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Morgan Stanley
|
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|
Centennial Bank/AR/
|
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Summit Financial, LLC
|
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FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
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|
Alpine Total Dynamic Dividend Fund
|
|
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|
Simplicity Wealth,LLC
|
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Cibc World Markets Corp
|
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DT Investment Partners, LLC
|
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|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
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|
Mml Investors Services, Llc
|
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FineMark National Bank & Trust
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
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|
LCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Large Core ETF
|
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|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
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|
AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF
|
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|
Good Life Advisors, LLC
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|
General American Investors Co Inc
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|
Abacus Planning Group, Inc.
|
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Silver Lake Advisory, LLC
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Credit Agricole S A
|
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TIMVX - TIAA-CREF FUNDS - TIAA-CREF Mid-Cap Value Fund Institutional Class
|
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QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
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|
Nuveen, LLC
|
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|
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
|
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FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I
|
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Norinchukin Bank, The
|
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Wealthcare Advisory Partners LLC
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Envestnet Portfolio Solutions, Inc.
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EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
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TRVLX - T. Rowe Price Value Fund, Inc. - T. Rowe Price Value Fund, Inc.
|
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SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
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Vanguard Group Inc
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Johnson Investment Counsel Inc
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Resources Investment Advisors, LLC.
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Connor, Clark & Lunn Investment Management Ltd.
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IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
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Mutual Of America Capital Management Llc
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Mizuho Securities Usa Llc
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Astoria Portfolio Advisors LLC.
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Farther Finance Advisors, LLC
|
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|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
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|
Somerset Trust Co
|
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Mizuho Securities Usa Llc
|
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Abc Arbitrage Sa
|
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Uncommon Cents Investing LLC
|
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SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
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Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
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|
Checchi Capital Advisers, LLC
|
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|
TDVG - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Dividend Growth ETF
|
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CPAEX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Tactical Equity Fund Class A Shares
|
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|
Peak6 Llc
|
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Impact Partnership Wealth, LLC
|
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Wolff Wiese Magana Llc
|
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YLDE - Legg Mason ETF Investment Trust - ClearBridge Dividend Strategy ESG ETF
|
|
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UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
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|
Charter Research & Investment Group, Inc.
|
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Ballentine Partners, LLC
|
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Alerus Financial Na
|
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Forsta Ap-fonden
|
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Aprio Wealth Management, LLC
|
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|
Daymark Wealth Partners, Llc
|
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|
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund
|
|
|
|
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|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
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|
Mascoma Wealth Management LLC
|
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BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
|
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Oxford Asset Management Llp
|
|
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|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
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|
Founders Financial Securities Llc
|
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|
AQGNX - AQR Funds - AQR Global Equity Fund Class N
|
|
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|
Intrust Bank Na
|
|
|
|
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|
SJCAX - STEWARD FUNDS, INC. - Steward Large Cap Core Fund Class A
|
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
|
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|
|
|
LSVGX - ADVISORS' INNER CIRCLE FUND - LSV Global Value Fund Institutional Class Shares
|
|
|
|
|
|
Intech Investment Management Llc
|
|
|
|
|
|
PRFDX - T. Rowe Price Equity Income Fund, Inc. - T. Rowe Price Equity Income Fund
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund
|
|
|
|
|
|
Kimelman & Baird, LLC
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
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|
Smith Group Asset Management, LLC
|
|
|
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|
PENN SERIES FUNDS INC - Index 500 Fund
|
|
|
|
|
|
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares
|
|
|
|
|
|
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV
|
|
|
|
|
|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
Group One Trading, L.p.
|
|
|
|
|
|
MTM Investment Management, LLC
|
|
|
|
|
|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
Hallmark Capital Management Inc
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
|
|
|
|
|
|
Vinva Investment Management Ltd
|
|
|
|
|
|
Point72 Asia (Singapore) Pte. Ltd.
|
|
|
|
|
|
BCAMX - PROFESSIONALLY MANAGED PORTFOLIOS - Boston Common ESG Impact U.S. Equity Fund Boston Common ESG Impact U.S. Equity
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
City National Bank Of Florida /msd
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
Tounjian Advisory Partners, Llc
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
|
|
|
|
OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund
|
|
|
|
|
|
Paradigm Capital Management, LLC/NV
|
|
|
|
|
|
TQMVX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Value Equity Fund
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
VELA Funds - VELA Large Cap 130/30 Fund Class I
|
|
|
|
|
|
MBNAX - MAINSTAY FUNDS TRUST - MainStay Balanced Fund Class A
|
|
|
|
|
|
JOET - Virtus ETF Trust II - Virtus Terranova U.S. Quality Momentum ETF
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
|
|
|
|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
|
|
|
|
Caldwell Securities, Inc
|
|
|
|
|
|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Institutional Investment Strategy Fund
|
|
|
|
|
|
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A
|
|
|
|
|
|
Allianz Se
|
|
|
|
|
|
Piscataqua Savings Bank
|
|
|
|
|
|
NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF
|
|
|
|
|
|
Choate Investment Advisors
|
|
|
|
|
|
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
|
|
|
|
|
|
Raleigh Capital Management Inc.
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON AB Relative Value Portfolio
|
|
|
|
|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
|
|
|
|
|
FLDFX - Meeder Funds - BALANCED FUND Retail Class
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
Voya Global Equity Dividend & Premium Opportunity Fund
|
|
|
|
|
|
Illinois Municipal Retirement Fund
|
|
|
|
|
|
Prudent Man Investment Management, Inc.
|
|
|
|
|
|
La Banque Postale Asset Management SA
|
|
|
|
|
|
Tacita Capital Inc
|
|
|
|
|
|
MXEQX - GREAT-WEST FUNDS INC - Great-West Large Cap Value Fund Investor Class
|
|
|
|
|
|
Syon Capital Llc
|
|
|
|
|
|
TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund
|
|
|
|
|
|
MPISX - BNY MELLON FUNDS TRUST - BNY Mellon Income Stock Fund Class M Shares
|
|
|
|
|
|
MQS Management LLC
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
|
Trust Point Inc.
|
|
|
|
|
|
Olistico Wealth, LLC
|
|
|
|
|
|
NMIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Enhanced Core Fund Class A
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
|
|
|
|
|
Carderock Capital Management Inc
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
City State Bank
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
Canada Pension Plan Investment Board
|
|
|
|
|
|
VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares
|
|
|
|
|
|
Oakworth Capital, Inc.
|
|
|
|
|
|
Hilltop Holdings Inc.
|
|
|
|
|
|
AGH Wealth Advisors, LLC
|
|
|
|
|
|
RBA Wealth Management, LLC
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
Compagnie Lombard Odier SCmA
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
|
|
|
AVIE - AMERICAN CENTURY ETF TRUST - Avantis Inflation Focused Equity ETF
|
|
|
|
|
|
Vision Financial Markets Llc
|
|
|
|
|
|
PDS Planning, Inc
|
|
|
|
|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
|
|
Coastal Bridge Advisors, LLC
|
|
|
|
|
|
Crowley Wealth Management, Inc.
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
Tiemann Investment Advisors, Llc
|
|
|
|
|
|
VCIGX - VALIC Co I - Dividend Value Fund
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
|
|
|
|
Marquette Asset Management, LLC
|
|
|
|
|
|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
|
|
|
|
|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
Golden State Equity Partners
|
|
|
|
|
|
Rodgers Brothers Inc.
|
|
|
|
|
|
M&G Plc
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
Challenger Wealth Management
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
|
|
|
|
Jarislowsky, Fraser Ltd
|
|
|
|
|
|
Legacy Wealth Managment, LLC/ID
|
|
|
|
|
|
Gilbert & Cook, Inc.
|
|
|
|
|
|
MBOVX - M FUND INC - M Large Cap Value Fund
|
|
|
|
|
|
DDIAX - Delaware Group Equity Funds V - Delaware Wealth Builder Fund Class A
|
|
|
|
|
|
WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
|
|
|
|
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
Winton Capital Group Ltd
|
|
|
|
|
|
Crews Bank & Trust
|
|
|
|
|
|
Brave Asset Management Inc
|
|
|
|
|
|
SILVER OAK SECURITIES, Inc
|
|
|
|
|
|
Sherbrooke Park Advisers Llc
|
|
|
|
|
|
Estabrook Capital Management
|
|
|
|
|
|
Union Savings Bank
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
BKD Wealth Advisors, LLC
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
Pzena Investment Management Llc
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
|
|
|
Steel Peak Wealth Management LLC
|
|
|
|
|
|
Harvest Fund Management Co., Ltd
|
|
|
|
|
|
IGHSX - Voya VARIABLE PORTFOLIOS INC - Voya Global Equity Portfolio Class S
|
|
|
|
|
|
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
Sunflower Bank, N.A.
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
Wood Tarver Financial Group, LLC
|
|
|
|
|
|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Growth & Income Fund Initial Class
|
|
|
|
|
|
Millstone Evans Group, LLC
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
Charter Trust Co
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
Mizuho Markets Cayman LP
|
|
|
|
|
|
Hickory Point Bank & Trust
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
|
|
|
|
AVLV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value ETF
|
|
|
|
|
|
FSWCX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Value Index Fund
|
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
GIMFX - GMO TRUST - GMO Implementation Fund
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
STXV - EA Series Trust - Strive 1000 Value ETF
|
|
|
|
|
|
CBHAX - Victory Portfolios II - Victory Market Neutral Income Fund Class A
|
|
|
|
|
|
Vontobel Holding Ltd.
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
Groupama Asset Managment
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Income Builder Portfolio Initial Class
|
|
|
|
|
|
Tompkins Financial Corp
|
|
|
|
|
|
Bank of Jackson Hole Trust
|
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
|
|
|
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF
|
|
|
|
|
|
ExodusPoint Capital Management, LP
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
|
|
|
Prelude Capital Management, Llc
|
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Banque Cantonale Vaudoise
|
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|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
|
|
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|
KIE - SPDR SERIES TRUST - SPDR(R) S&P Insurance ETF
|
|
|
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|
Hollencrest Capital Management
|
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|
Jennison Associates Llc
|
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|
Cary Street Partners Financial Llc
|
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|
National Bank Of Canada /fi/
|
|
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|
Meeder Asset Management Inc
|
|
|
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|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
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|
|
|
|
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
|
|
|
|
|
IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I
|
|
|
|
|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
|
|
|
|
Wedgewood Investors Inc /pa/
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
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|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
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|
Prospera Financial Services Inc
|
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|
|
|
Maseco Llp
|
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Zurcher Kantonalbank (Zurich Cantonalbank)
|
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ASR Vermogensbeheer N.V.
|
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Carlton Hofferkamp & Jenks Wealth Management, LLC
|
|
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|
Public Employees Retirement System Of Ohio
|
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|
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|
Occudo Quantitative Strategies Lp
|
|
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Aegon Asset Management Uk Plc
|
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PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares
|
|
|
|
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|
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
|
|
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|
Bnp Paribas Arbitrage, Sa
|
|
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Quest Partners LLC
|
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GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
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|
Axq Capital, Lp
|
|
|
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QUVU - Hartford Funds Exchange-Traded Trust - Hartford Quality Value ETF
|
|
|
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Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
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Godshalk Welsh Capital Management, Inc.
