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Wedmont Private Capital
|
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SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
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Cary Street Partners Financial Llc
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Cary Street Partner Investment Advisory Llc
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|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Mid Cap Value Fund Class 3
|
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VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
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|
Legacy Financial Advisors, Inc.
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Prana Capital Management, LP
|
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Amundi
|
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CDC - Victory Portfolios II - VictoryShares US EQ Income Enhanced Volatility Wtd ETF
|
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|
Gotham Asset Management, LLC
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O'shaughnessy Asset Management, Llc
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Stelac Advisory Services LLC
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SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
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|
John Hancock Financial Opportunities Fund
|
|
|
|
|
|
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
|
|
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|
JVMAX - John Hancock Funds III - John Hancock Disciplined Value Mid Cap Fund Class A
|
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|
DAVENPORT & Co LLC
|
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|
USLUX - US GLOBAL INVESTORS FUNDS - Holmes Macro Trends Fund
|
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|
BLACKROCK FUNDS - BlackRock SMID-Cap Growth Equity Fund Class K
|
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|
Louisiana State Employees Retirement System
|
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SAEF - SCHWAB STRATEGIC TRUST - Schwab Ariel ESG ETF
|
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|
Pathstone Holdings, LLC
|
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SDVGX - SIT MUTUAL FUNDS INC - Sit Dividend Growth Fund - Class I
|
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Jefferies Financial Group Inc.
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EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
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MSSCX - AMG Funds I - AMG Frontier Small Cap Growth Fund Class I
|
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AXMNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Mid Cap Multi-Style Fund Acclivity Mid Cap Multi-Style N Shares
|
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FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class
|
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DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
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|
Hilltop Holdings Inc.
|
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|
Herold Advisors, Inc.
|
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TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
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Old Point Trust & Financial Services N A
|
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NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
|
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|
Pallas Capital Advisors LLC
|
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Whetstone Capital Advisors, LLC
|
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Janney Montgomery Scott LLC
|
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44 Wealth Management Llc
|
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EverSource Wealth Advisors, LLC
|
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
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Keebeck Wealth Management, LLC
|
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Eisler Capital Management Ltd.
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Peak6 Llc
|
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Deutsche Bank Ag\
|
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Polaris Capital Management, LLC
|
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State of Wyoming
|
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EBI - RBB Fund Trust - Longview Advantage ETF
|
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Blackrock Enhanced Equity Dividend Trust
|
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DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
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|
Envestnet Portfolio Solutions, Inc.
|
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Meiji Yasuda Asset Management Co Ltd.
|
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USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
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LACAX - COLUMBIA ACORN TRUST - Columbia Acorn Fund Class A
|
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Gillson Capital LP
|
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USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
|
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Illinois Municipal Retirement Fund
|
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SFYX - Tidal ETF Trust - SoFi Next 500 ETF
|
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|
QVMM - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 QVM Multi-factor ETF
|
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|
IFS Advisors, LLC
|
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Brevan Howard Capital Management LP
|
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PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
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|
Trifecta Capital Advisors, LLC
|
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Fiduciary Group LLC
|
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|
GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares
|
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HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
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Boston Partners
|
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BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF
|
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IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF
|
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Captrust Financial Advisors
|
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ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
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FDVLX - FIDELITY CAPITAL TRUST - Fidelity Value Fund
|
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|
E&G Advisors, LP
|
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|
Hughes Financial Services, LLC
|
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|
Twin Capital Management Inc
|
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Thrivent Financial For Lutherans
|
|
|
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|
Avantax Advisory Services, Inc.
|
|
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SPMD - SPDR SERIES TRUST - SPDR(R) Portfolio Mid Cap ETF
|
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Wiley Bros.-aintree Capital, Llc
|
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|
Capital Fund Management S.a.
|
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|
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|
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
|
|
|
|
|
|
Aster Capital Management (DIFC) Ltd
|
|
|
|
|
|
AUIAX - AB EQUITY INCOME FUND INC - AB EQUITY INCOME FUND INC Class A
|
|
|
|
|
|
CMUAX - COLUMBIA FUNDS SERIES TRUST - Columbia Select Mid Cap Value Fund Class A
|
|
|
|
|
|
PTMC - Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF
|
|
|
|
|
|
CFMSX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Select Fund
|
|
|
|
|
|
Capital International Investors
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
PARK CIRCLE Co
|
|
|
|
|
|
Lighthouse Investment Partners, LLC
|
|
|
|
|
|
Great West Life Assurance Co /can/
|
|
|
|
|
|
IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
Jeppson Wealth Management, Llc
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
Humankind Benefit Corp - Humankind US Stock ETF
|
|
|
|
|
|
FFLV - FIDELITY COVINGTON TRUST - Fidelity Fundamental Large Cap Value ETF
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
Nordea Investment Management Ab
|
|
|
|
|
|
Tobam
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund
|
|
|
|
|
|
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
|
|
|
|
|
|
Journey Strategic Wealth Llc
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
JAEYX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Index Trust NAV
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
Mjp Associates Inc /adv
|
|
|
|
|
|
Garrison Bradford & Associates Inc
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A
|
|
|
|
|
|
Guinness Asset Management LTD
|
|
|
|
|
|
Assenagon Asset Management S.A.
|
|
|
|
|
|
FCMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value K6 Fund
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio
|
|
|
|
|
|
Pacer Advisors, Inc.
