|
VMAX - Lattice Strategies Trust - Hartford US Value ETF
|
|
|
|
|
|
Foster Dykema Cabot & Partners, Llc
|
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|
|
|
|
JIAFX - John Hancock Funds II - Income Allocation Fund Class A
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
|
|
|
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|
|
Dunhill Financial, LLC
|
|
|
|
|
|
LDVCX - Investment Managers Series Trust II - AXS Thomson Reuters Venture Capital Return Tracker Fund Class C Shares
|
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
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|
|
QDVPAX - DAVIS VARIABLE ACCOUNT FUND INC - Davis Value Portfolio
|
|
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|
Fayez Sarofim & Co
|
|
|
|
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|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
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|
Marshall Investment Management, Llc
|
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Adage Capital Partners Gp, L.l.c.
|
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EHP Funds Inc.
|
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GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
|
|
|
|
|
Ballast Advisors Llc
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
ESN - NORTHERN LIGHTS FUND TRUST II - Essential 40 Stock ETF
|
|
|
|
|
|
Financial Freedom, LLC
|
|
|
|
|
|
GEND - Spinnaker ETF Series - Genter Capital Dividend Income ETF
|
|
|
|
|
|
LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF
|
|
|
|
|
|
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class
|
|
|
|
|
|
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a)
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
|
|
|
Iowa State Bank
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
|
|
|
|
THPGX - THOMPSON IM FUNDS INC - Thompson LargeCap Fund
|
|
|
|
|
|
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
|
|
|
|
|
Smith, Salley & Associates
|
|
|
|
|
|
RXL - PROSHARES TRUST - ProShares Ultra Health Care
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
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|
|
Choate Investment Advisors
|
|
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|
WFA of San Diego, LLC
|
|
|
|
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|
EQ ADVISORS TRUST - EQ/Long-Term Bond Portfolio Class IB
|
|
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|
RLCAX - Columbia Funds Series Trust II - Columbia Disciplined Value Fund Class A
|
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|
Kingswood Wealth Advisors, Llc
|
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|
|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
|
|
Maven Securities LTD
|
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|
|
New England Capital Financial Advisors LLC
|
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PrairieView Partners, LLC
|
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|
MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class
|
|
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|
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
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|
|
HBW Advisory Services LLC
|
|
|
|
|
|
QCBMRX - COLLEGE RETIREMENT EQUITIES FUND - Bond Market Account Class R1
|
|
|
|
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|
Fifth Third Bancorp
|
|
|
|
|
|
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund
|
|
|
|
|
|
JAGLX - JANUS INVESTMENT FUND - Janus Henderson Global Life Sciences Fund Class T
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
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|
|
Ellis Investment Partners, LLC
|
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|
|
|
|
LYFCX - MUTUAL FUND SERIES TRUST - AlphaCentric LifeSci Healthcare Fund Class C
|
|
|
|
|
|
Marino, Stram & Associates Llc
|
|
|
|
|
|
Jnl Series Trust - Jnl/neuberger Berman Strategic Income Fund (a)
|
|
|
|
|
|
Cape Investment Advisory, Inc.
|
|
|
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|
|
Koshinski Asset Management, Inc.
|
|
|
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|
JBND - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Bond ETF
|
|
|
|
|
|
Entropy Technologies, LP
|
|
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|
|
|
Ridgewood Investments LLC
|
|
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|
|
Beach Investment Counsel Inc/pa
|
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|
Howard Capital Management Inc.
|
|
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|
Cary Street Partners Financial Llc
|
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|
FSBDX - FIDELITY SECURITIES FUND - Fidelity Series Blue Chip Growth Fund
|
|
|
|
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|
Pzena Investment Management Llc
|
|
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|
Livforsakringsbolaget Skandia, Omsesidigt
|
|
|
|
|
|
KOMP - SPDR SERIES TRUST - SPDR S&P Kensho New Economies Composite ETF
|
|
|
|
|
|
Mitsubishi UFJ Asset Management (UK) Ltd.
|
|
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|
|
|
NewEdge Wealth, LLC
|
|
|
|
|
|
Epoch Investment Partners, Inc.
|
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|
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|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
VLUE - iSHARES TRUST - iShares Edge MSCI USA Value Factor ETF
|
|
|
|
|
|
DEUTSCHE DWS VARIABLE SERIES II - DWS Global Income Builder VIP Class A
|
|
|
|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
Courier Capital Llc
|
|
|
|
|
|
PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF
|
|
|
|
|
|
China Universal Asset Management Co., Ltd.
|
|
|
|
|
|
Secure Asset Management, LLC
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
|
|
|
|
|
RSPH - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Health Care ETF
|
|
|
|
|
|
Ritholtz Wealth Management
|
|
|
|
|
|
Beacon Investment Advisors Llc
|
|
|
|
|
|
Bleakley Financial Group, LLC
|
|
|
|
|
|
CORP - PIMCO ETF Trust - PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
PIMCO FUNDS - PIMCO Long Duration Credit Bond Portfolio Long Duration Credit Bond Portfolio
|
|
|
|
|
|
EQTIX - SHELTON FUNDS - Shelton Core Value Fund Direct Shares
|
|
|
|
|
|
TMFE - RBB FUND, INC. - Motley Fool Capital Efficiency 100 Index ETF
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
Community Bank & Trust, Waco, Texas
|
|
|
|
|
|
LDRAX - Sei Institutional Investments Trust - Siit Long Duration Fund - Class A
|
|
|
|
|
|
Benin Management CORP
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
MSPSX - MASSMUTUAL SELECT FUNDS - MassMutual Select Total Return Bond Fund Class R5
|
|
|
|
|
|
SSAFX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Aggregate Bond Index Portfolio
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
SDOG - ALPS ETF Trust - ALPS Sector Dividend Dogs ETF
|
|
|
|
|
|
NPRTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Large Cap Value Fund Investor Class
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - Invesco Oppenheimer Value Fund Class C
|
|
|
|
|
|
GIMFX - GMO TRUST - GMO Implementation Fund
|
|
|
|
|
|
Richard W. Paul & Associates, LLC
|
|
|
|
|
|
Silvant Capital Management LLC
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class
|
|
|
|
|
|
NANC - Tidal ETF Trust - Unusual Whales Subversive Democratic Trading ETF
|
|
|
|
|
|
Townsquare Capital Llc
|
|
|
|
|
|
STIAX - FEDERATED FIXED INCOME SECURITIES INC - Federated Strategic Income Fund Class A Shares
|
|
|
|
|
|
SHSSX - Blackrock Funds - Blackrock Health Sciences Opportunities Portfolio Institutional
|
|
|
|
|
|
ORG Wealth Partners, LLC
|
|
|
|
|
|
Tiaa Trust, National Association
|
|
|
|
|
|
ROSS\JOHNSON & Associates LLC
|
|
|
|
|
|
PNRAX - PUTNAM INVESTMENT FUNDS - Putnam Research Fund Class A Shares
|
|
|
|
|
|
Old National Bancorp /in/
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
|
|
|
|
|
Canandaigua National Bank & Trust Co
|
|
|
|
|
|
Proathlete Wealth Management Llc
|
|
|
|
|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
|
|
SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A
|
|
|
|
|
|
Principal Street Partners, LLC
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - EQUITY PORTFOLIO Class I
|
|
|
|
|
|
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
|
|
|
|
|
FUNL - Advisor Managed Portfolios - CornerCap Fundametrics Large-Cap ETF
|
|
|
|
|
|
DVND - Touchstone ETF Trust - Touchstone Dividend Select ETF
|
|
|
|
|
|
Empire Financial Management Company, LLC
|
|
|
|
|
|
Future Financial Wealth Managment LLC
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF
|
|
|
|
|
|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
|
|
|
|
|
Axiom Financial Strategies, LLC
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class
|
|
|
|
|
|
Noble Wealth Management PBC
|
|
|
|
|
|
FDVLX - FIDELITY CAPITAL TRUST - Fidelity Value Fund
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
|
JAVA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF
|
|
|
|
|
|
LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
Capula Management Ltd
|
|
|
|
|
|
Simmons Bank
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
NDOW - Collaborative Investment Series Trust - Anydrus Advantage ETF
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - VALUE PORTFOLIO Class I
|
|
|
|
|
|
Collier Financial
|
|
|
|
|
|
NFLT - ETFis Series Trust I - Virtus Newfleet Multi-Sector Bond ETF
|
|
|
|
|
|
FBLAX - FRANKLIN INVESTORS SECURITIES TRUST - Franklin Managed Income Fund CLASS A
|
|
|
|
|
|
Auxier Asset Management
|
|
|
|
|
|
Plimoth Trust Co Llc
|
|
|
|
|
|
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund
|
|
|
|
|
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
|
|
|
|
|
|
Financial Engines Advisors L.L.C.
|
|
|
|
|
|
Royal Fund Management, LLC
|
|
|
|
|
|
Patrick M Sweeney & Associates, Inc
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
Neumann Capital Management, LLC
|
|
|
|
|
|
FEAC - FIDELITY COVINGTON TRUST - Fidelity Enhanced U.S. All-Cap Equity ETF
|
|
|
|
|
|
Stance Capital Llc
|
|
|
|
|
|
VBMFX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market Index Fund Investor Shares
|
|
|
|
|
|
Alerus Financial Na
|
|
|
|
|
|
FSLVX - FIDELITY DEVONSHIRE TRUST - Fidelity Stock Selector Large Cap Value Fund
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
Profunds - Profund Vp Bull
|
|
|
|
|
|
Change Path, LLC
|
|
|
|
|
|
Clarius Group, LLC
|
|
|
|
|
|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
|
|
|
|
|
Grant/GrossMendelsohn, LLC
|
|
|
|
|
|
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
|
|
|
|
|
Evoke Wealth, Llc
|
|
|
|
|
|
VSTIX - VALIC Co I - Stock Index Fund
|
|
|
|
|
|
Tradewinds Capital Management, LLC
|
|
|
|
|
|
Strengthening Families & Communities, LLC
|
|
|
|
|
|
Axxcess Wealth Management, Llc
|
|
|
|
|
|
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
|
|
|
|
|
EARAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A
|
|
|
|
|
|
Mubadala Investment Co PJSC
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
|
|
|
|
|
Cercano Management LLC
|
|
|
|
|
|
Coastal Investment Advisors, Inc.
|
|
|
|
|
|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class
|
|
|
|
|
|
First City Capital Management, Inc.
|
|
|
|
|
|
FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund
|
|
|
|
|
|
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
|
|
|
|
|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
Petra Financial Advisors Inc
|
|
|
|
|
|
Institutional Investment Strategy Fund
|
|
|
|
|
|
Pinnacle Financial Partners Inc
|
|
|
|
|
|
Associated Banc-corp
|
|
|
|
|
|
STXV - EA Series Trust - Strive 1000 Value ETF
|
|
|
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
SAVAX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Core Plus Bond Fund CLASS A
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares
|
|
|
|
|
|
FMTM - EA Series Trust - MarketDesk Focused U.S. Momentum ETF
|
|
|
|
|
|
GSIIX - GOLDMAN SACHS TRUST - Goldman Sachs Equity Income Fund Institutional
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
Wealth Advisory Solutions, LLC
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Large Company Value Portfolio
|
|
|
|
|
|
BBCB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Corporate Bond Research Enhanced ETF
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Sector Gamma As
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
Vinva Investment Management Ltd
|
|
|
|
|
|
Sound View Wealth Advisors Group, LLC
|
|
|
|
|
|
WealthTrak Capital Management LLC
|
|
|
|
|
|
Aprio Wealth Management, LLC
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
Resources Management Corp /ct/ /adv
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
Legacy Capital Wealth Partners, LLC
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
|
|
|
|
|
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
|
|
|
|
|
|
Forsta Ap-fonden
|
|
|
|
|
|
Defined Wealth Management, Llc
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock Future Health ETF
|
|
|
|
|
|
KKM Financial LLC
|
|
|
|
|
|
RBF Capital, LLC
|
|
|
|
|
|
CLSUX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Sustainability Leaders Fund Class A
|
|
|
|
|
|
AGH Wealth Advisors, LLC
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
Capital Group Private Client Services, Inc.
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
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|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
UCON - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust TCW Unconstrained Plus Bond ETF
|
|
|
|
|
|
Gabelli Capital Series Funds Inc - Gabelli Capital Asset Fund Class Aaa
|
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|
Old Second National Bank Of Aurora
|
|
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PUTNAM VARIABLE TRUST - Putnam VT Research Fund Class IA Shares
|
|
|
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|
Wellington Shields Capital Management, LLC
|
|
|
|
|
|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
|
|
|
|
Pettyjohn, Wood & White, Inc
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
|
|
|
|
|
FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class
|
|
|
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|
TD Waterhouse Canada Inc.
|
|
|
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|
PRCIX - T. Rowe Price New Income Fund, Inc. - T. Rowe Price New Income Fund, Inc.
|
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Illinois Municipal Retirement Fund
|
|
|
|
|
|
MSTMX - Morningstar Funds Trust - Morningstar Multi-Sector Bond Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IB
|
|
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|
Caisse De Depot Et Placement Du Quebec
|
|
|
|
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|
Nvwm, Llc
|
|
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|
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|
Olistico Wealth, LLC
|
|
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TGCFX - TCW FUNDS INC - TCW Core Fixed Income Fund I Class
|
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|
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|
Mengis Capital Management, Inc.
|
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|
Global Wealth Strategies & Associates
|
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Peak Financial Advisors Llc
|
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Forza Wealth Management, LLC
|
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ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
|
|
|
|
|
Midland Wealth Advisors Llc
|
|
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AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Main Street Fund Series II
|
|
|
|
|
|
FNKLX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Value Discovery Fund
|
|
|
|
|
|
Allianzgi Equity & Convertible Income Fund
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Columbia Focused Value Portfolio Class 2
|
|
|
|
|
|
Weil Company, Inc.
|
|
|
|
|
|
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
|
|
|
|
|
|
GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF
|
|
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|
|
|
SPDG - SPDR SERIES TRUST - SPDR Portfolio S&P Sector Neutral Dividend ETF
|
|
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|
Two Sigma Investments, Lp
|
|
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|
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|
IHT Wealth Management, LLC
|
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Jones Financial Companies Lllp
|
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LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
|
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|
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|
Liberty All Star Equity Fund
|
|
|
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Allianzgi Diversified Income & Convertible Fund
|
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SOUTH STATE Corp
|
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FGIPX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Growth and Income Fund Institutional Class
|
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|
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
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|
SOA Wealth Advisors, LLC.
|
|
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|
Penbrook Management LLC
|
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|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
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|
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|
Gateway Investment Advisers Llc
|
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|
Asset Dedication, LLC
|
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Dark Forest Capital Management Lp
|
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Capital Research Global Investors
|
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National Bank Of Canada /fi/
|
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Berkshire Asset Management Llc/pa
|
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ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
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|
Manning & Napier Advisors Llc
|
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Stephens Inc /ar/
|
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DVY - iSHARES TRUST - iShares Select Dividend ETF
|
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State of Tennessee, Treasury Department
|
|
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Madison Covered Call & Equity Strategy Fund
|
|
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Tobam
|
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VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares
|
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IXJ - iSHARES TRUST - iShares Global Healthcare ETF
|
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Vestmark Advisory Solutions, Inc.
|
|
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Granite FO LLC
|
|
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GMUEX - GMO TRUST - GMO U.S. Equity Fund Class III
|
|
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|
HHM Wealth Advisors, LLC
|
|
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VYCBX - Voya EQUITY TRUST - Voya Corporate Leaders(R) 100 Fund Class C
|
|
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Woodline Partners LP
|
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Vermillion Wealth Management, Inc.
|
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OPTZ - Advisor Managed Portfolios - Optimize Strategy Index ETF
|
|
|
|
|
|
PMUBX - Advisors' Inner Circle Fund III - PENN MUTUAL AM STRATEGIC INCOME FUND I Shares
|
|
|
|
|
|
Pineridge Advisors LLC
|
|
|
|
|
|
JAFMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Health Sciences Trust NAV
|
|
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Burney Co/
|
|
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|
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ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
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|
John Hancock Hedged Equity & Income Fund
|
|
|
|
|
|
Hilltop National Bank
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Bond Market Index Account Class 1
|
|
|
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|
|
Clarion Wealth Managment Partners, LLC
|
|
|
|
|
|
Palisade Asset Management, LLC
|
|
|
|
|
|
Riverview Trust Co
|
|
|
|
|
|
Mayflower Financial Advisors, LLC
|
|
|
|
|
|
FPCIX - Fidelity Rutland Square Trust II - Strategic Advisers Core Income Fund
|
|
|
|
|
|
Pathway Financial Advisers, LLC
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Global Health Care Fund Class IA Shares
|
|
|
|
|
|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
|
|
|
|
|
EIVPX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Volatility Risk Premium - Defensive Fund Institutional Class
|
|
|
|
|
|
Nissay Asset Management Corp /japan/ /adv
|
|
|
|
|
|
Global Trust Asset Management, LLC
|
|
|
|
|
|
VLLU - Harbor ETF Trust - Harbor AlphaEdge Large Cap Value ETF
|
|
|
|
|
|
Osborne Partners Capital Management, Llc
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
Gabelli Healthcare & Wellnessrx Trust
|
|
|
|
|
|
UNIY - WisdomTree Trust - WisdomTree Voya Yield Enhanced USD Universal Bond Fund N/A
|
|
|
|
|
|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
|
|
|
Madison Asset Management, LLC
|
|
|
|
|
|
Alliance Wealth Advisors, LLC
|
|
|
|
|
|
PENN SERIES FUNDS INC - Index 500 Fund
|
|
|
|
|
|
Wealthbridge Capital Management, Llc
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
Charles Schwab Trust Co
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF
|
|
|
|
|
|
Tcw Group Inc
|
|
|
|
|
|
Uncommon Cents Investing LLC
|
|
|
|
|
|
F&V Capital Management, LLC
|
|
|
|
|
|
Souders Financial Advisors
|
|
|
|
|
|
Cohen Capital Management, Inc.
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A2
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
SNS Financial Group, LLC
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Total Return Bond Fund Class II
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
Private Capital Advisors, Inc.
