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Asset Planning,Inc
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AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
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Northstar Asset Management Inc
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FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
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RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
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FSKGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies K6 Fund
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Atlantic Trust, LLC
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FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Capital Strength Portfolio Class I
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SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund
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Quarry LP
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PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I
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DNLDX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Active MidCap Fund Class A
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SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
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111 Capital
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Cigna Investments Inc /new
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EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
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BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF
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MML Series Investment Fund II - MML Equity Rotation Fund Class II
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FLCG - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Growth ETF
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Quest 10 Wealth Builders, Inc.
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First Financial Bankshares Inc
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BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional
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KMVAX - KIRR MARBACH PARTNERS FUNDS INC - Kirr, Marbach Partners Value Fund
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Synovus Financial Corp
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Avalon Trust Co
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Telos Capital Management, Inc.
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VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
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Farther Finance Advisors, LLC
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SPLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
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Beacon Pointe Advisors, LLC
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Panagora Asset Management Inc
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YANKCOM Partnership
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Nuveen Nasdaq 100 Dynamic Overwrite Fund
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Nuveen Core Equity Alpha Fund
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NEQIX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman U.S. Equity Impact Fund Institutional Class
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Merit Financial Group, LLC
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Rossby Financial, LCC
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GDLFX - FundVantage Trust - Gotham Defensive Long 500 Fund Institutional Class
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Sandler Capital Management
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Park Avenue Securities Llc
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Wellington Management Group Llp
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ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
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VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares
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SZNE - Pacer Funds Trust - Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF
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QGI2Q - VARIABLE INSURANCE PRODUCTS FUND III - Growth & Income Portfolio Initial Class
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Eastern Bank
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SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
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Money Concepts Capital Corp
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SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF
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Natixis Advisors, L.p.
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Boyd Watterson Asset Management Llc/oh
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RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
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SPHQ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Quality ETF
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Valued Wealth Advisors LLC
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Healthcare Of Ontario Pension Plan Trust Fund
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RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
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Hartford Financial Management Inc.
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SILVX - RBB FUND, INC. - SGI U.S. Large Cap Equity Fund Class I
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DUSL - Direxion Shares ETF Trust - Direxion Daily Industrials Bull 3X Shares
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Empirical Finance, LLC
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ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
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Brevan Howard Capital Management LP
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PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares
|
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Profunds - Profund Vp Large-cap Value
|
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Smartleaf Asset Management LLC
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Rialto Wealth Management, LLC
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APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
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Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
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HB Wealth Management, LLC
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Private Wealth Management Group, LLC
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Chesley Taft & Associates LLC
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ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
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EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
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Commonwealth Equity Services, Llc
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TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
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NorthRock Partners, LLC
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LPL Financial LLC
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Private Wealth Partners, LLC
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Siemens Fonds Invest GmbH
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DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF
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URTH - iShares, Inc. - iShares MSCI World ETF
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FLCC - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Core ETF
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Princeton Global Asset Management LLC
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TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
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Farmers & Merchants Trust Co of Chambersburg PA
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Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
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Bailard, Inc.
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Nuveen Multi-Asset Income Fund
|
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TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
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FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
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Baird Financial Group, Inc.
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Qtron Investments LLC
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AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
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Tiaa Trust, National Association
|
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Royal Bank Of Canada
|
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Adage Capital Partners Gp, L.l.c.
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Wealthfront Advisers Llc
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First Citizens Bank & Trust Co
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SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
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VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
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GSFP - Goldman Sachs ETF Trust - Goldman Sachs Future Planet Equity ETF
|
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FGLGX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Large Cap Stock Fund
|
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|
Prudential Financial Inc
|
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Silvercrest Asset Management Group Llc
|
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DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
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California State Teachers Retirement System
|
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Marquette Asset Management, LLC
|
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Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
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SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
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|
Dai-Ichi Life Insurance Company, Ltd
|
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|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
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|
Td Asset Management Inc
|
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|
Intact Investment Management Inc.
|
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FIW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Water ETF
|
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|
Banque Transatlantique SA
|
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XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
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|
National Pension Service
|
|
|
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|
Advisor OS, LLC
|
|
|
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|
Brown Brothers Harriman & Co
|
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|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
|
|
|
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|
Price T Rowe Associates Inc /md/
|
|
|
|
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|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
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|
Cornerstone Strategic Value Fund Inc
|
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|
Thrivent Core Funds - Thrivent Core Low Volatility Equity Fund
|
|
|
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|
|
Millstone Evans Group, LLC
|
|
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|
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|
Penobscot Investment Management Company, Inc.