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
Royal London Asset Management Ltd
|
|
|
|
|
|
MDPIX - Profunds - Mid-cap Profund Investor Class
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
Ossiam
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
Sirios Capital Management L P
|
|
|
|
|
|
Stablepoint Partners, LLC
|
|
|
|
|
|
Handelsbanken Fonder AB
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock
|
|
|
|
|
|
WFA of San Diego, LLC
|
|
|
|
|
|
GLBL - Pacer Funds Trust - Pacer MSCI World Industry Advantage ETF
|
|
|
|
|
|
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I
|
|
|
|
|
|
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund
|
|
|
|
|
|
DnB Asset Management AS
|
|
|
|
|
|
WGGNX - WILLIAM BLAIR FUNDS - William Blair Global Leaders Fund Class N
|
|
|
|
|
|
MVCAX - MFS SERIES TRUST XI - MFS Mid Cap Value Fund A
|
|
|
|
|
|
Retirement Systems of Alabama
|
|
|
|
|
|
MML Series Investment Fund II - MML Equity Fund Initial Class
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Mid Cap Managed Volatility Fund Standard Class
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
Dark Forest Capital Management Lp
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
Riggs Asset Managment Co. Inc.
|
|
|
|
|
|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
|
|
|
|
|
MVV - PROSHARES TRUST - ProShares Ultra MidCap400
|
|
|
|
|
|
Breed's Hill Capital LLC
|
|
|
|
|
|
Massachusetts Financial Services Co /ma/
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Financial Sector Fund (I)
|
|
|
|
|
|
Ariel Investments, Llc
|
|
|
|
|
|
Ostrum Asset Management
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
Channing Capital Management, LLC
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Mid Cap Stock Index Portfolio Class A
|
|
|
|
|
|
PSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Global Listed Private Equity ETF
|
|
|
|
|
|
Cassaday & Co Wealth Management LLC
|
|
|
|
|
|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
|
|
|
|
|
MDDAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Diversified Value Fund Class A
|
|
|
|
|
|
Stonegate Investment Group, LLC
|
|
|
|
|
|
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
Gold Investment Management Ltd.
|
|
|
|
|
|
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1
|
|
|
|
|
|
Retirement Wealth Solutions LLC
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
Teza Capital Management LLC
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
STXG - EA Series Trust - Strive 1000 Growth ETF
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
BVALX - Brown Advisory Funds - Brown Advisory - Beutel Goodman Large-Cap Value Fund Institutional Shares
|
|
|
|
|
|
IYF - iSHARES TRUST - iShares U.S. Financials ETF
|
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
GINN - Goldman Sachs ETF Trust - Goldman Sachs Innovate Equity ETF
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
Tocqueville Asset Management L.p.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Mid-Cap Index Fund Standard Class
|
|
|
|
|
|
National Asset Management, Inc.
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
Coastal Bridge Advisors, LLC
|
|
|
|
|
|
Pictet North America Advisors SA
|
|
|
|
|
|
PESPX - BNY MELLON MIDCAP INDEX FUND, INC. - BNY Mellon Midcap Index Fund, Inc. Investor Shares
|
|
|
|
|
|
GFG Capital, LLC
|
|
|
|
|
|
FTA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Value AlphaDEX Fund
|
|
|
|
|
|
Azora Capital LP
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
James Alpha Funds Trust - Easterly Snow Long/Short Opportunity Fund Class C
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
IJJ - iSHARES TRUST - iShares S&P Mid-Cap 400 Value ETF
|
|
|
|
|
|
SYM FINANCIAL Corp
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
|
|
|
|
Zhang Financial LLC
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
Optiver Holding B.V.
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Mid Cap Index Portfolio Class A
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
Korea Investment CORP
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
Beutel, Goodman & Co Ltd.
|
|
|
|
|
|
AVMV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Value ETF
|
|
|
|
|
|
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES
|
|
|
|
|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
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SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
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Promethium Advisors,llc
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GPS Wealth Strategies Group, LLC
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Schroder Investment Management Group
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TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
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|
Arkadios Wealth Advisors
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|
TBH Global Asset Management, LLC
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|
Ramirez Asset Management, Inc.
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PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
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Aviva Plc
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GMXAX - NATIONWIDE MUTUAL FUNDS - Nationwide Mid Cap Market Index Fund Class A
|
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|
Chicago Partners Investment Group LLC
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PineBridge Investments, L.P.
