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Magnolia Private Wealth, LLC
|
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|
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|
AVLVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value Fund Institutional Class
|
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QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
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CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
|
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Wolverine Trading, Llc
|
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DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
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Horst & Graben Wealth Management LLC
|
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Nationwide Fund Class I
|
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|
Asset Management One Co., Ltd.
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Resurgent Financial Advisors LLC
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Legal & General Group Plc
|
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Congress Wealth Management LLC / DE /
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Sather Financial Group Inc
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Verdence Capital Advisors LLC
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Ironwood Investment Counsel, LLC
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Bank Of America Corp /de/
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NDVR, Inc.
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Goldman Sachs Group Inc
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Pensionfund Sabic
|
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MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
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Datum One Series Trust - Stewart Investors Worldwide Leaders Fund Select Shares
|
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Tran Capital Management, L.p.
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Sprucegrove Investment Management Ltd
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SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
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|
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EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
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IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF
|
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WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares
|
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IAK - iSHARES TRUST - iShares U.S. Insurance ETF
|
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DBALX - WILLIAMSBURG INVESTMENT TRUST - Davenport Balanced Income Fund
|
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VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
|
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Janney Montgomery Scott LLC
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Parisi Gray Wealth Management
|
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Equitable Trust Co
|
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LCORX - Managed Portfolio Series - Leuthold Core Investment Fund Retail Class
|
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Canada Pension Plan Investment Board
|
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Intech Investment Management Llc
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CIBC World Markets Inc.
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Waterloo Capital, L.P.
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Credit Agricole S A
|
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PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
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ENDW - EA Series Trust - Cambria Endowment Style ETF
|
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DAVPX - WILLIAMSBURG INVESTMENT TRUST - Davenport Core Fund
|
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BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
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VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
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MAI Capital Management
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Jpmorgan Chase & Co
|
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Cathy Pareto & Associates, Inc
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Mariner, LLC
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Founders Grove Wealth Partners, Llc
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Avalon Trust Co
|
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Cigna Investments Inc /new
|
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Rocky Mountain Advisers, Llc
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FNCL - FIDELITY COVINGTON TRUST - Fidelity MSCI Financials Index ETF
|
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Manufacturers Life Insurance Company, The
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ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF
|
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Chicago Partners Investment Group LLC
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Intrepid Capital Management Inc
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CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund
|
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Wedge Capital Management L L P/nc
|
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Orion Portfolio Solutions, LLC
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CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
|
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Hi-Line Capital Management, LLC
|
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
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Dover Advisors, Llc
|
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VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
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Atria Investments Llc
|
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Sowell Financial Services LLC
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Cromwell Holdings LLC
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Cedar Mountain Advisors, LLC
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Gardner Russo & Quinn Llc
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Synovus Financial Corp
|
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BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
|
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AMRGX - AMERICAN GROWTH FUND INC - AMERICAN GROWTH FUND Series One SERIES ONE CLASS D
|
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GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
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|
Snyder Capital Management L P
|
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Evelyn Partners Investment Management (Europe) Ltd
|
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|
SBI Securities Co., Ltd.
|
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Kennondale Capital Management LLC
|
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|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
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Df Dent & Co Inc
|
|
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|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Managed Floor ETF
|
|
|
|
|
|
Osterweis Capital Management Inc
|
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|
Avantax Advisory Services, Inc.
|
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Trustmark National Bank Trust Department
|
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E. Ohman J:or Asset Management AB
|
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Russell Investments Group, Ltd.
|
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Seizert Capital Partners, Llc
|
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|
Financial Security Advisor, Inc.
|
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Vestor Capital, Llc
|
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|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Large Company Value Portfolio Large Company Value Portfolio
|
|
|
|
|
|
CenterBook Partners LP
|
|
|
|
|
|
MetLife Investment Management, LLC
|
|
|
|
|
|
BLES - Northern Lights Fund Trust IV - Inspire Global Hope ETF
|
|
|
|
|
|
PACIFIC SELECT FUND - Mid-Cap Value Portfolio Class I
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
SILVX - RBB FUND, INC. - SGI U.S. Large Cap Equity Fund Class I
|
|
|
|
|
|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
Hara Capital LLC
|
|
|
|
|
|
Cross Staff Investments Inc
|
|
|
|
|
|
Legacy Bridge, LLC
|
|
|
|
|
|
Oppenheimer Asset Management Inc.
|
|
|
|
|
|
Gabelli Funds Llc
|
|
|
|
|
|
Hudson Value Partners, LLC
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
Schechter Investment Advisors, LLC
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
BWLAX - AMERICAN BEACON FUNDS - American Beacon Bridgeway Large Cap Value Fund A Class
|
|
|
|
|
|
Evercore Wealth Management, LLC
|
|
|
|
|
|
Board of the Pension Protection Fund
|
|
|
|
|
|
MDDAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Diversified Value Fund Class A
|
|
|
|
|
|
First National Advisers, LLC
|
|
|
|
|
|
One Wealth Advisors, LLC
|
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
Putney Financial Group LLC
|
|
|
|
|
|
AMF Pensionsforsakring AB
|
|
|
|
|
|
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund
|
|
|
|
|
|
USS Investment Management Ltd
|
|
|
|
|
|
GLBIX - Managed Portfolio Series - Leuthold Global Fund Institutional Class
|
|
|
|
|
|
Lansforsakringar Fondforvaltning AB (publ)
|
|
|
|
|
|
Scharf Investments, Llc
|
|
|
|
|
|
Financial Advocates Investment Management
|
|
|
|
|
|
Howland Capital Management Llc
|
|
|
|
|
|
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
|
|
|
|
|
ExodusPoint Capital Management, LP
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Mid Cap Value VP Initial
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
SEBLX - TOUCHSTONE STRATEGIC TRUST - Touchstone Balanced Fund Class A
|
|
|
|
|
|
Kensington Investment Counsel, LLC
|
|
|
|
|
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
HFMCX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD MIDCAP FUND Class A
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2
|
|
|
|
|
|
Holocene Advisors, LP
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
|
|
|
|
BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
Procyon Private Wealth Partners, LLC
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
WWIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Company Value Fund Administrator Class
|
|
|
|
|
|
Everence Capital Management Inc
|
|
|
|
|
|
StoneX Group Inc.
|
|
|
|
|
|
NEAGX - NEEDHAM FUNDS INC - Needham Aggressive Growth Fund Retail Class
|
|
|
|
|
|
Wellington Shields & Co., LLC
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
|
|
|
|
|
|
Virtus Investment Advisers, Inc.