|
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|
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares
|
|
|
|
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|
Centennial Bank/AR/
|
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|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
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|
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
Norinchukin Bank, The
|
|
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|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
Bellwether Advisors, LLC
|
|
|
|
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|
NZUS - SPDR SERIES TRUST - SPDR MSCI USA Climate Paris Aligned ETF
|
|
|
|
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|
Alliancebernstein L.p.
|
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|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
Strengthening Families & Communities, LLC
|
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|
|
|
|
Peoples Financial Services Corp.
|
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|
Newbridge Financial Services Group, Inc.
|
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|
FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I
|
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|
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|
Colonial Trust Co / SC
|
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|
Citizens Financial Group Inc/ri
|
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|
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
|
|
|
|
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|
BNY MELLON VARIABLE INVESTMENT FUND - Growth and Income Portfolio - Initial Shares
|
|
|
|
|
|
Acorn Creek Capital Llc
|
|
|
|
|
|
Douglass Winthrop Advisors, LLC
|
|
|
|
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|
Wolff Wiese Magana Llc
|
|
|
|
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|
ELCO Management Co., LLC
|
|
|
|
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|
Investors Research Corp
|
|
|
|
|
|
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
|
|
|
|
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|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
|
|
|
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|
Gabelli Funds Llc
|
|
|
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|
IDPIX - Profunds - Industrials Ultrasector Profund Investor Class
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
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|
IMANX - ALLIED ASSET ADVISORS FUNDS - Iman Fund Class K
|
|
|
|
|
|
High Note Wealth, LLC
|
|
|
|
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|
Kentucky Retirement Systems
|
|
|
|
|
|
TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class
|
|
|
|
|
|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
WQAUX - Ultimus Managers Trust - Westwood Quality AllCap Fund Ultra Shares
|
|
|
|
|
|
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
|
|
|
|
|
|
TRBCX - T. Rowe Price Blue Chip Growth Fund, Inc. - T. Rowe Price Blue Chip Growth Fund, Inc.
|
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|
|
|
|
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
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|
Wells Fargo & Company/mn
|
|
|
|
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|
EQ ADVISORS TRUST - EQ/AB Sustainable U.S. Thematic Portfolio Class K
|
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|
|
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|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
|
|
|
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|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
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|
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|
New York State Common Retirement Fund
|
|
|
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|
Bank Of America Corp /de/
|
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|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
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|
Stifel Financial Corp
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
BIAGX - Brown Advisory Funds - Brown Advisory Growth Equity Fund Investor Shares
|
|
|
|
|
|
Aspect Partners, LLC
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
INSAX - MUTUAL FUND SERIES TRUST - Catalyst Insider Buying Fund Class A
|
|
|
|
|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
|
|
|
IMCG - iSHARES TRUST - iShares Morningstar Mid-Cap Growth ETF
|
|
|
|
|
|
LOPP - Gabelli ETFs Trust - Gabelli Love Our Planet & People ETF
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
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|
Rakuten Securities, Inc.
|
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|
|
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|
DBOAX - BNY Mellon Investment Funds VI - BNY Mellon Balanced Opportunity Fund Class A
|
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|
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|
New England Capital Financial Advisors LLC
|
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|
Middleton & Co Inc/ma
|
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|
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|
BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
|
|
|
|
Plante Moran Financial Advisors, LLC
|
|
|
|
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|
First Bank & Trust
|
|
|
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|
Toronto Dominion Bank
|
|
|
|
|
|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
Cibc World Markets Corp
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Mid Cap Growth Fund Initial Class
|
|
|
|
|
|
RSPN - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Industrials ETF
|
|
|
|
|
|
Ostrum Asset Management
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
NXTI - Simplify Exchange Traded Funds - Simplify Next Intangible Core Index ETF
|
|
|
|
|
|
Curat Global, LLC
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
Graypoint LLC
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1
|
|
|
|
|
|
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund
|
|
|
|
|
|
First American Bank
|
|
|
|
|
|
McIlrath & Eck, LLC
|
|
|
|
|
|
PWS - Pacer Funds Trust - Pacer WealthShield ETF
|
|
|
|
|
|
Bull Street Advisors, LLC
|
|
|
|
|
|
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio
|
|
|
|
|
|
RPMGX - T. Rowe Price Mid-Cap Growth Fund, Inc. - T. Rowe Price Mid-Cap Growth Fund, Inc.
|
|
|
|
|
|
Resona Asset Management Co.,Ltd.
