALUE EQUITY FUND Institutional
|
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Us Bancorp \de\
|
|
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Kestra Private Wealth Services, Llc
|
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SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
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|
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|
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF
|
|
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|
Keebeck Wealth Management, LLC
|
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Howland Capital Management Llc
|
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Azzad Asset Management Inc /adv
|
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Silvercrest Asset Management Group Llc
|
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Aptus Capital Advisors, LLC
|
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|
Guyasuta Investment Advisors Inc
|
|
|
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|
|
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Rising Dividends Fund Class C
|
|
|
|
|
|
SPVM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Value with Momentum ETF
|
|
|
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|
|
Wetherby Asset Management Inc
|
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|
Oribel Capital Management, LP
|
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Beacon Pointe Advisors, LLC
|
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|
KNO - Investment Managers Series Trust II - AXS Knowledge Leaders ETF
|
|
|
|
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|
Ossiam
|
|
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|
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|
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
|
|
|
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|
Los Angeles Capital Management Llc
|
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|
Purkiss Capital Advisors LLC
|
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Prudential Plc
|
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|
Louisiana State Employees Retirement System
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
National Asset Management, Inc.
|
|
|
|
|
|
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Equity Fund Class 3
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
|
|
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|
Healthcare Of Ontario Pension Plan Trust Fund
|
|
|
|
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|
Washington Trust Bank
|
|
|
|
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|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
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|
|
FUKOKU MUTUAL LIFE INSURANCE Co
|
|
|
|
|
|
Osher Van de Voorde Investment Management
|
|
|
|
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|
Brighton Jones Llc
|
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|
|
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|
Kestra Investment Management, LLC
|
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|
|
|
|
Eastern Bank
|
|
|
|
|
|
Axa S.a.
|
|
|
|
|
|
NFEAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Growth Opportunity Fund Class A
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
Venturi Wealth Management, LLC
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
|
|
|
|
|
|
Insigneo Advisory Services, Llc
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
MorganRosel Wealth Management, LLC
|
|
|
|
|
|
Harbor Asset Planning, Inc.
|
|
|
|
|
|
Westside Investment Management, Inc.
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
L2 Asset Management, LLC
|
|
|
|
|
|
Aull & Monroe Investment Management Corp
|
|
|
|
|
|
Jain Global LLC
|
|
|
|
|
|
Farmers & Merchants Trust Co of Chambersburg PA
|
|
|
|
|
|
Mark Sheptoff Financial Planning, Llc
|
|
|
|
|
|
Opal Wealth Advisors, LLC
|
|
|
|
|
|
Boston Private Wealth Llc
|
|
|
|
|
|
Principle Wealth Partners Llc
|
|
|
|
|
|
CBOE Vest Financial, LLC
|
|
|
|
|
|
UCMCX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Conservative Fund
|
|
|
|
|
|
Lipe & Dalton
|
|
|
|
|
|
Carnegie Capital Asset Management, LLC
|
|
|
|
|
|
Natural Investments, Llc
|
|
|
|
|
|
Congress Asset Management Co /ma
|
|
|
|
|
|
Dakota Community Bank & Trust NA
|
|
|
|
|
|
Jupiter Asset Management Ltd
|
|
|
|
|
|
WealthTrust Axiom LLC
|
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
|
Allianz Se
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
Kera Capital Partners, Inc.
|
|
|
|
|
|
JAENX - JANUS INVESTMENT FUND - Janus Henderson Enterprise Fund Class T
|
|
|
|
|
|
Cascade Investment Group, Inc.
|
|
|
|
|
|
Pointe Capital Management LLC
|
|
|
|
|
|
Osborne Partners Capital Management, Llc
|
|
|
|
|
|
Confluence Wealth Services, Inc.
|
|
|
|
|
|
VestGen Advisors, LLC
|
|
|
|
|
|
Sivia Capital Partners, LLC
|
|
|
|
|
|
Mission Wealth Management, Lp
|
|
|
|
|
|
JAAGX - JANUS ASPEN SERIES - Janus Henderson Enterprise Portfolio Service Shares
|
|
|
|
|
|
DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF
|
|
|
|
|
|
Wolff Wiese Magana Llc
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
Capital International Inc /ca/
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
RSPT - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Technology ETF
|
|
|
|
|
|
Kinneret Advisory, LLC
|
|
|
|
|
|
Mbb Public Markets I Llc
|
|
|
|
|
|
Shayne & Co., Llc
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
|
Salomon & Ludwin, LLC
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
Axxcess Wealth Management, Llc
|
|
|
|
|
|
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
|
|
|
|
|
|
Farringdon Capital, Ltd.
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Growth Fund Class 3
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Blue Chip Growth Fund Initial Class
|
|
|
|
|
|
GAM Holding AG
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
Quotient Wealth Partners, LLC
|
|
|
|
|
|
RMR Wealth Builders
|
|
|
|
|
|
Impact Capital Partners LLC
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
YANKCOM Partnership
|
|
|
|
|
|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
|
|
|
|
|
Tompkins Financial Corp
|
|
|
|
|
|
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
Banque Cantonale Vaudoise
|
|
|
|
|
|
Ninety One UK Ltd
|
|
|
|
|
|
Pacer Advisors, Inc.
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
Freestone Capital Holdings, LLC
|
|
|
|
|
|
Silvant Capital Management LLC
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Income Fund Initial Class
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Diversified Dividend Fund SERIES I
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
ARGA Investment Management, LP
|
|
|
|
|
|
MTM Investment Management, LLC
|
|
|
|
|
|
Tokio Marine Asset Management Co Ltd
|
|
|
|
|
|
Capstone Wealth Management Group LLC
|
|
|
|
|
|
Clearbridge Investments, LLC
|
|
|
|
|
|
Resona Asset Management Co.,Ltd.
|
|
|
|
|
|
Congress Wealth Management LLC / DE /
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
Nelson Capital Management, LLC
|
|
|
|
|
|
John G Ullman & Associates Inc
|
|
|
|
|
|
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
|
|
|
|
|
|
Boyd Watterson Asset Management Llc/oh
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
Sentry Investment Management Llc
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
Foresight Group Ltd Liability Partnership
|
|
|
|
|
|
Cape Investment Advisory, Inc.
|
|
|
|
|
|
First County Bank /CT/
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
Capital A Wealth Management, LLC
|
|
|
|
|
|
VASVX - VANGUARD WHITEHALL FUNDS - Vanguard Selected Value Fund Investor Shares
|
|
|
|
|
|
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
|
|
|
|
|
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares
|
|
|
|
|
|
VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
Institute for Wealth Management, LLC.
|
|
|
|
|
|
Clearview Wealth Advisors LLC
|
|
|
|
|
|
TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund
|
|
|
|
|
|
Park Place Capital Corp
|
|
|
|
|
|
Obermeyer Wood Investment Counsel, Lllp
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
VSMV - Victory Portfolios II - VictoryShares US Multi-Factor Minimum Volatility ETF
|
|
|
|
|
|
Amussen Hunsaker Associates Llc
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
Andra AP-fonden
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
Csenge Advisory Group
|
|
|
|
|
|
NEOS Investment Management LLC
|
|
|
|
|
|
Transcend Wealth Collective, Llc
|
|
|
|
|
|
Thrivent Core Funds - Thrivent Core Low Volatility Equity Fund
|
|
|
|
|
|
Catalyst Financial Partners Llc
|
|
|
|
|
|
Total Investment Management Inc
|
|
|
|
|
|
Marcum Wealth, LLC
|
|
|
|
|
|
Nova Wealth Management, Inc.