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
APG Asset Management US Inc.
|
|
|
|
|
|
FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund
|
|
|
|
|
|
First Interstate Bank
|
|
|
|
|
|
Gts Securities Llc
|
|
|
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
|
|
|
|
|
|
CGBL - Capital Group Core Balanced ETF - Capital Group Core Balanced ETF Share Class
|
|
|
|
|
|
Woodstock Corp
|
|
|
|
|
|
GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
|
|
|
Hoxton Planning & Management, LLC
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
PRHSX - T. Rowe Price Health Sciences Fund, Inc. - T. Rowe Price Health Sciences Fund, Inc.
|
|
|
|
|
|
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
|
|
|
|
|
|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
DT Investment Partners, LLC
|
|
|
|
|
|
FFLV - FIDELITY COVINGTON TRUST - Fidelity Fundamental Large Cap Value ETF
|
|
|
|
|
|
SUSC - iSHARES TRUST - iShares ESG USD Corporate Bond ETF
|
|
|
|
|
|
Legacy Investment Solutions, LLC
|
|
|
|
|
|
Groupama Asset Managment
|
|
|
|
|
|
Jacobi Capital Management LLC
|
|
|
|
|
|
Capital International Sarl
|
|
|
|
|
|
Sage Mountain Advisors LLC
|
|
|
|
|
|
National Asset Management, Inc.
|
|
|
|
|
|
Bard Financial Services, Inc.
|
|
|
|
|
|
MANNING & NAPIER FUND, INC. - Callodine Equity Income Series Class I
|
|
|
|
|
|
Millstone Evans Group, LLC
|
|
|
|
|
|
Robeco Schweiz AG
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
Hudson Portfolio Management LLC
|
|
|
|
|
|
LSVGX - ADVISORS' INNER CIRCLE FUND - LSV Global Value Fund Institutional Class Shares
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
PWV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Large Cap Value ETF
|
|
|
|
|
|
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
|
|
|
|
|
|
Lawson Kroeker Investment Management Inc/ne
|
|
|
|
|
|
Duncker Streett & Co Inc
|
|
|
|
|
|
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
|
|
|
|
|
|
SPYD - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 High Dividend ETF
|
|
|
|
|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
CBOE Vest Financial, LLC
|
|
|
|
|
|
Keystone Financial Planning, Inc.
|
|
|
|
|
|
SummitTX Capital, L.P.
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
TGGBX - TCW FUNDS INC - TCW Global Bond Fund Class I
|
|
|
|
|
|
Capital Fund Management S.a.
|
|
|
|
|
|
INUTX - Columbia Funds Series Trust II - Columbia Dividend Opportunity Fund Class A
|
|
|
|
|
|
10Elms LLP
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
|
|
|
|
|
Evelyn Partners Investment Management LLP
|
|
|
|
|
|
FSHCX - FIDELITY SELECT PORTFOLIOS - Health Care Services Portfolio
|
|
|
|
|
|
WealthTrust Axiom LLC
|
|
|
|
|
|
Sigma Planning Corp
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
|
WBIG - Absolute Shares Trust - WBI BullBear Yield 3000 ETF
|
|
|
|
|
|
Davidson Investment Advisors
|
|
|
|
|
|
Addison Capital Co
|
|
|
|
|
|
Kessler Investment Group, LLC
|
|
|
|
|
|
Rafferty Asset Management, LLC
|
|
|
|
|
|
Polaris Capital Management, LLC
|
|
|
|
|
|
Canal Insurance CO
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
Wincap Financial Llc
|
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
|
Allianz Se
|
|
|
|
|
|
Hennessy Advisors Inc
|
|
|
|
|
|
FEUS - FlexShares Trust - FlexShares ESG & Climate US Large Cap Core Index Fund
|
|
|
|
|
|
Banco Santander, S.A.
|
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
|
|
|
|
|
NJ State Employees Deferred Compensation Plan
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA LARGE CAP VALUE SERIES
|
|
|
|
|
|
Great Lakes Advisors, Llc
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
Syverson Strege & Co
|
|
|
|
|
|
FineMark National Bank & Trust
|
|
|
|
|
|
Grimes & Company, Inc.
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF
|
|
|
|
|
|
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A
|
|
|
|
|
|
JMTSX - JPMorgan Trust I - JPMorgan Total Return Fund Class I
|
|
|
|
|
|
Avidian Wealth Solutions, LLC
|
|
|
|
|
|
Monetary Management Group Inc
|
|
|
|
|
|
Morey & Quinn Wealth Partners, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Income Builder Portfolio Initial Class
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio
|
|
|
|
|
|
FLKSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock K6 Fund
|
|
|
|
|
|
Mjp Associates Inc /adv
|
|
|
|
|
|
LQAI - Exchange Listed Funds Trust - LG QRAFT AI-Powered U.S. Large Cap Core ETF
|
|
|
|
|
|
LKOR - FlexShares Trust - FlexShares Credit-Scored US Long Corporate Bond Index Fund
|
|
|
|
|
|
Nbt Bank N A /ny
|
|
|
|
|
|
Humankind Investments LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
|
|
|
|
|
SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A
|
|
|
|
|
|
Stanley-Laman Group, Ltd.
|
|
|
|
|
|
AIVSX - INVESTMENT CO OF AMERICA - INVESTMENT CO OF AMERICA Class A
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
Quadrant Private Wealth Management, LLC
|
|
|
|
|
|
SCOAX - Sei Institutional Investments Trust - Siit Core Fixed Income - Class A
|
|
|
|
|
|
Strategic Planning, Inc.
|
|
|
|
|
|
Morningstar Investment Management LLC
|
|
|
|
|
|
Eaton Vance Tax-managed Buy-write Income Fund
|
|
|
|
|
|
FBGRX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth Fund
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
Meeder Asset Management Inc
|
|
|
|
|
|
Coastal Bridge Advisors, LLC
|
|
|
|
|
|
DRFAX - DAVIS NEW YORK VENTURE FUND INC - Davis Research Fund Class A
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A3
|
|
|
|
|
|
ARGA Investment Management, LP
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
Cito Capital Group, LLC
|
|
|
|
|
|
MMBEX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Bond Asset Fund Class I
|
|
|
|
|
|
Camber Capital Management LP
|
|
|
|
|
|
FTRFX - FEDERATED TOTAL RETURN SERIES INC - Federated Total Return Bond Fund Service Shares
|
|
|
|
|
|
JIEMX - John Hancock Funds II - Equity Income Fund Class NAV
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
St. Louis Financial Planners Asset Management, LLC
|
|
|
|
|
|
Stamos Capital Partners, L.p.
|
|
|
|
|
|
Susquehanna Portfolio Strategies, LLC
|
|
|
|
|
|
Bayforest Capital Ltd
|
|
|
|
|
|
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A
|
|
|
|
|
|
Putnam Fl Investment Management Co
|
|
|
|
|
|
Variable Insurance Products Fund V - Investment Grade Bond II Portfolio Initial Class
|
|
|
|
|
|
Roxbury Financial LLC
|
|
|
|
|
|
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund
|
|
|
|
|
|
SPC Financial, Inc.
|
|
|
|
|
|
MML Series Investment Fund II - MML Managed Bond Fund Initial Class
|
|
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Clean Yield Group
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Bridgewater Advisors Inc.
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IFG Advisory, LLC
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HYLG - Global X Funds - Global X Health Care Covered Call & Growth ETF
|
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|
NCRIX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Core Bond Fund Investor Class
|
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|
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF
|
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|
JNL SERIES TRUST - JNL/Mellon Healthcare Sector Fund (I)
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|
Pure Financial Advisors, Inc.
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|
Gibbs Wealth Management
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Amalgamated Bank
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|
SUNAMERICA SERIES TRUST - SA JPMorgan Equity-Income Portfolio Class 1
|
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|
Bridge Creek Capital Management LLC
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|
Novem Group
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Tortoise Investment Management, LLC
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CCMG - EA Series Trust - CCM Global Equity ETF
|
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Modern Wealth Management, LLC
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DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
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FIBUX - FIDELITY SALEM STREET TRUST - Fidelity Flex U.S. Bond Index Fund
|
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Eagle Wealth Strategies Llc
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Manchester Capital Management LLC
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Sterling Capital Management LLC
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Brandes Investment Partners, Lp
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Financial Perspectives, Inc
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Bahl & Gaynor Inc
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Advyzon Investment Management, LLC
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Inscription Capital, LLC
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California Public Employees Retirement System
|
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Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Core Equity Fund
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Universal- Beteiligungs- und Servicegesellschaft mbH
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SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
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Comerica Bank
|
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Avantra Family Wealth, Inc.
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FTA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Value AlphaDEX Fund
|
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Dixon Fnancial Services, Inc.
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Dimensional Fund Advisors Lp
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Czech National Bank
|
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Edgar Lomax Co/va
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Brighthouse Funds Trust I - TCW Core Fixed Income Portfolio Class A
|
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HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
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Clear Investment Research, Llc
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Johnson Financial Group, Inc.
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Versor Investments LP
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FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
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|
MidWestOne Financial Group, Inc.
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FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund
|
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GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional
|
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Roble, Belko & Company, Inc
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Pinney & Scofield, Inc.
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Strategic Investment Solutions, Inc. /IL
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Atlantic Private Wealth, LLC
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Frank, Rimerman Advisors LLC
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PGVFX - FORUM FUNDS - Polaris Global Value Fund
|
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First United Bank Trust/
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BankPlus Trust Department
|
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PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
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MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund
|
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Teacher Retirement System Of Texas
|
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PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
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BBAG - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Aggregate Bond ETF
|
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|
Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A
|
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|
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
|
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|
GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A
|
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FBCGX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth K6 Fund
|
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|
Northstar Group, Inc.
|
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Meiji Yasuda Asset Management Co Ltd.
|
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Dfa Investment Trust Co - The U.s. Large Cap Value Series
|
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|
Lester Murray Antman dba SimplyRich
|
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|
Hartford Financial Management Inc.
|
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|
BLACKROCK BASIC VALUE FUND, INC. - BLACKROCK BASIC VALUE FUND, INC. Investor A
|
|
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|
V-Square Quantitative Management LLC
|
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|
Harbor Capital Advisors, Inc.
|
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RMG Wealth Management LLC
|
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|
Ardsley Advisory Partners Lp
|
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Brown Wealth Management, Llc
|
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Mmbg Investment Advisors Co.
|
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Commerce Bank
|
|
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|
Maryland Capital Advisors Inc.
|
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QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
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|
Peapack Gladstone Financial Corp
|
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|
Goelzer Investment Management, Inc.
|
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|
Alpine Total Dynamic Dividend Fund
|
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|
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|
Great West Life Assurance Co /can/
|
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|
Wealth Effects Llc
|
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|
Citizens Financial Group Inc/ri
|
|
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|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
|
|
|
|
Farmers National Bank
|
|
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|
Mount Yale Investment Advisors, LLC
|
|
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|
NCPB - Nushares ETF Trust - Nuveen Core Plus Bond ETF
|
|
|
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|
|
Kiltearn Partners LLP
|
|
|
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|
PFM Health Sciences, LP
|
|
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|
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|
Plan Group Financial, LLC
|
|
|
|
|
|
Dixon Mitchell Investment Counsel Inc.
|
|
|
|
|
|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Balanced Portfolio
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
Capstone Investment Advisors, Llc
|
|
|
|
|
|
Optivise Advisory Services LLC
|
|
|
|
|
|
VBLLX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Institutional Shares
|
|
|
|
|
|
RPEAX - DAVIS SERIES INC - Davis Opportunity Fund Class A
|
|
|
|
|
|
FLDZ - Listed Funds Trust - RiverNorth Patriot ETF
|
|
|
|
|
|
Nova Wealth Management, Inc.
|
|
|
|
|
|
Quest 10 Wealth Builders, Inc.
|
|
|
|
|
|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
DLHAX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Healthcare Fund Class A
|
|
|
|
|
|
Truvestments Capital Llc
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Growers ETF
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Twin Lakes Capital Management, LLC
|
|
|
|
|
|
GIBAX - GUGGENHEIM FUNDS TRUST - Guggenheim Total Return Bond Fund A-Class
|
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
Essex Savings Bank
|
|
|
|
|
|
Indiana Trust & Investment Management CO
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
ACVF - ETF Opportunities Trust - American Conservative Values ETF
|
|
|
|
|
|
Syon Capital Llc
|
|
|
|
|
|
Summit Financial, LLC
|
|
|
|
|
|
National Pension Service
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Value
|
|
|
|
|
|
Caas Capital Management Lp
|
|
|
|
|
|
RFG Advisory, LLC
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic Wellington Research Managed Risk Portfolio
|
|
|
|
|
|
VLTCX - VANGUARD SCOTTSDALE FUNDS - Vanguard Long-Term Corporate Bond Index Fund Admiral Shares
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
|
|
|
|
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Income Portfolio Class 1
|
|
|
|
|
|
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
|
|
|
|
|
FXG - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Staples AlphaDEX Fund
|
|
|
|
|
|
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND - Value Portfolio Initial Class
|
|
|
|
|
|
Twin Tree Management, LP
|
|
|
|
|
|
Legacy Wealth Managment, LLC/ID
|
|
|
|
|
|
ASR Vermogensbeheer N.V.
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
VAUGHAN & Co SECURITIES, INC.
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
RPLCX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional Long Duration Credit Fund
|
|
|
|
|
|
DBOAX - BNY Mellon Investment Funds VI - BNY Mellon Balanced Opportunity Fund Class A
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund
|
|
|
|
|
|
New Covenant Trust Company, N.A.
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND III - Value Strategies Portfolio Initial Class
|
|
|
|
|
|
Cozad Asset Management Inc
|
|
|
|
|
|
GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
|
|
|
|
|
JNL SERIES TRUST - JNL Bond Index Fund (I)
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Diversified Value Portfolio
|
|
|
|
|
|
LQD - iSHARES TRUST - iShares iBoxx $ Investment Grade Corporate Bond ETF
|
|
|
|
|
|
WDIV - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR S&P Global Dividend ETF
|
|
|
|
|
|
Keynote Financial Services Llc
|
|
|
|
|
|
Korea Investment CORP
|
|
|
|
|
|
Kera Capital Partners, Inc.
|
|
|
|
|
|
BFCAX - AMERICAN FUNDS CORPORATE BOND FUND - AMERICAN FUNDS CORPORATE BOND FUND Class A
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
VIRTUS VARIABLE INSURANCE TRUST - VIRTUS STRATEGIC ALLOCATION SERIES Class A
|
|
|
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
|
|
|
|
|
|
FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class
|
|
|
|
|
|
Romano Brothers And Company
|
|
|
|
|
|
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
Vivaldi Capital Management, LLC
|
|
|
|
|
|
Olstein Capital Management, L.P.
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
Persium Advisors, LLC
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
EPSPX - MAINSTAY FUNDS TRUST - MainStay Epoch Global Equity Yield Fund Class A
|
|
|
|
|
|
Cutler Investment Counsel Llc
|
|
|
|
|
|
Gladstone Institutional Advisory LLC
|
|
|
|
|
|
YLDE - Legg Mason ETF Investment Trust - ClearBridge Dividend Strategy ESG ETF
|
|
|
|
|
|
Vega Investment Solutions
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
|
|
|
ILUAX - Voya VARIABLE PORTFOLIOS INC - Voya U.S. Bond Index Portfolio Class ADV
|
|
|
|
|
|
Foster & Motley Inc
|
|
|
|
|
|
Murphy & Mullick Capital Management Corp
|
|
|
|
|
|
Bellwether Advisors, LLC
|
|
|
|
|
|
Legacy CG, LLC
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
APCB - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive Core Bond ETF
|
|
|
|
|
|
VWNDX - VANGUARD WINDSOR FUNDS - Vanguard Windsor Fund Investor Shares
|
|
|
|
|
|
Kennondale Capital Management LLC
|
|
|
|
|
|
Kcm Investment Advisors Llc
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
Adirondack Trust Co
|
|
|
|
|
|
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
|
|
|
|
|
|
AIA Group Ltd
|
|
|
|
|
|
Parkman Healthcare Partners LLC
|
|
|
|
|
|
Alliance Wealth Advisors, LLC /UT
|
|
|
|
|
|
BLACKROCK EQUITY DIVIDEND FUND - BLACKROCK EQUITY DIVIDEND FUND Investor A
|
|
|
|
|
|
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
|
|
|
|
|
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
|
|
|
|
|
UVALX - USAA MUTUAL FUNDS TRUST - Value Fund Shares
|
|
|
|
|
|
Great Valley Advisor Group, Inc.
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Multi-Cap Core Fund Class IA Shares
|
|
|
|
|
|
BRNY - EA Series Trust - Burney U.S. Factor Rotation ETF
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equity And Income Fund Series I
|
|
|
|
|
|
Moors & Cabot, Inc.
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2
|
|
|
|
|
|
RMR Wealth Builders
|
|
|
|
|
|
Hgk Asset Management Inc
|
|
|
|
|
|
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I
|
|
|
|
|
|
Shorepoint Capital Partners LLC
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
Home Federal Bank Of Tennessee
|
|
|
|
|
|
Krilogy Financial LLC
|
|
|
|
|
|
Bridgefront Capital, LLC
|
|
|
|
|
|
Generali Asset Management SPA SGR
|
|
|
|
|
|
Meridian Investment Counsel Inc.
|
|
|
|
|
|
McLean Asset Management Corp
|
|
|
|
|
|
Riggs Asset Managment Co. Inc.
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Growth Portfolio Class 1
|
|
|
|
|
|
Kennedy Capital Management, Inc.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1
|
|
|
|
|
|
WBND - Legg Mason ETF Investment Trust - Western Asset Total Return ETF
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares
|
|
|
|
|
|
Pettee Investors, Inc.