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AVMC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Equity ETF
|
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Securian Asset Management, Inc
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NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
|
|
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|
Kestra Advisory Services, LLC
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|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
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|
FTQI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Hedged BuyWrite Income ETF
|
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|
Bartlett & Co. Wealth Management Llc
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|
Augustine Asset Management Inc
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Holocene Advisors, LP
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Tower View Investment Management & Research LLC
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VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
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JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
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Miller Value Partners, Llc
|
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Sound Income Strategies, LLC
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JNL SERIES TRUST - JNL/Morningstar PitchBook Listed Private Equity Index Fund (A)
|
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NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
|
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Revisor Wealth Management LLC
|
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FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
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|
Fortitude Family Office, LLC
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Federation des caisses Desjardins du Quebec
|
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Northern Trust Corp
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Atticus Wealth Management, Llc
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Fifth Third Bancorp
|
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Wellington Shields & Co., LLC
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Farmers & Merchants Investments Inc
|
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Bogart Wealth, LLC
|
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HCHYX - HC CAPITAL TRUST - The Fixed Income Opportunity Portfolio HC Strategic Shares
|
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SOL Capital Management CO
|
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VVMCX - VALIC Co I - Mid Cap Value Fund
|
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Cinctive Capital Management LP
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UniSuper Management Pty Ltd
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Smartleaf Asset Management LLC
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BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
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MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF
|
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Simplex Trading, Llc
|
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|
RYDEX VARIABLE TRUST - Financial Services Fund Variable Annuity
|
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Bfsg, Llc
|
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QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
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|
Group One Trading, L.p.
|
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Goldman Sachs Group Inc
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AVLV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value ETF
|
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DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
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MPSIX - PRINCIPAL FUNDS, INC. - MidCap S&P 400 Index Fund Institutional Class
|
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Us Bancorp \de\
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ProShare Advisors LLC
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UBS Group AG
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BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional
|
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Qrg Capital Management, Inc.
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Axa S.a.
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Sargent Investment Group, LLC
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Berbice Capital Management LLC
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Ubs Asset Management Americas Inc
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Harbour Investments, Inc.
|
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Ensign Peak Advisors, Inc
|
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Standard Life Aberdeen plc
|
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Walleye Capital LLC
|
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Capital Advisors, Ltd. LLC
|
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FAFDX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Financial Services Fund Class A
|
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|
Meketa Investment Group Inc /adv
|
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Banque Pictet & Cie Sa
|
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Swedbank AB
|
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State Street Corp
|
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IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
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|
Stiles Financial Services Inc
|
|
|
|
|
|
CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF
|
|
|
|
|
|
Robertson Stephens Wealth Management, LLC
|
|
|
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|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
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|
|
Nbt Bank N A /ny
|
|
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|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
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|
Investment Management Corp of Ontario
|
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|
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares
|
|
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|
Bell Investment Advisors, Inc
|
|
|
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|
VCIGX - VALIC Co I - Dividend Value Fund
|
|
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|
|
Fort Point Capital Partners LLC
|
|
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|
Tranquility Partners, LLC
|
|
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|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
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|
HFM Investment Advisors, LLC
|
|
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|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Mid Cap Index Fund Class 2
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Mid Cap Value Portfolio Class A
|
|
|
|
|
|
Private Management Group Inc
|
|
|
|
|
|
FSMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value Fund
|
|
|
|
|
|
Western Pacific Wealth Management, LP
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio
|
|
|
|
|
|
TGFRX - TANAKA FUNDS INC - TANAKA Growth Fund Class R
|
|
|
|
|
|
Thrivent Core Funds - Thrivent Core Mid Cap Value Fund
|
|
|
|
|
|
Diversified Trust Co
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
|
|
|
|
|
|
Avanza Fonder AB
|
|
|
|
|
|
FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund
|
|
|
|
|
|
North Capital, Inc.
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Mid Cap Index Fund Class I
|
|
|
|
|
|
SOAVX - Spirit Of America Investment Fund Inc - Spirit Of America Large Cap Value Fund Class A
|
|
|
|
|
|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
New York Life Investment Management Llc
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
Triangle Securities Wealth Management
|
|
|
|
|
|
Valley National Advisers Inc
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A
|
|
|
|
|
|
IFM Investors Pty Ltd
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
Baltimore-Washington Financial Advisors, Inc.