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
DTCAX - BNY Mellon Sustainable U.S. Equity Fund, Inc. - BNY Mellon Sustainable U.S. Equity Fund, Inc. Class A
|
|
|
|
|
|
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A
|
|
|
|
|
|
LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF
|
|
|
|
|
|
SATOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay A Portfolio Class 1
|
|
|
|
|
|
Nemes Rush Group LLC
|
|
|
|
|
|
Defender Capital, LLC.
|
|
|
|
|
|
Virginia Retirement Systems Et Al
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Large Cap Growth Fund Class I
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
Fairscale Capital, LLC
|
|
|
|
|
|
M&G Plc
|
|
|
|
|
|
SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF
|
|
|
|
|
|
IVE - iSHARES TRUST - iShares S&P 500 Value ETF
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Common Stock Portfolio Initial Class
|
|
|
|
|
|
BI Asset Management Fondsmaeglerselskab A/S
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
Avanza Fonder AB
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
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NULG - Nushares ETF Trust - Nuveen ESG Large-Cap Growth ETF
|
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|
Prelude Capital Management, Llc
|
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|
Ameritas Investment Partners, Inc.
|
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Cohen Klingenstein LLC
|
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CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
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|
BRYN MAWR TRUST Co
|
|
|
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|
Operose Advisors LLC
|
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|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
|
|
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|
Rathbone Brothers plc
|
|
|
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|
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares
|
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|
Lindbrook Capital, Llc
|
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Humankind Benefit Corp - Humankind US Stock ETF
|
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First National Trust Co
|
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|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
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DiNuzzo Private Wealth, Inc.
|
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SVTAX - Sei Institutional Managed Trust - Simt Global Managed Volatility Fund Class F
|
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|
AWTAX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Water Fund Class A
|
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MITTX - MASSACHUSETTS INVESTORS TRUST - Massachusetts Investors Trust A
|
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JAAGX - JANUS ASPEN SERIES - Janus Henderson Enterprise Portfolio Service Shares
|
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USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF
|
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Segment Wealth Management, LLC
|
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HQGO - Lattice Strategies Trust - Hartford US Quality Growth ETF
|
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Kentucky Retirement Systems Insurance Trust Fund
|
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QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
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ACVF - ETF Opportunities Trust - American Conservative Values ETF
|
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Old National Bancorp /in/
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JACDX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Global Environmental Opportunities Fund Class R6
|
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Alphinity Investment Management Pty Ltd
|
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Crossmark Global Holdings, Inc.
|
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PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
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Atlas Capital Advisors Llc
|
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MorganRosel Wealth Management, LLC
|
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EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
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Tompkins Financial Corp
|
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La Banque Postale Asset Management SA
|
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MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
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Standard Life Aberdeen plc
|
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Segall Bryant & Hamill, Llc
|
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Sequoia Financial Advisors, LLC
|
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Kilter Group LLC
|
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|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
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Citizens Business Bank
|
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|
Meixler Investment Management, Ltd.
|
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FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund
|
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|
Hemington Wealth Management
|
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Tredje AP-fonden
|
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Squarepoint Ops LLC
|
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RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
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Nissay Asset Management Corp /japan/ /adv
|
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Profunds - Profund Vp Ultrabull
|
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Zrc Wealth Management, Llc
|
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SBI Securities Co., Ltd.
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SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
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SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
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Alpha Omega Wealth Management LLC
|
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Foresight Group Ltd Liability Partnership
|
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Modera Wealth Management, LLC
|
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NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K
|
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EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
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HUSV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Domestic ETF
|
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|
Harbour Investments, Inc.
|
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Pinnacle Bancorp, Inc.
|
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FFTYX - AB CAP FUND, INC. - AB FlexFee US Thematic Portfolio Advisor Class
|
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|
FTCS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Capital Strength ETF
|
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|
GCCHX - GMO TRUST - GMO Climate Change Fund Class III
|
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First United Bank Trust/
|
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Atlantic Union Bankshares Corp
|
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|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
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|
QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares
|
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SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
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|
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|
Oregon Public Employees Retirement Fund
|
|
|
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|
Geode Capital Management, Llc
|
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IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I
|
|
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|
Centiva Capital, LP
|
|
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|
Guggenheim Capital Llc
|
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|
True Wealth Design, LLC
|
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|
Raymond James Financial Inc
|
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|
Tower Bridge Advisors
|
|
|
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|
DHJJ Financial Advisors, Ltd.
|
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AQLT - iSHARES TRUST - iShares MSCI Global Quality Factor ETF
|
|
|
|
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|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
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|
|
Grove Bank & Trust
|
|
|
|
|
|
ASR Vermogensbeheer N.V.
