|
Wolff Wiese Magana Llc
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
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|
|
|
|
Berkeley, Inc
|
|
|
|
|
|
Nebula Research & Development LLC
|
|
|
|
|
|
Amarillo National Bank
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
|
|
Old North State Trust, LLC
|
|
|
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|
Chilton Investment Co Llc
|
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Tectonic Advisors Llc
|
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|
VSRDX - VALIC Co I - U.S. Socially Responsible Fund
|
|
|
|
|
|
QDEF - FlexShares Trust - FlexShares Quality Dividend Defensive Index Fund
|
|
|
|
|
|
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
RMG Wealth Management LLC
|
|
|
|
|
|
Fragasso Group Inc.
|
|
|
|
|
|
Lebenthal Global Advisors, LLC
|
|
|
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
Fiera Capital Corp
|
|
|
|
|
|
Renaissance Investment Group LLC
|
|
|
|
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|
CVAR - ETF Opportunities Trust - Cultivar ETF
|
|
|
|
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|
Wealthspire Advisors, LLC
|
|
|
|
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|
Noble Wealth Management PBC
|
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|
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|
Squarepoint Ops LLC
|
|
|
|
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|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
NAINX - VIRTUS EQUITY TRUST - VIRTUS TACTICAL ALLOCATION FUND Class A
|
|
|
|
|
|
Blackrock Health Sciences Trust
|
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|
|
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|
Samalin Investment Counsel, LLC
|
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|
Peoples Financial Services Corp.
|
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Kentucky Retirement Systems Insurance Trust Fund
|
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|
Peapack Gladstone Financial Corp
|
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|
Bank of New York Mellon Corp
|
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|
Rossmore Private Capital
|
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|
Nuveen Multi-Asset Income Fund
|
|
|
|
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|
Simon Quick Advisors, Llc
|
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|
Evergreen Capital Management Llc
|
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|
Crestwood Advisors Group LLC
|
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|
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|
Marshall Financial Group LLC
|
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|
|
|
|
Krilogy Financial LLC
|
|
|
|
|
|
Icon Wealth Advisors, LLC
|
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
Nfj Investment Group, Llc
|
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|
|
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|
Baird Financial Group, Inc.
|
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|
Lazard Freres Gestion S.A.S.
|
|
|
|
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|
Gibson Capital, LLC
|
|
|
|
|
|
GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares
|
|
|
|
|
|
Tax-managed Growth Portfolio - Tax-managed Growth Portfolio
|
|
|
|
|
|
Ifrah Financial Services, Inc.
|
|
|
|
|
|
Kera Capital Partners, Inc.
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
|
|
|
|
|
|
Machina Capital S.a.s.
|
|
|
|
|
|
GDMYX - GuideStone Funds - Defensive Market Strategies Fund Institutional
|
|
|
|
|
|
Connecticut Wealth Management, LLC
|
|
|
|
|
|
VNUAX - Advisors' Inner Circle Fund II - Vontobel U.S. Equity Fund A Shares
|
|
|
|
|
|
Sava Infond d.o.o.
|
|
|
|
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|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
|
|
|
|
|
MUNDX - MUNDOVAL FUNDS - Mundoval Fund
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y
|
|
|
|
|
|
Pettee Investors, Inc.
|
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|
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|
Stephens Inc /ar/
|
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|
Rehmann Capital Advisory Group
|
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|
Hartford Investment Management Co
|
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|
First Bank & Trust
|
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|
Independent Advisor Alliance
|
|
|
|
|
|
Hennion & Walsh Asset Management, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Clearbridge Large Cap Growth ESG Portfolio Class IB
|
|
|
|
|
|
Foster Dykema Cabot & Partners, Llc
|
|
|
|
|
|
Clear Harbor Asset Management, LLC
|
|
|
|
|
|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
|
|
|
|
|
Argent Trust Co
|
|
|
|
|
|
Rakuten Securities, Inc.
|
|
|
|
|
|
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
|
|
|
|
|
Sig Brokerage, Lp
|
|
|
|
|
|
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
|
|
|
|
|
|
Aft, Forsyth & Company, Inc.
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
Eisler Capital Management Ltd.
|
|
|
|
|
|
Allianzgi Nfj Dividend, Interest & Premium Strategy Fund
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
Financial Advisors Network, Inc.
|
|
|
|
|
|
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
|
|
|
|
|
|
Waters Parkerson & Co., Llc
|
|
|
|
|
|
Harvey Investment Co Llc
|
|
|
|
|
|
MainStreet Investment Advisors LLC
|
|
|
|
|
|
PENN SERIES FUNDS INC - Index 500 Fund
|
|
|
|
|
|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
|
|
|
|
|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
|
DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF
|
|
|
|
|
|
Chicago Partners Investment Group LLC
|
|
|
|
|
|
FOBAX - Tributary Funds, Inc. - Balanced Fund Institutional
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
Quotient Wealth Partners, LLC
|
|
|
|
|
|
North Capital, Inc.
|
|
|
|
|
|
Scott Marsh Financial, LLC
|
|
|
|
|
|
Norway Savings Bank
|
|
|
|
|
|
Boreal Capital Management LLC
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
IAM Advisory, LLC
|
|
|
|
|
|
Headinvest, Llc
|
|
|
|
|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA World Equity Income Fund Class P
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
First American Bank
|
|
|
|
|
|
Intellectus Partners, LLC
|
|
|
|
|
|
NUGAX - NUVEEN INVESTMENT TRUST II - Nuveen Santa Barbara Global Dividend Growth Fund Class A
|
|
|
|
|
|
La Banque Postale Asset Management SA
|
|
|
|
|
|
Hartline Investment Corp/
|
|
|
|
|
|
Cape Ann Savings Bank
|
|
|
|
|
|
MSVDX - MORGAN STANLEY INSTITUTIONAL FUND INC - Vitality Portfolio Class I
|
|
|
|
|
|
ACLC - AMERICAN CENTURY ETF TRUST - American Century Sustainable Equity ETF
|
|
|
|
|
|
International Assets Investment Management, Llc
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
Boston Private Wealth Llc
|
|
|
|
|
|
Heritage Investors Management Corp
|
|
|
|
|
|
Exencial Wealth Advisors, Llc
|
|
|
|
|
|
Platform Technology Partners
|
|
|
|
|
|
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class
|
|
|
|
|
|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
|
|
|
|
Ossiam
|
|
|
|
|
|
SageView Advisory Group, LLC
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
Aaron Wealth Advisors LLC
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
Veritas Asset Management LLP
|
|
|
|
|
|
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
Cerro Pacific Wealth Advisors LLC
|
|
|
|
|
|
Hilltop Holdings Inc.
|
|
|
|
|
|
Eukles Asset Management
|
|
|
|
|
|
M. Kulyk & Associates, LLC
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
Future Fund LLC
|
|
|
|
|
|
Vega Investment Solutions
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
Caisse Des Depots Et Consignations
|
|
|
|
|
|
New York Life Investment Management Llc
|
|
|
|
|
|
SUSLX - LAZARD FUNDS INC - Lazard US Sustainable Equity Portfolio Open Shares
|
|
|
|
|
|
LVPIX - Profunds - Large-cap Value Profund Investor Class
|
|
|
|
|
|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
|
|
|
|
|
Correct Capital Wealth Management
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
|
|
|
|
|
Bremer Bank National Association
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
Nilsine Partners, LLC
|
|
|
|
|
|
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio
|
|
|
|
|
|
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
|
|
|
|
|
Graham Capital Management, L.P.
|
|
|
|
|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
Alta Capital Management Llc/
|
|
|
|
|
|
SSGFX - SATURNA INVESTMENT TRUST - SEXTANT GROWTH FUND Sextant Growth Fund Investor Shares
|
|
|
|
|
|
one8zero8, LLC
|
|
|
|
|
|
National Pension Service
|
|
|
|
|
|
Renaissance Technologies Llc
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
Canandaigua National Bank & Trust Co
|
|
|
|
|
|
APG Asset Management US Inc.
|
|
|
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
|
|
|
|
|
Oxbow Advisors, LLC
|
|
|
|
|
|
Fenimore Asset Management Inc
|
|
|
|
|
|
Penobscot Investment Management Company, Inc.
|
|
|
|
|
|
Sciencast Management LP
|
|
|
|
|
|
Ar Asset Management Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
|
|
|
|
|
CNB Bank
|
|
|
|
|
|
VALIX - Value Line Capital Appreciation Fund Inc - Value Line Capital Appreciation Fund Inc
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
Community Trust & Investment Co
|
|
|
|
|
|
MGFAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Global Fund Class A
|
|
|
|
|
|
SPHQ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Quality ETF
|
|
|
|
|
|
XPH - SPDR SERIES TRUST - SPDR(R) S&P(R) Pharmaceuticals ETF
|
|
|
|
|
|
Qsemble Capital Management, LP
|
|
|
|
|
|
Peloton Wealth Strategists
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
VisionPoint Advisory Group, LLC
|
|
|
|
|
|
Bright Financial Advisors, Inc.
|
|
|
|
|
|
FTCE - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust New Constructs Core Earnings Leaders ETF
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
|
|
|
|
|
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
Kennebec Savings Bank
|
|
|
|
|
|
Brant Point Investment Management Llc
|
|
|
|
|
|
First National Bank Of Omaha
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
Fruth Investment Management
|
|
|
|
|
|
AWEIX - ADVISORS' INNER CIRCLE FUND - CIBC Atlas Disciplined Equity Fund Institutional Class Shares
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
Battery Global Advisors, LLC
|
|
|
|
|
|
Gibbs Wealth Management
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock Advantage Large Cap Income ETF
|
|
|
|
|
|
IMPACTfolio, LLC
|
|
|
|
|
|
Guyasuta Investment Advisors Inc
|
|
|
|
|
|
First Heartland Consultants, Inc.
|
|
|
|
|
|
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
|
|
|
|
|
Hara Capital LLC
|
|
|
|
|
|
Advisors Capital Management, LLC
|
|
|
|
|
|
Painted Porch Advisors LLC
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
Kennedy Capital Management, Inc.
|
|
|
|
|
|
IFC Advisors LLC
|
|
|
|
|
|
S-Bank Fund Management Ltd
|
|
|
|
|
|
Financial Freedom, LLC
|
|
|
|
|
|
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
|
|
|
|
|
|
Jacobs Levy Equity Management, Inc
|
|
|
|
|
|
Peak Asset Management, LLC
|
|
|
|
|
|
Sargent Investment Group, LLC
|
|
|
|
|
|
Hollencrest Capital Management
|
|
|
|
|
|
Rathbone Brothers plc
|
|
|
|
|
|
AlphaCore Capital LLC
|
|
|
|
|
|
Qtron Investments LLC
|
|
|
|
|
|
Brasada Capital Management, Lp
|
|
|
|
|
|
Rafferty Asset Management, LLC
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
WPSGX - AB CAP FUND, INC. - AB Concentrated Growth Fund Advisor Class
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
Evoke Wealth, Llc
|
|
|
|
|
|
First United Bank Trust/
|
|
|
|
|
|
Cherry Creek Investment Advisors, Inc.
|
|
|
|
|
|
TLGAX - TIMOTHY PLAN - Timothy Large/Mip-Cap Growth Fund Class A
|
|
|
|
|
|
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF
|
|
|
|
|
|
AQLGX - Capitol Series Trust - Alta Quality Growth Fund Institutional Shares
|
|
|
|
|
|
Harvest Portfolios Group Inc.
|
|
|
|
|
|
Davis-rea Ltd.
|
|
|
|
|
|
Ashton Thomas Private Wealth, LLC
|
|
|
|
|
|
Conning Inc.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
|
|
|
|
Cypress Asset Management Inc/tx
|
|
|
|
|
|
Quest Partners LLC
|
|
|
|
|
|
BOK Financial Private Wealth, Inc.
|
|
|
|
|
|
Quadrant Private Wealth Management, LLC
|
|
|
|
|
|
Ingalls & Snyder Llc
|
|
|
|
|
|
Wills Financial Group LLC
|
|
|
|
|
|
TOWER TRUST & INVESTMENT Co
|
|
|
|
|
|
Country Trust Bank
|
|
|
|
|
|
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund
|
|
|
|
|
|
USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A
|
|
|
|
|
|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
|
|
|
|
Cullinan Associates Inc
|
|
|
|
|
|
Aquatic Capital Management LLC
|
|
|
|
|
|
Erste Asset Management GmbH
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
BankPlus Trust Department
|
|
|
|
|
|
Badgley Phelps Wealth Managers, LLC
|
|
|
|
|
|
Trust Co Of Virginia /va
|
|
|
|
|
|
Cary Street Partner Investment Advisory Llc
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
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BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
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|
Burling Wealth Partners, Llc
|
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Integrated Wealth Concepts LLC
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Hallmark Capital Management Inc
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MSBWX - MORGAN STANLEY INSTITUTIONAL FUND INC - American Resilience Portfolio Class C
|
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REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
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|
AAFMAA Wealth Management & Trust LLC
|
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|
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A
|
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Navigoe, LLC
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Montrusco Bolton Investments Inc.
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GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
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WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
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Mufg Securities Americas Inc.
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Goelzer Investment Management, Inc.
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PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
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SFE Investment Counsel
|
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Mill Capital Management, LLC
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FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund
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Argus Investors' Counsel, Inc.
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Abc Arbitrage Sa
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CVFCX - Pioneer Series Trust III - Pioneer Disciplined Value Fund : Class A
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Insigneo Advisory Services, Llc
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EHSTX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Large-Cap Value Fund Class A
|
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Sivia Capital Partners, LLC
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Modera Wealth Management, LLC
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Kestra Investment Management, LLC
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GESIX - LAZARD FUNDS INC - Lazard Global Equity Select Portfolio Institutional Shares
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GLOBALT Investments LLC / GA
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Profund Advisors Llc
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Traub Capital Management LLC
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Curat Global, LLC
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Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF
|
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SCHG - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Growth ETF
|
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|
Public Employees Retirement System Of Ohio
|
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Principle Wealth Partners Llc
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Legacy Solutions, Llc
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SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
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Sheaff Brock Investment Advisors, LLC
|
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VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares
|
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McBroom & Associates, LLC
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Aspen Grove Capital, LLC
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MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
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VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
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TD Capital Management LLC
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Capital Advisors, Ltd. LLC
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Aureus Asset Management, LLC
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SPEGX - ALGER FUNDS II - Alger Responsible Investing Fund Class A
|
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SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
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|
EMOT - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust S&P 500 Economic Moat ETF
|
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Louisiana State Employees Retirement System
|
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Vantage Investment Partners, LLC
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Philadelphia Trust Co
|
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Summa Corp.
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Capital Investment Advisory Services, LLC
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IMC-Chicago, LLC
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Bellwether Advisors, LLC
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Arcataur Capital Management LLC
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Obermeyer Wood Investment Counsel, Lllp
|
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DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
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JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF
|
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Principal Street Partners, LLC
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Mattern Capital Management, Llc
|
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NorthCrest Asset Manangement, LLC
|
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MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
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|
RSPH - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Health Care ETF
|
|
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|
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc.
|
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D. E. Shaw & Co., Inc.
|
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Dunhill Financial, LLC
|
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GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
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|
Capital A Wealth Management, LLC
|
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|
IMA Wealth, Inc.
|
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Sentry Investment Management Llc
|
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Spinnaker Trust
|
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Alpine Woods Capital Investors, Llc
|
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THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
|
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|
Meiji Yasuda Life Insurance Co
|
|
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|
Pathstone Holdings, LLC
|
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|
Perennial Advisors, LLC
|
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|
PRDGX - T. Rowe Price Dividend Growth Fund, Inc. - T. Rowe Price Dividend Growth Fund, Inc.
|
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|
K.J. Harrison & Partners Inc
|
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|
Bruce G. Allen Investments, LLC
|
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|
Tcw Group Inc
|
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|
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
|
|
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|
|
|
Capital Group Investment Management Pte. Ltd.
|
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|
Merit Financial Group, LLC
|
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|
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
|
|
|
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|
Manufacturers Life Insurance Company, The
|
|
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|
|
|
FXH - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Health Care AlphaDEX Fund
|
|
|
|
|
|
Martin Capital Advisors, LLP
|
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|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
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|
|
|
Entropy Technologies, LP
|
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|
|
Umb Bank N A/mo
|
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|
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|
Camden National Bank
|
|
|
|
|
|
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund
|
|
|
|
|
|
Midwest Trust Co
|
|
|
|
|
|
Bank of Marin
|
|
|
|
|
|
Arista Wealth Management, LLC
|
|
|
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|
Schear Investment Advisers, LLC
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
Tokio Marine Asset Management Co Ltd
|
|
|
|
|
|
Forte Capital Llc /adv
|
|
|
|
|
|
Resources Management Corp /ct/ /adv
|
|
|
|
|
|
QGRO - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Growth ETF
|
|
|
|
|
|
BLUEX - AMG Funds I - AMG Managers Brandywine Blue Fund Class I
|
|
|
|
|
|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
|
Fisher Funds Management LTD
|
|
|
|
|
|
Jefferies Financial Group Inc.
|
|
|
|
|
|
GHP Investment Advisors, Inc.
|
|
|
|
|
|
Meeder Advisory Services, Inc.
|
|
|
|
|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
Sterneck Capital Management, LLC
|
|
|
|
|
|
First Commonwealth Financial Corp /pa/
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
|
|
|
|
Gabelli Dividend & Income Trust
|
|
|
|
|
|
IMS Capital Management
|
|
|
|
|
|
Roberts Wealth Advisors, LLC
|
|
|
|
|
|
FUKOKU MUTUAL LIFE INSURANCE Co
|
|
|
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
|
|
|
|
|
|
HYLG - Global X Funds - Global X Health Care Covered Call & Growth ETF
|
|
|
|
|
|
NSBAX - NUVEEN INVESTMENT TRUST II - Nuveen Santa Barbara Dividend Growth Fund - Class A
|
|
|
|
|
|
Power Wealth Management Llc
|
|
|
|
|
|
Trust Point Inc.
|
|
|
|
|
|
Venture Visionary Partners LLC
|
|
|
|
|
|
Hudson Canyon Capital Management
|
|
|
|
|
|
RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF
|
|
|
|
|
|
Ipswich Investment Management Co., Inc.
