|
Central Securities Corp
|
|
|
|
|
|
Allianzgi Equity & Convertible Income Fund
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
Pinnacle Associates Ltd
|
|
|
|
|
|
Two Sigma Securities, Llc
|
|
|
|
|
|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
CFMSX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Select Fund
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
|
|
|
|
MSILX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters International Fund Institutional Class
|
|
|
|
|
|
Westpac Banking Corp
|
|
|
|
|
|
Verdence Capital Advisors LLC
|
|
|
|
|
|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Growth Strength Portfolio Class I
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
Conservest Capital Advisors, Inc.
|
|
|
|
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|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
Savant Capital, LLC
|
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|
|
|
|
Mariner, LLC
|
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|
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|
Sapient Capital Llc
|
|
|
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|
Verus Capital Partners, Llc
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Global Growth and Income Fund Class 1
|
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
|
|
|
Buckhead Capital Management Llc
|
|
|
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|
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
|
|
|
|
|
Eastern Bank
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
|
|
|
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|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
|
|
|
|
|
Oxford Financial Group Ltd
|
|
|
|
|
|
WRLDX - ADVISORS SERIES TRUST - Scharf Global Opportunity Fund Retail Class
|
|
|
|
|
|
Savvy Advisors, Inc.
|
|
|
|
|
|
O'Brien Greene & Co. Inc
|
|
|
|
|
|
Avidian Wealth Solutions, LLC
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
Waldron Private Wealth LLC
|
|
|
|
|
|
Integrated Advisors Network LLC
|
|
|
|
|
|
Peapack Gladstone Financial Corp
|
|
|
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|
PayPay Securities Corp
|
|
|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
|
|
|
|
Battery Global Advisors, LLC
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
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|
|
Sachetta, LLC
|
|
|
|
|
|
Edgestream Partners, L.P.
|
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|
First Pacific Financial
|
|
|
|
|
|
Moore Capital Management, Lp
|
|
|
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|
|
VestGen Advisors, LLC
|
|
|
|
|
|
MML Series Investment Fund II - MML Equity Rotation Fund Class II
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
|
|
|
|
|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
Grayhawk Investment Strategies Inc.
|
|
|
|
|
|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
|
|
|
|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
|
|
|
YCGEX - YCG Funds - YCG Enhanced Fund Class R Shares
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
Diversified Trust Co
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
Jacobi Capital Management LLC
|
|
|
|
|
|
RBF Capital, LLC
|
|
|
|
|
|
Freestone Capital Holdings, LLC
|
|
|
|
|
|
Pacifica Partners Inc.
|
|
|
|
|
|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
|
|
|
|
Dynasty Wealth Management, Llc
|
|
|
|
|
|
Balentine LLC
|
|
|
|
|
|
Lafayette Investments, Inc.
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
BLUEX - AMG Funds I - AMG Managers Brandywine Blue Fund Class I
|
|
|
|
|
|
Relyea Zuckerberg Hanson LLC
|
|
|
|
|
|
Old National Bancorp /in/
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - International Capital Appreciation Portfolio Initial Class
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
Welch & Forbes Llc
|
|
|
|
|
|
Norris Perne & French Llp/mi
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
Pictet & Cie (Europe) SA
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
Abner Herrman & Brock Llc
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
TCI Wealth Advisors, Inc.
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
Harbor Advisors LLC
|
|
|
|
|
|
USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF
|
|
|
|
|
|
Matrix Trust Co
|
|
|
|
|
|
SRIGX - Gabelli ESG Fund, Inc. - Gabelli ESG Fund, Inc. Class AAA
|
|
|
|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
|
Pacer Advisors, Inc.
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - International Growth and Income Fund Class 1
|
|
|
|
|
|
CAXAX - MUTUAL FUND SERIES TRUST - Catalyst/MAP Global Equity Fund Class A
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
FPACX - FPA FUNDS TRUST - FPA Crescent Fund
|
|
|
|
|
|
Venture Visionary Partners LLC
|
|
|
|
|
|
NEOS Investment Management LLC
|
|
|
|
|
|
Three Seasons Wealth, LLC
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
Everhart Financial Group, Inc.
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
MPISX - BNY MELLON FUNDS TRUST - BNY Mellon Income Stock Fund Class M Shares
|
|
|
|
|
|
TMFG - RBB FUND, INC. - Motley Fool Global Opportunities ETF
|
|
|
|
|
|
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF
|
|
|
|
|
|
Ivy Variable Insurance Portfolios - Ivy VIP Balanced Class II
|
|
|
|
|
|
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
|
|
|
|
|
|
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
|
|
|
|
|
FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A
|
|
|
|
|
|
RiverGlades Family Offices LLC
|
|
|
|
|
|
MFRFX - MFS SERIES TRUST V - MFS Research Fund A
|
|
|
|
|
|
Smith, Moore & Co.
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
FundVantage Trust - Polen Growth & Income Fund Institutional Class
|
|
|
|
|
|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
|
|
|
|
|
Entropy Technologies, LP
|
|
|
|
|
|
Mather Group, Llc.
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
|
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
Empirical Asset Management, LLC
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
|
|
|
|
|
Kiker Wealth Management, LLC
|
|
|
|
|
|
Tema Etfs Llc
|
|
|
|
|
|
Axxcess Wealth Management, Llc
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
Progressive Investment Management Corp
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
GDLFX - FundVantage Trust - Gotham Defensive Long 500 Fund Institutional Class
|
|
|
|
|
|
APHIX - ARTISAN PARTNERS FUNDS INC - Artisan International Fund Institutional Shares
|
|
|
|
|
|
Catalyst Financial Partners Llc
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
NOSIX - Northern Funds - Northern Stock Index Fund
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Core Equity Portfolio Initial Class
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay International Equity Portfolio Initial Class
|
|
|
|
|
|
BEEX - Tidal Trust III - The BeeHive ETF
|
|
|
|
|
|
MSFAX - Morgan Stanley Institutional Fund Inc - Global Franchise Portfolio Class I
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
Valued Wealth Advisors LLC
|
|
|
|
|
|
Cornerstone Advisory, LLC
|
|
|
|
|
|
Linscomb & Williams, Inc.
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
|
|
|
|
|
Phoenix Holdings Ltd.
|
|
|
|
|
|
Frontier Capital Management Co Llc
|
|
|
|
|
|
Wedge Capital Management L L P/nc
|
|
|
|
|
|
Picton Mahoney Asset Management
|
|
|
|
|
|
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
|
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
ITRAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Capital Appreciation Portfolio Class ADV
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
ARS Investment Partners, LLC
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Copperwynd Financial, LLC
|
|
|
|
|
|
GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class
|
|
|
|
|
|
DIAMX - DIAMOND HILL FUNDS - Diamond Hill Long-Short Fund Class A
|
|
|
|
|
|
Signal Advisors Wealth, LLC
|
|
|
|
|
|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
Varma Mutual Pension Insurance Co
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund
|
|
|
|
|
|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
PENN SERIES FUNDS INC - International Equity Fund
|
|
|
|
|
|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
Solstein Capital, LLC
|
|
|
|
|
|
Meeder Asset Management Inc
|
|
|
|
|
|
Employees Retirement System of Texas
|
|
|
|
|
|
APHNX - ARTISAN PARTNERS FUNDS INC - Artisan Select Equity Fund Institutional Shares
|
|
|
|
|
|
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND III - Growth Opportunities Portfolio Initial Class
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares
|
|
|
|
|
|
DWAFX - Arrow Investments Trust - ARROW DWA BALANCED FUND CLASS A SHARES
|
|
|
|
|
|
Ameriflex Group, Inc.
|
|
|
|
|
|
AAIEX - AMERICAN BEACON FUNDS - American Beacon International Equity Fund Institutional Class
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
Profunds - Profund Vp Ultrabull
|
|
|
|
|
|
Stonebrook Private Inc.
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
Marks Group Wealth Management, Inc
|
|
|
|
|
|
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1
|
|
|
|
|
|
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
ACVF - ETF Opportunities Trust - American Conservative Values ETF
|
|
|
|
|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
|
|
|
|
|
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C
|
|
|
|
|
|
LGT Group Foundation
|
|
|
|
|
|
Mawer Investment Management Ltd.
|
|
|
|
|
|
Cary Street Partners Financial Llc
|
|
|
|
|
|
ORG Wealth Partners, LLC
|
|
|
|
|
|
Circle Wealth Management, LLC
|
|
|
|
|
|
FFND - NORTHERN LIGHTS FUND TRUST II - The Future Fund Active ETF
|
|
|
|
|
|
Alerus Financial Na
|
|
|
|
|
|
Peak Financial Advisors Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Profunds - Profund Vp Bull
|
|
|
|
|
|
NSCR - Nushares ETF Trust - Nuveen Sustainable Core ETF
|
|
|
|
|
|
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
|
|
|
|
|
ISBAX - Voya PARTNERS INC - VY(R) Columbia Contrarian Core Portfolio Class ADV
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
FIL Ltd
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
Rafferty Asset Management, LLC
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
Polen Capital Management Llc
|
|
|
|
|
|
Quantitative Investment Management, LLC
|
|
|
|
|
|
FDx Advisors, Inc.
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
Public Sector Pension Investment Board
|
|
|
|
|
|
Keel Point, LLC
|
|
|
|
|
|
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
|
|
|
|
CBOE Vest Financial, LLC
|
|
|
|
|
|
Aviva Plc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
|
|
|
Grove Street Fiduciary, LLC
|
|
|
|
|
|
Anchor Capital Advisors Llc
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
AMCPX - AMCAP FUND - AMCAP FUND Class A
|
|
|
|
|
|
Mn Services Vermogensbeheer B.V.
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
|
|
Meiji Yasuda Life Insurance Co
|
|
|
|
|
|
Cornerstone Total Return Fund Inc
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
Northern Lights Fund Trust - BTS Enhanced Equity Income Fund - Class I
|
|
|
|
|
|
Cardiff Park Advisors, Llc
|
|
|
|
|
|
Garde Capital, Inc.
|
|
|
|
|
|
EQTY - VALUED ADVISERS TRUST - Kovitz Core Equity ETF
|
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|
SLVYX - SARATOGA ADVANTAGE TRUST - Large Capitalization Value Portfolio Class A
|
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|
Mv Capital Management, Inc.
|
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|
SSEAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Screened World Equity Ex-US Fund - Class A
|
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AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
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Key FInancial Inc
|
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Mizuho Securities Usa Llc
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BNY MELLON SUSTAINABLE U.S. EQUITY PORTFOLIO, INC. - BNY Mellon Sustainable U.S. Equity Portfolio, Inc. - Initial Shares
|
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Quadrant Capital Group Llc
|
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DBOAX - BNY Mellon Investment Funds VI - BNY Mellon Balanced Opportunity Fund Class A
|
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|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2
|
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|
Kestra Advisory Services, LLC
|
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Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
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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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|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
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|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
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|
Hummer Financial Advisory Services Inc
|
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Td Asset Management Inc
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Machina Capital S.a.s.
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QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares
|
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State Street Corp
|
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RMEAX - Aspiriant Trust - Aspiriant Risk-Managed Equity Allocation Fund Advisor Shares
|
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Sumitomo Mitsui DS Asset Management Company, Ltd
|
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MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
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BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
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MEIAX - MFS SERIES TRUST I - MFS Value Fund A
|
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MRSAX - MFS SERIES TRUST I - MFS Research International Fund A
|
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ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
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OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund
|
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Tectonic Advisors Llc
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ABN AMRO Bank N.V.
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Everence Capital Management Inc
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Beacon Investment Advisory Services, Inc.