|
|
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|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
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|
PACIFIC SELECT FUND - Large-Cap Value Portfolio Class I
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON AB Relative Value Portfolio
|
|
|
|
|
|
QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares
|
|
|
|
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|
Capital International Investors
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Mid Cap Value Fund Class
|
|
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|
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|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
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|
|
CX Institutional
|
|
|
|
|
|
Atlantic Edge Private Wealth Management, LLC
|
|
|
|
|
|
GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF
|
|
|
|
|
|
Aviso Financial Inc.
|
|
|
|
|
|
Schubert & Co
|
|
|
|
|
|
USRAX - Horizon Funds - Horizon Defensive Multi-Factor Fund Investor Class
|
|
|
|
|
|
FDETX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Capital Development Fund Class O
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
Bank of Jackson Hole Trust
|
|
|
|
|
|
HSAFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Allocation Fund
|
|
|
|
|
|
NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
Chicago Partners Investment Group LLC
|
|
|
|
|
|
Loomis Sayles & Co L P
|
|
|
|
|
|
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
|
|
|
|
|
Oversea-Chinese Banking CORP Ltd
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
RKCIX - TRUST FOR PROFESSIONAL MANAGERS - Rockefeller Climate Solutions Fund - Institutional Class Shares
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
Insigneo Advisory Services, Llc
|
|
|
|
|
|
Davis R M Inc
|
|
|
|
|
|
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund
|
|
|
|
|
|
TBLU - Managed Portfolio Series - Tortoise Global Water ESG Fund
|
|
|
|
|
|
Renaissance Investment Group LLC
|
|
|
|
|
|
Caldwell Securities, Inc
|
|
|
|
|
|
QGRO - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Growth ETF
|
|
|
|
|
|
CGC Financial Services, LLC
|
|
|
|
|
|
DREVX - BNY Mellon Large Cap Securities Fund, Inc. - BNY Mellon Large Cap Securities Fund, Inc.
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
Pinney & Scofield, Inc.
|
|
|
|
|
|
Heritage Trust Co
|
|
|
|
|
|
Proffitt & Goodson Inc
|
|
|
|
|
|
CIPTX - Advisors' Inner Circle Fund II - CHAMPLAIN STRATEGIC FOCUS FUND Institutional Shares
|
|
|
|
|
|
HLAL - Listed Funds Trust - Wahed FTSE USA Shariah ETF
|
|
|
|
|
|
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class
|
|
|
|
|
|
CSIEX - CALVERT SOCIAL INVESTMENT FUND - Calvert Equity Fund Class A
|
|
|
|
|
|
Swedbank AB
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
Guggenheim Strategic Opportunities Fund
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
CenterBook Partners LP
|
|
|
|
|
|
Public Sector Pension Investment Board
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
PHO - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Water Resources ETF
|
|
|
|
|
|
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
|
|
|
|
|
Lummis Asset Management, LP
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
DEMZ - Advisors' Inner Circle Fund III - DEMZ POLITICAL CONTRIBUTIONS ETF
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
DecisionPoint Financial, LLC
|
|
|
|
|
|
JMID - Janus Detroit Street Trust - Janus Henderson Mid Cap Growth Alpha ETF
|
|
|
|
|
|
Ameliora Wealth Management Ltd.
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
|
|
|
|
|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
|
|
|
Keeley-Teton Advisors, LLC
|
|
|
|
|
|
Congress Wealth Management LLC / DE /
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF
|
|
|
|
|
|
City Holding Co
|
|
|
|
|
|
FDEGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies Fund
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
Vinva Investment Management Ltd
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
|
|
|
|
|
|
Nwam Llc
|
|
|
|
|
|
CZA - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Zacks Mid-Cap ETF
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
Searle & Co.
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
NOSIX - Northern Funds - Northern Stock Index Fund
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
Raleigh Capital Management Inc.
|
|
|
|
|
|
STFGX - Advisers Investment Trust - State Farm Growth Fund
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
TGPEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Impact Equity Fund
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
Riggs Asset Managment Co. Inc.
|
|
|
|
|
|
Spears Abacus Advisors LLC
|
|
|
|
|
|
FEKFX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income K6 Fund
|
|
|
|
|
|
FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund
|
|
|
|
|
|
David Wealth Management LLC
|
|
|
|
|
|
Evelyn Partners Investment Management Services Ltd
|
|
|
|
|
|
Aviva Plc
|
|
|
|
|
|
Delta Asset Management Llc/tn
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
Weil Company, Inc.
|
|
|
|
|
|
LS Investment Advisors, LLC
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
|
|
|
|
|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
|
|
|
|
Compagnie Lombard Odier SCmA
|
|
|
|
|
|
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
|
|
|
|
JAEDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Blue Chip Growth Trust NAV
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
Brown, Lisle/cummings, Inc.