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
Cranbrook Wealth Management, LLC
|
|
|
|
|
|
Barnes Pettey Financial Advisors, Llc
|
|
|
|
|
|
Inlet Private Wealth, LLC
|
|
|
|
|
|
Fourth Dimension Wealth, LLC
|
|
|
|
|
|
Childress Capital Advisors, Llc
|
|
|
|
|
|
VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares
|
|
|
|
|
|
Investors Asset Management Of Georgia Inc /ga/ /adv
|
|
|
|
|
|
Old Port Advisors
|
|
|
|
|
|
Country Club Bank /gfn
|
|
|
|
|
|
Legato Capital Management LLC
|
|
|
|
|
|
Broadway Wealth Solutions, Inc.
|
|
|
|
|
|
Trifecta Capital Advisors, LLC
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
Cornerstone Total Return Fund Inc
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Growth Portfolio Institutional Class
|
|
|
|
|
|
Ninety One North America, Inc.
|
|
|
|
|
|
Hager Investment Management Services, Llc
|
|
|
|
|
|
Polymer Capital Management (US) LLC
|
|
|
|
|
|
Transcend Wealth Collective, Llc
|
|
|
|
|
|
First Foundation Advisors
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
Old Point Trust & Financial Services N A
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
TBH Global Asset Management, LLC
|
|
|
|
|
|
State of Wyoming
|
|
|
|
|
|
MCF Advisors LLC
|
|
|
|
|
|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
|
|
|
|
JTKRX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Global Thematic Opportunities Fund Class R6
|
|
|
|
|
|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
|
|
|
|
Nova Wealth Management, Inc.
|
|
|
|
|
|
Wallace Capital Management Inc.
|
|
|
|
|
|
HEAT - Touchstone ETF Trust - Touchstone Climate Transition ETF
|
|
|
|
|
|
Future Financial Wealth Managment LLC
|
|
|
|
|
|
Blume Capital Management, Inc.
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Janus Balanced VP Service
|
|
|
|
|
|
Acadian Asset Management Llc
|
|
|
|
|
|
NULG - Nushares ETF Trust - Nuveen ESG Large-Cap Growth ETF
|
|
|
|
|
|
Ellevest, Inc.
|
|
|
|
|
|
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
|
|
|
|
|
|
Riverwater Partners LLC
|
|
|
|
|
|
PayPay Securities Corp
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
Klingman & Associates, LLC
|
|
|
|
|
|
Riverpark Capital Management Llc
|
|
|
|
|
|
Quintet Private Bank (Europe) S.A.
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
Transatlantique Private Wealth Llc
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
BGRWX - Segall Bryant & Hamill Trust - BARRETT GROWTH FUND Retail Class
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
Townsend Asset Management Corp /nc/ /adv
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
|
|
|
|
TFPN - Tidal Trust II - Blueprint Chesapeake Multi-Asset Trend ETF
|
|
|
|
|
|
JAEDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Blue Chip Growth Trust NAV
|
|
|
|
|
|
NDVG - Nushares ETF Trust - Nuveen Dividend Growth ETF
|
|
|
|
|
|
VMGAX - VANGUARD WORLD FUND - Vanguard Mega Cap Growth Index Fund Institutional Shares
|
|
|
|
|
|
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
|
|
|
|
|
|
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
|
|
|
|
|
|
1st Source Bank
|
|
|
|
|
|
Platinum Investment Management Ltd
|
|
|
|
|
|
BlueSpruce Investments, LP
|
|
|
|
|
|
Riggs Asset Managment Co. Inc.
|
|
|
|
|
|
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF
|
|
|
|
|
|
Trivant Custom Portfolio Group, LLC
|
|
|
|
|
|
Congress Park Capital LLC
|
|
|
|
|
|
First National Advisers, LLC
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
San Luis Wealth Advisors LLC
|
|
|
|
|
|
TFG Advisers LLC
|
|
|
|
|
|
Dividend Asset Capital, Llc
|
|
|
|
|
|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
|
PETZX - Gabelli Innovations Trust - Gabelli Pet Parents'(TM) Fund
|
|
|
|
|
|
Dakota Community Bank & Trust NA
|
|
|
|
|
|
WGGNX - WILLIAM BLAIR FUNDS - William Blair Global Leaders Fund Class N
|
|
|
|
|
|
Consultiva Wealth Management, Corp.
|
|
|
|
|
|
Rockland Trust Co
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
|
MBL Wealth, LLC
|
|
|
|
|
|
Busey Wealth Management
|
|
|
|
|
|
EFG Asset Management (North America) Corp.
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio
|
|
|
|
|
|
Grantham, Mayo, Van Otterloo & Co. LLC
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
Thrive Wealth Management, LLC
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
|
|
|
|
|
BTEFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Equity Fund
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
BRGIX - PROFESSIONALLY MANAGED PORTFOLIOS - Bridges Investment Fund
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
Winton Capital Group Ltd
|
|
|
|
|
|
First PREMIER Bank
|
|
|
|
|
|
Summit Place Financial Advisors, LLC
|
|
|
|
|
|
Stenahm Asset Managment Ltd
|
|
|
|
|
|
Nippon Life Global Investors Americas, Inc.
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
Chilton Capital Management Llc
|
|
|
|
|
|
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund
|
|
|
|
|
|
RYHIX - RYDEX SERIES FUNDS - Health Care Fund Investor Class
|
|
|
|
|
|
Cary Street Partners Financial Llc
|
|
|
|
|
|
Legacy Capital Group California, Inc.
|
|
|
|
|
|
Bragg Financial Advisors, Inc
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Health Care Fund Variable Annuity
|
|
|
|
|
|
Silvercrest Asset Management Group Llc
|
|
|
|
|
|
RFG Advisory, LLC
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
AMCPX - AMCAP FUND - AMCAP FUND Class A
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
Briaud Financial Planning, Inc
|
|
|
|
|
|
PBCKX - PRINCIPAL FUNDS INC - Blue Chip Fund Institutional Class
|
|
|
|
|
|
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
|
|
|
|
|
|
Bank OZK
|
|
|
|
|
|
MFUT - Tidal Trust II - Cambria Chesapeake Pure Trend ETF
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
PGRNX - PAX WORLD FUNDS SERIES TRUST I - Pax Global Environmental Markets Fund Investor Class
|
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|
Rowland & Co Investment Counsel/adv
|
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Atlas Capital Advisors Llc
|
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Manchester Capital Management LLC
|
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|
LEGR - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Indxx Innovative Transaction & Process ETF
|
|
|
|
|
|
Shorepoint Capital Partners LLC
|
|
|
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|
|
STXD - EA Series Trust - Strive 1000 Dividend Growth ETF
|
|
|
|
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|
Lantz Financial LLC
|
|
|
|
|
|
Kentucky Retirement Systems
|
|
|
|
|
|
QLMLOX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Large Cap Growth Portfolio Class I
|
|
|
|
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|
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
|
|
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|
Panagora Asset Management Inc
|
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|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
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|
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|
Belpointe Asset Management LLC
|
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|
AAAGX - THRIVENT MUTUAL FUNDS - Thrivent Large Cap Growth Fund Class A
|
|
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|
Lyell Wealth Management, Lp
|
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Liontrust Investment Partners LLP
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Dynasty Wealth Management, Llc
|
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Tranquility Partners, LLC
|
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BKD Wealth Advisors, LLC
|
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|
Keudell/Morrison Wealth Management
|
|
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|
Rosenberg Matthew Hamilton
|
|
|
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|
Prospera Financial Services Inc
|
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|
Wesbanco Bank Inc
|
|
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|
Ambassador Advisors, LLC
|
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|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
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|
BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A
|
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|
Wedbush Securities Inc
|
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Aviva Plc
|
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Wormser Freres Gestion
|
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Two Sigma Investments, Lp
|
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SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
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|
MSEFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Equity Fund Institutional Class
|
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Mystic Asset Management, Inc.
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Capital Insight Partners, Llc
|
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TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class
|
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|
Midwest Professional Planners, LTD.
|
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Northwestern Mutual Investment Management Company, Llc
|
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City State Bank
|
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|
Asset Planning,Inc
|
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Simmons Bank
|
|
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GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
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|
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|
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
|
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Murphy & Mullick Capital Management Corp
|
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United Bank
|
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JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Equity Fund (I)
|
|
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|
MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class
|
|
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|
HB Wealth Management, LLC
|
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Fairman Group, LLC
|
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SUSA - iSHARES TRUST - iShares MSCI USA ESG Select ETF
|
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Westerkirk Capital Inc.
|
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Capital Fund Management S.a.
|
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SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF
|
|
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|
Vanguard Group Inc
|
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|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
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|
Lansforsakringar Fondforvaltning AB (publ)
|
|
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|
Allianz Se
|
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Kingswood Wealth Advisors, Llc
|
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|
Andina Capital Management, LLC
|
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|
Buckingham Strategic Partners
|
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Seeds Investor Llc
|
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Johnson Investment Counsel Inc
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|
Keebeck Wealth Management, LLC
|
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|
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A
|
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|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
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Capital Performance Advisors Llp
|
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VIGRX - VANGUARD INDEX FUNDS - Vanguard Growth Index Fund Investor Shares
|
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|
New Hampshire Trust
|
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|
Eventide Asset Management, Llc
|
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ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund
|
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|
Cohen Klingenstein LLC
|
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|
Nicholson Wealth Management Group, LLC
|
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BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
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|
Morningstar Investment Management LLC
|
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|
New Age Alpha Variable Funds Trust - NAA ALL CAP VALUE SERIES
|
|
|
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|
CENTRAL TRUST Co
|
|
|
|
|
|
PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF
|
|
|
|
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|
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB
|
|
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|
|
Mechanics Financial Corp
|
|
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|
Invesco Ltd.
|
|
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|
Summit Financial, LLC
|
|
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|
Baker Chad R
|
|
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|
Horizon Financial Services, Llc
|
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|
Cornerstone Wealth Group, LLC
|
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|
Wittenberg Investment Management, Inc.
|
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|
Gryphon Financial Partners LLC
|
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|
Townsquare Capital Llc
|
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|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
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|
IHT Wealth Management, LLC
|
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|
Farther Finance Advisors, LLC
|
|
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|
Nordea Investment Management Ab
|
|
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|
FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund
|
|
|
|
|
|
Triglav Skladi, D.o.o.
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
Empire Life Investments Inc.
|
|
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|
USS Investment Management Ltd
|
|
|
|
|
|
FLCV - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Value ETF
|
|
|
|
|
|
Tax-Managed Multi-Cap Growth Portfolio - TAX MANAGED MULTI CAP GROWTH PORTFOLIO
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
Ninety One SA (PTY) Ltd
|
|
|
|
|
|
Astoria Portfolio Advisors LLC.
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
Korea Investment CORP
|
|
|
|
|
|
Strategy Asset Managers Llc
|
|
|
|
|
|
SURE - AdvisorShares Trust - AdvisorShares DoubleLine Value Equity ETF
|
|
|
|
|
|
Stonebrook Private Inc.
|
|
|
|
|
|
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
BSW Wealth Partners
|
|
|
|
|
|
Retirement Guys Formula Llc
|
|
|
|
|
|
MQS Management LLC
|
|
|
|
|
|
VALSX - Value Line Select Growth Fund, Inc. - Value Line Select Growth Fund, Inc. Investor Class
|
|
|
|
|
|
Public Sector Pension Investment Board
|
|
|
|
|
|
XLV - SELECT SECTOR SPDR TRUST - The Health Care Select Sector SPDR Fund
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
NEWFX - NEW WORLD FUND INC - NEW WORLD FUND INC Class A
|
|
|
|
|
|
Plato Investment Management Ltd
|
|
|
|
|
|
XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF
|
|
|
|
|
|
Huntleigh Advisors, Inc.
|
|
|
|
|
|
CGC Financial Services, LLC
|
|
|
|
|
|
Garde Capital, Inc.
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
Neo Ivy Capital Management
|
|
|
|
|
|
USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF
|
|
|
|
|
|
Autumn Glory Partners, LLC
|
|
|
|
|
|
Mawer Investment Management Ltd.
|
|
|
|
|
|
Werlinich Asset Management, LLC
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
Nvwm, Llc
|
|
|
|
|
|
Hancock Whitney Corp
|
|
|
|
|
|
Financial Advocates Investment Management
|
|
|
|
|
|
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES
|
|
|
|
|
|
Tributary Capital Management, LLC
|
|
|
|
|
|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
|
|
Legacy Capital Wealth Partners, LLC
|
|
|
|
|
|
Intrust Bank Na
|
|
|
|
|
|
Baldwin Brothers Inc/ma
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
EULAV Asset Management
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
Caption Management, LLC
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
|
|
|
|
Centennial Bank/AR/
|
|
|
|
|
|
Baer Investment Advisory LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
|
|
|
|
Evergreen Private Wealth LLC
|
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF
|
|
|
|
|
|
CWS Financial Advisors, LLC
|
|
|
|
|
|
Lake Street Financial Llc
|
|
|
|
|
|
Burns Matteson Capital Management, LLC
|
|
|
|
|
|
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio
|
|
|
|
|
|
Investors Research Corp
|
|
|
|
|
|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
Norinchukin Bank, The
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
Inscription Capital, LLC
|
|
|
|
|
|
Heron Bay Capital Management
|
|
|
|
|
|
First Affirmative Financial Network
|
|
|
|
|
|
Kirtland Hills Capital Management, Llc
|
|
|
|
|
|
Achmea Investment Management B.V.
|
|
|
|
|
|
Duncker Streett & Co Inc
|
|
|
|
|
|
Legacy Wealth Asset Management, LLC
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
Catalyst Financial Partners Llc
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
Biltmore Family Office, LLC
|
|
|
|
|
|
SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
Capstone Investment Advisors, Llc
|
|
|
|
|
|
GMEZX - GuideStone Funds - Impact Equity Fund Investor
|
|
|
|
|
|
Frank, Rimerman Advisors LLC
|
|
|
|
|
|
Portfolio Design Labs, LLC
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
TWBIX - American Century Mutual Funds, Inc. - Balanced Fund Investor Class
|
|
|
|
|
|
VCULX - VALIC Co I - Growth Fund
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
Loomis Sayles & Co L P
|
|
|
|
|
|
Sone Capital Management, LLC
|
|
|
|
|
|
Daiwa Securities Group Inc.
|
|
|
|
|
|
Jackson Hole Capital Partners, LLC
|
|
|
|
|
|
Illinois Municipal Retirement Fund
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A)
|
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
|
|
|
|
|
UniSuper Management Pty Ltd
|
|
|
|
|
|
SevenBridge Financial Group, LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
Worldquant Millennium Advisors Llc
|
|
|
|
|
|
Signature Resources Capital Management, LLC
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
Verdence Capital Advisors LLC
|
|
|
|
|
|
Waterloo Capital, L.P.
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
|
|
|
|
|
|
CSIEX - CALVERT SOCIAL INVESTMENT FUND - Calvert Equity Fund Class A
|
|
|
|
|
|
DGAGX - BNY MELLON APPRECIATION FUND, INC. - BNY Mellon Appreciation Fund, Inc. Investor Shares
|
|
|
|
|
|
Heritage Trust Co
|
|
|
|
|
|
Quilter Plc
|
|
|
|
|
|
FDWM - FIDELITY COVINGTON TRUST - Fidelity Women's Leadership ETF
|
|
|
|
|
|
SWANX - SCHWAB CAPITAL TRUST - Schwab Core Equity Fund
|
|
|
|
|
|
Reynders McVeigh Capital Management, LLC
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Blue Chip Growth Fund Initial Class
|
|
|
|
|
|
Mechanics Bank Trust Department
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
Financial Gravity Companies, Inc.
|
|
|
|
|
|
ABN AMRO Bank N.V.