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Financial Perspectives, Inc
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Core Alternative Capital
|
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BVPIX - FORUM FUNDS II - Baywood ValuePlus Fund Institutional Shares
|
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NZUS - SPDR SERIES TRUST - SPDR MSCI USA Climate Paris Aligned ETF
|
|
|
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|
|
Motco
|
|
|
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|
Wealth Preservation Advisors, LLC
|
|
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HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
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|
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
|
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|
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SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
|
|
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|
Resources Management Corp /ct/ /adv
|
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|
AFDIX - American Century Mutual Funds, Inc. - Sustainable Equity Fund Investor Class
|
|
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|
InvesTrust
|
|
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|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
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|
Country Trust Bank
|
|
|
|
|
|
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
|
|
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|
Wiley Bros.-aintree Capital, Llc
|
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|
Guggenheim Strategic Opportunities Fund
|
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Invesco Exchange-Traded Fund Trust II - Invesco ESG S&P 500 Equal Weight ETF
|
|
|
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|
Precedent Wealth Partners, Llc
|
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|
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF
|
|
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|
Tradewinds Capital Management, LLC
|
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|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
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IFG Advisory, LLC
|
|
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|
PWV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Large Cap Value ETF
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series B1
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
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|
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
|
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|
Private Advisor Group, LLC
|
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New York State Common Retirement Fund
|
|
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Profunds - Profund Vp Large-cap Value
|
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DODBX - DODGE & COX FUNDS - Dodge & Cox Balanced Fund
|
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|
Cary Street Partner Investment Advisory Llc
|
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Citadel Advisors Llc
|
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TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund
|
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|
Rocky Mountain Advisers, Llc
|
|
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NorthRock Partners, LLC
|
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AFPAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Income Fund Class A
|
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|
Allworth Financial LP
|
|
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|
Picton Mahoney Asset Management
|
|
|
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Mjp Associates Inc /adv
|
|
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|
|
FVD - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line Dividend Index Fund
|
|
|
|
|
|
FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class
|
|
|
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|
|
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
|
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|
Principia Wealth Advisory, LLC
|
|
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|
|
ACVF - ETF Opportunities Trust - American Conservative Values ETF
|
|
|
|
|
|
V-Square Quantitative Management LLC
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
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|
Great West Life Assurance Co /can/
|
|
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|
|
Utah Retirement Systems
|
|
|
|
|
|
Moors & Cabot, Inc.
|
|
|
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|
|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
|
|
|
|
|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
|
|
|
|
NAWGX - Voya MUTUAL FUNDS - Voya Global Equity Fund Class A
|
|
|
|
|
|
AIMZ Investment Advisors, LLC
|
|
|
|
|
|
Change Path, LLC
|
|
|
|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A4
|
|
|
|
|
|
Nvwm, Llc
|
|
|
|
|
|
OEF - iSHARES TRUST - iShares S&P 100 ETF
|
|
|
|
|
|
FSPCX - FIDELITY SELECT PORTFOLIOS - Insurance Portfolio
|
|
|
|
|
|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
|
|
Atlas Private Wealth Advisors
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
FFND - NORTHERN LIGHTS FUND TRUST II - The Future Fund Active ETF
|
|
|
|
|
|
Burney Co/
|
|
|
|
|
|
First Citizens Bank & Trust Co
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
Valued Wealth Advisors LLC
|
|
|
|
|
|
IRVIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Value Index Portfolio Class I
|
|
|
|
|
|
Alpine Global Dynamic Dividend Fund
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
Woodward Diversified Capital, Llc
|
|
|
|
|
|
Gsa Capital Partners Llp
|
|
|
|
|
|
Continuum Advisory, LLC
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A3
|
|
|
|
|
|
IFS Advisors, LLC
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Comstock Portfolio Class IB
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
Raab & Moskowitz Asset Management LLC
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
Premier Fund Managers Ltd
|
|
|
|
|
|
Profunds - Profund Vp Bull
|
|
|
|
|
|
Bridgewater Advisors Inc.
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
|
|
|
|
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
|
|
|
|
|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
|
|
|
|
|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
|
|
|
|
Linscomb & Williams, Inc.
|
|
|
|
|
|
Tokio Marine Asset Management Co Ltd
|
|
|
|
|
|
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
TQGEX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM Global Equity Fund
|
|
|
|
|
|
DVY - iSHARES TRUST - iShares Select Dividend ETF
|
|
|
|
|
|
Patton Fund Management, Inc.
|
|
|
|
|
|
Gts Securities Llc
|
|
|
|
|
|
SHRY - FIRST TRUST EXCHANGE-TRADED FUND VI - Large Cap US Equity Select ETF
|
|
|
|
|
|
Capital Investment Advisors, LLC
|
|
|
|
|
|
Jefferies Financial Group Inc.
|
|
|
|
|
|
UYG - PROSHARES TRUST - ProShares Ultra Financials
|
|
|
|
|
|
Virtue Capital Management, LLC
|
|
|
|
|
|
Fundamentun, Llc
|
|
|
|
|
|
Inceptionr Llc
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
|
|
|
|
|
Quotient Wealth Partners, LLC
|
|
|
|
|
|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
|
|
|
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
|
|
|
|
|
|
Susquehanna Portfolio Strategies, LLC
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
|
|
|
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF
|
|
|
|
|
|
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
Old National Bancorp /in/
|
|
|
|
|
|
Davis R M Inc
|
|
|
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
|
|
|
|
|
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
Claro Advisors LLC
|
|
|
|
|
|
MidWestOne Financial Group, Inc.
|
|
|
|
|
|
Interchange Capital Partners, LLC
|
|
|
|
|
|
Argent Trust Co
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
Gen-Wealth Partners Inc
|
|
|
|
|
|
NJ State Employees Deferred Compensation Plan
|
|
|
|
|
|
WTV - WisdomTree Trust - WisdomTree U.S. Quality Shareholder Yield Fund N/A
|
|
|
|
|
|
Capital Fund Management S.a.
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
Diversified Trust Co
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Legg Mason BW Large Cap Value Portfolio Class 1
|
|
|
|
|
|
Mediolanum International Funds Ltd
|
|
|
|
|
|
Mather Group, Llc.
|
|
|
|
|
|
ACSTX - Aim Sector Funds (invesco Sector Funds) - Invesco Comstock Fund Class A
|
|
|
|
|
|
Bank & Trust Co
|
|
|
|
|
|
Arete Wealth Advisors, LLC
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
RLCAX - Columbia Funds Series Trust II - Columbia Disciplined Value Fund Class A
|
|
|
|
|
|
Venturi Wealth Management, LLC
|
|
|
|
|
|
Ignite Planners, LLC
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
Cranbrook Wealth Management, LLC
|
|
|
|
|
|
Chapman Financial Group, Llc
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
|
|
|
|
|
Tidemark, LLC
|
|
|
|
|
|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
|
|
|
|
|
Versor Investments LP
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
|
|
|
|
|
Elo Mutual Pension Insurance Co
|
|
|
|
|
|
Northwest & Ethical Investments L.P.
|
|
|
|
|
|
Sompo Japan Nipponkoa Asset Management Co.,ltd.
|
|
|
|
|
|
Dean Investment Associates, Llc
|
|
|
|
|
|
Centerpoint Advisors, LLC
|
|
|
|
|
|
Richardson Financial Services Inc.
|
|
|
|
|
|
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
|
|
|
|
|
|
Bragg Financial Advisors, Inc
|
|
|
|
|
|
Diamond Hill Capital Management Inc
|
|
|
|
|
|
Ransom Advisory, Ltd
|
|
|
|
|
|
Glenview Trust Co
|
|
|
|
|
|
Strategic Advisors LLC
|
|
|
|
|
|
Garde Capital, Inc.
|
|
|
|
|
|
Meridian Investment Counsel Inc.
|
|
|
|
|
|
1st Source Bank
|
|
|
|
|
|
American National Bank
|
|
|
|
|
|
Point72 Europe (London) LLP
|
|
|
|
|
|
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio -
|
|
|
|
|
|
Crawford Investment Counsel Inc
|
|
|
|
|
|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
|
|
|
|
|
FEUS - FlexShares Trust - FlexShares ESG & Climate US Large Cap Core Index Fund
|
|
|
|
|
|
Advantage Trust Co
|
|
|
|
|
|
VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares
|
|
|
|
|
|
MDDAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Diversified Value Fund Class A
|
|
|
|
|
|
FreeGulliver LLC
|
|
|
|
|
|
Miracle Mile Advisors, LLC
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
Point72 (DIFC) Ltd
|
|
|
|
|
|
RYZAX - RYDEX SERIES FUNDS - S&P 500 Pure Value Fund Class H
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
|
|
|
|
|
SLVAX - Columbia Funds Series Trust II - Columbia Select Large Cap Value Fund Columbia Select Large Cap Value Fun Class A
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
Horizons Wealth Management
|
|
|
|
|
|
Atlantic Edge Private Wealth Management, LLC
|
|
|
|
|
|
Pensionfund Sabic
|
|
|
|
|
|
Citizens Financial Group Inc/ri
|
|
|
|
|
|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF
|
|
|
|
|
|
Pathway Financial Advisers, LLC
|
|
|
|
|
|
JAEEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Equity Income Trust NAV
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
PKW - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco BuyBack Achievers ETF
|
|
|
|
|
|
PENN SERIES FUNDS INC - Large Cap Value Fund
|
|
|
|
|
|
JPIVX - JPMorgan Trust I - JPMorgan Intrepid Value Fund Class I
|
|
|
|
|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
|
|
|
|
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF
|
|
|
|
|
|
Robeco Institutional Asset Management B.V.
|
|
|
|
|
|
Pinnacle Financial Partners Inc
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF
|
|
|
|
|
|
SageView Advisory Group, LLC
|
|
|
|
|
|
Capstone Investment Advisors, Llc
|
|
|
|
|
|
Hancock Whitney Corp
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
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Security National Bank
|
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|
Traub Capital Management LLC
|
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|
|
VLUE - iSHARES TRUST - iShares Edge MSCI USA Value Factor ETF
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
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|
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|
Dark Forest Capital Management Lp
|
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|
Northwestern Mutual Investment Management Company, Llc
|
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|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
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|
Marathon Capital Management
|
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|
CFLGX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Tactical Dividend Income Fund Class A
|
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|
Fortress Private Ledger, Llc
|
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|
Foster Victor Wealth Advisors, LLC
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|
Ossiam
|
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|
One Wealth Advisors, LLC
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Large Company Value Fund Standard Class II
|
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|
Loomis Sayles & Co L P
|
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|
Drive Wealth Management, Llc
|
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CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
|
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|
Walleye Trading LLC
|
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DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF
|
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Jones Financial Companies Lllp
|
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CVSE - Morgan Stanley ETF Trust - Calvert US Select Equity ETF
|
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Arlington Trust Co LLC
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Old North State Trust, LLC
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Putnam Fl Investment Management Co
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St. Louis Trust Co
|
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Cornerstone Total Return Fund Inc
|
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|
Headlands Technologies LLC
|
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|
Fortis Group Advisors, LLC
|
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|
Pines Wealth Management, LLC
|
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|
Cape Investment Advisory, Inc.
|
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Readystate Asset Management Lp
|
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CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
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|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
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|
Chicago Partners Investment Group LLC
|
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|
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund
|
|
|
|
|
|
Fulton Bank, N.a.
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
Essex Financial Services, Inc.
|
|
|
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|
Capital Advisory Group Advisory Services, LLC
|
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|
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FT Vest Total Return Income Fund: Series A3
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
Adviser Investments LLC
|
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|
|
|
|
Consolidated Portfolio Review Corp
|
|
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McElhenny Sheffield Capital Management, LLC
|
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QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
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|
Glenmede Trust Co Na
|
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CBIZ Investment Advisory Services, LLC
|
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GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III
|
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|
Rialto Wealth Management, LLC
|
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Ancora Advisors, LLC
|
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High Note Wealth, LLC
|
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Swedbank AB
|
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Simon Quick Advisors, Llc
|
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Geode Capital Management, Llc
|
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SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
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|
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
|
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|
Teachers Retirement System Of The State Of Kentucky
|
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Agf Management Ltd
|
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|
SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
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|
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|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares
|
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|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
|
|
|
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|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Comstock Fund Series I
|
|
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|
Mbb Public Markets I Llc
|
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Two Sigma Investments, Lp
|
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CIBC World Markets Inc.
|
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Czech National Bank
|
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|
Founders Capital Management
|
|
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Hughes Financial Services, LLC
|
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|
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares
|
|
|
|
|
|
Navalign, LLC
|
|
|
|
|
|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
HADAX - Hartford Series Fund Inc - Hartford Balanced Hls Fund Ia
|
|
|
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|
JDM Financial Group LLC
|
|
|
|
|
|
DIFAX - MFS SERIES TRUST XIII - MFS Diversified Income Fund A
|
|
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|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
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|
Sigma Planning Corp
|
|
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|
FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class
|
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|
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|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
E. Ohman J:or Asset Management AB
|
|
|
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|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
|
|
|
|
|
LSVMX - ADVISORS' INNER CIRCLE FUND - LSV U.S. MANAGED VOLATILITY FUND Institutional Class Shares
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
Gables Capital Management Inc.
|
|
|
|
|
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
|
|
|
|
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
|
|
|
|
|
Institute for Wealth Management, LLC.
|
|
|
|
|
|
Indiana Trust & Investment Management CO
|
|
|
|
|
|
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
|
|
|
|
|
|
Kinneret Advisory, LLC
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
APG Asset Management N.V.
|
|
|
|
|
|
FCFY - FIRST TRUST EXCHANGE-TRADED FUND - First Trust S&P 500 Diversified Free Cash Flow ETF
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
|
|
Cladis Investment Advisory, LLC
|
|
|
|
|
|
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
|
Everence Capital Management Inc
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
TWBIX - American Century Mutual Funds, Inc. - Balanced Fund Investor Class
|
|
|
|
|
|
Verdence Capital Advisors LLC
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
Cascade Investment Advisors, Inc.