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
Blume Capital Management, Inc.
|
|
|
|
|
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
Meyer Handelman Co
|
|
|
|
|
|
Corundum Group, Inc.
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
|
|
|
|
|
MQS Management LLC
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
JSTC - Tidal ETF Trust - Adasina Social Justice All Cap Global ETF
|
|
|
|
|
|
WealthPlan Investment Management, LLC
|
|
|
|
|
|
NEXTX - SHELTON FUNDS - Shelton Green Alpha Fund
|
|
|
|
|
|
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
|
|
|
|
|
Picton Mahoney Asset Management
|
|
|
|
|
|
Johnson Financial Group, Inc.
|
|
|
|
|
|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
|
|
|
|
|
Forsta Ap-fonden
|
|
|
|
|
|
IJMAX - Voya PARTNERS INC - VY(R) JPMorgan Mid Cap Value Portfolio Class ADV
|
|
|
|
|
|
FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund
|
|
|
|
|
|
Sanibel Captiva Trust Company, Inc.
|
|
|
|
|
|
Peapack Gladstone Financial Corp
|
|
|
|
|
|
FDWM - FIDELITY COVINGTON TRUST - Fidelity Women's Leadership ETF
|
|
|
|
|
|
VestGen Advisors, LLC
|
|
|
|
|
|
MTCGX - M FUND INC - M Large Cap Growth Fund
|
|
|
|
|
|
Douglas Lane & Associates, LLC
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
PIO - Invesco Exchange-Traded Fund Trust II - Invesco Global Water ETF
|
|
|
|
|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
|
|
|
|
|
Clearbridge Investments, LLC
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
Atom Investors LP
|
|
|
|
|
|
Crestwood Advisors Group LLC
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
|
|
|
|
Salomon & Ludwin, LLC
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Global Responsibility Equity Fund Class A
|
|
|
|
|
|
Axq Capital, Lp
|
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Applied Finance Capital Management, LLC
|
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FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund
|
|
|
|
|
|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
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|
PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A
|
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|
WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio
|
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VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF
|
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We Are One Seven, LLC
|
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GWM Advisors LLC
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Sowell Financial Services LLC
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Buckingham Strategic Partners
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BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
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|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1
|
|
|
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|
Ecofi Investissements Sa
|
|
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NFRA - FlexShares Trust - FlexShares STOXX Global Broad Infrastructure Index Fund
|
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|
Hopwood Financial Services, Inc.
|
|
|
|
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SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
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|
Badgley Phelps Wealth Managers, LLC
|
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IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF
|
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Sargent Investment Group, LLC
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DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
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TCHP - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Blue Chip Growth ETF
|
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2
|
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|
Renaissance Technologies Llc
|
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Tortoise Investment Management, LLC
|
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Point72 (DIFC) Ltd
|
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Nia Impact Advisors, Llc
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Empowered Funds, LLC
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RKL Wealth Management LLC
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FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
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|
|
|
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
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HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF
|
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FLQM - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Mid Cap Equity ETF
|
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Mesirow Financial Investment Management, Inc.
|
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SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
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Sachetta, LLC
|
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SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
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S&co Inc
|
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Optimum Investment Advisors
|
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Pictet Asset Management Holding SA
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DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
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Hoey Investments, Inc
|
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J.w. Cole Advisors, Inc.
|
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VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
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Vise Technologies, Inc.
|
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Albion Financial Group /ut
|
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HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
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Promus Capital, LLC
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Fisher Asset Management, LLC
|
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Meeder Advisory Services, Inc.
|
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Binnacle Investments Inc
|
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Prestige Wealth Management Group LLC
|
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OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio
|
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|
NMUAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Multi-Cap Opportunities Fund Class A
|
|
|
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|
Noble Wealth Management PBC
|
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ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF
|
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|
ITRAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Capital Appreciation Portfolio Class ADV
|
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|
SWAN Capital LLC
|
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|
V-Square Quantitative Management LLC
|
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Liberty Capital Management, Inc.
|
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Candriam Luxembourg S.C.A.
|
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Exchange Traded Concepts, Llc
|
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Financial Connections Group, Inc.
|
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CLSUX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Sustainability Leaders Fund Class A
|
|
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|
|
VOOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Growth Index Fund ETF Shares
|
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|
Duncker Streett & Co Inc
|
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|
Symphony Financial, Ltd. Co.