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
Truvestments Capital Llc
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
Alpha Omega Wealth Management LLC
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
Anchor Capital Advisors Llc
|
|
|
|
|
|
Crewe Advisors LLC
|
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund
|
|
|
|
|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
MCVAX - TRANSAMERICA FUNDS - Transamerica Mid Cap Value Opportunities A
|
|
|
|
|
|
ICONIQ Capital, LLC
|
|
|
|
|
|
Virginia Wealth Management Group, Inc.
|
|
|
|
|
|
Inlet Private Wealth, LLC
|
|
|
|
|
|
Shelter Ins Retirement Plan
|
|
|
|
|
|
Royal London Asset Management Ltd
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
SMNCX - STEWARD FUNDS, INC. - Steward Equity Market Neutral Fund Class C
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
Gilbert & Cook, Inc.
|
|
|
|
|
|
Journey Strategic Wealth Llc
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
IFG Advisory, LLC
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
|
|
|
|
|
|
QDFPAX - DAVIS VARIABLE ACCOUNT FUND INC - Davis Financial Portfolio
|
|
|
|
|
|
MMBUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF
|
|
|
|
|
|
USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
QLV - FlexShares Trust - FlexShares US Quality Low Volatility Index Fund
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
Sentry Investment Management Llc
|
|
|
|
|
|
Frazier Financial Advisors, LLC
|
|
|
|
|
|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
LGT Financial Advisors LLC
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
Rockbridge Capital Management LLC
|
|
|
|
|
|
BOK Financial Private Wealth, Inc.
|
|
|
|
|
|
Rogco, Lp
|
|
|
|
|
|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
|
|
|
|
DGFAX - DAVIS NEW YORK VENTURE FUND INC - Davis Global Fund Class A
|
|
|
|
|
|
PTL - Northern Lights Fund Trust IV - Inspire 500 ETF
|
|
|
|
|
|
Watchman Group, Inc.
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
Patriot Investment Management Inc.
|
|
|
|
|
|
Shell Asset Management Co
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
Acima Private Wealth, Llc
|
|
|
|
|
|
STXV - EA Series Trust - Strive 1000 Value ETF
|
|
|
|
|
|
waypoint wealth counsel
|
|
|
|
|
|
NZUS - SPDR SERIES TRUST - SPDR MSCI USA Climate Paris Aligned ETF
|
|
|
|
|
|
KIE - SPDR SERIES TRUST - SPDR(R) S&P Insurance ETF
|
|
|
|
|
|
BPAIX - RBB FUND, INC. - Boston Partners All-Cap Value Fund INSTITUTIONAL
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
FSWCX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Value Index Fund
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
Dakota Wealth Management
|
|
|
|
|
|
SMAP - Amplify ETF Trust - Amplify Small-Mid Cap Equity ETF
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
Intrinsic Value Partners, LLC
|
|
|
|
|
|
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III
|
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
|
FMDGX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Growth Index Fund
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
Citizens Financial Group Inc/ri
|
|
|
|
|
|
Marathon Asset Mgmt Ltd
|
|
|
|
|
|
HBK Sorce Advisory LLC
|
|
|
|
|
|
MSOAX - MAINSTAY FUNDS - MainStay MacKay Common Stock Fund Class A
|
|
|
|
|
|
PRAXIS FUNDS - Praxis Impact Large Cap Value ETF
|
|
|
|
|
|
Guyasuta Investment Advisors Inc
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
Diversify Wealth Management, Llc
|
|
|
|
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|
MML SERIES INVESTMENT FUND - MML Mid Cap Growth Fund Initial Class
|
|
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|
APG Asset Management N.V.
|
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|
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|
Cheviot Value Management, LLC
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SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
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|
Credential Qtrade Securities Inc.
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CTC Alternative Strategies, Ltd.
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MBOVX - M FUND INC - M Large Cap Value Fund
|
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Steginsky Capital Llc
|
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HHM Wealth Advisors, LLC
|
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|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
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|
Mitsubishi UFJ Trust & Banking Corp
|
|
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|
Advisory Services Network, LLC
|
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|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
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|
Carmel Capital Partners, LLC
|
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Greenleaf Trust
|
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|
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VVJEX - Voya EQUITY TRUST - Voya VACS Series MCV Fund
|
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|
Dark Forest Capital Management Lp
|
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|
|
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
|
|
|
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|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
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|
PMBMX - PRINCIPAL FUNDS, INC. - MidCap Fund (f/k/a MidCap Blend Fund) R-3
|
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|
FTCE - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust New Constructs Core Earnings Leaders ETF
|
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Carnegie Capital Asset Management, LLC
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QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class
|
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KMVAX - KIRR MARBACH PARTNERS FUNDS INC - Kirr, Marbach Partners Value Fund
|
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CFIMX - Clipper Funds Trust - Clipper Funds Trust
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MSEFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Equity Fund Institutional Class
|
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SG Americas Securities, LLC
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Wetherby Asset Management Inc
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Jnl Series Trust - Jnl/t. Rowe Price Mid-cap Growth Fund (a)
|
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Arrowstreet Capital, Limited Partnership
|
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RPFGX - DAVIS SERIES INC - Davis Financial Fund Class A
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GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
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Prudential Plc
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FineMark National Bank & Trust
|
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Candriam Luxembourg S.C.A.
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BGALX - BAILLIE GIFFORD FUNDS - Baillie Gifford Global Alpha Equities Fund Class 4
|
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TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF
|
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Bruce G. Allen Investments, LLC
|
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Gulf International Bank (UK) Ltd
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EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
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PEDGX - PRINCIPAL FUNDS INC - EDGE MidCap Fund Institutional
|
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GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C
|
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Comerica Bank
|
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RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
|
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Brandywine Global Investment Management, LLC
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DFNL - Davis Fundamental ETF Trust - Davis Select Financial ETF
|
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Pilgrim Partners Asia Pte Ltd
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Capital Asset Advisory Services LLC
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IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF
|
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Us Bancorp \de\
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Values Added Financial LLC
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Jump Financial, LLC
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Astoria Portfolio Advisors LLC.
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Lawson Kroeker Investment Management Inc/ne
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Arizona State Retirement System
|
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Rhumbline Advisers
|
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PRINCIPAL VARIABLE CONTRACTS FUNDS INC - MidCap Account Class 1
|
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Franklin Resources Inc
|
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QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
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Versor Investments LP
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Raymond James Financial Inc
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GWM Advisors LLC
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JMID - Janus Detroit Street Trust - Janus Henderson Mid Cap Growth Alpha ETF
|
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ICMBX - Intrepid Capital Management Funds Trust - Intrepid Capital Fund Investor Class
|
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|
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
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MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
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|
California Public Employees Retirement System
|
|
|
|
|
|
TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class
|
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TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
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|
CIBC Private Wealth Group, LLC
|
|
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RMBMX - RMB INVESTORS TRUST - RMB SMID Cap Fund Class I
|
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|
GHP Investment Advisors, Inc.
|
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IIVAX - TRANSAMERICA FUNDS - Transamerica Small/Mid Cap Value A
|
|
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|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
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|
Mount Yale Investment Advisors, LLC
|
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|
Roberts Glore & Co Inc /il/
|
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|
Bessemer Group Inc
|
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|
Wedmont Private Capital
|
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Great West Life Assurance Co /can/
|
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JustInvest LLC
|
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VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
|
|
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|
Kentucky Retirement Systems Insurance Trust Fund
|
|
|
|
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|
Hantz Financial Services, Inc.