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
Venture Visionary Partners LLC
|
|
|
|
|
|
Mediolanum International Funds Ltd
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF
|
|
|
|
|
|
Woodstock Corp
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
Radnor Capital Management, LLC
|
|
|
|
|
|
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class
|
|
|
|
|
|
Schechter Investment Advisors, LLC
|
|
|
|
|
|
Oxford Asset Management Llp
|
|
|
|
|
|
Blume Capital Management, Inc.
|
|
|
|
|
|
TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
Transamerica Financial Advisors, Inc.
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
Trifecta Capital Advisors, LLC
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
|
Arnhold LLC
|
|
|
|
|
|
Laurel Wealth Advisors LLC
|
|
|
|
|
|
Raab & Moskowitz Asset Management LLC
|
|
|
|
|
|
Quantitative Investment Management, LLC
|
|
|
|
|
|
ICONIQ Capital, LLC
|
|
|
|
|
|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
|
|
|
|
RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF
|
|
|
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UMA Financial Services, Inc.
|
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VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares
|
|
|
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|
|
Mizuho Securities Usa Llc
|
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|
Rsm Us Wealth Management Llc
|
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|
Bessemer Group Inc
|
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Anchor Capital Advisors Llc
|
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|
Tiaa Trust, National Association
|
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|
Robertson Stephens Wealth Management, LLC
|
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|
Profunds - Profund Vp Large-cap Value
|
|
|
|
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|
Kovitz Investment Group Partners, LLC
|
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|
Bartlett & Co. Wealth Management Llc
|
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|
Syon Capital Llc
|
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|
Personal Cfo Solutions, Llc
|
|
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|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
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|
Everence Capital Management Inc
|
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|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
|
|
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|
Assenagon Asset Management S.A.
|
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|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
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|
Meyer Handelman Co
|
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|
Pictet Asset Management Holding SA
|
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Semmax Financial Advisors Inc.
|
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|
Jump Financial, LLC
|
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|
Bahl & Gaynor Inc
|
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Integrated Wealth Concepts LLC
|
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|
Peapack Gladstone Financial Corp
|
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|
Midwest Trust Co
|
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First Financial Bankshares Inc
|
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|
Vanguard Group Inc
|
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Bank Of America Corp /de/
|
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Marshall & Sterling Wealth Advisors Inc.
|
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|
CIBC Private Wealth Group, LLC
|
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|
Dunhill Financial, LLC
|
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Covalis Capital Llp
|
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Czech National Bank
|
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Waverton Investment Management Ltd
|
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First Trust Advisors Lp
|
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Moran Wealth Management, LLC
|
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Modera Wealth Management, LLC
|
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|
Scotia Capital Inc.
|
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Trust Asset Management LLC
|
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Pineridge Advisors LLC
|
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|
National Bank Of Canada /fi/
|
|
|
|
|
|
USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF
|
|
|
|
|
|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
|
|
|
|
TEQI - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Equity Income ETF
|
|
|
|
|
|
AlphaCore Capital LLC
|
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|
SRS Capital Advisors, Inc.
|
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|
Private Wealth Asset Management, LLC
|
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True Wealth Design, LLC
|
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|
Evermay Wealth Management Llc
|
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|
Independent Advisor Alliance
|
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|
Asio Capital, LLC
|
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|
Campbell Newman Asset Management Inc
|
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|
Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
|
|
|
|
|
Bright Futures Wealth Management, LLC.
|
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|
Natixis Advisors, L.p.
|
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|
|
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|
Johnson Financial Group, Inc.
|
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|
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A
|
|
|
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|
|
Moneta Group Investment Advisors Llc
|
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|
ACMVX - American Century Capital Portfolios Inc - Mid Cap Value Fund Investor Class
|
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|
LRI Investments, LLC
|
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|
XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF
|
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|
Legato Capital Management LLC
|
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|
Heritage Family Offices, LLP
|
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|
Marshall Wace, Llp
|
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|
Bridgewater Associates, LP
|
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|
American Investment Services, Inc.
|
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Leuthold Group, Llc
|
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|
Secured Retirement Advisors, Llc
|
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|
Nemes Rush Group LLC
|
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|
|
Creative Planning
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
LGT Financial Advisors LLC
|
|
|
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|
Bfsg, Llc
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Mid Cap Value Fund Initial Class
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
|
|
Jane Street Group, Llc
|
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|
|
|
|
Brown Advisory Inc
|
|
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|
|
Twin Tree Management, LP
|
|
|
|
|
|
MADE - iSHARES TRUST - iShares U.S. Manufacturing ETF
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
|
|
|
|
|
Engineers Gate Manager LP
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
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|
|
Pallas Capital Advisors LLC
|
|
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|
|
|
Morgan Stanley
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
Harris Associates L P
|
|
|
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|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
SGIDX - STEWARD FUNDS, INC. - Steward Global Equity Income Fund Class A
|
|
|
|
|
|
Silicon Valley Capital Partners
|
|
|
|
|
|
Appleton Partners Inc/ma
|
|
|
|
|
|
Verdence Capital Advisors LLC
|
|
|
|
|
|
Janney Capital Management LLC
|
|
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|
|
Acadian Asset Management Llc
|
|
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|
|
Worldquant Millennium Advisors Llc
|
|
|
|
|
|
Eqis Capital Management, Inc.
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
Scientech Research LLC
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
|
Canada Pension Plan Investment Board
|
|
|
|
|
|
LFL Advisers, LLC
|
|
|
|
|
|
Catalytic Wealth RIA, LLC
|
|
|
|
|
|
Plato Investment Management Ltd
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
Haven Private, LLC
|
|
|
|
|
|
United Advisor Group, LLC
|
|
|
|
|
|
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Contrarian Core Fund Class 1
|
|
|
|
|
|
Tredje AP-fonden
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
Financiere des Professionnels - Fonds d,investissement inc.