|
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|
Garrison Point Advisors, Llc
|
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|
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF
|
|
|
|
|
|
Voleon Capital Management Lp
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Blue Chip Growth Fund Initial Class
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A
|
|
|
|
|
|
FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF
|
|
|
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|
ORG Wealth Partners, LLC
|
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Nomura Asset Management Co Ltd
|
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Dfa Investment Trust Co - The U.s. Large Cap Value Series
|
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|
Los Angeles Capital Management Llc
|
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UXI - PROSHARES TRUST - ProShares Ultra Industrials
|
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|
Diversified Trust Co
|
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|
Oddo Bhf Asset Management Sas
|
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ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
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|
Teacher Retirement System Of Texas
|
|
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|
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|
VINAX - VANGUARD WORLD FUND - Vanguard Industrials Index Fund Admiral Shares
|
|
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|
B. Metzler seel. Sohn & Co. AG
|
|
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|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
|
|
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|
PRAXIS FUNDS - Praxis Impact Large Cap Growth ETF
|
|
|
|
|
|
Hall Laurie J Trustee
|
|
|
|
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|
National Bank Of Canada /fi/
|
|
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|
|
|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
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|
BNY MELLON SUSTAINABLE U.S. EQUITY PORTFOLIO, INC. - BNY Mellon Sustainable U.S. Equity Portfolio, Inc. - Initial Shares
|
|
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|
1st Source Bank
|
|
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|
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|
SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1
|
|
|
|
|
|
Knights of Columbus Asset Advisors LLC
|
|
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|
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|
Mount Yale Investment Advisors, LLC
|
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|
Truist Financial Corp
|
|
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|
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|
Royal London Asset Management Ltd
|
|
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|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
Piscataqua Savings Bank
|
|
|
|
|
|
Andra AP-fonden
|
|
|
|
|
|
Thompson Investment Management, Inc.
|
|
|
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|
Northwestern Mutual Investment Management Company, Llc
|
|
|
|
|
|
PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF
|
|
|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
TMFE - RBB FUND, INC. - Motley Fool Capital Efficiency 100 Index ETF
|
|
|
|
|
|
NUMG - Nushares ETF Trust - Nuveen ESG Mid-Cap Growth ETF
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
|
|
|
|
|
Advanced Series Trust - Ast Advanced Strategies Portfolio
|
|
|
|
|
|
Massachusetts Financial Services Co /ma/
|
|
|
|
|
|
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
YHB Investment Advisors, Inc.
|
|
|
|
|
|
Cheviot Value Management, LLC
|
|
|
|
|
|
HSGFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Growth Fund
|
|
|
|
|
|
CSD - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P Spin-Off ETF
|
|
|
|
|
|
KBIWX - Advisors' Inner Circle Fund III - KBI GLOBAL INVESTORS AQUARIUS FUND Institutional Shares
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
FSLEX - FIDELITY SELECT PORTFOLIOS - Environment and Alternative Energy Portfolio
|
|
|
|
|
|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF
|
|
|
|
|
|
Entropy Technologies, LP
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
Reynders McVeigh Capital Management, LLC
|
|
|
|
|
|
Foster Dykema Cabot & Partners, Llc
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
|
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
Creative Capital Management Investments LLC
|
|
|
|
|
|
BASG - Advisors' Inner Circle Fund III - BROWN ADVISORY SUSTAINABLE GROWTH ETF
|
|
|
|
|
|
Lincoln Capital LLC
|
|
|
|
|
|
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
Pallas Capital Advisors LLC
|
|
|
|
|
|
Bragg Financial Advisors, Inc
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
SPMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Momentum ETF
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
Evolution Wealth Management Inc.
|
|
|
|
|
|
AWPAX - AB SUSTAINABLE INTERNATIONAL THEMATIC FUND INC - AB SUSTAINABLE INTERNATIONAL THEMATIC FUND, INC. Class A
|
|
|
|
|
|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
|
|
|
|
|
Scientech Research LLC
|
|
|
|
|
|
Ridgewood Investments LLC
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
Woodmont Investment Counsel Llc
|
|
|
|
|
|
DEUTSCHE DWS VARIABLE SERIES I - DWS Core Equity VIP Class A
|
|
|
|
|
|
Capital Investment Services of America, Inc.