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
|
|
|
|
Arrowstreet Capital, Limited Partnership
|
|
|
|
|
|
Millstone Evans Group, LLC
|
|
|
|
|
|
Scholtz & Company, Llc
|
|
|
|
|
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
|
|
|
|
TMED - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Health Care ETF
|
|
|
|
|
|
Edgewood Management Llc
|
|
|
|
|
|
Aprio Wealth Management, LLC
|
|
|
|
|
|
Daymark Wealth Partners, Llc
|
|
|
|
|
|
Slocum, Gordon & Co LLP
|
|
|
|
|
|
KCGIX - Advisors' Inner Circle Fund III - Knights of Columbus Large Cap Growth Fund I Shares
|
|
|
|
|
|
Maryland Capital Advisors Inc.
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
|
|
|
|
|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Advanced Portfolio Management, LLC
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
|
|
|
|
|
Vontobel Holding Ltd.
|
|
|
|
|
|
Siemens Fonds Invest GmbH
|
|
|
|
|
|
Everence Capital Management Inc
|
|
|
|
|
|
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
|
|
|
|
|
OV Management LLC
|
|
|
|
|
|
Thomasville National Bank
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
IGMAX - Voya PARTNERS INC - VY(R) Invesco Oppenheimer Global Portfolio Class ADV
|
|
|
|
|
|
TPLGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Core Growth Fund
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
|
|
|
|
|
PDS Planning, Inc
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
|
|
|
|
|
Sterling Investment Counsel, LLC
|
|
|
|
|
|
ORG Wealth Partners, LLC
|
|
|
|
|
|
Rakuten Investment Management, Inc.
|
|
|
|
|
|
RiverPark Advisors, LLC
|
|
|
|
|
|
JCIC Asset Management Inc.
|
|
|
|
|
|
Beverly Hills Private Wealth, LLC
|
|
|
|
|
|
Calamos Wealth Management LLC
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
CVGRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth Fund Class A
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Value
|
|
|
|
|
|
StoneX Group Inc.
|
|
|
|
|
|
Montag & Caldwell, Llc
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
Quadcap Wealth Management, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
|
|
|
|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
|
|
|
|
Sound View Wealth Advisors Group, LLC
|
|
|
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|
|
Trust Co
|
|
|
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|
|
Hilltop National Bank
|
|
|
|
|
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UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
CLARET ASSET MANAGEMENT Corp
|
|
|
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|
Sachetta, LLC
|
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AQLT - iSHARES TRUST - iShares MSCI Global Quality Factor ETF
|
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|
Sentinel Trust Co Lba
|
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|
Appleton Partners Inc/ma
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|
Compagnie Lombard Odier SCmA
|
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|
1248 Management, LLC
|
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|
Forza Wealth Management, LLC
|
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|
Robeco Institutional Asset Management B.V.
|
|
|
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|
FWOZX - FIDELITY SUMMER STREET TRUST - Fidelity Women's Leadership Fund Fidelity Advisor Women's Leadership Fund: Class Z
|
|
|
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|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
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|
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|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class I Shares
|
|
|
|
|
|
Frazier Financial Advisors, LLC
|
|
|
|
|
|
Heritage Wealth Advisors
|
|
|
|
|
|
MFQAX - AMG Funds I - AMG FQ Tax-Managed U.S. Equity Fund Class N
|
|
|
|
|
|
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
|
|
|
|
PineBridge Investments, L.P.
|
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|
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|
Bay Harbor Wealth Management, LLC
|
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Brookstone Capital Management
|
|
|
|
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SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
|
|
|
|
ERNZ - Listed Funds Trust - TrueShares Active Yield ETF
|
|
|
|
|
|
Modern Wealth Management, LLC
|
|
|
|
|
|
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I
|
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|
Sumitomo Life Insurance Co
|
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|
Point72 Asset Management, L.P.
|
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Orser Capital Management, Llc
|
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Montecito Bank & Trust
|
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|
Strengthening Families & Communities, LLC
|
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Ninety One UK Ltd
|
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Park National Corp /oh/
|
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Profunds - Profund Vp Health Care
|
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|
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First Merchants Corp
|
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|
PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares
|
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|
Main Street Group, LTD
|
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Glenview Trust Co
|
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Archer Investment Corp
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State of New Jersey Common Pension Fund D
|
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|
Wendell David Associates Inc
|
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|
Capital Planning Advisors, LLC
|
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|
THRIVENT SERIES FUND INC - Thrivent Large Cap Growth Portfolio Class A
|
|
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|
Xponance, Inc.
|
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|
Empowered Funds, LLC
|
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|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
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|
Hibernia Wealth Partners, LLC
|
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|
CRFRX - CALVERT SOCIAL INVESTMENT FUND - Calvert Focused Value Fund Class R6
|
|
|
|
|
|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
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|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
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|
Chapman Investment Management, LLC
|
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XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
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IHE - iSHARES TRUST - iShares U.S. Pharmaceuticals ETF
|
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|
Blossom Wealth Management
|
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|
Schroder Investment Management Group
|
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|
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PharVision Advisers, LLC
|
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|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
|
|
|
VUSE - ETF Series Solutions - Vident Core U.S. Equity Fund
|
|
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|
Bogart Wealth, LLC
|
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|
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|
|
Parallel Advisors, LLC
|
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|
Unisphere Establishment
|
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Alta Advisers Ltd
|
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RXL - PROSHARES TRUST - ProShares Ultra Health Care
|
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|
VeraBank, N.A.
|
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RAGHX - ALLIANZ FUNDS - AllianzGI Health Sciences Fund A
|
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|
Intech Investment Management Llc
|
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|
|
Rhumbline Advisers
|
|
|
|
|
|
Great Lakes Retirement, Inc.
|
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|
|
|
|
Moss Adams Wealth Advisors LLC
|
|
|
|
|
|
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
|
|
|
|
|
|
Edmond De Rothschild Holding S.a.
|
|
|
|
|
|
Change Path, LLC
|
|
|
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|
|
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
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|
|
|
Westpac Banking Corp
|
|
|
|
|
|
Rogco, Lp
|
|
|
|
|
|
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
|
|
|
|
|
|
Mairs & Power Inc
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
Alliance Wealth Advisors, LLC /UT
|
|
|
|
|
|
VLSRX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus KAR Long/Short Equity Fund Class R6
|
|
|
|
|
|
IYH - iSHARES TRUST - iShares U.S. Healthcare ETF
|
|
|
|
|
|
Aster Capital Management (DIFC) Ltd
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
FineMark National Bank & Trust
|
|
|
|
|
|
Heathbridge Capital Management Ltd.
|
|
|
|
|
|
Gulf International Bank (UK) Ltd
|
|
|
|
|
|
Ami Asset Management Corp
|
|
|
|
|
|
Central Bank & Trust Co
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
|
Dorsey & Whitney Trust CO LLC
|
|
|
|
|
|
Vinva Investment Management Ltd
|
|
|
|
|
|
AVEDX - SCHWARTZ INVESTMENT TRUST - Ave Maria Rising Dividend Fund
|
|
|
|
|
|
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares
|
|
|
|
|
|
Elk River Wealth Management, LLC
|
|
|
|
|
|
Davidson Trust Co
|
|
|
|
|
|
Regatta Capital Group, Llc
|
|
|
|
|
|
EGUS - iSHARES TRUST - iShares ESG Aware MSCI USA Growth ETF
|
|
|
|
|
|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
|
|
|
|
|
Atwood & Palmer Inc
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
Pittenger & Anderson Inc
|
|
|
|
|
|
Syntax Research, Inc.
|
|
|
|
|
|
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
|
|
|
|
|
Virtus Investment Advisers, Inc.
|
|
|
|
|
|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
Salvus Wealth Management, LLC
|
|
|
|
|
|
Dogwood Wealth Management LLC
|
|
|
|
|
|
Waverton Investment Management Ltd
|
|
|
|
|
|
Fiduciary Financial Group, Llc
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
Proathlete Wealth Management Llc
|
|
|
|
|
|
Navalign, LLC
|
|
|
|
|
|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
|
|
|
|
Brady Family Wealth, Llc
|
|
|
|
|
|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
|
|
|
|
Aviso Financial Inc.
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
Dover Advisors, Llc
|
|
|
|
|
|
GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class
|
|
|
|
|
|
Citizens Financial Group Inc/ri
|
|
|
|
|
|
Signature Wealth Management Group
|
|
|
|
|
|
Argonautica Private Wealth Management, Inc
|
|
|
|
|
|
Uhlmann Price Securities, Llc
|
|
|
|
|
|
Valued Wealth Advisors LLC
|
|
|
|
|
|
Confluence Investment Management Llc
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
BI Asset Management Fondsmaeglerselskab A/S
|
|
|
|
|
|
N.E.W. Advisory Services LLC
|
|
|
|
|
|
CMVIX - Blackrock Funds - Blackrock Advantage Large Cap Growth Fund Institutional
|
|
|
|
|
|
Ferguson Wellman Capital Management, Inc
|
|
|
|
|
|
Pitcairn Co
|
|
|
|
|
|
Gabelli Funds Llc
|
|
|
|
|
|
Groupe la Francaise
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
|
|
|
|
Town & Country Bank & Trust CO dba First Bankers Trust CO
|
|
|
|
|
|
Magnetar Financial LLC
|
|
|
|
|
|
Gamco Natural Resources, Gold & Income Trust
|
|
|
|
|
|
ARILX - Aristotle Funds Series Trust - Aristotle Core Equity Fund II Class I
|
|
|
|
|
|
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Global Responsibility Equity Fund Class A
|
|
|
|
|
|
Harmony Asset Management Llc
|
|
|
|
|
|
AVLVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value Fund Institutional Class
|
|
|
|
|
|
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
|
|
|
|
|
Traynor Capital Management, Inc.
|
|
|
|
|
|
Boston Trust Walden Corp
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
Westport Asset Management Inc
|
|
|
|
|
|
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
Group One Trading, L.p.
|
|
|
|
|
|
RLSIX - RIVERPARK FUNDS TRUST - RiverPark Long/Short Opportunity Fund Institutional Class
|
|
|
|
|
|
Geo Capital Gestora de Recursos Ltd
|
|
|
|
|
|
CSM - PROSHARES TRUST - ProShares Large Cap Core Plus
|
|
|
|
|
|
Valmark Advisers, Inc.
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
COMMERCE FUNDS - The MidCap Value Fund Shares
|
|
|
|
|
|
AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A
|
|
|
|
|
|
Meyer Handelman Co
|
|
|
|
|
|
Congress Wealth Management LLC / DE /
|
|
|
|
|
|
HIACX - Hartford Series Fund Inc - Hartford Capital Appreciation Hls Fund Ia
|
|
|
|
|
|
ODonnell Financial Services, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
Select Equity Group, L.P.
|
|
|
|
|
|
Center for Financial Planning, Inc.
|
|
|
|
|
|
Baker Avenue Asset Management, LP
|
|
|
|
|
|
Swedbank AB
|
|
|
|
|
|
Burney Co/
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I
|
|
|
|
|
|
Lountzis Asset Management, Llc
|
|
|
|
|
|
Forefront Wealth Partners, LLC
|
|
|
|
|
|
Park Place Capital Corp
|
|
|
|
|
|
LOM Asset Management Ltd
|
|
|
|
|
|
Founders Financial Securities Llc
|
|
|
|
|
|
Profunds - Profund Vp Bull
|
|
|
|
|
|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
|
|
|
|
|
Inceptionr Llc
|
|
|
|
|
|
QDF - FlexShares Trust - FlexShares Quality Dividend Index Fund
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
Bank of Jackson Hole Trust
|
|
|
|
|
|
Hedeker Wealth, LLC
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
Sittner & Nelson, Llc
|
|
|
|
|
|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
|
|
|
|
|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
|
|
|
|
FDx Advisors, Inc.
|
|
|
|
|
|
Tandem Investment Advisors, Inc.
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
Wood Tarver Financial Group, LLC
|
|
|
|
|
|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
Anderson Hoagland & Co
|
|
|
|
|
|
CDGRX - Copeland Trust - Copeland Risk Managed Dividend Growth Fund Class A shares
|
|
|
|
|
|
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund
|
|
|
|
|
|
Peddock Capital Advisors, Llc
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio
|
|
|
|
|
|
Artisan Partners Limited Partnership
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Socially Responsible Fund Class I
|
|
|
|
|
|
Moran Wealth Management, LLC
|
|
|
|
|
|
Impax Asset Management Group plc
|
|
|
|
|
|
Weik Capital Management
|
|
|
|
|
|
Hixon Zuercher, LLC
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Diversify Advisory Services, LLC
|
|
|
|
|
|
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
|
|
|
|
|
Cynosure Management, Llc
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
Fortis Group Advisors, LLC
|
|
|
|
|
|
STRV - EA Series Trust - Strive 500 ETF
|
|
|
|
|
|
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A
|
|
|
|
|
|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
|
|
|
|
Turtle Creek Wealth Advisors, LLC
|
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
JIDVX - JANUS INVESTMENT FUND - Janus Henderson U.S. Dividend Income Fund Class I
|
|
|
|
|
|
HITE Hedge Asset Management LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
|
|
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund
|
|
|
|
|
|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
|
|
Carnegie Lake Advisors LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
|
|
|
|
|
Ontario Teachers Pension Plan Board
|
|
|
|
|
|
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
|
|
|
|
|
Gratus Wealth Advisors, LLC
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
Value Partners Investments Inc.
|
|
|
|
|
|
TCTC Holdings, LLC
|
|
|
|
|
|
Twinbeech Capital Lp
|
|
|
|
|
|
Baader Bank INC
|
|
|
|
|
|
Profunds - Profund Vp Pharmaceuticals
|
|
|
|
|
|
Eqis Capital Management, Inc.
|
|
|
|
|
|
Capital International Inc /ca/
|
|
|
|
|
|
Granite Investment Partners, LLC
|
|
|
|
|
|
South Dakota Investment Council
|
|
|
|
|
|
Raelipskie Partnership
|
|
|
|
|
|
Adviser Investments LLC
|
|
|
|
|
|
GoalVest Advisory LLC
|
|
|
|
|
|
Texas Bank & Trust Co
|
|
|
|
|
|
NJ State Employees Deferred Compensation Plan
|
|
|
|
|
|
First American Trust, Fsb
|
|
|
|
|
|
Crowley Wealth Management, Inc.
|
|
|
|
|
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Narwhal Capital Management
|
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Trust Co Of Oklahoma
|
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|
Kestra Private Wealth Services, Llc
|
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|
Private Advisor Group, LLC
|
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Estabrook Capital Management
|
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|
Taikang Asset Management (Hong Kong) Co Ltd
|
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|
Redwood Investments, LLC
|
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CAPROCK Group, Inc.
|
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Griffin Asset Management, Inc.
|
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DekaBank Deutsche Girozentrale
|
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Alps Advisors Inc
|
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Agf Management Ltd
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Bell Asset Management Ltd
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Tortoise Investment Management, LLC
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Adage Capital Partners Gp, L.l.c.
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Ssa Swiss Advisors Ag
|
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Mitchell & Pahl Private Wealth, Llc
|
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FAPNX - FIDELITY SUMMER STREET TRUST - Fidelity Healthy Future Fund Fidelity Advisor Healthy Future Fund: Class Z
|
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|
Farringdon Capital, Ltd.
|
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First Trust Advisors Lp
|
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LKBAX - LKCM Funds - LKCM Balanced Fund
|
|
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|
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THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
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Hantz Financial Services, Inc.
|
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Rosenblum Silverman Sutton S F Inc /ca
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Everett Harris & Co /ca/
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Vaughan Nelson Investment Management, L.p.