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
|
New England Asset Management Inc
|
|
|
|
|
|
BAGIX - BAIRD FUNDS INC - Baird Aggregate Bond Fund Institutional
|
|
|
|
|
|
IGLB - iSHARES TRUST - iShares Long-Term Corporate Bond ETF
|
|
|
|
|
|
FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund
|
|
|
|
|
|
Cornerstone Total Return Fund Inc
|
|
|
|
|
|
Fisher Funds Management LTD
|
|
|
|
|
|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
|
|
|
|
NYVTX - DAVIS NEW YORK VENTURE FUND INC - Davis New York Venture Fund Class A
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
MSTGX - Morningstar Funds Trust - Morningstar Global Income Fund
|
|
|
|
|
|
Dodge & Cox
|
|
|
|
|
|
DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF
|
|
|
|
|
|
Landscape Capital Management, L.l.c.
|
|
|
|
|
|
Morton Community Bank
|
|
|
|
|
|
Mesirow Financial Investment Management, Inc.
|
|
|
|
|
|
ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A
|
|
|
|
|
|
Tectonic Advisors Llc
|
|
|
|
|
|
PJFV - PGIM ETF TRUST - PGIM Jennison Focused Value ETF
|
|
|
|
|
|
Arrowstreet Capital, Limited Partnership
|
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|
Jupiter Asset Management Ltd
|
|
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|
Argent Trust Co
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
SRHQ - Elevation Series Trust - SRH U.S. Quality ETF
|
|
|
|
|
|
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
|
|
|
|
|
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class
|
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|
|
|
|
ITEAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Equity Income Portfolio Class ADV
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
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|
First Citizens Bank & Trust Co
|
|
|
|
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|
DIVHX - CUTLER TRUST - Cutler Equity Fund Class II Shares
|
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|
ABCS - EA Series Trust - ALPHA BLUE CAPITAL US SMALL-MID CAP DYNAMIC ETF
|
|
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|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
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|
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|
Moore Capital Management, Lp
|
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|
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|
WRLDX - ADVISORS SERIES TRUST - Scharf Global Opportunity Fund Retail Class
|
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|
Cullen Investment Group, Ltd.
|
|
|
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|
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Rising Dividends Fund Class C
|
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|
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|
Tokio Marine Asset Management Co Ltd
|
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Minot DeBlois Advisors LLC
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VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares
|
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Stephenson National Bank & Trust
|
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JPMorgan Institutional Trust - JPMorgan Core Bond Trust
|
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Resonant Capital Advisors, LLC
|
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|
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|
|
SUNAMERICA SERIES TRUST - SA Legg Mason BW Large Cap Value Portfolio Class 1
|
|
|
|
|
|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
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|
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|
Franklin Templeton Variable Insurance Products Trust - Franklin Mutual Shares Vip Fund Class 1
|
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|
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|
GSRAX - GOLDMAN SACHS TRUST - Goldman Sachs Rising Dividend Growth Fund Class A
|
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|
PDS Planning, Inc
|
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|
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Zurich Insurance Group Ltd/FI
|
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|
Battery Global Advisors, LLC
|
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|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
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|
|
Global Retirement Partners, LLC
|
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|
Whalerock Point Partners, Llc
|
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Six Circles Trust - Six Circles Global Bond Fund
|
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|
OmniStar Financial Group, Inc.
|
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Stonebridge Capital Advisors LLC
|
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Eisler Capital Management Ltd.
|
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EAGG - iSHARES TRUST - iShares ESG U.S. Aggregate Bond ETF
|
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SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
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|
|
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DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
|
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|
Elevation Series Trust - TrueShares Active Yield ETF
|
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ESL Trust Services, LLC
|
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Optimum Investment Advisors
|
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Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Bond Fund Class 1
|
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|
Holderness Investments Co
|
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|
Crestwood Advisors Group LLC
|
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Mizuho Markets Cayman LP
|
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|
Highline Wealth Partners Llc
|
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|
Dogwood Wealth Management LLC
|
|
|
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|
|
Nuveen Multi-Asset Income Fund
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
|
|
|
|
Ing Groep Nv
|
|
|
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|
1st Source Bank
|
|
|
|
|
|
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
|
|
|
|
|
|
FIXD - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust TCW Opportunistic Fixed Income ETF
|
|
|
|
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|
Employees Retirement System of Texas
|
|
|
|
|
|
ABMVX - AB CAP FUND, INC. - AB Mid Cap Value Portfolio Class Z
|
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|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A
|
|
|
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|
FEQTX - FIDELITY FINANCIAL TRUST - Fidelity Equity Dividend Income Fund
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
BKD Wealth Advisors, LLC
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
Koss-Olinger Consulting, LLC
|
|
|
|
|
|
Baader Bank INC
|
|
|
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|
San Luis Wealth Advisors LLC
|
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|
Poinciana Advisors Group, Llc
|
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|
|
Modera Wealth Management, LLC
|
|
|
|
|
|
Penobscot Investment Management Company, Inc.
|
|
|
|
|
|
FDBAX - FEDERATED INVESTMENT SERIES FUNDS INC - Federated Bond Fund Class A Shares
|
|
|
|
|
|
Midwest Trust Co
|
|
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|
|
|
Archer Investment Corp
|
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|
Beese Fulmer Investment Management, Inc.
|
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|
Flagship Harbor Advisors, Llc
|
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|
TCPB - Thrivent ETF Trust - Thrivent Core Plus Bond ETF
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
NEFSX - Natixis Funds Trust I - Natixis U.S. Equity Opportunities Fund Class A
|
|
|
|
|
|
Northside Capital Management, LLC
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Balanced Fund Class 3
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST Western Asset Core Plus Bond Portfolio
|
|
|
|
|
|
TOWER TRUST & INVESTMENT Co
|
|
|
|
|
|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
|
|
|
|
Traub Capital Management LLC
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
Mediolanum International Funds Ltd
|
|
|
|
|
|
Intrua Financial, LLC
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
LS Investment Advisors, LLC
|
|
|
|
|
|
FDMLX - FIDELITY PURITAN TRUST - Fidelity Series Intrinsic Opportunities Fund
|
|
|
|
|
|
Putnam Funds Trust - Putnam Multi-cap Core Fund Class A
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Global Growth and Income Fund Class 1
|
|
|
|
|
|
LQDB - iSHARES TRUST - iShares BBB Rated Corporate Bond ETF
|
|
|
|
|
|
Focus Financial Network, Inc.
|
|
|
|
|
|
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
|
|
|
|
|
Centennial Bank/AR/
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
Slagle Financial, LLC
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
CarsonAllaria Wealth Management, Ltd.
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
WESPAC Advisors, LLC
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
ZABDFX - American Beacon Institutional Funds Trust - American Beacon Diversified Fund AAL Class
|
|
|
|
|
|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
|
|
|
|
Brighthouse Funds Trust I - T. Rowe Price Large Cap Value Portfolio Class A
|
|
|
|
|
|
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Income Fund Initial Class
|
|
|
|
|
|
Robertson Stephens Wealth Management, LLC
|
|
|
|
|
|
Cobalt Capital Management, Inc.
|
|
|
|
|
|
Primecap Management Co/ca/
|
|
|
|
|
|
Strategic Investment Advisors / MI
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
Sargent Investment Group, LLC
|
|
|
|
|
|
PFS Partners, LLC
|
|
|
|
|
|
Leo Wealth, LLC
|
|
|
|
|
|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
|
|
|
|
|
BIVIX - NORTHERN LIGHTS FUND TRUST II - Invenomic Fund Institutional Class shares
|
|
|
|
|
|
Gifford Fong Associates
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
CZAMX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Alternative Strategies Fund Institutional Class
|
|
|
|
|
|
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
|
|
|
|
|
Gables Capital Management Inc.
|
|
|
|
|
|
HSGFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Growth Fund
|
|
|
|
|
|
Curat Global, LLC
|
|
|
|
|
|
Atwood & Palmer Inc
|
|
|
|
|
|
Core Alternative Capital
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Basic Value V.I. Fund Class I
|
|
|
|
|
|
Prelude Capital Management, Llc
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
CWGIX - CAPITAL WORLD GROWTH & INCOME FUND - CAPITAL WORLD GROWTH & INCOME FUND Class A
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
|
|
|
|
Pacifica Partners Inc.
|
|
|
|
|
|
Canada Post Corp Registered Pension Plan
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
Holocene Advisors, LP
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
|
|
|
|
LMORX - Advisor Managed Portfolios - Patient Opportunity Trust Class R
|
|
|
|
|
|
Prudential Plc
|
|
|
|
|
|
Union Bancaire Privee, UBP SA
|
|
|
|
|
|
Westside Investment Management, Inc.
|
|
|
|
|
|
First Heartland Consultants, Inc.
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
Camden Capital, LLC
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
Western Wealth Management, LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
Family Legacy Financial Solutions, LLC
|
|
|
|
|
|
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF
|
|
|
|
|
|
T. Rowe Price Investment Management, Inc.
|
|
|
|
|
|
Engineers Gate Manager LP
|
|
|
|
|
|
AlphaCore Capital LLC
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
Pallas Capital Advisors LLC
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
International Assets Investment Management, Llc
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
VVBVX - Venerable Variable Insurance Trust - Venerable Strategic Bond Fund Class V
|
|
|
|
|
|
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class
|
|
|
|
|
|
Athena Investment Management
|
|
|
|
|
|
Brookwood Investment Group LLC
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
|
|
|
|
|
|
Haverford Trust Co
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
Cullinan Associates Inc
|
|
|
|
|
|
Bull Street Advisors, LLC
|
|
|
|
|
|
PRSNX - T. Rowe Price Global Multi-Sector Bond Fund, Inc. - T. Rowe Price Global Multi-Sector Bond Fund, Inc.
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
Compass Financial Services Inc
|
|
|
|
|
|
BOYAX - BOYAR VALUE FUND INC - BOYAR VALUE FUND INC Class A Shares
|
|
|
|
|
|
Concord Asset Management, LLC/VA
|
|
|
|
|
|
Fortis Group Advisors, LLC
|
|
|
|
|
|
StoneX Group Inc.
|
|
|
|
|
|
QLMETX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Dividend Strategy Portfolio Class II
|
|
|
|
|
|
FAVFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Fund Class A
|
|
|
|
|
|
Ausdal Financial Partners, Inc.
|
|
|
|
|
|
RYZAX - RYDEX SERIES FUNDS - S&P 500 Pure Value Fund Class H
|
|
|
|
|
|
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
|
|
|
|
|
|
Scotia Capital Inc.
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
|
|
|
|
Seizert Capital Partners, Llc
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
Excalibur Management Corp
|
|
|
|
|
|
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class
|
|
|
|
|
|
Williams Financial, LLC
|
|
|
|
|
|
Everett Harris & Co /ca/
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
Institute for Wealth Management, LLC.
|
|
|
|
|
|
Prevail Innovative Wealth Advisors, Llc
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
Ameriflex Group, Inc.
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
Eads & Heald Wealth Management
|
|
|
|
|
|
COPY - RBB Fund Trust - Tweedy, Browne Insider + Value ETF
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
NMIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Enhanced Core Fund Class A
|
|
|
|
|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
|
|
|
|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
|
|
|
|
|
Alteri Wealth LLC
|
|
|
|
|
|
Hollencrest Capital Management
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
One Capital Management, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
|
|
|
|
Sender Co & Partners, Inc.
|
|
|
|
|
|
NAWGX - Voya MUTUAL FUNDS - Voya Global Equity Fund Class A
|
|
|
|
|
|
Sagespring Wealth Partners, Llc
|
|
|
|
|
|
Volterra Technologies LP
|
|
|
|
|
|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
|
|
|
|
|
CGCV - Capital Group Conservative Equity ETF - Capital Group Conservative Equity ETF Share Class
|
|
|
|
|
|
TD Capital Management LLC
|
|
|
|
|
|
AQGNX - AQR Funds - AQR Global Equity Fund Class N
|
|
|
|
|
|
Wealth Alliance
|
|
|
|
|
|
CFIAX - Columbia Funds Series Trust II - Columbia Flexible Capital Income Fund Class A
|
|
|
|
|
|
Crescent Grove Advisors, LLC
|
|
|
|
|
|
Northern Lights Fund Trust - BTS Enhanced Equity Income Fund - Class I
|
|
|
|
|
|
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
|
|
|
|
|
IWL - iSHARES TRUST - iShares Russell Top 200 ETF
|
|
|
|
|
|
PPADX - GMO TRUST - GMO U.S. Opportunistic Value Fund Class III
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
AFVLX - World Funds Trust - Applied Finance Select Fund Investor Class
|
|
|
|
|
|
Altfest L J & Co Inc
|
|
|
|
|
|
Cornercap Investment Counsel Inc
|
|
|
|
|
|
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
|
|
|
|
|
Mount Lucas Management LP
|
|
|
|
|
|
BCU Wealth Advisors, LLC
|
|
|
|
|
|
McIlrath & Eck, LLC
|
|
|
|
|
|
Wellington Shields & Co., LLC
|
|
|
|
|
|
DODBX - DODGE & COX FUNDS - Dodge & Cox Balanced Fund
|
|
|
|
|
|
Douglas Lane & Associates, LLC
|
|
|
|
|
|
Coston, McIsaac & Partners
|
|
|
|
|
|
Checchi Capital Advisers, LLC
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
Capital Investment Advisors, LLC
|
|
|
|
|
|
Bradley Foster & Sargent Inc/ct
|
|
|
|
|
|
PSLDX - PIMCO FUNDS - PIMCO StocksPLUS Long Duration Fund Institutional
|
|
|
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
|
|
|
|
|
|
St. Johns Investment Management Company, LLC
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
IVKAX - Voya PARTNERS INC - VY(R) Invesco Comstock Portfolio Class ADV
|
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GCOR - Goldman Sachs ETF Trust - Goldman Sachs Access U.S. Aggregate Bond ETF
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Windward Capital Management Co /ca
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Steward Partners Investment Advisory, Llc
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QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
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Coldstream Capital Management Inc
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Permit Capital, LLC
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IMG Wealth Management, Inc.
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Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Disciplined Core Fund Class 3
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Credit Agricole S A
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LCORX - Managed Portfolio Series - Leuthold Core Investment Fund Retail Class
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Banque Pictet & Cie Sa
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Formidable Asset Management, LLC
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Blueshift Asset Management, LLC
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Varma Mutual Pension Insurance Co
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L.m. Kohn & Company
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Icon Wealth Advisors, LLC
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SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
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VCI Wealth Management LLC
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SOPAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Dividend Strategy Fund Class A
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XHS - SPDR SERIES TRUST - SPDR(R) S&P(R) Health Care Services ETF
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Equitable Holdings, Inc.
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Palouse Capital Management, Inc.
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Columbia Asset Management
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Cibc World Markets Corp
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Brinker Capital Investments, LLC
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Securian Funds Trust - SFT Core Bond Fund Class 1
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OAKMX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Fund Investor Class
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AZNAX - ALLIANZ FUNDS - AllianzGI Income & Growth Fund Class A
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Stock Yards Bank & Trust Co
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ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A
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Kingsview Wealth Management, LLC
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Glen Eagle Advisors, LLC
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MASTERINVEST Kapitalanlage GmbH
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Ransom Advisory, Ltd
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Horrell Capital Management, Inc.
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Blume Capital Management, Inc.
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Community Bank, N.A.
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Wesbanco Bank Inc
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Delta Asset Management Llc/tn
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Kinneret Advisory, LLC
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Activest Wealth Management
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Wolverine Asset Management Llc
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FHLC - FIDELITY COVINGTON TRUST - Fidelity MSCI Health Care Index ETF
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Wealthspire Advisors, LLC
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MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
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GK Wealth Management LLC
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Rakuten Investment Management, Inc.
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Fairman Group, LLC
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Guggenheim Strategic Opportunities Fund
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Tsfg, Llc
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Busey Wealth Management
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Cary Street Partner Investment Advisory Llc
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Canton Hathaway, LLC
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Lathrop Investment Management Corp
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Apollon Wealth Management, LLC
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Eastern Bank
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Ubs Asset Management Americas Inc
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MASTER INVESTMENT PORTFOLIO - U.S. Total Bond Index Master Portfolio
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EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
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QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
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Putney Financial Group LLC
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ELQD - iSHARES TRUST - iShares ESG Advanced Investment Grade Corporate Bond ETF
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Generali Investments CEE, investicni spolecnost, a.s.
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HSAFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Allocation Fund
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JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF
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S&t Bank/pa
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Point72 Asset Management, L.P.
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Cidel Asset Management Inc
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SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
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FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
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NAINX - VIRTUS EQUITY TRUST - VIRTUS TACTICAL ALLOCATION FUND Class A
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CX Institutional
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Mma Asset Management Llc
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Rockland Trust Co
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PRPIX - T. Rowe Price Corporate Income Fund, Inc. - T. Rowe Price Corporate Income Fund, Inc.
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HEJD - Victory Portfolios II - VictoryShares Hedged Equity Income ETF
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Brandywine Global Investment Management, LLC
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Diametric Capital, LP
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VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
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Integrated Advisors Network LLC
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Empower Advisory Group, LLC
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Nicolet Bankshares Inc
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Marco Investment Management Llc
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HCPIX - Profunds - Health Care Ultrasector Profund Investor Class
|
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Y-Intercept (Hong Kong) Ltd
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Whitebox Advisors Llc
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NCM Capital Management, LLC
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Chilton Capital Management Llc
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Nuveen, LLC
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VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares
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HCMAX - ALPS Series Trust - Hillman Value Fund
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SCJAX - STEWARD FUNDS, INC. - Steward Covered Call Income Fund Class A
|
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QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class
|
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Nebula Research & Development LLC
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Transamerica Financial Advisors, Inc.
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Essex LLC
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NCICX - NEW COVENANT FUNDS - New Covenant Income Fund
|
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Rathbone Brothers plc
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Alexander Randolph Advisory Inc
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DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
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DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF
|
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Bayesian Capital Management, LP
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Waycross Partners, Llc
|
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tru Independence LLC
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GLBL - Pacer Funds Trust - Pacer MSCI World Industry Advantage ETF
|
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Golden State Wealth Management, LLC
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Mpwm Advisory Solutions, Llc
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FVDFX - FIDELITY PURITAN TRUST - Fidelity Value Discovery Fund
|
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|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
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|
Hills Bank & Trust Co
|
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|
ICONIQ Capital, LLC
|
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|
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class
|
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|
Barnes Dennig Private Wealth Management LLC
|
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|
Bare Financial Services, Inc
|
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|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
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GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional
|
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|
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
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|
Swedbank AB
|
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|
SPEDX - ALGER FUNDS II - Alger Dynamic Opportunities Fund Class A
|
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CMPIX - PRINCIPAL FUNDS INC - Income Fund Class A
|
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Platinum Investment Management Ltd
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GCAEX - Gabelli Equity Series Funds Inc - The Gabelli Equity Income Fund Class A
|
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|
Allworth Financial LP
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|
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A
|
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|
Howe & Rusling Inc
|
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|
ENDW - EA Series Trust - Cambria Endowment Style ETF
|
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|
PWDAX - Northern Lights Fund Trust - Power Dividend Index Fund Class A
|
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|
TEDIX - Franklin Mutual Series Funds - Franklin Mutual Global Discovery Fund Class A
|
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|
Addison Advisors LLC
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|
Ariston Services Group
|
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|
Voya Investment Management Llc
|
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|
Vaughan Nelson Investment Management, L.p.
|
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|
Mml Investors Services, Llc
|
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|
Freestone Grove Partners LP
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Value Fund Standard Class II
|
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|
|
|
|
Davis Selected Advisers
|
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|
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|
|
Alpha Omega Wealth Management LLC
|
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|
|
TEQIX - Franklin Mutual Series Funds - Franklin Mutual Quest Fund Class A
|
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|
|
|
AGGY - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund N/A
|
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|
Nan Shan Life Insurance Co., Ltd.
|
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|
Poplar Forest Capital LLC
|
|
|
|
|
|
LSVMX - ADVISORS' INNER CIRCLE FUND - LSV U.S. MANAGED VOLATILITY FUND Institutional Class Shares
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Bond Index Fund Class Y
|
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|
|
|
|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
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|
Ontario Teachers Pension Plan Board
|
|
|
|
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|
Financial Advisors Network, Inc.
|
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|
Resona Asset Management Co.,Ltd.