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
Stanley-Laman Group, Ltd.
|
|
|
|
|
|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
Tredje AP-fonden
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
LBO - EA Series Trust - WHITEWOLF Publicly Listed Private Equity ETF
|
|
|
|
|
|
USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF
|
|
|
|
|
|
Profunds - Profund Vp Mid-cap Growth
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
NOMIX - Northern Funds - Northern Mid Cap Index Fund
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P MidCap 400® Index Portfolio
|
|
|
|
|
|
Prentice Wealth Management LLC
|
|
|
|
|
|
LBWAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Diversified US Large Cap Value Fund Class A
|
|
|
|
|
|
Lgt Capital Partners Ltd.
|
|
|
|
|
|
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
Bamco Inc /ny/
|
|
|
|
|
|
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF
|
|
|
|
|
|
CenterBook Partners LP
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund
|
|
|
|
|
|
Glen Eagle Advisors, LLC
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
FAVFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Fund Class A
|
|
|
|
|
|
WUSAX - WANGER ADVISORS TRUST - Wanger USA
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
ISAM Funds (UK) Ltd
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Morningstar SMID Moat Focus Index Fund (I)
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
Blue Rock Wealth Management LLC
|
|
|
|
|
|
VMIDX - VALIC Co I - Mid Cap Index Fund
|
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
La Banque Postale Asset Management SA
|
|
|
|
|
|
VEVFX - VANGUARD SCOTTSDALE FUNDS - Vanguard Explorer Value Fund Investor Shares
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
STXM - EA Series Trust - Strive Mid-Cap ETF
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
Forsta Ap-fonden
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
|
|
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
Triad Wealth Partners, LLC
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
BMCIX - Blackrock Funds - Blackrock High Equity Income Fund Institutional
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
Davis Asset Management, L.P.
|
|
|
|
|
|
Profunds - Profund Vp Ultramid-cap
|
|
|
|
|
|
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
McGowan Group Asset Management, Inc.
|
|
|
|
|
|
NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares
|
|
|
|
|
|
Wolf Group Capital Advisors
|
|
|
|
|
|
Mission Wealth Management, Lp
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
WealthTrak Capital Management LLC
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund
|
|
|
|
|
|
VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares
|
|
|
|
|
|
MXMDX - GREAT-WEST FUNDS INC - Great-West S&P Mid Cap 400 Index Fund Investor Class
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Mid-Cap Equity Index Fund Class
|
|
|
|
|
|
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
|
|
|
|
|
|
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
|
|
|
|
B. Metzler seel. Sohn & Co. AG
|
|
|
|
|
|
MLPIX - Profunds - Mid-cap Value Profund Investor Class
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
|
|
|
|
|
Barrett & Company, Inc.
|
|
|
|
|
|
Old Mission Capital Llc
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Mid-Cap 1.5x Strategy Fund Variable Annuity
|
|
|
|
|
|
Summit Financial, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
|
|
|
|
|
|
MetLife Investment Management, LLC
|
|
|
|
|
|
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV
|
|
|
|
|
|
RYMDX - RYDEX SERIES FUNDS - Mid-Cap 1.5x Strategy Fund Class H
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
National Pension Service
|
|
|
|
|
|
Optimum Investment Advisors
|
|
|
|
|
|
IMC-Chicago, LLC
|
|
|
|
|
|
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
|
|
|
|
|
|
Global X Japan Co., Ltd.
|
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
Wesbanco Bank Inc
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
SMOT - VanEck ETF Trust - VanEck Morningstar SMID Moat ETF
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1
|
|
|
|
|
|
one8zero8, LLC
|
|
|
|
|
|
Principle Wealth Partners Llc
|
|
|
|
|
|
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
|
|
|
|
|
Rakuten Investment Management, Inc.
|
|
|
|
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Mutual Of America Capital Management Llc
|
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OTCAX - MFS SERIES TRUST IV - MFS Mid Cap Growth Fund A
|
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|
Moors & Cabot, Inc.
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Aqr Capital Management Llc
|
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VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
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|
Sumitomo Mitsui Trust Holdings, Inc.
|
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|
Resona Asset Management Co.,Ltd.
|
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|
Smh Capital Advisors Inc
|
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VARIABLE INSURANCE PRODUCTS FUND IV - Financial Services Portfolio Initial Class
|
|
|
|
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|
HDV - iSHARES TRUST - iShares Core High Dividend ETF
|
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|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
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|
Markel Corp
|
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WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
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Mml Investors Services, Llc
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GLNAX - MFS SERIES TRUST IV - MFS Global New Discovery Fund A
|
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|
Cambridge Investment Research Advisors, Inc.
|
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VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
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|
Cornerstone Select Advisors, LLC
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Spire Wealth Management
|
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Alliancebernstein L.p.
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WBCIX - WILLIAM BLAIR FUNDS - William Blair Small-Mid Cap Core Fund Class I
|
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IVOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Index Fund ETF Shares
|
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|
MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF
|
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|
Covestor Ltd
|
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WPG Advisers, LLC
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Van Eck Associates Corp
|
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MDYG - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Growth ETF
|
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|
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB
|
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Voya Investment Management Llc
|
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|
FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund
|
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|
Sit Investment Associates Inc
|
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|
VVPLX - FINANCIAL INVESTORS TRUST - Vulcan Value Partners Fund Investor Class Shares
|
|
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|
Fifth Third Wealth Advisors LLC
|
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FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF
|
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|
Morgan Stanley
|
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SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
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GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
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|
Ci Investments Inc.