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
Syntegra Private Wealth Group, LLC
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio
|
|
|
|
|
|
StoneX Group Inc.
|
|
|
|
|
|
Sagespring Wealth Partners, Llc
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
Voloridge Investment Management, Llc
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
Icon Wealth Advisors, LLC
|
|
|
|
|
|
One Capital Management, LLC
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
Security National Bank Of Sioux City Iowa /ia/
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
Pasadena Private Wealth, LLC
|
|
|
|
|
|
TPHD - TIMOTHY PLAN - Timothy Plan High Dividend Stock ETF
|
|
|
|
|
|
Liberty All Star Equity Fund
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
Midwestern Financial, LLC /IA
|
|
|
|
|
|
Pragma Gestao De Patrimonio Ltd
|
|
|
|
|
|
APG Asset Management US Inc.
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
IAUTX - AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - INVESCO Dividend Income Fund Class A
|
|
|
|
|
|
ASR Vermogensbeheer N.V.
|
|
|
|
|
|
CAMWX - Advisors' Inner Circle Fund - Cambiar Opportunity Fund Institutional Class Shares
|
|
|
|
|
|
Burling Wealth Partners, Llc
|
|
|
|
|
|
Krane Funds Advisors LLC
|
|
|
|
|
|
Brown, Lisle/cummings, Inc.
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
South Dakota Investment Council
|
|
|
|
|
|
SYM FINANCIAL Corp
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
Core Alternative Capital
|
|
|
|
|
|
LVOL - AMERICAN CENTURY ETF TRUST - American Century Low Volatility ETF
|
|
|
|
|
|
Wealth Alliance
|
|
|
|
|
|
Capital International Sarl
|
|
|
|
|
|
Gamco Investors, Inc. Et Al
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF
|
|
|
|
|
|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
IFG Advisory, LLC
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
Goelzer Investment Management, Inc.
|
|
|
|
|
|
UNIVEST FINANCIAL Corp
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
SVTAX - Sei Institutional Managed Trust - Simt Global Managed Volatility Fund Class F
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
SevenBridge Financial Group, LLC
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
Central Pacific Bank - Trust Division
|
|
|
|
|
|
TEPIX - Profunds - Technology Ultrasector Profund Investor Class
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
Bangor Savings Bank
|
|
|
|
|
|
Crowley Wealth Management, Inc.
|
|
|
|
|
|
Mascoma Wealth Management LLC
|
|
|
|
|
|
Founders Financial Alliance, LLC
|
|
|
|
|
|
First Affirmative Financial Network
|
|
|
|
|
|
JESSX - JANUS INVESTMENT FUND - Janus Henderson Global Sustainable Equity Fund Class S
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
Mesirow Financial Investment Management, Inc.
|
|
|
|
|
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
|
|
|
|
|
Cohen & Steers, Inc.
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Balanced Fund Class 3
|
|
|
|
|
|
Glassy Mountain Advisors, Inc.
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
DVIPX - WILLIAMSBURG INVESTMENT TRUST - Davenport Value & Income Fund
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
Valued Wealth Advisors LLC
|
|
|
|
|
|
Foster & Motley Inc
|
|
|
|
|
|
SEEFX - SATURNA INVESTMENT TRUST - Saturna Sustainable Equity Fund
|
|
|
|
|
|
New York Life Investment Management Llc
|
|
|
|
|
|
Optas, LLC
|
|
|
|
|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
Berger Financial Group, Inc
|
|
|
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
|
|
|
|
|
USS Investment Management Ltd
|
|
|
|
|
|
Keudell/Morrison Wealth Management
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
SCS Capital Management LLC
|
|
|
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
PUREfi Wealth, LLC
|
|
|
|
|
|
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
|
|
|
|
|
GFG Capital, LLC
|
|
|
|
|
|
Varma Mutual Pension Insurance Co
|
|
|
|
|
|
Arrowstreet Capital, Limited Partnership
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
1832 Asset Management L.P.
|
|
|
|
|
|
WSEFX - BOSTON TRUST WALDEN FUNDS - Walden Equity Fund
|
|
|
|
|
|
Qtron Investments LLC
|
|
|
|
|
|
Marble Harbor Investment Counsel, LLC
|
|
|
|
|
|
Profunds - Profund Vp Technology
|
|
|
|
|
|
Hilltop National Bank
|
|
|
|
|
|
Transce3nd, LLC
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
JVMAX - John Hancock Funds III - John Hancock Disciplined Value Mid Cap Fund Class A
|
|
|
|
|
|
Trust Co
|
|
|
|
|
|
MBCGX - MASSMUTUAL SELECT FUNDS - MassMutual Select Blue Chip Growth Fund Class A
|
|
|
|
|
|
Peak Financial Advisors Llc
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Income Portfolio
|
|
|
|
|
|
Daiwa Securities Group Inc.
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
ALVIX - American Century Capital Portfolios Inc - Large Company Value Fund Investor Class
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
Aaron Wealth Advisors LLC
|
|
|
|
|
|
Pin Oak Investment Advisors Inc
|
|
|
|
|
|
Sompo Japan Nipponkoa Asset Management Co.,ltd.
|
|
|
|
|
|
Montag & Caldwell, Llc
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
JIEMX - John Hancock Funds II - Equity Income Fund Class NAV
|
|
|
|
|
|
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class
|
|
|
|
|
|
TACLX - TOUCHSTONE STRATEGIC TRUST - Touchstone Large Cap Fund Class A
|
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
Walter & Keenan Financial Consulting Co /mi/ /adv
|
|
|
|
|
|
T. Rowe Price Investment Management, Inc.
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio
|
|
|
|
|
|
APG Asset Management N.V.
|
|
|
|
|
|
Martingale Asset Management L P
|
|
|
|
|
|
Putnam Fl Investment Management Co
|
|
|
|
|
|
Riverwater Partners LLC
|
|
|
|
|
|
Boston Family Office Llc
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
|
|
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1
|
|
|
|
|
|
CSVAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Global Dividend Opportunity Fund Class A
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
Trilogy Capital Inc.
|
|
|
|
|
|
DODBX - DODGE & COX FUNDS - Dodge & Cox Balanced Fund
|
|
|
|
|
|
Quantbot Technologies LP
|
|
|
|
|
|
NorthRock Partners, LLC
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Impax Asset Management Group plc
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Baader Bank INC
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First Eagle Investment Management, LLC
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Vise Technologies, Inc.
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Corton Capital Inc.
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Bradley Foster & Sargent Inc/ct
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CX Institutional
|
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Fiduciary Trust Co
|
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Atwood & Palmer Inc
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Norges Bank
|
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Smartleaf Asset Management LLC
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Point72 (DIFC) Ltd
|
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J. Safra Sarasin Holding AG
|
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Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
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Rise Advisors, LLC
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Sax Wealth Advisors, Llc
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Chicago Capital, LLC
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Symphony Financial, Ltd. Co.
|
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MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
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|
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|
UGOFX - USAA MUTUAL FUNDS TRUST - Global Managed Volatility Fund Institutional Shares
|
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|
Twin Peaks Wealth Advisors, LLC
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Chicago Partners Investment Group LLC
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Pandora Wealth, Inc.