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|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
|
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|
Thompson Davis & Co., Inc.
|
|
|
|
|
|
TQGEX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM Global Equity Fund
|
|
|
|
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|
Columbia Funds Variable Series Trust II - CTIVP - TCW Core Plus Bond Fund Class 1
|
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|
Bernard Wealth Management Corp.
|
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|
PSI Advisors, LLC
|
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|
Northern Lights Fund Trust IV - Brookstone Value Stock ETF
|
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|
FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6
|
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|
LQPE - Tidal Trust III - PEO AlphaQuest(TM) Thematic PE ETF
|
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|
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|
|
Keener Financial Planning LLC
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
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|
|
|
|
DUSA - Davis Fundamental ETF Trust - Davis Select U.S. Equity ETF
|
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|
|
|
|
UMA Financial Services, Inc.
|
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|
Westmount Partners, LLC
|
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|
Macquarie Group Ltd
|
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|
Cheviot Value Management, LLC
|
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|
SageView Advisory Group, LLC
|
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|
MBOVX - M FUND INC - M Large Cap Value Fund
|
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|
|
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|
Mn Services Vermogensbeheer B.V.
|
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|
Franklin Templeton Variable Insurance Products Trust - Franklin Mutual Global Discovery Vip Fund Class 1
|
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|
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|
XLV - SELECT SECTOR SPDR TRUST - The Health Care Select Sector SPDR Fund
|
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|
|
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|
Meyer Handelman Co
|
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|
|
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|
JAEEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Equity Income Trust NAV
|
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|
|
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|
Lyell Wealth Management, Lp
|
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|
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|
FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class
|
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|
|
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|
JGYIX - John Hancock Funds III - John Hancock Global Shareholder Yield Fund Class I
|
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|
Bell Investment Advisors, Inc
|
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|
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|
Stevens Capital Management Lp
|
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|
Summit X, LLC
|
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|
Capital Performance Advisors Llp
|
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|
Carret Asset Management, Llc
|
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|
Chiron Capital Management, Llc
|
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|
|
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|
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
Wealthfront Advisers Llc
|
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|
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|
|
Key FInancial Inc
|
|
|
|
|
|
Franklin Templeton ETF Trust - Western Asset Bond ETF
|
|
|
|
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|
ADAVX - Aberdeen Funds - Aberdeen Dynamic Dividend Fund Class A
|
|
|
|
|
|
Royal London Asset Management Ltd
|
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|
|
|
|
Ancora Advisors, LLC
|
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|
|
|
|
Lantz Financial LLC
|
|
|
|
|
|
MML Series Investment Fund II - MML Equity Fund Initial Class
|
|
|
|
|
|
J.Safra Asset Management Corp
|
|
|
|
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|
Jane Street Group, Llc
|
|
|
|
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|
Barrett & Company, Inc.
|
|
|
|
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|
NXTI - Simplify Exchange Traded Funds - Simplify Next Intangible Core Index ETF
|
|
|
|
|
|
Cladis Investment Advisory, LLC
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
Searle & Co.
|
|
|
|
|
|
SPMV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Minimum Variance ETF
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A4
|
|
|
|
|
|
Axa S.a.
|
|
|
|
|
|
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF
|
|
|
|
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|
AGG - iSHARES TRUST - iShares Core U.S. Aggregate Bond ETF
|
|
|
|
|
|
Armis Advisers, LLC
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Equity Dividend V.I. Fund Class I
|
|
|
|
|
|
Cigna Investments Inc /new
|
|
|
|
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|
Barclays Plc
|
|
|
|
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|
Raiffeisen Bank International AG
|
|
|
|
|
|
MWTIX - Metropolitan West Funds - Metropolitan West Total Return Bond Fund Class I
|
|
|
|
|
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
|
|
|
|
|
Legend Financial Advisors, Inc.
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
Ellsworth Advisors, LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - BlackRock NVIT Equity Dividend Fund Class I
|
|
|
|
|
|
BCS Private Wealth Management, Inc.
|
|
|
|
|
|
FOVL - iSHARES TRUST - iShares Focused Value Factor ETF
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
|
|
|
|
|
|
Beaton Management Co. Inc.
|
|
|
|
|
|
VMVLX - VANGUARD WORLD FUND - Vanguard Mega Cap Value Index Fund Institutional Shares
|
|
|
|
|
|
Partners in Financial Planning
|
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
|
SCXIX - Sei Institutional Managed Trust - Simt Core Fixed Income Fund Class I
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
IYK - iSHARES TRUST - iShares U.S. Consumer Goods ETF
|
|
|
|
|
|
FCDDX - NUVEEN INVESTMENT FUNDS INC - Nuveen Strategic Income Fund Class A
|
|
|
|
|
|
Iron Triangle Partners LP
|
|
|
|
|
|
TILCX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Value Fund
|
|
|
|
|
|
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Growth-Income Fund Class 1
|
|
|
|
|
|
RPV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Pure Value ETF
|
|
|
|
|
|
Waters Parkerson & Co., Llc
|
|
|
|
|
|
Greenwood Capital Associates Llc
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
Essex Financial Services, Inc.
|
|
|
|
|
|
Cloverfields Capital Group, Lp
|
|
|
|
|
|
Holistic Financial Partners
|
|
|
|
|
|
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
|
|
|
|
|
|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
FDVV - FIDELITY COVINGTON TRUST - Fidelity High Dividend ETF
|
|
|
|
|
|
Northwest & Ethical Investments L.P.
|
|
|
|
|
|
Harwood Advisory Group, LLC
|
|
|
|
|
|
PETZX - Gabelli Innovations Trust - Gabelli Pet Parents'(TM) Fund
|
|
|
|
|
|
Means Investment Co., Inc.
|
|
|
|
|
|
Proffitt & Goodson Inc
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
Beaird Harris Wealth Management, LLC
|
|
|
|
|
|
PCLVX - PACE SELECT ADVISORS TRUST - PACE Large Co Value Equity Investments Class P
|
|
|
|
|
|
Hara Capital LLC
|
|
|
|
|
|
Marshall Wace, Llp
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
Centennial Wealth Advisory LLC
|
|
|
|
|
|
HLIEX - JPMORGAN TRUST II - JPMorgan Equity Income Fund Class I
|
|
|
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|
|
IIBOX - Voya FUNDS TRUST - Voya Intermediate Bond Fund Class R
|
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|
Mendel Money Management
|
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|
|
Transce3nd, LLC
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|
Diversify Advisory Services, LLC
|
|
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|
|
New Age Alpha Advisors, LLC
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
Man Group plc
|
|
|
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|
Wilson & Boucher Capital Management, LLC
|
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|
CIBC Private Wealth Group, LLC
|
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|
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|
Patriot Financial Group Insurance Agency, LLC
|
|
|
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|
|
Standard Family Office LLC
|
|
|
|
|
|
Cornerstone Wealth Group, LLC
|
|
|
|
|
|
Atlas Capital Advisors Llc
|
|
|
|
|
|
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
|
|
|
|
|
|
GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class
|
|
|
|
|
|
FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund
|
|
|
|
|
|
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
|
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|
|
Legacy Bridge, LLC
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|
F/M Investments LLC
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Abn Amro Investment Solutions
|
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|
ILVFX - Columbia Funds Series Trust II - Columbia Integrated Large Cap Value Fund Institutional Class
|
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STNC - HENNESSY FUNDS TRUST - Hennessy Stance ESG Large Cap ETF
|
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Symmetry Partners, LLC
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Old Point Trust & Financial Services N A
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Pillar Financial Advisors, LLC
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E Fund Management Co., Ltd.
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Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
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|
Capital Analysts, Inc.
|
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Aaron Wealth Advisors LLC
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
KORP - AMERICAN CENTURY ETF TRUST - American Century Diversified Corporate Bond ETF
|
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Signet Investment Advisory Group, Inc.
|
|
|
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AGLOX - ARIEL INVESTMENT TRUST - Ariel Global Fund Investor Class
|
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|
|
WBIY - Absolute Shares Trust - WBI Power Factor High Dividend ETF
|
|
|
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|
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FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund
|
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LQIG - SPDR SERIES TRUST - SPDR MarketAxess Investment Grade 400 Corporate Bond ETF
|
|
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Transcend Wealth Collective, Llc
|
|
|
|
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DAACX - Adviser Managed Trust - Diversified Equity Fund
|
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|
BLACKROCK MID CAP DIVIDEND SERIES, INC. - BlackRock Mid Cap Dividend Fund Investor A
|
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First American Trust, Fsb
|
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Orion Capital Management LLC
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SIUSX - GUGGENHEIM FUNDS TRUST - Guggenheim Investment Grade Bond Fund A-Class
|
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DekaBank Deutsche Girozentrale
|
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Evolution Wealth Management Inc.
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Conning Inc.
|
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Northeast Investment Management
|
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Union Savings Bank
|
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Gabelli Dividend & Income Trust
|
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Oliver Lagore Vanvalin Investment Group
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Rexford Capital Inc
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Assetmark, Inc
|
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|
TVAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Value ETF
|
|
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|
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund
|
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|
Exencial Wealth Advisors, Llc
|
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FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class
|
|
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|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
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|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
|
|
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|
|
Central Pacific Bank - Trust Division
|
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|
|
Exeter Financial, LLC
|
|
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Value Partners Investments Inc.
|
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|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
|
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|
|
Private Advisor Group, LLC
|
|
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|
Texas Bank & Trust Co
|
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SOL Capital Management CO
|
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Invesco Ltd.
|
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|
DELAWARE VIP TRUST - Delaware VIP Growth and Income Series Standard
|
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|
Tri-continental Corp
|
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|
Scharf Investments, Llc
|
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FIL Ltd
|
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TESIX - Franklin Mutual Series Funds - Franklin Mutual Shares Fund Class A
|
|
|
|
|
|
CURE - Direxion Shares ETF Trust - Direxion Daily Healthcare Bull 3X Shares
|
|
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|
|
Bank of New York Mellon Corp
|
|
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|
|
|
Smith, Moore & Co.
|
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|
Kentucky Retirement Systems
|
|
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|
|
|
Candriam Luxembourg S.C.A.
|
|
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|
|
|
CFVAX - SEI Catholic Values Trust - Catholic Values Fixed Income Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
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|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
Ingalls & Snyder Llc
|
|
|
|
|
|
HWLIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Large Cap Value Fund Class I
|
|
|
|
|
|
DACGX - Dunham Funds - Dunham Corporate/Government Bond Fund Class A
|
|
|
|
|
|
Boston Trust Walden Corp
|
|
|
|
|
|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
|
|
|
|
|
TMED - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Health Care ETF
|
|
|
|
|
|
Dakota Wealth Management
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
SLVAX - Columbia Funds Series Trust II - Columbia Select Large Cap Value Fund Columbia Select Large Cap Value Fun Class A
|
|
|
|
|
|
Fisher Asset Management, LLC
|
|
|
|
|
|
South Plains Financial, Inc.
|
|
|
|
|
|
SYMIX - MUTUAL FUND SERIES TRUST - AlphaCentric Symmetry Strategy Fund Class I
|
|
|
|
|
|
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares
|
|
|
|
|
|
Erste Asset Management GmbH
|
|
|
|
|
|
Prasad Wealth Partners, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class
|
|
|
|
|
|
LaSalle St. Investment Advisors, LLC
|
|
|
|
|
|
Nations Financial Group Inc, /ia/ /adv
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND IV - Health Care Portfolio Initial Class
|
|
|
|
|
|
Plante Moran Financial Advisors, LLC
|
|
|
|
|
|
Rakuten Securities, Inc.
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
Bnp Paribas
|
|
|
|
|
|
Boston Partners
|
|
|
|
|
|
XUDV - Franklin Templeton ETF Trust - Franklin U.S. Dividend Multiplier Index ETF
|
|
|
|
|
|
Northwestern Mutual Investment Management Company, Llc
|
|
|
|
|
|
Vontobel Holding Ltd.
|
|
|
|
|
|
HBK Sorce Advisory LLC
|
|
|
|
|
|
Lynch & Associates/in
|
|
|
|
|
|
VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
|
|
|
|
|
Cornerstone Wealth Management, LLC
|
|
|
|
|
|
Wellington Global Multi-Strategy Fund
|
|
|
|
|
|
Two Roads Shared Trust - LeaderShares(R) Dynamic Yield ETF
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
|
|
|
|
Provenance Wealth Advisors, LLC
|
|
|
|
|
|
Ipswich Investment Management Co., Inc.
|
|
|
|
|
|
Integral Health Asset Management, LLC
|
|
|
|
|
|
Shufro Rose & Co Llc
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
Norges Bank
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Dividend Opportunity Fund Class 3
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
Copperwynd Financial, LLC
|
|
|
|
|
|
MCF Advisors LLC
|
|
|
|
|
|
Lee Danner & Bass Inc
|
|
|
|
|
|
ACSTX - Aim Sector Funds (invesco Sector Funds) - Invesco Comstock Fund Class A
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
|
|
|
Carson Advisory Inc.
|
|
|
|
|
|
GBF - iSHARES TRUST - iShares Government/Credit Bond ETF
|
|
|
|
|
|
MDDAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Diversified Value Fund Class A
|
|
|
|
|
|
Visionary Wealth Advisors
|
|
|
|
|
|
Sachem Head Capital Management LP
|
|
|
|
|
|
Lazard Freres Gestion S.A.S.
|
|
|
|
|
|
LST - Managed Portfolio Series - Leuthold Select Industries ETF
|
|
|
|
|
|
PHLAX - PRUDENTIAL SECTOR FUNDS, INC. - PGIM Jennison Health Sciences Fund Class A
|
|
|
|
|
|
Silvercrest Asset Management Group Llc
|
|
|
|
|
|
USA Financial Portformulas Corp
|
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
Wedge Capital Management L L P/nc
|
|
|
|
|
|
LPCIX - Advisors' Inner Circle Fund III - MetLife Core Plus Fund I Class Shares
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
Lesa Sroufe & Co
|
|
|
|
|
|
LSVEX - ADVISORS' INNER CIRCLE FUND - LSV VALUE EQUITY FUND Institutional Class Shares
|
|
|
|
|
|
DODGX - DODGE & COX FUNDS - Dodge & Cox Stock Fund
|
|
|
|
|
|
Jupiter Wealth Management LLC
|
|
|
|
|
|
EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class
|
|
|
|
|
|
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
|
|
|
|
|
Kozak & Associates, Inc.
|
|
|
|
|
|
NEFOX - Natixis Funds Trust II - Natixis Oakmark Fund Class A
|
|
|
|
|
|
GMOV - 2023 ETF Series Trust II - GMO U.S. Value ETF
|
|
|
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
|
|
|
|
|
Sompo Japan Nipponkoa Asset Management Co.,ltd.
|
|
|
|
|
|
NSTLX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Strategic Income Fund Institutional Class
|
|
|
|
|
|
Boyd Watterson Asset Management Llc/oh
|
|
|
|
|
|
CBHAX - Victory Portfolios II - Victory Market Neutral Income Fund Class A
|
|
|
|
|
|
Trustco Bank Corp N Y
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
CTF Capital Management, LP
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
Costello Asset Management, INC
|
|
|
|
|
|
Laraway Financial Inc
|
|
|
|
|
|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
|
|
|
|
|
William B. Walkup & Associates, Inc.
|
|
|
|
|
|
Dorsey & Whitney Trust CO LLC
|
|
|
|
|
|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
|
|
|
|
Somerville Kurt F
|
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
|
Jennison Associates Llc
|
|
|
|
|
|
YHB Investment Advisors, Inc.
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
Pinnacle Bancorp, Inc.
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
Principle Wealth Partners Llc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Dividend Value Managed Volatility Fund Standard Class
|
|
|
|
|
|
Elequin Capital Lp
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA ALL CAP VALUE SERIES
|
|
|
|
|
|
AADBX - AMERICAN BEACON FUNDS - American Beacon Balanced Fund Institutional Class
|
|
|
|
|
|
Callodine Capital Management, LP
|
|
|
|
|
|
QAAGZX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Health Sciences Portfolio
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
Tandem Capital Management Corp /adv
|
|
|
|
|
|
BCGM Wealth Management, LLC
|
|
|
|
|
|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
|
|
|
|
|
|
Investors Asset Management Of Georgia Inc /ga/ /adv
|
|
|
|
|
|
ULVM - Victory Portfolios II - VictoryShares USAA MSCI USA Value Momentum ETF
|
|
|
|
|
|
Css Llc/il
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares
|
|
|
|
|
|
BridgePort Financial Solutions, LLC
|
|
|
|
|
|
Pekin Hardy Strauss, Inc.
|
|
|
|
|
|
First National Trust Co
|
|
|
|
|
|
Diversify Wealth Management, Llc
|
|
|
|
|
|
CRBVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS BOND FUND Investor Shares
|
|
|
|
|
|
E. Ohman J:or Asset Management AB
|
|
|
|
|
|
Key Client Fiduciary Advisors, LLC
|
|
|
|
|
|
Deseret Mutual Benefit Administrators
|
|
|
|
|
|
Diversified Enterprises, LLC
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
TMFC - RBB FUND, INC. - Motley Fool 100 Index ETF
|
|
|
|
|
|
Lummis Asset Management, LP
|
|
|
|
|
|
DGFAX - DAVIS NEW YORK VENTURE FUND INC - Davis Global Fund Class A
|
|
|
|
|
|
Elevation Series Trust - RiverNorth Patriot ETF
|
|
|
|
|
|
PJIAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON EQUITY OPPORTUNITY FUND Class A
|
|
|
|
|
|
Schwarz Dygos Wheeler Investment Advisors Llc
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
|
|
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Income & Growth Fund Initial Class
|
|
|
|
|
|
Hanson & Doremus Investment Management
|
|
|
|
|
|
Ulland Investment Advisors, LLC
|
|
|
|
|
|
Accredited Wealth Management, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
Forum Private Client Group LLC
|
|
|
|
|
|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
Richard Bernstein Advisors LLC
|
|
|
|
|
|
Marshall & Sterling Wealth Advisors Inc.
|
|
|
|
|
|
Parallax Volatility Advisers, L.P.
|
|
|
|
|
|
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A
|
|
|
|
|
|
Natixis
|
|
|
|
|
|
Element Wealth, LLC
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock Large Cap Value ETF
|
|
|
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
|
|
|
|
|
DDD Partners, LLC
|
|
|
|
|
|
Waldron Private Wealth LLC
|
|
|
|
|
|
Webster Bank, N. A.
|
|
|
|
|
|
Weatherly Asset Management L. P.
|
|
|
|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
Waterloo Capital, L.P.
|
|
|
|
|
|
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
|
|
Lipe & Dalton
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
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Herold Advisors, Inc.