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Profund Advisors Llc
|
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Invesco Ltd.
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FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
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|
BOK Financial Private Wealth, Inc.
|
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Frontier Capital Management Co Llc
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First Manhattan Co
|
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Oregon Public Employees Retirement Fund
|
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GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
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Segall Bryant & Hamill, Llc
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Regatta Capital Group, Llc
|
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GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
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|
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A)
|
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|
EntryPoint Capital, LLC
|
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IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
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DON - WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund N/A
|
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Alyeska Investment Group, L.P.
|
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AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A
|
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EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
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Toronto Dominion Bank
|
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John Hancock Hedged Equity & Income Fund
|
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Commonwealth Equity Services, Llc
|
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Allen Mooney & Barnes Investment Advisors LLC
|
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Brandywine Global Investment Management, LLC
|
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Millennium Management Llc
|
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ASR Vermogensbeheer N.V.
|
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New Mexico Educational Retirement Board
|
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|
WBGSX - WILLIAM BLAIR FUNDS - William Blair Growth Fund Class N
|
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|
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A
|
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|
Empire Financial Management Company, LLC
|
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|
Congress Wealth Management LLC / DE /
|
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IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
|
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|
PAMC - Pacer Funds Trust - Pacer Lunt MidCap Multi-Factor Alternator ETF
|
|
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|
Charles Schwab Investment Management Inc
|
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|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
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|
State of Tennessee, Treasury Department
|
|
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|
PGVFX - FORUM FUNDS - Polaris Global Value Fund
|
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|
Everhart Financial Group, Inc.
|
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NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
|
|
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|
|
SCHM - SCHWAB STRATEGIC TRUST - Schwab U.S. Mid-Cap ETF
|
|
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|
TRIFX - MUTUAL FUND SERIES TRUST - Catalyst/SMH Total Return Income Fund Class A
|
|
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|
Gulf International Bank (UK) Ltd
|
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|
Cullen/frost Bankers, Inc.
|
|
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|
Fayez Sarofim & Co
|
|
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|
HB Wealth Management, LLC
|
|
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|
|
Raymond James Financial Inc
|
|
|
|
|
|
Delos Wealth Advisors, LLC
|
|
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|
Integrated Advisors Network LLC
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
|
|
|
|
|
FZFLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Small-Mid Cap 500 Index Fund
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
EdgeRock Capital LLC
|
|
|
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|
|
Lazard Asset Management Llc
|
|
|
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|
|
Schonfeld Strategic Advisors LLC
|
|
|
|
|
|
VMFGX - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Growth Index Fund Institutional Shares
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
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|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
Glenview Trust Co
|
|
|
|
|
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Legg Mason BW Large Cap Value Portfolio Class 1
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
CSM Advisors, LLC
|
|
|
|
|
|
BGRFX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON GROWTH FUND
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio
|
|
|
|
|
|
Segment Wealth Management, LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a)
|
|
|
|
|
|
MGPIX - Profunds - Mid-cap Growth Profund Investor Class
|
|
|
|
|
|
SMMD - iSHARES TRUST - iShares Russell 2500 ETF
|
|
|
|
|
|
Center For Asset Management LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
Arete Wealth Advisors, LLC
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
Kestra Investment Management, LLC
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
Bearing Point Capital, Llc
|
|
|
|
|
|
Aquatic Capital Management LLC
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares
|
|
|
|
|
|
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
Fort Sheridan Advisors Llc
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Dividend Value Managed Volatility Fund Standard Class
|
|
|
|
|
|
IJH - iSHARES TRUST - iShares Core S&P Mid-Cap ETF
|
|
|
|
|
|
LMCMX - Advisor Managed Portfolios - Miller Income Fund Class IS
|
|
|
|
|
|
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund
|
|
|
|
|
|
Binnacle Investments Inc
|
|
|
|
|
|
Retirement Planning Co of New England, Inc.
|
|
|
|
|
|
Bleakley Financial Group, LLC
|
|
|
|
|
|
MFCPX - M FUND INC - M Capital Appreciation Fund
|
|
|
|
|
|
Sierra Capital LLC
|
|
|
|
|
|
Gator Capital Management, LLC
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Basic Value V.I. Fund Class I
|
|
|
|
|
|
DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
Jaffetilchin Investment Partners, LLC
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
Advantage Advisers Xanthus Fund, L.l.c.