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DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
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Callan Capital, LLC
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Schonfeld Strategic Advisors LLC
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Bailard, Inc.
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Legacy Investment Solutions, LLC
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E Fund Management Co., Ltd.
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Capital World Investors
|
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Glenmede Investment Management, LP
|
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Rakuten Investment Management, Inc.
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Citadel Advisors Llc
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Gradient Investments LLC
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Securian Asset Management, Inc
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Foster Dykema Cabot & Partners, Llc
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Empowered Funds, LLC
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Campbell & CO Investment Adviser LLC
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Walleye Capital LLC
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Balyasny Asset Management Llc
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Sierra Ocean, Llc
|
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Quadcap Wealth Management, LLC
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Capital Group Private Client Services, Inc.
|
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Zions Bancorporation, National Association /ut/
|
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Massachusetts Financial Services Co /ma/
|
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OUSA - ALPS ETF Trust - ALPS | O'Shares U.S. Quality Dividend ETF Shares
|
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|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
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|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
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USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
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Qube Research & Technologies Ltd
|
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Washington Trust Advisors, Inc.
|
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RFFC - ALPS ETF Trust - RiverFront Dynamic US Flex-Cap ETF
|
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CNB Bank
|
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|
American Century Companies Inc
|
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Tripletail Wealth Management, LLC
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First Command Advisory Services, Inc.
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Piscataqua Savings Bank
|
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Baldwin Brothers Inc/ma
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Hilltop Holdings Inc.
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RMB Capital Management, LLC
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Patten Group, Inc.
|
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PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
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|
Wiley Bros.-aintree Capital, Llc
|
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|
Kilter Group LLC
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New England Capital Financial Advisors LLC
|
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Ensign Peak Advisors, Inc
|
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Compagnie Lombard Odier SCmA
|
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Baker Tilly Financial, Llc
|
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Highline Wealth Partners Llc
|
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|
Sequoia Financial Advisors, LLC
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Alps Advisors Inc
|
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|
Legacy Capital Wealth Partners, LLC
|
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|
Brookstone Capital Management
|
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|
Teacher Retirement System Of Texas
|
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|
Norinchukin Bank, The
|
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Grove Bank & Trust
|
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Prospera Financial Services Inc
|
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ASB Consultores, LLC
|
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Umb Bank N A/mo
|
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|
|
|
VLUE - iSHARES TRUST - iShares Edge MSCI USA Value Factor ETF
|
|
|
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|
DODGX - DODGE & COX FUNDS - Dodge & Cox Stock Fund
|
|
|
|
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|
Truvestments Capital Llc
|
|
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|
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|
ACUSX - NEIMAN FUNDS - Advisors Capital US Dividend Fund
|
|
|
|
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|
Mill Creek Capital Advisors, LLC
|
|
|
|
|
|
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
|
|
|
|
|
Point72 Hong Kong Ltd
|
|
|
|
|
|
JMVNX - John Hancock Funds II - Mid Value Fund Class NAV
|
|
|
|
|
|
Fourth Dimension Wealth, LLC
|
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|
|
|
|
PDT Partners, LLC
|
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|
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|
|
Fmr Llc
|
|
|
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|
Source Capital Inc /de/
|
|
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|
New York State Teachers Retirement System
|
|
|
|
|
|
Pflug Koory, LLC
|
|
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|
|
|
Choate Investment Advisors
|
|
|
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|
State Of Michigan Retirement System
|
|
|
|
|
|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
|
|
|
|
Lansforsakringar Fondforvaltning AB (publ)
|
|
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|
Mount Yale Investment Advisors, LLC
|
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|
Centennial Bank/AR/
|
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|
Financial Perspectives, Inc
|
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|
JustInvest LLC
|
|
|
|
|
|
Concentric Capital Strategies, LP
|
|
|
|
|
|
Machina Capital S.a.s.
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
Investment Management Corp /va/ /adv
|
|
|
|
|
|
La Banque Postale Asset Management SA
|
|
|
|
|
|
NSGAX - COLUMBIA FUNDS SERIES TRUST - Columbia Select Large Cap Equity Fund Class A
|
|
|
|
|
|
First Financial Bank - Trust Division
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Diversified Value Portfolio
|
|
|
|
|
|
Gladstone Institutional Advisory LLC
|
|
|
|
|
|
Saturna Capital CORP
|
|
|
|
|
|
Net Worth Advisory Group
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
Meiji Yasuda Asset Management Co Ltd.
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
Cary Street Partners Financial Llc
|
|
|
|
|
|
Power Wealth Management Llc
|
|
|
|
|
|
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
|
|
|
|
|
|
Pinnacle Associates Ltd
|
|
|
|
|
|
111 Capital
|
|
|
|
|
|
Wayfinding Financial, LLC
|
|
|
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
Prepared Retirement Institute LLC
|
|
|
|
|
|
Oppenheimer Asset Management Inc.
|
|
|
|
|
|
TRLIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Fund Institutional Class
|
|
|
|
|
|
ALIBX - FINANCIAL INVESTORS TRUST - ALPS | Smith Balanced Opportunity Fund Investor Class
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
Trexquant Investment LP
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
Strategic Investment Solutions, Inc. /IL
|
|
|
|
|
|
River Wealth Advisors LLC
|
|
|
|
|
|
Deseret Mutual Benefit Administrators
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
Princeton Global Asset Management LLC
|
|
|
|
|
|
ABN AMRO Bank N.V.
|
|
|
|
|
|
Cambiar Investors Llc
|
|
|
|
|
|
Haverford Trust Co
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
Wrapmanager Inc
|
|
|
|
|
|
Perbak Capital Partners LLP
|
|
|
|
|
|
Vestmark Advisory Solutions, Inc.
|
|
|
|
|
|
Mufg Securities Americas Inc.
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
Stonegate Investment Group, LLC
|
|
|
|
|
|
THEQ - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Hedged Equity ETF
|
|
|
|
|
|
NewEdge Wealth, LLC
|
|
|
|
|
|
Aviva Plc
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
Atlas Brown,Inc.
|
|
|
|
|
|
Dynamic Technology Lab Private Ltd
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
First Business Financial Services, Inc.
|
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
Nomura Holdings Inc
|
|
|
|
|
|
Commerzbank Aktiengesellschaft /fi
|
|
|
|
|
|
Metis Global Partners, LLC
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
|
|
|
|
JHBCDX - John Hancock Funds II - Blue Chip Growth Fund Class NAV
|
|
|
|
|
|
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
Field & Main Bank
|
|
|
|
|
|
Sciencast Management LP
|
|
|
|
|
|
Modern Wealth Management, LLC
|
|
|
|
|
|
Center for Financial Planning, Inc.
|
|
|
|
|
|
Avanza Fonder AB
|
|
|
|
|
|
WASHINGTON TRUST Co
|
|
|
|
|
|
Voleon Capital Management Lp
|
|
|
|
|
|
DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF
|
|
|
|
|
|
Reuter James Wealth Management, Llc
|
|
|
|
|
|
Ninety One North America, Inc.