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SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
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Addison Advisors LLC
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Motley Fool Wealth Management, LLC
|
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FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
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Cryder Capital Partners LLP
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U.S. Capital Wealth Advisors, LLC
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Evergreen Capital Management Llc
|
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Bangor Savings Bank
|
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Optimum Investment Advisors
|
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Benjamin Edwards Inc
|
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MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
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|
Ancora Advisors, LLC
|
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PWS - Pacer Funds Trust - Pacer WealthShield ETF
|
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Brinker Capital Investments, LLC
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LGCAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Global Equity Research Fund Class A
|
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Meeder Advisory Services, Inc.
|
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Border to Coast Pensions Partnership Ltd
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Aire Advisors, Llc
|
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GESIX - LAZARD FUNDS INC - Lazard Global Equity Select Portfolio Institutional Shares
|
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PACIFIC SELECT FUND - Hedged Equity Portfolio Class P
|
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Susquehanna Fundamental Investments, Llc
|
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PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
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|
VisionPoint Advisory Group, LLC
|
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LCFLX - LORD ABBETT SECURITIES TRUST - Lord Abbett Focused Large Cap Value Fund Class C
|
|
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DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
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|
Ascent Group, LLC
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
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|
Weaver Consulting Group
|
|
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|
JSTC - Tidal ETF Trust - Adasina Social Justice All Cap Global ETF
|
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|
LeClair Wealth Partners LLC
|
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|
|
National Pension Service
|
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|
|
Fmr Llc
|
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Walleye Capital LLC
|
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|
Maryland State Retirement & Pension System
|
|
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|
FSM Wealth Advisors, LLC
|
|
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|
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|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
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|
BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A
|
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|
Cresset Asset Management, LLC
|
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|
Guyasuta Investment Advisors Inc
|
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|
Vontobel Holding Ltd.
|
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FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
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|
POLRX - FundVantage Trust - Polen Growth Fund Investor Class
|
|
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|
Beaird Harris Wealth Management, LLC
|
|
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|
PRAXIS FUNDS - Praxis Impact Large Cap Growth ETF
|
|
|
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|
|
Rhumbline Advisers
|
|
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|
FUKOKU MUTUAL LIFE INSURANCE Co
|
|
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|
Avestar Capital, LLC
|
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|
Nova Wealth Management, Inc.
|
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|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
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|
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|
Wealthedge Investment Advisors, Llc
|
|
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|
McIlrath & Eck, LLC
|
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|
AMF Pensionsforsakring AB
|
|
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|
Altfest L J & Co Inc
|
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|
|
WPVLX - WEITZ FUNDS - Partners Value Fund - Investor Class
|
|
|
|
|
|
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
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|
|
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
|
|
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|
|
UIVRX - MFS SERIES TRUST VII - MFS Intrinsic Value Fund R6
|
|
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|
|
|
Silvercrest Asset Management Group Llc
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
WLCTX - Wilshire Mutual Funds Inc - Wilshire International Equity Fund Investment Class
|
|
|
|
|
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
|
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|
|
Sagard Holdings Management Inc.
|
|
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|
|
Select Equity Group, L.P.
|
|
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|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
|
|
|
|
|
Cohen Klingenstein LLC
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
GM Advisory Group, Inc.
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1
|
|
|
|
|
|
Canopy Partners, LLC
|
|
|
|
|
|
Gluskin Sheff & Assoc Inc
|
|
|
|
|
|
Forsta Ap-fonden
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
JGLO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Global Select Equity ETF
|
|
|
|
|
|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
|
|
|
|
IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A
|
|
|
|
|
|
Farallon Capital Management Llc
|
|
|
|
|
|
Pinnacle Bancorp, Inc.
|
|
|
|
|
|
BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class
|
|
|
|
|
|
Riggs Asset Managment Co. Inc.
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
SCIIX - VIRTUS ASSET TRUST - Virtus SGA International Growth Fund Class A
|
|
|
|
|
|
BlackDiamond Wealth Management Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
Sierra Ocean, Llc
|
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
Colonial Trust Advisors
|
|
|
|
|
|
Journey Strategic Wealth Llc
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
|
|
|
|
|
Farringdon Capital, Ltd.
|
|
|
|
|
|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Growth
|
|
|
|
|
|
Wolff Wiese Magana Llc
|
|
|
|
|
|
VFAIX - VANGUARD WORLD FUND - Vanguard Financials Index Fund Admiral Shares
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I
|
|
|
|
|
|
Altrinsic Global Advisors Llc
|
|
|
|
|
|
Eagle Capital Management Llc
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
Scott Marsh Financial, LLC
|
|
|
|
|
|
Csenge Advisory Group
|
|
|
|
|
|
SOA Wealth Advisors, LLC.
|
|
|
|
|
|
Alpine Bank Wealth Management
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
Signature Estate & Investment Advisors Llc
|
|
|
|
|
|
Thompson Investment Management, Inc.
|
|
|
|
|
|
Stance Capital Llc
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
Websterrogers Financial Advisors, Llc
|
|
|
|
|
|
Profunds - Profund Vp Financials
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial
|
|
|
|
|
|
Gibbs Wealth Management
|
|
|
|
|
|
Clifford Group, LLC
|
|
|
|
|
|
TRUE Private Wealth Advisors
|
|
|
|
|
|
WCMIX - Investment Managers Series Trust - WCM Focused International Growth Fund Institutional Class
|
|
|
|
|
|
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
|
|
|
|
|
Bleakley Financial Group, LLC
|
|
|
|
|
|
Northern Capital Management, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
RFFC - ALPS ETF Trust - RiverFront Dynamic US Flex-Cap ETF
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial
|
|
|
|
|
|
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF
|
|
|
|
|
|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Total Return Series Initial Class
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
|
|
|
AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF
|
|
|
|
|
|
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B
|
|
|
|
|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
|
|
|
|
Mediolanum International Funds Ltd
|
|
|
|
|
|
Clune & Associates, Ltd.
|
|
|
|
|
|
Pallas Capital Advisors LLC
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Global Growth Portfolio Initial Class
|
|
|
|
|
|
MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF
|
|
|
|
|
|
Nemes Rush Group LLC
|
|
|
|
|
|
PENN SERIES FUNDS INC - Index 500 Fund
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
T. Rowe Price Investment Management, Inc.
|
|
|
|
|
|
Ivy Variable Insurance Portfolios - Ivy VIP Global Growth Class II
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Massachusetts Investors Growth Stock Portfolio Initial Class
|
|
|
|
|
|
First Manhattan Co
|
|
|
|
|
|
Regency Capital Management Inc.\DE
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
J. Safra Sarasin Holding AG
|
|
|
|
|
|
LCCAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Contrarian Core Fund Class A
|
|
|
|
|
|
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A
|
|
|
|
|
|
Penserra Capital Management LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
|
|
|
|
|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
|
|
|
|
|
FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund
|
|
|
|
|
|
Beacon Financial Group
|
|
|
|
|
|
Curated Wealth Partners LLC
|
|
|
|
|
|
Fiduciary Alliance LLC
|
|
|
|
|
|
First Business Financial Services, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
VNIE - Advisors' Inner Circle Fund II - Vontobel International Equity Active ETF
|
|
|
|
|
|
Acorn Creek Capital Llc
|
|
|
|
|
|
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares
|
|
|
|
|
|
Ostrum Asset Management
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2
|
|
|
|
|
|
Gabelli Funds Llc
|
|
|
|
|
|
JEPAX - JPMORGAN TRUST IV - JPMorgan Equity Premium Income Fund Class A
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
Illinois Municipal Retirement Fund
|
|
|
|
|
|
Dynamic Financial Group
|
|
|
|
|
|
MXIGX - GREAT-WEST FUNDS INC - Great-West International Growth Fund Investor Class
|
|
|
|
|
|
Andra AP-fonden
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
Game Creek Capital, LP
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
Connors Investor Services Inc
|
|
|
|
|
|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
|
|
|
|
LVPIX - Profunds - Large-cap Value Profund Investor Class
|
|
|
|
|
|
Hilltop Holdings Inc.
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Financial Sector Fund (I)
|
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
CGNG - Capital Group New Geography Equity ETF - Capital Group New Geography Equity ETF Share Class
|
|
|
|
|
|
Wellspring Financial Advisors, LLC
|
|
|
|
|
|
Focused Wealth Management, Inc
|
|
|
|
|
|
Equitable Holdings, Inc.
|
|
|
|
|
|
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
|
|
|
|
|
Accurate Wealth Management, LLC
|
|
|
|
|
|
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund
|
|
|
|
|
|
SFPIX - SARATOGA ADVANTAGE TRUST - Financial Services Portfolio Class I
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
Horizon Bancorp Inc /in/
|
|
|
|
|
|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
|
|
|
|
|
River Wealth Advisors LLC
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Large Cap Disciplined Value VIP Fund
|
|
|
|
|
|
Gsa Capital Partners Llp
|
|
|
|
|
|
Custom Index Systems, Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
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|
FCTE - ETF Opportunities Trust - SMI 3Fourteen Full-Cycle Trend ETF
|
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|
Ameritas Advisory Services, LLC
|
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|
MGQIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Sustain Portfolio Class I
|
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|
LDFVX - LORD ABBETT SECURITIES TRUST - Lord Abbett Fundamental Equity Fund Class A
|
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VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
|
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|
Millennium Management Llc
|
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Mascoma Wealth Management LLC
|
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Norges Bank
|
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First United Bank Trust/
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Royal Bank Of Canada
|
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VEGN - ETF Series Solutions - US Vegan Climate ETF
|
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URTH - iShares, Inc. - iShares MSCI World ETF
|
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Seascape Capital Management
|
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GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
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Flower City Capital
|
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NEWFX - NEW WORLD FUND INC - NEW WORLD FUND INC Class A
|
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Hara Capital LLC
|
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Hsbc Holdings Plc
|
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EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF
|
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Onefund, Llc
|
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Port Capital LLC
|
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|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
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|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
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USGLX - JOHN HANCOCK CAPITAL SERIES - U.S. Global Leaders Growth Fund Class A
|
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VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares
|
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Canton Hathaway, LLC
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State of Wyoming
|
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Wallace Advisory Group, LLC
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Armis Advisers, LLC
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Source Capital Inc /de/
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DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
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PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A
|
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|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
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|
Mount Yale Investment Advisors, LLC
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Securian Asset Management, Inc
|
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PENN SERIES FUNDS INC - Flexibly Managed Fund
|
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Triumph Capital Management
|
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JCAVX - John Hancock Funds II - Capital Appreciation Value Fund Class NAV
|
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|
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares
|
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TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
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|
Allianzgi Diversified Income & Convertible Fund
|
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|
Graypoint LLC
|
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North Star Investment Management Corp.
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FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
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Apella Capital, LLC
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Qtron Investments LLC
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PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
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|
RINYX - RUSSELL INVESTMENT CO - International Developed Markets Fund Class Y
|
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ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A
|
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|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
|
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MWOFX - MFS SERIES TRUST VIII - MFS Global Growth Fund A
|
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Frank, Rimerman Advisors LLC
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RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
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POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
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LGT Fund Management Co Ltd.