|
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|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
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|
Brave Asset Management Inc
|
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|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
Spire Wealth Management
|
|
|
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|
Pacifica Partners Inc.
|
|
|
|
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|
YOKE - EA Series Trust - Yoke Core ETF
|
|
|
|
|
|
Winthrop Advisory Group LLC
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
First Trust Specialty Finance & Financial Opportunities Fund
|
|
|
|
|
|
SENCX - TOUCHSTONE STRATEGIC TRUST - Touchstone Large Cap Focused Fund Class A
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
Saybrook Capital /nc
|
|
|
|
|
|
Broad Run Investment Management, LLC
|
|
|
|
|
|
Amplify ETF Trust - Amplify AI Powered Equity ETF
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
GATEX - Gateway Trust - Gateway Fund Class A Shares
|
|
|
|
|
|
Bnp Paribas
|
|
|
|
|
|
Hudson Bay Capital Management LP
|
|
|
|
|
|
EAASX - EATON VANCE GROWTH TRUST - Eaton Vance Atlanta Capital SMID-Cap Fund Class A
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
Tsai Capital Corp
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
GVLU - Tidal ETF Trust - Gotham 1000 Value ETF
|
|
|
|
|
|
Boyar Asset Management Inc.
|
|
|
|
|
|
MASTERINVEST Kapitalanlage GmbH
|
|
|
|
|
|
VMAX - Lattice Strategies Trust - Hartford US Value ETF
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
Capco Asset Management, LLC
|
|
|
|
|
|
Hunting Hill Global Capital, LLC
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
UniSuper Management Pty Ltd
|
|
|
|
|
|
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund
|
|
|
|
|
|
Empower Advisory Group, LLC
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
|
|
|
|
|
Lincoln Capital LLC
|
|
|
|
|
|
Garde Capital, Inc.
|
|
|
|
|
|
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
Cascades Capital Asset Management, LLC
|
|
|
|
|
|
Country Trust Bank
|
|
|
|
|
|
FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
FSGS - FIRST TRUST EXCHANGE-TRADED FUND VI - Small Cap US Equity Select ETF
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A
|
|
|
|
|
|
MBL Wealth, LLC
|
|
|
|
|
|
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A
|
|
|
|
|
|
Fiduciary Group LLC
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
Buttonwood Financial Advisors Inc.
|
|
|
|
|
|
Quest Partners LLC
|
|
|
|
|
|
GoodHaven Capital Management, LLC
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
CSBIX - Total Fund Solution - Cromwell Sustainable Balanced Fund Institutional Class
|
|
|
|
|
|
Crestwood Advisors Group LLC
|
|
|
|
|
|
Thoroughbred Financial Services, Llc
|
|
|
|
|
|
First Command Advisory Services, Inc.
|
|
|
|
|
|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
|
|
|
|
|
Fi3 FINANCIAL ADVISORS, LLC
|
|
|
|
|
|
USMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA ETF
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
Dynamic Advisor Solutions LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Legg Mason BW Large Cap Value Portfolio Class 1
|
|
|
|
|
|
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
|
|
|
|
Boston Partners
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
Court Place Advisors, LLC
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF
|
|
|
|
|
|
Cooke & Bieler Lp
|
|
|
|
|
|
T. Rowe Price Investment Management, Inc.
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
Cyndeo Wealth Partners, LLC
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
Sepio Capital, LP
|
|
|
|
|
|
DEOPX - WILLIAMSBURG INVESTMENT TRUST - Davenport Equity Opportunities Fund
|
|
|
|
|
|
BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund
|
|
|
|
|
|
Twin Tree Management, LP
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
Stony Point Wealth Management Inc.
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
1832 Asset Management L.P.
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
TNRAX - 1290 Funds - 1290 Avantis U.S. Large Cap Growth Fund Class A
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
Beck Mack & Oliver Llc
|
|
|
|
|
|
Erste Asset Management GmbH
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
First Manhattan Co
|
|
|
|
|
|
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF
|
|
|
|
|
|
Rakuten Investment Management, Inc.
|
|
|
|
|
|
JOET - Virtus ETF Trust II - Virtus Terranova U.S. Quality Momentum ETF
|
|
|
|
|
|
WRLDX - ADVISORS SERIES TRUST - Scharf Global Opportunity Fund Retail Class
|
|
|
|
|
|
Investidor Profissional Gestao de Recursos Ltda.
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares
|
|
|
|
|
|
Principle Wealth Partners Llc
|
|
|
|
|
|
Pettyjohn, Wood & White, Inc
|
|
|
|
|
|
Los Angeles Capital Management Llc
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio
|
|
|
|
|
|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
LOGOX - ADVISORS SERIES TRUST - Scharf Multi-Asset Opportunity Fund Institutional Class
|
|
|
|
|
|
Gateway Investment Advisers Llc
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
DWLD - Davis Fundamental ETF Trust - Davis Select Worldwide ETF
|
|
|
|
|
|
Poehling Capital Management, LLC
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
Thompson Davis & Co., Inc.
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
GMAEX - GMO TRUST - GMO Cyclical Focus Fund Class VI
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
Cadent Capital Advisors, LLC
|
|
|
|
|
|
PABU - iSHARES TRUST - iShares Paris-Aligned Climate MSCI USA ETF
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
Hengehold Capital Management Llc
|
|
|
|
|
|
Toth Financial Advisory Corp
|
|
|
|
|
|
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
|
|
|
|
|
Northstar Group, Inc.
|
|
|
|
|
|
PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund
|
|
|
|
|
|
TFOAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Focused Fund A
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1
|
|
|
|
|
|
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
|
|
|
|
|
VASVX - VANGUARD WHITEHALL FUNDS - Vanguard Selected Value Fund Investor Shares
|
|
|
|
|
|
Delta Asset Management Llc/tn
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund
|
|
|
|
|
|
CBOE Vest Financial, LLC
|
|
|
|
|
|
IWP - iSHARES TRUST - iShares Russell Mid-Cap Growth ETF
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
Quilter Plc
|
|
|
|
|
|
IMG Wealth Management, Inc.