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GFG Capital, LLC
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Montag A & Associates Inc
|
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EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
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Sit Investment Associates Inc
|
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|
NZUS - SPDR SERIES TRUST - SPDR MSCI USA Climate Paris Aligned ETF
|
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Biondo Investment Advisors, LLC
|
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Profunds - Profund Vp Ultrabull
|
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AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
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TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
|
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|
Keybank National Association/oh
|
|
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|
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1
|
|
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|
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio
|
|
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|
Webster Bank, N. A.
|
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Consolidated Investment Group LLC
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Beacon Investment Advisory Services, Inc.
|
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MetLife Investment Management, LLC
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MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
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|
Cito Capital Group, LLC
|
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TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
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|
Mark Sheptoff Financial Planning, Llc
|
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Tradewinds Capital Management, LLC
|
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IXJ - iSHARES TRUST - iShares Global Healthcare ETF
|
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Jnl Series Trust - Jnl/s&p 4 Fund (a)
|
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BLI - Banque de Luxembourg Investments
|
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|
BLACKROCK FUNDS - BlackRock Commodity Strategies Fund Investor A Shares
|
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|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I
|
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Texas Capital Bancshares Inc/tx
|
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Salomon & Ludwin, LLC
|
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Hoey Investments, Inc
|
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NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
|
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Oarsman Capital, Inc.
|
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Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
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GILIX - New Age Alpha Funds Trust - NAA LARGE CORE FUND Institutional Class
|
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DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
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Aspect Partners, LLC
|
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Canada Post Corp Registered Pension Plan
|
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AVLV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value ETF
|
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FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
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Oversea-Chinese Banking CORP Ltd
|
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SHSSX - Blackrock Funds - Blackrock Health Sciences Opportunities Portfolio Institutional
|
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LPL Financial LLC
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Investment Advisory Services Inc /tx /adv
|
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Los Angeles Capital Management Llc
|
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|
Us Bancorp \de\
|
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|
Institutional Investment Strategy Fund
|
|
|
|
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|
Wealth Advisory Solutions, 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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|
Prime Capital Investment Advisors, LLC
|
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|
NewEdge Wealth, LLC
|
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Janus Henderson Group Plc
|
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Ag2r La Mondiale Gestion D'actifs
|
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Teacher Retirement System Of Texas
|
|
|
|
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|
Spears Abacus Advisors LLC
|
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|
|
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|
Forsta Ap-fonden
|
|
|
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|
Logan Capital Management Inc
|
|
|
|
|
|
IWX - iSHARES TRUST - iShares Russell Top 200 Value ETF
|
|
|
|
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|
BLYAX - AMERICAN BEACON FUNDS - American Beacon Bridgeway Large Cap Growth Fund A Class
|
|
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|
|
Artemis Investment Management LLP
|
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|
Blue Chip Partners, Inc.
|
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|
South Street Advisors LLC
|
|
|
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|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares
|
|
|
|
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|
Diligent Investors, LLC
|
|
|
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|
Aware Super Pty Ltd as trustee of Aware Super
|
|
|
|
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|
Susquehanna International Group, Llp
|
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|
|
|
|
Windward Capital Management Co /ca
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
AllSquare Wealth Management LLC
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
MBCGX - MASSMUTUAL SELECT FUNDS - MassMutual Select Blue Chip Growth Fund Class A
|
|
|
|
|
|
Avenue 1 Advisors, LLC
|
|
|
|
|
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
Taurus Asset Management, Llc
|
|
|
|
|
|
Mediolanum International Funds Ltd
|
|
|
|
|
|
KRMA - Global X Funds - Global X Conscious Companies ETF
|
|
|
|
|
|
COWG - Pacer Funds Trust - Pacer US Large Cap Cash Cows Growth Leaders ETF
|
|
|
|
|
|
POWA - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Defensive Equity ETF
|
|
|
|
|
|
Hanson & Doremus Investment Management
|
|
|
|
|
|
Confluence Wealth Services, Inc.
|
|
|
|
|
|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
Virtue Capital Management, LLC
|
|
|
|
|
|
Sarasin & Partners LLP
|
|
|
|
|
|
Advisor OS, LLC
|
|
|
|
|
|
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
|
|
|
|
|
|
Simplicity Wealth,LLC
|
|
|
|
|
|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
|
|
|
|
Endowment Wealth Management, Inc.
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Point72 (DIFC) Ltd
|
|
|
|
|
|
PNRAX - PUTNAM INVESTMENT FUNDS - Putnam Research Fund Class A Shares
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Growth Stock Portfolio
|
|
|
|
|
|
FSC Wealth Advisors, LLC
|
|
|
|
|
|
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund
|
|
|
|
|
|
SAWG - ETF Series Solutions - AAM SAWGRASS U.S. LARGE CAP QUALITY GROWTH ETF
|
|
|
|
|
|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
|
|
|
|
|
CTC Alternative Strategies, Ltd.
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
Citizens National Bank Trust Department
|
|
|
|
|
|
Mjp Associates Inc /adv
|
|
|
|
|
|
Becker Capital Management Inc
|
|
|
|
|
|
BHCFX - BARON SELECT FUNDS - Baron Health Care Fund
|
|
|
|
|
|
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A
|
|
|
|
|
|
Private Wealth Partners, LLC
|
|
|
|
|
|
UNIVEST FINANCIAL Corp
|
|
|
|
|
|
Zacks Investment Management
|
|
|
|
|
|
Retirement Planning Co of New England, Inc.
|
|
|
|
|
|
Financial Network Wealth Advisors LLC
|
|
|
|
|
|
Beck Mack & Oliver Llc
|
|
|
|
|
|
J. Stern & Co. LLP
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
|
|
|
|
Sterling Investment Advisors, Ltd.
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
Central Pacific Bank - Trust Division
|
|
|
|
|
|
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class
|
|
|
|
|
|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
KPP Advisory Services LLC
|
|
|
|
|
|
WASHINGTON TRUST Co
|
|
|
|
|
|
Galvin, Gaustad & Stein, LLC
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
|
Shell Asset Management Co
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
Ostrum Asset Management
|
|
|
|
|
|
Semmax Financial Advisors Inc.
|
|
|
|
|
|
Benin Management CORP
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
New World Advisors LLC
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
|
|
|
Northstar Asset Management Llc
|
|
|
|
|
|
Novem Group
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Large Cap Growth Portfolio Class A
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
SEIQ - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Quality Factor ETF
|
|
|
|
|
|
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
|
|
|
|
|
|
Eaton Vance Tax-managed Global Diversified Equity Income Fund
|
|
|
|
|
|
1 North Wealth Services Llc
|
|
|
|
|
|
JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A)
|
|
|
|
|
|
Penserra Capital Management LLC
|
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Global Fund Class I
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
DT Investment Partners, LLC
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
AMF Pensionsforsakring AB
|
|
|
|
|
|
Calamos Advisors LLC
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
PMVAX - PUTNAM INVESTMENT FUNDS - Putnam Sustainable Future Fund Class A Shares
|
|
|
|
|
|
Cabot Wealth Management Inc
|
|
|
|
|
|
Mpwm Advisory Solutions, Llc
|
|
|
|
|
|
Moseley Investment Management Inc
|
|
|
|
|
|
Farmers & Merchants Trust Co of Long Beach
|
|
|
|
|
|
OALC - UNIFIED SERIES TRUST - OneAscent Large Cap Core ETF
|
|
|
|
|
|
Brown Miller Wealth Management, LLC
|
|
|
|
|
|
B. Metzler seel. Sohn & Co. AG
|
|
|
|
|
|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Capital Strength Portfolio Class I
|
|
|
|
|
|
WTMVX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Global Large Cap Fund -Retail Class
|
|
|
|
|
|
NULC - Nushares ETF Trust - Nuveen ESG Large-Cap ETF
|
|
|
|
|
|
Nuveen Core Equity Alpha Fund
|
|
|
|
|
|
Sandhill Capital Partners LLC
|
|
|
|
|
|
Jain Global LLC
|
|
|
|
|
|
Bellevue Group AG
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
|
|
|
|
|
Wedmont Private Capital
|
|
|
|
|
|
Everpar Advisors Llc
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
Auxano Advisors, LLC
|
|
|
|
|
|
FGIRX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth & Income Fund Class A
|
|
|
|
|
|
Handelsbanken Fonder AB
|
|
|
|
|
|
Indiana Trust & Investment Management CO
|
|
|
|
|
|
Bridge Generations Wealth Management Llc
|
|
|
|
|
|
Park Square Financial Group, LLC
|
|
|
|
|
|
Ofi Invest Asset Management
|
|
|
|
|
|
Bayforest Capital Ltd
|
|
|
|
|
|
Avanda Investment Management Pte. Ltd.
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
EVTMX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Dividend Builder Fund Class A
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
OMC Financial Services LTD
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF
|
|
|
|
|
|
Coston, McIsaac & Partners
|
|
|
|
|
|
111 Capital
|
|
|
|
|
|
Capital Market Strategies LLC
|
|
|
|
|
|
TMMAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed Managed Volatility Fund Class F
|
|
|
|
|
|
Northwest & Ethical Investments L.P.
|
|
|
|
|
|
Soros Capital Management Llc
|
|
|
|
|
|
Cascade Investment Group, Inc.
|
|
|
|
|
|
TSAMX - THORNBURG INVESTMENT TRUST - Thornburg Summit Fund - Class A
|
|
|
|
|
|
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV
|
|
|
|
|
|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
|
|
|
|
|
B&l Asset Management Llc
|
|
|
|
|
|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
|
|
|
|
|
Raleigh Capital Management Inc.
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
AlphaQ Advisors LLC
|
|
|
|
|
|
Koesten, Hirschmann & Crabtree, INC.
|
|
|
|
|
|
Haverford Trust Co
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
Nwam Llc
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
Pineridge Advisors LLC
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
Baldwin Investment Management, LLC
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
MGNDX - PRAXIS MUTUAL FUNDS - Praxis Growth Index Fund Class A
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
|
|
|
|
|
|
Stock Yards Bank & Trust Co
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
MFVAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Equity Opportunities Fund Class A
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
Evelyn Partners Investment Management (Europe) Ltd
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
DREVX - BNY Mellon Large Cap Securities Fund, Inc. - BNY Mellon Large Cap Securities Fund, Inc.
|
|
|
|
|
|
Lansing Management LP
|
|
|
|
|
|
Unified Investment Management
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
LITMAN GREGORY FUNDS TRUST - Polen Capital Global Growth ETF
|
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|
Covestor Ltd
|
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|
Rational Advisors Llc
|
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|
Schwartz Investment Counsel Inc
|
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|
Richardson Financial Services Inc.
|
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BEEZ - EA Series Trust - Honeytree U.S. Equity ETF
|
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|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Health Care Fund Series I
|
|
|
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|
RWGFX - RIVERPARK FUNDS TRUST - RiverPark/Wedgewood Fund Retail Class
|
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|
Cetera Investment Advisers
|
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Cypress Capital Group
|
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|
PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund
|
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|
Financial Management Professionals, Inc.
|
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|
Lombard Odier Asset Management (Switzerland) SA
|
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|
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class
|
|
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|
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
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|
Cape Investment Advisory, Inc.
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|
Cibc World Markets Corp
|
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Wealth Effects Llc
|
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Ironwood Investment Management Llc
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WoodTrust Financial Corp
|
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Shelton Capital Management
|
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VELA Funds - VELA Large Cap 130/30 Fund Class I
|
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|
Jacobsen Capital Management
|
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|
EP Wealth Advisors, Inc.
|
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CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
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|
University Of Texas/texas Am Investment Managment Co
|
|
|
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|
IPDP - Listed Funds Trust - Dividend Performers ETF
|
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|
FVD - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line Dividend Index Fund
|
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IFM Investors Pty Ltd
|
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|
Curbstone Financial Management Corp
|
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Waterway Wealth Management, LLC
|
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XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
|
|
|
|
|
FGRIX - FIDELITY SECURITIES FUND - Fidelity Growth & Income Portfolio
|
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|
AIA Group Ltd
|
|
|
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|
|
Jackson, Grant Investment Advisers, Inc.
|
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|
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NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
|
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|
Equitable Trust Co
|
|
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|
|
Hikari Tsushin, Inc.
|
|
|
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|
First Long Island Investors, LLC
|
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|
RND - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Bloomberg R&D Leaders ETF
|
|
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|
Financial Engines Advisors L.L.C.
|
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|
Hsbc Holdings Plc
|
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|
Pacific Point Advisors, LLC
|
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|
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
|
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|
L2 Asset Management, LLC
|
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|
Lipe & Dalton
|
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Pensionfund Sabic
|
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Colonial Trust Co / SC
|
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Spdr S&p 500 Etf Trust
|
|
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|
Copeland Capital Management, LLC
|
|
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|
|
TCAF - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Equity ETF
|
|
|
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|
Courier Capital Llc
|
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|
TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R
|
|
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|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
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|
Harwood Advisory Group, LLC
|
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|
Clare Market Investments LLC
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Rbo & Co Llc
|
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XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
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|
Jensen Investment Management Inc
|
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|
Kesler, Norman & Wride, LLC
|
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Trust Asset Management LLC
|
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|
FSA Wealth Management LLC
|
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|
|
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A
|
|
|
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|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB
|
|
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|
Banco Bilbao Vizcaya Argentaria, S.a.
|
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|
Avestar Capital, LLC
|
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|
German American Bancorp, Inc.
|
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|
Vision Capital Management, Inc.
|
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LFA - Lugano Financial Advisors SA
|
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|
PICTET BANK & TRUST Ltd
|
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|
Securian Asset Management, Inc
|
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Kornitzer Capital Management Inc /ks
|
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|
Centaurus Financial, Inc.
|
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|
PRAY - SHP ETF Trust - FIS Biblically Responsible Risk Managed ETF
|
|
|
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|
BNY MELLON SUSTAINABLE U.S. EQUITY PORTFOLIO, INC. - BNY Mellon Sustainable U.S. Equity Portfolio, Inc. - Initial Shares
|
|
|
|
|
|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
|
|
|
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|
Old National Bancorp /in/
|
|
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|
|
UBS Group AG
|
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|
Fifth Third Bancorp
|
|
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|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
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|
|
Mackenzie Financial Corp
|
|
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|
|
|
Generali Asset Management SPA SGR
|
|
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|
|
|
Linden Thomas Advisory Services, LLC
|
|
|
|
|
|
Berkshire Asset Management Llc/pa
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
PGIRX - FundVantage Trust - Polen Global Growth Fund Investor Class
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
|
|
|
|
EADIX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Tax-Managed Global Dividend Income Fund Class A
|
|
|
|
|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
Colonial Trust Advisors
|
|
|
|
|
|
Breed's Hill Capital LLC
|
|
|
|
|
|
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A
|
|
|
|
|
|
Monetary Management Group Inc
|
|
|
|
|
|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
|
|
|
|
Sofos Investments, Inc.
|
|
|
|
|
|
GVLU - Tidal ETF Trust - Gotham 1000 Value ETF
|
|
|
|
|
|
Forum Financial Management, LP
|
|
|
|
|
|
Gts Securities Llc
|
|
|
|
|
|
E Fund Management Co., Ltd.
|
|
|
|
|
|
Moment Partners, LLC
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
Summit Partners Public Asset Management, Llc
|
|
|
|
|
|
DUHP - Dimensional ETF Trust - Dimensional US High Profitability ETF
|
|
|
|
|
|
Andra AP-fonden
|
|
|
|
|
|
JAGIX - JANUS INVESTMENT FUND - Janus Henderson Growth and Income Fund Class T
|
|
|
|
|
|
Financiere des Professionnels - Fonds d,investissement inc.
|
|
|
|
|
|
Highland Capital Management, Llc
|
|
|
|
|
|
RTD Financial Advisors, Inc.
|
|
|
|
|
|
YANKCOM Partnership
|
|
|
|
|
|
Tekla Healthcare Opportunities Fund
|
|
|
|
|
|
1832 Asset Management L.P.
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
|
|
|
|
Napatree Capital Llc
|
|
|
|
|
|
PFG Advisors
|
|
|
|
|
|
DRDAX - TRUST FOR PROFESSIONAL MANAGERS - Dearborn Partners Rising Dividend Fund - Class A Shares
|
|
|
|
|
|
Empower Advisory Group, LLC
|
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
AlTi Global, Inc.
|
|
|
|
|
|
Equitable Holdings, Inc.
|
|
|
|
|
|
Parthenon Llc
|
|
|
|
|
|
Bfsg, Llc
|
|
|
|
|
|
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
|
|
|
|
|
Burns J W & Co Inc/ny
|
|
|
|
|
|
iA Global Asset Management Inc.
|
|
|
|
|
|
PNBAX - Virtus Investment Trust - Virtus NFJ Large-Cap Value Fund A
|
|
|
|
|
|
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class
|
|
|
|
|
|
AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A
|
|
|
|
|
|
Banque Cantonale Vaudoise
|
|
|
|
|
|
Personal Cfo Solutions, Llc
|
|
|
|
|
|
Kampmann Melissa S.
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
|
|
|
|
|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
|
|
|
|
|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
|
|
|
Congress Asset Management Co /ma
|
|
|
|
|
|
Sky Investment Group LLC
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
Davy Global Fund Management Ltd
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
Onefund, Llc
|
|
|
|
|
|
Patton Fund Management, Inc.
|
|
|
|
|
|
Archford Capital Strategies, LLC
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
PUREfi Wealth, LLC
|
|
|
|
|
|
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
J. W. Coons Advisors, LLC
|
|
|
|
|
|
FQAL - FIDELITY COVINGTON TRUST - Fidelity Quality Factor ETF
|
|
|
|
|
|
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF
|
|
|
|
|
|
Headlands Technologies LLC
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
|
|
|
|
|
NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF
|
|
|
|
|
|
PXWGX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG Beta Quality Fund Investor Class
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
VHCIX - VANGUARD WORLD FUND - Vanguard Health Care Index Fund Admiral Shares
|
|
|
|
|
|
Marshall & Sterling Wealth Advisors Inc.
|
|
|
|
|
|
ETHSX - EATON VANCE GROWTH TRUST - Eaton Vance Worldwide Health Sciences Fund Class A
|
|
|
|
|
|
Procyon Private Wealth Partners, LLC
|
|
|
|
|
|
Harbor Advisors LLC
|
|
|
|
|
|
SC&H Financial Advisors, Inc.
|
|
|
|
|
|
Comgest Global Investors S.a.s.
|
|
|
|
|
|
Bard Financial Services, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
|
|
|
|
|
Mcdonald Partners Llc
|
|
|
|
|
|
Weaver Capital Management LLC
|
|
|
|
|
|
WDNA - WisdomTree Trust - WisdomTree BioRevolution Fund N/A
|
|
|
|
|
|
Cigna Investments Inc /new
|
|
|
|
|
|
Ashton Thomas Securities, Llc
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
|
|
|
|
|
Barrett & Company, Inc.
|
|
|
|
|
|
Morton Community Bank
|
|
|
|
|
|
SGLC - RBB FUND, INC. - SGI U.S. Large Cap Core ETF
|
|
|
|
|
|
Parallax Volatility Advisers, L.P.
|
|
|
|
|
|
Cohen Capital Management, Inc.
|
|
|
|
|
|
Gf Fund Management Co. Ltd.
|
|
|
|
|
|
Accredited Investors Inc.