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
|
|
|
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
|
|
|
|
|
|
Joule Financial, LLC
|
|
|
|
|
|
Mork Capital Management, LLC
|
|
|
|
|
|
Capitolis Liquid Global Markets LLC
|
|
|
|
|
|
Evoke Wealth, Llc
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
ISAM Funds (UK) Ltd
|
|
|
|
|
|
Rexford Capital Inc
|
|
|
|
|
|
Trust Asset Management LLC
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
|
|
|
|
|
Nebula Research & Development LLC
|
|
|
|
|
|
Profunds - Profund Vp Ultrabull
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
|
|
|
|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Balanced Fund Service Class
|
|
|
|
|
|
Polymer Capital Management (US) LLC
|
|
|
|
|
|
International Assets Investment Management, Llc
|
|
|
|
|
|
Kovack Advisors, Inc.
|
|
|
|
|
|
CFVLX - COMMERCE FUNDS - The Value Fund Shares
|
|
|
|
|
|
FUNL - Advisor Managed Portfolios - CornerCap Fundametrics Large-Cap ETF
|
|
|
|
|
|
AFVLX - World Funds Trust - Applied Finance Select Fund Investor Class
|
|
|
|
|
|
Western Wealth Management, LLC
|
|
|
|
|
|
EQWL - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 100 Equal Weight ETF
|
|
|
|
|
|
DODWX - DODGE & COX FUNDS - Dodge & Cox Global Stock Fund
|
|
|
|
|
|
PrairieView Partners, LLC
|
|
|
|
|
|
Janney Capital Management LLC
|
|
|
|
|
|
Multi-strategy Growth & Income Fund
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
Canandaigua National Bank & Trust Co
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
Avestar Capital, LLC
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
Rafferty Asset Management, LLC
|
|
|
|
|
|
Webster Bank, N. A.
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
Meyer Handelman Co
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
|
|
|
|
|
DBOAX - BNY Mellon Investment Funds VI - BNY Mellon Balanced Opportunity Fund Class A
|
|
|
|
|
|
Guardian Wealth Advisors, Llc / Nc
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
|
|
|
|
|
Kmg Fiduciary Partners, Llc
|
|
|
|
|
|
New Mexico Educational Retirement Board
|
|
|
|
|
|
Forum Financial Management, LP
|
|
|
|
|
|
Gold Investment Management Ltd.
|
|
|
|
|
|
Plimoth Trust Co Llc
|
|
|
|
|
|
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A
|
|
|
|
|
|
180 Wealth Advisors, Llc
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
NOLVX - Northern Funds - Northern Large Cap Value Fund
|
|
|
|
|
|
NWAPX - NATIONWIDE MUTUAL FUNDS - Nationwide Mellon Disciplined Value Fund Eagle Class
|
|
|
|
|
|
Freemont Management S.A.
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
LSVD - ADVISORS' INNER CIRCLE FUND - LSV Disciplined Value ETF
|
|
|
|
|
|
Intelligent Financial Strategies
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Financial Services Fund Variable Annuity
|
|
|
|
|
|
Legacy Capital Group California, Inc.
|
|
|
|
|
|
Sciencast Management LP
|
|
|
|
|
|
Stone House Investment Management, LLC
|
|
|
|
|
|
Northern Lights Variable Trust - Power Dividend Index VIT Fund Class 2 shares
|
|
|
|
|
|
Hikari Power Ltd
|
|
|
|
|
|
Oddo Bhf Asset Management Sas
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
North Capital, Inc.
|
|
|
|
|
|
Centiva Capital, LP
|
|
|
|
|
|
Acadian Asset Management Llc
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
|
|
|
|
Cornerstone Select Advisors, LLC
|
|
|
|
|
|
Diversify Wealth Management, Llc
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
Texas Bank & Trust Co
|
|
|
|
|
|
Nilsine Partners, LLC
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Equity Income Portfolio
|
|
|
|
|
|
Maven Securities LTD
|
|
|
|
|
|
Boothbay Fund Management, Llc
|
|
|
|
|
|
Triumph Capital Management
|
|
|
|
|
|
IAG Wealth Partners, LLC
|
|
|
|
|
|
Sivia Capital Partners, LLC
|
|
|
|
|
|
Kiker Wealth Management, LLC
|
|
|
|
|
|
Capital Asset Advisory Services LLC
|
|
|
|
|
|
Cito Capital Group, LLC
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
Silvant Capital Management LLC
|
|
|
|
|
|
WestEnd Advisors, LLC
|
|
|
|
|
|
PRISX - T. Rowe Price Financial Services Fund, Inc. - T. Rowe Price Financial Services Fund, Inc.
|
|
|
|
|
|
Catalyst Funds Management Pty Ltd
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
Legacy Capital Wealth Partners, LLC
|
|
|
|
|
|
Procyon Private Wealth Partners, LLC
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
RFG Advisory, LLC
|
|
|
|
|
|
KC Investment Advisors, LLC
|
|
|
|
|
|
PFS Partners, LLC
|
|
|
|
|
|
Calamos Advisors LLC
|
|
|
|
|
|
Pacer Advisors, Inc.
|
|
|
|
|
|
Mcrae Capital Management Inc
|
|
|
|
|
|
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares
|
|
|
|
|
|
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
|
|
|
|
|
|
Gateway Investment Advisers Llc
|
|
|
|
|
|
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A
|
|
|
|
|
|
Zacks Trust - Zacks All-Cap Core Fund Institutional Class Shares
|
|
|
|
|
|
Strategic Blueprint, LLC
|
|
|
|
|
|
Meiji Yasuda Asset Management Co Ltd.
|
|
|
|
|
|
LQPE - Tidal Trust III - PEO AlphaQuest(TM) Thematic PE ETF
|
|
|
|
|
|
JGYIX - John Hancock Funds III - John Hancock Global Shareholder Yield Fund Class I
|
|
|
|
|
|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
|
|
|
|
|
ENDW - EA Series Trust - Cambria Endowment Style ETF
|
|
|
|
|
|
Bright Futures Wealth Management, LLC.
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
Norges Bank
|
|
|
|
|
|
Eagle Strategies LLC
|
|
|
|
|
|
Scott Marsh Financial, LLC
|
|
|
|
|
|
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
|
|
|
|
|
|
Liberty All Star Equity Fund
|
|
|
|
|
|
Baker Tilly Financial, Llc
|
|
|
|
|
|
Rakuten Securities, Inc.
|
|
|
|
|
|
Prossimo Advisors, LLC
|
|
|
|
|
|
CFIAX - Columbia Funds Series Trust II - Columbia Flexible Capital Income Fund Class A
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio
|
|
|
|
|
|
Briaud Financial Planning, Inc
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
FOVL - iSHARES TRUST - iShares Focused Value Factor ETF
|
|
|
|
|
|
Andra AP-fonden
|
|
|
|
|
|
Vermillion & White Wealth Management Group, LLC
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
USCF - Themes ETF Trust - Themes US Cash Flow Champions ETF
|
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|
|
|
|
ORG Wealth Partners, LLC
|
|
|
|
|
|
Wbh Advisory Inc
|
|
|
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|
Profunds - Profund Vp Financials
|
|
|
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|
First National Trust Co
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
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|
|
|
Accurate Wealth Management, LLC
|
|
|
|
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|
MAINSTAY VP FUNDS TRUST - MainStay VP Epoch U.S. Equity Yield Portfolio Initial Class
|
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|
Cornerstone Wealth Group, LLC
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
Duncker Streett & Co Inc
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
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|
Lombard Odier Asset Management (Switzerland) SA
|
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|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
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|
Seacrest Wealth Management, Llc
|
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|
FNPIX - Profunds - Financials Ultrasector Profund Investor Class
|
|
|
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|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
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|
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|
|
Forte Capital Llc /adv
|
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|
Avanza Fonder AB
|
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|
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
|
|
|
|
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|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Dividend Opportunity Fund Class 3
|
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|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
|
|
Iowa State Bank
|
|
|
|
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|
Perfromance Wealth Partners, LLC
|
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|
CoreCap Advisors, LLC
|
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|
St. Johns Investment Management Company, LLC
|
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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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|
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|
ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund
|
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|
|
Benson Investment Management Company, Inc.
|
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|
Vise Technologies, Inc.
|
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|
Snowden Capital Advisors LLC
|
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|
USS Investment Management Ltd
|
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|
TruNorth Capital Management, LLC
|
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|
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MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF
|
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|
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|
Callan Capital, LLC
|
|
|
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|
TCTC Holdings, LLC
|
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|
|
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|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
VAGVX - VANGUARD WHITEHALL FUNDS - Vanguard Advice Select Global Value Fund Admiral Shares
|
|
|
|
|
|
River Street Advisors LLC
|
|
|
|
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|
Kuhn & Co Investment Counsel
|
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CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
|
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|
Allen Mooney & Barnes Investment Advisors LLC
|
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|
Northern Financial Advisors Inc
|
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|
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
|
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|
May Hill Capital, LLC
|
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Bnp Paribas
|
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|
Epoch Investment Partners, Inc.
|
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Highland Capital Management, Llc
|
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Unigestion Holding SA
|
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Dfa Investment Trust Co - The U.s. Large Cap Value Series
|
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|
Rakuten Investment Management, Inc.
|
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|
Capital Analysts, Inc.
|
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|
GPS Wealth Strategies Group, LLC
|
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|
KLCM Advisors, Inc.
|
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|
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
|
|
|
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|
ATGYX - CANTOR SELECT PORTFOLIOS TRUST - Cantor Fitzgerald Equity Opportunity Fund Institutional Class
|
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|
|
|
Catalytic Wealth RIA, LLC
|
|
|
|
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|
Sunbelt Securities, Inc.
|
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|
|
|
|
PXWGX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG Beta Quality Fund Investor Class
|
|
|
|
|
|
Graves-Light Private Wealth Management, Inc.
|
|
|
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|
Gotham Asset Management, LLC
|
|
|
|
|
|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
|
|
|
|
SPVM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Value with Momentum ETF
|
|
|
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
|
|
|
|
|
|
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
|
|
|
|
|
Korea Investment CORP
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
Integrated Advisors Network LLC
|
|
|
|
|
|
MFVAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Equity Opportunities Fund Class A
|
|
|
|
|
|
B. Metzler seel. Sohn & Co. AG
|
|
|
|
|
|
Lazari Capital Management, Inc.
|
|
|
|
|
|
Evolution Wealth Management Inc.
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K
|
|
|
|
|
|
Beaird Harris Wealth Management, LLC
|
|
|
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|
|
Argyle Capital Management Inc.
|
|
|
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|
|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
|
|
|
|
|
Enterprise Bank & Trust Co
|
|
|
|
|
|
Cyndeo Wealth Partners, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
|
|
|
|
|
Joel Isaacson & Co., LLC
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
Stuart Chaussee & Associates, Inc.
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
Spdr S&p 500 Etf Trust
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
Operose Advisors LLC
|
|
|
|
|
|
Delta Financial Group, Inc.
|
|
|
|
|
|
PFG Advisors
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
Koshinski Asset Management, Inc.
|
|
|
|
|
|
Investors Research Corp
|
|
|
|
|
|
Brandywine Global Investment Management, LLC
|
|
|
|
|
|
Cohen & Steers, Inc.
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
Perkins Coie Trust Co
|
|
|
|
|
|
AustralianSuper Pty Ltd
|
|
|
|
|
|
Hager Investment Management Services, Llc
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
Farmers & Merchants Trust Co of Chambersburg PA
|
|
|
|
|
|
Pflug Koory, LLC
|
|
|
|
|
|
Easterly Investment Partners Llc
|
|
|
|
|
|
Dodge & Cox
|
|
|
|
|
|
Barrett & Company, Inc.
|
|
|
|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
|
|
|
|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
|
|
BankPlus Trust Department
|
|
|
|
|
|
F/M Investments LLC
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
VYCBX - Voya EQUITY TRUST - Voya Corporate Leaders(R) 100 Fund Class C
|
|
|
|
|
|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
|
|
|
|
IMA Wealth, Inc.
|
|
|
|
|
|
Clear Street Markets Llc
|
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
Meeder Advisory Services, Inc.
|
|
|
|
|
|
Integrated Quantitative Investments LLC
|
|
|
|
|
|
LSVEX - ADVISORS' INNER CIRCLE FUND - LSV VALUE EQUITY FUND Institutional Class Shares
|
|
|
|
|
|
Mufg Securities Americas Inc.