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Neville Rodie & Shaw Inc
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Enterprise Financial Services Corp
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XRLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF
|
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HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
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Hm Payson & Co
|
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Mitchell Capital Management Co
|
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Garrison Bradford & Associates Inc
|
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Independent Franchise Partners LLP
|
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Bridgewater Advisors Inc.
|
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Crossmark Global Holdings, Inc.
|
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Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
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Argent Trust Co
|
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VMGRX - VANGUARD WHITEHALL FUNDS - Vanguard Mid-Cap Growth Fund Investor Shares
|
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SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
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IVE - iSHARES TRUST - iShares S&P 500 Value ETF
|
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|
NPRTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Large Cap Value Fund Investor Class
|
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Canada Pension Plan Investment Board
|
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Wedbush Securities Inc
|
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AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
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Quadcap Wealth Management, LLC
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Equitable Trust Co
|
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|
Van Hulzen Asset Management, LLC
|
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BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
|
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|
SGLC - RBB FUND, INC. - SGI U.S. Large Cap Core ETF
|
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Stevens Capital Management Lp
|
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Delta Investment Management, LLC
|
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PRAXIS FUNDS - Praxis Impact Large Cap Value ETF
|
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|
Van Eck Associates Corp
|
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|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
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|
|
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
|
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|
|
Arlington Trust Co LLC
|
|
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|
Clean Yield Group
|
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LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
|
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|
|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
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|
|
ACUSX - NEIMAN FUNDS - Advisors Capital US Dividend Fund
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP MFS Value Fund Standard Class
|
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|
Personal Cfo Solutions, Llc
|
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|
|
Hemington Wealth Management
|
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|
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A
|
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|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF
|
|
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|
|
Hancock Whitney Corp
|
|
|
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|
|
FPAG - Investment Managers Series Trust III - FPA Global Equity ETF
|
|
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|
|
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
|
|
|
|
|
Elo Mutual Pension Insurance Co
|
|
|
|
|
|
Painted Porch Advisors LLC
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
Leslie Global Wealth, LLC
|
|
|
|
|
|
Kcm Investment Advisors Llc
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
Prairie Sky Financial Group LLC
|
|
|
|
|
|
Icon Wealth Advisors, LLC
|
|
|
|
|
|
First American Bank
|
|
|
|
|
|
Jasper Ridge Partners, L.P.
|
|
|
|
|
|
Nordea Investment Management Ab
|
|
|
|
|
|
Exchange Bank
|
|
|
|
|
|
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
Longview Partners (Guernsey) LTD
|
|
|
|
|
|
Capital International Investors
|
|
|
|
|
|
Flagship Harbor Advisors, Llc
|
|
|
|
|
|
FYEE - Fidelity Greenwood Street Trust - Fidelity Yield Enhanced Equity ETF
|
|
|
|
|
|
Lountzis Asset Management, Llc
|
|
|
|
|
|
Arrowstreet Capital, Limited Partnership
|
|
|
|
|
|
Gryphon Financial Partners LLC
|
|
|
|
|
|
Park Square Financial Group, LLC
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
NEW YORK LIFE INVESTMENTS VP FUNDS TRUST - NYLI VP MFS Investors Trust Portfolio Service Class
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
|
|
|
|
|
Cantillon Capital Management Llc
|
|
|
|
|
|
IWL - iSHARES TRUST - iShares Russell Top 200 ETF
|
|
|
|
|
|
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares
|
|
|
|
|
|
VMNVX - VANGUARD WHITEHALL FUNDS - Vanguard Global Minimum Volatility Fund Admiral Shares
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
DiMeo Schneider & Associates, L.L.C.
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
ACIFX - NEIMAN FUNDS - Advisors Capital International Fund
|
|
|
|
|
|
Neuberger Berman Next Generation Connectivity Fund Inc.
|
|
|
|
|
|
Abacus Planning Group, Inc.
|
|
|
|
|
|
Goldstream Capital Management Ltd
|
|
|
|
|
|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco ESG S&P 500 Equal Weight ETF
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
Voya Global Advantage & Premium Opportunity Fund
|
|
|
|
|
|
Mesirow Financial Investment Management, Inc.
|
|
|
|
|
|
Clarius Group, LLC
|
|
|
|
|
|
Massachusetts Financial Services Co /ma/
|
|
|
|
|
|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
Yarbrough Capital, LLC
|
|
|
|
|
|
Generali Asset Management SPA SGR
|
|
|
|
|
|
HAVGX - ADVISORS' INNER CIRCLE FUND - HAVERFORD QUALITY GROWTH STOCK FUND Haverford Quality Growth Stock Fund
|
|
|
|
|
|
Ellis Investment Partners, LLC
|
|
|
|
|
|
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
|
|
|
|
|
Lord, Abbett & Co. Llc
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Global Research Portfolio Initial Class
|
|
|
|
|
|
RINT - Russell Investments Exchange Traded Funds - International Developed Equity Active ETF
|
|
|
|
|
|
Exencial Wealth Advisors, Llc
|
|
|
|
|
|
Norinchukin Bank, The
|
|
|
|
|
|
Sofos Investments, Inc.
|
|
|
|
|
|
Chicago Capital, LLC
|
|
|
|
|
|
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A
|
|
|
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
|
|
Morse Asset Management, Inc
|
|
|
|
|
|
NWAPX - NATIONWIDE MUTUAL FUNDS - Nationwide Mellon Disciplined Value Fund Eagle Class
|
|
|
|
|
|
IOO - iSHARES TRUST - iShares Global 100 ETF
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund
|
|
|
|
|
|
Penobscot Investment Management Company, Inc.
|
|
|
|
|
|
RTNAX - RUSSELL INVESTMENT CO - Tax-Managed International Equity Fund Class A
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
|
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
|
|
|
|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
|
|
|
|
|
Jensen Investment Management Inc
|
|
|
|
|
|
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I
|
|
|
|
|
|
FTCE - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust New Constructs Core Earnings Leaders ETF
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K
|
|
|
|
|
|
Howard Capital Management Inc.
|
|
|
|
|
|
Sound View Wealth Advisors Group, LLC
|
|
|
|
|
|
Tax-managed Growth Portfolio - Tax-managed Growth Portfolio
|
|
|
|
|
|
Frazier Financial Advisors, LLC
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
|
|
|
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
Aspen Grove Capital, LLC
|
|
|
|
|
|
GLBIX - Managed Portfolio Series - Leuthold Global Fund Institutional Class
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
IMA Wealth, Inc.
|
|
|
|
|
|
Gulf International Bank (UK) Ltd
|
|
|
|
|
|
Trust Co Of Virginia /va
|
|
|
|
|
|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
|
|
|
|
|
Empower Advisory Group, LLC
|
|
|
|
|
|
Chevy Chase Trust Holdings, Inc.
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
|
|
|
|
|
Richardson Financial Services Inc.
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
YHB Investment Advisors, Inc.
|
|
|
|
|
|
New York Life Investment Management Llc
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian All Cap Core VIP Fund
|
|
|
|
|
|
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
|
|
|
|
|
PNBAX - Virtus Investment Trust - Virtus NFJ Large-Cap Value Fund A
|
|
|
|
|
|
Carderock Capital Management Inc
|
|
|
|
|
|
Lavaca Capital Llc
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
Essex Financial Services, Inc.
|
|
|
|
|
|
Headlands Technologies LLC
|
|
|
|
|
|
MTCAX - MFS SERIES TRUST I - MFS Technology Fund A
|
|
|
|
|
|
VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares
|
|
|
|
|
|
Coston, McIsaac & Partners
|
|
|
|
|
|
Mpwm Advisory Solutions, Llc
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
Duncker Streett & Co Inc
|
|
|
|
|
|
Intellectus Partners, LLC
|
|
|
|
|
|
SPLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
|
|
|
|
|
|
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
|
|
|
|
|
Susquehanna Portfolio Strategies, LLC
|
|
|
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Socially Responsible Fund Class I
|
|
|
|
|
|
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
|
|
|
|
|
|
Y.D. More Investments Ltd
|
|
|
|
|
|
Blue Barn Wealth, LLC
|
|
|
|
|
|
SYM FINANCIAL Corp
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
City National Bank Of Florida /msd
|
|
|
|
|
|
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund
|
|
|
|
|
|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
|
|
|
|
|
CWGIX - CAPITAL WORLD GROWTH & INCOME FUND - CAPITAL WORLD GROWTH & INCOME FUND Class A
|
|
|
|
|
|
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class
|
|
|
|
|
|
JDESX - JPMorgan Trust I - JPMorgan U.S. Research Enhanced Equity Fund Class I
|
|
|
|
|
|
Hills Bank & Trust Co
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
|
|
|
Bfsg, Llc
|
|
|
|
|
|
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
|
|
|
|
|
Crestwood Advisors Group LLC
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF
|
|
|
|
|
|
Wrapmanager Inc
|
|
|
|
|
|
WVALX - WEITZ FUNDS - Value Fund - Investor Class
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
Glen Eagle Advisors, LLC
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
VSTIX - VALIC Co I - Stock Index Fund
|
|
|
|
|
|
HUSV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Domestic ETF
|
|
|
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Blue Chip Partners, Inc.
|
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|
NILTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman International Select Fund Trust Class
|
|
|
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|
Nomura Asset Management Co Ltd
|
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|
Quest 10 Wealth Builders, Inc.
|
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|
Capital World Investors
|
|
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|
MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A
|
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|
|
|
|
Wexford Capital Lp
|
|
|
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|
Citrine Capital LLC
|
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|
ARTGX - ARTISAN PARTNERS FUNDS INC - Artisan Global Value Fund Investor Shares
|
|
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|
|
FULVX - FIDELITY SUMMER STREET TRUST - Fidelity U.S. Low Volatility Equity Fund
|
|
|
|
|
|
LQAI - Exchange Listed Funds Trust - LG QRAFT AI-Powered U.S. Large Cap Core ETF
|
|
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|
DAGVX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Dynamic Value Fund Class A
|
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|
Kinneret Advisory, LLC
|
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|
Delta Global Management LP
|
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|
Capital A Wealth Management, LLC
|
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|
Nicholas Company, Inc.
|
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|
Wealthstream Advisors, Inc.
|
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|
Profund Advisors Llc
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1
|
|
|
|
|
|
ESMV - iSHARES TRUST - iShares ESG MSCI USA Min Vol Factor ETF
|
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|
Dudley & Shanley, Inc.
|
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|
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FVALX - FORESTER FUNDS INC - Forester Value Fund Class N
|
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|
RVW Wealth, LLC
|
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|
Bessemer Group Inc
|
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Violich Capital Management, Inc.
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Verition Fund Management LLC
|
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Adage Capital Partners Gp, L.l.c.
|
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Global Retirement Partners, LLC
|
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SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
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|
DRRAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Global Real Return Fund Class A
|
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TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
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|
American Trust
|
|
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|
Assenagon Asset Management S.A.
|
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SCLZ - NORTHERN LIGHTS FUND TRUST III - Swan Enhanced Dividend Income ETF
|
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|
Nomura Holdings Inc
|
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|
Welch Group, LLC
|
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Nwam Llc
|
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JOET - Virtus ETF Trust II - Virtus Terranova U.S. Quality Momentum ETF
|
|
|
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|
New Capital Management LP
|
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|
ACWV - iShares, Inc. - iShares Edge MSCI Min Vol Global ETF
|
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|
Valeo Financial Advisors, LLC
|
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Rational Advisors Llc
|
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JAOSX - JANUS INVESTMENT FUND - Janus Henderson Overseas Fund Class T
|
|
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|
Asset Dedication, LLC
|
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|
Good Life Advisors, LLC
|
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Wedmont Private Capital
|
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|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
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|
Ashton Thomas Private Wealth, LLC
|
|
|
|
|
|
LORD ABBETT SERIES FUND INC - Fundamental Equity Portfolio Class VC
|
|
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|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Capital Strength Portfolio Class I
|
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|
Texas Permanent School Fund
|
|
|
|
|
|
Skopos Labs, Inc.
|
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Brown Advisory Inc
|
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|
C WorldWide Group Holding A/S
|
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|
SG Americas Securities, LLC
|
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|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
|
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|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
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|
Washington Trust Advisors, Inc.