|
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|
ExodusPoint Capital Management, LP
|
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|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
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|
Park National Corp /oh/
|
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|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Large Company Value Fund Standard Class II
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
Founders Financial Alliance, LLC
|
|
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|
Bangor Savings Bank
|
|
|
|
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|
Segall Bryant & Hamill, Llc
|
|
|
|
|
|
HCRB - Hartford Funds Exchange-Traded Trust - Hartford Core Bond ETF
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
SJVCX - STEWARD FUNDS, INC. - Steward Large Cap Value Fund Class C
|
|
|
|
|
|
Consultiva Wealth Management, Corp.
|
|
|
|
|
|
GBIAX - NATIONWIDE MUTUAL FUNDS - Nationwide Bond Index Fund Class A
|
|
|
|
|
|
Money Concepts Capital Corp
|
|
|
|
|
|
FDL - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Morningstar Dividend Leaders Index Fund
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
VTBIX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market II Index Fund Investor Shares
|
|
|
|
|
|
Calamos Advisors LLC
|
|
|
|
|
|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
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|
|
Grantham, Mayo, Van Otterloo & Co. LLC
|
|
|
|
|
|
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
|
|
|
|
|
|
Procyon Private Wealth Partners, LLC
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
|
|
|
|
Fmr Llc
|
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|
|
Avanza Fonder AB
|
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|
Heritage Investors Management Corp
|
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|
SRS Investment Management, LLC
|
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|
Intech Investment Management Llc
|
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|
VGWAX - VANGUARD WORLD FUND - Vanguard Global Wellington Fund Admiral Shares
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
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|
|
|
Camelot Portfolios, LLC
|
|
|
|
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|
Laurel Wealth Advisors LLC
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Fundamental Growth Fund Class II
|
|
|
|
|
|
Old North State Wealth Management, LLC
|
|
|
|
|
|
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV
|
|
|
|
|
|
BBISX - Sterling Capital Funds - Sterling Capital Behavioral Large Cap Value Equity Fund Institutional Class
|
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|
|
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|
Ameritas Advisory Services, LLC
|
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|
|
Semmax Financial Advisors Inc.
|
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|
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|
Kiker Wealth Management, LLC
|
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|
Sunbelt Securities, Inc.
|
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|
ARS Wealth Advisors Group, LLC
|
|
|
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|
APG Asset Management N.V.
|
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|
|
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|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
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|
Thrive Capital Management, LLC
|
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|
Cinctive Capital Management LP
|
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|
Shell Asset Management Co
|
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|
PKS Advisory Services, LLC
|
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|
Parkside Investments, LLC
|
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|
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|
Cadence Wealth Management LLC
|
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|
Steel Peak Wealth Management LLC
|
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|
|
|
MONECO Advisors, LLC
|
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|
|
|
Caitong International Asset Management Co., Ltd
|
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|
AlphaStar Capital Management, LLC
|
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|
Guggenheim Capital Llc
|
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|
|
|
|
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
|
|
|
|
|
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
|
|
|
|
|
|
North Capital, Inc.
|
|
|
|
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|
Caldwell Securities, Inc
|
|
|
|
|
|
FDVKX - FIDELITY PURITAN TRUST - Fidelity Value Discovery K6 Fund
|
|
|
|
|
|
KTRAX - DEUTSCHE DWS MARKET TRUST - DWS Global Income Builder Fund Class A
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
Penserra Capital Management LLC
|
|
|
|
|
|
Perpetual Ltd
|
|
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|
Panagora Asset Management Inc
|
|
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|
Public Sector Pension Investment Board
|
|
|
|
|
|
Zrc Wealth Management, Llc
|
|
|
|
|
|
LifeWealth Investments, LLC
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Diversified Dividend Fund SERIES I
|
|
|
|
|
|
HWCIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Diversified Value Fund Class I
|
|
|
|
|
|
Center for Financial Planning, Inc.
|
|
|
|
|
|
Novare Capital Management Llc
|
|
|
|
|
|
FXNAX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Bond Index Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Belpointe Asset Management LLC
|
|
|
|
|
|
Park Place Capital Corp
|
|
|
|
|
|
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
Klingenstein Fields & Co Lp
|
|
|
|
|
|
Barrow Hanley Mewhinney & Strauss Llc
|
|
|
|
|
|
Heritage Wealth Advisors
|
|
|
|
|
|
FIFZX - FIDELITY SALEM STREET TRUST - Fidelity Series Bond Index Fund
|
|
|
|
|
|
Cardinal Point Capital Management, ULC
|
|
|
|
|
|
Affinity Investment Advisors, Llc
|
|
|
|
|
|
Moody National Bank Trust Division
|
|
|
|
|
|
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
|
|
|
|
|
IUAAX - Voya PARTNERS INC - VY(R) Invesco Equity and Income Portfolio Class ADV
|
|
|
|
|
|
Flagship Wealth Advisors, Llc
|
|
|
|
|
|
Voya Global Equity Dividend & Premium Opportunity Fund
|
|
|
|
|
|
CTRZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Institutional Class
|
|
|
|
|
|
Mufg Securities Americas Inc.
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares
|
|
|
|
|
|
USAWX - USAA MUTUAL FUNDS TRUST - World Growth Fund Shares
|
|
|
|
|
|
Nicolet Advisory Services, Llc
|
|
|
|
|
|
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A
|
|
|
|
|
|
SWDSX - SCHWAB CAPITAL TRUST - Schwab Dividend Equity Fund
|
|
|
|
|
|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
|
|
|
|
Transatlantique Private Wealth Llc
|
|
|
|
|
|
Sentinel Trust Co Lba
|
|
|
|
|
|
IVE - iSHARES TRUST - iShares S&P 500 Value ETF
|
|
|
|
|
|
HWAIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Value Opportunities Fund Class I
|
|
|
|
|
|
Tyler-Stone Wealth Management
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
Byrne Asset Management LLC
|
|
|
|
|
|
BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class
|
|
|
|
|
|
HLQVX - JPMORGAN TRUST II - JPMorgan Large Cap Value Fund Class I
|
|
|
|
|
|
RPFCX - DAVIS SERIES INC - Davis Appreciation & Income Fund Class A
|
|
|
|
|
|
Empirical Finance, LLC
|
|
|
|
|
|
Seacrest Wealth Management, Llc
|
|
|
|
|
|
Wolff Wiese Magana Llc
|
|
|
|
|
|
Caption Management, LLC
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
Blackston Financial Advisory Group, LLC
|
|
|
|
|
|
Advisors Capital Management, LLC
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
Decker Retirement Planning Inc.
|
|
|
|
|
|
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares
|
|
|
|
|
|
1620 Investment Advisors, Inc.
|
|
|
|
|
|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
|
|
|
|
Wallace Advisory Group, LLC
|
|
|
|
|
|
Integrated Investment Consultants, LLC
|
|
|
|
|
|
IFM Investors Pty Ltd
|
|
|
|
|
|
Syntax Research, Inc.
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
Los Angeles Capital Management Llc
|
|
|
|
|
|
VTC - VANGUARD SCOTTSDALE FUNDS - Vanguard Total Corporate Bond ETF ETF Shares
|
|
|
|
|
|
Promus Capital, LLC
|
|
|
|
|
|
Mission Wealth Management, Lp
|
|
|
|
|
|
Nichols & Pratt Advisers Llp /ma
|
|
|
|
|
|
BW Gestao de Investimentos Ltda.
|
|
|
|
|
|
Coppell Advisory Solutions LLC
|
|
|
|
|
|
TruNorth Capital Management, LLC
|
|
|
|
|
|
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
|
|
|
|
|
|
FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class
|
|
|
|
|
|
Aspect Partners, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Comstock Portfolio Class IB
|
|
|
|
|
|
Boreal Capital Management LLC
|
|
|
|
|
|
Acadian Asset Management Llc
|
|
|
|
|
|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
|
|
|
|
|
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
|
|
|
|
|
Wynn Capital, LLC
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Diversified Research VIP Fund
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
VPCCX - VANGUARD FENWAY FUNDS - Vanguard PRIMECAP Core Fund Investor Shares
|
|
|
|
|
|
FEIG - FlexShares Trust - FlexShares ESG & Climate Investment Grade Corporate Core Index Fund
|
|
|
|
|
|
FEIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Income Fund Class A
|
|
|
|
|
|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Heritage Trust Co
|
|
|
|
|
|
MDVAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Diversified Bond Fund Class A
|
|
|
|
|
|
Saudi Central Bank
|
|
|
|
|
|
FVALX - FORESTER FUNDS INC - Forester Value Fund Class N
|
|
|
|
|
|
SIGAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Corporate Bond Fund Class A
|
|
|
|
|
|
Pacific Center for Financial Services
|
|
|
|
|
|
United Asset Strategies, Inc.
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
Hotchkis & Wiley Capital Management Llc
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT George Putnam Balanced Fund Class IA Shares
|
|
|
|
|
|
44 Wealth Management Llc
|
|
|
|
|
|
Hartford Investment Management Co
|
|
|
|
|
|
Ofi Invest Asset Management
|
|
|
|
|
|
FAPNX - FIDELITY SUMMER STREET TRUST - Fidelity Healthy Future Fund Fidelity Advisor Healthy Future Fund: Class Z
|
|
|
|
|
|
RSINX - VICTORY PORTFOLIOS - Victory RS Investors Fund Class A
|
|
|
|
|
|
Clarity Asset Management, Inc.
|
|
|
|
|
|
Tweedy, Browne Co LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Invesco Diversified Dividend Fund (A)
|
|
|
|
|
|
MetLife Investment Management, LLC
|
|
|
|
|
|
FSOAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Strategies Class A
|
|
|
|
|
|
Stone House Investment Management, LLC
|
|
|
|
|
|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
|
|
|
|
|
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
|
|
|
|
|
|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
|
|
|
Fulcrum Asset Management LLP
|
|
|
|
|
|
Woodard & Co Asset Management Group Inc /adv
|
|
|
|
|
|
Culbertson A N & Co Inc
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
North Forty Two & Co.
|
|
|
|
|
|
TrueMark Investments, LLC
|
|
|
|
|
|
Patient Capital Management, LLC
|
|
|
|
|
|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
|
|
|
Mystic Asset Management, Inc.
|
|
|
|
|
|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
|
|
|
|
|
Valmark Advisers, Inc.
|
|
|
|
|
|
Cobblestone Capital Advisors Llc /ny/
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
PXLIX - PAX WORLD FUNDS SERIES TRUST I - PAX LARGE CAP FUND Institutional Class
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan MFS Core Bond Portfolio Class 1
|
|
|
|
|
|
TQCCX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Dividend Equity Fund Class C
|
|
|
|
|
|
MXEQX - GREAT-WEST FUNDS INC - Great-West Large Cap Value Fund Investor Class
|
|
|
|
|
|
Nippon Life Global Investors Americas, Inc.
|
|
|
|
|
|
Blackrock Enhanced Equity Dividend Trust
|
|
|
|
|
|
TEQI - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Equity Income ETF
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
TIBDX - TIAA-CREF FUNDS - TIAA-CREF Bond Fund Institutional Class
|
|
|
|
|
|
Comprehensive Financial Planning, Inc./PA
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Partner Healthcare Portfolio Class A
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
Harvest Fund Management Co., Ltd
|
|
|
|
|
|
Aurdan Capital Management, LLC
|
|
|
|
|
|
GHP Investment Advisors, Inc.
|
|
|
|
|
|
CAPROCK Group, Inc.
|
|
|
|
|
|
Red Mountain Financial, LLC
|
|
|
|
|
|
Hancock Whitney Corp
|
|
|
|
|
|
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio
|
|
|
|
|
|
Ashton Thomas Private Wealth, LLC
|
|
|
|
|
|
Boothbay Fund Management, Llc
|
|
|
|
|
|
PACIFIC SELECT FUND - Large-Cap Value Portfolio Class I
|
|
|
|
|
|
DRW Securities, LLC
|
|
|
|
|
|
Signal Advisors Wealth, LLC
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Large Company Value Portfolio Large Company Value Portfolio
|
|
|
|
|
|
Wealth Watch Advisors, INC
|
|
|
|
|
|
TSWEX - JOHCM Funds Trust - TSW Large Cap Value Fund Advisor Shares
|
|
|
|
|
|
Kovack Advisors, Inc.
|
|
|
|
|
|
SDGIX - BNY Mellon Investment Funds I - BNY Mellon Global Fixed Income Fund Class I
|
|
|
|
|
|
Piscataqua Savings Bank
|
|
|
|
|
|
Commerzbank Aktiengesellschaft /fi
|
|
|
|
|
|
BXM Wealth LLC
|
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
|
|
|
|
|
Applied Finance Capital Management, LLC
|
|
|
|
|
|
Albion Financial Group /ut
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
PARUS FINANCE (UK) Ltd
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
|
|
VPMCX - VANGUARD CHESTER FUNDS - Vanguard PRIMECAP Fund Investor Shares
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
Bank of Jackson Hole Trust
|
|
|
|
|
|
FCSPX - Federated Managed Pool Series - Federated Corporate Bond Strategy Portfolio
|
|
|
|
|
|
ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A
|
|
|
|
|
|
Credential Securities Inc.
|
|
|
|
|
|
NUAG - Nushares ETF Trust - Nuveen Enhanced Yield U.S. Aggregate Bond ETF
|
|
|
|
|
|
Benedict Financial Advisors Inc
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
TIIUX - MORGAN STANLEY PATHWAY FUNDS - Core Fixed Income Fund
|
|
|
|
|
|
Horizon Bancorp Inc /in/
|
|
|
|
|
|
ABNDX - BOND FUND OF AMERICA - BOND FUND OF AMERICA Class A
|
|
|
|
|
|
HF Advisory Group, LLC
|
|
|
|
|
|
Dai-Ichi Life Insurance Company, Ltd
|
|
|
|
|
|
Oak Hill Wealth Advisors, Llc
|
|
|
|
|
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Greenwich Wealth Management LLC
|
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|
First Pacific Financial
|
|
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|
|
BBCPX - Bridge Builder Trust - Bridge Builder Core Plus Bond Fund
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
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|
|
|
Welch & Forbes Llc
|
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|
Deutsche Bank Ag\
|
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GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional
|
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|
Sonora Investment Management Group, LLC
|
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|
Turtle Creek Asset Management Inc.
|
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|
Frazier Financial Advisors, LLC
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Advisor OS, LLC
|
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|
Cornerstone Planning Group LLC
|
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|
Exchange Traded Concepts, Llc
|
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|
Zions Bancorporation, National Association /ut/
|
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JAGUX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Bond Market Trust NAV
|
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|
Beacon Financial Group
|
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|
Factory Mutual Insurance Co
|
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Mitchell Mcleod Pugh & Williams Inc
|
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|
Supplemental Annuity Collective Trust of NJ
|
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|
CapWealth Advisors, LLC
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|
Centaurus Financial, Inc.
|
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Hsbc Holdings Plc
|
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Adviser Investments LLC
|
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Aviance Capital Partners, LLC
|
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Total Investment Management Inc
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BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
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|
Savvy Advisors, Inc.
|
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|
CIBC World Markets Inc.
|
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|
LVW Advisors, LLC
|
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|
TBIIX - TIAA-CREF FUNDS - TIAA-CREF Bond Index Fund Institutional Class
|
|
|
|
|
|
JDOC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Healthcare Leaders ETF
|
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|
ProVise Management Group, LLC
|
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Aviva Plc
|
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RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF
|
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|
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|
|
QAAHCX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Income Portfolio
|
|
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|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
|
|
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|
Creekmur Asset Management LLC
|
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|
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
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DAVENPORT & Co LLC
|
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Empyrean Capital Partners, LP
|
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MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
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|
Prestige Wealth Management Group LLC
|
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FLDFX - Meeder Funds - BALANCED FUND Retail Class
|
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|
Plato Investment Management Ltd
|
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|
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|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Comstock Fund Series I
|
|
|
|
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|
Summit Financial Wealth Advisors, LLC
|
|
|
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|
PCLRX - PRUDENTIAL INVESTMENT PORTFOLIOS 16 - PGIM INCOME BUILDER FUND Class R
|
|
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|
State of New Jersey Common Pension Fund D
|
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|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
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|
Invesco Exchange-Traded Fund Trust II - Invesco ESG S&P 500 Equal Weight ETF
|
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|
Cacti Asset Management Llc
|
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BLPIX - Profunds - Bull Profund Investor Class
|
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Sumitomo Life Insurance Co
|
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Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
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Kentucky Trust Co
|
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RYDEX VARIABLE TRUST - S&P 500 Pure Value Fund Variable Annuity
|
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|
Baker Avenue Asset Management, LP
|
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|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
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|
New Age Alpha Funds Trust - NAA Large Cap Value Fund Class A
|
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ProShare Advisors LLC
|
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|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
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|
FT Vest Hedged Equity Income Fund: Series A3
|
|
|
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|
|
Public Employees Retirement System Of Ohio
|
|
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|
|
|
BondBloxx ETF Trust - BondBloxx BBB Rated 10+ Year Corporate Bond ETF
|
|
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|
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|
Brighthouse Funds Trust I - Brighthouse/Wellington Large Cap Research Portfolio Class A
|
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|
GBLAX - AMERICAN FUNDS GLOBAL BALANCED FUND - AMERICAN FUNDS GLOBAL BALANCED FUND Class A
|
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SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
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|
Colonial Trust Advisors
|
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|
Premier Path Wealth Partners, LLC
|
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|
Painted Porch Advisors LLC
|
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SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
|
|
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|
Yousif Capital Management, Llc
|
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|
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
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|
Bay Harbor Wealth Management, LLC
|
|
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|
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
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|
Missouri Trust & Investment Co
|
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|
SPBO - SPDR SERIES TRUST - SPDR Portfolio Corporate Bond ETF
|
|
|
|
|
|
TCG Advisory Services, LLC
|
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|
|
Delta Capital Management Llc
|
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|
Convergence Investment Partners, LLC
|
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|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
|
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|
Pitcairn Co
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
Ag2r La Mondiale Gestion D'actifs
|
|
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|
|
|
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I
|
|
|
|
|
|
Edmond De Rothschild Holding S.a.
|
|
|
|
|
|
Meridian Financial, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
SPVU - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Enhanced Value ETF
|
|
|
|
|
|
First Western Trust Bank
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
Tempus Wealth Planning, LLC
|
|
|
|
|
|
Mork Capital Management, LLC
|
|
|
|
|
|
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
|
|
|
|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
|
|
|
|
Norden Group Llc
|
|
|
|
|
|
Integrity Alliance, Llc.
|
|
|
|
|
|
BUNRX - BULLFINCH FUND INC - Unrestricted Series
|
|
|
|
|
|
Profunds - Profund Vp Ultrabull
|
|
|
|
|
|
Wescott Financial Advisory Group, LLC
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
NorthCrest Asset Manangement, LLC
|
|
|
|
|
|
Atalanta Sosnoff Capital, Llc
|
|
|
|
|
|
Nordea Investment Management Ab
|
|
|
|
|
|
Rehmann Capital Advisory Group
|
|
|
|
|
|
LUBIX - THRIVENT MUTUAL FUNDS - Thrivent Income Fund Class A
|
|
|
|
|
|
Dimension Capital Management Llc
|
|
|
|
|
|
MWCRX - METROPOLITAN WEST FUNDS - METROPOLITAN WEST UNCONSTRAINED BOND FUND Class M
|
|
|
|
|
|
Variable Insurance Products Fund V - Bond Index Portfolio Initial Class
|
|
|
|
|
|
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A
|
|
|
|
|
|
Spdr S&p 500 Etf Trust
|
|
|
|
|
|
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund
|
|
|
|
|
|
Glenview Capital Management, Llc
|
|
|
|
|
|
XML Financial, LLC
|
|
|
|
|
|
Canoe Financial LP
|
|
|
|
|
|
Nomura Holdings Inc
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A4
|
|
|
|
|
|
Radnor Capital Management, LLC
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
|
|
|
|
PNIIX - PRINCIPAL FUNDS INC - Bond Market Index Fund Institutional Class
|
|
|
|
|
|
Smith Chas P & Associates Pa Cpas
|
|
|
|
|
|
Everhart Financial Group, Inc.