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
Marex Group plc
|
|
|
|
|
|
Wesbanco Bank Inc
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 Pure Value Fund Variable Annuity
|
|
|
|
|
|
PACIFIC SELECT FUND - Dividend Growth Portfolio Class I
|
|
|
|
|
|
Quent Capital, LLC
|
|
|
|
|
|
MFWTX - MFS SERIES TRUST VI - MFS Global Total Return Fund A
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Barrow Hanley Dividend Focused VP Initial
|
|
|
|
|
|
SCJAX - STEWARD FUNDS, INC. - Steward Covered Call Income Fund Class A
|
|
|
|
|
|
Tiaa Trust, National Association
|
|
|
|
|
|
TGDIX - TCW FUNDS INC - TCW Relative Value Large Cap Fund I Class
|
|
|
|
|
|
COMMERCE FUNDS - The MidCap Value Fund Shares
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
Renaissance Technologies Llc
|
|
|
|
|
|
FIL Ltd
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
VHGEX - VANGUARD HORIZON FUNDS - Vanguard Global Equity Fund Investor Shares
|
|
|
|
|
|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
DAGVX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Dynamic Value Fund Class A
|
|
|
|
|
|
Ellevest, Inc.
|
|
|
|
|
|
NXTV - Simplify Exchange Traded Funds - Simplify Next Intangible Value Index ETF
|
|
|
|
|
|
Dai-Ichi Life Insurance Company, Ltd
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
|
|
|
|
|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
|
|
|
|
Plante Moran Financial Advisors, LLC
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Large Company Value Portfolio
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio
|
|
|
|
|
|
Lsv Asset Management
|
|
|
|
|
|
North Ridge Wealth Advisors, Inc.
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares
|
|
|
|
|
|
Wsfs Capital Management, Llc
|
|
|
|
|
|
Marcum Wealth, LLC
|
|
|
|
|
|
Retirement Systems of Alabama
|
|
|
|
|
|
Sofos Investments, Inc.
|
|
|
|
|
|
Root Financial Partners, LLC
|
|
|
|
|
|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
|
|
|
|
King Luther Capital Management Corp
|
|
|
|
|
|
Quest 10 Wealth Builders, Inc.
|
|
|
|
|
|
DELAWARE VIP TRUST - Delaware VIP Growth and Income Series Standard
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Income Portfolio
|
|
|
|
|
|
Convergence Investment Partners, LLC
|
|
|
|
|
|
Scarborough Advisors, LLC
|
|
|
|
|
|
Profund Advisors Llc
|
|
|
|
|
|
Principal Street Partners, LLC
|
|
|
|
|
|
Northeast Financial Consultants Inc
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
WealthTrak Capital Management LLC
|
|
|
|
|
|
Prudential Plc
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
|
|
|
|
|
|
SWS Partners
|
|
|
|
|
|
HIACX - Hartford Series Fund Inc - Hartford Capital Appreciation Hls Fund Ia
|
|
|
|
|
|
Wealth Alliance
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1
|
|
|
|
|
|
Westpac Banking Corp
|
|
|
|
|
|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Scotia Capital Inc.
|
|
|
|
|
|
Stock Yards Bank & Trust Co
|
|
|
|
|
|
Engineers Gate Manager LP
|
|
|
|
|
|
Equitable Holdings, Inc.
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
|
|
|
|
|
Tempus Wealth Planning, LLC
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
Tsfg, Llc
|
|
|
|
|
|
PPADX - GMO TRUST - GMO U.S. Opportunistic Value Fund Class III
|
|
|
|
|
|
Conning Inc.
|
|
|
|
|
|
Chesley Taft & Associates LLC
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
Eastern Bank
|
|
|
|
|
|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
|
|
|
|
|
Clarity Asset Management, Inc.
|
|
|
|
|
|
Weaver C. Barksdale & Associates, Inc.
|
|
|
|
|
|
Neville Rodie & Shaw Inc
|
|
|
|
|
|
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
|
|
|
|
|
RIMHX - CITY NATIONAL ROCHDALE FUNDS - City National Rochdale Dividend & Income Fund Class N
|
|
|
|
|
|
Ingalls & Snyder Llc
|
|
|
|
|
|
Mesirow Financial Investment Management, Inc.
|
|
|
|
|
|
Payden & Rygel
|
|
|
|
|
|
Cornerstone Wealth Management, LLC
|
|
|
|
|
|
GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class
|
|
|
|
|
|
Woodmont Investment Counsel Llc
|
|
|
|
|
|
MVGAX - MFS SERIES TRUST I - MFS Low Volatility Global Equity Fund A
|
|
|
|
|
|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
|
|
|
|
|
Arrowstreet Capital, Limited Partnership
|
|
|
|
|
|
Ar Asset Management Inc
|
|
|
|
|
|
Buckingham Strategic Partners
|
|
|
|
|
|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Advanced Strategies Portfolio
|
|
|
|
|
|
S-Bank Fund Management Ltd
|
|
|
|
|
|
Gulf International Bank (UK) Ltd
|
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
|
MCMVX - FORUM FUNDS - Monongahela All Cap Value Fund
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares
|
|
|
|
|
|
Moloney Securities Asset Management, LLC
|
|
|
|
|
|
Bridgewater Associates, LP
|
|
|
|
|
|
Premier Path Wealth Partners, LLC
|
|
|
|
|
|
SDVGX - SIT MUTUAL FUNDS INC - Sit Dividend Growth Fund - Class I
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A2
|
|
|
|
|
|
Trustmark National Bank Trust Department
|
|
|
|
|
|
Public Sector Pension Investment Board
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF
|
|
|
|
|
|
SOPAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Dividend Strategy Fund Class A
|
|
|
|
|
|
PBQAX - PRUDENTIAL JENNISON BLEND FUND, INC. - PGIM Jennison Blend Fund Class A
|
|
|
|
|
|
Toth Financial Advisory Corp
|
|
|
|
|
|
Minot DeBlois Advisors LLC
|
|
|
|
|
|
PFSAX - PRUDENTIAL SECTOR FUNDS, INC. - PGIM Jennison Financial Services Fund Class A
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
DecisionPoint Financial, LLC
|
|
|
|
|
|
NULV - Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF
|
|
|
|
|
|
Cohen Klingenstein LLC
|
|
|
|
|
|
TCM Advisors, LLC
|
|
|
|
|
|
Tredje AP-fonden
|
|
|
|
|
|
Davy Global Fund Management Ltd
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
Caption Management, LLC
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
Hemington Wealth Management
|
|
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|
Jnl Series Trust - Jnl/t. Rowe Price Value Fund (a)
|
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|
Fortitude Family Office, LLC
|
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|
Global Trust Asset Management, LLC
|
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|
MTRAX - MAINSTAY FUNDS - MainStay Income Builder Fund Class A
|
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|
IYF - iSHARES TRUST - iShares U.S. Financials ETF
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Wealth Builder Fund Standard Class
|
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|
Boyd Watterson Asset Management Llc/oh
|
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|
HHM Wealth Advisors, LLC
|
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|
Virtus Investment Advisers, Inc.
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|
Ball & Co Wealth Management Inc.
|
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|
Two Sigma Advisers, Lp
|
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|
|
|
VALAX - NORTHERN LIGHTS FUND TRUST II - Al Frank Fund Advisor Class
|
|
|
|
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|
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares
|
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|
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|
LSVVX - ADVISORS' INNER CIRCLE FUND - LSV CONSERVATIVE VALUE EQUITY FUND Institutional Class Shares
|
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|
Heritage Wealth Advisors
|
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Stephens Inc /ar/
|
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Moisand Fitzgerald Tamayo, LLC
|
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BancorpSouth Bank
|
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Avidian Wealth Solutions, LLC
|
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One Capital Management, LLC
|
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IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
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Regal Investment Advisors LLC
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Sandy Spring Bank
|
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Jnl Series Trust - Jnl/wmc Value Fund (a)
|
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Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
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|
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QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
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Arista Wealth Management, LLC
|
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|
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ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
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|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
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DAACX - Adviser Managed Trust - Diversified Equity Fund
|
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Wells Fargo & Company/mn
|
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Umb Bank N A/mo
|
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JDVRX - PRUDENTIAL INVESTMENT PORTFOLIOS 7 - PGIM JENNISON VALUE FUND Class R
|
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AlphaCore Capital LLC
|
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DEQAX - BNY Mellon Investment Funds III - BNY Mellon Global Equity Income Fund Class A
|
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Spire Wealth Management
|
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Impax Asset Management Group plc
|
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SPVU - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Enhanced Value ETF
|
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VCGAX - VALIC Co I - Growth & Income Fund
|
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Tower Research Capital LLC (TRC)
|
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QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
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QDEF - FlexShares Trust - FlexShares Quality Dividend Defensive Index Fund
|
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QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
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KRMA - Global X Funds - Global X Conscious Companies ETF
|
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AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
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Coston, McIsaac & Partners
|
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Portside Wealth Group, LLC
|
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Bartlett & Co. Wealth Management Llc
|
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EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
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|
TCG Advisory Services, LLC
|
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Kozak & Associates, Inc.
|
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Fifth Third Bancorp
|
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Valeo Financial Advisors, LLC
|
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Roble, Belko & Company, Inc
|
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HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class
|
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|
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio
|
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|
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
|
|
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|
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|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
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ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
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USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
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Beacon Capital Management, LLC
|
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Beacon Pointe Advisors, LLC
|
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Strive Asset Management, LLC
|
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Pitcairn Co
|
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Tudor Investment Corp Et Al
|
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Parallax Volatility Advisers, L.P.
|
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IFM Investors Pty Ltd
|
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Gifford Fong Associates
|
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|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
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|
EverSource Wealth Advisors, LLC
|
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|
Brown, Lisle/cummings, Inc.
|
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|
Brookwood Investment Group LLC
|
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|
Bayforest Capital Ltd
|
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Qube Research & Technologies Ltd
|
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|
Guardian Variable Products Trust - Guardian Growth & Income VIP Fund
|
|
|
|
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|
IWX - iSHARES TRUST - iShares Russell Top 200 Value ETF
|
|
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|
Kayne Anderson Rudnick Investment Management Llc
|
|
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TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
|
|
|
|
|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
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|
|
Natixis
|
|
|
|
|
|
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Equity Income VIP Fund
|
|
|
|
|
|
Romano Brothers And Company
|
|
|
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|
|
Mount Lucas Management LP
|
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|
Old Port Advisors
|
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|
|
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|
Silvercrest Asset Management Group Llc
|
|
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|
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|
MFS VARIABLE INSURANCE TRUST II - MFS Blended Research Core Equity Portfolio Initial Class
|
|
|
|
|
|
Hilltop National Bank
|
|
|
|
|
|
Richwood Investment Advisors, LLC
|
|
|
|
|
|
PNRAX - PUTNAM INVESTMENT FUNDS - Putnam Research Fund Class A Shares
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
Independence Bank of Kentucky
|
|
|
|
|
|
MAIPX - FORUM FUNDS - MAI Managed Volatility Fund Institutional
|
|
|
|
|
|
Cutler Capital Management, LLC
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
JT Stratford LLC
|
|
|
|
|
|
Roxbury Financial LLC
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT George Putnam Balanced Fund Class IA Shares
|
|
|
|
|
|
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
|
|
|
|
|
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF
|
|
|
|
|
|
Hillsdale Investment Management Inc.
|
|
|
|
|
|
GVEYX - GuideStone Funds - VALUE EQUITY FUND Institutional
|
|
|
|
|
|
RPGEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Growth Stock Fund
|
|
|
|
|
|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
Heritage Trust Co
|
|
|
|
|
|
Patten Group, Inc.
|
|
|
|
|
|
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund
|
|
|
|
|
|
Boston Common Asset Management, LLC
|
|
|
|
|
|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
Worldquant Millennium Advisors Llc
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
Marshall & Sterling Wealth Advisors Inc.
|
|
|
|
|
|
Tcw Group Inc
|
|
|
|
|
|
Uniplan Investment Counsel, Inc.