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
|
|
|
|
|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
|
|
|
|
|
Albion Financial Group /ut
|
|
|
|
|
|
PFW Advisors LLC
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
Bristol Gate Capital Partners Inc.
|
|
|
|
|
|
Cheviot Value Management, LLC
|
|
|
|
|
|
Banque Transatlantique SA
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
Alpha Omega Wealth Management LLC
|
|
|
|
|
|
HBK Sorce Advisory LLC
|
|
|
|
|
|
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund
|
|
|
|
|
|
TCHP - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Blue Chip Growth ETF
|
|
|
|
|
|
Ewing Morris & Co. Investment Partners Ltd.
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
First Manhattan Co
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Investors Trust Series Initial Class
|
|
|
|
|
|
Maven Securities LTD
|
|
|
|
|
|
Ilmarinen Mutual Pension Insurance Co
|
|
|
|
|
|
Chevy Chase Trust Holdings, Inc.
|
|
|
|
|
|
GAM Holding AG
|
|
|
|
|
|
Amplify ETF Trust - Amplify Etho Climate Leadership U.S. ETF
|
|
|
|
|
|
Dakota Wealth Management
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
|
|
|
|
Landscape Capital Management, L.l.c.
|
|
|
|
|
|
BKM Wealth Management, LLC
|
|
|
|
|
|
Accent Capital Management, LLC
|
|
|
|
|
|
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
|
|
|
|
|
SBLGX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Large Cap Growth Fund Class A
|
|
|
|
|
|
William Blair Investment Management, Llc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH
|
|
|
|
|
|
Oakworth Capital, Inc.
|
|
|
|
|
|
Howland Capital Management Llc
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
|
Pflug Koory, LLC
|
|
|
|
|
|
V-Square Quantitative Management LLC
|
|
|
|
|
|
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
|
|
|
|
|
Zwj Investment Counsel Inc
|
|
|
|
|
|
YHB Investment Advisors, Inc.
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
Brandywine Oak Private Wealth Llc
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
Premier Fund Managers Ltd
|
|
|
|
|
|
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF
|
|
|
|
|
|
Jupiter Asset Management Ltd
|
|
|
|
|
|
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class
|
|
|
|
|
|
VDIGX - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Growth Fund Investor Shares
|
|
|
|
|
|
JGP Global Gestao de Recursos Ltda.
|
|
|
|
|
|
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
|
|
|
|
|
|
Freestone Capital Holdings, LLC
|
|
|
|
|
|
Catalytic Wealth RIA, LLC
|
|
|
|
|
|
Zevenbergen Capital Investments Llc
|
|
|
|
|
|
Employees Retirement System of Texas
|
|
|
|
|
|
Intelligent Financial Strategies
|
|
|
|
|
|
Institute for Wealth Management, LLC.
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Palisade Capital Management Llc/nj
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Tekla Healthcare Investors
|
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|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
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|
Vaughan David Investments Inc/il
|
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|
Pacer Advisors, Inc.
|
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Eaton Vance Tax-managed Diversified Equity Income Fund
|
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|
National Asset Management, Inc.
|
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|
HighMark Wealth Management LLC
|
|
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MASTERINVEST Kapitalanlage GmbH
|
|
|
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|
|
GCGIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Growth Insights Fund Institutional
|
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|
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|
AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1
|
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|
|
|
|
Orleans Capital Management Corp/la
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Ayrshire Capital Management LLC
|
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|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
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|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Common Stock Portfolio Initial Class
|
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|
Kovitz Investment Group Partners, LLC
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|
Washington Trust Advisors, Inc.
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GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class
|
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Mirae Asset Global Investments Co., Ltd.
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Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
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Grayhawk Investment Strategies Inc.
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Fire Capital Management LLC
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Independence Bank of Kentucky
|
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Dynamic Technology Lab Private Ltd
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One Capital Management, LLC
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Jacobi Capital Management LLC
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Toroso Investments, LLC
|
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Neville Rodie & Shaw Inc
|
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BGDV - ETF Series Solutions - Bahl & Gaynor Dividend ETF
|
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|
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|
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
|
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Strs Ohio
|
|
|
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|
Campbell Newman Asset Management Inc
|
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RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
|
|
|
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|
LVW Advisors, LLC
|
|
|
|
|
|
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
|
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|
Three Seasons Wealth, LLC
|
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Centiva Capital, LP
|
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MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
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|
|
|
Hutchens & Kramer Investment Management Group, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Healthcare Sector Fund (I)
|
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SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
|
|
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Y-Intercept (Hong Kong) Ltd
|
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|
LaFleur & Godfrey LLC
|
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|
Virginia Retirement Systems Et Al
|
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|
Williams Jones Wealth Management, LLC.
|
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Naples Global Advisors, Llc
|
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Fullcircle Wealth Llc
|
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JAVAX - JAMES ADVANTAGE FUNDS - James Aggressive Allocation Fund
|
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|
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|
JENSX - Jensen Quality Growth Fund Inc - The Jensen Quality Growth Fund Inc J Shares
|
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|
BFSIX - VALUED ADVISERS TRUST - BFS Equity Fund Institutional Class
|
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State of Alaska, Department of Revenue
|
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Kozak & Associates, Inc.
|
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SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A
|
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|
SAOOX - BERNSTEIN SANFORD C FUND INC - Overlay A Portfolio Class 1
|
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|
Red Tortoise LLC
|
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|
Valeo Financial Advisors, LLC
|
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Avantax Advisory Services, Inc.
|
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Pin Oak Investment Advisors Inc
|
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Keel Point, LLC
|
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|
One Wealth Advisors, LLC
|
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FFND - NORTHERN LIGHTS FUND TRUST II - The Future Fund Active ETF
|
|
|
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|
DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A
|
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|
Knollwood Investment Advisory, LLC
|
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|
James Investment Research Inc
|
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|
Empirical Asset Management, LLC
|
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QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
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|
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|
State Board Of Administration Of Florida Retirement System
|
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|
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|
BKIV - BNY Mellon ETF Trust - BNY Mellon Innovators ETF
|
|
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|
Tiaa Trust, National Association
|
|
|
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|
Aviance Capital Partners, LLC
|
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|
Exchange Traded Concepts, Llc
|
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|
Patten & Patten Inc/tn
|
|
|
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|
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF
|
|
|
|
|
|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
|
|
|
|
Caxton Associates Llp
|
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|
|
Aberdeen Wealth Management LLC
|
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|
Lombard Odier Asset Management (Europe) Ltd
|
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|
Dynamic Advisor Solutions LLC
|
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|
Yousif Capital Management, Llc
|
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|
Bnp Paribas Arbitrage, Sa
|
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|
|
Stonehage Fleming Financial Services Holdings Ltd
|
|
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|
|
Mitchell Sinkler & Starr/pa
|
|
|
|
|
|
STXG - EA Series Trust - Strive 1000 Growth ETF
|
|
|
|
|
|
SRFMX - ADVISORS' INNER CIRCLE FUND - Sarofim Equity Fund
|
|
|
|
|
|
SXQG - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Quality Growth ETF
|
|
|
|
|
|
Meridian Wealth Advisors, LLC
|
|
|
|
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|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
|
|
|
|
|
Zrc Wealth Management, Llc
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
AVIE - AMERICAN CENTURY ETF TRUST - Avantis Inflation Focused Equity ETF
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
Brighthouse Funds Trust I - Oppenheimer Global Equity Portfolio Class B
|
|
|
|
|
|
Resona Asset Management Co.,Ltd.
|
|
|
|
|
|
Ecofi Investissements Sa
|
|
|
|
|
|
Beacon Capital Management, LLC
|
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|
|
|
|
CX Institutional
|
|
|
|
|
|
Sage Mountain Advisors LLC
|
|
|
|
|
|
DnB Asset Management AS
|
|
|
|
|
|
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Diversified Value Portfolio
|
|
|
|
|
|
Sagard Holdings Management Inc.
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
Pingora Partners LLC
|
|
|
|
|
|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A
|
|
|
|
|
|
Winthrop Capital Management, LLC
|
|
|
|
|
|
Mraz, Amerine & Associates, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB
|
|
|
|
|
|
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C
|
|
|
|
|
|
SYM FINANCIAL Corp
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - CTIVP - Loomis Sayles Growth Fund Class 1
|
|
|
|
|
|
Amica Mutual Insurance Co
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
Nixon Peabody Trust Co
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Growth Stock Fund Standard Class
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
Meiji Yasuda Asset Management Co Ltd.
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
|
|
|
|
|
New Millennium Group LLC
|
|
|
|
|
|
IWL - iSHARES TRUST - iShares Russell Top 200 ETF
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
Hazlett, Burt & Watson, Inc.
|
|
|
|
|
|
Quantum Private Wealth, LLC
|
|
|
|
|
|
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
|
|
|
|
|
GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
|
|
|
|
|
Putney Financial Group LLC
|
|
|
|
|
|
Bristlecone Advisors, LLC
|
|
|
|
|
|
Eagle Global Advisors Llc
|
|
|
|
|
|
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
|
|
|
|
|
|
Lummis Asset Management, LP
|
|
|
|
|
|
D'Orazio & Associates, Inc.
|
|
|
|
|
|
JGRW - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Growth ETF
|
|
|
|
|
|
GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional
|
|
|
|
|
|
Bay Capital Advisors, LLC
|
|
|
|
|
|
McKinley Carter Wealth Services, Inc.
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
Amica Retiree Medical Trust
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
Bourgeon Capital Management Llc
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
Gables Capital Management Inc.
|
|
|
|
|
|
Howard Capital Management Inc.
|
|
|
|
|
|
First County Bank /CT/
|
|
|
|
|
|
CVAAX - CALAMOS INVESTMENT TRUST/IL - Calamos Opportunistic Value Fund Class A
|
|
|
|
|
|
Flagship Harbor Advisors, Llc
|
|
|
|
|
|
Mascoma Wealth Management LLC
|
|
|
|
|
|
FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I
|
|
|
|
|
|
Addison Advisors LLC
|
|
|
|
|
|
Scarborough Advisors, LLC
|
|
|
|
|
|
Knights of Columbus Asset Advisors LLC
|
|
|
|
|
|
NORTHERN LIGHTS FUND TRUST II - PeakShares Sector Rotation ETF
|
|
|
|
|
|
QUSA - Tidal Trust III - VistaShares Target 15 USA Quality Income ETF
|
|
|
|
|
|
AdvisorShares Investments LLC
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
|
|
|
Bridgewater Advisors Inc.
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
Beech Hill Advisors, Inc.
|
|
|
|
|
|
JEQIX - JOHNSON MUTUAL FUNDS TRUST - Johnson Equity Income Fund
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
Arcadia Investment Management Corp/mi
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3
|
|
|
|
|
|
LWM Advisory Services, LLC
|
|
|
|
|
|
Steigerwald, Gordon & Koch Inc.
|
|
|
|
|
|
CRTC - DBX ETF TRUST - Xtrackers US National Critical Technologies ETF
|
|
|
|
|
|
LGT Group Foundation
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
Brown, Lisle/cummings, Inc.
|
|
|
|
|
|
LRGE - Legg Mason ETF Investment Trust - ClearBridge Large Cap Growth ESG ETF
|
|
|
|
|
|
Two Roads Shared Trust - Hypatia Women CEO ETF
|
|
|
|
|
|
Journey Strategic Wealth Llc
|
|
|
|
|
|
Cumberland Partners Ltd
|
|
|
|
|
|
MECDX - MAINSTAY FUNDS TRUST - MainStay Epoch Capital Growth Fund Class A
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
LEVOX - LAZARD FUNDS INC - Lazard US Equity Concentrated Portfolio Open Shares
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF
|
|
|
|
|
|
TWCGX - American Century Mutual Funds, Inc. - Growth Fund Investor Class
|
|
|
|
|
|
QALGX - Federated MDT Series - Federated MDT Large Cap Growth Fund Class A Shares
|
|
|
|
|
|
CFGRX - COMMERCE FUNDS - The Growth Fund Shares
|
|
|
|
|
|
Jnl Series Trust - Jnl/oppenheimer Global Growth Fund (a)
|
|
|
|
|
|
Mayflower Financial Advisors, LLC
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
TGCEX - TCW FUNDS INC - TCW Select Equities Fund I Class
|
|
|
|
|
|
Df Dent & Co Inc
|
|
|
|
|
|
Brighthouse Funds Trust II - Brighthouse/Wellington Core Equity Opportunities Portfolio Class A
|
|
|
|
|
|
PILL - Direxion Shares ETF Trust - Direxion Daily Pharmaceutical & Medical Bull 3X Shares
|
|
|
|
|
|
Voleon Capital Management Lp
|
|
|
|
|
|
Evelyn Partners Investment Management Services Ltd
|
|
|
|
|
|
Suncoast Equity Management
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
|
|
|
|
|
Stevens Capital Management Lp
|
|
|
|
|
|
Portside Wealth Group, LLC
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F
|
|
|
|
|
|
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
Retirement Wealth Solutions LLC
|
|
|
|
|
|
CHICAGO TRUST Co NA
|
|
|
|
|
|
Border to Coast Pensions Partnership Ltd
|
|
|
|
|
|
Avidian Wealth Solutions, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Large Cap Growth Managed Volatility Fund Standard Class
|
|
|
|
|
|
Fayez Sarofim & Co
|
|
|
|
|
|
Oxford Asset Management Llp
|
|
|
|
|
|
Eaton Vance Tax Advantaged Dividend Income Fund
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
IRLAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Growth Index Portfolio Class ADV
|
|
|
|
|
|
HCPIX - Profunds - Health Care Ultrasector Profund Investor Class
|
|
|
|
|
|
Minot DeBlois Advisors LLC
|
|
|
|
|
|
Metis Global Partners, LLC
|
|
|
|
|
|
Beaird Harris Wealth Management, LLC
|
|
|
|
|
|
SILVX - RBB FUND, INC. - SGI U.S. Large Cap Equity Fund Class I
|
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
|
Evercore Wealth Management, LLC
|
|
|
|
|
|
FTCS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Capital Strength ETF
|
|
|
|
|
|
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A
|
|
|
|
|
|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
|
|
|
|
|
United Community Bank
|
|
|
|
|
|
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
|
|
|
|
|
|
Vestmark Advisory Solutions, Inc.
|
|
|
|
|
|
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
|
|
|
|
|
Princeton Global Asset Management LLC
|
|
|
|
|
|
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Focus Fund Class R6
|
|
|
|
|
|
Scientech Research LLC
|
|
|
|
|
|
Wealthcare Capital Partners, LLC
|
|
|
|
|
|
BBLIX - BBH Trust - BBH Select Series - Large Cap Fund Class I Shares
|
|
|
|
|
|
Evelyn Partners Investment Management LLP
|
|
|
|
|
|
New England Capital Financial Advisors LLC
|
|
|
|
|
|
Accurate Wealth Management, LLC
|
|
|
|
|
|
Advyzon Investment Management, LLC
|
|
|
|
|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
Virtus ETF Advisers LLC
|
|
|
|
|
|
Harvest Fund Management Co., Ltd
|
|
|
|
|
|
Capital World Investors
|
|
|
|
|
|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
|
|
|
|
North Dallas Bank & Trust Co
|
|
|
|
|
|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
|
|
|
|
|
Soltis Investment Advisors LLC
|
|
|
|
|
|
STFBX - Advisers Investment Trust - State Farm Balanced Fund
|
|
|
|
|
|
Gsa Capital Partners Llp
|
|
|
|
|
|
CURE - Direxion Shares ETF Trust - Direxion Daily Healthcare Bull 3X Shares
|
|
|
|
|
|
Davis R M Inc
|
|
|
|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
Parr Mcknight Wealth Management Group, Llc
|
|
|
|
|
|
Venturi Wealth Management, LLC
|
|
|
|
|
|
MSHPX - MORGAN STANLEY INSTITUTIONAL FUND INC - Permanence Portfolio Class IS
|
|
|
|
|
|
Tritonpoint Wealth, Llc
|
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Holderness Investments Co
|
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|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
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|
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF
|
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|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
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CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
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|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
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JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
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Quantinno Capital Management LP
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Azimuth Capital Investment Management LLC
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Scotia Capital Inc.
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Aptus Capital Advisors, LLC
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|
Eaton Vance Tax-advantaged Global Dividend Opportunities Fund
|
|
|
|
|
|
QAACX - Federated MDT Series - Federated MDT All Cap Core Fund Class A Shares
|
|
|
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GuoLine Advisory Pte Ltd
|
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BAFLX - Brown Advisory Funds - Brown Advisory Global Leaders Fund Institutional Shares
|
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|
Waldron Private Wealth LLC
|
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Assenagon Asset Management S.A.
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DTMGX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Tax Managed Growth Fund Class A
|
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ASR Vermogensbeheer N.V.
|
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Mowery & Schoenfeld Wealth Management, LLC
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ORG Partners LLC
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1620 Investment Advisors, Inc.