|
|
|
|
|
|
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
|
|
|
|
|
|
AFNAX - Investment Managers Series Trust - AAM/Bahl & Gaynor Income Growth Fund Class A
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
Meeder Advisory Services, Inc.
|
|
|
|
|
|
Two Sigma Investments, Lp
|
|
|
|
|
|
E Six Thirteen, Llc
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
|
|
|
|
|
|
Leavell Investment Management, Inc.
|
|
|
|
|
|
State of Wyoming
|
|
|
|
|
|
Quadrature Capital Ltd
|
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
|
|
|
Patron Partners Advisors, Llc
|
|
|
|
|
|
New Mexico Educational Retirement Board
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
Bridges Investment Management Inc
|
|
|
|
|
|
IMRFX - Columbia Funds Series Trust II - Columbia Global Opportunities Fund Class A
|
|
|
|
|
|
Retirement Systems of Alabama
|
|
|
|
|
|
Glen Eagle Advisors, LLC
|
|
|
|
|
|
Westend Capital Management LLC
|
|
|
|
|
|
Intrust Bank Na
|
|
|
|
|
|
Everpar Advisors Llc
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
Profund Advisors Llc
|
|
|
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
|
|
|
|
|
|
Korea Investment CORP
|
|
|
|
|
|
Banco de Sabadell, S.A
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A
|
|
|
|
|
|
Gsa Capital Partners Llp
|
|
|
|
|
|
New Millennium Group LLC
|
|
|
|
|
|
Stance Capital Llc
|
|
|
|
|
|
Groupama Asset Managment
|
|
|
|
|
|
Vinva Investment Management Ltd
|
|
|
|
|
|
MCF Advisors LLC
|
|
|
|
|
|
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F
|
|
|
|
|
|
Dai-Ichi Life Insurance Company, Ltd
|
|
|
|
|
|
Port Capital LLC
|
|
|
|
|
|
Estabrook Capital Management
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
Manning & Napier Advisors Llc
|
|
|
|
|
|
Sofos Investments, Inc.
|
|
|
|
|
|
Riggs Asset Managment Co. Inc.
|
|
|
|
|
|
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A
|
|
|
|
|
|
Great Lakes Advisors, Llc
|
|
|
|
|
|
Prelude Capital Management, Llc
|
|
|
|
|
|
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares
|
|
|
|
|
|
VSM Wealth Advisory, LLC
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
Legacy Wealth Asset Management, LLC
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
Bank Of Nova Scotia Trust Co
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
Keel Point, LLC
|
|
|
|
|
|
Cobblestone Capital Advisors Llc /ny/
|
|
|
|
|
|
American National Bank
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
Conning Inc.
|
|
|
|
|
|
Essex Financial Services, Inc.
|
|
|
|
|
|
Virtu Financial LLC
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
|
|
|
|
|
Legacy Wealth Managment, LLC/ID
|
|
|
|
|
|
Gulf International Bank (UK) Ltd
|
|
|
|
|
|
First Manhattan Co
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A
|
|
|
|
|
|
Baker Avenue Asset Management, LP
|
|
|
|
|
|
Kennebec Savings Bank
|
|
|
|
|
|
Kcm Investment Advisors Llc
|
|
|
|
|
|
RWC Asset Management LLP
|
|
|
|
|
|
Argent Trust Co
|
|
|
|
|
|
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
|
|
|
|
|
Taikang Asset Management (Hong Kong) Co Ltd
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
Pzena Investment Management Llc
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
Coston, McIsaac & Partners
|
|
|
|
|
|
Adage Capital Partners Gp, L.l.c.
|
|
|
|
|
|
Alta Advisers Ltd
|
|
|
|
|
|
Ardsley Advisory Partners Lp
|
|
|
|
|
|
Resonant Capital Advisors, LLC
|
|
|
|
|
|
North Capital, Inc.
|
|
|
|
|
|
Capital International Investors
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
Lowe Wealth Advisors, LLC
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
Raiffeisen Bank International AG
|
|
|
|
|
|
First Citizens Bank & Trust Co
|
|
|
|
|
|
BIGRX - American Century Quantitative Equity Funds, Inc. - Income & Growth Fund Investor Class
|
|
|
|
|
|
Citizens Financial Group Inc/ri
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HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
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Advisor Group Holdings, Inc.
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Kayne Anderson Rudnick Investment Management Llc
|
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CHGX - Investment Managers Series Trust II - AXS Change Finance ESG ETF
|
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|
Millstone Evans Group, LLC
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|
Redwood Park Advisors LLC
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FLV - AMERICAN CENTURY ETF TRUST - American Century Focused Large Cap Value ETF
|
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|
BTEFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Equity Fund
|
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|
FIL Ltd
|
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Polar Capital Holdings Plc
|
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USMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA ETF
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Ostrum Asset Management
|
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VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
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Sachetta, LLC
|
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Invesco Ltd.
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Heartland Advisors Inc
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Trust Co Of Vermont
|
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Buckingham Strategic Partners
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Ransom Advisory, Ltd
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DnB Asset Management AS
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Main Street Group, LTD
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IEVAX - Columbia Funds Series Trust II - Columbia Global Equity Value Fund Class A
|
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Nordea Investment Management Ab
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PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
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Clifford Group, LLC
|
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Beverly Hills Private Wealth, LLC
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VWINX - VANGUARD WELLESLEY INCOME FUND - VANGUARD WELLESLEY INCOME FUND Investor Shares
|
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Concurrent Investment Advisors, LLC
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ACVF - ETF Opportunities Trust - American Conservative Values ETF
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Banque Pictet & Cie Sa
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CVA Family Office, LLC
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City State Bank
|
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Salvus Wealth Management, LLC
|
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Price T Rowe Associates Inc /md/
|
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VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
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Atlas Capital Advisors Llc
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Cooke & Bieler Lp
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Redmont Wealth Advisors Llc
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Madison Asset Management, LLC
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CBLAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Balanced Fund Class A
|
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FineMark National Bank & Trust
|
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Nicholas Hoffman & Company, LLC.
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Td Asset Management Inc
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BSW Wealth Partners
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Donaldson Capital Management, Llc
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Bank Of Montreal /can/
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Lee Danner & Bass Inc
|
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MJT & Associates Financial Advisory Group, Inc.
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Envestnet Asset Management Inc
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Parkworth Wealth Management, Inc.
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Northwestern Mutual Wealth Management Co
|
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Bank & Trust Co
|
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Truist Financial Corp
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Capital Advisors, Ltd. LLC
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3Chopt Investment Partners, LLC
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SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
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Asset Management One Co., Ltd.
