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Capstone Investment Advisors, Llc
|
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SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
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|
CX Institutional
|
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|
Vestcor Inc
|
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Nvwm, Llc
|
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GPS Wealth Strategies Group, LLC
|
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RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
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|
Texas Permanent School Fund
|
|
|
|
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|
Advanced Series Trust - Ast T. Rowe Price Large-cap Growth Portfolio
|
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|
Creative Financial Designs Inc /adv
|
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|
Hughes Financial Services, LLC
|
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VSRDX - VALIC Co I - U.S. Socially Responsible Fund
|
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EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
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Mirabella Financial Services Llp
|
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Allworth Financial LP
|
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Vaughan David Investments Inc/il
|
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Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
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Oak Thistle LLC
|
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SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF
|
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|
GSB Wealth Management, LLC
|
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RFG Advisory, LLC
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N.E.W. Advisory Services LLC
|
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NUMV - Nushares ETF Trust - Nuveen ESG Mid-Cap Value ETF
|
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Rossmore Private Capital
|
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PRAXIS FUNDS - Praxis Impact Large Cap Value ETF
|
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|
Alyeska Investment Group, L.P.
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ESMV - iSHARES TRUST - iShares ESG MSCI USA Min Vol Factor ETF
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PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
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Financial Network Wealth Advisors LLC
|
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AllSquare Wealth Management LLC
|
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THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
|
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Axxcess Wealth Management, Llc
|
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Spring Capital Management, Llc
|
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Notis-McConarty Edward
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SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
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Westbourne Investments, Inc.
|
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Colony Group, LLC
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VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
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Northwestern Mutual Wealth Management Co
|
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SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
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|
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|
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF
|
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|
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1
|
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Verdence Capital Advisors LLC
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Quadrant Capital Group Llc
|
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Kornitzer Capital Management Inc /ks
|
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VCSAX - VANGUARD WORLD FUND - Vanguard Consumer Staples Index Fund Admiral Shares
|
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Franklin Resources Inc
|
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Tortoise Investment Management, LLC
|
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Kidder Stephen W
|
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SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
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|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
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DAACX - Adviser Managed Trust - Diversified Equity Fund
|
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
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FSTA - FIDELITY COVINGTON TRUST - Fidelity MSCI Consumer Staples Index ETF
|
|
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|
Kuhn & Co Investment Counsel
|
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SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
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Geode Capital Management, Llc
|
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EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
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Union Savings Bank
|
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Mawer Investment Management Ltd.
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FULVX - FIDELITY SUMMER STREET TRUST - Fidelity U.S. Low Volatility Equity Fund
|
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Dakota Wealth Management
|
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Deprince Race & Zollo Inc
|
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
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GWM Advisors LLC
|
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DB Fitzpatrick & Co, Inc
|
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Cidel Asset Management Inc
|
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Fortitude Family Office, LLC
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Bridgefront Capital, LLC
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EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
|
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|
Front Row Advisors LLC
|
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JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF
|
|
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|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
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WealthTrak Capital Management LLC
|
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|
|
Baker Chad R
|
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|
North Star Investment Management Corp.
|
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Tower Research Capital LLC (TRC)
|
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|
RIA Advisory Group LLC
|
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|
Public Sector Pension Investment Board
|
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West Oak Capital, LLC
|
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Bank of Jackson Hole Trust
|
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Painted Porch Advisors LLC
|
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Davis R M Inc
|
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|
Covea Finance
|
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|
Colonial Trust Advisors
|
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|
Principia Wealth Advisory, LLC
|
|
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|
Sandy Spring Bank
|
|
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|
Transcend Wealth Collective, Llc
|
|
|
|
|
|
LVPIX - Profunds - Large-cap Value Profund Investor Class
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
|
|
|
|
|
PBJ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Food & Beverage ETF
|
|
|
|
|
|
EagleClaw Capital Managment, LLC
|
|
|
|
|
|
Clearbridge Investments, LLC
|
|
|
|
|
|
Ferguson Wellman Capital Management, Inc
|
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|
|
Brookstone Capital Management
|
|
|
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|
Bright Rock Capital Management, Llc
|
|
|
|
|
|
City Holding Co
|
|
|
|
|
|
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF
|
|
|
|
|
|
NOBL - PROSHARES TRUST - ProShares S&P 500 Dividend Aristocrats ETF
|
|
|
|
|
|
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1
|
|
|
|
|
|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
|
|
|
|
|
Partnership Wealth Management, LLC
|
|
|
|
|
|
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
|
|
|
|
|
Tufton Capital Management
|
|
|
|
|
|
Lowe Brockenbrough & Co Inc
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
Hendershot Investments Inc.
|
|
|
|
|
|
Rakuten Investment Management, Inc.
|
|
|
|
|
|
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Rising Dividends Vip Fund Class 1
|
|
|
|
|
|
CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
Viawealth, Llc
|
|
|
|
|
|
Letson Investment Management, Inc.
|
|
|
|
|
|
Massachusetts Financial Services Co /ma/
|
|
|
|
|
|
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
|
|
|
|
|
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
Andra AP-fonden
|
|
|
|
|
|
Limestone Investment Advisors LP
|
|
|
|
|
|
Great Diamond Partners, LLC
|
|
|
|
|
|
Bernard Wealth Management Corp.
|
|
|
|
|
|
Creegan & Nassoura Financial Group, LLC
|
|
|
|
|
|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
TEGAX - TOUCHSTONE STRATEGIC TRUST - Mid Cap Growth Fund Class A
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
|
|
|
|
|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
|
|
|
|
Group One Trading, L.p.
|
|
|
|
|
|
PFW Advisors LLC
|
|
|
|
|
|
Mcdaniel Terry & Co
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
Essex Financial Services, Inc.
|
|
|
|
|
|
Hilltop Holdings Inc.
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Mid Cap Core Portfolio Initial Class
|
|
|
|
|
|
Azimuth Capital Investment Management LLC
|
|
|
|
|
|
RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S
|
|
|
|
|
|
Burney Co/
|
|
|
|
|
|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
|
|
|
|
|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
|
|
|
|
|
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares
|
|
|
|
|
|
Dfa Investment Trust Co - The U.s. Large Cap Value Series
|
|
|
|
|
|
Bank of New Hampshire
|
|
|
|
|
|
MXMGX - GREAT-WEST FUNDS INC - Great-West T. Rowe Price Mid Cap Growth Fund Investor Class
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund
|
|
|
|
|
|
ANEW - PROSHARES TRUST - ProShares MSCI Transformational Changes ETF
|
|
|
|
|
|
Shoker Investment Counsel, Inc.
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
Piscataqua Savings Bank
|
|
|
|
|
|
National Pension Service
|
|
|
|
|
|
Summit Financial, LLC
|
|
|
|
|
|
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF
|
|
|
|
|
|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
|
|
|
|
Landscape Capital Management, L.l.c.
|
|
|
|
|
|
MMBUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
JGP Wealth Management, LLC
|
|
|
|
|
|
Canada Post Corp Registered Pension Plan
|
|
|
|
|
|
Prudential Plc
|
|
|
|
|
|
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
Point72 (DIFC) Ltd
|
|
|
|
|
|
DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
Putnam Fl Investment Management Co
|
|
|
|
|
|
Gold Investment Management Ltd.
|
|
|
|
|
|
Elmwood Wealth Management, Inc.
|
|
|
|
|
|
Crawford Investment Counsel Inc
|
|
|
|
|
|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
|
|
|
Equitable Holdings, Inc.
|
|
|
|
|
|
Optivise Advisory Services LLC
|
|
|
|
|
|
CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
Peninsula Asset Management Inc
|
|
|
|
|
|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
|
|
|
First National Trust Co
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
|
|
|
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF
|
|
|
|
|
|
Handelsbanken Fonder AB
|
|
|
|
|
|
Howland Capital Management Llc
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
STXD - EA Series Trust - Strive 1000 Dividend Growth ETF
|
|
|
|
|
|
SS&H Financial Advisors, Inc.