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
Brevan Howard Capital Management LP
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
Brighthouse Funds Trust I - Invesco Comstock Portfolio Class A
|
|
|
|
|
|
Court Place Advisors, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
|
|
|
|
|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
|
|
|
|
|
Thematics Asset Management
|
|
|
|
|
|
GDIIX - Investment Managers Series Trust - RNC Genter Dividend Income Fund
|
|
|
|
|
|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
|
|
|
|
|
Motley Fool Asset Management LLC
|
|
|
|
|
|
Investment Management Corp of Ontario
|
|
|
|
|
|
Atlas Brown,Inc.
|
|
|
|
|
|
WWIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Company Value Fund Administrator Class
|
|
|
|
|
|
Southland Equity Partners LLC
|
|
|
|
|
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
|
|
|
|
|
Strategic Wealth Designers
|
|
|
|
|
|
LFA - Lugano Financial Advisors SA
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
Klingman & Associates, LLC
|
|
|
|
|
|
JDVRX - PRUDENTIAL INVESTMENT PORTFOLIOS 7 - PGIM JENNISON VALUE FUND Class R
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Growth And Income Fund Series I
|
|
|
|
|
|
Ipsen Advisor Group LLC
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
Newman Dignan & Sheerar, Inc.
|
|
|
|
|
|
JHAAX - John Hancock Funds II - Multi-Asset Absolute Return Fund Class A
|
|
|
|
|
|
Everence Capital Management Inc
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
Tower Bridge Advisors
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
|
|
|
|
Patrick Mauro Investment Advisor, INC.
|
|
|
|
|
|
FVAL - FIDELITY COVINGTON TRUST - Fidelity Value Factor ETF
|
|
|
|
|
|
FDCAX - FIDELITY CAPITAL TRUST - Fidelity Capital Appreciation Fund
|
|
|
|
|
|
Compass Planning Associates Inc
|
|
|
|
|
|
Fidelis Capital Partners, LLC
|
|
|
|
|
|
Greatmark Investment Partners, Inc.
|
|
|
|
|
|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
|
|
|
|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
|
FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class
|
|
|
|
|
|
Congress Wealth Management LLC / DE /
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
Unison Advisors LLC
|
|
|
|
|
|
Private Management Group Inc
|
|
|
|
|
|
ILTB - iSHARES TRUST - iShares Core 10+ Year USD Bond ETF
|
|
|
|
|
|
M&G Plc
|
|
|
|
|
|
Arete Wealth Advisors, LLC
|
|
|
|
|
|
NorthRock Partners, LLC
|
|
|
|
|
|
BMCIX - Blackrock Funds - Blackrock High Equity Income Fund Institutional
|
|
|
|
|
|
UCMCX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Conservative Fund
|
|
|
|
|
|
Aspire Growth Partners LLC
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
Continuum Advisory, LLC
|
|
|
|
|
|
Park Square Financial Group, LLC
|
|
|
|
|
|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
|
|
|
|
VCGAX - VALIC Co I - Growth & Income Fund
|
|
|
|
|
|
Alps Advisors Inc
|
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
Howard Hughes Medical Institute
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
Clearbridge Investments, LLC
|
|
|
|
|
|
JDM Financial Group LLC
|
|
|
|
|
|
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
|
|
|
|
|
|
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
|
|
|
|
|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
VHCIX - VANGUARD WORLD FUND - Vanguard Health Care Index Fund Admiral Shares
|
|
|
|
|
|
XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
AADEX - AMERICAN BEACON FUNDS - American Beacon Large Cap Value Fund Institutional Class
|
|
|
|
|
|
Impact Partnership Wealth, LLC
|
|
|
|
|
|
Thompson Investment Management, Inc.
|
|
|
|
|
|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
LOM Asset Management Ltd
|
|
|
|
|
|
North Ridge Wealth Advisors, Inc.
|
|
|
|
|
|
Bridgewater Associates, LP
|
|
|
|
|
|
HWGIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Global Value Fund Class I
|
|
|
|
|
|
Silverlake Wealth Management Llc
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
Oak Thistle LLC
|
|
|
|
|
|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
|
|
|
|
Renaissance Technologies Llc
|
|
|
|
|
|
First Financial Corp /in/
|
|
|
|
|
|
Donaldson Capital Management, Llc
|
|
|
|
|
|
Gitterman Wealth Management, LLC
|
|
|
|
|
|
Portside Wealth Group, LLC
|
|
|
|
|
|
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF
|
|
|
|
|
|
LexAurum Advisors, LLC
|
|
|
|
|
|
STRV - EA Series Trust - Strive 500 ETF
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Core Stock Portfolio
|
|
|
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Income/Equity Portfolio Class 1
|
|
|
|
|
|
Motco
|
|
|
|
|
|
Hall Laurie J Trustee
|
|
|
|
|
|
ARCHX - ARCHER INVESTMENT SERIES TRUST - Archer Balanced Fund
|
|
|
|
|
|
LVPIX - Profunds - Large-cap Value Profund Investor Class
|
|
|
|
|
|
Investors Research Corp
|
|
|
|
|
|
Harbor Asset Planning, Inc.
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
West Family Investments, Inc.
|
|
|
|
|
|
Mbb Public Markets I Llc
|
|
|
|
|
|
Lombard Odier Asset Management (Switzerland) SA
|
|
|
|
|
|
Loomis Sayles & Co L P
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
|
TLBDX - TIAA-CREF LIFE FUNDS - Bond Fund
|
|
|
|
|
|
Pines Wealth Management, LLC
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series B1
|
|
|
|
|
|
Tekla Healthcare Opportunities Fund
|
|
|
|
|
|
Edgestream Partners, L.P.
|
|
|
|
|
|
Simplicity Wealth,LLC
|
|
|
|
|
|
QIG - WisdomTree Trust - WisdomTree U.S. Corporate Bond Fund N/A
|
|
|
|
|
|
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF
|
|
|
|
|
|
Kathmere Capital Management, LLC
|
|
|
|
|
|
Verdence Capital Advisors LLC
|
|
|
|
|
|
VHGEX - VANGUARD HORIZON FUNDS - Vanguard Global Equity Fund Investor Shares
|
|
|
|
|
|
SIDCX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Intermediate Duration Credit Fund - Class A
|
|
|
|
|
|
Mb, Levis & Associates, Llc
|
|
|
|
|
|
Neo Ivy Capital Management
|
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|
SPAB - SPDR SERIES TRUST - SPDR(R) Portfolio Aggregate Bond ETF
|
|
|
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|
Jnl Series Trust - Jnl/franklin Templeton Mutual Shares Fund (a)
|
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|
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|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
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|
Capital City Trust Co/fl
|
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|
Mercer Global Advisors Inc /adv
|
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|
VWNFX - VANGUARD WINDSOR FUNDS - Vanguard Windsor II Fund Investor Shares
|
|
|
|
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|
Longfellow Investment Management Co Llc
|
|
|
|
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|
SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1
|
|
|
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|
Wbh Advisory Inc
|
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|
Fiduciary Trust Co
|
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Gabelli Equity Trust Inc
|
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|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
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|
Boyar Asset Management Inc.
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|
iA Global Asset Management Inc.
|
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Ariel Investments, Llc
|
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|
RSVAX - VICTORY PORTFOLIOS - Victory RS Value Fund Class A
|
|
|
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|
Badgley Phelps Wealth Managers, LLC
|
|
|
|
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|
PRFDX - T. Rowe Price Equity Income Fund, Inc. - T. Rowe Price Equity Income Fund
|
|
|
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DGT - SPDR SERIES TRUST - SPDR(R) Global Dow ETF
|
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|
Dumont & Blake Investment Advisors Llc
|
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|
DecisionPoint Financial, LLC
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Callahan Advisors, LLC
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Trust Co Of Toledo Na /oh/
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Ally Financial Inc.
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Bank Of Montreal /can/
|
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Investment House Llc
|
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THRIVENT SERIES FUND INC - Thrivent Income Portfolio Class A
|
|
|
|
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|
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
|
|
|
|
|
Sentry LLC
|
|
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|
Colony Group, LLC
|
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|
Amplify ETF Trust - Amplify AI Powered Equity ETF
|
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|
Marcum Wealth, LLC
|
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|
|
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|
Independent Advisor Alliance
|
|
|
|
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CANTOR SELECT PORTFOLIOS TRUST - Cantor FBP Equity & Dividend Plus Fund Institutional Class
|
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|
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|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
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|
Farmers & Merchants Investments Inc
|
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|
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|
LOMAX - ADVISORS SERIES TRUST - Edgar Lomax Value Fund Investor Class
|
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|
Hoey Investments, Inc
|
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|
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|
VSM Wealth Advisory, LLC
|
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USIG - iSHARES TRUST - iShares Broad USD Investment Grade Corporate Bond ETF
|
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|
Valley National Advisers Inc
|
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Sunpointe, LLC
|
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DBMIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Bond Market Index Fund Investor Shares
|
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|
Hudson Valley Investment Advisors Inc /adv
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|
Legacy Financial Advisors, Inc.
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MTM Investment Management, LLC
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Lighthouse Financial LLC
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Susquehanna Fundamental Investments, Llc
|
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|
Neuberger Berman Group LLC
|
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USISX - USAA MUTUAL FUNDS TRUST - Income Stock Fund Shares
|
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|
Atlantic Edge Private Wealth Management, LLC
|
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Brown, Lisle/cummings, Inc.
|
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|
Farmers Trust Co
|
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|
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
|
|
|
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|
CBLAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Balanced Fund Class A
|
|
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|
Beta Wealth Group, Inc.
|
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|
Columbia Funds Variable Series Trust II - CTIVP - T. Rowe Price Large Cap Value Fund Class 1
|
|
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|
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|
Advanced Series Trust - Ast Advanced Strategies Portfolio
|
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|
|
|
|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
|
|
|
|
PEPS - Morgan Stanley ETF Trust - Parametric Equity Plus ETF
|
|
|
|
|
|
IHF - iSHARES TRUST - iShares U.S. Healthcare Providers ETF
|
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|
Optas, LLC
|
|
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|
Arkadios Wealth Advisors
|
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|
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|
Brookstone Capital Management
|
|
|
|
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|
OFAFX - Managed Portfolio Series - Olstein All Cap Value Fund Adviser Class
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
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|
Generali Investments, Management Co LLC
|
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|
Walter & Keenan Financial Consulting Co /mi/ /adv
|
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|
Trust Co
|
|
|
|
|
|
CGDV - Capital Group Dividend Value ETF - Capital Group Dividend Value ETF Share Class
|
|
|
|
|
|
LCEAX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Diversified Dividend Fund Class A
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Epoch U.S. Equity Yield Portfolio Initial Class
|
|
|
|
|
|
Poehling Capital Management, LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - Value Advantage Portfolio Class I
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
|
|
|
|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
|
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|
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|
FLPSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock Fund
|
|
|
|
|
|
SINAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Large Cap Value Fund Class A
|
|
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|
|
|
Armstrong Advisory Group, Inc
|
|
|
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|
|
Foundations Investment Advisors, LLC
|
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|
AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF
|
|
|
|
|
|
JHDV - John Hancock Exchange-Traded Fund Trust - John Hancock U.S. High Dividend ETF
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
|
|
|
|
|
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
|
|
|
|
|
|
Gamco Investors, Inc. Et Al
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1
|
|
|
|
|
|
Personal Cfo Solutions, Llc
|
|
|
|
|
|
First National Bank & Trust Co Of Newtown
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
|
|
|
|
|
Vicus Capital
|
|
|
|
|
|
Stonegate Investment Group, LLC
|
|
|
|
|
|
Centerpoint Advisors, LLC
|
|
|
|
|
|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
City Center Advisors, LLC
|
|
|
|
|
|
Northern Oak Wealth Management Inc
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
Diversified Trust Co
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
Iron Horse Wealth Management, LLC
|
|
|
|
|
|
TQMVX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Value Equity Fund
|
|
|
|
|
|
HFCVX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Value Fund Investor Class
|
|
|
|
|
|
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
|
|
|
|
|
|
PACIFIC SELECT FUND - Health Sciences Portfolio Class I
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B
|
|
|
|
|
|
LHCAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Health Care Fund Class A
|
|
|
|
|
|
Venturi Wealth Management, LLC
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
TCW ETF Trust - TCW Corporate Bond ETF
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
ONEY - SPDR SERIES TRUST - SPDR Russell 1000 Yield Focus ETF
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I
|
|
|
|
|
|
Ossiam
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
Nemes Rush Group LLC
|
|
|
|
|
|
AustralianSuper Pty Ltd
|
|
|
|
|
|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
|
|
|
|
|
CENTAUR MUTUAL FUNDS TRUST - Copley Fund
|
|
|
|
|
|
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
|
|
|
|
|
|
PARK CIRCLE Co
|
|
|
|
|
|
VCEB - VANGUARD WORLD FUND - Vanguard ESG U.S. Corporate Bond ETF ETF Shares
|
|
|
|
|
|
Koesten, Hirschmann & Crabtree, INC.
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA WORLD EQUITY INCOME SERIES
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
|
|
MSTSX - Morningstar Funds Trust - Morningstar Unconstrained Allocation Fund
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
Sierra Ocean, Llc
|
|
|
|
|
|
Letko, Brosseau & Associates Inc
|
|
|
|
|
|
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
|
|
|
|
|
|
Oppenheimer Asset Management Inc.
|
|
|
|
|
|
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund
|
|
|
|
|
|
Skandinaviska Enskilda Banken AB (publ)
|
|
|
|
|
|
FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund
|
|
|
|
|
|
CNB Bank
|
|
|
|
|
|
Princeton Global Asset Management LLC
|
|
|
|
|
|
Matrix Private Capital Group Llc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
|
|
|
|
US Asset Management LLC
|
|
|
|
|
|
Boltwood Capital Management
|
|
|
|
|
|
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
|
|
|
|
|
Cedar Wealth Management, LLC
|
|
|
|
|
|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
|
|
|
|
|
Cove Private Wealth, LLC
|
|
|
|
|
|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
|
|
|
|
FBCV - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Value ETF
|
|
|
|
|
|
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
Simplify Asset Management Inc.
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
|
|
|
|
PEVC - Pacer Funds Trust - Pacer PE/VC ETF
|
|
|
|
|
|
GATEX - Gateway Trust - Gateway Fund Class A Shares
|
|
|
|
|
|
Birch Hill Investment Advisors LLC
|
|
|
|
|
|
BCOIX - BAIRD FUNDS INC - Baird Core Plus Bond Fund Institutional
|
|
|
|
|
|
J. W. Coons Advisors, LLC
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
Keel Point, LLC
|
|
|
|
|
|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
|
|
|
|
|
Altshuler Shaham Ltd
|
|
|
|
|
|
NBTR - Neuberger Berman ETF Trust - Neuberger Berman Total Return Bond ETF
|
|
|
|
|
|
Pin Oak Investment Advisors Inc
|
|
|
|
|
|
NORTHERN LIGHTS FUND TRUST II - PeakShares Sector Rotation ETF
|
|
|
|
|
|
Mountain Hill Investment Partners Corp.
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
|
|
|
Wbi Investments, Inc.
|
|
|
|
|
|
Gf Fund Management Co. Ltd.
|
|
|
|
|
|
NOBOX - Northern Funds - Northern Bond Index Fund
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
Perkins Coie Trust Co
|
|
|
|
|
|
Somerset Trust Co
|
|
|
|
|
|
Northern Lights Variable Trust - Power Dividend Index VIT Fund Class 2 shares
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
Matrix Asset Advisors Inc/ny
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
Fwl Investment Management, Llc
|
|
|
|
|
|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
Venture Visionary Partners LLC
|
|
|
|
|
|
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A
|
|
|
|
|
|
SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A
|
|
|
|
|
|
JVCNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Core Bond Trust NAV
|
|
|
|
|
|
Efficient Advisors, LLC
|
|
|
|
|
|
NOSIX - Northern Funds - Northern Stock Index Fund
|
|
|
|
|
|
Parthenon Llc
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
Tyche Wealth Partners LLC
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
|
|
Lsv Asset Management
|
|
|
|
|
|
Luken Investment Analytics, LLC
|
|
|
|
|
|
FDRR - FIDELITY COVINGTON TRUST - Fidelity Dividend ETF for Rising Rates
|
|
|
|
|
|
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1
|
|
|
|
|
|
Friedenthal Financial
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT Equity Income Portfolio Class IB
|
|
|
|
|
|
FACDX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Health Care Fund Class A
|
|
|
|
|
|
PBQAX - PRUDENTIAL JENNISON BLEND FUND, INC. - PGIM Jennison Blend Fund Class A
|
|
|
|
|
|
Crews Bank & Trust
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
BlackRock Health Sciences Trust II
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
SLDAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Long Duration Credit Fund - Class A
|
|
|
|
|
|
MTRAX - MAINSTAY FUNDS - MainStay Income Builder Fund Class A
|
|
|
|
|
|
Lorne Steinberg Wealth Management Inc.
|
|
|
|
|
|
Elo Mutual Pension Insurance Co
|
|
|
|
|
|
Dynamic Wealth Strategies, LLC
|
|
|
|
|
|
RWSIX - Two Roads Shared Trust - Redwood Systematic Macro Trend ("SMarT") Fund Class I
|
|
|
|
|
|
First Manhattan Co
|
|
|
|
|
|
Vision Capital Management, Inc.