|
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Inspirion Wealth Advisors, Llc
|
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Cary Street Partner Investment Advisory Llc
|
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QCVAX - Clearwater Investment Trust - Clearwater International Fund
|
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|
Stephens Inc /ar/
|
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Chesley Taft & Associates LLC
|
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|
Bell Asset Management Ltd
|
|
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|
IRVIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Value Index Portfolio Class I
|
|
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|
Sargent Investment Group, LLC
|
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|
Tealwood Asset Management Inc
|
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|
FNPIX - Profunds - Financials Ultrasector Profund Investor Class
|
|
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|
Modera Wealth Management, LLC
|
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|
Prana Capital Management, LP
|
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|
Cibc World Markets Corp
|
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|
PDS Planning, Inc
|
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|
Martin Investment Management, LLC
|
|
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|
|
Vanguard Group Inc
|
|
|
|
|
|
IGFAX - Voya INVESTORS TRUST - VY(R) Morgan Stanley Global Franchise Portfolio Class ADV
|
|
|
|
|
|
TNBIX - 1290 Funds - 1290 SmartBeta Equity Fund Class I
|
|
|
|
|
|
Arete Wealth Advisors, LLC
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1
|
|
|
|
|
|
Syon Capital Llc
|
|
|
|
|
|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
Belpointe Asset Management LLC
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
Occudo Quantitative Strategies Lp
|
|
|
|
|
|
DRW Securities, LLC
|
|
|
|
|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
|
VMVLX - VANGUARD WORLD FUND - Vanguard Mega Cap Value Index Fund Institutional Shares
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
Total Investment Management Inc
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
Americana Partners, LLC
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
|
|
|
|
La Banque Postale Asset Management SA
|
|
|
|
|
|
Ninety One UK Ltd
|
|
|
|
|
|
PRWCX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation Fund
|
|
|
|
|
|
Nippon Life Global Investors Americas, Inc.
|
|
|
|
|
|
Neo Ivy Capital Management
|
|
|
|
|
|
BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class
|
|
|
|
|
|
FSUVX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Low Volatility Index Fund
|
|
|
|
|
|
Ceredex Value Advisors LLC
|
|
|
|
|
|
SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
|
|
|
|
|
Arlington Partners LLC
|
|
|
|
|
|
Kohmann Bosshard Financial Services, LLC
|
|
|
|
|
|
NorthCrest Asset Manangement, LLC
|
|
|
|
|
|
POIIX - FundVantage Trust - Polen International Growth Fund Institutional Class
|
|
|
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
|
|
|
|
|
|
Summit Global Investments
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
|
|
|
|
Saturna Capital CORP
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Research Series Initial Class
|
|
|
|
|
|
Chicago Partners Investment Group LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A
|
|
|
|
|
|
Plato Investment Management Ltd
|
|
|
|
|
|
Gerber, Llc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Fund (I)
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
Fiera Capital Corp
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
Fayez Sarofim & Co
|
|
|
|
|
|
Fox Run Management, L.l.c.
|
|
|
|
|
|
IRLAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Growth Index Portfolio Class ADV
|
|
|
|
|
|
AUXAX - FORUM FUNDS - Auxier Focus Fund A Shares
|
|
|
|
|
|
Petrus Trust Company, LTA
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
Future Fund LLC
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
|
|
|
Capital International Inc /ca/
|
|
|
|
|
|
Mayflower Financial Advisors, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA MFS Massachusetts Investors Trust Portfolio Class 1
|
|
|
|
|
|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
MPS Loria Financial Planners, LLC
|
|
|
|
|
|
Fragasso Group Inc.
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
Point72 Europe (London) LLP
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
LORD ABBETT SERIES FUND INC - Mid Cap Stock Portfolio Class VC
|
|
|
|
|
|
PACIFIC SELECT FUND - Dividend Growth Portfolio Class I
|
|
|
|
|
|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
|
|
|
|
|
FAIEX - PFM Multi-Manager Series Trust - PFM Multi-Manager International Equity Fund Institutional Class
|
|
|
|
|
|
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund
|
|
|
|
|
|
MITTX - MASSACHUSETTS INVESTORS TRUST - Massachusetts Investors Trust A
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
Clifford Swan Investment Counsel Llc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Equity Income Fund (A)
|
|
|
|
|
|
Diversify Wealth Management, Llc
|
|
|
|
|
|
AEPGX - EUROPACIFIC GROWTH FUND - EUROPACIFIC GROWTH FUND Class A
|
|
|
|
|
|
Community Bank & Trust, Waco, Texas
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
Romano Brothers And Company
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
Vestor Capital, Llc
|
|
|
|
|
|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
|
|
|
|
MEFAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid Cap Growth Fund Class A
|
|
|
|
|
|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
MSFRX - MFS SERIES TRUST V - MFS Total Return Fund A
|
|
|
|
|
|
JNL SERIES TRUST - JNL/JPMorgan Hedged Equity Fund (A)
|
|
|
|
|
|
MetLife Investment Management, LLC
|
|
|
|
|
|
Daiwa Securities Group Inc.
|
|
|
|
|
|
Principal Street Partners, LLC
|
|
|
|
|
|
Forum Financial Management, LP
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
L2 Asset Management, LLC
|
|
|
|
|
|
TLGWX - TIAA-CREF LIFE FUNDS - Growth & Income Fund
|
|
|
|
|
|
AustralianSuper Pty Ltd
|
|
|
|
|
|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
|
|
|
|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
Zevin Asset Management Llc
|
|
|
|
|
|
Cobblestone Capital Advisors Llc /ny/
|
|
|
|
|
|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
|
|
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
|
|
|
|
|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
|
|
|
|
|
Capitolis Liquid Global Markets LLC
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
Artisan Partners Limited Partnership
|
|
|
|
|
|
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
|
|
|
|
|
American National Bank
|
|
|
|
|
|
Lester Murray Antman dba SimplyRich
|
|
|
|
|
|
South Dakota Investment Council
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
Marshall Wace, Llp
|
|
|
|
|
|
Norden Group Llc
|
|
|
|
|
|
Murphy & Mullick Capital Management Corp
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B
|
|
|
|
|
|
HELO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF
|
|
|
|
|
|
WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares
|
|
|
|
|
|
Cornerstone Strategic Value Fund Inc
|
|
|
|
|
|
Capital International Sarl
|
|
|
|
|
|
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A
|
|
|
|
|
|
Ycg, Llc
|
|
|
|
|
|
Howard Hughes Medical Institute
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
Alta Advisers Ltd
|
|
|
|
|
|
Inspire Advisors, LLC
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
PUREfi Wealth, LLC
|
|
|
|
|
|
Deltec Asset Management Llc
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
Maripau Wealth Management Llc
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
Amplius Wealth Advisors, LLC
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
Options Solutions, Llc
|
|
|
|
|
|
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Contrarian Core Fund Class 1
|
|
|
|
|
|
Avanza Fonder AB
|
|
|
|
|
|
Ing Groep Nv
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
VOOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Growth Index Fund ETF Shares
|
|
|
|
|
|
Korea Investment CORP
|
|
|
|
|
|
Beverly Hills Private Wealth, LLC
|
|
|
|
|
|
Hilltop National Bank
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
Biltmore Family Office, LLC
|
|
|
|
|
|
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
|
|
|
|
|
|
Northeast Financial Consultants Inc
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
Brighthouse Funds Trust II - MFS Value Portfolio Class A
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
|
|
|
|
|
|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Technology Portfolio Initial Class
|
|
|
|
|
|
Guggenheim Strategic Opportunities Fund
|
|
|
|
|
|
Cornerstone Wealth Group, LLC
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
|
|
|
|
|
|
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a)
|
|
|
|
|
|
FUQIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Quality Index Fund
|
|
|
|
|
|
Nbt Bank N A /ny
|
|
|
|
|
|
Tradewinds Capital Management, LLC
|
|
|
|
|
|
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF
|
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|
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|
Twelve Points Wealth Management LLC
|
|
|
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|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
Brighthouse Funds Trust I - Brighthouse/Artisan International Portfolio Class A
|
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|
Prestige Wealth Management Group LLC
|
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|
Premier Fund Managers Ltd
|
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|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
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|
Moors & Cabot, Inc.
|
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|
Financial Gravity Companies, Inc.
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LAVLX - LORD ABBETT MID CAP STOCK FUND INC - LORD ABBETT MID CAP STOCK FUND INC Class A
|
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|
Fiduciary Group LLC
|
|
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|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
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|
Wiley Bros.-aintree Capital, Llc
|
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|
Unio Capital LLC
|
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Dunhill Financial, LLC
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|
Cambridge Investment Research Advisors, Inc.
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SGLIX - RBB FUND, INC. - SGI Global Equity Fund Class I Shares
|
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Global Frontier Investments LLC
|
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|
First National Bank & Trust Co Of Newtown
|
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XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
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|
Annis Gardner Whiting Capital Advisors, LLC
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|
Los Angeles Capital Management Llc
|
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|
PACIFIC SELECT FUND - Mid-Cap Value Portfolio Class I
|
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|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
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|
Scharf Investments, Llc
|
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|
Great Valley Advisor Group, Inc.
|
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Rathbone Brothers plc
|
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JGQYX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Global Quality Growth Fund - Y Shares
|
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|
Bridgefront Capital, LLC
|
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Obermeyer Wood Investment Counsel, Lllp
|
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Choate Investment Advisors
|
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PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF
|
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|
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|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I
|
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Md Sass Investors Services Inc
|
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Intrust Bank Na
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FILFX - Fidelity Rutland Square Trust II - Strategic Advisers International Fund
|
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IGAAX - INTERNATIONAL GROWTH & INCOME FUND - International Growth and Income Fund Class A
|
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Ritter Daniher Financial Advisory LLC / DE
|
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|
Trexquant Investment LP
|
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Atlantic Edge Private Wealth Management, LLC
|
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|
Accent Capital Management, LLC
|
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J.Safra Asset Management Corp
|
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CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
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Huntington National Bank
|
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Nvwm, Llc
|
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BlackRock ETF Trust - Blackrock Future U.S. Themes ETF
|
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Sunpointe, LLC
|
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MFSG - MFS Active Exchange Traded Funds Trust - MFS Active Growth ETF
|
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|
Beacon Capital Management, LLC
|
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Todd Asset Management Llc
|
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Connable Office Inc
|
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New York State Common Retirement Fund
|
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WBALX - WEITZ FUNDS - Balanced Fund - Investor Class
|
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Forte Capital Llc /adv
|
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USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF
|
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Capital Planning Advisors, LLC
|
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Arjuna Capital
|
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West Paces Advisors Inc.
|
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Allworth Financial LP
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BPAIX - RBB FUND, INC. - Boston Partners All-Cap Value Fund INSTITUTIONAL
|
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PCLVX - PACE SELECT ADVISORS TRUST - PACE Large Co Value Equity Investments Class P
|
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Profunds - Profund Vp Large-cap Value
|
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PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
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|
Fairman Group, LLC
|
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|
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class
|
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|
IIGIX - Voya MUTUAL FUNDS - Voya Multi-Manager International Equity Fund Class I
|
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|
First Horizon Advisors, Inc.
|
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CUSEX - Capital Group U.S. Equity Fund - Capital Group U.S. Equity Fund Share class
|
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Pittenger & Anderson Inc
|
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Corsair Capital Management, L.p.
|
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NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
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|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
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|
Police & Firemen's Retirement System of New Jersey
|
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|
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares
|
|
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Ar Asset Management Inc
|
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|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
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Sage Mountain Advisors LLC
|
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|
Vinva Investment Management Ltd
|
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SGAPX - VIRTUS EQUITY TRUST - Virtus SGA Global Growth Fund Class I
|
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|
Brookstone Capital Management
|
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|
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|
|
NMIEX - Northern Funds - Active M International Equity Fund
|
|
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|
|
|
JAFRX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Capital Appreciation Value Trust NAV Class
|
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|
D. E. Shaw & Co., Inc.
|
|
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|
Arthur M. Cohen & Associates, Llc
|
|
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|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
Matrix Asset Advisors Inc/ny
|
|
|
|
|
|
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I
|
|
|
|
|
|
FSPCX - FIDELITY SELECT PORTFOLIOS - Insurance Portfolio
|
|
|
|
|
|
IFPUX - Advisers Investment Trust - Independent Franchise Partners US Equity Fund
|
|
|
|
|
|
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
GRZZX - Managed Portfolio Series - Leuthold Grizzly Short Fund
|
|
|
|
|
|
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
|
|
|
|
|
HC Advisors, LLC
|
|
|
|
|
|
Tiaa Trust, National Association
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB
|
|
|
|
|
|
ANWPX - NEW PERSPECTIVE FUND - NEW PERSPECTIVE FUND Class A
|
|
|
|
|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
Two Sigma Investments, Lp
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
Night Owl Capital Management, LLC
|
|
|
|
|
|
DREVX - BNY Mellon Large Cap Securities Fund, Inc. - BNY Mellon Large Cap Securities Fund, Inc.