|
|
|
|
|
|
VSEQX - VANGUARD HORIZON FUNDS - Vanguard Strategic Equity Fund Investor Shares
|
|
|
|
|
|
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund
|
|
|
|
|
|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
|
|
|
|
|
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
Buckingham Strategic Partners
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
|
|
|
|
|
|
FIL Ltd
|
|
|
|
|
|
Glen Eagle Advisors, LLC
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
Van Cleef Asset Management,Inc
|
|
|
|
|
|
Barlow Wealth Partners, Inc.
|
|
|
|
|
|
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
Northcape Wealth Management, Llc
|
|
|
|
|
|
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
|
|
|
Canvas Wealth Advisors, LLC
|
|
|
|
|
|
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A
|
|
|
|
|
|
Siemens Fonds Invest GmbH
|
|
|
|
|
|
Generali Asset Management SPA SGR
|
|
|
|
|
|
1620 Investment Advisors, Inc.
|
|
|
|
|
|
Revisor Wealth Management LLC
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
|
|
|
|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
Kinneret Advisory, LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
RYCIX - RYDEX SERIES FUNDS - Consumer Products Fund Investor Class
|
|
|
|
|
|
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares
|
|
|
|
|
|
Capital Fund Management S.a.
|
|
|
|
|
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
|
|
|
|
|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
|
|
|
|
EIVPX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Volatility Risk Premium - Defensive Fund Institutional Class
|
|
|
|
|
|
LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
Connecticut Wealth Management, LLC
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
Hartford Investment Management Co
|
|
|
|
|
|
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares
|
|
|
|
|
|
Armstrong Henry H Associates Inc
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
Benin Management CORP
|
|
|
|
|
|
Bradley Foster & Sargent Inc/ct
|
|
|
|
|
|
Ag2r La Mondiale Gestion D'actifs
|
|
|
|
|
|
FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund
|
|
|
|
|
|
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF
|
|
|
|
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|
HB Wealth Management, LLC
|
|
|
|
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|
GeoWealth Management, LLC
|
|
|
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|
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
|
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|
Beacon Investment Advisory Services, Inc.
|
|
|
|
|
|
IVOAX - IVY FUNDS - Ivy Mid Cap Income Opportunities Fund Class A
|
|
|
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|
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
|
|
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|
BTMFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Midcap Fund
|
|
|
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|
IFP Advisors, Inc
|
|
|
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|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
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|
Nomura Asset Management Co Ltd
|
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|
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|
Ironwood Investment Counsel, LLC
|
|
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|
Miracle Mile Advisors, LLC
|
|
|
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|
ONEY - SPDR SERIES TRUST - SPDR Russell 1000 Yield Focus ETF
|
|
|
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|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
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|
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund
|
|
|
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|
Kovitz Investment Group Partners, LLC
|
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|
Beaumont Financial Advisors, LLC
|
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Walleye Trading LLC
|
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|
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|
OMERS ADMINISTRATION Corp
|
|
|
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|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
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|
|
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|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
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|
SCS Capital Management LLC
|
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Candriam Luxembourg S.C.A.
|
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KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
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|
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|
TMFX - RBB FUND, INC. - Motley Fool Next Index ETF
|
|
|
|
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|
IPEAX - Voya INVESTORS TRUST - Voya Large Cap Value Portfolio Class ADV
|
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|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
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|
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|
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF
|
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BTBFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Asset Management Fund
|
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|
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|
Reik & Co., Llc
|
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CBOE Vest Financial, LLC
|
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|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
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|
Forethought Variable Insurance Trust - Global Atlantic Franklin Dividend and Income Managed Risk Portfolio Class II Shares
|
|
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|
|
WestEnd Advisors, LLC
|
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|
Ronald Blue Trust, Inc.
|
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|
Meeder Advisory Services, Inc.
|
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Patton Fund Management, Inc.
|
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DIVL - Madison ETFs Trust - Madison Dividend Value ETF
|
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|
Somerville Kurt F
|
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CVAR - ETF Opportunities Trust - Cultivar ETF
|
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Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
|
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|
NMCAX - Voya EQUITY TRUST - Voya MidCap Opportunities Fund Class A
|
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Liontrust Investment Partners LLP
|
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NMVLX - Managed Portfolio Series - Nuance Mid Cap Value Fund Institutional Class
|
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|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
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|
Nuveen, LLC
|
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Coldstream Capital Management Inc
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MetLife Investment Management, LLC
|
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Exchange Traded Concepts, Llc
|
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|
Crewe Advisors LLC
|
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|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
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|
Natural Investments, Llc
|
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Jacobs & Co/ca
|
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Robeco Institutional Asset Management B.V.
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Coston, McIsaac & Partners
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Evermay Wealth Management Llc
|
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BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
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|
YANKCOM Partnership
|
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Binnacle Investments Inc
|
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TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
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|
Eventide Asset Management, Llc
|
|
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|
GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class
|
|
|
|
|
|
SSPX - Janus Detroit Street Trust - Janus Henderson U.S. Sustainable Equity ETF
|
|
|
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|
Klp Kapitalforvaltning As
|
|
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|
Credit Agricole S A
|
|
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Symphony Financial, Ltd. Co.
|
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Moneta Group Investment Advisors Llc
|
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Lombard Odier Asset Management (Switzerland) SA
|
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Standard Life Aberdeen plc
|
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|
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K
|
|
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|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
ETAMX - MUTUAL FUND SERIES TRUST - Eventide Multi-Asset Income Fund Class A
|
|
|
|
|
|
JESSX - JANUS INVESTMENT FUND - Janus Henderson Global Sustainable Equity Fund Class S
|
|
|
|
|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
|
|
Kcm Investment Advisors Llc
|
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|
|
Rothschild Investment Llc
|
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|
ASR Vermogensbeheer N.V.
|
|
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|
|
KNG - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Cboe Vest S&P 500 Dividend Aristocrats Target Income ETF
|
|
|
|
|
|
Norden Group Llc
|
|
|
|
|
|
PARK CIRCLE Co
|
|
|
|
|
|
ETADX - MUTUAL FUND SERIES TRUST - Eventide Dividend Opportunities Fund Class A Shares
|
|
|
|
|
|
Semmax Financial Advisors Inc.
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
Cassaday & Co Wealth Management LLC
|
|
|
|
|
|
Lcnb Corp
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
Palisade Asset Management, LLC
|
|
|
|
|
|
VCGAX - VALIC Co I - Growth & Income Fund
|
|
|
|
|
|
Addison Advisors LLC
|
|
|
|
|
|
Two Sigma Advisers, Lp
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Consumer Products Fund Variable Annuity
|
|
|
|
|
|
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
|
|
|
|
|
Trifecta Capital Advisors, LLC
|
|
|
|
|
|
Kesler, Norman & Wride, LLC
|
|
|
|
|
|
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
Marshall Financial Group LLC
|
|
|
|
|
|
Tokio Marine Asset Management Co Ltd
|
|
|
|
|
|
TNBIX - 1290 Funds - 1290 SmartBeta Equity Fund Class I
|
|
|
|
|
|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
|
|
|
|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
|
|
|
|
Integrated Advisors Network LLC
|
|
|
|
|
|
Townsquare Capital Llc
|
|
|
|
|
|
Peapack Gladstone Financial Corp
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
Czech National Bank
|
|
|
|
|
|
Intelligent Financial Strategies
|
|
|
|
|
|
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund
|
|
|
|
|
|
Mathes Company, Inc.