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
Kendall Capital Management
|
|
|
|
|
|
Quest Partners LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV
|
|
|
|
|
|
Dearborn Partners Llc
|
|
|
|
|
|
IAUTX - AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - INVESCO Dividend Income Fund Class A
|
|
|
|
|
|
Sherman Asset Management, Inc.
|
|
|
|
|
|
CVAR - ETF Opportunities Trust - Cultivar ETF
|
|
|
|
|
|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
|
|
|
|
|
Worth Financial Advisory Group, LLC
|
|
|
|
|
|
Country Trust Bank
|
|
|
|
|
|
Robinson Value Management, Ltd.
|
|
|
|
|
|
Flaharty Asset Management, LLC
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/T. Rowe Price Health Sciences Portfolio Class IB
|
|
|
|
|
|
TCW ETF Trust - TCW Flexible Income ETF
|
|
|
|
|
|
First Command Advisory Services, Inc.
|
|
|
|
|
|
GVLU - Tidal ETF Trust - Gotham 1000 Value ETF
|
|
|
|
|
|
Solel Partners LP
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
Connecticut Wealth Management, LLC
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
Glenview Trust Co
|
|
|
|
|
|
Wellington Capital Management, Inc.
|
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|
Concord Wealth Partners
|
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|
EP Wealth Advisors, Inc.
|
|
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|
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|
WLDR - Two Roads Shared Trust - Affinity World Leaders Equity ETF
|
|
|
|
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|
Sterling Wealth Management, Inc.
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
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|
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|
Savant Capital, LLC
|
|
|
|
|
|
Lowe Wealth Advisors, LLC
|
|
|
|
|
|
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
|
|
|
|
|
|
SYM FINANCIAL Corp
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
|
|
|
SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA World Equity Income Fund Class P
|
|
|
|
|
|
Allen Capital Group, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Value Fund Standard Class
|
|
|
|
|
|
New York Life Investment Management Llc
|
|
|
|
|
|
Robbins Farley Llc
|
|
|
|
|
|
SWHFX - SCHWAB CAPITAL TRUST - Schwab Health Care Fund
|
|
|
|
|
|
RFAYX - RUSSELL INVESTMENT CO - Investment Grade Bond Fund Class Y
|
|
|
|
|
|
Gulf International Bank (UK) Ltd
|
|
|
|
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|
Oak Asset Management, LLC
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A2
|
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|
|
|
|
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F
|
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|
|
|
|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
|
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|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
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|
|
|
Tompkins Financial Corp
|
|
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|
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|
Gotham Asset Management, LLC
|
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|
Vectors Research Management, LLC
|
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|
Cohen Klingenstein LLC
|
|
|
|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund
|
|
|
|
|
|
M.e. Allison & Co., Inc.
|
|
|
|
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|
Jnl Series Trust - Jnl/s&p 4 Fund (a)
|
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|
Bellevue Group AG
|
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|
CoreFirst Bank & Trust
|
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|
Y.D. More Investments Ltd
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1
|
|
|
|
|
|
International Private Wealth Advisors LLC
|
|
|
|
|
|
Farmers & Merchants Trust Co of Chambersburg PA
|
|
|
|
|
|
FBCG - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Growth ETF
|
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|
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|
Smithfield Trust Co
|
|
|
|
|
|
Keybank National Association/oh
|
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|
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|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
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RTH - VanEck Vectors ETF Trust - VanEck Vectors Retail ETF
|
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|
Amara Financial, Llc.
|
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|
WASHINGTON TRUST Co
|
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|
Cetera Investment Advisers
|
|
|
|
|
|
JHCDX - John Hancock Funds II - Core Bond Fund Class NAV
|
|
|
|
|
|
LGVAX - Legg Mason Global Asset Management Trust - ClearBridge Value Trust Class A
|
|
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|
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|
AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A
|
|
|
|
|
|
FHEQ - Fidelity Greenwood Street Trust - Fidelity Hedged Equity ETF
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
Wealth Preservation Advisors, LLC
|
|
|
|
|
|
Red Tortoise LLC
|
|
|
|
|
|
OEF - iSHARES TRUST - iShares S&P 100 ETF
|
|
|
|
|
|
Topsail Wealth Management, LLC
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
PFPFX - ADVISORS SERIES TRUST - Poplar Forest Partners Fund Class A
|
|
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|
|
TCTC Holdings, LLC
|
|
|
|
|
|
Two Roads Shared Trust - Conductor Global Equity Value ETF
|
|
|
|
|
|
Parr Mcknight Wealth Management Group, Llc
|
|
|
|
|
|
VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Capital Growth Portfolio
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
Sterling Financial Group, Inc.
|
|
|
|
|
|
Aviso Financial Inc.
|
|
|
|
|
|
CTC Alternative Strategies, Ltd.
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Capital Income Builder Class 1
|
|
|
|
|
|
Parkwood LLC
|
|
|
|
|
|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
|
|
|
|
|
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A
|
|
|
|
|
|
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F
|
|
|
|
|
|
Robeco Institutional Asset Management B.V.
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
Rossmore Private Capital
|
|
|
|
|
|
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
Quarry LP
|
|
|
|
|
|
Landaas & Co /wi /adv
|
|
|
|
|
|
Davidson Trust Co
|
|
|
|
|
|
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class
|
|
|
|
|
|
Front Row Advisors LLC
|
|
|
|
|
|
Bailard, Inc.
|
|
|
|
|
|
Becker Capital Management Inc
|
|
|
|
|
|
Windsor Capital Management, LLC
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
Insigneo Advisory Services, Llc
|
|
|
|
|
|
BCS Wealth Management
|
|
|
|
|
|
Schechter Investment Advisors, LLC
|
|
|
|
|
|
CLARET ASSET MANAGEMENT Corp
|
|
|
|
|
|
Retirement Planning Co of New England, Inc.
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
MMCBX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Core Bond Fund Class A
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
InvesTrust
|
|
|
|
|
|
Norinchukin Bank, The
|
|
|
|
|
|
VeraBank, N.A.
|
|
|
|
|
|
Cetera Trust Company, N.A
|
|
|
|
|
|
Paralel Advisors LLC
|
|
|
|
|
|
Leavell Investment Management, Inc.
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1
|
|
|
|
|
|
MAADX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Dynamic Value Portfolio Class IS
|
|
|
|
|
|
RAYD - Advisors' Inner Circle Fund III - Rayliant Quantitative Developed Market Equity ETF
|
|
|
|
|
|
Handelsbanken Fonder AB
|
|
|
|
|
|
Hazlett, Burt & Watson, Inc.
|
|
|
|
|
|
Integrated Quantitative Investments LLC
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Select Bond Portfolio
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
|
|
|
|
|
Harris Associates L P
|
|
|
|
|
|
Financial Network Wealth Advisors LLC
|
|
|
|
|
|
Banque Cantonale Vaudoise
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
Point72 (DIFC) Ltd
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
Toth Financial Advisory Corp
|
|
|
|
|
|
Insight Inv LLC
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
Sebold Capital Management, Inc.
|
|
|
|
|
|
Naples Global Advisors, Llc
|
|
|
|
|
|
Meridian Wealth Management, LLC
|
|
|
|
|
|
Hopwood Financial Services, Inc.
|
|
|
|
|
|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
|
|
|
CWA Asset Management Group, LLC
|
|
|
|
|
|
Redwood Investment Management, Llc
|
|
|
|
|
|
Lowe Brockenbrough & Co Inc
|
|
|
|
|
|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
MENAX - MADISON FUNDS - Madison Covered Call & Equity Income Fund Covered Call & Equity Income Fund Class A
|
|
|
|
|
|
DnB Asset Management AS
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Franklin Templeton Global Equity Managed Volatility Fund Standard Class
|
|
|
|
|
|
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Main Street Fund Class C
|
|
|
|
|
|
Jarislowsky, Fraser Ltd
|
|
|
|
|
|
Assenagon Asset Management S.A.
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
|
|
|
|
|
Reliant Investment Partners, LLC
|
|
|
|
|
|
City State Bank
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
|
Creegan & Nassoura Financial Group, LLC
|
|
|
|
|
|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
|
|
|
IPG Investment Advisors LLC
|
|
|
|
|
|
Legacy Capital Group California, Inc.
|
|
|
|
|
|
Greenup Street Wealth Management Llc
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF
|
|
|
|
|
|
Maseco Llp
|
|
|
|
|
|
Wedmont Private Capital
|
|
|
|
|
|
SEUIX - Sei Institutional Managed Trust - Simt Large Cap Value Fund Class I
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
Pinnacle Associates Ltd
|
|
|
|
|
|
Grandview Asset Management LLC
|
|
|
|
|
|
FSA Wealth Management LLC
|
|
|
|
|
|
Onefund, Llc
|
|
|
|
|
|
SILVER OAK SECURITIES, Inc
|
|
|
|
|
|
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
|
|
|
|
|
Avestar Capital, LLC
|
|
|
|
|
|
Thompson Siegel & Walmsley Llc
|
|
|
|
|
|
Sittner & Nelson, Llc
|
|
|
|
|
|
Mutual Of America Capital Management Llc
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
TMMAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed Managed Volatility Fund Class F
|
|
|
|
|
|
DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF
|
|
|
|
|
|
AllSquare Wealth Management LLC
|
|
|
|
|
|
Peoples Bank/KS
|
|
|
|
|
|
Humankind Benefit Corp - Humankind US Stock ETF
|
|
|
|
|
|
Pflug Koory, LLC
|
|
|
|
|
|
Profund Advisors Llc
|
|
|
|
|
|
Trust Asset Management LLC
|
|
|
|
|
|
Te Ahumairangi Investment Management Ltd
|
|
|
|
|
|
Buckingham Strategic Partners
|
|
|
|
|
|
Quadrature Capital Ltd
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
Colrain Capital Llc
|
|
|
|
|
|
AQEAX - Columbia Funds Series Trust II - Columbia Disciplined Core Fund Class A
|
|
|
|
|
|
PHSTX - PUTNAM GLOBAL HEALTH CARE FUND - PUTNAM GLOBAL HEALTH CARE FUND Class A Shares
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
|
|
Mark Sheptoff Financial Planning, Llc
|
|
|
|
|
|
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A
|
|
|
|
|
|
Ostrum Asset Management
|
|
|
|
|
|
American National Bank
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
SPDV - ETF Series Solutions - AAM S&P 500 High Dividend Value ETF
|
|
|
|
|
|
Kennebec Savings Bank
|
|
|
|
|
|
Optimize Financial Inc
|
|
|
|
|
|
RMB Capital Management, LLC
|
|
|
|
|
|
Community Trust & Investment Co
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
|
|
|
|
|
FSWCX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Value Index Fund
|
|
|
|
|
|
BUSA - 2023 ETF Series Trust - Brandes U.S. Value ETF
|
|
|
|
|
|
FRANK FUNDS - Camelot Event Driven Fund Class A Shares
|
|
|
|
|
|
OneAscent Financial Services LLC
|
|
|
|
|
|
Birch Capital Management, LLC
|
|
|
|
|
|
CDC - Victory Portfolios II - VictoryShares US EQ Income Enhanced Volatility Wtd ETF
|
|
|
|
|
|
BWNYX - BULLFINCH FUND INC - Greater Western New York Series
|
|
|
|
|
|
Boston Private Wealth Llc
|
|
|
|
|
|
Intrust Bank Na
|
|
|
|
|
|
PKAIX - PIMCO Equity Series - PIMCO RAE US Fund Institutional Class
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y
|
|
|
|
|
|
Childress Capital Advisors, Llc
|
|
|
|
|
|
Fairscale Capital, LLC
|
|
|
|
|
|
Rnc Capital Management Llc
|
|
|
|
|
|
Journey Strategic Wealth Llc
|
|
|
|
|
|
Bollard Group LLC
|
|
|
|
|
|
Octavia Wealth Advisors, LLC
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF
|
|
|
|
|
|
CSM - PROSHARES TRUST - ProShares Large Cap Core Plus
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
|
|
|
|
|
Triglav Skladi, D.o.o.
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Large Cap Growth Managed Volatility Fund Standard Class
|
|
|
|
|
|
LSVFX - ADVISORS' INNER CIRCLE FUND - LSV GLOBAL MANAGED VOLATILITY FUND Institutional Class Shares
|
|
|
|
|
|
Blue Bell Private Wealth Management, Llc
|
|
|
|
|
|
RYHIX - RYDEX SERIES FUNDS - Health Care Fund Investor Class
|
|
|
|
|
|
Petrus Trust Company, LTA
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
LSVVX - ADVISORS' INNER CIRCLE FUND - LSV CONSERVATIVE VALUE EQUITY FUND Institutional Class Shares
|
|
|
|
|
|
Argyle Capital Management Inc.
|
|
|
|
|
|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
|
|
|
|
|
National Wealth Management Group, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3
|
|
|
|
|
|
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund
|
|
|
|
|
|
Tcw Strategic Income Fund Inc
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
Quinn Opportunity Partners LLC
|
|
|
|
|
|
Fort Sheridan Advisors Llc
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
|
|
Bellevue Asset Management, Llc
|
|
|
|
|
|
Citizens & Northern Corp
|
|
|
|
|
|
LifePlan Financial, LLC
|
|
|
|
|
|
Wealthcare Advisory Partners LLC
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
|
|
|
|
CFIMX - Clipper Funds Trust - Clipper Funds Trust
|
|
|
|
|
|
Kestra Investment Management, LLC
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A
|
|
|
|
|
|
Virtue Capital Management, LLC
|
|
|
|
|
|
Quadcap Wealth Management, LLC
|
|
|
|
|
|
PRAXIS FUNDS - Praxis Impact Large Cap Value ETF
|
|
|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
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Clifford Swan Investment Counsel Llc
|
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Russell Investments Group, Ltd.
|
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|
Evergreen Capital Management Llc
|
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Private Wealth Management Group, LLC
|
|
|
|
|
|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
|
|
|
|
NXTV - Simplify Exchange Traded Funds - Simplify Next Intangible Value Index ETF
|
|
|
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|
|
Auto-Owners Insurance Co
|
|
|
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|
Ball & Co Wealth Management Inc.
|
|
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|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
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|
Main Street Group, LTD
|
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|
Butensky & Cohen Financial Security, Inc
|
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|
AA Financial Advisors, LLC
|
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QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
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VGIIX - JPMorgan Trust I - JPMorgan Growth and Income Fund Class I
|
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BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
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|
Pictet Asset Management Holding SA
|
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Root Financial Partners, LLC
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FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
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Daiwa Securities Group Inc.
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CHICAGO TRUST Co NA
|
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Voya Global Advantage & Premium Opportunity Fund
|
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JNBA Financial Advisors
|
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LBAY - Tidal ETF Trust - Leatherback Long/Short Alternative Yield ETF
|
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|
Great Point Wealth Advisors, LLC
|
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Quotient Wealth Partners, LLC
|
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SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
|
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|
Borer Denton & Associates, Inc.
|
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Metis Global Partners, LLC
|
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Kestra Advisory Services, LLC
|
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FYEE - Fidelity Greenwood Street Trust - Fidelity Yield Enhanced Equity ETF
|
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PZFVX - JOHN HANCOCK CAPITAL SERIES - Classic Value Fund Class A
|
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REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
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|
HAP Trading, LLC
|
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Catalyst Financial Partners Llc
|
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Retirement Systems of Alabama
|
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MKT Advisors LLC
|
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Michels Family Financial, LLC
|
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CBIZ Investment Advisory Services, LLC
|
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TWVLX - American Century Capital Portfolios Inc - Value Fund Investor Class
|
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Proficio Capital Partners LLC
|
|
|
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|
|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
|
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|
|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
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|
CAPAX - FEDERATED INCOME SECURITIES TRUST - Federated Capital Income Fund Class A Shares
|
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Leuthold Group, Llc
|
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TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial
|
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|
Catalytic Wealth RIA, LLC
|
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Talon Private Wealth, LLC
|
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Stolper Co
|
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Blackrock Credit Allocation Income Trust
|
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Peddock Capital Advisors, Llc
|
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GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III
|
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Abacus Planning Group, Inc.
|
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Caisse Des Depots Et Consignations
|
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SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
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|
Cherry Tree Wealth Management, LLC
|
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|
TriaGen Wealth Management LLC
|
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Everpar Advisors Llc
|
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RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A
|
|
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|
Hemenway Trust Co LLC
|
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JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A)
|
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USS Investment Management Ltd
|
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Greenfield Savings Bank
|
|
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|
Harris Oakmark ETF Trust - Oakmark U.S. Large Cap ETF
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Aggregate Bond Index Portfolio Class A
|
|
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|
|
|
GPAFX - VICTORY PORTFOLIOS - Victory RS Large Cap Alpha Fund Class A
|
|
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|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
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|
Capital World Investors
|
|
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|
|
|
IRVIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Value Index Portfolio Class I
|
|
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|
Scott Marsh Financial, LLC
|
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USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
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|
EQRR - PROSHARES TRUST - ProShares Equities for Rising Rates ETF
|
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|
Miracle Mile Advisors, LLC
|
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|
Patton Fund Management, Inc.
|
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|
Meeder Advisory Services, Inc.
|
|
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|
|
JLQD - Janus Detroit Street Trust - Janus Henderson Sustainable Corporate Bond ETF
|
|
|
|
|
|
Capital Investment Advisory Services, LLC
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
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|
Capital Advisors Inc/ok
|
|
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|
|
ADVANCED SERIES TRUST - AST PGIM Fixed Income Central Portfolio
|
|
|
|
|
|
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
|
|
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|
|
Stablepoint Partners, LLC
|
|
|
|
|
|
POSKX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Stock Fund
|
|
|
|
|
|
West Branch Capital LLC
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
|
|
|
|
Pensionfund Sabic
|
|
|
|
|
|
Richardson Capital Management LLC
|
|
|
|
|
|
Regal Investment Advisors LLC
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
Washington Trust Advisors, Inc.
|
|
|
|
|
|
QCELX - AQR Funds - AQR Large Cap Multi-Style Fund Class I
|
|
|
|
|
|
Binnacle Investments Inc
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Health Care Fund Variable Annuity
|
|
|
|
|
|
Glass Jacobson Investment Advisors llc
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
Graypoint LLC
|
|
|
|
|
|
Crowley Wealth Management, Inc.