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
|
Lowe Brockenbrough & Co Inc
|
|
|
|
|
|
Chilton Capital Management Llc
|
|
|
|
|
|
Oak Grove Capital LLC
|
|
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|
Norman Fields, Gottscho Capital Management, LLC
|
|
|
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|
RMR Capital Management, LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
SCHG - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Growth ETF
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
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|
|
Banyan Capital Management, Inc.
|
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|
Alta Capital Management Llc/
|
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|
Standard Life Aberdeen plc
|
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|
Lakewood Asset Management LLC
|
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|
Ridgewood Investments LLC
|
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|
Baillie Gifford & Co
|
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|
Numerai GP LLC
|
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|
CWM Advisors, LLC
|
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|
Marcum Wealth, LLC
|
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|
Jane Street Group, Llc
|
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|
DFDMX - FORUM FUNDS - DF Dent Midcap Growth Fund Investor Shares
|
|
|
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|
|
Colonial Trust Co / SC
|
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|
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|
Fmr Llc
|
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|
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund
|
|
|
|
|
|
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
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|
Greenbrier Partners Capital Management, LLC
|
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Venturi Wealth Management, LLC
|
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Cetera Investment Advisers
|
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|
|
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|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
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|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
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|
CVA Family Office, LLC
|
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|
Keybank National Association/oh
|
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Siemens Fonds Invest GmbH
|
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|
BRYN MAWR TRUST Co
|
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FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
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|
Bellevue Asset Management, Llc
|
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Inkwell Capital Llc
|
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|
Canal Insurance CO
|
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|
Cwm, Llc
|
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|
Maryland Capital Advisors Inc.
|
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|
PRUDENTIAL SERIES FUND - EQUITY PORTFOLIO Class I
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
|
|
FTCS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Capital Strength ETF
|
|
|
|
|
|
Aviso Financial Inc.
|
|
|
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|
|
Tortoise Investment Management, LLC
|
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Cranbrook Wealth Management, LLC
|
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|
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|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
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|
|
Evelyn Partners Investment Management LLP
|
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|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
MXMGX - GREAT-WEST FUNDS INC - Great-West T. Rowe Price Mid Cap Growth Fund Investor Class
|
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|
|
Barclays Plc
|
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|
Aptus Capital Advisors, LLC
|
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|
Davis Selected Advisers
|
|
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|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
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|
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
|
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|
Smithfield Trust Co
|
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|
First National Bank Of Omaha
|
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|
Quadcap Wealth Management, LLC
|
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|
Commonwealth Equity Services, Llc
|
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|
Capital Advisors, Ltd. LLC
|
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|
Trust Co Of Vermont
|
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|
Crossmark Global Holdings, Inc.
|
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|
Fiduciary Alliance LLC
|
|
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|
PFG Investments, LLC
|
|
|
|
|
|
RPEAX - DAVIS SERIES INC - Davis Opportunity Fund Class A
|
|
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|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
|
|
|
|
Flagstone Financial Management
|
|
|
|
|
|
Scotia Capital Inc.
|
|
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|
Janus Henderson Group Plc
|
|
|
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|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
Rathbone Brothers plc
|
|
|
|
|
|
DRFAX - DAVIS NEW YORK VENTURE FUND INC - Davis Research Fund Class A
|
|
|
|
|
|
Nuveen S&p 500 Dynamic Overwrite Fund
|
|
|
|
|
|
BI Asset Management Fondsmaeglerselskab A/S
|
|
|
|
|
|
Weil Company, Inc.
|
|
|
|
|
|
Elm Partners Management LLC
|
|
|
|
|
|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
|
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3
|
|
|
|
|
|
Ervin Investment Management, LLC
|
|
|
|
|
|
Chevy Chase Trust Holdings, Inc.
|
|
|
|
|
|
STRV - EA Series Trust - Strive 500 ETF
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
Kentucky Retirement Systems
|
|
|
|
|
|
SELV - SEI Exchange Traded Funds - SEI Enhanced Low Volatility U.S. Large Cap ETF
|
|
|
|
|
|
Annandale Capital, LLC
|
|
|
|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares
|
|
|
|
|
|
Beacon Investment Advisors Llc
|
|
|
|
|
|
Horizon Kinetics Asset Management Llc
|
|
|
|
|
|
VCGAX - VALIC Co I - Growth & Income Fund
|
|
|
|
|
|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
Jennison Associates Llc
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
Checchi Capital Advisers, LLC
|
|
|
|
|
|
Douglass Winthrop Advisors, LLC
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
Generali Investments CEE, investicni spolecnost, a.s.
|
|
|
|
|
|
LGLV - SPDR SERIES TRUST - SPDR SSGA US Large Cap Low Volatility Index ETF
|
|
|
|
|
|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
|
|
|
NewEdge Wealth, LLC
|
|
|
|
|
|
Sage Capital Advisors,llc
|
|
|
|
|
|
Mills Wealth Advisors LLC
|
|
|
|
|
|
Catalyst Funds Management Pty Ltd
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
OneAscent Financial Services LLC
|
|
|
|
|
|
Canerector Inc
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
Barr E S & Co
|
|
|
|
|
|
Calamos Wealth Management LLC
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
TD Capital Management LLC
|
|
|
|
|
|
Cary Street Partners Financial Llc
|
|
|
|
|
|
MTM Investment Management, LLC
|
|
|
|
|
|
Giverny Capital Inc.
|
|
|
|
|
|
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
|
|
|
|
|
Murphy & Mullick Capital Management Corp
|
|
|
|
|
|
Penserra Capital Management LLC
|
|
|
|
|
|
Harvest Fund Management Co., Ltd
|
|
|
|
|
|
FLDZ - Listed Funds Trust - RiverNorth Patriot ETF
|
|
|
|
|
|
Swedbank AB
|
|
|
|
|
|
National Pension Service
|
|
|
|
|
|
Ossiam
|
|
|
|
|
|
Live Oak Private Wealth LLC
|
|
|
|
|
|
Graypoint LLC
|
|
|
|
|
|
Lavaca Capital Llc
|
|
|
|
|
|
EARAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
GEIZX - GuideStone Funds - Growth Equity Index Fund Investor
|
|
|
|
|
|
PenderFund Capital Management Ltd.
|
|
|
|
|
|
Assenagon Asset Management S.A.
|
|
|
|
|
|
GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF
|
|
|
|
|
|
Adirondack Trust Co
|
|
|
|
|
|
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
Roundview Capital LLC
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
Tactive Advisors, LLC
|
|
|
|
|
|
American Trust
|
|
|
|
|
|
GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF
|
|
|
|
|
|
Shelter Mutual Insurance Co
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
|
|
|
|
|
|
Brevan Howard Capital Management LP
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares
|
|
|
|
|
|
Bay Rivers Group
|
|
|
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
Apriem Advisors
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
Sofos Investments, Inc.
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
Front Street Capital Management, Inc.
|
|
|
|
|
|
Sagespring Wealth Partners, Llc
|
|
|
|
|
|
Panagora Asset Management Inc
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
|
|
|
|
|
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF
|
|
|
|
|
|
FTGS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Growth Strength ETF
|
|
|
|
|
|
Founders Capital Management, Llc
|
|
|
|
|
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
|
|
|
|
|
Westpac Banking Corp
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
Tributary Capital Management, LLC
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
Beacon Financial Group
|
|
|
|
|
|
GIMFX - GMO TRUST - GMO Implementation Fund
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
Edgemoor Investment Advisors, Inc.