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Bowen Hanes & Co Inc
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
|
|
|
|
|
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
Woodstock Corp
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
Point72 Hong Kong Ltd
|
|
|
|
|
|
MEFAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid Cap Growth Fund Class A
|
|
|
|
|
|
Dupont Capital Management Corp
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
Bristol John W & Co Inc /ny/
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
|
|
|
|
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
|
|
|
|
|
Dai-Ichi Life Insurance Company, Ltd
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
Quadrature Capital Ltd
|
|
|
|
|
|
JNBA Financial Advisors
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
Harvey Investment Co Llc
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Janus Henderson U.S. Low Volatility Portfolio
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
Strategic Investment Solutions, Inc. /IL
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
Cranbrook Wealth Management, LLC
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
North Star Asset Management Inc
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A
|
|
|
|
|
|
USRAX - Horizon Funds - Horizon Defensive Multi-Factor Fund Investor Class
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
GCBLX - GREEN CENTURY FUNDS - GREEN CENTURY BALANCED FUND Individual Investor Class
|
|
|
|
|
|
Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
KXI - iSHARES TRUST - iShares Global Consumer Staples ETF
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
|
|
|
|
Cary Street Partners Financial Llc
|
|
|
|
|
|
Vontobel Holding Ltd.
|
|
|
|
|
|
Acorn Wealth Advisors, LLC
|
|
|
|
|
|
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
|
|
|
|
|
|
Woodline Partners LP
|
|
|
|
|
|
Boothbay Fund Management, Llc
|
|
|
|
|
|
USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A
|
|
|
|
|
|
Alamea Verwaltungs GmbH
|
|
|
|
|
|
Headlands Technologies LLC
|
|
|
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
|
|
|
|
|
Maryland Capital Advisors Inc.
|
|
|
|
|
|
Investment Management Corp /va/ /adv
|
|
|
|
|
|
RSPS - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Consumer Staples ETF
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
|
|
|
|
|
Hamel Associates, Inc.
|
|
|
|
|
|
Cadinha & Co Llc
|
|
|
|
|
|
CSM - PROSHARES TRUST - ProShares Large Cap Core Plus
|
|
|
|
|
|
Rodgers Brothers Inc.
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
BLPIX - Profunds - Bull Profund Investor Class
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F
|
|
|
|
|
|
LGT Financial Advisors LLC
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
Hennion & Walsh Asset Management, Inc.
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
RMB Capital Management, LLC
|
|
|
|
|
|
West Branch Capital LLC
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
Acadian Asset Management Llc
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
|
|
|
|
|
STFGX - Advisers Investment Trust - State Farm Growth Fund
|
|
|
|
|
|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
Waratah Capital Advisors Ltd.
|
|
|
|
|
|
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
|
|
|
|
|
PNBAX - Virtus Investment Trust - Virtus NFJ Large-Cap Value Fund A
|
|
|
|
|
|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Nationwide Fund Class I
|
|
|
|
|
|
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
|
|
|
|
|
|
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF
|
|
|
|
|
|
NUDV - Nushares ETF Trust - Nuveen ESG Dividend ETF
|
|
|
|
|
|
HFR Wealth Management, LLC
|
|
|
|
|
|
QAMWEX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Mid-Cap Growth Portfolio
|
|
|
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
|
|
|
|
|
|
F/M Investments LLC
|
|
|
|
|
|
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
|
|
|
|
|
|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
Bath Savings Trust Co
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
YHB Investment Advisors, Inc.
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
Alliance Wealth Advisors, LLC /UT
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
Mufg Securities Americas Inc.
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
Meeder Asset Management Inc
|
|
|
|
|
|
Ipswich Investment Management Co., Inc.
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund
|
|
|
|
|
|
Rowland & Co Investment Counsel/adv
|
|
|
|
|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
|
|
|
Aviva Plc
|
|
|
|
|
|
Jump Financial, LLC
|
|
|
|
|
|
Congress Wealth Management LLC / DE /
|
|
|
|
|
|
Lincoln Capital LLC
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
|
|
|
|
|
Penserra Capital Management LLC
|
|
|
|
|
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Clean Yield Group
|
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Trillium Asset Management, Llc
|
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HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
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|
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio
|
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|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
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|
TPHE - TIMOTHY PLAN - Timothy Plan High Dividend Stock Enhanced ETF
|
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|
Winch Advisory Services, LLC
|
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|
CNB Bank
|
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S&t Bank/pa
|
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Deseret Mutual Benefit Administrators
|
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|
Gardner Russo & Quinn Llc
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP ClearBridge QS Select Large Cap Managed Volatility Fund Standard Class
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
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|
XLP - SELECT SECTOR SPDR TRUST - The Consumer Staples Select Sector SPDR Fund
|
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|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
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|
SMIZ - Zacks Trust - Zacks Small/Mid Cap ETF
|
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|
Quantbot Technologies LP
|
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|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
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|
Ameritas Advisory Services, LLC
|
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|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
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|
Westwood Holdings Group Inc
|
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BNP Paribas Asset Management Holding S.A.
|
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Ieq Capital, Llc
|
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|
Nuveen Nasdaq 100 Dynamic Overwrite Fund
|
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|
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|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
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|
State Board Of Administration Of Florida Retirement System
|
|
|
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|
Vise Technologies, Inc.
|
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Savant Capital, LLC
|
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BTEFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Equity Fund
|
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|
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|
Versant Capital Management, Inc
|
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|
Norway Savings Bank
|
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|
Advisors Asset Management, Inc.
|
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Sound Financial Strategies Group, LLC
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|
Gts Securities Llc
|
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Wealth Group, Ltd.
|
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|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
|
|
|
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
|
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|
Missouri Trust & Investment Co
|
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|
Ensign Peak Advisors, Inc
|
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Boston Family Office Llc
|
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GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
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WAMFX - BOSTON TRUST WALDEN FUNDS - Walden Midcap Fund
|
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|
ExodusPoint Capital Management, LP
|
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WPG Advisers, LLC
|
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|
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF
|
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|
TD Waterhouse Canada Inc.
|
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|
Boston Trust Walden Corp
|
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Maven Securities LTD
|
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Kelman-Lazarov, Inc.
|
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|
Natixis Advisors, L.p.
|
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|
Roffman Miller Associates Inc /pa/
|
|
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|
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|
Jnl Series Trust - Jnl/t. Rowe Price Mid-cap Growth Fund (a)
|
|
|
|
|
|
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
|
|
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|
Columbia Funds Variable Series Trust II - CTIVP - Westfield Mid Cap Growth Fund Class 1
|
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|
Aegon Asset Management Uk Plc
|
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|
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|
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
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|
Physicians Financial Services, Inc.
|
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|
Kilter Group LLC
|
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Crews Bank & Trust
|
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ACVF - ETF Opportunities Trust - American Conservative Values ETF
|
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Total Investment Management Inc
|
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|
Savoir Faire Capital Management, L.P.
|
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LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
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Dark Forest Capital Management Lp
|
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|
Trust Co Of Oklahoma
|
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|
King Luther Capital Management Corp
|
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RMG Wealth Management LLC
|
|
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|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
|
|
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|
Rsm Us Wealth Management Llc
|
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|
Mariner, LLC
|
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Voleon Capital Management Lp
|
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|
STXV - EA Series Trust - Strive 1000 Value ETF
|
|
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|
Atlantic Trust, LLC
|
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|
Wolverine Trading, Llc
|
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|
Bank Of Nova Scotia
|
|
|
|
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|
FAMEX - FENIMORE ASSET MANAGEMENT TRUST - FAM Dividend Focus Fund Investor Class
|
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|
Hudson Bay Capital Management LP
|
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|
Wiley Bros.-aintree Capital, Llc
|
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|
First Manhattan Co
|
|
|
|
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|
EQ ADVISORS TRUST - EQ/Franklin Rising Dividends Portfolio Class IB
|
|
|
|
|
|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
|
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|
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|
CAPROCK Group, Inc.
|
|
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|
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|
Clifford Swan Investment Counsel Llc
|
|
|
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|
Axa S.a.
|
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|
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|
Smith Shellnut Wilson Llc /adv
|
|
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|
|
Curat Global, LLC
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
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|
UMA Financial Services, Inc.
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
|
|
|
|
Kentucky Trust Co
|
|
|
|
|
|
Alecta Pensionsforsakring, Omsesidigt
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
|
Focus Financial Network, Inc.
|
|
|
|
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|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
Gries Financial Llc
|
|
|
|
|
|
Motley Fool Asset Management LLC
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
Oppenheimer Asset Management Inc.
|
|
|
|
|
|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
Gabelli Global Utility & Income Trust
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
Guggenheim Strategic Opportunities Fund
|
|
|
|
|
|
Aquatic Capital Management LLC
|
|
|
|
|
|
OmniStar Financial Group, Inc.
|
|
|
|
|
|
Centricity Wealth Management, LLC
|
|
|
|
|
|
Diversified Trust Co
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
|
|
|
|
|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
|
|
|
|
Carnegie Capital Asset Management, LLC
|
|
|
|
|
|
Kensington Investment Counsel, LLC
|
|
|
|
|
|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A
|
|
|
|
|
|
Pacific Point Advisors, LLC
|
|
|
|
|
|
American National Bank
|
|
|
|
|
|
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
|
|
|
|
|
Jupiter Asset Management Ltd
|
|
|
|
|
|
Albion Financial Group /ut
|
|
|
|
|
|
QLMAOX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Appreciation Portfolio Class I
|
|
|
|
|
|
VestGen Advisors, LLC
|
|
|
|
|
|
Chevy Chase Trust Holdings, Inc.