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
Paragon Capital Management Ltd
|
|
|
|
|
|
Mindset Wealth Management, Llc
|
|
|
|
|
|
J.P. Marvel Investment Advisors, LLC
|
|
|
|
|
|
Cigna Investments Inc /new
|
|
|
|
|
|
GFG Capital, LLC
|
|
|
|
|
|
REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF
|
|
|
|
|
|
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
|
|
|
|
|
EPSPX - MAINSTAY FUNDS TRUST - MainStay Epoch Global Equity Yield Fund Class A
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
VSTIX - VALIC Co I - Stock Index Fund
|
|
|
|
|
|
Waterloo Capital, L.P.
|
|
|
|
|
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
|
Humankind Investments LLC
|
|
|
|
|
|
Braun Stacey Associates Inc
|
|
|
|
|
|
Kerusso Capital Management LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
|
|
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
|
|
|
|
|
|
Pacific Center for Financial Services
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
|
|
|
|
|
ZDIVX - Zacks Trust - Zacks Dividend Fund Investor Class Shares
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A
|
|
|
|
|
|
Garrett Wealth Advisory Group, LLC
|
|
|
|
|
|
Nomura Holdings Inc
|
|
|
|
|
|
Texas Yale Capital Corp.
|
|
|
|
|
|
Point72 Hong Kong Ltd
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
Ofi Invest Asset Management
|
|
|
|
|
|
Board of the Pension Protection Fund
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
Norden Group Llc
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
Capital Investment Advisory Services, LLC
|
|
|
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
|
|
|
|
|
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
TILCX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Value Fund
|
|
|
|
|
|
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
|
|
|
|
|
NBCR - Neuberger Berman ETF Trust - Neuberger Berman Core Equity ETF
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
Kanawha Capital Management Llc
|
|
|
|
|
|
Sunpointe, LLC
|
|
|
|
|
|
Burns J W & Co Inc/ny
|
|
|
|
|
|
VASVX - VANGUARD WHITEHALL FUNDS - Vanguard Selected Value Fund Investor Shares
|
|
|
|
|
|
LVW Advisors, LLC
|
|
|
|
|
|
James Alpha Funds Trust - Easterly Snow Long/Short Opportunity Fund Class C
|
|
|
|
|
|
Blueshift Asset Management, LLC
|
|
|
|
|
|
Thompson Investment Management, Inc.
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
|
|
|
|
|
Carnegie Capital Asset Management, LLC
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
Ridgewood Investments LLC
|
|
|
|
|
|
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
Stevens Capital Management Lp
|
|
|
|
|
|
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A
|
|
|
|
|
|
Tyche Wealth Partners LLC
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
|
|
FYLG - Global X Funds - Global X Financials Covered Call & Growth ETF
|
|
|
|
|
|
Qtron Investments LLC
|
|
|
|
|
|
RGLO - Russell Investments Exchange Traded Funds - Global Equity Active ETF
|
|
|
|
|
|
Birmingham Capital Management Co Inc/al
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
Wright Investors Service Inc
|
|
|
|
|
|
Howard Hughes Medical Institute
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
Aspect Partners, LLC
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
Worth Asset Management, LLC
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
Nicolet Advisory Services, Llc
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series B1
|
|
|
|
|
|
American Assets Investment Management, LLC
|
|
|
|
|
|
McGlone Suttner Wealth Management, Inc.
|
|
|
|
|
|
Dumont & Blake Investment Advisors Llc
|
|
|
|
|
|
PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares
|
|
|
|
|
|
LOM Asset Management Ltd
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Real Return Portfolio Real Return Portfolio
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Large Cap Value Fund Class 3
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
|
|
|
|
XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
Austin Private Wealth, LLC
|
|
|
|
|
|
Williams Jones Wealth Management, LLC.
|
|
|
|
|
|
Ag2r La Mondiale Gestion D'actifs
|
|
|
|
|
|
HBK Sorce Advisory LLC
|
|
|
|
|
|
Smallwood Wealth Investment Management, LLC
|
|
|
|
|
|
Leo Wealth, LLC
|
|
|
|
|
|
Lmp Capital & Income Fund Inc.
|
|
|
|
|
|
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
|
|
|
|
|
Martingale Asset Management L P
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
Fruth Investment Management
|
|
|
|
|
|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
|
|
|
|
|
Hudson Value Partners, LLC
|
|
|
|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
|
Bdf-gestion
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
Spirepoint Private Client, Llc
|
|
|
|
|
|
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares
|
|
|
|
|
|
Jain Global LLC
|
|
|
|
|
|
Twinbeech Capital Lp
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares
|
|
|
|
|
|
Humankind Benefit Corp - Humankind US Stock ETF
|
|
|
|
|
|
Beverly Hills Private Wealth, LLC
|
|
|
|
|
|
Voleon Capital Management Lp
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
Pinnacle Associates Ltd
|
|
|
|
|
|
VMVLX - VANGUARD WORLD FUND - Vanguard Mega Cap Value Index Fund Institutional Shares
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
DVAL - Franklin Templeton ETF Trust - BrandywineGLOBAL-Dynamic US Large Cap Value ETF
|
|
|
|
|
|
Citizens National Bank Trust Department
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A
|
|
|
|
|
|
TD Capital Management LLC
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
|
|
|
|
|
|
Cidel Asset Management Inc
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
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SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
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|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
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|
Cullinan Associates Inc
|
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|
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|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
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|
Annis Gardner Whiting Capital Advisors, LLC
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|
Trajan Wealth LLC
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Gitterman Wealth Management, LLC
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|
Fca Corp /tx
|
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|
State Of Wisconsin Investment Board
|
|
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|
Two Roads Shared Trust - LeaderSharesTM AlphaFactor(R) US Core Equity ETF
|
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|
Alta Advisers Ltd
|
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|
Xponance, Inc.
|
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GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
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|
THRIVENT SERIES FUND INC - Thrivent Large Cap Value Portfolio Class A
|
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Bridgefront Capital, LLC
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|
Dakota Wealth Management
|
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Aquatic Capital Management LLC
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SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
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|
GHP Investment Advisors, Inc.
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Oppenheimer Asset Management Inc.
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SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
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|
Sanibel Captiva Trust Company, Inc.
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|
Armis Advisers, LLC
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|
LVPIX - Profunds - Large-cap Value Profund Investor Class
|
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|
SYMIX - MUTUAL FUND SERIES TRUST - AlphaCentric Symmetry Strategy Fund Class I
|
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|
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
|
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|
Northwest Bancshares, Inc.
|
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PJFV - PGIM ETF TRUST - PGIM Jennison Focused Value ETF
|
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|
Benjamin Edwards Inc
|
|
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|
PRAXIS FUNDS - Praxis Impact Large Cap Value ETF
|
|
|
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|
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
|
|
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LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
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|
Geneos Wealth Management Inc.
|
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RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
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|
Cantor Fitzgerald Investment Adviser L.p.
|
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|
Shufro Rose & Co Llc
|
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|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
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|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
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|
Maryland Capital Advisors Inc.
|
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Sara-Bay Financial
|
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VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
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|
LBWAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Diversified US Large Cap Value Fund Class A
|
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|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
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QDF - FlexShares Trust - FlexShares Quality Dividend Index Fund
|
|
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|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
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|
MAINSTAY VP FUNDS TRUST - MainStay VP Balanced Portfolio Initial Class
|
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|
Cornercap Investment Counsel Inc
|
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|
Sagespring Wealth Partners, Llc
|
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Machina Capital S.a.s.
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Segall Bryant & Hamill, Llc
|
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Center for Financial Planning, Inc.
|
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GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
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MetLife Investment Management, LLC
|
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RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF
|
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|
Iron Horse Wealth Management, LLC
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|
Brown Advisory Inc
|
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|
Logan Capital Management Inc
|
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CHURCHILL MANAGEMENT Corp
|
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|
BNY MELLON VARIABLE INVESTMENT FUND - Growth and Income Portfolio - Initial Shares
|
|
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|
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF
|
|
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MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
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|
|
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|
PABU - iSHARES TRUST - iShares Paris-Aligned Climate MSCI USA ETF
|
|
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|
BlackDiamond Wealth Management Inc.
|
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|
Stifel Financial Corp
|
|
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|
CBOE Vest Financial, LLC
|
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|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
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|
Empirical Finance, LLC
|
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|
Goldstone Financial Group, LLC
|
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|
GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
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|
Toronto Dominion Bank
|
|
|
|
|
|
FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class
|
|
|
|
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|
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
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|
Mirae Asset Global Investments Co., Ltd.
|
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|
|
Sit Investment Associates Inc
|
|
|
|
|
|
Rehmann Capital Advisory Group
|
|
|
|
|
|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
|
|
|
Kentucky Trust Co
|
|
|
|
|
|
ACLC - AMERICAN CENTURY ETF TRUST - American Century Sustainable Equity ETF
|
|
|
|
|
|
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
|
|
|
|
|
|
CLSUX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Sustainability Leaders Fund Class A
|
|
|
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|
|
Resona Asset Management Co.,Ltd.
|
|
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|
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|
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
Aspen Investment Management Inc
|
|
|
|
|
|
United Asset Strategies, Inc.
|
|
|
|
|
|
PZFVX - JOHN HANCOCK CAPITAL SERIES - Classic Value Fund Class A
|
|
|
|
|
|
Oliver Lagore Vanvalin Investment Group
|
|
|
|
|
|
Wambolt & Associates, LLC
|
|
|
|
|
|
Hudson Bay Capital Management LP
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
FAS - Direxion Shares ETF Trust - Direxion Daily Financial Bull 3X Shares
|
|
|
|
|
|
Jackson Square Capital, Llc
|
|
|
|
|
|
Delta Investment Management, LLC
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
Arthur M. Cohen & Associates, Llc
|
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
iA Global Asset Management Inc.
|
|
|
|
|
|
National Pension Service
|
|
|
|
|
|
First Command Advisory Services, Inc.
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
Royal London Asset Management Ltd
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
LOMAX - ADVISORS SERIES TRUST - Edgar Lomax Value Fund Investor Class
|
|
|
|
|
|
Ambassador Advisors, LLC
|
|
|
|
|
|
Assenagon Asset Management S.A.
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
Css Llc/il
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio
|
|
|
|
|
|
Grant Private Wealth Management Inc
|
|
|
|
|
|
Chevy Chase Trust Holdings, Inc.
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
Legend Financial Advisors, Inc.
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
Live Oak Private Wealth LLC
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
Kathmere Capital Management, LLC
|
|
|
|
|
|
Diversify Advisory Services, LLC
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
Dorsey & Whitney Trust CO LLC
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
Catalyst Capital Advisors LLC
|
|
|
|
|
|
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF
|
|
|
|
|
|
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A
|
|
|
|
|
|
Donoghue Forlines LLC
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
HMVAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD MIDCAP VALUE FUND Class A
|
|
|
|
|
|
ITEAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Equity Income Portfolio Class ADV
|
|
|
|
|
|
PWDAX - Northern Lights Fund Trust - Power Dividend Index Fund Class A
|
|
|
|
|
|
Accredited Wealth Management, LLC
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
First Financial Corp /in/
|
|
|
|
|
|
GDS Wealth Management
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
Wallace Advisory Group, LLC
|
|
|
|
|
|
N.E.W. Advisory Services LLC
|
|
|
|
|
|
Counterpoint Mutual Funds LLC
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
Glass Jacobson Investment Advisors llc
|
|
|
|
|
|
VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares
|
|
|
|
|
|
Baker Ellis Asset Management LLC
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
|
|
|
|
KNGZ - FIRST TRUST EXCHANGE-TRADED FUND VI - US Equity Dividend Select ETF
|
|
|
|
|
|
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
|
|
|
|
|
NOIEX - Northern Funds - Northern Income Equity Fund
|
|
|
|
|
|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
|
|
|
|
Canada Post Corp Registered Pension Plan
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
Peddock Capital Advisors, Llc
|
|
|
|
|
|
Provenance Wealth Advisors, LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
SEUIX - Sei Institutional Managed Trust - Simt Large Cap Value Fund Class I
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
Adirondack Trust Co
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
Journey Strategic Wealth Llc
|
|
|
|
|
|
New England Capital Financial Advisors LLC
|
|
|
|
|
|
PCLRX - PRUDENTIAL INVESTMENT PORTFOLIOS 16 - PGIM INCOME BUILDER FUND Class R
|
|
|
|
|
|
Sumitomo Life Insurance Co
|
|
|
|
|
|
Clearbridge Investments, LLC
|
|
|
|
|
|
NDVR, Inc.