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
Equitable Holdings, Inc.
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
Salomon & Ludwin, LLC
|
|
|
|
|
|
DSHFX - Brinker Capital Destinations Trust - Destinations Shelter Fund Class I
|
|
|
|
|
|
Bank of Jackson Hole Trust
|
|
|
|
|
|
Marex Group plc
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
Fidelis Capital Partners, LLC
|
|
|
|
|
|
Southeast Asset Advisors Inc.
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
NEEGX - NEEDHAM FUNDS INC - Needham Growth Fund Retail Class
|
|
|
|
|
|
Mraz, Amerine & Associates, Inc.
|
|
|
|
|
|
FMDE - FIDELITY COVINGTON TRUST - Fidelity Enhanced Mid Cap ETF
|
|
|
|
|
|
JANA Partners Management, LP
|
|
|
|
|
|
Norges Bank
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Real Return Portfolio Real Return Portfolio
|
|
|
|
|
|
RPMGX - T. Rowe Price Mid-Cap Growth Fund, Inc. - T. Rowe Price Mid-Cap Growth Fund, Inc.
|
|
|
|
|
|
Fisher Asset Management, LLC
|
|
|
|
|
|
Kirr Marbach & Co Llc /in/
|
|
|
|
|
|
Hilltop Holdings Inc.
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
SLASX - SELECTED AMERICAN SHARES INC - SELECTED AMERICAN SHARES INC Class S
|
|
|
|
|
|
NWF Advisory Services Inc.
|
|
|
|
|
|
Davis Asset Management, L.P.
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
Daiwa Securities Group Inc.
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
OVEIX - Sterling Capital Funds - Sterling Capital Mid Value Fund Institutional Class
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
Kempen Capital Management N.v.
|
|
|
|
|
|
IFM Investors Pty Ltd
|
|
|
|
|
|
MCF Advisors LLC
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
AUENX - AQR Funds - AQR Large Cap Defensive Style Fund Class N
|
|
|
|
|
|
Stansberry Asset Management, Llc
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
IRGJX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Growth Index Portfolio Class I
|
|
|
|
|
|
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
Salvus Wealth Management, LLC
|
|
|
|
|
|
Sanibel Captiva Trust Company, Inc.
|
|
|
|
|
|
Systematic Financial Management Lp
|
|
|
|
|
|
London Co Of Virginia
|
|
|
|
|
|
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class
|
|
|
|
|
|
LBWAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Diversified US Large Cap Value Fund Class A
|
|
|
|
|
|
Pinnacle Associates Ltd
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
Ag2r La Mondiale Gestion D'actifs
|
|
|
|
|
|
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1
|
|
|
|
|
|
Dfa Investment Trust Co - The U.s. Large Cap Value Series
|
|
|
|
|
|
SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
Cary Street Partner Investment Advisory Llc
|
|
|
|
|
|
VFAIX - VANGUARD WORLD FUND - Vanguard Financials Index Fund Admiral Shares
|
|
|
|
|
|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
|
|
|
|
MainStreet Investment Advisors LLC
|
|
|
|
|
|
Solitude Financial Services
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
Brighthouse Funds Trust I - T. Rowe Price Mid Cap Growth Portfolio Class A
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
Barrett & Company, Inc.
|
|
|
|
|
|
KINETICS PORTFOLIOS TRUST - Kinetics Paradigm Portfolio
|
|
|
|
|
|
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A
|
|
|
|
|
|
Redmond Asset Management, LLC
|
|
|
|
|
|
State of Wyoming
|
|
|
|
|
|
Hunter Associates Investment Management Llc
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
FSMCX - Tributary Funds, Inc. - Tributary Small/Mid Cap Fund Institutional Class
|
|
|
|
|
|
Needham Investment Management Llc
|
|
|
|
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|
Td Asset Management Inc
|
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|
Ronald Blue Trust, Inc.
|
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|
BlackRock, Inc.
|
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|
Davidson Kahn Capital Management, LLC
|
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|
Gold Investment Management Ltd.
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|
Mercer Global Advisors Inc /adv
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|
Manchester Capital Management LLC
|
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|
Wcm Investment Management, Llc
|
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|
FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund
|
|
|
|
|
|
Fuller & Thaler Asset Management, Inc.
|
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|
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|
Kayne Anderson Rudnick Investment Management Llc
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|
Raiffeisen Bank International AG
|
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|
RFG Advisory, LLC
|
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|
LOGIX - ADVISORS SERIES TRUST - Scharf Fund Institutional Class
|
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|
Pictet Asset Management Holding SA
|
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|
|
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|
Traphagen Investment Advisors Llc
|
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|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
Harvest Investment Services, LLC
|
|
|
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|
Investment Management Corp of Ontario
|
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DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF
|
|
|
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|
Advisor Group Holdings, Inc.
|
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|
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ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
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|
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|
Truist Financial Corp
|
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|
VVMCX - VALIC Co I - Mid Cap Value Fund
|
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|
Epoch Investment Partners, Inc.
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|
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund
|
|
|
|
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|
LSOFX - VALUED ADVISERS TRUST - LS Opportunity Fund - Institutional Class
|
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|
Prudential Financial Inc
|
|
|
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|
Compass Ion Advisors, LLC
|
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|
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
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|
|
Empowered Funds, LLC
|
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Concurrent Investment Advisors, LLC
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Advanced Series Trust - Ast Advanced Strategies Portfolio
|
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|
Deutsche Bank Ag\
|
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Carolina Wealth Advisors, LLC
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|
Teacher Retirement System Of Texas
|
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|
Walleye Capital LLC
|
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|
Annis Gardner Whiting Capital Advisors, LLC
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|
Blue Edge Capital, LLC
|
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|
PGOAX - PRUDENTIAL JENNISON SMALL CO FUND, INC. - PGIM JENNISON SMALL COMPANY FUND Class A
|
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|
Baker Tilly Financial, Llc
|
|
|
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|
URTH - iShares, Inc. - iShares MSCI World ETF
|
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|
RPFCX - DAVIS SERIES INC - Davis Appreciation & Income Fund Class A
|
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|
HFM Investment Advisors, LLC
|
|
|
|
|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
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|
PHEQ - Morgan Stanley ETF Trust - Parametric Hedged Equity ETF
|
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|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
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|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
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|
CoreCap Advisors, LLC
|
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|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
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|
D. E. Shaw & Co., Inc.
|
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|
East Coast Asset Management, LLC.