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
Costello Asset Management, INC
|
|
|
|
|
|
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
|
|
|
|
|
|
Nbt Bank N A /ny
|
|
|
|
|
|
SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF
|
|
|
|
|
|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
|
|
|
|
|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
|
|
|
|
IEDI - iShares U.S. ETF Trust - iShares Evolved U.S. Discretionary Spending ETF
|
|
|
|
|
|
Mutual Of America Capital Management Llc
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
|
|
|
|
|
Gulf International Bank (UK) Ltd
|
|
|
|
|
|
Jacobi Capital Management LLC
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
Rockland Trust Co
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
Ritholtz Wealth Management
|
|
|
|
|
|
Ostrum Asset Management
|
|
|
|
|
|
ICW Investment Advisors LLC
|
|
|
|
|
|
Gamco Investors, Inc. Et Al
|
|
|
|
|
|
State of Wyoming
|
|
|
|
|
|
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
Mechanics Financial Corp
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
Williams Jones Wealth Management, LLC.
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
MJT & Associates Financial Advisory Group, Inc.
|
|
|
|
|
|
Argent Trust Co
|
|
|
|
|
|
Ilmarinen Mutual Pension Insurance Co
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
Groupama Asset Managment
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
PTL - Northern Lights Fund Trust IV - Inspire 500 ETF
|
|
|
|
|
|
Oliver Lagore Vanvalin Investment Group
|
|
|
|
|
|
Centennial Bank/AR/
|
|
|
|
|
|
Bank Of Hawaii
|
|
|
|
|
|
BOK Financial Private Wealth, Inc.
|
|
|
|
|
|
Jnl Series Trust - Jnl Multi-manager Mid Cap Fund (a)
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
Alberta Investment Management Corp
|
|
|
|
|
|
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund
|
|
|
|
|
|
Financiere des Professionnels - Fonds d,investissement inc.
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA LARGE CAP VALUE SERIES
|
|
|
|
|
|
High Net Worth Advisory Group LLC
|
|
|
|
|
|
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
|
|
|
|
Forum Financial Management, LP
|
|
|
|
|
|
Nichols & Pratt Advisers Llp /ma
|
|
|
|
|
|
Union Heritage Capital, LLC
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
B. Metzler seel. Sohn & Co. AG
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
Douglas Lane & Associates, LLC
|
|
|
|
|
|
Avantax Planning Partners, Inc.
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2
|
|
|
|
|
|
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF
|
|
|
|
|
|
USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF
|
|
|
|
|
|
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
|
|
|
|
|
AVMC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Equity ETF
|
|
|
|
|
|
PORIX - Perpetual Americas Funds Trust - Trillium ESG Global Equity Fund Institutional Shares
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
DnB Asset Management AS
|
|
|
|
|
|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
Investment Management Corp of Ontario
|
|
|
|
|
|
PENN SERIES FUNDS INC - Large Cap Growth Fund
|
|
|
|
|
|
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
Rafferty Asset Management, LLC
|
|
|
|
|
|
IFM Investors Pty Ltd
|
|
|
|
|
|
GHP Investment Advisors, Inc.
|
|
|
|
|
|
Midwest Trust Co
|
|
|
|
|
|
DJE Kapital AG
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
Park Place Capital Corp
|
|
|
|
|
|
Point72 Asset Management, L.P.
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
Silvercrest Asset Management Group Llc
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
Nautilus Advisors LLC
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
Diamant Asset Management, Inc.
|
|
|
|
|
|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
TD Capital Management LLC
|
|
|
|
|
|
Prosperity Consulting Group, LLC
|
|
|
|
|
|
Atlanta Consulting Group Advisors, LLC
|
|
|
|
|
|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
|
|
|
|
|
Forsta Ap-fonden
|
|
|
|
|
|
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
|
|
|
|
|
FAMVX - FENIMORE ASSET MANAGEMENT TRUST - FAM Value Fund Investor Class
|
|
|
|
|
|
Schulhoff & Co Inc
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
|
|
|
|
Valley National Advisers Inc
|
|
|
|
|
|
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
Haverford Trust Co
|
|
|
|
|
|
Profit Investment Management, LLC
|
|
|
|
|
|
Alan B. Lancz & Associates, Inc.
|
|
|
|
|
|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
Holocene Advisors, LP
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
Beacon Harbor Wealth Advisors, Inc.
|
|
|
|
|
|
Financial Advocates Investment Management
|
|
|
|
|
|
Bayshore Asset Management, Llc
|
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|
Pandora Wealth, Inc.
|
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|
Astoria Portfolio Advisors LLC.
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|
Decker Retirement Planning Inc.
|
|
|
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|
RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF
|
|
|
|
|
|
Stone Run Capital, Llc
|
|
|
|
|
|
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio
|
|
|
|
|
|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
WASMX - BOSTON TRUST WALDEN FUNDS - Walden SMID Cap Fund
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional
|
|
|
|
|
|
BTSMX - BOSTON TRUST WALDEN FUNDS - Boston Trust SMID Cap Fund
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
|
|
|
Anchor Investment Management, LLC
|
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|
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|
|
Douglass Winthrop Advisors, LLC
|
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|
Cape Investment Advisory, Inc.
|
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|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
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|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
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|
PGGM Investments
|
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Wambolt & Associates, LLC
|
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Gibbs Wealth Management
|
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ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
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|
Signaturefd, Llc
|
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|
Perbak Capital Partners LLP
|
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Tobam
|
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Commerzbank Aktiengesellschaft /fi
|
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Ancora Advisors, LLC
|
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|
|
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|
Van Hulzen Asset Management, LLC
|
|
|
|
|
|
PXWGX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG Beta Quality Fund Investor Class
|
|
|
|
|
|
EUSM - Strategy Shares - Eventide US Market ETF
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
|
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|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
|
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|
Bank Of Nova Scotia Trust Co
|
|
|
|
|
|
Brighthouse Funds Trust I - T. Rowe Price Mid Cap Growth Portfolio Class A
|
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|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
Transamerica Financial Advisors, Inc.
|
|
|
|
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|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
|
|
|
|
Bigelow Investment Advisors, LLC
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
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|
|
|
Ransom Advisory, Ltd
|
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|
|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
|
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|
Umb Bank N A/mo
|
|
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Park National Corp /oh/
|
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HAIAX - HARTFORD MUTUAL FUNDS INC/CT - HARTFORD CORE EQUITY FUND Class A
|
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|
O'shaughnessy Asset Management, Llc
|
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|
Town & Country Bank & Trust CO dba First Bankers Trust CO
|
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|
Riggs Asset Managment Co. Inc.
|
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|
Marshall & Sterling Wealth Advisors Inc.
|
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|
Quarry LP
|
|
|
|
|
|
PY - Principal Exchange-Traded Funds - Principal Shareholder Yield Index ETF
|
|
|
|
|
|
XRLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF
|
|
|
|
|
|
Hallmark Capital Management Inc
|
|
|
|
|
|
Assetmark, Inc
|
|
|
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|
Boston Common Asset Management, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
FSCS - FIRST TRUST EXCHANGE-TRADED FUND VI - Mid Cap US Equity Select ETF
|
|
|
|
|
|
International Private Wealth Advisors LLC
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
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|
|
Stephens Consulting, LLC
|
|
|
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|
|
Tiaa Trust, National Association
|
|
|
|
|
|
River Wealth Advisors LLC
|
|
|
|
|
|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
FRDAX - Franklin Managed Trust - Franklin Rising Dividends Fund Advisor Class
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio
|
|
|
|
|
|
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
|
|
|
|
|
Nicholson Wealth Management Group, LLC
|
|
|
|
|
|
Zrc Wealth Management, Llc
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA Large Cap Value Fund Class A
|
|
|
|
|
|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
|
|
|
|
Meiji Yasuda Asset Management Co Ltd.