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
JNL SERIES TRUST - JNL Mid Cap Index Fund (I)
|
|
|
|
|
|
UMPIX - Profunds - Ultramid-cap Profund Investor Class
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
Alkeon Capital Management Llc
|
|
|
|
|
|
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
Crewe Advisors LLC
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
Proathlete Wealth Management Llc
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
Westbourne Investment Advisors, Inc.
|
|
|
|
|
|
Forum Financial Management, LP
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A)
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
Amica Mutual Insurance Co
|
|
|
|
|
|
Tritonpoint Wealth, Llc
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
LCGNX - WILLIAM BLAIR FUNDS - William Blair Large Cap Growth Fund Class N
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
PQCCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Mid-Cap Core Equity Fund Class R6
|
|
|
|
|
|
APG Asset Management N.V.
|
|
|
|
|
|
Acadian Asset Management Llc
|
|
|
|
|
|
Everence Capital Management Inc
|
|
|
|
|
|
Securian Funds Trust - SFT Index 400 Mid-Cap Fund Class 1
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
FJ Capital Management LLC
|
|
|
|
|
|
STXV - EA Series Trust - Strive 1000 Value ETF
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
O'ROURKE & COMPANY, Inc
|
|
|
|
|
|
Krs Capital Management, Llc
|
|
|
|
|
|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
NTIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Mid Cap Index Fund Class A
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
|
|
|
|
|
|
URTH - iShares, Inc. - iShares MSCI World ETF
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
|
|
|
|
|
Texas Yale Capital Corp.
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
Skandinaviska Enskilda Banken AB (publ)
|
|
|
|
|
|
Sterneck Capital Management, LLC
|
|
|
|
|
|
VMGRX - VANGUARD WHITEHALL FUNDS - Vanguard Mid-Cap Growth Fund Investor Shares
|
|
|
|
|
|
FIFNX - FIDELITY CONCORD STREET TRUST - Fidelity Founders Fund
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
MBOVX - M FUND INC - M Large Cap Value Fund
|
|
|
|
|
|
Birchbrook, Inc.
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
Deprince Race & Zollo Inc
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Equity Dividend V.I. Fund Class I
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
FNCL - FIDELITY COVINGTON TRUST - Fidelity MSCI Financials Index ETF
|
|
|
|
|
|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
SlateStone Wealth, LLC
|
|
|
|
|
|
TRMNX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Mid-Cap Index Fund
|
|
|
|
|
|
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF
|
|
|
|
|
|
Intrepid Capital Management Inc
|
|
|
|
|
|
KCE - SPDR SERIES TRUST - SPDR(R) S&P Capital Markets ETF
|
|
|
|
|
|
Jain Global LLC
|
|
|
|
|
|
HAGAX - CARILLON SERIES TRUST - Carillon Eagle Mid Cap Growth Fund Class A
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - BlackRock NVIT Equity Dividend Fund Class I
|
|
|
|
|
|
Cibc World Markets Corp
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
Equitable Trust Co
|
|
|
|
|
|
RWK - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 Revenue ETF
|
|
|
|
|
|
BLACKROCK EQUITY DIVIDEND FUND - BLACKROCK EQUITY DIVIDEND FUND Investor A
|
|
|
|
|
|
Elo Mutual Pension Insurance Co
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
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SPMIX - SHELTON FUNDS - S&P MidCap Index Fund Direct Shares
|
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|
American Century Companies Inc
|
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|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
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|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
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|
Truist Financial Corp
|
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|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
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Carson Advisory Inc.
|
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NEFOX - Natixis Funds Trust II - Natixis Oakmark Fund Class A
|
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CAAPX - ARIEL INVESTMENT TRUST - Ariel Appreciation Fund Investor Class
|
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Quaker Wealth Management, LLC
|
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California Public Employees Retirement System
|
|
|
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Principia Wealth Advisory, LLC
|
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SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
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|
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|
Verdence Capital Advisors LLC
|
|
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FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund
|
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|
Parkworth Wealth Management, Inc.
|
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BKMC - BNY Mellon ETF Trust - BNY Mellon US Mid Cap Core Equity ETF
|
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Nissay Asset Management Corp /japan/ /adv
|
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American Capital Advisory, LLC
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COAGX - CALDWELL & ORKIN FUNDS INC - Caldwell & Orkin - Gator Capital Long/Short Fund
|
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Asset Management One Co., Ltd.
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Allspring Global Investments Holdings, LLC
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New York State Teachers Retirement System
|
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Bnp Paribas Arbitrage, Sa
|
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Hartland & Co., LLC
|
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Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
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DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
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|
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|
Visionary Wealth Advisors
|
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Allworth Financial LP
|
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EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
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Pictet & Cie (Europe) SA
|
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Teacher Retirement System Of Texas
|
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Shelton Capital Management
|
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GWM Advisors LLC
|
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EQ ADVISORS TRUST - EQ/Ivy Mid Cap Growth Portfolio Class IB
|
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|
CastleKnight Management LP
|
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Bmc Fund Inc
|
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Principal Securities, Inc.
|
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T. Rowe Price Investment Management, Inc.