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
Rafferty Asset Management, LLC
|
|
|
|
|
|
Marble Harbor Investment Counsel, LLC
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
Natixis
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
|
|
|
|
Engineers Gate Manager LP
|
|
|
|
|
|
Lighthouse Investment Partners, LLC
|
|
|
|
|
|
SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares
|
|
|
|
|
|
Harbor Asset Planning, Inc.
|
|
|
|
|
|
Generali Asset Management SPA SGR
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A)
|
|
|
|
|
|
SNPG - DBX ETF TRUST - Xtrackers S&P 500 Growth ESG ETF
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Thematic Growth Portfolio Class A
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
|
|
|
FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
|
|
|
|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Strategic Large Cap Core VIP Fund
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Socially Responsible Fund Class I
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Mid-cap Growth Fund (a)
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
SUSA - iSHARES TRUST - iShares MSCI USA ESG Select ETF
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
|
Y-Intercept (Hong Kong) Ltd
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class
|
|
|
|
|
|
Focus Financial Network, Inc.
|
|
|
|
|
|
Suvretta Capital Management, Llc
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
Trifecta Capital Advisors, LLC
|
|
|
|
|
|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
Richardson Financial Services Inc.
|
|
|
|
|
|
FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class
|
|
|
|
|
|
JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Fund (I)
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
|
|
|
|
|
Independence Bank of Kentucky
|
|
|
|
|
|
Humankind Investments LLC
|
|
|
|
|
|
HFR Wealth Management, LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Janus Mid-Cap Growth VP Initial
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
SlateStone Wealth, LLC
|
|
|
|
|
|
Metis Global Partners, LLC
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
Mendel Money Management
|
|
|
|
|
|
Sittner & Nelson, Llc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Equity Fund (I)
|
|
|
|
|
|
Birch Capital Management, LLC
|
|
|
|
|
|
Neville Rodie & Shaw Inc
|
|
|
|
|
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
|
|
|
|
|
Boit C F David
|
|
|
|
|
|
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
|
|
|
|
|
Boston Trust Walden Corp
|
|
|
|
|
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
|
|
|
|
|
Pineridge Advisors LLC
|
|
|
|
|
|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
|
|
|
VCGAX - VALIC Co I - Growth & Income Fund
|
|
|
|
|
|
Welch & Forbes Llc
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
Battery Global Advisors, LLC
|
|
|
|
|
|
Oliver Lagore Vanvalin Investment Group
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
Terra Alpha Investments LLC
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
QBDSX - Advisors Preferred Trust - Quantified Managed Income Fund Investor Class Shares
|
|
|
|
|
|
Marshall Wace, Llp
|
|
|
|
|
|
GEIZX - GuideStone Funds - Growth Equity Index Fund Investor
|
|
|
|
|
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CAPROCK Group, Inc.
|
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|
Coldstream Capital Management Inc
|
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|
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
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|
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|
Canada Pension Plan Investment Board
|
|
|
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|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
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|
|
SPUS - Tidal ETF Trust - SP Funds S&P 500 Sharia Industry Exclusions ETF
|
|
|
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|
|
Qrg Capital Management, Inc.
|
|
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SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
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|
Fred Alger Management, Llc
|
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MFS VARIABLE INSURANCE TRUST - MFS Investors Trust Series Initial Class
|
|
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|
APG Asset Management N.V.
|
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|
Ameritas Advisory Services, LLC
|
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|
Vestmark Advisory Solutions, Inc.
|
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|
Institutional Investment Strategy Fund
|
|
|
|
|
|
VMGIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Growth Index Fund Investor Shares
|
|
|
|
|
|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF
|
|
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|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
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|
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|
Dunhill Financial, LLC
|
|
|
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|
Clear Street Markets Llc
|
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PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares
|
|
|
|
|
|
Ferguson Wellman Capital Management, Inc
|
|
|
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|
Rothschild Investment Llc
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class
|
|
|
|
|
|
DFDMX - FORUM FUNDS - DF Dent Midcap Growth Fund Investor Shares
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
|
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|
CFWAX - CALVERT IMPACT FUND INC - Calvert Global Water Fund Class A
|
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|
Apollon Wealth Management, LLC
|
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|
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|
Park Square Financial Group, LLC
|
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FMDE - FIDELITY COVINGTON TRUST - Fidelity Enhanced Mid Cap ETF
|
|
|
|
|
|
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
|
|
|
|
|
Bangor Savings Bank
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
QLMVIX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Large Cap Value Portfolio Class I
|
|
|
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|
Parallel Advisors, LLC
|
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|
|
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|
Umb Bank N A/mo
|
|
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MTM Investment Management, LLC
|
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FEQIX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income Fund
|
|
|
|
|
|
Perkins Coie Trust Co
|
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|
Quantinno Capital Management LP
|
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|
Garde Capital, Inc.
|
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Teachers Retirement System Of The State Of Kentucky
|
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|
MXLGX - GREAT-WEST FUNDS INC - Great-West Large Cap Growth Fund Investor Class
|
|
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|
Profunds - Profund Vp Large-cap Growth
|
|
|
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|
|
SRS Capital Advisors, Inc.