|
|
|
|
|
|
Atlantic Private Wealth, LLC
|
|
|
|
|
|
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
|
|
|
|
|
IEOPX - Voya INVESTORS TRUST - Voya Large Cap Growth Portfolio Class ADV
|
|
|
|
|
|
Arrowstreet Capital, Limited Partnership
|
|
|
|
|
|
VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
|
|
|
|
|
Nebula Research & Development LLC
|
|
|
|
|
|
Pallas Capital Advisors LLC
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
Kentucky Retirement Systems
|
|
|
|
|
|
Princeton Global Asset Management LLC
|
|
|
|
|
|
E. Ohman J:or Asset Management AB
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
Azzad Asset Management Inc /adv
|
|
|
|
|
|
NDGAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Dividend Growth Fund Class A
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
T. Rowe Price Investment Management, Inc.
|
|
|
|
|
|
Broderick Brian C
|
|
|
|
|
|
SUSA - iSHARES TRUST - iShares MSCI USA ESG Select ETF
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
|
|
|
|
|
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
|
|
|
|
|
|
Intech Investment Management Llc
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares
|
|
|
|
|
|
Main Street Financial Solutions, LLC
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
|
|
|
|
|
Empire Financial Management Company, LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
|
|
|
|
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
QGMIX - AQR Funds - AQR Global Macro Fund Class I
|
|
|
|
|
|
Bayesian Capital Management, LP
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
LVZ Advisors, Inc.
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
LifeGuide Financial Advisors, LLC
|
|
|
|
|
|
Bahl & Gaynor Inc
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
McCollum Christoferson Group LLC
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
Grimes & Company, Inc.
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
VMVIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Value Index Fund Investor Shares
|
|
|
|
|
|
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
|
|
|
|
|
WWMCX - Ultimus Managers Trust - WESTWOOD QUALITY MIDCAP FUND INSTITUTIONAL SHARES
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
|
Panagora Asset Management Inc
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
|
|
|
|
|
CWA Asset Management Group, LLC
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
|
|
|
|
|
|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
|
|
|
|
|
PAPPX - Papp Investment Trust - Papp Small & Mid-Cap Growth Fund
|
|
|
|
|
|
Metis Global Partners, LLC
|
|
|
|
|
|
MSHPX - MORGAN STANLEY INSTITUTIONAL FUND INC - Permanence Portfolio Class IS
|
|
|
|
|
|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
|
|
|
|
EATV - ADVISORS SERIES TRUST - VegTech Plant-based Innovation & Climate ETF
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
|
|
|
SEG Partners Long/Short Equity Fund
|
|
|
|
|
|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
|
|
|
|
|
Catalytic Wealth RIA, LLC
|
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
|
PXLIX - PAX WORLD FUNDS SERIES TRUST I - PAX LARGE CAP FUND Institutional Class
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
Beaird Harris Wealth Management, LLC
|
|
|
|
|
|
Epoch Investment Partners, Inc.
|
|
|
|
|
|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
Winton Capital Group Ltd
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
Tower View Investment Management & Research LLC
|
|
|
|
|
|
Welch & Forbes Llc
|
|
|
|
|
|
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
|
|
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
|
|
|
|
|
|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
|
|
|
NLCAX - Voya EQUITY TRUST - Voya Large-Cap Growth Fund Class A
|
|
|
|
|
|
APG Asset Management N.V.
|
|
|
|
|
|
FVD - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line Dividend Index Fund
|
|
|
|
|
|
HIAGX - Hartford Series Fund Inc - Hartford Disciplined Equity Hls Fund Ia
|
|
|
|
|
|
Elevation Series Trust - TrueShares Active Yield ETF
|
|
|
|
|
|
Hilton Capital Management, LLC
|
|
|
|
|
|
Abn Amro Investment Solutions
|
|
|
|
|
|
Eastern Bank
|
|
|
|
|
|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
|
|
|
|
|
FEOPX - FIDELITY INVESTMENT TRUST - Fidelity Enduring Opportunities Fund
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
Wendell David Associates Inc
|
|
|
|
|
|
State Farm Mutual Automobile Insurance Co
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
Redmond Asset Management, LLC
|
|
|
|
|
|
Pacer Advisors, Inc.
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco Nasdaq Free Cash Flow Achievers ETF
|
|
|
|
|
|
Inspire Advisors, LLC
|
|
|
|
|
|
Camden National Bank
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
|
|
|
|
Retirement Guys Formula Llc
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
Ramsay, Stattman, Vela & Price, Inc.
|
|
|
|
|
|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
IYK - iSHARES TRUST - iShares U.S. Consumer Goods ETF
|
|
|
|
|
|
ESGEX - Capitol Series Trust - Reynders, McVeigh Core Equity Fund Institutional Shares
|
|
|
|
|
|
Champlain Investment Partners, LLC
|
|
|
|
|
|
First Command Advisory Services, Inc.
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Value
|
|
|
|
|
|
Rakuten Securities, Inc.
|
|
|
|
|
|
TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
Polymer Capital Management (US) LLC
|
|
|
|
|
|
Orion Investment Co
|
|
|
|
|
|
Venture Visionary Partners LLC
|
|
|
|
|
|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
|
|
|
|
Delta Asset Management Llc/tn
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I
|
|
|
|
|
|
NEOS Investment Management LLC
|
|
|
|
|
|
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF
|
|
|
|
|
|
Leavell Investment Management, Inc.
|
|
|
|
|
|
Borer Denton & Associates, Inc.
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
Wahed Invest LLC
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
Aster Capital Management (DIFC) Ltd
|
|
|
|
|
|
Ami Asset Management Corp
|
|
|
|
|
|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
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|
Tudor Investment Corp Et Al
|
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Humankind Benefit Corp - Humankind US Stock ETF
|
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Anb Bank
|
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XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
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VSM Wealth Advisory, LLC
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Victory Capital Management Inc
|
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William Allan, Llc
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IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
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Manchester Capital Management LLC
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Aqr Capital Management Llc
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Parallel Advisors, LLC
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Moseley Investment Management Inc
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SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
|
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TFPN - Tidal Trust II - Blueprint Chesapeake Multi-Asset Trend ETF
|
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SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
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Parvin Asset Management, LLC
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BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
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Truist Financial Corp
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Atlantic Union Bankshares Corp
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Savvy Advisors, Inc.
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Trust Co Of Toledo Na /oh/
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Lmp Capital & Income Fund Inc.
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Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B
|
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Profund Advisors Llc
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Tower Bridge Advisors
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RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
|
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Jane Street Group, Llc
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Bruce G. Allen Investments, LLC
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Crossmark Global Holdings, Inc.
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Mengis Capital Management, Inc.
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Creative Capital Management Investments LLC
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TMMAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed Managed Volatility Fund Class F
|
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FXG - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Staples AlphaDEX Fund
|
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Toroso Investments, LLC
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Perigon Wealth Management, LLC
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Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
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GMEZX - GuideStone Funds - Impact Equity Fund Investor
|
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Birch Hill Investment Advisors LLC
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FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
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CIBC Asset Management Inc
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SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
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MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares
|
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Valmark Advisers, Inc.
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SOUTH STATE Corp
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Parsons Capital Management Inc/ri
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GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
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VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
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Hall Laurie J Trustee
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Us Bancorp \de\
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DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
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TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
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PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
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|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
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SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
|
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AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
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Invesco Exchange-Traded Fund Trust II - Invesco ESG S&P 500 Equal Weight ETF
|
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Davidson Trust Co
|
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R. W. Roge & Company, Inc.
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Stratos Wealth Partners, LTD.
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AMANX - AMANA MUTUAL FUNDS TRUST - AMANA INCOME FUND Amana Income Fund Investor Shares
|
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Plante Moran Financial Advisors, LLC
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Federation des caisses Desjardins du Quebec
|
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Geneos Wealth Management Inc.