|
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Mirador Capital Partners LP
|
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Galvin, Gaustad & Stein, LLC
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Carret Asset Management, Llc
|
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Profunds - Profund Vp Mid-cap Value
|
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Andra AP-fonden
|
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Hemington Wealth Management
|
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Baldwin Brothers Inc/ma
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Hennion & Walsh Asset Management, Inc.
|
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Northwestern Mutual Investment Management Company, Llc
|
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TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
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GGEYX - GuideStone Funds - GROWTH EQUITY FUND Institutional
|
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|
Arizona State Retirement System
|
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Absolute Gestao de Investimentos Ltda.
|
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|
Brighthouse Funds Trust II - Frontier Mid Cap Growth Portfolio Class A
|
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Total Investment Management Inc
|
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|
BI Asset Management Fondsmaeglerselskab A/S
|
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State Of Wisconsin Investment Board
|
|
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Golden State Wealth Management, LLC
|
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FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund
|
|
|
|
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|
JNL SERIES TRUST - JNL/Harris Oakmark Global Equity Fund (A)
|
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Advisors Asset Management, Inc.
|
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Hoertkorn Richard Charles
|
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1832 Asset Management L.P.
|
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Bessemer Group Inc
|
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Algebris (uk) Ltd
|
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International Assets Investment Management, Llc
|
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NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
|
|
|
|
|
|
Compagnie Lombard Odier SCmA
|
|
|
|
|
|
IBSAX - Voya PARTNERS INC - VY(R) Baron Growth Portfolio Class ADV
|
|
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Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
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|
Pictet Asset Management Holding SA
|
|
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Envestnet Asset Management Inc
|
|
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|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
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|
Advisor OS, LLC
|
|
|
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|
Argent Capital Management Llc
|
|
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|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
WSMNX - WILLIAM BLAIR FUNDS - William Blair Small-Mid Cap Growth Fund Class N
|
|
|
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|
|
NewEdge Wealth, LLC
|
|
|
|
|
|
NBNGX - Sit Mid Cap Growth Fund Inc - Sit Mid Cap Growth Fund Inc
|
|
|
|
|
|
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A
|
|
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|
|
AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A
|
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|
|
Creative Planning
|
|
|
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|
|
Deroy & Devereaux Private Investment Counsel Inc
|
|
|
|
|
|
OAKMX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Fund Investor Class
|
|
|
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|
Kilter Group LLC
|
|
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|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
DMG Group, LLC
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
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|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A
|
|
|
|
|
|
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
|
|
|
|
|
|
Weiss Asset Management LP
|
|
|
|
|
|
FIDSX - FIDELITY SELECT PORTFOLIOS - Financial Services Portfolio
|
|
|
|
|
|
MIDU - Direxion Shares ETF Trust - Direxion Daily Mid Cap Bull 3X Shares
|
|
|
|
|
|
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I
|
|
|
|
|
|
ISMVX - WILLIAM BLAIR FUNDS - William Blair Small-Mid Cap Value Fund Class I
|
|
|
|
|
|
IJK - iSHARES TRUST - iShares S&P Mid-Cap 400 Growth ETF
|
|
|
|
|
|
Moody National Bank Trust Division
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
Franklin Street Advisors Inc /nc
|
|
|
|
|
|
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund
|
|
|
|
|
|
Main Street Group, LTD
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
Spdr S&p Midcap 400 Etf Trust
|
|
|
|
|
|
Meiji Yasuda Life Insurance Co
|
|
|
|
|
|
Iron Horse Wealth Management, LLC
|
|
|
|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
|
|
|
|
Wellington Shields Capital Management, LLC
|
|
|
|
|
|
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3
|
|
|
|
|
|
Greenwood Capital Associates Llc
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
ARGFX - ARIEL INVESTMENT TRUST - Ariel Fund Investor Class
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
AMRMX - AMERICAN MUTUAL FUND - AMERICAN MUTUAL FUND Class A
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
Aegon Asset Management Uk Plc
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
Kovack Advisors, Inc.
|
|
|
|
|
|
Caption Management, LLC
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
RYFIX - RYDEX SERIES FUNDS - Financial Services Fund Investor Class
|
|
|
|
|
|
Harris Associates L P
|
|
|
|
|
|
CDL - Victory Portfolios II - VictoryShares US Large Cap High Div Volatility Wtd ETF
|
|
|
|
|
|
Stamos Capital Partners, L.p.