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Advisory Services Network, LLC
|
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Czech National Bank
|
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Nations Financial Group Inc, /ia/ /adv
|
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Baron Wealth Management LLC
|
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PAWZ - PROSHARES TRUST - ProShares Pet Care ETF
|
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|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
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Barbara Oil Co.
|
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CCLA Investment Management Ltd
|
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2
|
|
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THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
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Osprey Private Wealth LLC
|
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|
Rainey & Randall Investment Management Inc.
|
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WealthCollab, LLC
|
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American Capital Advisory, LLC
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LKEQX - LKCM Funds - LKCM Equity Fund
|
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QTR Family Wealth, LLC
|
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Fulton Bank, N.a.
|
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Arbor Capital Management Inc /adv
|
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Oregon Public Employees Retirement Fund
|
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|
SS&H Financial Advisors, Inc.
|
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Pallas Capital Advisors LLC
|
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Connor, Clark & Lunn Investment Management Ltd.
|
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Truvestments Capital Llc
|
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Growth & Income Fund Initial Class
|
|
|
|
|
|
LYFCX - MUTUAL FUND SERIES TRUST - AlphaCentric LifeSci Healthcare Fund Class C
|
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|
Bradley Foster & Sargent Inc/ct
|
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PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF
|
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|
Rexford Capital Inc
|
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Avanza Fonder AB
|
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Gamco Investors, Inc. Et Al
|
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Global Retirement Partners, LLC
|
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Old Second National Bank Of Aurora
|
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DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
|
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Abn Amro Investment Solutions
|
|
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|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
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|
Carnegie Capital Asset Management, LLC
|
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Bank Of Nova Scotia
|
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HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
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Avion Wealth
|
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Crews Bank & Trust
|
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Gerber Kawasaki Wealth & Investment Management
|
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OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
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|
Concurrent Investment Advisors, LLC
|
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Northwestern Mutual Wealth Management Co
|
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Candriam Luxembourg S.C.A.
|
|
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|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
|
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|
Key Client Fiduciary Advisors, LLC
|
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VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
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Advent Claymore Convertible Securities & Income Fund
|
|
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|
SHP ETF Trust - FIS Knights of Columbus Global Belief ETF
|
|
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|
Evermay Wealth Management Llc
|
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URTH - iShares, Inc. - iShares MSCI World ETF
|
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Bridgewater Associates, LP
|
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Transamerica Financial Advisors, Inc.
|
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Varma Mutual Pension Insurance Co
|
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Wsfs Capital Management, Llc
|
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Castleview Partners, Llc
|
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Tiemann Investment Advisors, Llc
|
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|
THRIVENT SERIES FUND INC - Thrivent Partner Healthcare Portfolio Class A
|
|
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|
Schechter Investment Advisors, LLC
|
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|
Sierra Ocean, Llc
|
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|
Compass Capital Management, Inc
|
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|
Bailard, Inc.
|
|
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|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
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|
City National Bank Of Florida /msd
|
|
|
|
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|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
Sagespring Wealth Partners, Llc
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
BHK Investment Advisors, LLC
|
|
|
|
|
|
QGI2Q - VARIABLE INSURANCE PRODUCTS FUND III - Growth & Income Portfolio Initial Class
|
|
|
|
|
|
FORA Capital, LLC
|
|
|
|
|
|
J.Safra Asset Management Corp
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP T. Rowe Price Equity Income Portfolio Initial Class
|
|
|
|
|
|
Wealthcare Advisory Partners LLC
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
Precedent Wealth Partners, Llc
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
Papp L Roy & Associates
|
|
|
|
|
|
Mbb Public Markets I Llc
|
|
|
|
|
|
Eaton Vance Enhanced Equity Income Fund
|
|
|
|
|
|
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class
|
|
|
|
|
|
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
|
|
|
|
|
EAFVX - EATON VANCE GROWTH TRUST - Eaton Vance Focused Value Opportunities Fund Class A
|
|
|
|
|
|
PRAXIS FUNDS - Praxis Impact Large Cap Growth ETF
|
|
|
|
|
|
Capital International Ltd /ca/
|
|
|
|
|
|
Alerus Financial Na
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
|
|
|
|
Aigen Investment Management, Lp
|
|
|
|
|
|
Camden Capital, LLC
|
|
|
|
|
|
EPG Wealth Management LLC
|
|
|
|
|
|
Fishman Jay A Ltd/mi
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
Cantillon Capital Management Llc
|
|
|
|
|
|
Wealth Advisors of Tampa Bay, LLC
|
|
|
|
|
|
MOKAN Wealth Management Inc.
|
|
|
|
|
|
Guggenheim Strategic Opportunities Fund
|
|
|
|
|
|
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A
|
|
|
|
|
|
Horizon Funds - HORIZON EXPEDITION PLUS ETF
|
|
|
|
|
|
SCS Capital Management LLC
|
|
|
|
|
|
Boothbay Fund Management, Llc
|
|
|
|
|
|
Leelyn Smith, LLC
|
|
|
|
|
|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
GEIZX - GuideStone Funds - Growth Equity Index Fund Investor
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
TANDX - PFS FUNDS - Castle Tandem Fund Institutional
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
|
Armstrong Advisory Group, Inc
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
Blue Barn Wealth, LLC
|
|
|
|
|
|
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
|
|
|
|
|
Angeles Wealth Management, Llc
|
|
|
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
|
|
|
|
|
PENN SERIES FUNDS INC - Large Core Value Fund
|
|
|
|
|
|
Keeler THomas Management LLC
|
|
|
|
|
|
Vista Investment Partners Ii, Llc
|
|
|
|
|
|
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
Atlantic Edge Private Wealth Management, LLC
|
|
|
|
|
|
PKO Investment Management Joint-Stock Co
|
|
|
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
Outlook Wealth Advisors, LLC
|
|
|
|
|
|
Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
|
|
|
|
|
Skandinaviska Enskilda Banken AB (publ)
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
Diversify Wealth Management, Llc
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
New Age Alpha Advisors, LLC
|
|
|
|
|
|
ABLE Financial Group, LLC
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
Advanced Series Trust - Ast T. Rowe Price Large-cap Growth Portfolio
|
|
|
|
|
|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
Nemes Rush Group LLC
|
|
|
|
|
|
Wealth Alliance
|
|
|
|
|
|
PSET - Principal Exchange-Traded Funds - Principal Price Setters Index ETF
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
Hunter Associates Investment Management Llc
|
|
|
|
|
|
TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class
|
|
|
|
|
|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
|
|
|
|
|
Johnson Financial Group, Inc.
|
|
|
|
|
|
Kelly Lawrence W & Associates Inc/ca
|
|
|
|
|
|
ACVF - ETF Opportunities Trust - American Conservative Values ETF
|
|
|
|
|
|
DHJJ Financial Advisors, Ltd.
|
|
|
|
|
|
T. Rowe Price Investment Management, Inc.
|
|
|
|
|
|
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
|
|
|
|
|
Chicago Capital, LLC
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
Avantra Family Wealth, Inc.
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
Covenant Partners, LLC
|
|
|
|
|
|
True North Advisors, LLC
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
Hayek Kallen Investment Management
|
|
|
|
|
|
Perfromance Wealth Partners, LLC
|
|
|
|
|
|
Laurel Wealth Advisors LLC
|
|
|
|
|
|
Bnp Paribas
|
|
|
|
|
|
XTX Topco Ltd
|
|
|
|
|
|
JDM Financial Group LLC
|
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
|
|
|
Scott & Selber, Inc.
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
|
|
|
|
|
|
Seamount Financial Group Inc
|
|
|
|
|
|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
Core Alternative Capital
|
|
|
|
|
|
EUSM - Strategy Shares - Eventide US Market ETF
|
|
|
|
|
|
FSST - FIDELITY COVINGTON TRUST - Fidelity Sustainability U.S. Equity ETF
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
|
|
Delta Global Management LP
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
|
|
|
|
|
|
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF
|
|
|
|
|
|
Meridian Wealth Management, LLC
|
|
|
|
|
|
Guardian Wealth Advisors, Llc / Nc
|
|
|
|
|
|
IWY - iSHARES TRUST - iShares Russell Top 200 Growth ETF
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
First Pacific Financial
|
|
|
|
|
|
Account Management LLC
|
|
|
|
|
|
S.A. Mason LLC
|
|
|
|
|
|
Allen Capital Group, LLC
|
|
|
|
|
|
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
|
|
|
|
|
|
Clarius Group, LLC
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
JABLX - JANUS ASPEN SERIES - Janus Henderson Balanced Portfolio Service Shares
|
|
|
|
|
|
SUHAX - DEUTSCHE DWS SECURITIES TRUST - DWS Health and Wellness Fund Class A
|
|
|
|
|
|
Graypoint LLC
|
|
|
|
|
|
OUSA - ALPS ETF Trust - ALPS | O'Shares U.S. Quality Dividend ETF Shares
|
|
|
|
|
|
Arete Wealth Advisors, LLC
|
|
|
|
|
|
Perpetual Ltd
|
|
|
|
|
|
Trexquant Investment LP
|
|
|
|
|
|
Northeast Financial Consultants Inc
|
|
|
|
|
|
TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF
|
|
|
|
|
|
Blackhill Capital Inc
|
|
|
|
|
|
Capital International Sarl
|
|
|
|
|
|
Caldwell Securities, Inc
|
|
|
|
|
|
Fiduciary Alliance LLC
|
|
|
|
|
|
Potomac Fund Management Inc /adv
|
|
|
|
|
|
TRBCX - T. Rowe Price Blue Chip Growth Fund, Inc. - T. Rowe Price Blue Chip Growth Fund, Inc.
|
|
|
|
|
|
Talon Private Wealth, LLC
|
|
|
|
|
|
PHSKX - VIRTUS EQUITY TRUST - Virtus KAR Mid-Cap Growth Fund Class A
|
|
|
|
|
|
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
|
|
|
|
|
FLCC - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Core ETF
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
VSM Wealth Advisory, LLC
|
|
|
|
|
|
SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A
|
|
|
|
|
|
MTM Investment Management, LLC
|
|
|
|
|
|
DEUTSCHE DWS VARIABLE SERIES I - DWS Capital Growth VIP Class A
|
|
|
|
|
|
Multi-strategy Growth & Income Fund
|
|
|
|
|
|
Fundsmith Investment Services Ltd.
|
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
|
|
|
BNY MELLON VARIABLE INVESTMENT FUND - Growth and Income Portfolio - Initial Shares
|
|
|
|
|
|
KLGAX - MAINSTAY FUNDS TRUST - MainStay MacKay Growth Fund Class A
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
Callahan Advisors, LLC
|
|
|
|
|
|
Bank & Trust Co
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A
|
|
|
|
|
|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
|
|
|
|
|
Valley National Advisers Inc
|
|
|
|
|
|
Gluskin Sheff & Assoc Inc
|
|
|
|
|
|
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
|
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|
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
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|
Proficio Capital Partners LLC
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|
Northern Trust Corp
|
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Howard Capital Management Group, LLC
|
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|
Sompo Japan Nipponkoa Asset Management Co.,ltd.
|
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|
Retirement Systems of Alabama
|
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|
DecisionPoint Financial, LLC
|
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|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
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|
Bank Of Nova Scotia Trust Co
|
|
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|
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A
|
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|
Neuberger Berman Group LLC
|
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|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
|
|
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|
FPHAX - FIDELITY SELECT PORTFOLIOS - Pharmaceuticals Portfolio
|
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|
Halbert Hargrove Global Advisors, Llc
|
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|
Longfellow Investment Management Co Llc
|
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|
Stock Portfolio - Stock Portfolio
|
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Trust Co Of Toledo Na /oh/
|
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PNEAX - Virtus Investment Trust - Virtus NFJ Dividend Value Fund A
|
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Mb, Levis & Associates, Llc
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Florida Financial Advisors, Llc
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Saratoga Research & Investment Management
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Stanley-Laman Group, Ltd.
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Motco
|
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|
VLAAX - Value Line Asset Allocation Fund Inc - Value Line Asset Allocation Fund Inc
|
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|
SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I
|
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QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
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|
Bridges Investment Management Inc
|
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Envestnet Portfolio Solutions, Inc.
|
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Guggenheim Active Allocation Fund
|
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Pavion Blue Capital, LLC
|
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ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF
|
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PACIFIC SELECT FUND - Health Sciences Portfolio Class I
|
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|
Shepherd Financial Partners LLC
|
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Maple Capital Management, Inc.
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Diamant Asset Management, Inc.
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Sei Investments Co
|
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St Germain D J Co Inc
|
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Phillips Wealth Planners LLC
|
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SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
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BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
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VCGAX - VALIC Co I - Growth & Income Fund
|
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One Wealth Capital Management, Llc
|
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Heritage Wealth Management, Inc.
|
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Capital Research Global Investors
|
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NSOIX - NORTHERN LIGHTS FUND TRUST II - North Star Opportunity Fund Class I Shares
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
|
|
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VIRTUS VARIABLE INSURANCE TRUST - VIRTUS STRATEGIC ALLOCATION SERIES Class A
|
|
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|
Associated Banc-corp
|
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Pinnacle Wealth Management Advisory Group, LLC
|
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Stifel Financial Corp
|
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Resources Investment Advisors, LLC.
|
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Prescott Group Capital Management, L.l.c.
|
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Ameritas Advisory Services, LLC
|
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Plante Moran Financial Advisors, LLC
|
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AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
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Pictet & Cie (Europe) SA
|
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|
Tyler-Stone Wealth Management
|
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Sunbelt Securities, Inc.
|
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PVFYX - Victory Portfolios IV - Victory Pioneer Core Equity Fund Class Y
|
|
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|
TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R
|
|
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|
New Age Alpha Variable Funds Trust - NAA LARGE CAP VALUE SERIES
|
|
|
|
|
|
AWAAX - AB PORTFOLIOS - AB Wealth Appreciation Strategy Class A
|
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|
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class
|
|
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|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
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|
Brevan Howard Capital Management LP
|
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|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
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|
Jag Capital Management, Llc
|
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|
Franklin Street Advisors Inc /nc
|
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SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
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|
BCHP - Principal Exchange-Traded Funds - PRINCIPAL FOCUSED BLUE CHIP ETF Principal Focused Blue Chip ETF
|
|
|
|
|
|
Fidelis Capital Partners, LLC
|
|
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|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
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|
Glen Eagle Advisors, LLC
|
|
|
|
|
|
Summit Wealth Group Llc / Co
|
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|
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
|
|
|
|
|
|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
|
|
|
|
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares
|
|
|
|
|
|
SOA Wealth Advisors, LLC.
|
|
|
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|
|
CALVERT VARIABLE SERIES INC - Calvert VP SRI Balanced Portfolio Class I
|
|
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|
|
Lido Advisors, LLC
|
|
|
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|
|
DBOAX - BNY Mellon Investment Funds VI - BNY Mellon Balanced Opportunity Fund Class A
|
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|
Wells Fargo & Company/mn
|
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|
Groesbeck Investment Management Corp /nj/
|
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|
Hm Payson & Co
|
|
|
|
|
|
Zacks Trust - Zacks All-Cap Core Fund Institutional Class Shares
|
|
|
|
|
|
Cornerstone Advisors, LLC
|
|
|
|
|
|
Charter Trust Co
|
|
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|
New Age Alpha Funds Trust - NAA Allocation Fund Class C
|
|
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|
|
Investment House Llc
|
|
|
|
|
|
Hutner Capital Management Inc
|
|
|
|
|
|
FTXH - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Nasdaq Pharmaceuticals ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
|
|
|
|
Formidable Asset Management, LLC
|
|
|
|
|
|
American Trust
|
|
|
|
|
|
Martel Wealth Advisors Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Investment Management Corp of Ontario
|
|
|
|
|
|
Great West Life Assurance Co /can/
|
|
|
|
|
|
Sapient Capital Llc
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
Stonegate Investment Group, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Balanced Fund Service Class
|
|
|
|
|
|
Godshalk Welsh Capital Management, Inc.
|
|
|
|
|
|
DRRAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Global Real Return Fund Class A
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class
|
|
|
|
|
|
Janney Capital Management LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
|
|
|
|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
Centricity Wealth Management, LLC
|
|
|
|
|
|
Naviter Wealth, LLC
|
|
|
|
|
|
Howard Hughes Medical Institute
|
|
|
|
|
|
Bennett Selby Investments Lp
|
|
|
|
|
|
Eq Wealth Advisors, Llc
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
ANWPX - NEW PERSPECTIVE FUND - NEW PERSPECTIVE FUND Class A
|
|
|
|
|
|
Banque de Luxembourg S.A.
|
|
|
|
|
|
HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF
|
|
|
|
|
|
GM Advisory Group, Inc.