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
West Family Investments, Inc.
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
|
|
|
|
|
Alyeska Investment Group, L.P.
|
|
|
|
|
|
Woodline Partners LP
|
|
|
|
|
|
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
|
|
|
|
|
|
JVLAX - John Hancock Funds III - John Hancock Disciplined Value Fund Class A
|
|
|
|
|
|
Tanager Wealth Management LLP
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
Sustainable Growth Advisers, LP
|
|
|
|
|
|
Stanley-Laman Group, Ltd.
|
|
|
|
|
|
Resona Asset Management Co.,Ltd.
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
|
|
|
|
Newman Dignan & Sheerar, Inc.
|
|
|
|
|
|
APIE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive International Equity ETF
|
|
|
|
|
|
Net Worth Advisory Group
|
|
|
|
|
|
TRXAX - MUTUAL FUND SERIES TRUST - Catalyst/MAP Global Balanced Fund Class A
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
Retirement Planning Group
|
|
|
|
|
|
Voya Global Equity Dividend & Premium Opportunity Fund
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
|
|
|
|
|
GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares
|
|
|
|
|
|
Focus Financial Network, Inc.
|
|
|
|
|
|
VBCVX - VALIC Co I - Systematic Value Fund
|
|
|
|
|
|
Cornerstone Advisors, LLC
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
Salvus Wealth Management, LLC
|
|
|
|
|
|
Coastline Trust Co
|
|
|
|
|
|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/MFS Technology Portfolio Class IB
|
|
|
|
|
|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
|
|
|
|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
|
|
|
|
|
Live Oak Private Wealth LLC
|
|
|
|
|
|
NFP Retirement, Inc.
|
|
|
|
|
|
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF
|
|
|
|
|
|
Seed Wealth Management, Inc.
|
|
|
|
|
|
Beese Fulmer Investment Management, Inc.
|
|
|
|
|
|
Agf Management Ltd
|
|
|
|
|
|
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A
|
|
|
|
|
|
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
|
|
|
|
|
CWA Asset Management Group, LLC
|
|
|
|
|
|
Artemis Investment Management LLP
|
|
|
|
|
|
ICONIQ Capital, LLC
|
|
|
|
|
|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
|
|
|
|
Applied Finance Capital Management, LLC
|
|
|
|
|
|
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
|
|
|
|
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Growth Fund Class 1
|
|
|
|
|
|
DUHP - Dimensional ETF Trust - Dimensional US High Profitability ETF
|
|
|
|
|
|
BBR ALO Fund, LLC
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
Axa S.a.
|
|
|
|
|
|
Thomasville National Bank
|
|
|
|
|
|
FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I
|
|
|
|
|
|
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Janus Henderson U.S. Low Volatility Portfolio
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
|
|
|
Union Savings Bank
|
|
|
|
|
|
CBLAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Balanced Fund Class A
|
|
|
|
|
|
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
|
|
|
WoodTrust Financial Corp
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
SEEIX - Sei Institutional International Trust - Sit International Equity Fund - Class I
|
|
|
|
|
|
Smith Chas P & Associates Pa Cpas
|
|
|
|
|
|
NorthRock Partners, LLC
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
|
|
|
|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
|
|
|
|
CGGE - Capital Group Global Equity ETF - Capital Group Global Equity ETF Share Class
|
|
|
|
|
|
McLean Asset Management Corp
|
|
|
|
|
|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
|
|
|
|
|
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a)
|
|
|
|
|
|
NDGAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Dividend Growth Fund Class A
|
|
|
|
|
|
AADEX - AMERICAN BEACON FUNDS - American Beacon Large Cap Value Fund Institutional Class
|
|
|
|
|
|
Townsend & Associates, Inc
|
|
|
|
|
|
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A
|
|
|
|
|
|
PFW Advisors LLC
|
|
|
|
|
|
Mutual Of America Capital Management Llc
|
|
|
|
|
|
Avalon Trust Co
|
|
|
|
|
|
One Wealth Advisors, LLC
|
|
|
|
|
|
Townsquare Capital Llc
|
|
|
|
|
|
PENN SERIES FUNDS INC - Large Cap Growth Fund
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
Shelton Capital Management
|
|
|
|
|
|
Act Two Investors Llc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
VVMCX - VALIC Co I - Mid Cap Value Fund
|
|
|
|
|
|
Chancellor Financial Group WB LP
|
|
|
|
|
|
MMITX - Goldman Sachs Trust II - Multi-Manager International Equity Fund Class P Shares
|
|
|
|
|
|
Tokio Marine Asset Management Co Ltd
|
|
|
|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
|
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
|
|
|
|
|
SPMV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Minimum Variance ETF
|
|
|
|
|
|
TCAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Premium Income ETF
|
|
|
|
|
|
Fulton Bank, N.a.
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
|
|
|
Lantz Financial LLC
|
|
|
|
|
|
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares
|
|
|
|
|
|
Seeds Investor Llc
|
|
|
|
|
|
CMVIX - Blackrock Funds - Blackrock Advantage Large Cap Growth Fund Institutional
|
|
|
|
|
|
PFS Partners, LLC
|
|
|
|
|
|
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
VNGYX - Advisors' Inner Circle Fund II - Vontobel Global Equity Fund Y Shares
|
|
|
|
|
|
Bradley Foster & Sargent Inc/ct
|
|
|
|
|
|
Kfg Wealth Management, Llc
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Global Growth Fund Class 1
|
|
|
|
|
|
Strategy Asset Managers Llc
|
|
|
|
|
|
Ritholtz Wealth Management
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
CGIC - Capital Group International Core Equity ETF - Capital Group International Core Equity ETF Share Class
|
|
|
|
|
|
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - New World Fund Class 1
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
Swedbank AB
|
|
|
|
|
|
WASAX - IVY FUNDS - Ivy Asset Strategy Fund Class A
|
|
|
|
|
|
CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A
|
|
|
|
|
|
Fort Point Capital Partners LLC
|
|
|
|
|
|
SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
Financial Network Wealth Advisors LLC
|
|
|
|
|
|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
|
|
|
|
|
Insigneo Advisory Services, Llc
|
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Invesco Ltd.
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
Connecticut Wealth Management, LLC
|
|
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|
|
|
Trust Co Of Oklahoma
|
|
|
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|
|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
|
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|
RYDEX VARIABLE TRUST - Financial Services Fund Variable Annuity
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
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|
Yousif Capital Management, Llc
|
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|
Auxier Asset Management
|
|
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|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
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Perigon Wealth Management, LLC
|
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Dakota Wealth Management
|
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XLF - SELECT SECTOR SPDR TRUST - The Financial Select Sector SPDR Fund
|
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|
Jones Financial Companies Lllp
|
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Vestmark Advisory Solutions, Inc.
|
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Busey Wealth Management
|
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NBIIX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman International Equity Fund Institutional Class
|
|
|
|
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|
VTRIX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard International Value Fund Investor Shares
|
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|
Umb Bank N A/mo
|
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Millstone Evans Group, LLC
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|
TCTC Holdings, LLC
|
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Access Investment Management LLC
|
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ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A
|
|
|
|
|
|
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A
|
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XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF
|
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|
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|
TDVG - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Dividend Growth ETF
|
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|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
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First Pacific Advisors, LP
|
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OALC - UNIFIED SERIES TRUST - OneAscent Large Cap Core ETF
|
|
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|
Colony Group, LLC
|
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|
First Trust Advisors Lp
|
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Dover Advisors, Llc
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XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
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|
Carolina Wealth Advisors, LLC
|
|
|
|
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|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
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|
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NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
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CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
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|
Ameritas Investment Partners, Inc.
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Citadel Advisors Llc
|
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ProVise Management Group, LLC
|
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Seacrest Wealth Management, Llc
|
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|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
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|
Broadway Wealth Solutions, Inc.
|
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NSIVX - North Square Investments Trust - North Square Altrinsic International Equity Fund Class I
|
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|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
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VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
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|
Bayesian Capital Management, LP
|
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Weitz Investment Management, Inc.
|
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Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
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Aryeh Capital Management Ltd.
|
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VNIYX - Advisors' Inner Circle Fund II - VONTOBEL INTERNATIONAL EQUITY FUND Y Shares
|
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ALTL - Pacer Funds Trust - Pacer Lunt Large Cap Alternator ETF
|
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MFS VARIABLE INSURANCE TRUST - MFS Investors Trust Series Initial Class
|
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|
Genesis Private Wealth, Llc
|
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MGNDX - PRAXIS MUTUAL FUNDS - Praxis Growth Index Fund Class A
|
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|
Morningstar Investment Management LLC
|
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|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
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|
Fifth Third Bancorp
|
|
|
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|
FSTRX - Federated Adviser Series - Federated MDT Large Cap Value Fund Class A Shares
|
|
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|
Quantbot Technologies LP
|
|
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|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
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|
Charles Schwab Investment Management Inc
|
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|
Arizona State Retirement System
|
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Walleye Trading LLC
|
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|
Granite Group Advisors, LLC
|
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Country Trust Bank
|
|
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|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
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|
|
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|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
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|
DiNuzzo Private Wealth, Inc.
|
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|
Hollencrest Capital Management
|
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Mattern Capital Management, Llc
|
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Simplicity Wealth,LLC
|
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SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
|
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|
Ironvine Capital Partners, LLC
|
|
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|
Meiji Yasuda Asset Management Co Ltd.
|
|
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|
Sound Income Strategies, LLC
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
|
|
|
|
Tredje AP-fonden
|
|
|
|
|
|
CVSE - Morgan Stanley ETF Trust - Calvert US Select Equity ETF
|
|
|
|
|
|
Soltis Investment Advisors LLC
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund
|
|
|
|
|
|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
|
|
|
|
|
|
VIGRX - VANGUARD INDEX FUNDS - Vanguard Growth Index Fund Investor Shares
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
|
|
WILLIAMSBURG INVESTMENT TRUST - Davenport Insider Buying Fund
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
ALIBX - FINANCIAL INVESTORS TRUST - ALPS | Smith Balanced Opportunity Fund Investor Class
|
|
|
|
|
|
HCR Wealth Advisors
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
Sumitomo Life Insurance Co
|
|
|
|
|
|
LCORX - Managed Portfolio Series - Leuthold Core Investment Fund Retail Class
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
DSHFX - Brinker Capital Destinations Trust - Destinations Shelter Fund Class I
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
Lbmc Investment Advisors, Llc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A)
|
|
|
|
|
|
Trust Point Inc.
|
|
|
|
|
|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
|
|
|
|
Institutional Investment Strategy Fund
|
|
|
|
|
|
Albion Financial Group /ut
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
Valley National Advisers Inc
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
S&t Bank/pa
|
|
|
|
|
|
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
|
|
|
|
|
AQLT - iSHARES TRUST - iShares MSCI Global Quality Factor ETF
|
|
|
|
|
|
Mcdonald Partners Llc
|
|
|
|
|
|
Visionary Wealth Advisors
|
|
|
|
|
|
MSDKX - MORGAN STANLEY INSTITUTIONAL FUND INC - International Resilience Portfolio Class I
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
Abel Hall, LLC
|
|
|
|
|
|
Baldwin Investment Management, LLC
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
DTCAX - BNY Mellon Sustainable U.S. Equity Fund, Inc. - BNY Mellon Sustainable U.S. Equity Fund, Inc. Class A
|
|
|
|
|
|
Factory Mutual Insurance Co
|
|
|
|
|
|
Veritas Asset Management LLP
|
|
|
|
|
|
Mill Creek Capital Advisors, LLC
|
|
|
|
|
|
Pioneer Trust Bank N A/or
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
WCMI - FIRST TRUST EXCHANGE-TRADED FUND - First Trust WCM International Equity ETF
|
|
|
|
|
|
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV
|
|
|
|
|
|
Gateway Investment Advisers Llc
|
|
|
|
|
|
Evernest Financial Advisors, LLC
|
|
|
|
|
|
Founders Financial Alliance, LLC
|
|
|
|
|
|
GHP Investment Advisors, Inc.