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
|
|
|
|
|
|
Siemens Fonds Invest GmbH
|
|
|
|
|
|
Woodbridge CO LTD
|
|
|
|
|
|
Primark Private Equity Investments Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Mid Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
DDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Dividend ETF
|
|
|
|
|
|
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
FMDCX - FEDERATED INDEX TRUST - Federated Mid-Cap Index Fund Service Shares
|
|
|
|
|
|
Winslow Asset Management Inc
|
|
|
|
|
|
FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund
|
|
|
|
|
|
GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional
|
|
|
|
|
|
Daiwa Securities Group Inc.
|
|
|
|
|
|
Trexquant Investment LP
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
Twin Tree Management, LP
|
|
|
|
|
|
MEFAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid Cap Growth Fund Class A
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Mid Cap Index Portfolio Class 1
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
FSLBX - FIDELITY SELECT PORTFOLIOS - Brokerage and Investment Management Portfolio
|
|
|
|
|
|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
|
|
|
|
UMDD - PROSHARES TRUST - ProShares UltraPro MidCap400
|
|
|
|
|
|
Quest Partners LLC
|
|
|
|
|
|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
Marshall & Sterling Wealth Advisors Inc.
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
S&t Bank/pa
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
Investment Partners Asset Management, Inc.
|
|
|
|
|
|
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
|
|
|
|
|
|
IYG - iSHARES TRUST - iShares U.S. Financial Services ETF
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
BFRE - Ultimus Managers Trust - Westwood LBRTY Global Equity ETF
|
|
|
|
|
|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
|
|
|
|
Capital International Inc /ca/
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A
|
|
|
|
|
|
Daymark Wealth Partners, Llc
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
Thoroughbred Financial Services, Llc
|
|
|
|
|
|
ONEY - SPDR SERIES TRUST - SPDR Russell 1000 Yield Focus ETF
|
|
|
|
|
|
American Trust
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
|
|
|
|
|
|
BLACKROCK MID CAP DIVIDEND SERIES, INC. - BlackRock Mid Cap Dividend Fund Investor A
|
|
|
|
|
|
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
|
|
|
|
|
|
Waterfront Wealth Inc.
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
VFAIX - VANGUARD WORLD FUND - Vanguard Financials Index Fund Admiral Shares
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
Tsfg, Llc
|
|
|
|
|
|
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
|
|
|
PACIFIC SELECT FUND - Mid-Cap Value Portfolio Class I
|
|
|
|
|
|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
|
|
|
|
Tokio Marine Asset Management Co Ltd
|
|
|
|
|
|
SSCDX - SIT MUTUAL FUNDS INC - Sit Small Cap Dividend Growth Fund - Class I
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Baron Growth Opportunities Fund Standard Class
|
|
|
|
|
|
Point72 Europe (London) LLP
|
|
|
|
|
|
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
|
|
|
|
|
|
Amica Retiree Medical Trust
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
CenterStar Asset Management, LLC
|
|
|
|
|
|
Norges Bank
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P
|
|
|
|
|
|
Harwood Advisory Group, LLC
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
Oliver Lagore Vanvalin Investment Group
|
|
|
|
|
|
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund
|
|
|
|
|
|
USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF
|
|
|
|
|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
|
|
|
|
VISVX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Value Index Fund Investor Shares
|
|
|
|
|
|
City Of London Investment Management Co Ltd
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
|
|
|
|
Catalyst Capital Advisors LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IB
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Mid Cap Growth Series Initial Class
|
|
|
|
|
|
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/400 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
IQSM - IndexIQ ETF Trust - IQ Candriam ESG U.S. Mid Cap Equity ETF
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
TMCVX - THRIVENT MUTUAL FUNDS - Thrivent Mid Cap Value Fund Class S
|
|
|
|
|
|
GPZ - VanEck ETF Trust - VanEck Alternative Asset Manager ETF
|
|
|
|
|
|
Diversify Advisory Services, LLC
|
|
|
|
|
|
Valued Wealth Advisors LLC
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
|
|
|
|
|
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Orion Portfolio Solutions, LLC
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Nisa Investment Advisors, Llc
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FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund
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USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF
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Foster Dykema Cabot & Partners, Llc
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Vision Financial Markets Llc
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Lansforsakringar Fondforvaltning AB (publ)
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Axq Capital, Lp
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Spirit Of America Management Corp/ny
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Klp Kapitalforvaltning As
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Acap Strategic Fund
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MFS VARIABLE INSURANCE TRUST III - MFS Mid Cap Value Portfolio Initial Class
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Dynamic Advisor Solutions LLC
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Capital World Investors
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CoreCap Advisors, LLC
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Moneta Group Investment Advisors Llc
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TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A
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Edmond De Rothschild Holding S.a.
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FXO - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Financials AlphaDEX Fund
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IVOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Value Index Fund ETF Shares
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Kerusso Capital Management LLC
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Avion Wealth
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DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A
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JMEE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Market Expansion Enhanced Equity ETF
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Colonial Trust Co / SC
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FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
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SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
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William Blair Investment Management, Llc
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Victory Capital Management Inc
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FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund
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MDYV - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Value ETF
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IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF
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CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund
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Farther Finance Advisors, LLC
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Two Sigma Securities, Llc
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Value Fund Standard Class
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HCINX - HC CAPITAL TRUST - The Institutional International Equity Portfolio HC Strategic Shares
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