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|
Hamilton Point Investment Advisors, LLC
|
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|
AdvisorNet Financial, Inc
|
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|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
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|
Colony Group, LLC
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|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
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|
Illinois Municipal Retirement Fund
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
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|
Mirae Asset Global Investments Co., Ltd.
|
|
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|
Treasurer of the State of North Carolina
|
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|
EBI - RBB Fund Trust - Longview Advantage ETF
|
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|
Grandfield & Dodd, Llc
|
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|
Capital Advisors Inc/ok
|
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|
Colonial Trust Advisors
|
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|
Deseret Mutual Benefit Administrators
|
|
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|
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|
Prestige Wealth Management Group LLC
|
|
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|
|
Lafayette Investments, Inc.
|
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|
West Family Investments, Inc.
|
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|
Huntington National Bank
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
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|
Oppenheimer & Co Inc
|
|
|
|
|
|
LCF - Touchstone ETF Trust - Touchstone US Large Cap Focused ETF
|
|
|
|
|
|
Neville Rodie & Shaw Inc
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
Avenir Corp
|
|
|
|
|
|
WCMAX - Investment Managers Series Trust - WCM Focused Mid Cap Fund Institutional Class Shares
|
|
|
|
|
|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
|
|
|
|
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF
|
|
|
|
|
|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Capital Strength Portfolio Class I
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
|
|
|
|
|
Intellectus Partners, LLC
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
Legacy Capital Wealth Partners, LLC
|
|
|
|
|
|
Spears Abacus Advisors LLC
|
|
|
|
|
|
WealthPlan Investment Management, LLC
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
Zhang Financial LLC
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
AVMV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Value ETF
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Financial Sector Fund (I)
|
|
|
|
|
|
NYVTX - DAVIS NEW YORK VENTURE FUND INC - Davis New York Venture Fund Class A
|
|
|
|
|
|
Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
|
|
|
|
|
Elevation Series Trust - RiverNorth Patriot ETF
|
|
|
|
|
|
Handelsbanken Fonder AB
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Small/Mid Cap Value VP Initial
|
|
|
|
|
|
Oddo Bhf Asset Management Sas
|
|
|
|
|
|
Royal Fund Management, LLC
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A
|
|
|
|
|
|
FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF
|
|
|
|
|
|
TRMNX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Mid-Cap Index Fund
|
|
|
|
|
|
Allen Capital Group, LLC
|
|
|
|
|
|
Nbt Bank N A /ny
|
|
|
|
|
|
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Balanced Fund
|
|
|
|
|
|
Sierra Ocean, Llc
|
|
|
|
|
|
TMFX - RBB FUND, INC. - Motley Fool Next Index ETF
|
|
|
|
|
|
FLQM - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Mid Cap Equity ETF
|
|
|
|
|
|
Binnacle Investments Inc
|
|
|
|
|
|
Nicholas Hoffman & Company, LLC.
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
Citizens National Bank Trust Department
|
|
|
|
|
|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
|
|
|
|
|
Check Capital Management Inc/ca
|
|
|
|
|
|
Solidarilty Wealth, LLC
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Bremer Bank National Association
|
|
|
|
|
|
Dimension Capital Management Llc
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
Ritholtz Wealth Management
|
|
|
|
|
|
VMGIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Growth Index Fund Investor Shares
|
|
|
|
|
|
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Common Stock Fund - Class I
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
|
|
|
|
Summit Global Investments
|
|
|
|
|
|
Axxcess Wealth Management, Llc
|
|
|
|
|
|
Evelyn Partners Investment Management Services Ltd
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
|
|
|
|
|
Choate Investment Advisors
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
|
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
Archer Investment Corp
|
|
|
|
|
|
Red Tortoise LLC
|
|
|
|
|
|
Narwhal Capital Management
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
SNS Financial Group, LLC
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
|
|
|
|
|
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF
|
|
|
|
|
|
HIMCX - Hartford Series Fund Inc - Hartford Midcap Hls Fund Ia
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
Marks Group Wealth Management, Inc
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
Allen Investment Management LLC
|
|
|
|
|
|
GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
Tritonpoint Wealth, Llc
|
|
|
|
|
|
JVMAX - John Hancock Funds III - John Hancock Disciplined Value Mid Cap Fund Class A
|
|
|
|
|
|
Canandaigua National Trust Co of Florida
|
|
|
|
|
|
VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
Wealth Alliance
|
|
|
|
|
|
Clear Harbor Asset Management, LLC
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
Mission Wealth Management, Lp
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P
|
|
|
|
|
|
JGP Wealth Management, LLC
|
|
|
|
|
|
FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund
|
|
|
|
|
|
Modern Wealth Management, LLC
|
|
|
|
|
|
Manitou Investment Management Ltd.
|
|
|
|
|
|
IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF
|
|
|
|
|
|
Lodestone Wealth Management LLC
|
|
|
|
|
|
Select Equity Group, L.P.
|
|
|
|
|
|
Berkshire Asset Management Llc/pa
|
|
|
|
|
|
Chapman Investment Management, LLC
|
|
|
|
|
|
Citadel Investment Advisory, Inc.
|
|
|
|
|
|
Aviva Plc
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund
|
|
|
|
|
|
Silvercrest Asset Management Group Llc
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
Heritage Wealth Advisors
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
PJFM - PGIM ETF TRUST - PGIM Jennison Focused Mid-Cap ETF
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
Texas Yale Capital Corp.
|
|
|
|
|
|
GABF - Gabelli ETFs Trust - Gabelli Financial Services Opportunities ETF
|
|
|
|
|
|
Humankind Benefit Corp - Humankind US Stock ETF
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
|
Virtue Capital Management, LLC
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares
|
|
|
|
|
|
DRW Securities, LLC
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
Fruth Investment Management
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
Resona Asset Management Co.,Ltd.
|
|
|
|
|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
Renaissance Technologies Llc
|
|
|
|
|
|
Elgethun Capital Management
|
|
|
|
|
|
Fairscale Capital, LLC
|
|
|
|
|
|
Prana Capital Management, LP
|
|
|
|
|
|
FTVNX - Capitol Series Trust - Fuller & Thaler Behavioral Mid-Cap Value Fund Investor Shares
|
|
|
|
|
|
VEGN - ETF Series Solutions - US Vegan Climate ETF
|
|
|
|
|
|
VMVIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Value Index Fund Investor Shares
|
|
|
|
|
|
JTC Employer Solutions Trusteee Ltd
|
|
|
|
|
|
MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
National Asset Management, Inc.
|
|
|
|
|
|
Nissay Asset Management Corp /japan/ /adv
|
|
|
|
|
|
Metis Global Partners, LLC
|
|
|
|
|
|
Trust Point Inc.
|
|
|
|
|
|
Tocqueville Asset Management L.p.
|
|
|
|
|
|
Pavion Blue Capital, LLC
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
Haverford Trust Co
|
|
|
|
|
|
Atticus Wealth Management, Llc
|
|
|
|
|
|
Freedom Day Solutions, LLC
|
|
|
|
|
|
BGATX - BAILLIE GIFFORD FUNDS - Baillie Gifford Global Alpha Equities Fund Class 2
|
|
|
|
|
|
Atlas Capital Advisors Llc
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
Skandinaviska Enskilda Banken AB (publ)
|
|
|
|
|
|
AVLV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value ETF
|
|
|
|
|
|
Parsons Capital Management Inc/ri
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
Beese Fulmer Investment Management, Inc.