|
|
|
|
|
|
MSEFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Equity Fund Institutional Class
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
|
|
|
|
Kornitzer Capital Management Inc /ks
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
|
|
|
LFL Advisers, LLC
|
|
|
|
|
|
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF
|
|
|
|
|
|
DT Investment Partners, LLC
|
|
|
|
|
|
GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
Horizon Financial Services, Llc
|
|
|
|
|
|
GGGAX - Gamco Global Series Funds, Inc - Gamco Global Growth Fund Class A
|
|
|
|
|
|
JHTRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 3 Fund Class R6
|
|
|
|
|
|
Tidemark, LLC
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Research International Portfolio Initial Class
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
FYLG - Global X Funds - Global X Financials Covered Call & Growth ETF
|
|
|
|
|
|
SPYG - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Growth ETF
|
|
|
|
|
|
Core Alternative Capital
|
|
|
|
|
|
Crane Advisory, LLC
|
|
|
|
|
|
Adviser Investments LLC
|
|
|
|
|
|
Brighthouse Funds Trust II - Frontier Mid Cap Growth Portfolio Class A
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
PGIRX - FundVantage Trust - Polen Global Growth Fund Investor Class
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
USS Investment Management Ltd
|
|
|
|
|
|
Hopwood Financial Services, Inc.
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
Trust Co Of Toledo Na /oh/
|
|
|
|
|
|
GOIGX - John Hancock Funds III - John Hancock International Growth Fund Class A
|
|
|
|
|
|
RND - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Bloomberg R&D Leaders ETF
|
|
|
|
|
|
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
Fischer Financial Services, Inc.
|
|
|
|
|
|
Cumberland Partners Ltd
|
|
|
|
|
|
REAP Financial Group, LLC
|
|
|
|
|
|
PCLCX - PACE SELECT ADVISORS TRUST - PACE Large Co Growth Equity Investments Class P
|
|
|
|
|
|
JNL SERIES TRUST - JNL/WCM Focused International Equity Fund (I)
|
|
|
|
|
|
Dorsey & Whitney Trust CO LLC
|
|
|
|
|
|
Northstar Asset Management Llc
|
|
|
|
|
|
IWX - iSHARES TRUST - iShares Russell Top 200 Value ETF
|
|
|
|
|
|
APG Asset Management N.V.
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
VSM Wealth Advisory, LLC
|
|
|
|
|
|
Prairie Wealth Advisors, Inc.
|
|
|
|
|
|
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
Marcum Wealth, LLC
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
|
|
|
|
|
|
VIRTUS VARIABLE INSURANCE TRUST - Virtus SGA International Growth Series Class A
|
|
|
|
|
|
Wealthspire Advisors, LLC
|
|
|
|
|
|
New Mexico Educational Retirement Board
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
Value Partners Investments Inc.
|
|
|
|
|
|
Wsfs Capital Management, Llc
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
KIE - SPDR SERIES TRUST - SPDR(R) S&P Insurance ETF
|
|
|
|
|
|
IMC-Chicago, LLC
|
|
|
|
|
|
SNPG - DBX ETF TRUST - Xtrackers S&P 500 Growth ESG ETF
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
|
|
|
|
|
FAS - Direxion Shares ETF Trust - Direxion Daily Financial Bull 3X Shares
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Balanced Fund Class 3
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
|
|
|
|
|
DLQAX - BNY Mellon Investment Funds V, Inc. - BNY Mellon Large Cap Equity Fund Class A
|
|
|
|
|
|
LOGIX - ADVISORS SERIES TRUST - Scharf Fund Institutional Class
|
|
|
|
|
|
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
|
|
|
|
|
Horizon Funds - HORIZON EXPEDITION PLUS ETF
|
|
|
|
|
|
VCGAX - VALIC Co I - Growth & Income Fund
|
|
|
|
|
|
Ninety One North America, Inc.
|
|
|
|
|
|
NEW YORK LIFE INVESTMENTS VP FUNDS TRUST - NYLI VP MFS Research Portfolio Service Class
|
|
|
|
|
|
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
|
|
Northwest & Ethical Investments L.P.
|
|
|
|
|
|
TD Capital Management LLC
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
Sabal Trust CO
|
|
|
|
|
|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
|
|
|
|
Uhlmann Price Securities, Llc
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
Royal London Asset Management Ltd
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
Venturi Wealth Management, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A)
|
|
|
|
|
|
Capital Group Private Client Services, Inc.
|
|
|
|
|
|
Haverford Trust Co
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
Logan Capital Management Inc
|
|
|
|
|
|
LITMAN GREGORY FUNDS TRUST - Polen Capital International Growth ETF
|
|
|
|
|
|
IXG - iSHARES TRUST - iShares Global Financials ETF
|
|
|
|
|
|
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
IWY - iSHARES TRUST - iShares Russell Top 200 Growth ETF
|
|
|
|
|
|
CGGO - Capital Group Global Growth Equity ETF - Capital Group Global Growth Equity ETF Share Class
|
|
|
|
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Cigna Investments Inc /new
|
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Assetmark, Inc
|
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HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
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Center for Financial Planning, Inc.
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|
Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K
|
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SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A
|
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Scotia Capital Inc.
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Schroder Investment Management Group
|
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SUNAMERICA SERIES TRUST - SA MFS Total Return Portfolio Class 1
|
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|
Federated Hermes, Inc.
|
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SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
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Standard Life Aberdeen plc
|
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RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund
|
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GPS Wealth Strategies Group, LLC
|
|
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DAVPX - WILLIAMSBURG INVESTMENT TRUST - Davenport Core Fund
|
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|
Alliancebernstein L.p.
|
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FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund
|
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|
|
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|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
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CSIEX - CALVERT SOCIAL INVESTMENT FUND - Calvert Equity Fund Class A
|
|
|
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|
Kwmg, Llc
|
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|
|
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MFS VARIABLE INSURANCE TRUST - MFS Value Series Initial Class
|
|
|
|
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|
TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R
|
|
|
|
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|
Binnacle Investments Inc
|
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|
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|
Portside Wealth Group, LLC
|
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|
Prudential Plc
|
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SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
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|
|
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UYG - PROSHARES TRUST - ProShares Ultra Financials
|
|
|
|
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TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
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Canoe Financial LP
|
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IFP Advisors, Inc
|
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waypoint wealth counsel
|
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Summit Trail Advisors, Llc
|
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GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
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|
|
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|
Versant Capital Management, Inc
|
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|
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|
MBL Wealth, LLC
|
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Annandale Capital, LLC
|
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|
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PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
|
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|
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USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF
|
|
|
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|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1
|
|
|
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FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund
|
|
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|
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|
Kentucky Retirement Systems
|
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|
|
Nbc Securities, Inc.
|
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Creative Planning
|
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Opal Wealth Advisors, LLC
|
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Elyxium Wealth, LLC
|
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GEIZX - GuideStone Funds - Growth Equity Index Fund Investor
|
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|
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Fosun International Ltd
|
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|
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MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
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|
|
|
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NZUS - SPDR SERIES TRUST - SPDR MSCI USA Climate Paris Aligned ETF
|
|
|
|
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|
EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB
|
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|
VSRDX - VALIC Co I - U.S. Socially Responsible Fund
|
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|
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|
Zrc Wealth Management, Llc
|
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|
Sunbelt Securities, Inc.
|
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California Public Employees Retirement System
|
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FNCL - FIDELITY COVINGTON TRUST - Fidelity MSCI Financials Index ETF
|
|
|
|
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|
Kilter Group LLC
|
|
|
|
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|
Dai-Ichi Life Insurance Company, Ltd
|
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|
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|
AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1
|
|
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|
Wells Fargo & Company/mn
|
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|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
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|
Qrg Capital Management, Inc.
|
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Oppenheimer & Co Inc
|
|
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DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
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|
Integrated Wealth Concepts LLC
|
|
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|
|
Advisor Group Holdings, Inc.
|
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|
|
|
|
IFG Advisors, LLC
|
|
|
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|
Ellevest, Inc.
|
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|
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BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund
|
|
|
|
|
|
First National Bank of Hutchinson
|
|
|
|
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|
SVIIX - VIRTUS ASSET TRUST - Virtus Ceredex Large-Cap Value Equity Fund Class A
|
|
|
|
|
|
Credential Qtrade Securities Inc.
|
|
|
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|
Brown, Lisle/cummings, Inc.
|
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|
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|
Two Sigma Advisers, Lp
|
|
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|
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
|
|
|
|
|
Dark Forest Capital Management Lp
|
|
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|
|
WestEnd Advisors, LLC
|
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|
KBC Group NV
|
|
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|
RSPF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Financials ETF
|
|
|
|
|
|
GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
Legacy Wealth Asset Management, LLC
|
|
|
|
|
|
MFWTX - MFS SERIES TRUST VI - MFS Global Total Return Fund A
|
|
|
|
|
|
Advisors Capital Management, LLC
|
|
|
|
|
|
BKDV - BNY Mellon ETF Trust II - BNY Mellon Dynamic Value ETF
|
|
|
|
|
|
HFCSX - HENNESSY FUNDS TRUST - Hennessy Focus Fund Investor Class
|
|
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|
Bartlett & Co. Wealth Management Llc
|
|
|
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|
FreeGulliver LLC
|
|
|
|
|
|
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
|
|
|
|
|
|
Boston Private Wealth Llc
|
|
|
|
|
|
DecisionPoint Financial, LLC
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
Brighthouse Funds Trust I - MFS Research International Portfolio Class A
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
|
|
DnB Asset Management AS
|
|
|
|
|
|
FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6
|
|
|
|
|
|
Capital International Ltd /ca/
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
Diamond Hill Capital Management Inc
|
|
|
|
|
|
Williams Jones Wealth Management, LLC.
|
|
|
|
|
|
VYGNX - Voya EQUITY TRUST - Voya Global Multi-Asset Fund Class R6
|
|
|
|
|
|
NBCR - Neuberger Berman ETF Trust - Neuberger Berman Core Equity ETF
|
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
|
|
|
|
|
Byrne Asset Management LLC
|
|
|
|
|
|
Lansforsakringar Fondforvaltning AB (publ)
|
|
|
|
|
|
Bowen Hanes & Co Inc
|
|
|
|
|
|
Brighthouse Funds Trust II - MFS Total Return Portfolio Class A
|
|
|
|
|
|
Kampmann Melissa S.