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Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
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Centiva Capital, LP
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Zacks Investment Management
|
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Livforsakringsbolaget Skandia, Omsesidigt
|
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Blackston Financial Advisory Group, LLC
|
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SPMV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Minimum Variance ETF
|
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|
Gabelli Healthcare & Wellnessrx Trust
|
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|
DAVENPORT & Co LLC
|
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PDS Planning, Inc
|
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VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
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Massmutual Trust Co Fsb/adv
|
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|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
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|
Kennebec Savings Bank
|
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|
Fruth Investment Management
|
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AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
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|
AustralianSuper Pty Ltd
|
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|
Wealth Preservation Advisors, LLC
|
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|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
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|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
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DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF
|
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|
RMEAX - Aspiriant Trust - Aspiriant Risk-Managed Equity Allocation Fund Advisor Shares
|
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|
TPHD - TIMOTHY PLAN - Timothy Plan High Dividend Stock ETF
|
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|
Scotia Capital Inc.
|
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|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
|
|
|
|
|
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
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|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
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|
Stock Yards Bank & Trust Co
|
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|
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|
|
Weiss Asset Management LP
|
|
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|
Global Retirement Partners, LLC
|
|
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|
|
IEDAX - Voya EQUITY TRUST - Voya Large Cap Value Fund Class A
|
|
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|
|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
|
|
|
|
|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
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|
|
|
SMDVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders US MidCap Opportunities Fund Class A
|
|
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|
|
|
West Family Investments, Inc.
|
|
|
|
|
|
Kestra Investment Management, LLC
|
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|
|
|
Regions Financial Corp
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
Dynamic Advisor Solutions LLC
|
|
|
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|
|
QCGDX - Advisors Preferred Trust - Quantified Common Ground Fund Investor Class Shares
|
|
|
|
|
|
NS Partners Ltd
|
|
|
|
|
|
Raleigh Capital Management Inc.
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
|
Wealthspire Advisors, LLC
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
|
|
|
|
Ingalls & Snyder Llc
|
|
|
|
|
|
VLCGX - VALIC Co I - Large Capital Growth Fund
|
|
|
|
|
|
Strengthening Families & Communities, LLC
|
|
|
|
|
|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
|
|
|
PENN SERIES FUNDS INC - Index 500 Fund
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
|
|
|
|
TriaGen Wealth Management LLC
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
Chilton Investment Co Llc
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
Kmg Fiduciary Partners, Llc
|
|
|
|
|
|
Ironwood Investment Management Llc
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
Hazlett, Burt & Watson, Inc.
|
|
|
|
|
|
Mattern Capital Management, Llc
|
|
|
|
|
|
MWOFX - MFS SERIES TRUST VIII - MFS Global Growth Fund A
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
Kennon-Green & Company, LLC
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Franklin Templeton Global Equity Managed Volatility Fund Standard Class
|
|
|
|
|
|
Great West Life Assurance Co /can/
|
|
|
|
|
|
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF
|
|
|
|
|
|
IVE - iSHARES TRUST - iShares S&P 500 Value ETF
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
|
|
|
|
TLVAX - TIMOTHY PLAN - Timothy Large/Mid-Cap Value Fund Class A
|
|
|
|
|
|
Mirova
|
|
|
|
|
|
Sentry Investment Management Llc
|
|
|
|
|
|
Empirical Finance, LLC
|
|
|
|
|
|
Crestwood Advisors Group LLC
|
|
|
|
|
|
Retirement Systems of Alabama
|
|
|
|
|
|
Institutional Investment Strategy Fund
|
|
|
|
|
|
Sage Capital Advisors,llc
|
|
|
|
|
|
Minot DeBlois Advisors LLC
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
Securian Funds Trust - SFT Wellington Core Equity Fund Class 1
|
|
|
|
|
|
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
|
|
|
|
|
|
Thoroughbred Financial Services, Llc
|
|
|
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
|
|
|
|
|
Parallax Volatility Advisers, L.P.
|
|
|
|
|
|
Aurora Investment Counsel
|
|
|
|
|
|
Sl Advisors, Llc
|
|
|
|
|
|
Lansforsakringar Fondforvaltning AB (publ)
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
Reynders McVeigh Capital Management, LLC
|
|
|
|
|
|
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I
|
|
|
|
|
|
KNGAX - World Funds Trust - CBOE Vest S&P 500 Dividend Aristocrats Target Income Fund Class A Shares
|
|
|
|
|
|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
|
|
|
|
Level Four Advisory Services, Llc
|
|
|
|
|
|
Garner Asset Management Corp
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
|
|
|
|
Pollock Investment Advisors, LLC
|
|
|
|
|
|
Promus Capital, LLC
|
|
|
|
|
|
New York Life Investment Management Llc
|
|
|
|
|
|
Contravisory Investment Management, Inc.
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
Raab & Moskowitz Asset Management LLC
|
|
|
|
|
|
Taylor Frigon Capital Management LLC
|
|
|
|
|
|
Intact Investment Management Inc.
|
|
|
|
|
|
Meridian Wealth Management, LLC
|
|
|
|
|
|
Sanibel Captiva Trust Company, Inc.
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
MCF Advisors LLC
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
Landaas & Co /wi /adv
|
|
|
|
|
|
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
|
|
|
|
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
|
|
|
|
CAPE - DoubleLine ETF Trust - DoubleLine Shiller CAPE U.S. Equities ETF
|
|
|
|
|
|
Trueblood Wealth Management, LLC
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
Waterloo Capital, L.P.
|
|
|
|
|
|
ACIO - ETF Series Solutions - Aptus Collared Income Opportunity ETF
|
|
|
|
|
|
Financially Speaking Inc
|
|
|
|
|
|
Sierra Ocean, Llc
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
|
|
|
|
SIXL - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Low Beta Equity Strategy ETF
|
|
|
|
|
|
SlateStone Wealth, LLC
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
Chilton Capital Management Llc
|
|
|
|
|
|
Certior Financial Group, Llc
|
|
|
|
|
|
Elo Mutual Pension Insurance Co
|
|
|
|
|
|
RISEX - DOMINI INVESTMENT TRUST - Domini International Opportunities Fund Investor Shares
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
CWM Advisors, LLC
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
BLES - Northern Lights Fund Trust IV - Inspire Global Hope ETF
|
|
|
|
|
|
SNPD - DBX ETF TRUST - Xtrackers S&P ESG Dividend Aristocrats ETF
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
Kathmere Capital Management, LLC
|
|
|
|
|
|
PMEGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Mid-Cap Equity Growth Fund
|
|
|
|
|
|
Ossiam
|
|
|
|
|
|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
|
|
|
|
Cary Street Partner Investment Advisory Llc
|
|
|
|
|
|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
|
|
|
|
|
Northwestern Mutual Investment Management Company, Llc
|
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
|
Natixis
|
|
|
|
|
|
Penobscot Investment Management Company, Inc.
|
|
|
|
|
|
Lighthouse Investment Partners, LLC
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
Royal London Asset Management Ltd
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
Founders Financial Securities Llc
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
Westpac Banking Corp
|
|
|
|
|
|
NOSIX - Northern Funds - Northern Stock Index Fund
|
|
|
|
|
|
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
|
|
|
|
|
|
GCAEX - Gabelli Equity Series Funds Inc - The Gabelli Equity Income Fund Class A
|
|
|
|
|
|
Pettee Investors, Inc.
|
|
|
|
|
|
TPLE - TIMOTHY PLAN - Timothy Plan US Large/Mid Cap Core Enhanced ETF
|
|
|
|
|
|
XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF
|
|
|
|
|
|
Papp L Roy & Associates
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
Mbb Public Markets I Llc
|
|
|
|
|
|
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
|
|
|
|
|
|
ENDW - EA Series Trust - Cambria Endowment Style ETF
|
|
|
|
|
|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
|
|
|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
|
|
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Global Responsibility Equity Fund Class A
|
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WISEX - AZZAD FUNDS - Azzad Wise Capital Fund
|
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CFS Investment Advisory Services, LLC
|
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SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
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MTM Investment Management, LLC
|
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IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF
|
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|
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB
|
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|
Key FInancial Inc
|
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|
Hemenway Trust Co LLC
|
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KBC Group NV
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AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6
|
|
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|
Fox Run Management, L.l.c.
|
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CFLGX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Tactical Dividend Income Fund Class A
|
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Financial Perspectives, Inc
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Modern Wealth Management, LLC
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DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
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RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
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TrueMark Investments, LLC
|
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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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Johnson Investment Counsel Inc
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Security Financial Services, INC.