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
|
|
S&co Inc
|
|
|
|
|
|
ACGR - AMERICAN CENTURY ETF TRUST - American Century Sustainable Growth ETF
|
|
|
|
|
|
SGFFX - SPARROW FUNDS - Sparrow Growth Fund Class A
|
|
|
|
|
|
Seilern Investment Management Ltd
|
|
|
|
|
|
Verity & Verity, LLC
|
|
|
|
|
|
Peterson Wealth Services
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
Pandora Wealth, Inc.
|
|
|
|
|
|
JHBCDX - John Hancock Funds II - Blue Chip Growth Fund Class NAV
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
|
|
|
|
|
Commons Capital, Llc
|
|
|
|
|
|
Strategic Blueprint, LLC
|
|
|
|
|
|
Natixis ETF Trust - Natixis Gateway Quality Income ETF
|
|
|
|
|
|
Wallace Advisory Group, LLC
|
|
|
|
|
|
IVE - iSHARES TRUST - iShares S&P 500 Value ETF
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
|
|
|
|
|
Legal Advantage Investments, Inc.
|
|
|
|
|
|
Savvy Advisors, Inc.
|
|
|
|
|
|
Fundsmith LLP
|
|
|
|
|
|
Foundations Investment Advisors, LLC
|
|
|
|
|
|
TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
|
|
|
|
|
Dai-Ichi Life Insurance Company, Ltd
|
|
|
|
|
|
Tufton Capital Management
|
|
|
|
|
|
SummitTX Capital, L.P.
|
|
|
|
|
|
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
|
|
|
|
|
Thompson Investment Management, Inc.
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA WORLD EQUITY INCOME SERIES
|
|
|
|
|
|
Everhart Financial Group, Inc.
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
Vermillion Wealth Management, Inc.
|
|
|
|
|
|
HQGO - Lattice Strategies Trust - Hartford US Quality Growth ETF
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
Taylor Hoffman Capital Management LLC
|
|
|
|
|
|
Credential Securities Inc.
|
|
|
|
|
|
Benson Investment Management Company, Inc.
|
|
|
|
|
|
180 Wealth Advisors, Llc
|
|
|
|
|
|
Eastern Bank
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
Coastline Trust Co
|
|
|
|
|
|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
|
|
|
|
|
Prelude Capital Management, Llc
|
|
|
|
|
|
Byrne Asset Management LLC
|
|
|
|
|
|
Tikehau Investment Management
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Global Portfolio Class IB
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
Southland Equity Partners LLC
|
|
|
|
|
|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
Deerfield Management Company, L.p. (series C)
|
|
|
|
|
|
United Advisor Group, LLC
|
|
|
|
|
|
DecisionMap Wealth Management, LLC
|
|
|
|
|
|
Quantbot Technologies LP
|
|
|
|
|
|
NORTHERN FUNDS - U.S. Quality ESG Fund Class I
|
|
|
|
|
|
JAGLX - JANUS INVESTMENT FUND - Janus Henderson Global Life Sciences Fund Class T
|
|
|
|
|
|
Prudential Plc
|
|
|
|
|
|
CNRWX - City National Rochdale Funds - City National Rochdale U.s. Core Equity Fund - Class N
|
|
|
|
|
|
Miracle Mile Advisors, LLC
|
|
|
|
|
|
Commerzbank Aktiengesellschaft /fi
|
|
|
|
|
|
PXWIX - PAX WORLD FUNDS SERIES TRUST III - Pax Ellevate Global Women's Leadership Fund Institutional Class
|
|
|
|
|
|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
Altman Advisors, Inc.
|
|
|
|
|
|
NOSIX - Northern Funds - Northern Stock Index Fund
|
|
|
|
|
|
FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
Beacon Bridge Wealth Partners, LLC
|
|
|
|
|
|
Tax-Managed Value Portfolio - Tax-Managed Value Portfolio
|
|
|
|
|
|
Legacy Wealth Management, LLC / MS
|
|
|
|
|
|
SCLZ - NORTHERN LIGHTS FUND TRUST III - Swan Enhanced Dividend Income ETF
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
Lavaca Capital Llc
|
|
|
|
|
|
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Fund Class C
|
|
|
|
|
|
Stokes Family Office, LLC
|
|
|
|
|
|
GXXAX - Aberdeen Funds - Aberdeen U.S. Multi-Cap Equity Fund (formerly Aberdeen U.S. Equity Fund) Class A
|
|
|
|
|
|
Calamos ETF Trust - Calamos Antetokounmpo Global Sustainable Equities ETF
|
|
|
|
|
|
Promus Capital, LLC
|
|
|
|
|
|
Coastal Bridge Advisors, LLC
|
|
|
|
|
|
Centerpoint Advisors, LLC
|
|
|
|
|
|
Norges Bank
|
|
|
|
|
|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
|
|
|
|
|
Pilgrim Partners Asia Pte Ltd
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
|
|
|
|
|
FHLC - FIDELITY COVINGTON TRUST - Fidelity MSCI Health Care Index ETF
|
|
|
|
|
|
Solstein Capital, LLC
|
|
|
|
|
|
Banque Pictet & Cie Sa
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
Norris Perne & French Llp/mi
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
Moors & Cabot, Inc.
|
|
|
|
|
|
Victory Variable Insurance Funds II - Victory Pioneer Fund VCT Portfolio Class II
|
|
|
|
|
|
Fairtree Asset Management (Pty) Ltd
|
|
|
|
|
|
Natural Investments, Llc
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
Diversified Trust Co
|
|
|
|
|
|
Putnam ETF Trust - Putnam BioRevolution ETF -
|
|
|
|
|
|
Martingale Asset Management L P
|
|
|
|
|
|
Bright Futures Wealth Management, LLC.
|
|
|
|
|
|
APG Asset Management N.V.
|
|
|
|
|
|
Advent Capital Management /de/
|
|
|
|
|
|
Prosperity Consulting Group, LLC
|
|
|
|
|
|
USAUX - USAA MUTUAL FUNDS TRUST - Aggressive Growth Fund Shares
|
|
|
|
|
|
Litman Gregory Asset Management LLC
|
|
|
|
|
|
Elo Mutual Pension Insurance Co
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Focused Equity Fund Class II
|
|
|
|
|
|
Diversified Enterprises, LLC
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
|
Copperwynd Financial, LLC
|
|
|
|
|
|
Natixis
|
|
|
|
|
|
BNY MELLON VARIABLE INVESTMENT FUND - Appreciation Portfolio - Initial Shares
|
|
|
|
|
|
Sax Wealth Advisors, Llc
|
|
|
|
|
|
Sandy Cove Advisors, LLC
|
|
|
|
|
|
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
|
|
|
|
|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
|
|
|
|
|
River Street Advisors LLC
|
|
|
|
|
|
Welch & Forbes Llc
|
|
|
|
|
|
DURPX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. High Relative Profitability Portfolio Institutional Class
|
|
|
|
|
|
DFND - Siren ETF Trust - Siren DIVCON Dividend Defender ETF
|
|
|
|
|
|
TPLE - TIMOTHY PLAN - Timothy Plan US Large/Mid Cap Core Enhanced ETF
|
|
|
|
|
|
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K
|
|
|
|
|
|
Ako Capital Llp
|
|
|
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|
|
Kavar Capital Partners Group, Llc
|
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|
Applied Finance Capital Management, LLC
|
|
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|
Goldstein Advisors, LLC
|
|
|
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|
|
Quad-Cities Investment Group, LLC
|
|
|
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|
|
Fred Alger Management, Llc
|
|
|
|
|
|
Putnam Fl Investment Management Co
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
|
|
|
Wrapmanager Inc
|
|
|
|
|
|
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
|
|
|
|
|
|
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
|
|
|
|
|
|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
|
|
|
|
|
Segall Bryant & Hamill, Llc
|
|
|
|
|
|
TNRAX - 1290 Funds - 1290 Avantis U.S. Large Cap Growth Fund Class A
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
BKCG - BNY Mellon ETF Trust II - BNY Mellon Concentrated Growth ETF
|
|
|
|
|
|
FundVantage Trust - Polen Growth & Income Fund Institutional Class
|
|
|
|
|
|
Secure Asset Management, LLC
|
|
|
|
|
|
Pictet North America Advisors SA
|
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|
South Plains Financial, Inc.
|
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|
Allianz Asset Management GmbH
|
|
|
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|
|
Empirical Finance, LLC
|
|
|
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|
GWM Advisors LLC
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA LARGE CORE SERIES
|
|
|
|
|
|
State Farm Mutual Automobile Insurance Co
|
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|
Breakwater Investment Management
|
|
|
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|
Nbt Bank N A /ny
|
|
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|
|
|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
|
|
|
DFDPX - FORUM FUNDS - DF Dent Premier Growth Fund
|
|
|
|
|
|
Middleton & Co Inc/ma
|
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|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
|
|
|
|
SATOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay A Portfolio Class 1
|
|
|
|
|
|
Marshall Wace, Llp
|
|
|
|
|
|
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Allocation Fund Class R
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
Choate Investment Advisors
|
|
|
|
|
|
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P
|
|
|
|
|
|
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
|
|
|
|
|
|
FourThought Financial Partners, LLC
|
|
|
|
|
|
AGRFX - AB PORTFOLIOS - AB Growth Fund Class A
|
|
|
|
|
|
Blueshift Asset Management, LLC
|
|
|
|
|
|
Campion Asset Management LLC
|
|
|
|
|
|
Fairvoy Private Wealth, LLC
|
|
|
|
|
|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
|
|
|
|
|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
|
|
|
|
|
M&G Plc
|
|
|
|
|
|
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
|
|
|
|
|
|
Deseret Mutual Benefit Administrators
|
|
|
|
|
|
Argentarii, LLC
|
|
|
|
|
|
FUQIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Quality Index Fund
|
|
|
|
|
|
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
|
|
|
|
|
JNL SERIES TRUST - JNL/ClearBridge Large Cap Growth Fund (A)
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA Large Cap Value Fund Class A
|
|
|
|
|
|
Fulcrum Capital LLC
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
Dana Investment Advisors, Inc.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
|
|
|
|
|
Cim Investment Mangement Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
IMG Wealth Management, Inc.
|
|
|
|
|
|
Clean Yield Group
|
|
|
|
|
|
China Universal Asset Management Co., Ltd.
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
BLPIX - Profunds - Bull Profund Investor Class
|
|
|
|
|
|
TDVG - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Dividend Growth ETF
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
SDGAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Capital Growth Fund Class A
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
Dundas Partners LLP
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
Credential Qtrade Securities Inc.
|
|
|
|
|
|
Union Bancaire Privee, UBP SA
|
|
|
|
|
|
Norden Group Llc
|
|
|
|
|
|
Raiffeisen Bank International AG
|
|
|
|
|
|
Seascape Capital Management
|
|
|
|
|
|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
|
|
|
|
Checchi Capital Advisers, LLC
|
|
|
|
|
|
BIAGX - Brown Advisory Funds - Brown Advisory Growth Equity Fund Investor Shares
|
|
|
|
|
|
Marietta Investment Partners Llc
|
|
|
|
|
|
Clearbridge Investments, LLC
|
|
|
|
|
|
Provenance Wealth Advisors, LLC
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I
|
|
|
|
|
|
Blue Zone Wealth Advisors, LLC
|
|
|
|
|
|
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
|
|
|
|
|
Great Lakes Advisors, Llc
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
Ritholtz Wealth Management
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
Essex Financial Services, Inc.
|
|
|
|
|
|
Avalon Trust Co
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
JGQYX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Global Quality Growth Fund - Y Shares
|
|
|
|
|
|
Boston Family Office Llc
|
|
|
|
|
|
SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF
|
|
|
|
|
|
Pines Wealth Management, LLC
|
|
|
|
|
|
VestGen Advisors, LLC
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
|
|
|
|
|
|
SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund
|
|
|
|
|
|
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF
|
|
|
|
|
|
Altshuler Shaham Ltd
|
|
|
|
|
|
Douglas Lane & Associates, LLC
|
|
|
|
|
|
Jump Financial, LLC
|
|
|
|
|
|
Sylvest Advisors, LLC
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Growers ETF
|
|
|
|
|
|
SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
|
|
|
|
|
Level Four Advisory Services, Llc
|
|
|
|
|
|
PAX Financial Group, LLC
|
|
|
|
|
|
North Star Asset Management Inc
|
|
|
|
|
|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
Ironwood Investment Counsel, LLC
|
|
|
|
|
|
Walter Public Investments Inc.
|
|
|
|
|
|
JOET - Virtus ETF Trust II - Virtus Terranova U.S. Quality Momentum ETF
|
|
|
|
|
|
Trueblood Wealth Management, LLC
|
|
|
|
|
|
SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF
|
|
|
|
|
|
VIRTUS VARIABLE INSURANCE TRUST - Virtus KAR Capital Growth Series Class A
|
|
|
|
|
|
PCLCX - PACE SELECT ADVISORS TRUST - PACE Large Co Growth Equity Investments Class P
|
|
|
|
|
|
GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF
|
|
|
|
|
|
New England Research & Management, Inc.
|
|
|
|
|
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
|
|
|
|
|
REAP Financial Group, LLC
|
|
|
|
|
|
Caitong International Asset Management Co., Ltd
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
Massachusetts Financial Services Co /ma/
|
|
|
|
|
|
Enterprise Financial Services Corp
|
|
|
|
|
|
Cahill Wealth Management, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class
|
|
|
|
|
|
denkapparat Operations GmbH
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
Lafayette Investments, Inc.
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K
|
|
|
|
|
|
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
Banco Santander, S.A.
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
DTCAX - BNY Mellon Sustainable U.S. Equity Fund, Inc. - BNY Mellon Sustainable U.S. Equity Fund, Inc. Class A
|
|
|
|
|
|
Wilkinson Global Asset Management LLC
|
|
|
|
|
|
Calvert Management Series - Calvert Global Equity Fund Class I
|
|
|
|
|
|
Integral Investment Advisors, Inc.
|
|
|
|
|
|
Forbes J M & Co Llp
|
|
|
|
|
|
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
Tevis Investment Management
|
|
|
|
|
|
Eaton Vance Risk-managed Diversified Equity Income Fund
|
|
|
|
|
|
Csenge Advisory Group
|
|
|
|
|
|
Atticus Wealth Management, Llc
|
|
|
|
|
|
Mutual Of America Capital Management Llc
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
Fox Run Management, L.l.c.
|
|
|
|
|
|
Cove Private Wealth, LLC
|
|
|
|
|
|
Chapman Financial Group, Llc
|
|
|
|
|
|
Kathmere Capital Management, LLC
|
|
|
|
|
|
GSB Wealth Management, LLC
|
|
|
|
|
|
Destination Wealth Management
|
|
|
|
|
|
SlateStone Wealth, LLC
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
|
|
|
|
|
SBRAX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill All Cap Fund Retail Class
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
Romano Brothers And Company
|
|
|
|
|
|
First Citizens Bank & Trust Co
|
|
|
|
|
|
Occudo Quantitative Strategies Lp
|
|
|
|
|
|
Continuum Advisory, LLC
|
|
|
|
|
|
HSTAX - Hartford Series Fund Inc - Hartford Stock Hls Fund Ia
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
KDT Advisors, LLC
|
|
|
|
|
|
Liberty All Star Equity Fund
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
ATWAX - AB PORTFOLIOS - AB Tax-Managed Wealth Appreciation Strategy Class A
|
|
|
|
|
|
VSTIX - VALIC Co I - Stock Index Fund
|
|
|
|
|
|
Jarislowsky, Fraser Ltd
|
|
|
|
|
|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
|
|
|
APGAX - AB LARGE CAP GROWTH FUND INC - AB LARGE CAP GROWTH FUND INC Class A
|
|
|
|
|
|
William Allan, Llc
|
|
|
|
|
|
MITTX - MASSACHUSETTS INVESTORS TRUST - Massachusetts Investors Trust A
|
|
|
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
|
|
|
|
|
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I
|
|
|
|
|
|
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A
|
|
|
|
|
|
Westwood Holdings Group Inc
|
|
|
|
|
|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust/Dow Jones Dividend & Income Allocation Portfolio Class I
|
|
|
|
|
|
Adell Harriman & Carpenter Inc
|
|
|
|
|
|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Capital Strength Hedged Equity Portfolio Class I
|
|
|
|
|
|
VNSE - Natixis ETF Trust II - Natixis Vaughan Nelson Select ETF
|
|
|
|
|
|
SPMV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Minimum Variance ETF
|
|
|
|
|
|
Ellsworth Advisors, LLC
|
|
|
|
|
|
AVEGX - SCHWARTZ INVESTMENT TRUST - Ave Maria Growth Fund
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
PRCFX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation and Income Fund
|
|
|
|
|
|
Two Sigma Advisers, Lp
|
|
|
|
|
|
POLRX - FundVantage Trust - Polen Growth Fund Investor Class
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
Optas, LLC
|
|
|
|
|
|
Virtu Financial LLC
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
CSIFX - CALVERT SOCIAL INVESTMENT FUND - Calvert Balanced Fund Class A
|
|
|
|
|
|
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B
|
|
|
|
|
|
LRGC - AB Active ETFs, Inc. - AB US Large Cap Strategic Equities ETF
|
|
|
|
|
|
Epoch Investment Partners, Inc.
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
|
|
|
|
|
|
Bamco Inc /ny/
|
|
|
|
|
|
Kempen Capital Management N.v.
|
|
|
|
|
|
Mesirow Financial Investment Management, Inc.
|
|
|
|
|
|
Paradigm Financial Partners, Llc
|
|
|
|
|
|
Edgestream Partners, L.P.