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
WCEAX - IVY FUNDS - Ivy Core Equity Fund Class A
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class
|
|
|
|
|
|
Stratos Wealth Advisors, LLC
|
|
|
|
|
|
Nilsine Partners, LLC
|
|
|
|
|
|
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
Hartline Investment Corp/
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
Aviso Financial Inc.
|
|
|
|
|
|
Borer Denton & Associates, Inc.
|
|
|
|
|
|
Capital Investment Advisors, LLC
|
|
|
|
|
|
Capstone Investment Advisors, Llc
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
NewEdge Wealth, LLC
|
|
|
|
|
|
Sunflower Bank, N.A.
|
|
|
|
|
|
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
|
|
|
|
|
Jefferies Financial Group Inc.
|
|
|
|
|
|
Catalyst Capital Advisors LLC
|
|
|
|
|
|
LGPIX - Profunds - Large-cap Growth Profund Investor Class
|
|
|
|
|
|
OALVX - Optimum Fund Trust - Optimum Large Cap Value Fund Class A
|
|
|
|
|
|
Wcm Investment Management, Llc
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
Wealth Preservation Advisors, LLC
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - CTIVP - MFS Value Fund Class 1
|
|
|
|
|
|
Handelsbanken Fonder AB
|
|
|
|
|
|
ARTHX - ARTISAN PARTNERS FUNDS INC - Artisan Global Equity Fund Investor Shares
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
Kathmere Capital Management, LLC
|
|
|
|
|
|
DHFYX - DIAMOND HILL FUNDS - Diamond Hill Large Cap Concentrated Fund Class Y
|
|
|
|
|
|
JAIGX - JANUS ASPEN SERIES - Janus Henderson Overseas Portfolio Service Shares
|
|
|
|
|
|
Yacktman Asset Management Lp
|
|
|
|
|
|
Mbb Public Markets I Llc
|
|
|
|
|
|
Impact Investors, Inc
|
|
|
|
|
|
Cynosure Management, Llc
|
|
|
|
|
|
Ivy Variable Insurance Portfolios - Ivy VIP Asset Strategy Class II
|
|
|
|
|
|
Canandaigua National Bank & Trust Co
|
|
|
|
|
|
ZABDFX - American Beacon Institutional Funds Trust - American Beacon Diversified Fund AAL Class
|
|
|
|
|
|
CAPROCK Group, Inc.
|
|
|
|
|
|
David R. Rahn & Associates Inc.
|
|
|
|
|
|
Jlb & Associates Inc
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
|
|
|
|
Castleview Partners, Llc
|
|
|
|
|
|
Dougherty Wealth Advisers LLC
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
CBIZ Investment Advisory Services, LLC
|
|
|
|
|
|
BCAMX - PROFESSIONALLY MANAGED PORTFOLIOS - Boston Common ESG Impact U.S. Equity Fund Boston Common ESG Impact U.S. Equity
|
|
|
|
|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
|
|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Bbr Partners, Llc
|
|
|
|
|
|
GATEX - Gateway Trust - Gateway Fund Class A Shares
|
|
|
|
|
|
Ivy Variable Insurance Portfolios - Ivy VIP Core Equity Class II
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio
|
|
|
|
|
|
Wesbanco Bank Inc
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
Engineers Gate Manager LP
|
|
|
|
|
|
Creekside Partners
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
|
|
|
Gitterman Wealth Management, LLC
|
|
|
|
|
|
Lewis Asset Management, LLC
|
|
|
|
|
|
Redwood Park Advisors LLC
|
|
|
|
|
|
IBNAX - IVY FUNDS - Ivy Balanced Fund Class A
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
Fortis Capital Management LLC
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
|
|
|
|
|
Covenant Partners, LLC
|
|
|
|
|
|
Ilmarinen Mutual Pension Insurance Co
|
|
|
|
|
|
Contravisory Investment Management, Inc.
|
|
|
|
|
|
Ossiam
|
|
|
|
|
|
Robeco Institutional Asset Management B.V.
|
|
|
|
|
|
Sompo Japan Nipponkoa Asset Management Co.,ltd.
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
|
|
|
|
Arrowroot Family Office, LLC
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
JHQAX - JPMorgan Trust I - JPMorgan Hedged Equity Fund Class A
|
|
|
|
|
|
Rakuten Securities, Inc.
|
|
|
|
|
|
QAACX - Federated MDT Series - Federated MDT All Cap Core Fund Class A Shares
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
New Millennium Group LLC
|
|
|
|
|
|
DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares
|
|
|
|
|
|
Centricity Wealth Management, LLC
|
|
|
|
|
|
Nfj Investment Group, Llc
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Enhanced Index VP Initial
|
|
|
|
|
|
Orion Capital Management LLC
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Common Stock Portfolio Initial Class
|
|
|
|
|
|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
|
|
|
|
|
Westside Investment Management, Inc.
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
WPOPX - WEITZ FUNDS - Partners III Opportunity Fund - Institutional Class
|
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
Main Street Research LLC
|
|
|
|
|
|
LAZARD RETIREMENT SERIES INC - Lazard Retirement International Equity Portfolio Service Shares
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
LQPE - Tidal Trust III - PEO AlphaQuest(TM) Thematic PE ETF
|
|
|
|
|
|
Credential Securities Inc.
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
Gilman Hill Asset Management, LLC
|
|
|
|
|
|
Journey Advisory Group, LLC
|
|
|
|
|
|
FFEIX - NUVEEN INVESTMENT FUNDS INC - Nuveen Dividend Value Fund Class A
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
Fullcircle Wealth Llc
|
|
|
|
|
|
Perpetual Ltd
|
|
|
|
|
|
SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF
|
|
|
|
|
|
Comprehensive Financial Management LLC
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
Boyd Watterson Asset Management Llc/oh
|
|
|
|
|
|
Dash Acquisitions Inc.
|
|
|
|
|
|
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
|
|
|
|
|
Scarborough Advisors, LLC
|
|
|
|
|
|
Alpha Family Trust
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
Caitong International Asset Management Co., Ltd
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
FourThought Financial Partners, LLC
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
|
|
|
|
Radnor Capital Management, LLC
|
|
|
|
|
|
Dagco, Inc.
|
|
|
|
|
|
Jupiter Asset Management Ltd
|
|
|
|
|
|
Armor Investment Advisors, LLC
|
|
|
|
|
|
Watts Gwilliam & Co., LLC
|
|
|
|
|
|
VCULX - VALIC Co I - Growth Fund
|
|
|
|
|
|
GFG Capital, LLC
|
|
|
|
|
|
Rede Wealth, LLC
|
|
|
|
|
|
Sagespring Wealth Partners, Llc
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Research International Core Portfolio
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Fundamental Value Fund Class II
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund
|
|
|
|
|
|
Raiffeisen Bank International AG
|
|
|
|
|
|
MFQAX - AMG Funds I - AMG FQ Tax-Managed U.S. Equity Fund Class N
|
|
|
|
|
|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
|
|
|
|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Global Equity Series Initial Class
|
|
|
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|
|
NQVAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Multi-Cap Value Fund - Class A
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
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|
|
|
|
BBIEX - Bridge Builder Trust - Bridge Builder International Equity Fund
|
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|
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|
True Wealth Design, LLC
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
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|
AZNAX - ALLIANZ FUNDS - AllianzGI Income & Growth Fund Class A
|
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|
King Luther Capital Management Corp
|
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Barings Llc
|
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RBB FUND, INC. - Aquarius International Fund
|
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BUFIX - BUFFALO FUNDS - Buffalo International Fund Investor Class
|
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Rakuten Investment Management, Inc.
|
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|
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|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
|
|
|
|
|
FTCS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Capital Strength ETF
|
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|
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|
|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
|
|
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|
Banque Cantonale Vaudoise
|
|
|
|
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TIGRX - TIAA-CREF FUNDS - TIAA-CREF Growth & Income Fund Institutional Class
|
|
|
|
|
|
Ci Investments Inc.
|
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|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
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|
True North Advisors, LLC
|
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|
NBSSX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Focus Fund Investor Class
|
|
|
|
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|
BRYN MAWR TRUST Co
|
|
|
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FineMark National Bank & Trust
|
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United Community Bank
|
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DekaBank Deutsche Girozentrale
|
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|
Newton One Investments LLC
|
|
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|
|
LZIOX - LAZARD FUNDS INC - Lazard International Equity Portfolio Open Shares
|
|
|
|
|
|
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF
|
|
|
|
|
|
GFI Investment Counsel Ltd.
|
|
|
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|
|
Kings Path Partners LLC
|
|
|
|
|
|
MASFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Alternative Strategies Fund Institutional Class
|
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|
Haverford Financial Services, Inc.
|
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|
Davis R M Inc
|
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Optiver Holding B.V.
|
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Anderson Hoagland & Co
|
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Liberty All Star Equity Fund
|
|
|
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|
Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
|
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|
National Bank Of Canada /fi/
|
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Boston Partners
|
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EAGL - 2023 ETF Series Trust - Eagle Capital Select Equity ETF
|
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|
Managed Asset Portfolios, Llc
|
|
|
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|
Tsfg, Llc
|
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SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
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|
Brown Brothers Harriman & Co
|
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|
Accredited Investors Inc.
|
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Financiere des Professionnels - Fonds d,investissement inc.
|
|
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THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
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|
Pitcairn Co
|
|
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|
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class
|
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|
Tyler-Stone Wealth Management
|
|
|
|
|
|
BNY MELLON VARIABLE INVESTMENT FUND - Growth and Income Portfolio - Initial Shares
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
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|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
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|
|
Rialto Wealth Management, LLC
|
|
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|
Spirepoint Private Client, Llc
|
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|
|
Newbridge Financial Services Group, Inc.
|
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|
Oakworth Capital, Inc.
|
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|
FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF
|
|
|
|
|
|
RGLGX - American Funds Global Insight Fund - American Funds Global Insight Fund Class R-6
|
|
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|
|
|
JEPI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
|
|
|
|
|
|
Douglass Winthrop Advisors, LLC
|
|
|
|
|
|
RIFCX - RUSSELL INVESTMENT FUNDS - International Developed Markets Fund
|
|
|
|
|
|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
|
|
|
|
|
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6
|
|
|
|
|
|
AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A
|
|
|
|
|
|
Marshall & Sterling Wealth Advisors Inc.
|
|
|
|
|
|
TFC Financial Management
|
|
|
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|
|
Sentry Investment Management Llc
|
|
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|
Barrett & Company, Inc.
|
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|
BLPIX - Profunds - Bull Profund Investor Class
|
|
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|
|
|
Miracle Mile Advisors, LLC
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
Chilton Investment Co Llc
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
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|
|
Charter Trust Co
|
|
|
|
|
|
Intermede Investment Partners Ltd
|
|
|
|
|
|
MOKAN Wealth Management Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
High Note Wealth, LLC
|
|
|
|
|
|
Intech Investment Management Llc
|
|
|
|
|
|
Acadian Asset Management Llc
|
|
|
|
|
|
MXECX - GREAT-WEST FUNDS INC - Great-West Core Strategies: International Equity Fund Institutional Class
|
|
|
|
|
|
Lansing Street Advisors
|
|
|
|
|
|
SkyView Investment Advisors, LLC
|
|
|
|
|
|
Catalytic Wealth RIA, LLC
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
Greenspring Advisors, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB
|
|
|
|
|
|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
|
|
|
|
|
Retirement Systems of Alabama
|
|
|
|
|
|
HighMark Wealth Management LLC
|
|
|
|
|
|
NICSX - Nicholas Fund, Inc. - Nicholas Fund Inc
|
|
|
|
|
|
Trust Asset Management LLC
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
First Foundation Advisors
|
|
|
|
|
|
CAPOX - Unified Series Trust - Absolute Capital Opportunities Fund Institutional Shares
|
|
|
|
|
|
Baader Bank INC
|
|
|
|
|
|
Webster Bank, N. A.
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Global Tactical Allocation Portfolio Initial Class
|
|
|
|
|
|
VLCGX - VALIC Co I - Large Capital Growth Fund
|
|
|
|
|
|
Camden National Bank
|
|
|
|
|
|
Grassi Investment Management
|
|
|
|
|
|
D'Orazio & Associates, Inc.
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
Regal Investment Advisors LLC
|
|
|
|
|
|
USMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA ETF
|
|
|
|
|
|
Sandy Cove Advisors, LLC
|
|
|
|
|
|
Deseret Mutual Benefit Administrators
|
|
|
|
|
|
Capital Group Investment Management Pte. Ltd.