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QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
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Concurrent Investment Advisors, LLC
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ADME - ETF Series Solutions - Aptus Drawdown Managed Equity ETF
|
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Bessemer Group Inc
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Stephens Inc /ar/
|
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CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
|
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Birch Capital Management, LLC
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Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
|
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Two Sigma Investments, Lp
|
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BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
|
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Davy Global Fund Management Ltd
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Dorsey & Whitney Trust CO LLC
|
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IAVGX - Voya VARIABLE FUNDS - Voya Growth and Income Portfolio Class ADV
|
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|
Teacher Retirement System Of Texas
|
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Lido Advisors, LLC
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New Hampshire Trust
|
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Maryland State Retirement & Pension System
|
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SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F
|
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|
Zurcher Kantonalbank (Zurich Cantonalbank)
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Anfield Capital Management, LLC
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HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
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JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
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AdvisorNet Financial, Inc
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BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund
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Hunter Associates Investment Management Llc
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Cullen Investment Group, Ltd.
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Entropy Technologies, LP
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ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
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GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class
|
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Scopus Asset Management, L.p.
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Ironvine Capital Partners, LLC
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URTH - iShares, Inc. - iShares MSCI World ETF
|
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Pathstone Holdings, LLC
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IMCG - iSHARES TRUST - iShares Morningstar Mid-Cap Growth ETF
|
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|
Cullinan Associates Inc
|
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|
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio
|
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Nomura Holdings Inc
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Pictet Asset Management Holding SA
|
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VSTIX - VALIC Co I - Stock Index Fund
|
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True Wealth Design, LLC
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Centre Asset Management, LLC
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GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
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SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
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Gabelli Funds Llc
|
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QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
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JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
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Independence Bank of Kentucky
|
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GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
|
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Pinnacle Associates Ltd
|
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SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
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|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
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SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A
|
|
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Gen-Wealth Partners Inc
|
|
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|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
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|
Vident Advisory, LLC
|
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Resources Investment Advisors, LLC.
|
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FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
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|
GDIV - Harbor ETF Trust - Harbor Dividend Growth Leaders ETF
|
|
|
|
|
|
Puzo Michael J
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1
|
|
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|
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class
|
|
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|
|
Finley Financial, LLC
|
|
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|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
|
|
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|
Private Advisor Group, LLC
|
|
|
|
|
|
Pflug Koory, LLC
|
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|
Solidarilty Wealth, LLC
|
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|
|
Aspect Partners, LLC
|
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|
|
LVW Advisors, LLC
|
|
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|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
|
|
|
|
|
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
|
|
|
|
|
|
MIGFX - MASSACHUSETTS INVESTORS GROWTH STOCK FUND - Massachusetts Investors Growth Stock Fund A
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
|
|
|
|
AlphaCore Capital LLC
|
|
|
|
|
|
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
|
|
|
|
|
|
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
|
|
|
|
|
|
VVJEX - Voya EQUITY TRUST - Voya VACS Series MCV Fund
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
Frederick Financial Consultants, LLC
|
|
|
|
|
|
Twin Tree Management, LP
|
|
|
|
|
|
USS Investment Management Ltd
|
|
|
|
|
|
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A
|
|
|
|
|
|
STXG - EA Series Trust - Strive 1000 Growth ETF
|
|
|
|
|
|
RFG - Bristol Wealth Advisors, LLC
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
Alerus Financial Na
|
|
|
|
|
|
HCYAX - DIREXION FUNDS - HILTON TACTICAL INCOME FUND Investor Class
|
|
|
|
|
|
Bridges Investment Management Inc
|
|
|
|
|
|
HLAL - Listed Funds Trust - Wahed FTSE USA Shariah ETF
|
|
|
|
|
|
Adage Capital Partners Gp, L.l.c.
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
|
|
|
First Affirmative Financial Network
|
|
|
|
|
|
Rnc Capital Management Llc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
|
|
Ashton Thomas Private Wealth, LLC
|
|
|
|
|
|
Advisors Capital Management, LLC
|
|
|
|
|
|
Nordea Investment Management Ab
|
|
|
|
|
|
RPMGX - T. Rowe Price Mid-Cap Growth Fund, Inc. - T. Rowe Price Mid-Cap Growth Fund, Inc.
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares
|
|
|
|
|
|
Glass Jacobson Investment Advisors llc
|
|
|
|
|
|
Kfg Wealth Management, Llc
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
Covenant Asset Management, LLC
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
|
|
|
|
Ellevest, Inc.
|
|
|
|
|
|
VFMV - VANGUARD WELLINGTON FUND - Vanguard U.S. Minimum Volatility ETF ETF Shares
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
IAMOX - Voya VARIABLE PRODUCTS TRUST - Voya MidCap Opportunities Portfolio Class ADV
|
|
|
|
|
|
DLK Investment Management, LLC
|
|
|
|
|
|
Jlb & Associates Inc
|
|
|
|
|
|
Arete Wealth Advisors, LLC
|
|
|
|
|
|
QDIV - Global X Funds - Global X S&P 500 Quality Dividend ETF
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
POGAX - PUTNAM INVESTMENT FUNDS - Putnam Growth Opportunities Fund Class A Shares
|
|
|
|
|
|
Argyle Capital Management Inc.
|
|
|
|
|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
|
|
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
Foster Dykema Cabot & Partners, Llc
|
|
|
|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
|
|
|
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
Profunds - Profund Vp Consumer Goods
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF
|
|
|
|
|
|
Keel Point, LLC
|
|
|
|
|
|
Profunds - Profund Vp Bull
|
|
|
|
|
|
Tocqueville Asset Management L.p.
|
|
|
|
|
|
Impax Asset Management Group plc
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
IMC-Chicago, LLC
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
|
|
|
|
|
USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF
|
|
|
|
|
|
V-Square Quantitative Management LLC
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
|
|
|
|
CIPMX - Advisors' Inner Circle Fund II - CHAMPLAIN MID CAP FUND ADVISOR SHARES
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
Elevate Capital Advisors, LLC
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
Df Dent & Co Inc
|
|
|
|
|
|
CVSE - Morgan Stanley ETF Trust - Calvert US Select Equity ETF
|
|
|
|
|
|
Sovereign Financial Group, Inc.
|
|
|
|
|
|
BankPlus Trust Department
|
|
|
|
|
|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
|
|
|
|
|
Sherbrooke Park Advisers Llc
|
|
|
|
|
|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
Clear Street Markets Llc
|
|
|
|
|
|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
Field & Main Bank
|
|
|
|
|
|
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
Old National Bancorp /in/
|
|
|
|
|
|
Becker Capital Management Inc
|
|
|
|
|
|
Tax-managed Growth Portfolio - Tax-managed Growth Portfolio
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
Rockingstone Advisors LLC
|
|
|
|
|
|
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
|
|
|
|
|
Park Square Financial Group, LLC
|
|
|
|
|
|
1832 Asset Management L.P.
|
|
|
|
|
|
Atticus Wealth Management, Llc
|
|
|
|
|
|
DHAMX - Centre Funds - Centre American Select Equity Fund Investor Class
|
|
|
|
|
|
Canada Pension Plan Investment Board
|
|
|
|
|
|
Robertson Stephens Wealth Management, LLC
|
|
|
|
|
|
UPGD - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Raymond James SB-1 Equity ETF
|
|
|
|
|
|
Skandinaviska Enskilda Banken AB (publ)
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
Mizuho Markets Americas Llc
|
|
|
|
|
|
Stokes Family Office, LLC
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
|
|
ORG Wealth Partners, LLC
|
|
|
|
|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
|
|
|
|
Curio Wealth, Llc
|
|
|
|
|
|
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
Paradigm Asset Management Co Llc
|
|
|
|
|
|
Swedbank AB
|
|
|
|
|
|
DRDAX - TRUST FOR PROFESSIONAL MANAGERS - Dearborn Partners Rising Dividend Fund - Class A Shares
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
|
|
|
|
Portland Global Advisors LLC
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
TSMDX - Perpetual Americas Funds Trust - Trillium ESG Small/Mid Cap Fund Institutional Shares
|
|
|
|
|
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
Sone Capital Management, LLC
|
|
|
|
|
|
Koshinski Asset Management, Inc.
|
|
|
|
|
|
Dempze Nancy E
|
|
|
|
|
|
Brown, Lisle/cummings, Inc.
|
|
|
|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
TMDV - PROSHARES TRUST - ProShares Russell U.S. Dividend Growers ETF ProShares Russell US Dividend Growers ETF
|
|
|
|
|
|
Jmac Enterprises Llc
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
|
|
|
Delaney Dennis R
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
|
|
|
|
|
|
SPLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
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FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
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Mission Wealth Management, Lp
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Magnetar Financial LLC
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SHAPX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Appreciation Fund Class A
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Resona Asset Management Co.,Ltd.