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
NBCR - Neuberger Berman ETF Trust - Neuberger Berman Core Equity ETF
|
|
|
|
|
|
Napatree Capital Llc
|
|
|
|
|
|
GSBIX - GOLDMAN SACHS TRUST - Goldman Sachs Income Builder Fund Institutional
|
|
|
|
|
|
KPP Advisory Services LLC
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
|
|
|
|
|
VALAX - NORTHERN LIGHTS FUND TRUST II - Al Frank Fund Advisor Class
|
|
|
|
|
|
HighMark Wealth Management LLC
|
|
|
|
|
|
Blackrock Health Sciences Trust
|
|
|
|
|
|
Dynamic Technology Lab Private Ltd
|
|
|
|
|
|
Freestone Capital Holdings, LLC
|
|
|
|
|
|
Sig Brokerage, Lp
|
|
|
|
|
|
Compass Ion Advisors, LLC
|
|
|
|
|
|
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
|
|
|
|
|
|
Collar Capital Management, LLC
|
|
|
|
|
|
Confluence Wealth Services, Inc.
|
|
|
|
|
|
MAIPX - FORUM FUNDS - MAI Managed Volatility Fund Institutional
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
Bramshill Investments, LLC
|
|
|
|
|
|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A
|
|
|
|
|
|
Hillman Capital Management, Inc.
|
|
|
|
|
|
Vaughan David Investments Inc/il
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
Diligent Investors, LLC
|
|
|
|
|
|
IMC-Chicago, LLC
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
Compass Wealth Management LLC
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
Teza Capital Management LLC
|
|
|
|
|
|
LOGOX - ADVISORS SERIES TRUST - Scharf Multi-Asset Opportunity Fund Institutional Class
|
|
|
|
|
|
Sava Infond d.o.o.
|
|
|
|
|
|
B. Metzler seel. Sohn & Co. AG
|
|
|
|
|
|
Founders Financial Securities Llc
|
|
|
|
|
|
BKAG - BNY Mellon ETF Trust - BNY Mellon Core Bond ETF
|
|
|
|
|
|
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A
|
|
|
|
|
|
CAIBX - CAPITAL INCOME BUILDER - CAPITAL INCOME BUILDER Class A
|
|
|
|
|
|
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
FCGBX - TEMPLETON GLOBAL INVESTMENT TRUST - Templeton Global Balanced Fund Class C
|
|
|
|
|
|
ARDGX - ARCHER INVESTMENT SERIES TRUST - Archer Dividend Growth Fund
|
|
|
|
|
|
FSPHX - FIDELITY SELECT PORTFOLIOS - Health Care Portfolio
|
|
|
|
|
|
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A
|
|
|
|
|
|
IWX - iSHARES TRUST - iShares Russell Top 200 Value ETF
|
|
|
|
|
|
Sanibel Captiva Trust Company, Inc.
|
|
|
|
|
|
FCMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value K6 Fund
|
|
|
|
|
|
Smallwood Wealth Investment Management, LLC
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF
|
|
|
|
|
|
BGEAX - Datum One Series Trust - BRANDES GLOBAL EQUITY FUND Class A
|
|
|
|
|
|
FBUF - Fidelity Greenwood Street Trust - Fidelity Dynamic Buffered Equity ETF
|
|
|
|
|
|
Triangle Securities Wealth Management
|
|
|
|
|
|
FBLEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Stock Selector Large Cap Value Fund
|
|
|
|
|
|
Interval Partners, LP
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
South Dakota Investment Council
|
|
|
|
|
|
Cantor Fitzgerald Investment Adviser L.p.
|
|
|
|
|
|
DWLD - Davis Fundamental ETF Trust - Davis Select Worldwide ETF
|
|
|
|
|
|
Dymon Asia Capital (singapore) Pte. Ltd.
|
|
|
|
|
|
ACGIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Growth And Income Fund Class A
|
|
|
|
|
|
ITAN - Alpha Architect ETF Trust - Sparkline Intangible Value ETF
|
|
|
|
|
|
BancorpSouth Bank
|
|
|
|
|
|
First Community Trust Na
|
|
|
|
|
|
Pacer Advisors, Inc.
|
|
|
|
|
|
Donoghue Forlines LLC
|
|
|
|
|
|
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
|
|
|
|
|
Van Hulzen Asset Management, LLC
|
|
|
|
|
|
Independence Bank of Kentucky
|
|
|
|
|
|
Golden Reserve Retirement LLC
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
N.E.W. Advisory Services LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Federated Corporate Bond Portfolio Class 1
|
|
|
|
|
|
WPGHX - RBB FUND, INC. - WPG Partners Select Hedged Fund Institutional
|
|
|
|
|
|
Pacific Global Investment Management Co
|
|
|
|
|
|
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
Beacon Capital Management, LLC
|
|
|
|
|
|
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund
|
|
|
|
|
|
Vermillion & White Wealth Management Group, LLC
|
|
|
|
|
|
Lansforsakringar Fondforvaltning AB (publ)
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series B1
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
Alpha Family Trust
|
|
|
|
|
|
JB Capital LLC
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
|
|
|
|
ARUIX - Advisors' Inner Circle Fund III - ARGA VALUE FUND Institutional Shares
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
DHRAX - DIAMOND HILL FUNDS - Diamond Hill Core Bond Fund Class A
|
|
|
|
|
|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
SCHZ - SCHWAB STRATEGIC TRUST - Schwab U.S. Aggregate Bond ETF
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Core Bond Portfolio Core Bond Portfolio
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
Miller Wealth Advisors, Llc
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND III - Dynamic Capital Appreciation Portfolio Initial Class
|
|
|
|
|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
|
|
|
|
SLASX - SELECTED AMERICAN SHARES INC - SELECTED AMERICAN SHARES INC Class S
|
|
|
|
|
|
FARYX - Northern Lights Fund Trust IV - Fulcrum Diversified Absolute Return Fund Super Institutional Class
|
|
|
|
|
|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
Arlington Trust Co LLC
|
|
|
|
|
|
Eaton Vance Tax-managed Buy-write Opportunities Fund
|
|
|
|
|
|
Vision Financial Markets Llc
|
|
|
|
|
|
Alta Advisers Ltd
|
|
|
|
|
|
BlackRock Funds III - BlackRock Diversified Fixed Income Fund Institutional Shares
|
|
|
|
|
|
Opal Wealth Advisors, LLC
|
|
|
|
|
|
INGBX - Voya MUTUAL FUNDS - Voya Global Bond Fund Class A
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
Mid-American Wealth Advisory Group, Inc.
|
|
|
|
|
|
TigerOak Management, L.L.C.
|
|
|
|
|
|
TFPN - Tidal Trust II - Blueprint Chesapeake Multi-Asset Trend ETF
|
|
|
|
|
|
Ocean Capital Management, LLC
|
|
|
|
|
|
Vista Private Wealth Partners. LLC
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
Sierra Capital LLC
|
|
|
|
|
|
Beutel, Goodman & Co Ltd.
|
|
|
|
|
|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
|
|
|
|
|
Dynamic Advisor Solutions LLC
|
|
|
|
|
|
Fulton Bank, N.a.
|
|
|
|
|
|
IIBPX - Voya INTERMEDIATE BOND PORTFOLIO - Voya Intermediate Bond Portfolio Class ADV
|
|
|
|
|
|
BBTBX - Bridge Builder Trust - Bridge Builder Core Bond Fund
|
|
|
|
|
|
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF
|
|
|
|
|
|
Quantitative Investment Management, LLC
|
|
|
|
|
|
TT Capital Management LLC
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
|
|
|
|
|
Bank & Trust Co
|
|
|
|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Albert D Mason Inc
|
|
|
|
|
|
New Mexico Educational Retirement Board
|
|
|
|
|
|
Patton Albertson Miller Group, Llc
|
|
|
|
|
|
Coerente Capital Management
|
|
|
|
|
|
Chicago Partners Investment Group LLC
|
|
|
|
|
|
West Financial Advisors, LLC
|
|
|
|
|
|
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F
|
|
|
|
|
|
MeadowBrook Investment Advisors LLC
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
Westport Asset Management Inc
|
|
|
|
|
|
PayPay Securities Corp
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
|
|
|
|
|
Rahlfs Capital, Llc
|
|
|
|
|
|
AUXAX - FORUM FUNDS - Auxier Focus Fund A Shares
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
ACEIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equity And Income Fund Class A
|
|
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Guyasuta Investment Advisors Inc
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Mackenzie Financial Corp
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Baker Tilly Financial, Llc
|
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Treasurer of the State of North Carolina
|
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FSMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value Fund
|
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|
Hartland & Co., LLC
|
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|
FAVAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Value Fund Class A
|
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|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
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|
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C
|
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John Hancock Funds II - Health Sciences Fund Class NAV
|
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State of Wyoming
|
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Moloney Securities Asset Management, LLC
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AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A
|
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URTH - iShares, Inc. - iShares MSCI World ETF
|
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Fairfax Financial Holdings Ltd/ Can
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Clear Street Markets Llc
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Horizon Financial Services, Llc
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PY - Principal Exchange-Traded Funds - Principal Shareholder Yield Index ETF
|
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Hilltop Holdings Inc.
|
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EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
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Tritonpoint Wealth, Llc
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City Holding Co
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LGT Group Foundation
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Canada Pension Plan Investment Board
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Hudson Bay Capital Management LP
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FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A
|
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Forum Financial Management, LP
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Gw Henssler & Associates Ltd
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ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
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SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
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MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
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YANKCOM Partnership
|
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Alpine Global Dynamic Dividend Fund
|
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Vident Advisory, LLC
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Soltis Investment Advisors LLC
|
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SRB Corp
|
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PBBBX - ADVISORS SERIES TRUST - PIA BBB Bond Fund Managed Account Completion Shares
|
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Sheets Smith Wealth Management
|
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United Community Bank
|
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CDL - Victory Portfolios II - VictoryShares US Large Cap High Div Volatility Wtd ETF
|
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|
Group One Trading, L.p.
|
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Cullen/frost Bankers, Inc.
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Financial Management Professionals, Inc.
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Level Four Advisory Services, Llc
|
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Calamos Wealth Management LLC
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Centricity Wealth Management, LLC
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Kanawha Capital Management Llc
|
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Credential Qtrade Securities Inc.
|
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Capital International Inc /ca/
|
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VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
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|
FSM Wealth Advisors, LLC
|
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GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
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|
Hussman Strategic Advisors, Inc.
|
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SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1
|
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Family Legacy, Inc.
|
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Register Financial Advisors LLC
|
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Cwm, Llc
|
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JVASX - JPMorgan Trust I - JPMorgan Value Advantage Fund Class I
|
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Achmea Investment Management B.V.
|
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Narwhal Capital Management
|
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Leigh Baldwin & Co., Llc
|
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Twin Capital Management Inc
|
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BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
|
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Morgan Stanley
|
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ULPIX - Profunds - Ultrabull Profund Investor Class
|
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Utah Retirement Systems
|
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Beck Mack & Oliver Llc
|
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Intact Investment Management Inc.
|
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UBS Group AG
|
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Wetherby Asset Management Inc
|
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TCI Wealth Advisors, Inc.
|
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MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF
|
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Garrison Point Advisors, Llc
|
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Morningstar Investment Services LLC
|
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VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
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FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
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|
Cedar Mountain Advisors, LLC
|
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|
Violich Capital Management, Inc.
|
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|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Income Portfolio
|
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Northern Trust Corp
|
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|
AMG National Trust Bank
|
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|
Folger Nolan Fleming Douglas Capital Management, Inc
|
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|
Cornerstone Advisors, LLC
|
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|
Bank Hapoalim Bm
|
|
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|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
|
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|
Polianta Ltd
|
|
|
|
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|
Lion Street Advisors, LLC
|
|
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|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
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|
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|
MRP Capital Investments, LLC
|
|
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|
Chevy Chase Trust Holdings, Inc.
|
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|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A
|
|
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|
|
|
Fortis Advisors, LLC
|
|
|
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|
WFA Asset Management Corp
|
|
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|
DHJJ Financial Advisors, Ltd.
|
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|
Fort Washington Investment Advisors Inc /oh/
|
|
|
|
|
|
Cornerstone Strategic Value Fund Inc
|
|
|
|
|
|
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF
|
|
|
|
|
|
Widmann Financial Services, Inc.
|
|
|
|
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|
Ahl Investment Management, Inc.
|
|
|
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|
|
AlTi Global, Inc.
|
|
|
|
|
|
GPIGX - GPS Funds II - GuidePath(R) Growth and Income Fund
|
|
|
|
|
|
Deroy & Devereaux Private Investment Counsel Inc
|
|
|
|
|
|
Capital International Investors
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
Lord, Abbett & Co. Llc
|
|
|
|
|
|
QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
Round Rock Advisors, LLC
|
|
|
|
|
|
Rhenman & Partners Asset Management AB
|
|
|
|
|
|
LLAAX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Long Credit VIT Class I
|
|
|
|
|
|
GKV Capital Management Co., Inc.
|
|
|
|
|
|
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Global Balanced Fund Class 1
|
|
|
|
|
|
TCBPX - TIAA-CREF FUNDS - TIAA-CREF Bond Plus Fund Retail Class
|
|
|
|
|
|
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
Profunds - Profund Vp Health Care
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
Daymark Wealth Partners, Llc
|
|
|
|
|
|
Pine Haven Investment Counsel, Inc
|
|
|
|
|
|
BI Asset Management Fondsmaeglerselskab A/S
|
|
|
|
|
|
BLACKROCK FUNDS - iShares U.S. Long Credit Bond Index Fund
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
ITBAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD TOTAL RETURN BOND FUND Class A
|
|
|
|
|
|
AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
SWAGX - SCHWAB INVESTMENTS - Schwab U.S. Aggregate Bond Index Fund
|
|
|
|
|
|
Birchbrook, Inc.
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
|
FNDSX - FIDELITY SALEM STREET TRUST - Fidelity Sustainability Bond Index Fund
|
|
|
|
|
|
AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF
|
|
|
|
|
|
GFS Advisors, LLC
|
|
|
|
|
|
Revolve Wealth Partners, LLC
|
|
|
|
|
|
FNY Investment Advisers, LLC
|
|
|
|
|
|
FHMFX - FIDELITY SALEM STREET TRUST - Fidelity Series Corporate Bond Fund
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
Spinnaker Trust
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
VCIGX - VALIC Co I - Dividend Value Fund
|
|
|
|
|
|
St. Clair Advisors, LLC
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Total Bond Market Index Portfolio
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
|
|
|
|
|
Siemens Fonds Invest GmbH
|
|
|
|
|
|
SPLB - SPDR SERIES TRUST - SPDR(R) Portfolio Long Term Corporate Bond ETF
|
|
|
|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Equity Income Portfolio
|
|
|
|
|
|
WestEnd Advisors, LLC
|
|
|
|
|
|
PKO Investment Management Joint-Stock Co
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
Long Focus Capital Management, Llc
|
|
|
|
|
|
Laurion Capital Management LP
|
|
|
|
|
|
PINK - Simplify Exchange Traded Funds - Simplify Health Care ETF
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
Fiera Capital Corp
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
|
|
|
|
|
|
Westpac Banking Corp
|
|
|
|
|
|
DCM Advisors, LLC
|
|
|
|
|
|
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N
|
|
|
|
|
|
Peoples Financial Services Corp.
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
HWMIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Mid-Cap Value Fund Class I
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
|
PCSIX - PACE SELECT ADVISORS TRUST - PACE Strategic Fixed Income Investments Class P
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
Kingstone Capital Partners Texas, LLC
|
|
|
|
|
|
La Banque Postale Asset Management SA
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I
|
|
|
|
|
|
Inlight Wealth Management, LLC
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
Advisory Alpha, LLC
|
|
|
|
|
|
WealthCollab, LLC
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Large Cap Value Fund Class 3
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
EQWL - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 100 Equal Weight ETF
|
|
|
|
|
|
Livelsberger Financial Advisory
|
|
|
|
|
|
QLMVIX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Large Cap Value Portfolio Class I
|
|
|
|
|
|
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
|
|
|
|
|
|
Voleon Capital Management Lp
|
|
|
|
|
|
KNGZ - FIRST TRUST EXCHANGE-TRADED FUND VI - US Equity Dividend Select ETF
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
Mascoma Wealth Management LLC
|
|
|
|
|
|
NEOS Investment Management LLC
|
|
|
|
|
|
Shelton Capital Management
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
Anfield Capital Management, LLC
|
|
|
|
|
|
apricus wealth, LLC
|
|
|
|
|
|
Callan Capital, LLC
|
|
|
|
|
|
IPFCX - ADVISORS SERIES TRUST - Poplar Forest Cornerstone Fund Investor Class
|
|
|
|
|
|
IVGAX - Voya INVESTORS TRUST - VY(R) Invesco Growth and Income Portfolio Class ADV
|
|
|
|
|
|
Inlet Private Wealth, LLC
|
|
|
|
|
|
FRTY - Alger ETF Trust - Alger Mid Cap 40 ETF
|
|
|
|
|
|
Orca Investment Management, LLC
|
|
|
|
|
|
Tocqueville Asset Management L.p.
|
|
|
|
|
|
RDIV - Invesco Exchange-Traded Fund Trust II - Invesco S&P Ultra Dividend Revenue ETF
|
|
|
|
|
|
FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A
|
|
|
|
|
|
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF
|
|
|
|
|
|
Oakworth Capital, Inc.
|
|
|
|
|
|
VSRDX - VALIC Co I - U.S. Socially Responsible Fund
|
|
|
|
|
|
Platform Technology Partners
|
|
|
|
|
|
Logan Capital Management Inc
|
|
|
|
|
|
Middleton & Co Inc/ma
|
|
|
|
|
|
FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
|
|
|
|
Apella Capital, LLC
|
|
|
|
|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
Curbstone Financial Management Corp
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
Salomon & Ludwin, LLC
|
|
|
|
|
|
Gabelli Funds Llc
|
|
|
|
|
|
MWSIX - Metropolitan West Funds - Metropolitan West Strategic Income Fund Class I
|
|
|
|
|
|
ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A
|
|
|
|
|
|
UniSuper Management Pty Ltd
|
|
|
|
|
|
Delta Financial Advisors Llc
|
|
|
|
|
|
Brown Miller Wealth Management, LLC
|
|
|
|
|
|
Beverly Hills Private Wealth, LLC
|
|
|
|
|
|
PGDIX - PRINCIPAL FUNDS INC - Global Diversified Income Fund Institutional Class
|
|
|
|
|
|
Graney & King, LLC
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
Boston Family Office Llc
|
|
|
|
|
|
AHSAX - ALGER FUNDS - Alger Health Sciences Fund Class A
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
AMRMX - AMERICAN MUTUAL FUND - AMERICAN MUTUAL FUND Class A
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
POGRX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Growth Fund
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
Milliman Variable Insurance Trust - Milliman - Capital Group Hedged U.S. Income and Growth Fund Class 3
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund
|
|
|
|
|
|
LBWAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Diversified US Large Cap Value Fund Class A
|
|
|
|
|
|
SWAN Capital LLC
|
|
|
|
|
|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
WOBDX - JPMORGAN TRUST II - JPMorgan Core Bond Fund Class I
|
|
|
|
|
|
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
BLACKROCK FUNDS VII, INC. - BlackRock Sustainable U.S. Value Equity Fund - Class K Shares
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB
|
|
|
|
|
|
Independence Asset Advisors, LLC
|
|
|
|
|
|
DODWX - DODGE & COX FUNDS - Dodge & Cox Global Stock Fund
|
|
|
|
|
|
EVSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined U.S. Core Fund Class A
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
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|
Securian Asset Management, Inc
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DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF
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