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
Capital Investment Advisors, LLC
|
|
|
|
|
|
Dnca Finance
|
|
|
|
|
|
DREQX - BNY MELLON RESEARCH GROWTH FUND, INC. - BNY Mellon Research Growth Fund, Inc. Class Z
|
|
|
|
|
|
Wilson Asset Management (international) Pty Ltd
|
|
|
|
|
|
Douglass Winthrop Advisors, LLC
|
|
|
|
|
|
GSRAX - GOLDMAN SACHS TRUST - Goldman Sachs Rising Dividend Growth Fund Class A
|
|
|
|
|
|
Jnl Series Trust - Jnl Multi-manager Mid Cap Fund (a)
|
|
|
|
|
|
Novare Capital Management Llc
|
|
|
|
|
|
Fisher Asset Management, LLC
|
|
|
|
|
|
NEOS Investment Management LLC
|
|
|
|
|
|
NUDV - Nushares ETF Trust - Nuveen ESG Dividend ETF
|
|
|
|
|
|
Pacifica Partners Inc.
|
|
|
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
EVSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined U.S. Core Fund Class A
|
|
|
|
|
|
Eaton Vance Tax Advantaged Global Dividend Income Fund
|
|
|
|
|
|
IRVIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Value Index Portfolio Class I
|
|
|
|
|
|
King Luther Capital Management Corp
|
|
|
|
|
|
QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares
|
|
|
|
|
|
Mission Wealth Management, Lp
|
|
|
|
|
|
High Net Worth Advisory Group LLC
|
|
|
|
|
|
Kinneret Advisory, LLC
|
|
|
|
|
|
J. Safra Sarasin Holding AG
|
|
|
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Connable Office Inc
|
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Covea Finance
|
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Union Savings Bank
|
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|
Oppenheimer Asset Management Inc.
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PABU - iSHARES TRUST - iShares Paris-Aligned Climate MSCI USA ETF
|
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|
Dash Acquisitions Inc.
|
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Jones Financial Companies Lllp
|
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|
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
|
|
|
|
|
|
Freshford Capital Management, LLC
|
|
|
|
|
|
VELA Funds - VELA Income Opportunities Fund Class A
|
|
|
|
|
|
PXGOX - PAX WORLD FUNDS SERIES TRUST I - PAX GLOBAL OPPORTUNITIES FUND Institutional Class
|
|
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|
OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio
|
|
|
|
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|
FNY Investment Advisers, LLC
|
|
|
|
|
|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
|
|
|
|
MSFAX - Morgan Stanley Institutional Fund Inc - Global Franchise Portfolio Class I
|
|
|
|
|
|
Cherry Tree Wealth Management, LLC
|
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|
KBC Group NV
|
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Spire Wealth Management
|
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|
Sheets Smith Wealth Management
|
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|
Mather Group, Llc.
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Clear Street Markets Llc
|
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Stokes Capital Advisors, LLC
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Tidemark, LLC
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Versor Investments LP
|
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Stratos Wealth Partners, LTD.
|
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Herold Advisors, Inc.
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Nomura Holdings Inc
|
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Polen Capital Management Llc
|
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WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares
|
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|
LGT Financial Advisors LLC
|
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SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
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|
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1
|
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|
Fieldview Capital Management, LLC
|
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Ball & Co Wealth Management Inc.
|
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Alpha Cubed Investments, LLC
|
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Meeder Asset Management Inc
|
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Police & Firemen's Retirement System of New Jersey
|
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|
EDIAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Global Income Builder Fund Class A
|
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|
Raub Brock Capital Management LP
|
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|
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio
|
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|
Arkadios Wealth Advisors
|
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|
Cordatus Wealth Management LLC
|
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|
Telos Capital Management, Inc.
|
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|
Probity Advisors, Inc.
|
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AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Fund Series II
|
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|
Woodmont Investment Counsel Llc
|
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Seacrest Wealth Management, Llc
|
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Axa S.a.
|
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NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
|
|
|
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|
|
FEMWX - Fidelity Greenwood Street Trust - Fidelity Equity Market Neutral Fund Fidelity Advisor Equity Market Neutral Fund: Class Z
|
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|
Gabelli Equity Trust Inc
|
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Anchor Investment Management, LLC
|
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|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
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|
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|
ARTRX - ARTISAN PARTNERS FUNDS INC - Artisan Global Opportunities Fund Investor Shares
|
|
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|
Sumitomo Mitsui Trust Holdings, Inc.
|
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|
Prudential Financial Inc
|
|
|
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|
|
Aries Wealth Management
|
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|
SUNAMERICA SERIES TRUST - SA AB Growth Portfolio Class 1
|
|
|
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|
S&t Bank/pa
|
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|
WealthTrak Capital Management LLC
|
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|
Groupama Asset Managment
|
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Premier Path Wealth Partners, LLC
|
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R Squared Ltd
|
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O'shaughnessy Asset Management, Llc
|
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Caisse De Depot Et Placement Du Quebec
|
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|
SRS Capital Advisors, Inc.
|
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Tekla World Healthcare Fund
|
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|
Zurich Insurance Group Ltd/FI
|
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|
Knuff & Co LLC
|
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|
Klp Kapitalforvaltning As
|
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|
First Command Advisory Services, Inc.
|
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|
|
Pinnacle Financial Partners Inc
|
|
|
|
|
|
Jaffetilchin Investment Partners, LLC
|
|
|
|
|
|
PALCX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Allocation Fund Class C
|
|
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|
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|
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund
|
|
|
|
|
|
ICW Investment Advisors LLC
|
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|
|
State Street Corp
|
|
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|
|
Westside Investment Management, Inc.
|
|
|
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|
|
Hrt Financial Lp
|
|
|
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
|
|
|
|
|
Costello Asset Management, INC
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
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|
GAMMA Investing LLC
|
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|
Dixon Mitchell Investment Counsel Inc.
|
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|
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|
|
Huntington National Bank
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
JABAX - JANUS INVESTMENT FUND - Janus Henderson Balanced Fund Class T
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
FLCG - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Growth ETF
|
|
|
|
|
|
Ransom Advisory, Ltd
|
|
|
|
|
|
Gouws Capital LLC
|
|
|
|
|
|
Mn Services Vermogensbeheer B.V.
|
|
|
|
|
|
DLQAX - BNY Mellon Investment Funds V, Inc. - BNY Mellon Large Cap Equity Fund Class A
|
|
|
|
|
|
Silvant Capital Management LLC
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
LGT Fund Management Co Ltd.
|
|
|
|
|
|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
|
|
|
TNBIX - 1290 Funds - 1290 SmartBeta Equity Fund Class I
|
|
|
|
|
|
Willis Investment Counsel
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
Sender Co & Partners, Inc.
|
|
|
|
|
|
BFOR - ALPS ETF Trust - Barron's 400 ETF
|
|
|
|
|
|
Hall Laurie J Trustee
|
|
|
|
|
|
Investment Research & Advisory Group, Inc.
|
|
|
|
|
|
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A
|
|
|
|
|
|
McIlrath & Eck, LLC
|
|
|
|
|
|
Wedgewood Partners Inc
|
|
|
|
|
|
Pinnacle Bancorp, Inc.
|
|
|
|
|
|
NorthRock Partners, LLC
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
|
|
ESMV - iSHARES TRUST - iShares ESG MSCI USA Min Vol Factor ETF
|
|
|
|
|
|
Canada Pension Plan Investment Board
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
NEW YORK LIFE INVESTMENTS VP FUNDS TRUST - NYLI VP MFS Investors Trust Portfolio Service Class
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares
|
|
|
|
|
|
Alecta Pensionsforsakring, Omsesidigt
|
|
|
|
|
|
TCG Advisory Services, LLC
|
|
|
|
|
|
LCLG - ADVISORS SERIES TRUST - Logan Capital Broad Innovative Growth ETF
|
|
|
|
|
|
Heritage Family Offices, LLP
|
|
|
|
|
|
Nissay Asset Management Corp /japan/ /adv
|
|
|
|
|
|
WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF
|
|
|
|
|
|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
Sfmg, Llc
|
|
|
|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
FLAG - Global X Funds - Global X S&P 500 U.S. Market Leaders Top 50 ETF
|
|
|
|
|
|
STFGX - Advisers Investment Trust - State Farm Growth Fund
|
|
|
|
|
|
Beese Fulmer Investment Management, Inc.
|
|
|
|
|
|
Stuart Chaussee & Associates, Inc.
|
|
|
|
|
|
PACIFIC SELECT FUND - Dividend Growth Portfolio Class I
|
|
|
|
|
|
ROSS\JOHNSON & Associates LLC
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1
|
|
|
|
|
|
Cardinal Point Capital Management, ULC
|
|
|
|
|
|
Financial Perspectives, Inc
|
|
|
|
|
|
VNSAX - Natixis Funds Trust II - Vaughan Nelson Select Fund Class A
|
|
|
|
|
|
Addison Capital Co
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
Resonant Capital Advisors, LLC
|
|
|
|
|
|
Grimes & Company, Inc.
|
|
|
|
|
|
Lazard Global Total Return & Income Fund Inc
|
|
|
|
|
|
PSTAX - VIRTUS EQUITY TRUST - Virtus KAR Capital Growth Fund Class A
|
|
|
|
|
|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
|
|
|
|
GCECX - AB CAP FUND, INC. - AB Global Core Equity Portfolio Class C
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
|
|
|
|
|
Campbell & CO Investment Adviser LLC
|
|
|
|
|
|
Americana Partners, LLC
|
|
|
|
|
|
Voya Financial Advisors, Inc.
|
|
|
|
|
|
Binnacle Investments Inc
|
|
|
|
|
|
SHRT - Tidal ETF Trust - Gotham Short Strategies ETF
|
|
|
|
|
|
Howe & Rusling Inc
|
|
|
|
|
|
Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K
|
|
|
|
|
|
USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF
|
|
|
|
|
|
Spectrum Wealth Counsel, LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a)
|
|
|
|
|
|
Kentucky Trust Co
|
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
Clark Capital Management Group, Inc.
|
|
|
|
|
|
Delta Asset Management Llc/tn
|
|
|
|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
|
Sigma Planning Corp
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
Vista Investment Partners Llc
|
|
|
|
|
|
Canoe Financial LP
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
ANEFX - NEW ECONOMY FUND - NEW ECONOMY FUND Class A
|
|
|
|
|
|
Cidel Asset Management Inc
|
|
|
|
|
|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
|
|
|
|
|
Pinnacle Associates Ltd
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
L.m. Kohn & Company
|
|
|
|
|
|
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
|
|
|
|
|
QUAL - iSHARES TRUST - iShares Edge MSCI USA Quality Factor ETF
|
|
|
|
|
|
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF
|
|
|
|
|
|
Bahl & Gaynor Inc
|
|
|
|
|
|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
MOO - VanEck Vectors ETF Trust - VanEck Vectors Agribusiness ETF
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
VCBCX - VALIC Co I - Blue Chip Growth Fund
|
|
|
|
|
|
Dark Forest Capital Management Lp
|
|
|
|
|
|
KC Investment Advisors, LLC
|
|
|
|
|
|
FIL Ltd
|
|
|
|
|
|
Richard W. Paul & Associates, LLC
|
|
|
|
|
|
Integrated Advisors Network LLC
|
|
|
|
|
|
High Note Wealth, LLC
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
Legacy Trust
|
|
|
|
|
|
WestEnd Advisors, LLC
|
|
|
|
|
|
RMB Capital Management, LLC
|
|
|
|
|
|
Harbour Capital Advisors, LLC
|
|
|
|
|
|
Bls Capital Fondsmaeglerselskab A/s
|
|
|
|
|
|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
Cox Capital Mgt LLC
|
|
|
|
|
|
American National Bank
|
|
|
|
|
|
Calamos Antetokounmpo Sustainable Equities Trust - Calamos Antetokounmpo Sustainable Equities Fund Class R6
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
Stiles Financial Services Inc
|
|
|
|
|
|
NS Partners Ltd
|
|
|
|
|
|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
|
|
Harris Associates L P
|
|
|
|
|
|
Decker Retirement Planning Inc.
|
|
|
|
|
|
Swmg, Llc
|
|
|
|
|
|
Dearborn Partners Llc
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
Opal Wealth Advisors, LLC
|
|
|
|
|
|
VELA Investment Management, LLC
|
|
|
|
|
|
FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund
|
|
|
|
|
|
AFDIX - American Century Mutual Funds, Inc. - Sustainable Equity Fund Investor Class
|
|
|
|
|
|
Sawgrass Asset Management Llc
|
|
|
|
|
|
Cloverfields Capital Group, Lp
|
|
|
|
|
|
InTrack Investment Management Inc
|
|
|
|
|
|
Holos Integrated Wealth LLC
|
|
|
|
|
|
1858 Wealth Management, Llc
|
|
|
|
|
|
PDT Partners, LLC
|
|
|
|
|
|
Oddo Bhf Asset Management Sas
|
|
|
|
|
|
PIODX - Victory Portfolios IV - Victory Pioneer Fund Class A
|
|
|
|
|
|
KOMP - SPDR SERIES TRUST - SPDR S&P Kensho New Economies Composite ETF
|
|
|
|
|
|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
|
|
|
|
Manning & Napier Advisors Llc
|
|
|
|
|
|
Ally Financial Inc.
|
|
|
|
|
|
PHPIX - Profunds - Pharmaceuticals Ultrasector Profund Investor Class
|
|
|
|
|
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
|
|
|
|
|
|
HCR Wealth Advisors
|
|
|
|
|
|
CWA Asset Management Group, LLC
|
|
|
|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A
|
|
|
|
|
|
EAALX - EATON VANCE GROWTH TRUST - Eaton Vance Atlanta Capital Focused Growth Fund Class A
|
|
|
|
|
|
Baker Tilly Financial, Llc
|
|
|
|
|
|
Advisory Alpha, LLC
|
|
|
|
|
|
BLB&B Advisors, LLC
|
|
|
|
|
|
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
Security National Bank
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
IGFAX - Voya INVESTORS TRUST - VY(R) Morgan Stanley Global Franchise Portfolio Class ADV
|
|
|
|
|
|
VWNFX - VANGUARD WINDSOR FUNDS - Vanguard Windsor II Fund Investor Shares
|
|
|
|
|
|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
|
|
|
|
QAAAJX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Blue Chip Growth Portfolio
|
|
|
|
|
|
Thornburg Investment Management Inc
|
|
|
|
|
|
Ameriflex Group, Inc.
|
|
|
|
|
|
Evelyn Partners Asset Management Ltd
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
Bath Savings Trust Co
|
|
|
|
|
|
SGGAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Large Cap Focus Growth Fund Class A
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
New Mexico Educational Retirement Board
|
|
|
|
|
|
E. Ohman J:or Asset Management AB
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Blue Chip Account Class 3
|
|
|
|
|
|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
|
|
|
|
Journey Advisory Group, LLC
|
|
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Martin Currie Ltd
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Arlington Trust Co LLC
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DTLGX - Wilshire Mutual Funds Inc - Large Company Growth Portfolio Investment Class
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Royal London Asset Management Ltd
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FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
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VFMV - VANGUARD WELLINGTON FUND - Vanguard U.S. Minimum Volatility ETF ETF Shares
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IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
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JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
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MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF
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Lee Danner & Bass Inc
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ESGIX - VALUED ADVISERS TRUST - Dana Epiphany ESG Equity Fund Institutional Class Shares
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Ownership Capital B.V.
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Amalgamated Bank
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Jacobs & Co/ca
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TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
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Mirova
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ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
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Valicenti Advisory Services Inc
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RPXFX - RIVERPARK FUNDS TRUST - RiverPark Large Growth Fund Retail Class
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Roundview Capital LLC
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SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F
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VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
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DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
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Engineers Gate Manager LP
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PPH - VanEck Vectors ETF Trust - VanEck Vectors Pharmaceutical ETF
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Ethic Inc.
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Transce3nd, LLC
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Key FInancial Inc
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SilverOak Wealth Management LLC
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AQEIX - LKCM Funds - LKCM Aquinas Catholic Equity Fund
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Western Wealth Management, LLC
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Moody National Bank Trust Division
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Syon Capital Llc
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GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
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Index Fund Advisors, Inc.
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Isthmus Partners, Llc
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Quest 10 Wealth Builders, Inc.
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GGHCX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - INVESCO Health Care Fund Class A
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ACUSX - NEIMAN FUNDS - Advisors Capital US Dividend Fund
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Sage Rhino Capital Llc
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Callan Capital, LLC
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Gateway Investment Advisers Llc
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EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
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CBIZ Investment Advisory Services, LLC
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Stockman Wealth Management, Inc.
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USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
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Dodge & Cox
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Fiduciary Trust Co
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Bowen Hanes & Co Inc
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Dupont Capital Management Corp
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
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Private Harbour Investment Management & Counsel, LLC
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Quarry LP
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Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
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QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
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Federated Hermes, Inc.
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Chesley Taft & Associates LLC
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Symphony Financial, Ltd. Co.
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DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF
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Quadrant Capital Group Llc
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