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WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
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Ascent Group, LLC
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Norinchukin Bank, The
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Gotham Asset Management, LLC
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Guggenheim Capital Llc
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DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF
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Atom Investors LP
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Evelyn Partners Investment Management Services Ltd
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Norges Bank
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Red Tortoise LLC
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Assenagon Asset Management S.A.
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Segall Bryant & Hamill, Llc
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Moors & Cabot, Inc.
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Wetherby Asset Management Inc
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New Age Alpha Variable Funds Trust - NAA ALL CAP VALUE SERIES
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Banque Cantonale Vaudoise
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JNL SERIES TRUST - JNL/Mellon Consumers Staples Sector Fund (A)
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Wbh Advisory Inc
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DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
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USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
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Creekmur Asset Management LLC
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PUTNAM VARIABLE TRUST - Putnam VT Growth Opportunities Fund Class IA Shares
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Wallington Asset Management, LLC
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JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A)
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NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
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Hemington Wealth Management
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Oakworth Capital, Inc.
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Strategy Asset Managers Llc
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Cardinal Capital Management
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UniSuper Management Pty Ltd
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Glenmede Trust Co Na
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EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
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DiNuzzo Private Wealth, Inc.
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PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
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GAGAX - GAMCO GLOBAL SERIES FUNDS, INC - The Gabelli Global Rising Income and Dividend Fund CLASS A
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SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
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Howard Hughes Medical Institute
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Yousif Capital Management, Llc
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PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF
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NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
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Sunbelt Securities, Inc.
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Graham Capital Management, L.P.
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THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
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Bank Of Montreal /can/
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Westfield Capital Management Co Lp
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CNPIX - Profunds - Consumer Goods Ultrasector Profund Investor Class
|
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State of Tennessee, Treasury Department
|
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S.A. Mason LLC
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BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
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Portside Wealth Group, LLC
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Man Group plc
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STRV - EA Series Trust - Strive 500 ETF
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Onefund, Llc
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Neo Ivy Capital Management
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MFS VARIABLE INSURANCE TRUST II - MFS Global Growth Portfolio Initial Class
|
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IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV
|
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VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF
|
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Legacy Financial Strategies, LLC
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MASTERINVEST Kapitalanlage GmbH
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Global X Japan Co., Ltd.
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Westhampton Capital, LLC
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EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
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Hummer Financial Advisory Services Inc
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MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
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SJS Investment Consulting Inc.
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Adirondack Trust Co
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Dunhill Financial, LLC
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SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
|
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FTXG - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Nasdaq Food & Beverage ETF
|
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BI Asset Management Fondsmaeglerselskab A/S
|
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Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
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Boreal Capital Management LLC
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Canandaigua National Bank & Trust Co
|
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FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
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|
Empower Advisory Group, LLC
|
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Elefante Mark B
|
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MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
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Annis Gardner Whiting Capital Advisors, LLC
|
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PBMares Wealth Management LLC
|
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Spdr S&p 500 Etf Trust
|
|
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UGE - PROSHARES TRUST - ProShares Ultra Consumer Goods
|
|
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Thrivent Financial For Lutherans
|
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JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
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|
New Mexico Educational Retirement Board
|
|
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Joel Isaacson & Co., LLC
|
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|
Mn Services Vermogensbeheer B.V.
|
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|
Plato Investment Management Ltd
|
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|
LRI Investments, LLC
|
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Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
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|
Merit Financial Group, LLC
|
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Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
|
|
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|
Nissay Asset Management Corp /japan/ /adv
|
|
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|
JPME - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF
|
|
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|
Nfj Investment Group, Llc
|
|
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|
|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
|
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|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
IAFMX - RBB FUND, INC. - F/M INVESTMENTS LARGE CAP FOCUSED FUND Investor Shares
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF
|
|
|
|
|
|
SPUS - Tidal ETF Trust - SP Funds S&P 500 Sharia Industry Exclusions ETF
|
|
|
|
|
|
Chicago Capital, LLC
|
|
|
|
|
|
Korea Investment CORP
|
|
|
|
|
|
Lowe Wealth Advisors, LLC
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
Baldwin Brothers Inc/ma
|
|
|
|
|
|
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund
|
|
|
|
|
|
Wolff Wiese Magana Llc
|
|
|
|
|
|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
|
|
|
|
|
Sigma Planning Corp
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Massachusetts Investors Growth Stock Portfolio Initial Class
|
|
|
|
|
|
Chicago Partners Investment Group LLC
|
|
|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
SC&H Financial Advisors, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
SFG Wealth Management, LLC.
|
|
|
|
|
|
Perpetual Ltd
|
|
|
|
|
|
Apeiron RIA LLC
|
|
|
|
|
|
OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
|
|
|
|
|
Wsfs Capital Management, Llc
|
|
|
|
|
|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
|
|
|
|
|
Fidelity D & D Bancorp Inc
|
|
|
|
|
|
SDY - SPDR SERIES TRUST - SPDR(R) S&P(R) Dividend ETF
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
First Pacific Financial
|
|
|
|
|
|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
|
|
|
|
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
|
|
|
|
|
PAX Financial Group, LLC
|
|
|
|
|
|
Quest Partners LLC
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
Profunds - Profund Vp Ultrabull
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF
|
|
|
|
|
|
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF
|
|
|
|
|
|
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF
|
|
|
|
|
|
Glenview Trust Co
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
Bridge Creek Capital Management LLC
|
|
|
|
|
|
Toth Financial Advisory Corp
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
Hancock Whitney Corp
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
Saturna Capital CORP
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB
|
|
|
|
|
|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
|
|
|
|
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF
|
|
|
|
|
|
Parr Mcknight Wealth Management Group, Llc
|
|
|
|
|
|
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
Avanza Fonder AB
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Mid Cap Growth Fund Initial Class
|
|
|
|
|
|
Sienna Gestion
|
|
|
|
|
|
Bridgewater Associates, LP
|
|
|
|
|
|
Ameriflex Group, Inc.
|
|
|
|
|
|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
|
|
|
|
|
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
|
|
|
|
|
Evercore Wealth Management, LLC
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
HCR Wealth Advisors
|
|
|
|
|
|
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
|
|
|
Daiwa Securities Group Inc.
|
|
|
|
|
|
1 North Wealth Services Llc
|
|
|
|
|
|
Kingstone Capital Partners Texas, LLC
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
Coastal Bridge Advisors, LLC
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
Roberts Glore & Co Inc /il/
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
New Age Alpha Advisors, LLC
|
|
|
|
|
|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
Tradewinds Capital Management, LLC
|
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
Sumitomo Life Insurance Co
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
Salomon & Ludwin, LLC
|
|
|
|
|
|
Dogwood Wealth Management LLC
|
|
|
|
|
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
|
|
|
|
JHISX - JANUS ASPEN SERIES - Janus Henderson Global Sustainable Equity Portfolio Institutional Shares
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
Northwest & Ethical Investments L.P.
|
|
|
|
|