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
Algert Global Llc
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
Lavaca Capital Llc
|
|
|
|
|
|
AIA Group Ltd
|
|
|
|
|
|
Northside Capital Management, LLC
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
Atlas Capital Advisors Llc
|
|
|
|
|
|
Prosperity Consulting Group, LLC
|
|
|
|
|
|
New Age Alpha Advisors, LLC
|
|
|
|
|
|
SummitTX Capital, L.P.
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
Nordea Investment Management Ab
|
|
|
|
|
|
Axa S.a.
|
|
|
|
|
|
Sweeney & Michel, Llc
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
|
|
|
|
|
Monument Capital Management
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
Persium Advisors, LLC
|
|
|
|
|
|
Hgk Asset Management Inc
|
|
|
|
|
|
CenterStar Asset Management, LLC
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
|
|
|
|
FNCL - FIDELITY COVINGTON TRUST - Fidelity MSCI Financials Index ETF
|
|
|
|
|
|
Curat Global, LLC
|
|
|
|
|
|
Bellevue Asset Management, Llc
|
|
|
|
|
|
Clean Yield Group
|
|
|
|
|
|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
|
|
|
Pin Oak Investment Advisors Inc
|
|
|
|
|
|
W Advisors, Llc
|
|
|
|
|
|
Missouri Trust & Investment Co
|
|
|
|
|
|
Stilwell Value LLC
|
|
|
|
|
|
Graypoint LLC
|
|
|
|
|
|
Trexquant Investment LP
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
|
|
|
|
|
Diligent Investors, LLC
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
Penobscot Investment Management Company, Inc.
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
RSPF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Financials ETF
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
Cornerstone Advisors, LLC
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
Foundations Investment Advisors, LLC
|
|
|
|
|
|
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
|
|
|
|
|
Kentucky Retirement Systems
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
JIEMX - John Hancock Funds II - Equity Income Fund Class NAV
|
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
New York Life Investment Management Llc
|
|
|
|
|
|
OWTEX - OLD WESTBURY FUNDS INC - Old Westbury Total Equity Fund
|
|
|
|
|
|
Varma Mutual Pension Insurance Co
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
Jacobs Levy Equity Management, Inc
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
ADAVX - Aberdeen Funds - Aberdeen Dynamic Dividend Fund Class A
|
|
|
|
|
|
Boxwood Ventures, Inc.
|
|
|
|
|
|
GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares
|
|
|
|
|
|
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
|
|
|
|
|
HQIAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD EQUITY INCOME FUND Class A
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
VEGN - ETF Series Solutions - US Vegan Climate ETF
|
|
|
|
|
|
Farmers Trust Co
|
|
|
|
|
|
PZVMX - ADVISORS SERIES TRUST - Pzena Mid Cap Value Fund Investor Class
|
|
|
|
|
|
Commerzbank Aktiengesellschaft /fi
|
|
|
|
|
|
Shelton Capital Management
|
|
|
|
|
|
OFVIX - ADVISORS SERIES TRUST - O'Shaughnessy Market Leaders Value Fund Class I
|
|
|
|
|
|
Aaron Wealth Advisors LLC
|
|
|
|
|
|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
|
|
|
|
|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
|
|
|
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV
|
|
|
|
|
|
Searle & Co.
|
|
|
|
|
|
Clifford Swan Investment Counsel Llc
|
|
|
|
|
|
Linden Thomas Advisory Services, LLC
|
|
|
|
|
|
Moody National Bank Trust Division
|
|
|
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IVE - iSHARES TRUST - iShares S&P 500 Value ETF
|
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|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
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|
Trust Co Of Toledo Na /oh/
|
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|
Quaker Wealth Management, LLC
|
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|
Callan Family Office, LLC
|
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|
Oversea-Chinese Banking CORP Ltd
|
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|
FTA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Value AlphaDEX Fund
|
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|
Mitchell & Pahl Private Wealth, Llc
|
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|
Parkside Financial Bank & Trust
|
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WPG Advisers, LLC
|
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Zhang Financial LLC
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Torno Capital, Llc
|
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Foster & Motley Inc
|
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FVAL - FIDELITY COVINGTON TRUST - Fidelity Value Factor ETF
|
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|
HFM Investment Advisors, LLC
|
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Penserra Capital Management LLC
|
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DAVENPORT & Co LLC
|
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Redwood Investment Management, Llc
|
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NUDV - Nushares ETF Trust - Nuveen ESG Dividend ETF
|
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Bogart Wealth, LLC
|
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|
DRW Securities, LLC
|
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Keybank National Association/oh
|
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SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
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NOSIX - Northern Funds - Northern Stock Index Fund
|
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Crestwood Advisors Group LLC
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Interval Partners, LP
|
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CIBC Asset Management Inc
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MNRMX - MANOR INVESTMENT FUNDS INC - Manor Fund
|
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DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF
|
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|
RPV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Pure Value ETF
|
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|
Mystic Asset Management, Inc.
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CAPROCK Group, Inc.
|
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D. E. Shaw & Co., Inc.
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Clark Capital Management Group, Inc.
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Transce3nd, LLC
|
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Hrt Financial Lp
|
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CVY - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Zacks Multi-Asset Income ETF
|
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|
Zacks Investment Management
|
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|
Tectonic Advisors Llc
|
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SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
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|
|
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF
|
|
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|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
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|
|
PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A
|
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First Manhattan Co
|
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Allen Wealth Management, Llc
|
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Stonegate Investment Group, LLC
|
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Axxcess Wealth Management, Llc
|
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Twin Peaks Wealth Advisors, LLC
|
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Bailard, Inc.
|
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|
Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K
|
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RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
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|
Arizona State Retirement System
|
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IFP Advisors, Inc
|
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Edmond De Rothschild Holding S.a.
|
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TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
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ULPIX - Profunds - Ultrabull Profund Investor Class
|
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Nbt Bank N A /ny
|
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Holderness Investments Co
|
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PEPS - Morgan Stanley ETF Trust - Parametric Equity Plus ETF
|
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Invesco Ltd.
|
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Avalon Trust Co
|
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Investment Advisory Services Inc /tx /adv
|
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LEGR - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Indxx Innovative Transaction & Process ETF
|
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|
Fisher Asset Management, LLC
|
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Alliancebernstein L.p.
|
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Frazier Financial Advisors, LLC
|
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SMNCX - STEWARD FUNDS, INC. - Steward Equity Market Neutral Fund Class C
|
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|
Nissay Asset Management Corp /japan/ /adv
|
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RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
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EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
|
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|
Greenleaf Trust
|
|
|
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|
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
|
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|
Dohj, Llc
|
|
|
|
|
|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
|
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|
|
|
VELA Funds - VELA Income Opportunities Fund Class A
|
|
|
|
|
|
MLVAX - MFS SERIES TRUST I - MFS Low Volatility Equity Fund A
|
|
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|
|
|
MeadowBrook Investment Advisors LLC
|
|
|
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|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
White Pine Capital Llc
|
|
|
|
|
|
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
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|
|
PCLVX - PACE SELECT ADVISORS TRUST - PACE Large Co Value Equity Investments Class P
|
|
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|
|
Td Asset Management Inc
|
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|
|
Empowered Funds, LLC
|
|
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|
|
Alpha Cubed Investments, LLC
|
|
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|
|
Ronald Blue Trust, Inc.
|
|
|
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|
|
Montecito Bank & Trust
|
|
|
|
|
|
Salzhauer Michael
|
|
|
|
|
|
Deseret Mutual Benefit Administrators
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
Butensky & Cohen Financial Security, Inc
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
Ing Groep Nv
|
|
|
|
|
|
IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF
|
|
|
|
|
|
Wellington Shields & Co., LLC
|
|
|
|
|
|
Nova Wealth Management, Inc.
|
|
|
|
|
|
FUKOKU MUTUAL LIFE INSURANCE Co
|
|
|
|
|
|
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc.
|
|
|
|
|
|
MUEAX - MFS SERIES TRUST XI - MFS Blended Research Core Equity Fund A
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
|
|
State of Wyoming
|
|
|
|
|
|
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
|
|
|
|
|
Advanced Series Trust - Ast T. Rowe Price Large-cap Growth Portfolio
|
|
|
|
|
|
Unison Advisors LLC
|
|
|
|
|
|
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
|
|
|
|
|
MCF Advisors LLC
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
Pineridge Advisors LLC
|
|
|
|
|
|
UniSuper Management Pty Ltd
|
|
|
|
|
|
IAK - iSHARES TRUST - iShares U.S. Insurance ETF
|
|
|
|
|
|
Ameriflex Group, Inc.
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
Itau Unibanco Holding S.A.
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
|
|
|
|
|
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund
|
|
|
|
|
|
WealthBridge Investment Counsel Inc.
|
|
|
|
|
|
Ramirez Asset Management, Inc.
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
Bangor Savings Bank
|
|
|
|
|
|
Clarius Group, LLC
|
|
|
|
|
|
Americana Partners, LLC
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
Vicus Capital
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
Raiffeisen Bank International AG
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
Cassaday & Co Wealth Management LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
Park Square Financial Group, LLC
|
|
|
|
|
|
ABN AMRO Bank N.V.
|
|
|
|
|
|
Evercore Wealth Management, LLC
|
|
|
|
|
|
Opal Wealth Advisors, LLC
|
|
|
|
|
|
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
Aware Super Pty Ltd as trustee of Aware Super
|
|
|
|
|
|
A. D. Beadell Investment Counsel, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
|
|
|
|
Stonehaven Wealth & Tax Solutions, Llc
|
|
|
|
|
|
Horizon Funds - HORIZON EXPEDITION PLUS ETF
|
|
|
|
|
|
Jump Financial, LLC
|
|
|
|
|
|
Delta Asset Management Llc/tn
|
|
|
|
|
|
Sittner & Nelson, Llc
|
|
|
|
|
|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
|
|
|
|
Cheviot Value Management, LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
|
|
|
|
|
Principle Wealth Partners Llc
|
|
|
|
|
|
Peapack Gladstone Financial Corp
|
|
|
|
|
|
Glen Eagle Advisors, LLC
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
|
|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
|
|
|
|
|
GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Equity Income Fund (A)
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
General Partner, Inc.
|
|
|
|
|
|
VWINX - VANGUARD WELLESLEY INCOME FUND - VANGUARD WELLESLEY INCOME FUND Investor Shares
|
|
|
|
|
|
TEQI - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Equity Income ETF
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
Pillar Financial Advisors, LLC
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
Everpar Advisors Llc
|
|
|
|
|
|
Financial Freedom, LLC
|
|
|
|
|
|
Hills Bank & Trust Co
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
|
|
|
|
|
Nuveen Multi-Asset Income Fund
|
|
|
|
|
|
BSW Wealth Partners
|
|
|
|
|
|
REAP Financial Group, LLC
|
|
|
|
|
|
Financial Network Wealth Advisors LLC
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A
|
|
|
|
|
|
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
Daiwa Securities Group Inc.
|
|
|
|
|
|
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A
|
|
|
|
|
|
Dagco, Inc.
|
|
|
|
|
|
GoalVest Advisory LLC
|
|
|
|
|
|
Rnc Capital Management Llc
|
|
|
|
|
|
TRUE Private Wealth Advisors
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
|
|
|
|
|
Applied Finance Capital Management, LLC
|
|
|
|
|
|
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
Creekmur Asset Management LLC
|
|
|
|
|
|
First United Bank Trust/
|
|
|
|
|
|
Csenge Advisory Group
|
|
|
|
|
|
Bfsg, Llc
|
|
|
|
|
|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
|
|
|
|
|
AVLVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value Fund Institutional Class
|
|
|
|
|
|
JAFNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Financial Industries Trust NAV
|
|
|
|
|
|
Metis Global Partners, LLC
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
Fwl Investment Management, Llc
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
Bell Bank
|
|
|
|
|
|
BKDV - BNY Mellon ETF Trust II - BNY Mellon Dynamic Value ETF
|
|
|
|
|
|
FIDAX - JOHN HANCOCK INVESTMENT TRUST II - Financial Industries Fund Class A
|
|
|
|
|
|
Trifecta Capital Advisors, LLC
|
|
|
|
|
|
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
|
|
|
|
|
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF
|
|
|
|
|
|
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
|
|
|
|
|
|
Brevan Howard Capital Management LP
|
|
|
|
|
|
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
|
|
|
|
|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
|
|
|
|
EVSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined U.S. Core Fund Class A
|
|
|
|
|
|
FGIPX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Growth and Income Fund Institutional Class
|
|
|
|
|
|
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6
|
|
|
|
|
|
MML Series Investment Fund II - MML Equity Fund Initial Class
|
|
|
|
|
|
DHJJ Financial Advisors, Ltd.
|
|
|
|
|
|
Carret Asset Management, Llc
|
|
|
|
|
|
Sonora Investment Management Group, LLC
|
|
|
|
|
|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
|
|
|
|
|
Community Bank, N.A.