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
OUSA - ALPS ETF Trust - ALPS | O'Shares U.S. Quality Dividend ETF Shares
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
IFC Advisors LLC
|
|
|
|
|
|
Citizens Financial Group Inc/ri
|
|
|
|
|
|
Gillson Capital LP
|
|
|
|
|
|
Proficio Capital Partners LLC
|
|
|
|
|
|
PDP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Momentum ETF
|
|
|
|
|
|
Bank of New Hampshire
|
|
|
|
|
|
Point72 Asset Management, L.P.
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares
|
|
|
|
|
|
Pure Financial Advisors, Inc.
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - American Century NVIT Multi Cap Value Fund Class I
|
|
|
|
|
|
Tower Bridge Advisors
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
Mendel Money Management
|
|
|
|
|
|
Proathlete Wealth Management Llc
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
BNIEX - UBS FUNDS - UBS International Sustainable Equity Fund CLASS A
|
|
|
|
|
|
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
Markel Corp
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
Redwood Wealth Management Group, LLC
|
|
|
|
|
|
Nordwand Advisors, LLC
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
FLRAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Large Cap Select Fund Class A
|
|
|
|
|
|
FBUF - Fidelity Greenwood Street Trust - Fidelity Dynamic Buffered Equity ETF
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
FLCV - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Value ETF
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock Advantage Large Cap Income ETF
|
|
|
|
|
|
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
|
|
|
|
|
Waddell & Associates, Llc
|
|
|
|
|
|
Czech National Bank
|
|
|
|
|
|
Alps Advisors Inc
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Point72 (DIFC) Ltd
|
|
|
|
|
|
Mission Wealth Management, Lp
|
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
Clear Street Markets Llc
|
|
|
|
|
|
Schechter Investment Advisors, LLC
|
|
|
|
|
|
NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
|
|
|
|
Blueshift Asset Management, LLC
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF
|
|
|
|
|
|
V-Square Quantitative Management LLC
|
|
|
|
|
|
Princeton Global Asset Management LLC
|
|
|
|
|
|
Legacy Financial Advisors, Inc.
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
IMG Wealth Management, Inc.
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
Boreal Capital Management LLC
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
|
|
|
|
|
ASR Vermogensbeheer N.V.
|
|
|
|
|
|
Checchi Capital Advisers, LLC
|
|
|
|
|
|
Hudock, Inc.
|
|
|
|
|
|
Spears Abacus Advisors LLC
|
|
|
|
|
|
1832 Asset Management L.P.
|
|
|
|
|
|
LORD ABBETT SERIES FUND INC - Growth and Income Portfolio Class VC
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
ANEFX - NEW ECONOMY FUND - NEW ECONOMY FUND Class A
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
Greenwood Gearhart Inc
|
|
|
|
|
|
FARYX - Northern Lights Fund Trust IV - Fulcrum Diversified Absolute Return Fund Super Institutional Class
|
|
|
|
|
|
Paradigm Financial Partners, Llc
|
|
|
|
|
|
LZESX - LAZARD FUNDS INC - Lazard International Equity Select Portfolio Open Shares
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
Dogwood Wealth Management LLC
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
Panagora Asset Management Inc
|
|
|
|
|
|
Cable Hill Partners, LLC
|
|
|
|
|
|
First Financial Bankshares Inc
|
|
|
|
|
|
Goelzer Investment Management, Inc.
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
RYFIX - RYDEX SERIES FUNDS - Financial Services Fund Investor Class
|
|
|
|
|
|
JHDRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 2 Fund Class R6
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
OCMPX - LAZARD FUNDS INC - Lazard International Quality Growth Portfolio Open Shares
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
OmniStar Financial Group, Inc.
|
|
|
|
|
|
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF
|
|
|
|
|
|
Fortis Capital Advisors, LLC
|
|
|
|
|
|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
PABU - iSHARES TRUST - iShares Paris-Aligned Climate MSCI USA ETF
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
Lazard Global Total Return & Income Fund Inc
|
|
|
|
|
|
Marble Harbor Investment Counsel, LLC
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
|
|
|
|
|
Westbourne Investment Advisors, Inc.
|
|
|
|
|
|
Maseco Llp
|
|
|
|
|
|
Alliance Wealth Advisors, LLC /UT
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
|
|
|
|
SageView Advisory Group, LLC
|
|
|
|
|
|
DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF
|
|
|
|
|
|
Bristol John W & Co Inc /ny/
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
Metis Global Partners, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
|
|
|
GIEYX - GuideStone Funds - INTERNATIONAL EQUITY FUND Institutional
|
|
|
|
|
|
Cherry Tree Wealth Management, LLC
|
|
|
|
|
|
CGBL - Capital Group Core Balanced ETF - Capital Group Core Balanced ETF Share Class
|
|
|
|
|
|
Plante Moran Financial Advisors, LLC
|
|
|
|
|
|
Pinnacle Financial Partners Inc
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
Spdr S&p 500 Etf Trust
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
Voleon Capital Management Lp
|
|
|
|
|
|
LSOFX - VALUED ADVISERS TRUST - LS Opportunity Fund - Institutional Class
|
|
|
|
|
|
Mendota Financial Group, LLC
|
|
|
|
|
|
JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF
|
|
|
|
|
|
Fisher Asset Management, LLC
|
|
|
|
|
|
Joel Isaacson & Co., LLC
|
|
|
|
|
|
Financial Freedom, LLC
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
MWEFX - MFS SERIES TRUST VI - MFS Global Equity Fund A
|
|
|
|
|
|
Broad Run Investment Management, LLC
|
|
|
|
|
|
Gamco Investors, Inc. Et Al
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
Tema ETF Trust - Tema Monopolies and Oligopolies ETF
|
|
|
|
|
|
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
|
|
|
|
|
|
Cercano Management LLC
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
|
|
|
Pragma Gestao De Patrimonio Ltd
|
|
|
|
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Armstrong Advisory Group, Inc
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SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
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VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
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LISOX - LAZARD FUNDS INC - Lazard International Strategic Equity Portfolio Open Shares
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Sit Investment Associates Inc
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BKWO - BNY Mellon ETF Trust - BNY Mellon Women's Opportunities ETF
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JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF
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CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
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Rocky Mountain Advisers, Llc
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Sendero Wealth Management, LLC
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SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
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Park Avenue Securities Llc
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MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
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Oppenheimer Asset Management Inc.
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SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
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Berkshire Hathaway Inc
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Aqr Capital Management Llc
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LOGOX - ADVISORS SERIES TRUST - Scharf Multi-Asset Opportunity Fund Institutional Class
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GAMMA Investing LLC
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VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
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BloombergSen Inc.
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One Wealth Capital Management, Llc
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LTS One Management LP
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Motco
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LITMAN GREGORY FUNDS TRUST - Polen Capital Global Growth ETF
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Horizon Investments, LLC
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SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF
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SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1
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ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
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IVW - iSHARES TRUST - iShares S&P 500 Growth ETF
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Mufg Securities Americas Inc.
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Snowden Capital Advisors LLC
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INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
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Wealth Alliance
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Crews Bank & Trust
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SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
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Salem Investment Counselors Inc
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ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio
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Natural Investments, Llc
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Bowie Capital Management, LLC
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Waterfront Wealth Inc.
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Commerzbank Aktiengesellschaft /fi
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MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
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Global Wealth Management Investment Advisory, Inc.
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Aaron Wealth Advisors LLC
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ROSS\JOHNSON & Associates LLC
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Regions Financial Corp
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Conning Inc.
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QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
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Motley Fool Asset Management LLC
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iA Global Asset Management Inc.
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ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF
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MidWestOne Financial Group, Inc.
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EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
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EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
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JVMAX - John Hancock Funds III - John Hancock Disciplined Value Mid Cap Fund Class A
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BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A
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St Germain D J Co Inc
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CX Institutional
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CRLSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS INTERNATIONAL EQUITY FUND Institutional Shares
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Rockefeller Capital Management L.P.
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Baird Financial Group, Inc.
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CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
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Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
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NQCAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Large-Cap Value Fund Class A
|
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DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF
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Great Lakes Advisors, Llc
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Ridgewood Investments LLC
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Pekin Hardy Strauss, Inc.
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HFM Investment Advisors, LLC
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Nisa Investment Advisors, Llc
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VMGAX - VANGUARD WORLD FUND - Vanguard Mega Cap Growth Index Fund Institutional Shares
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Garrison Point Advisors, Llc
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IETC - iShares U.S. ETF Trust - iShares Evolved U.S. Technology ETF
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Pin Oak Investment Advisors Inc
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State of Alaska, Department of Revenue
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DURPX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. High Relative Profitability Portfolio Institutional Class
|
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Atlantic Union Bankshares Corp
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Boston Common Asset Management, LLC
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JIISX - JPMorgan Trust I - JPMorgan Intrepid Sustainable Equity Fund Class I
|
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Permanens Capital L.P.
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BTS Asset Management, Inc.
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LGLV - SPDR SERIES TRUST - SPDR SSGA US Large Cap Low Volatility Index ETF
|
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Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
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FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Capital Strength Hedged Equity Portfolio Class I
|
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RDA Financial Network
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FCIRX - MAINSTAY FUNDS TRUST - MainStay PineStone International Equity Fund Class A
|
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S-Bank Fund Management Ltd
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DHLAX - DIAMOND HILL FUNDS - Diamond Hill Large Cap Fund Class A
|
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Congress Wealth Management LLC / DE /
|
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BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
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Brighton Jones Llc
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FTGS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Growth Strength ETF
|
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|
Beacon Pointe Advisors, LLC
|
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Aspect Partners, LLC
|
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Dimensional Fund Advisors Lp
|
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CHICAGO TRUST Co NA
|
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DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Growth Portfolio Institutional Class
|
|
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|
Hemenway Trust Co LLC
|
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|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
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Union Heritage Capital, LLC
|
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Trust Co Of Vermont
|
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Zions Bancorporation, National Association /ut/
|
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|
Heritage Wealth Advisors
|
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Anchor Investment Management, LLC
|
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|
Envestnet Portfolio Solutions, Inc.
|
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OMAH - Tidal Trust III - VistaShares Target 15 Berkshire Select Income ETF
|
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|
HPS Investment Partners, LLC
|
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Principal Financial Group Inc
|
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|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
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|
Eqis Capital Management, Inc.
|
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MSBWX - MORGAN STANLEY INSTITUTIONAL FUND INC - American Resilience Portfolio Class C
|
|
|
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MFSV - MFS Active Exchange Traded Funds Trust - MFS Active Value ETF
|
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Atria Investments Llc
|
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Manufacturers Life Insurance Company, The
|
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WEUSX - Sei Institutional Investments Trust - Siit World Equity Ex-us Fund - Class A
|
|
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MIGFX - MASSACHUSETTS INVESTORS GROWTH STOCK FUND - Massachusetts Investors Growth Stock Fund A
|
|
|
|
|
|
PRDGX - T. Rowe Price Dividend Growth Fund, Inc. - T. Rowe Price Dividend Growth Fund, Inc.
|
|
|
|
|
|
IVINX - IVY FUNDS - Ivy Global Growth Fund Class A
|
|
|
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|
|
IYF - iSHARES TRUST - iShares U.S. Financials ETF
|
|
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|
|
|
Heritage Family Offices, LLP
|
|
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|
|
|
Harris Associates L P
|
|
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|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL T. Rowe Price Capital Appreciation Fund Class 2
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
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|
|
Carr Financial Group Corp
|
|
|
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|
Summit Financial, LLC
|
|
|
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|
|
MML SERIES INVESTMENT FUND - MML Global Fund Class I
|
|
|
|
|
|
Diversified Enterprises, LLC
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
|
|
|
|
|
WealthTrak Capital Management LLC
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
Fidelis Capital Partners, LLC
|
|
|
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|
|
Investment Management Corp of Ontario
|
|
|
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|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Lazard International Strategic Equity Fund (A)
|
|
|
|
|
|
Diversify Advisory Services, LLC
|
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|
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|
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I
|
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|