|
|
|
|
|
|
King Luther Capital Management Corp
|
|
|
|
|
|
MAGA - ETF Series Solutions - Point Bridge GOP Stock Tracker ETF
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
|
VHGEX - VANGUARD HORIZON FUNDS - Vanguard Global Equity Fund Investor Shares
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
Frontier Capital Management Co Llc
|
|
|
|
|
|
Flagship Harbor Advisors, Llc
|
|
|
|
|
|
Leuthold Group, Llc
|
|
|
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
|
|
|
|
|
|
Gables Capital Management Inc.
|
|
|
|
|
|
JCP Investment Management, LLC
|
|
|
|
|
|
VCULX - VALIC Co I - Growth Fund
|
|
|
|
|
|
Smith, Salley & Associates
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
Ransom Advisory, Ltd
|
|
|
|
|
|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
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|
|
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|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
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|
Nbc Securities, Inc.
|
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|
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|
WLDR - Two Roads Shared Trust - Affinity World Leaders Equity ETF
|
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|
O'shaughnessy Asset Management, Llc
|
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|
Sebold Capital Management, Inc.
|
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|
FAMVX - FENIMORE ASSET MANAGEMENT TRUST - FAM Value Fund Investor Class
|
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|
Pinnacle Bancorp, Inc.
|
|
|
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|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
|
|
|
|
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF
|
|
|
|
|
|
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
|
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|
Tokio Marine Asset Management Co Ltd
|
|
|
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|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
IMCG - iSHARES TRUST - iShares Morningstar Mid-Cap Growth ETF
|
|
|
|
|
|
HFCGX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Growth Fund Investor Class
|
|
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|
BCIFX - BLUE CHIP INVESTOR FUNDS - Blue Chip Investor Fund
|
|
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|
Heartwood Wealth Advisors LLC
|
|
|
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|
Stenger Family Office, LLC
|
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|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
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|
TPLE - TIMOTHY PLAN - Timothy Plan US Large/Mid Cap Core Enhanced ETF
|
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|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
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|
Korea Investment CORP
|
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Culbertson A N & Co Inc
|
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Godshalk Welsh Capital Management, Inc.
|
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Ashton Thomas Securities, Llc
|
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Thompson Siegel & Walmsley Llc
|
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|
Motley Fool Asset Management LLC
|
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|
English Capital Management Llc
|
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Whittier Trust Co
|
|
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|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Growth Strength Portfolio Class I
|
|
|
|
|
|
IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I
|
|
|
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|
|
Wealthfront Advisers Llc
|
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|
LPL Financial LLC
|
|
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|
Robeco Institutional Asset Management B.V.
|
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Draper Asset Management, LLC
|
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Denali Advisors Llc
|
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|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
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|
Main Street Financial Solutions, LLC
|
|
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|
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|
HFCSX - HENNESSY FUNDS TRUST - Hennessy Focus Fund Investor Class
|
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|
Simon Quick Advisors, Llc
|
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Linden Thomas Advisory Services, LLC
|
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Argonautica Private Wealth Management, Inc
|
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LST - Managed Portfolio Series - Leuthold Select Industries ETF
|
|
|
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|
|
Mn Services Vermogensbeheer B.V.
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
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|
Graham Holdings Co
|
|
|
|
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|
Fort Washington Investment Advisors Inc /oh/
|
|
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|
Private Advisor Group, LLC
|
|
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|
|
Rosenberg Matthew Hamilton
|
|
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|
Iron Horse Wealth Management, LLC
|
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Blue Zone Wealth Advisors, LLC
|
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|
Carnegie Lake Advisors LLC
|
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|
|
FEAC - FIDELITY COVINGTON TRUST - Fidelity Enhanced U.S. All-Cap Equity ETF
|
|
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|
Wiley Bros.-aintree Capital, Llc
|
|
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|
National Bank Of Canada /fi/
|
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TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
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|
Madison Asset Management, LLC
|
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Arlington Trust Co LLC
|
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Sittner & Nelson, Llc
|
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Baxter Bros Inc
|
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|
Vontobel Holding Ltd.
|
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Atlanta Consulting Group Advisors, LLC
|
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|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1
|
|
|
|
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|
Burns Matteson Capital Management, LLC
|
|
|
|
|
|
Tredje AP-fonden
|
|
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|
Ubs Asset Management Americas Inc
|
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|
AlTi Global, Inc.
|
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DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
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|
Evermay Wealth Management Llc
|
|
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|
Toroso Investments, LLC
|
|
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|
|
Motley Fool Wealth Management, LLC
|
|
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|
Global Retirement Partners, LLC
|
|
|
|
|
|
Umb Bank N A/mo
|
|
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|
|
Fortitude Family Office, LLC
|
|
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|
Hartland & Co., LLC
|
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|
Asset Dedication, LLC
|
|
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|
Moneta Group Investment Advisors Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Lighthouse Investment Partners, LLC
|
|
|
|
|
|
PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3
|
|
|
|
|
|
First Financial Bank - Trust Division
|
|
|
|
|
|
Northwest Quadrant Wealth Management, LLC
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional
|
|
|
|
|
|
Wealthspire Advisors, LLC
|
|
|
|
|
|
Anfield Capital Management, LLC
|
|
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|
B. Metzler seel. Sohn & Co. AG
|
|
|
|
|
|
Manchester Financial Inc
|
|
|
|
|
|
FXO - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Financials AlphaDEX Fund
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
Regency Capital Management Inc.\DE
|
|
|
|
|
|
SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund
|
|
|
|
|
|
Hills Bank & Trust Co
|
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
|
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|
|
Mediolanum International Funds Ltd
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
Eagle Capital Growth Fund, Inc.
|
|
|
|
|
|
AVMC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Equity ETF
|
|
|
|
|
|
TAGStone Capital, Inc.
|
|
|
|
|
|
ULVM - Victory Portfolios II - VictoryShares USAA MSCI USA Value Momentum ETF
|
|
|
|
|
|
Accent Capital Management, LLC
|
|
|
|
|
|
Ostrum Asset Management
|
|
|
|
|
|
Polar Capital Holdings Plc
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
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|
|
Madison Avenue Partners, LP
|
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|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
Richard Bernstein Advisors LLC
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
Diversify Advisory Services, LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
|
|
|
|
|
Tiaa Trust, National Association
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
Forsta Ap-fonden
|
|
|
|
|
|
Guardian Wealth Advisors, Llc / Nc
|
|
|
|
|
|
Jain Global LLC
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
Genesis Private Wealth, Llc
|
|
|
|
|
|
LGT Fund Management Co Ltd.