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
Mark Sheptoff Financial Planning, Llc
|
|
|
|
|
|
Cornerstone Strategic Value Fund Inc
|
|
|
|
|
|
WDIAX - WILMINGTON FUNDS - Wilmington Diversified Income Fund Class A Shares
|
|
|
|
|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
|
|
|
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
TRLIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Fund Institutional Class
|
|
|
|
|
|
SPDG - SPDR SERIES TRUST - SPDR Portfolio S&P Sector Neutral Dividend ETF
|
|
|
|
|
|
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund
|
|
|
|
|
|
Systematic Alpha Investments, LLC
|
|
|
|
|
|
Curio Wealth, Llc
|
|
|
|
|
|
Capital A Wealth Management, LLC
|
|
|
|
|
|
Meritage Portfolio Management
|
|
|
|
|
|
VisionPoint Advisory Group, LLC
|
|
|
|
|
|
Petrus Trust Company, LTA
|
|
|
|
|
|
DYNF - BlackRock ETF Trust - BlackRock U.S. Equity Factor Rotation ETF
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A4
|
|
|
|
|
|
Kestra Investment Management, LLC
|
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|
Venture Visionary Partners LLC
|
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|
Crossmark Global Holdings, Inc.
|
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Future Fund LLC
|
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|
HAP Trading, LLC
|
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|
|
CENTRAL TRUST Co
|
|
|
|
|
|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
Holos Integrated Wealth LLC
|
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|
Level Four Advisory Services, Llc
|
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|
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|
|
Pinnacle Bancorp, Inc.
|
|
|
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|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
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|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
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|
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
|
|
|
|
|
|
Pingora Partners LLC
|
|
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|
|
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
|
|
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|
Signature Estate & Investment Advisors Llc
|
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Qsemble Capital Management, LP
|
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First Commonwealth Financial Corp /pa/
|
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Mv Capital Management, Inc.
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Salomon & Ludwin, LLC
|
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Catalyst Financial Partners Llc
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Lido Advisors, LLC
|
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DnB Asset Management AS
|
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DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares
|
|
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|
|
|
VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares
|
|
|
|
|
|
VSMV - Victory Portfolios II - VictoryShares US Multi-Factor Minimum Volatility ETF
|
|
|
|
|
|
Activest Wealth Management
|
|
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|
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Smithfield Trust Co
|
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111 Capital
|
|
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|
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|
Grantham, Mayo, Van Otterloo & Co. LLC
|
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SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
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USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A
|
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Yousif Capital Management, Llc
|
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Edgar Lomax Co/va
|
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Ostrum Asset Management
|
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Miller Wealth Advisors, Llc
|
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NORTHERN FUNDS - U.S. Quality ESG Fund Class I
|
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HBLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD BALANCED INCOME FUND Class A
|
|
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|
JNL SERIES TRUST - JNL/Vanguard Equity Income Fund (A)
|
|
|
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|
|
Sound View Wealth Advisors Group, LLC
|
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|
ProShare Advisors LLC
|
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|
Advisor Group Holdings, Inc.
|
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Howard Capital Management Inc.
|
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Quantbot Technologies LP
|
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Beese Fulmer Investment Management, Inc.
|
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Coastline Trust Co
|
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MML SERIES INVESTMENT FUND - MML Equity Income Fund Initial Class
|
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|
Sierra Ocean, Llc
|
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|
CarsonAllaria Wealth Management, Ltd.
|
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Rise Advisors, LLC
|
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|
United Community Bank
|
|
|
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|
Cherry Tree Wealth Management, LLC
|
|
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|
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VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
Handelsbanken Fonder AB
|
|
|
|
|
|
Lansforsakringar Fondforvaltning AB (publ)
|
|
|
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|
|
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A
|
|
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|
Kings Path Partners LLC
|
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|
EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class
|
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Twin Tree Management, LP
|
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Orleans Capital Management Corp/la
|
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Qrg Capital Management, Inc.
|
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Gamco Investors, Inc. Et Al
|
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Generali Asset Management SPA SGR
|
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Archer Investment Corp
|
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|
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
|
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|
California State Teachers Retirement System
|
|
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|
|
Swiss National Bank
|
|
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|
|
Argonautica Private Wealth Management, Inc
|
|
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|
|
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A
|
|
|
|
|
|
SPQAX - Prudential Investment Portfolios, Inc. 10 - Pgim Jennison Global Equity Income Fund Class A
|
|
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|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
|
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|
|
HCMNX - NORTHERN LIGHTS FUND TRUST III - HCM Dividend Sector Plus Fund Class A Shares
|
|
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|
|
Wedmont Private Capital
|
|
|
|
|
|
BWLAX - AMERICAN BEACON FUNDS - American Beacon Bridgeway Large Cap Value Fund A Class
|
|
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|
|
Wedge Capital Management L L P/nc
|
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|
|
|
Caxton Associates Llp
|
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|
|
Bleakley Financial Group, LLC
|
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|
|
Toroso Investments, LLC
|
|
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|
|
J. W. Coons Advisors, LLC
|
|
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|
|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
|
|
|
|
|
NorthCrest Asset Manangement, LLC
|
|
|
|
|
|
Bingham Private Wealth, Llc
|
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|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A2
|
|
|
|
|
|
Seamount Financial Group Inc
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
|
|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
|
|
|
|
NEOS Investment Management LLC
|
|
|
|
|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
|
|
|
|
Los Angeles Capital Management Llc
|
|
|
|
|
|
STRV - EA Series Trust - Strive 500 ETF
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Growth and Income Portfolio Class A
|
|
|
|
|
|
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF
|
|
|
|
|
|
PWS - Pacer Funds Trust - Pacer WealthShield ETF
|
|
|
|
|
|
Armstrong Advisory Group, Inc
|
|
|
|
|
|
Securian Funds Trust - SFT T. Rowe Price Value Fund
|
|
|
|
|
|
Shulman DeMeo Asset Management LLC
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
Wayfinding Financial, LLC
|
|
|
|
|
|
VMAX - Lattice Strategies Trust - Hartford US Value ETF
|
|
|
|
|
|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
|
|
|
|
|
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
|
|
|
|
|
CoreFirst Bank & Trust
|
|
|
|
|
|
RMG Wealth Management LLC
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
Point72 Asset Management, L.P.
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
Vaughan David Investments Inc/il
|
|
|
|
|
|
Signature Resources Capital Management, LLC
|
|
|
|
|
|
Brookfield Asset Management Inc.
|
|
|
|
|
|
Silverberg Bernstein Capital Management LLC
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
Ferguson Wellman Capital Management, Inc
|
|
|
|
|
|
Ashton Thomas Private Wealth, LLC
|
|
|
|
|
|
INUTX - Columbia Funds Series Trust II - Columbia Dividend Opportunity Fund Class A
|
|
|
|
|
|
Aviva Plc
|
|
|
|
|
|
AUIAX - AB EQUITY INCOME FUND INC - AB EQUITY INCOME FUND INC Class A
|
|
|
|
|
|
Onefund, Llc
|
|
|
|
|
|
Legacy Investment Solutions, LLC
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
SOA Wealth Advisors, LLC.
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
Siemens Fonds Invest GmbH
|
|
|
|
|
|
Plato Investment Management Ltd
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
IVKAX - Voya PARTNERS INC - VY(R) Invesco Comstock Portfolio Class ADV
|
|
|
|
|
|
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A
|
|
|
|
|
|
Abn Amro Investment Solutions
|
|
|
|
|
|
Ascent Wealth Partners, LLC
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
Allegheny Financial Group LTD
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
Leavell Investment Management, Inc.
|
|
|
|
|
|
Westhampton Capital, LLC
|
|
|
|
|
|
UNIVEST FINANCIAL Corp
|
|
|
|
|
|
Tocqueville Asset Management L.p.
|
|
|
|
|
|
Y.D. More Investments Ltd
|
|
|
|
|
|
Investment Management Corp of Ontario
|
|
|
|
|
|
LMR Partners LLP
|
|
|
|
|
|
Advisor OS, LLC
|
|
|
|
|
|
Pallas Capital Advisors LLC
|
|
|
|
|
|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
IMC-Chicago, LLC
|
|
|
|
|
|
Monetary Management Group Inc
|
|
|
|
|
|
Evergreen Wealth Solutions, LLC
|
|
|
|
|
|
West Oak Capital, LLC
|
|
|
|
|
|
Powell Investment Advisors, LLC
|
|
|
|
|
|
Eqis Capital Management, Inc.
|
|
|
|
|
|
TDFAX - TRANSAMERICA FUNDS - Transamerica Dividend Focused A
|
|
|
|
|
|
Aigen Investment Management, Lp
|
|
|
|
|
|
Princeton Global Asset Management LLC
|
|
|
|
|
|
Lumbard & Kellner, LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Multi Cap Opportunities Fund Class I
|
|
|
|
|
|
Pinkerton Retirement Specialists, LLC
|
|
|
|
|
|
Eley Financial Management, Inc
|
|
|
|
|
|
Fsb Premier Wealth Management, Inc.
|
|
|
|
|
|
AAUTX - THRIVENT MUTUAL FUNDS - Thrivent Large Cap Value Fund Class A
|
|
|
|
|
|
Belpointe Asset Management LLC
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF
|
|
|
|
|
|
Tri-continental Corp
|
|
|
|
|
|
PJIAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON EQUITY OPPORTUNITY FUND Class A
|
|
|
|
|
|
MAPAX - MAINSTAY FUNDS - MainStay MAP Equity Fund Class A
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
|
|
|
|
Nbw Capital Llc
|
|
|
|
|
|
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
|
|
BLPIX - Profunds - Bull Profund Investor Class
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
Twin Capital Management Inc
|
|
|
|
|
|
Entropy Technologies, LP
|
|
|
|
|
|
DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF
|
|
|
|
|
|
City Holding Co
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
CGC Financial Services, LLC
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
SYLD - Cambria ETF Trust - Cambria Shareholder Yield ETF
|
|
|
|
|
|
Supplemental Annuity Collective Trust of NJ
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
Lowe Wealth Advisors, LLC
|
|
|
|
|
|
Polianta Ltd
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A)
|
|
|
|
|
|
SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF
|
|
|
|
|
|
Brookstone Capital Management
|
|
|
|
|
|
EQRR - PROSHARES TRUST - ProShares Equities for Rising Rates ETF
|
|
|
|
|
|
Fullerton Fund Management Co Ltd
|
|
|
|
|
|
Skandinaviska Enskilda Banken AB (publ)
|
|
|
|
|
|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
|
|
|
|
|
CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
Graney & King, LLC
|
|
|
|
|
|
DELAWARE VIP TRUST - Delaware VIP Total Return Series Service
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - American Century NVIT Multi Cap Value Fund Class I
|
|
|
|
|
|
QLMETX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Dividend Strategy Portfolio Class II
|
|
|
|
|
|
Hartford Investment Management Co
|
|
|
|
|
|
PY - Principal Exchange-Traded Funds - Principal Shareholder Yield Index ETF
|
|
|
|
|
|
RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF
|
|
|
|
|
|
TRULX - T. Rowe Price U.S. Large-Cap Core Fund, Inc. - T. Rowe Price U.S. Large-Cap Core Fund, Inc.
|
|
|
|
|
|
Retirement Wealth Solutions LLC
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
SBQAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Large Cap Share Buyback Fund Class A
|
|
|
|
|
|
First PREMIER Bank
|
|
|
|
|
|
CWC Advisors, LLC.
|
|
|
|
|
|
Old Point Trust & Financial Services N A
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Global Tactical Allocation Portfolio Initial Class
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
Confluence Wealth Services, Inc.