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New York State Common Retirement Fund
|
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PZFVX - JOHN HANCOCK CAPITAL SERIES - Classic Value Fund Class A
|
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Global X Japan Co., Ltd.
|
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Globeflex Capital L P
|
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Delta Asset Management Llc/tn
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Ceredex Value Advisors LLC
|
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Prestige Wealth Management Group LLC
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Royal Bank Of Canada
|
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FPACX - FPA FUNDS TRUST - FPA Crescent Fund
|
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MetLife Investment Management, LLC
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Alliancebernstein L.p.
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Jefferies Financial Group Inc.
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Wellington Shields & Co., LLC
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DRW Securities, LLC
|
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Ronald Blue Trust, Inc.
|
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AWEIX - ADVISORS' INNER CIRCLE FUND - CIBC Atlas Disciplined Equity Fund Institutional Class Shares
|
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|
Webster Bank, N. A.
|
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Howard Hughes Medical Institute
|
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|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
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|
Voya Investment Management Llc
|
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Russell Investments Group, Ltd.
|
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|
Illinois Municipal Retirement Fund
|
|
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|
Diversify Advisory Services, LLC
|
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|
Frazier Financial Advisors, LLC
|
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|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
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|
Nomura Asset Management Co Ltd
|
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First Hawaiian Bank
|
|
|
|
|
|
LEGAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Large Cap Growth Fund Class A
|
|
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|
|
Olistico Wealth, LLC
|
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|
Shelton Capital Management
|
|
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|
Winch Advisory Services, LLC
|
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|
Prime Capital Investment Advisors, LLC
|
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|
Minneapolis Portfolio Management Group, LLC
|
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|
|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
|
|
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|
Williams Jones Wealth Management, LLC.
|
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|
|
|
|
Manufacturers Life Insurance Company, The
|
|
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|
|
|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
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|
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|
Dana Investment Advisors, Inc.
|
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|
Quantinno Capital Management LP
|
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|
|
Graypoint LLC
|
|
|
|
|
|
McIlrath & Eck, LLC
|
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|
|
Financial Gravity Companies, Inc.
|
|
|
|
|
|
Robeco Schweiz AG
|
|
|
|
|
|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
|
|
|
Berkshire Asset Management Llc/pa
|
|
|
|
|
|
South Plains Financial, Inc.
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Large Cap Equity Fund Class 1
|
|
|
|
|
|
Beacon Capital Management, LLC
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
Waratah Capital Advisors Ltd.
|
|
|
|
|
|
Navalign, LLC
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
KOID - Krane Shares Trust - KraneShares Global Humanoid and Embodied Intelligence Index ETF
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
|
|
|
|
|
First Pacific Advisors, LP
|
|
|
|
|
|
Argonautica Private Wealth Management, Inc
|
|
|
|
|
|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
|
|
Zacks Investment Management
|
|
|
|
|
|
Gabelli Funds Llc
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
Two Sigma Securities, Llc
|
|
|
|
|
|
Point72 Asset Management, L.P.
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
Distillate Capital Partners LLC
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
Dogwood Wealth Management LLC
|
|
|
|
|
|
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
VMVIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Value Index Fund Investor Shares
|
|
|
|
|
|
Valley National Advisers Inc
|
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
WAMFX - BOSTON TRUST WALDEN FUNDS - Walden Midcap Fund
|
|
|
|
|
|
Ashton Thomas Private Wealth, LLC
|
|
|
|
|
|
Telos Capital Management, Inc.
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
Glenview Trust Co
|
|
|
|
|
|
V-Square Quantitative Management LLC
|
|
|
|
|
|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
|
|
|
|
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class
|
|
|
|
|
|
Royal London Asset Management Ltd
|
|
|
|
|
|
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
|
|
|
|
|
|
Cohen Klingenstein LLC
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
|
First National Bank & Trust Co Of Newtown
|
|
|
|
|
|
Foundations Investment Advisors, LLC
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
Davis R M Inc
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
Thoroughbred Financial Services, Llc
|
|
|
|
|
|
Dagco, Inc.
|
|
|
|
|
|
Dorsey & Whitney Trust CO LLC
|
|
|
|
|
|
Fwl Investment Management, Llc
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
Evercore Wealth Management, LLC
|
|
|
|
|
|
SOA Wealth Advisors, LLC.
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
|
Sigma Investment Counselors Inc
|
|
|
|
|
|
TWEIX - American Century Capital Portfolios Inc - Equity Income Fund Investor Class
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
Becker Capital Management Inc
|
|
|
|
|
|
Toth Financial Advisory Corp
|
|
|
|
|
|
Naples Global Advisors, Llc
|
|
|
|
|
|
JAEEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Equity Income Trust NAV
|
|
|
|
|
|
Family Legacy Financial Solutions, LLC
|
|
|
|
|
|
TYLG - Global X Funds - Global X Information Technology Covered Call & Growth ETF
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
Operose Advisors LLC
|
|
|
|
|
|
Iat Reinsurance Co Ltd.
|
|
|
|
|
|
Panagora Asset Management Inc
|
|
|
|
|
|
VITAX - VANGUARD WORLD FUND - Vanguard Information Technology Index Fund Admiral Shares
|
|
|
|
|
|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
|
|
|
Fiduciary Alliance LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
|
|
|
|
|
Bridgefront Capital, LLC
|
|
|
|
|
|
Cary Street Partner Investment Advisory Llc
|
|
|
|
|
|
Profunds - Profund Vp Bull
|
|
|
|
|
|
Hazlett, Burt & Watson, Inc.
|
|
|
|
|
|
ARUIX - Advisors' Inner Circle Fund III - ARGA VALUE FUND Institutional Shares
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
Investment Management Corp of Ontario
|
|
|
|
|
|
Seacrest Wealth Management, Llc
|
|
|
|
|
|
Elo Mutual Pension Insurance Co
|
|
|
|
|
|
Meridian Investment Counsel Inc.
|
|
|
|
|
|
TCHP - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Blue Chip Growth ETF
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
Holocene Advisors, LP
|
|
|
|
|
|
IMG Wealth Management, Inc.
|
|
|
|
|
|
VMVLX - VANGUARD WORLD FUND - Vanguard Mega Cap Value Index Fund Institutional Shares
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - CTIVP - T. Rowe Price Large Cap Value Fund Class 1
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
|
|
|
|
|
Huber Capital Management LLC
|
|
|
|
|
|
HNMDX - HEARTLAND GROUP INC - HEARTLAND MID CAP VALUE FUND Institutional Class
|
|
|
|
|
|
Checchi Capital Advisers, LLC
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
|
|
|
|
|
|
Compass Wealth Management LLC
|
|
|
|
|
|
Public Sector Pension Investment Board
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
Cornercap Investment Counsel Inc
|
|
|
|
|
|
Oakworth Capital, Inc.