|
|
|
|
|
|
Moloney Securities Asset Management, LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
|
|
S-Bank Fund Management Ltd
|
|
|
|
|
|
DnB Asset Management AS
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
Cobblestone Capital Advisors Llc /ny/
|
|
|
|
|
|
Pin Oak Investment Advisors Inc
|
|
|
|
|
|
SGFFX - SPARROW FUNDS - Sparrow Growth Fund Class A
|
|
|
|
|
|
Conestoga Capital Advisors, LLC
|
|
|
|
|
|
NUMV - Nushares ETF Trust - Nuveen ESG Mid-Cap Value ETF
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
Old National Bancorp /in/
|
|
|
|
|
|
Victrix Investment Advisors
|
|
|
|
|
|
FSCS - FIRST TRUST EXCHANGE-TRADED FUND VI - Mid Cap US Equity Select ETF
|
|
|
|
|
|
Hutchinson Capital Management/ca
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
Tyler-Stone Wealth Management
|
|
|
|
|
|
LIMAX - Total Fund Solution - Cromwell Tran Sustainable Focus Fund Investor Class Shares
|
|
|
|
|
|
Fenimore Asset Management Inc
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
Tax-managed Growth Portfolio - Tax-managed Growth Portfolio
|
|
|
|
|
|
CAPROCK Group, Inc.
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
Buckingham Strategic Partners
|
|
|
|
|
|
JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio
|
|
|
|
|
|
DVIPX - WILLIAMSBURG INVESTMENT TRUST - Davenport Value & Income Fund
|
|
|
|
|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
|
|
|
|
RMB Capital Management, LLC
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
TCTC Holdings, LLC
|
|
|
|
|
|
Cibc World Markets Corp
|
|
|
|
|
|
DUSA - Davis Fundamental ETF Trust - Davis Select U.S. Equity ETF
|
|
|
|
|
|
Marshall Wace, Llp
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
Opal Wealth Advisors, LLC
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
Centaurus Financial, Inc.
|
|
|
|
|
|
CFMSX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Select Fund
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
VCBCX - VALIC Co I - Blue Chip Growth Fund
|
|
|
|
|
|
Adalta Capital Management LLC
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
Rexford Capital Inc
|
|
|
|
|
|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
PPQMX - PRINCIPAL FUNDS, INC. - MidCap Growth Fund III R-3
|
|
|
|
|
|
GAM Holding AG
|
|
|
|
|
|
Kathleen S. Wright Associates Inc.
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
BMVP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Market ETF
|
|
|
|
|
|
IYF - iSHARES TRUST - iShares U.S. Financials ETF
|
|
|
|
|
|
USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A
|
|
|
|
|
|
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund
|
|
|
|
|
|
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
NXTV - Simplify Exchange Traded Funds - Simplify Next Intangible Value Index ETF
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
PMEGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Mid-Cap Equity Growth Fund
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
Strategent Financial, LLC
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
Jefferies Financial Group Inc.
|
|
|
|
|
|
Cypress Capital Group
|
|
|
|
|
|
Jackson Hole Capital Partners, LLC
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF
|
|
|
|
|
|
Icon Wealth Advisors, LLC
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
First Hawaiian Bank
|
|
|
|
|
|
Hamilton Capital, LLC
|
|
|
|
|
|
ESEAX - EATON VANCE GROWTH TRUST - Eaton Vance Atlanta Capital Select Equity Fund Class A
|
|
|
|
|
|
Crestmont Private Wealth LLC
|
|
|
|
|
|
Cambria Investment Management, L.P.
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
Nordea Investment Management Ab
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
Anson Funds Management LP
|
|
|
|
|
|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
|
|
|
|
Taylor Hoffman Capital Management LLC
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
Chemistry Wealth Management LLC
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
Axa S.a.
|
|
|
|
|
|
Ashton Thomas Private Wealth, LLC
|
|
|
|
|
|
TAX - EA Series Trust - Cambria Tax Aware ETF
|
|
|
|
|
|
FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund
|
|
|
|
|
|
Lathrop Investment Management Corp
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
|
|
|
|
|
MML Series Investment Fund II - MML Equity Fund Initial Class
|
|
|
|
|
|
GARP - iSHARES TRUST - iShares Factors US Growth Style ETF
|
|
|
|
|
|
Forum Financial Management, LP
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
Hrt Financial Lp
|
|
|
|
|
|
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares
|
|
|
|
|
|
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
|
|
|
|
|
Greenline Partners, LLC
|
|
|
|
|
|
Davy Global Fund Management Ltd
|
|
|
|
|
|
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
|
|
|
|
|
MFCPX - M FUND INC - M Capital Appreciation Fund
|
|
|
|
|
|
PYA Waltman Capital, LLC
|
|
|
|
|
|
Gilliland Jeter Wealth Management LLC
|
|
|
|
|
|
Silicon Valley Capital Partners
|
|
|
|
|
|
Johnson Financial Group, Inc.
|
|
|
|
|
|
Greenlea Lane Capital Management, Llc
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
Townsquare Capital Llc
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
Isthmus Partners, Llc
|
|
|
|
|
|
Evergreen Wealth Management, LLC
|
|
|
|
|
|
Graham Holdings Co Master Retirement Trust
|
|
|
|
|
|
Resonant Capital Advisors, LLC
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
New York Life Investment Management Llc
|
|
|
|
|
|
Valley National Advisers Inc
|
|
|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
|
|
|
|
Evolution Advisers, Inc.
|
|
|
|
|
|
Level Four Advisory Services, Llc
|
|
|
|
|
|
ACWV - iShares, Inc. - iShares Edge MSCI Min Vol Global ETF
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
Hennessy Advisors Inc
|
|
|
|
|
|
Wills Financial Group LLC
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
RKL Wealth Management LLC
|
|
|
|
|
|
Bradyco, Inc.
|
|
|
|
|
|
Studio Investment Management Llc
|
|
|
|
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QAMWEX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Mid-Cap Growth Portfolio
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Martingale Asset Management L P
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Leavell Investment Management, Inc.
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Federated Hermes, Inc.
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GM Advisory Group, Inc.
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FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund
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VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
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FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund
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EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
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QDVPAX - DAVIS VARIABLE ACCOUNT FUND INC - Davis Value Portfolio
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Two Sigma Securities, Llc
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Mv Capital Management, Inc.
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VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
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Accretive Wealth Partners, LLC
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Caisse De Depot Et Placement Du Quebec
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Qtron Investments LLC
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MEFAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid Cap Growth Fund Class A
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Global Trust Asset Management, LLC
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FTA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Value AlphaDEX Fund
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State of New Jersey Common Pension Fund D
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State Of Wisconsin Investment Board
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Ogorek Anthony Joseph /ny/ /adv
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PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
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Silverlake Wealth Management Llc
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City Holding Co
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AVIE - AMERICAN CENTURY ETF TRUST - Avantis Inflation Focused Equity ETF
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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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VisionPoint Advisory Group, LLC
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USCF - Themes ETF Trust - Themes US Cash Flow Champions ETF
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Glenview Trust Co
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Berkeley, Inc
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