|
|
|
|
|
|
ROE - EA Series Trust - Astoria US Quality Kings ETF
|
|
|
|
|
|
Stablepoint Partners, LLC
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
Hazlett, Burt & Watson, Inc.
|
|
|
|
|
|
Transcend Wealth Collective, Llc
|
|
|
|
|
|
DLQAX - BNY Mellon Investment Funds V, Inc. - BNY Mellon Large Cap Equity Fund Class A
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Mission Creek Capital Partners, Inc.
|
|
|
|
|
|
IXG - iSHARES TRUST - iShares Global Financials ETF
|
|
|
|
|
|
Advisors Capital Management, LLC
|
|
|
|
|
|
Great Valley Advisor Group, Inc.
|
|
|
|
|
|
Mn Services Vermogensbeheer B.V.
|
|
|
|
|
|
Quantitative Investment Management, LLC
|
|
|
|
|
|
VWNDX - VANGUARD WINDSOR FUNDS - Vanguard Windsor Fund Investor Shares
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
CNB Bank
|
|
|
|
|
|
Ledyard National Bank
|
|
|
|
|
|
QCELX - AQR Funds - AQR Large Cap Multi-Style Fund Class I
|
|
|
|
|
|
PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF
|
|
|
|
|
|
TFNS - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Financials ETF
|
|
|
|
|
|
Aurora Private Wealth, Inc.
|
|
|
|
|
|
Congress Wealth Management LLC / DE /
|
|
|
|
|
|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
Graham Capital Management, L.P.
|
|
|
|
|
|
Heartland Bank & Trust Co
|
|
|
|
|
|
Factory Mutual Insurance Co
|
|
|
|
|
|
XLF - SELECT SECTOR SPDR TRUST - The Financial Select Sector SPDR Fund
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
Personal Cfo Solutions, Llc
|
|
|
|
|
|
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
AMG National Trust Bank
|
|
|
|
|
|
Sentry Investment Management Llc
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
|
|
|
|
CABDX - AB RELATIVE VALUE FUND, INC. - AB RELATIVE VALUE FUND, INC. Class A
|
|
|
|
|
|
Invesco, Llc
|
|
|
|
|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
Skba Capital Management Llc
|
|
|
|
|
|
Frank, Rimerman Advisors LLC
|
|
|
|
|
|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
|
|
|
|
Anfield Capital Management, LLC
|
|
|
|
|
|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Financial Sector Fund (I)
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Columbia Focused Value Portfolio Class 2
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A
|
|
|
|
|
|
Banco Santander, S.A.
|
|
|
|
|
|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
|
|
|
|
|
|
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
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|
|
|
Financial Gravity Companies, Inc.
|
|
|
|
|
|
Ellsworth Advisors, LLC
|
|
|
|
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|
Pacific Capital Partners Ltd
|
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|
Grimes & Company, Inc.
|
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|
Ogorek Anthony Joseph /ny/ /adv
|
|
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|
|
Community Trust & Investment Co
|
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|
Capital Advisors, Ltd. LLC
|
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|
EBI - RBB Fund Trust - Longview Advantage ETF
|
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|
Lindbrook Capital, Llc
|
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|
Alpha Family Trust
|
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|
West Branch Capital LLC
|
|
|
|
|
|
IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF
|
|
|
|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
Strengthening Families & Communities, LLC
|
|
|
|
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|
Flaharty Asset Management, LLC
|
|
|
|
|
|
ZECP - Zacks Trust - Zacks Earnings Consistent Portfolio ETF
|
|
|
|
|
|
JPGSX - JPMorgan Trust I - JPMorgan Intrepid Growth Fund Class I
|
|
|
|
|
|
Nemes Rush Group LLC
|
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|
Moneta Group Investment Advisors Llc
|
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|
|
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|
FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class
|
|
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|
Essex Savings Bank
|
|
|
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|
Riggs Asset Managment Co. Inc.
|
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|
Resonant Capital Advisors, LLC
|
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|
Truvestments Capital Llc
|
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|
Westbourne Investments, Inc.
|
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|
Davis Capital Management
|
|
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|
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|
CANTOR SELECT PORTFOLIOS TRUST - Cantor FBP Equity & Dividend Plus Fund Institutional Class
|
|
|
|
|
|
Valley National Advisers Inc
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
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|
Stratos Wealth Advisors, LLC
|
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|
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|
Townsquare Capital Llc
|
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|
Ameliora Wealth Management Ltd.
|
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|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
EAPDX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Dividend Income Fund Investor Class
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
VELA Investment Management, LLC
|
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|
Erste Asset Management GmbH
|
|
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|
Bradley Foster & Sargent Inc/ct
|
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|
Cetera Trust Company, N.A
|
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|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
Dogwood Wealth Management LLC
|
|
|
|
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|
Badgley Phelps Wealth Managers, LLC
|
|
|
|
|
|
IWL - iSHARES TRUST - iShares Russell Top 200 ETF
|
|
|
|
|
|
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
|
|
|
|
|
Morse Asset Management, Inc
|
|
|
|
|
|
Modern Wealth Management, LLC
|
|
|
|
|
|
Welch & Forbes Llc
|
|
|
|
|
|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
|
|
|
|
|
National Asset Management, Inc.
|
|
|
|
|
|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
|
|
|
|
|
1620 Investment Advisors, Inc.
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
|
|
|
|
|
|
Beach Investment Counsel Inc/pa
|
|
|
|
|
|
BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
|
|
|
|
|
Keystone Financial Group, Inc.
|
|
|
|
|
|
LYLD - Cambria ETF Trust - Cambria LargeCap Shareholder Yield ETF
|
|
|
|
|
|
Excalibur Management Corp
|
|
|
|
|
|
SPC Financial, Inc.
|
|
|
|
|
|
Midland Wealth Advisors Llc
|
|
|
|
|
|
Laurel Wealth Advisors LLC
|
|
|
|
|
|
Savvy Advisors, Inc.
|
|
|
|
|
|
Bank of New Hampshire
|
|
|
|
|
|
Reyes Financial Architecture, Inc.
|
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
|
FORA Capital, LLC
|
|
|
|
|
|
IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF
|
|
|
|
|
|
Quarry LP
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Equity Fund Class 3
|
|
|
|
|
|
Binnacle Investments Inc
|
|
|
|
|
|
Cambria Investment Management, L.P.
|
|
|
|
|
|
Miramar Capital, LLC
|
|
|
|
|
|
PYVLX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Equity Income Fund (Investor Class)
|
|
|
|
|
|
Ritholtz Wealth Management
|
|
|
|
|
|
Transatlantique Private Wealth Llc
|
|
|
|
|
|
Berkshire Bank
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
Members Capital Advisors Inc
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
Aster Capital Management (DIFC) Ltd
|
|
|
|
|
|
Private Management Group Inc
|
|
|
|
|
|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
|
|
|
|
Verity & Verity, LLC
|
|
|
|
|
|
Old Second National Bank Of Aurora
|
|
|
|
|
|
Boreal Capital Management LLC
|
|
|
|
|
|
Proathlete Wealth Management Llc
|
|
|
|
|
|
Intact Investment Management Inc.
|
|
|
|
|
|
BEGIX - Sterling Capital Funds - Sterling Capital Equity Income Fund Institutional Class
|
|
|
|
|
|
Fidelis Capital Partners, LLC
|
|
|
|
|
|
McIlrath & Eck, LLC
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
QLC - FlexShares Trust - FlexShares US Quality Large Cap Index Fund
|
|
|
|
|
|
Stolper Co
|
|
|
|
|
|
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
Central Pacific Bank - Trust Division
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
Gibbs Wealth Management
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
|
|
|
|
|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
|
|
|
|
|
Jacobi Capital Management LLC
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP T. Rowe Price Equity Income Portfolio Initial Class
|
|
|
|
|
|
Washington Trust Advisors, Inc.
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
|
Addison Advisors LLC
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - EQUITY PORTFOLIO Class I
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
Candriam Luxembourg S.C.A.
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
GMOV - 2023 ETF Series Trust II - GMO U.S. Value ETF
|
|
|
|
|
|
Arjuna Capital
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - CTIVP - T. Rowe Price Large Cap Value Fund Class 1
|
|
|
|
|
|
Midwest Trust Co
|
|
|
|
|
|
Boston Private Wealth Llc
|
|
|
|
|
|
Voya Global Advantage & Premium Opportunity Fund
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
Axis Wealth Partners, LLC
|
|
|
|
|
|
Vivaldi Capital Management, LLC
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
TVAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Value ETF
|
|
|
|
|
|
SJVCX - STEWARD FUNDS, INC. - Steward Large Cap Value Fund Class C
|
|
|
|
|
|
Algebris (uk) Ltd
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
Sterling Investment Counsel, LLC
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
Panagora Asset Management Inc
|
|
|
|
|
|
DHLAX - DIAMOND HILL FUNDS - Diamond Hill Large Cap Fund Class A
|
|
|
|
|
|
Heritage Wealth Management, Inc.
|
|
|
|
|
|
Massachusetts Financial Services Co /ma/
|
|
|
|
|
|
Paradigm Financial Partners, Llc
|
|
|
|
|
|
Commonwealth Retirement Investments LLC
|
|
|
|
|
|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
|
|
|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A
|
|
|
|
|
|
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
|
|
|
|
|
INCE - Franklin Templeton ETF Trust - Franklin Liberty U.S. Low Volatility ETF
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
Aspiriant, Llc
|
|
|
|
|
|
Smithbridge Asset Management Inc/de
|
|
|
|
|
|
Strategic Investment Solutions, Inc. /IL
|
|
|
|
|
|
Post Resch Tallon Group Inc.
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - VALUE PORTFOLIO Class I
|
|
|
|
|
|
GVLU - Tidal ETF Trust - Gotham 1000 Value ETF
|
|
|
|
|
|
Retirement Planning Co of New England, Inc.
|
|
|
|
|
|
RYFIX - RYDEX SERIES FUNDS - Financial Services Fund Investor Class
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
Teza Capital Management LLC
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
|
|
|
|
|
Novem Group
|
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
|
|
|
|
|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
|
|
|
|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
Citizens Business Bank
|
|
|
|
|
|
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
|
|
|
|
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
My Legacy Advisors, LLC
|
|
|
|
|
|
VFAIX - VANGUARD WORLD FUND - Vanguard Financials Index Fund Admiral Shares
|
|
|
|
|
|
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A
|
|
|
|
|
|
Hanson & Doremus Investment Management
|
|
|
|
|
|
Copperwynd Financial, LLC
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
|
|
|
|
|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
|
|
|
|
Gleason Group, Inc.
|
|
|
|
|
|
PRDGX - T. Rowe Price Dividend Growth Fund, Inc. - T. Rowe Price Dividend Growth Fund, Inc.
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
Greenfield Savings Bank
|
|
|
|
|
|
South Dakota Investment Council
|
|
|
|
|
|
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
|
|
|
|
|
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
Wealthspire Advisors, LLC
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
Griffith & Werner, Inc.
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
Farringdon Capital, Ltd.
|
|
|
|
|
|
Colonial Trust Advisors
|
|
|
|
|
|
BI Asset Management Fondsmaeglerselskab A/S
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
DODGX - DODGE & COX FUNDS - Dodge & Cox Stock Fund
|
|
|
|
|
|
Crumly & Associates Inc.
|
|
|
|
|
|
JNBA Financial Advisors
|
|
|
|
|
|
Busey Wealth Management
|
|
|
|
|
|
Altfest L J & Co Inc
|
|
|
|
|
|
BRUDX - MFS SERIES TRUST X - MFS Blended Research Value Equity Fund A
|
|
|
|
|
|
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
|
|
|
|
|
|
CSM - PROSHARES TRUST - ProShares Large Cap Core Plus
|
|
|
|
|
|
Fourth Dimension Wealth, LLC
|
|
|
|
|
|
FAPNX - FIDELITY SUMMER STREET TRUST - Fidelity Healthy Future Fund Fidelity Advisor Healthy Future Fund: Class Z
|
|
|
|
|
|
Lecap Asset Management Ltd
|
|
|
|
|
|
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class
|
|
|
|
|
|
URTH - iShares, Inc. - iShares MSCI World ETF
|
|
|
|
|
|
Means Investment Co., Inc.
|
|
|
|
|
|
Insigneo Advisory Services, Llc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