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
BTMFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Midcap Fund
|
|
|
|
|
|
Old National Bancorp /in/
|
|
|
|
|
|
Sather Financial Group Inc
|
|
|
|
|
|
Wedge Capital Management L L P/nc
|
|
|
|
|
|
Portfolio Design Labs, LLC
|
|
|
|
|
|
Cetera Trust Company, N.A
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
Logan Capital Management Inc
|
|
|
|
|
|
Sit Investment Associates Inc
|
|
|
|
|
|
Arlington Trust Co LLC
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
|
Garde Capital, Inc.
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
EdgePoint Investment Group Inc.
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
JNBA Financial Advisors
|
|
|
|
|
|
Avalon Trust Co
|
|
|
|
|
|
UGIEX - USAA MUTUAL FUNDS TRUST - Global Equity Income Fund Shares
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
DODWX - DODGE & COX FUNDS - Dodge & Cox Global Stock Fund
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I
|
|
|
|
|
|
TDVG - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Dividend Growth ETF
|
|
|
|
|
|
Guerra Pan Advisors, Llc
|
|
|
|
|
|
Fisher Funds Management LTD
|
|
|
|
|
|
Robeco Institutional Asset Management B.V.
|
|
|
|
|
|
Group One Trading, L.p.
|
|
|
|
|
|
Nissay Asset Management Corp /japan/ /adv
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
Boothbay Fund Management, Llc
|
|
|
|
|
|
Advisors Capital Management, LLC
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco ESG S&P 500 Equal Weight ETF
|
|
|
|
|
|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
|
|
|
|
Reynders McVeigh Capital Management, LLC
|
|
|
|
|
|
AXS Investments LLC
|
|
|
|
|
|
Phoenix Holdings Ltd.
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
|
|
Studio Investment Management Llc
|
|
|
|
|
|
Neo Ivy Capital Management
|
|
|
|
|
|
GVEQX - WILLIAMSBURG INVESTMENT TRUST - Government Street Equity Fund
|
|
|
|
|
|
Beutel, Goodman & Co Ltd.
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
Mendota Financial Group, LLC
|
|
|
|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Swedbank AB
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
BLPIX - Profunds - Bull Profund Investor Class
|
|
|
|
|
|
Fisher Asset Management, LLC
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
S&t Bank/pa
|
|
|
|
|
|
Defined Wealth Management, Llc
|
|
|
|
|
|
Somerset Trust Co
|
|
|
|
|
|
Armstrong Advisory Group, Inc
|
|
|
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Klp Kapitalforvaltning As
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Todd Asset Management Llc
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ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
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|
SG Americas Securities, LLC
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GWM Advisors LLC
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RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
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Janney Montgomery Scott LLC
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Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
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Gateway Investment Advisers Llc
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Pensionmark Financial Group, Llc
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VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares
|
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Kiker Wealth Management, LLC
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Miracle Mile Advisors, LLC
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Mitchell & Pahl Private Wealth, Llc
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Park Square Financial Group, LLC
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LCEAX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Diversified Dividend Fund Class A
|
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Spire Wealth Management
|
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Chevy Chase Trust Holdings, Inc.
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Wedmont Private Capital
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BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
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SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
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John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
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Solstein Capital, LLC
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Tealwood Asset Management Inc
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Schwartz Investment Counsel Inc
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Stratos Wealth Partners, LTD.
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WestEnd Advisors, LLC
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National Pension Service
|
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Aristotle Atlantic Partners, Llc
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United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
|
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State of Tennessee, Treasury Department
|
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Evolution Wealth Management Inc.
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Qsemble Capital Management, LP
|
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JAFSX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Science & Technology Trust NAV
|
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|
GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class
|
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Pavion Blue Capital, LLC
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Global Retirement Partners, LLC
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Maseco Llp
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Crawford Investment Counsel Inc
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Boston Trust Walden Corp
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Jfs Wealth Advisors, Llc
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Knollwood Investment Advisory, LLC
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Squarepoint Ops LLC
|
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Nations Financial Group Inc, /ia/ /adv
|
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MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
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AMG National Trust Bank
|
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JHISX - JANUS ASPEN SERIES - Janus Henderson Global Sustainable Equity Portfolio Institutional Shares
|
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Sowell Financial Services LLC
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California Public Employees Retirement System
|
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Stifel Financial Corp
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PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
|
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Costello Asset Management, INC
|
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CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
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CDGCX - Unified Series Trust - Crawford Dividend Growth Fund - Class C
|
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Aware Super Pty Ltd as trustee of Aware Super
|
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Matrix Asset Advisors Inc/ny
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Mather Group, Llc.
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GMEZX - GuideStone Funds - Impact Equity Fund Investor
|
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|
UBS Group AG
|
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Premier Path Wealth Partners, LLC
|
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Atticus Wealth Management, Llc
|
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Empower Advisory Group, LLC
|
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JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
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|
D.a. Davidson & Co.
|
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|
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I
|
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|
Greenleaf Trust
|
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|
Legacy Capital Group California, Inc.
|
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Strengthening Families & Communities, LLC
|
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North Star Investment Management Corp.
|
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VWNFX - VANGUARD WINDSOR FUNDS - Vanguard Windsor II Fund Investor Shares
|
|
|
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|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
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|
Tower Research Capital LLC (TRC)
|
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|
Goldman Sachs Group Inc
|
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|
Beaton Management Co. Inc.
|
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Forum Financial Management, LP
|
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|
SeaBridge Investment Advisors LLC
|
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|
Pacific Point Advisors, LLC
|
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|
Rosenberg Matthew Hamilton
|
|
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|
|
Hughes Financial Services, LLC
|
|
|
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|
|
Tradewinds Capital Management, LLC
|
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|
|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
|
|
|
|
SOL Capital Management CO
|
|
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|
|
|
KNCT - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Networking ETF
|
|
|
|
|
|
Capital Investment Advisory Services, LLC
|
|
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|
|
London Co Of Virginia
|
|
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|
Hollencrest Capital Management
|
|
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|
FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
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|
Golden State Wealth Management, LLC
|
|
|
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|
|
JAGWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Value Trust NAV
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
|
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|
|
|
BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class
|
|
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|
|
NOSIX - Northern Funds - Northern Stock Index Fund
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
VWNDX - VANGUARD WINDSOR FUNDS - Vanguard Windsor Fund Investor Shares
|
|
|
|
|
|
Camden Capital, LLC
|
|
|
|
|
|
Barclays Plc
|
|
|
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|
|
Penserra Capital Management LLC
|
|
|
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|
|
TPLE - TIMOTHY PLAN - Timothy Plan US Large/Mid Cap Core Enhanced ETF
|
|
|
|
|
|
Skba Capital Management Llc
|
|
|
|
|
|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
|
|
|
|
|
Css Llc/il
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
WSBFX - BOSTON TRUST WALDEN FUNDS - Walden Balanced Fund
|
|
|
|
|
|
Riverview Trust Co
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
J.Safra Asset Management Corp
|
|
|
|
|
|
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
|
|
|
|
|
|
Nuveen Multi-Asset Income Fund
|
|
|
|
|
|
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
|
|
|
|
|
|
Mutual Of America Capital Management Llc
|
|
|
|
|
|
Charter Oak Capital Management, LLC
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
JAEDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Blue Chip Growth Trust NAV
|
|
|
|
|
|
XRLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
TECL - Direxion Shares ETF Trust - Direxion Daily Technology Bull 3X Shares
|
|
|
|
|
|
Kelly Lawrence W & Associates Inc/ca
|
|
|
|
|
|
LBSAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Dividend Income Fund Class A
|
|
|
|
|
|
Capital Fund Management S.a.
|
|
|
|
|
|
University Of Texas/texas Am Investment Managment Co
|
|
|
|
|
|
MXEQX - GREAT-WEST FUNDS INC - Great-West Large Cap Value Fund Investor Class
|
|
|
|
|
|
FPAG - Investment Managers Series Trust III - FPA Global Equity ETF
|
|
|
|
|
|
Rafferty Asset Management, LLC
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
PTL - Northern Lights Fund Trust IV - Inspire 500 ETF
|
|
|
|
|
|
Richardson Financial Services Inc.
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio
|
|
|
|
|
|
Blue Bell Private Wealth Management, Llc
|
|
|
|
|
|
Proffitt & Goodson Inc
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
Cherry Tree Wealth Management, LLC
|
|
|
|
|
|
Change Path, LLC
|
|
|
|
|
|
TPHE - TIMOTHY PLAN - Timothy Plan High Dividend Stock Enhanced ETF
|
|
|
|
|
|
DODFX - DODGE & COX FUNDS - Dodge & Cox International Stock Fund
|
|
|
|
|
|
Comprehensive Financial Planning, Inc./PA
|
|
|
|
|
|
Westpac Banking Corp
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
Procyon Private Wealth Partners, LLC
|
|
|
|
|
|
Transatlantique Private Wealth Llc
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
RFG Advisory, LLC
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
|
|
|
S&co Inc
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
BFRE - Ultimus Managers Trust - Westwood LBRTY Global Equity ETF
|
|
|
|
|
|
BancorpSouth Bank
|
|
|
|
|
|
JCIC Asset Management Inc.
|
|
|
|
|
|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
AVEWX - SCHWARTZ INVESTMENT TRUST - Ave Maria World Equity Fund
|
|
|
|
|
|
DeDora Capital, Inc.
|
|
|
|
|
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
|
|
|
|
|
ALPS ETF Trust - ALPS Electrification Infrastructure ETF
|
|
|
|
|
|
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
|
|
|
|
|
Crestwood Advisors Group LLC
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
King Luther Capital Management Corp
|
|
|
|
|
|
Boston Common Asset Management, LLC
|
|
|
|
|
|
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
|
|
|
|
|
|
Forsta Ap-fonden
|
|
|
|
|
|
Twinbeech Capital Lp
|
|
|
|
|
|
Wealthspire Advisors, LLC
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
Renaissance Investment Group LLC
|
|
|
|
|
|
Dakota Wealth Management
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
CAPROCK Group, Inc.
|
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
Sepio Capital, LP
|
|
|
|
|
|
Emprise Bank
|
|
|
|
|
|
MMBUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I
|
|
|
|
|
|
Koesten, Hirschmann & Crabtree, INC.
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
Inscription Capital, LLC
|
|
|
|
|
|
DBALX - WILLIAMSBURG INVESTMENT TRUST - Davenport Balanced Income Fund
|
|
|
|
|
|
HITE Hedge Asset Management LLC
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
Boston Partners
|
|
|
|
|
|
Fulton Bank, N.a.
|
|
|
|
|
|
Grantham, Mayo, Van Otterloo & Co. LLC
|
|
|
|
|
|
MOTO - GUINNESS ATKINSON FUNDS - SmartETFs Smart Transportation & Technology ETF
|
|
|
|
|
|
Optimize Financial Inc
|
|
|
|
|
|
Seelaus Asset Management LLC
|
|
|
|
|
|
Cypress Advisory Group LLC
|
|
|
|
|
|
Horizon Bancorp Inc /in/
|
|
|
|
|
|
Profunds - Profund Vp Ultrabull
|
|
|
|
|
|
Lyell Wealth Management, Lp
|
|
|
|
|
|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
|
|
|
|
Nordwand Advisors, LLC
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
Hotchkis & Wiley Capital Management Llc
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
Fidelis Capital Partners, LLC
|
|
|
|
|
|
DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF
|
|
|
|
|
|
Zurich Insurance Group Ltd/FI
|
|
|
|
|
|
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
|
|
|
|
|
Lombard Odier Asset Management (USA) Corp
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
Duncker Streett & Co Inc
|
|
|
|
|
|
Hickory Point Bank & Trust
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
|
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A
|
|
|
|
|
|
SageView Advisory Group, LLC
|
|
|
|
|
|
Nbt Bank N A /ny
|
|
|
|
|
|
Harbor Capital Advisors, Inc.
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
Founders Financial Securities Llc
|
|
|
|
|
|
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A
|
|
|
|
|
|
GHP Investment Advisors, Inc.
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
180 Wealth Advisors, Llc
|
|
|
|
|
|
Wexford Capital Lp
|
|
|
|
|
|
Legacy Financial Advisors, Inc.
|
|
|
|
|
|
Virginia Retirement Systems Et Al
|
|
|
|
|
|
SNS Financial Group, LLC
|
|
|
|
|
|
VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares
|
|
|
|
|
|
Generali Asset Management SPA SGR
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
Oliver Luxxe Assets LLC
|
|
|
|
|
|
Meridian Wealth Partners, LLC
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
High Note Wealth, LLC
|
|
|
|
|
|
Bremer Bank National Association
|
|
|
|
|
|
Onefund, Llc
|
|
|
|
|
|
Anfield Capital Management, LLC
|
|
|
|
|
|
Addison Advisors LLC
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
Readystate Asset Management Lp
|
|
|
|
|
|
Fieldview Capital Management, LLC
|
|
|
|
|
|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
|
|
|
|
|
Hardy Reed LLC
|
|
|
|
|
|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
Summit Financial, LLC
|
|
|
|
|
|
Linden Thomas Advisory Services, LLC
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
Bdf-gestion
|
|
|
|
|
|
AllSquare Wealth Management LLC
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
Lifeworks Advisors, LLC
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
|
|
|
|
|
|
Northwest & Ethical Investments L.P.
|
|
|
|
|
|
VEOIX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard Global Environmental Opportunities Stock Fund Investor Shares
|
|
|
|
|
|
BTBFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Asset Management Fund
|
|
|
|
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|
Quest 10 Wealth Builders, Inc.
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Avestar Capital, LLC
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State Board Of Administration Of Florida Retirement System
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Wealthcare Capital Partners, LLC
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