|
|
|
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|
PFS Partners, LLC
|
|
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|
|
FSCS - FIRST TRUST EXCHANGE-TRADED FUND VI - Mid Cap US Equity Select ETF
|
|
|
|
|
|
BlackRock ETF Trust - Blackrock Future U.S. Themes ETF
|
|
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|
|
MXMGX - GREAT-WEST FUNDS INC - Great-West T. Rowe Price Mid Cap Growth Fund Investor Class
|
|
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|
Integrated Advisors Network LLC
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
MGNDX - PRAXIS MUTUAL FUNDS - Praxis Growth Index Fund Class A
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
|
|
|
|
BKDV - BNY Mellon ETF Trust II - BNY Mellon Dynamic Value ETF
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
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|
Axa S.a.
|
|
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TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
VIGRX - VANGUARD INDEX FUNDS - Vanguard Growth Index Fund Investor Shares
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
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|
|
Beaird Harris Wealth Management, LLC
|
|
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|
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|
Cullen Capital Management, LLC
|
|
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|
Essex Financial Services, Inc.
|
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YALL - Tidal ETF Trust - God Bless America ETF
|
|
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|
Cwm, Llc
|
|
|
|
|
|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
FMCE - Northern Lights Fund Trust IV - FM Compounders Equity ETF
|
|
|
|
|
|
EVX - VanEck Vectors ETF Trust - VanEck Vectors Environmental Services ETF
|
|
|
|
|
|
USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF
|
|
|
|
|
|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
|
|
|
|
|
|
PTL - Northern Lights Fund Trust IV - Inspire 500 ETF
|
|
|
|
|
|
Centaurus Financial, Inc.
|
|
|
|
|
|
Beacon Investment Advisory Services, Inc.
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
|
|
|
|
|
DFDPX - FORUM FUNDS - DF Dent Premier Growth Fund
|
|
|
|
|
|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF
|
|
|
|
|
|
PFGRX - Victory Portfolios IV - Victory Pioneer Fundamental Growth Fund Class R
|
|
|
|
|
|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
|
|
|
|
|
FCLKX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock K6 Fund
|
|
|
|
|
|
Jump Financial, LLC
|
|
|
|
|
|
De Burlo Group Inc
|
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
RFG Advisory, LLC
|
|
|
|
|
|
Eagle Capital Growth Fund, Inc.
|
|
|
|
|
|
CABDX - AB RELATIVE VALUE FUND, INC. - AB RELATIVE VALUE FUND, INC. Class A
|
|
|
|
|
|
Azzad Asset Management Inc /adv
|
|
|
|
|
|
North Ridge Wealth Advisors, Inc.
|
|
|
|
|
|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P
|
|
|
|
|
|
CBOE Vest Financial, LLC
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
ESGMX - Natixis Funds Trust I - Mirova Global Sustainable Equity Fund Class A
|
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
|
|
|
|
|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
|
|
|
|
Addison Advisors LLC
|
|
|
|
|
|
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB
|
|
|
|
|
|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
|
|
|
|
|
ESGEX - Capitol Series Trust - Reynders, McVeigh Core Equity Fund Institutional Shares
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
|
|
|
|
Gates Capital Management, Inc.
|
|
|
|
|
|
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV
|
|
|
|
|
|
VMSGX - VALIC Co I - Mid Cap Strategic Growth Fund
|
|
|
|
|
|
Glen Eagle Advisors, LLC
|
|
|
|
|
|
State of Wyoming
|
|
|
|
|
|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
|
|
|
|
ALTFX - AB SUSTAINABLE GLOBAL THEMATIC FUND, INC. - AB SUSTAINABLE GLOBAL THEMATIC FUND, INC. Class A
|
|
|
|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
KOMP - SPDR SERIES TRUST - SPDR S&P Kensho New Economies Composite ETF
|
|
|
|
|
|
S-Bank Fund Management Ltd
|
|
|
|
|
|
NEOS Investment Management LLC
|
|
|
|
|
|
West Oak Capital, LLC
|
|
|
|
|
|
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
|
|
|
|
Grantham, Mayo, Van Otterloo & Co. LLC
|
|
|
|
|
|
RMB Capital Management, LLC
|
|
|
|
|
|
NorthCrest Asset Manangement, LLC
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
Breakwater Investment Management
|
|
|
|
|
|
Ameriflex Group, Inc.
|
|
|
|
|
|
Heritage Wealth Advisors
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3
|
|
|
|
|
|
QAACX - Federated MDT Series - Federated MDT All Cap Core Fund Class A Shares
|
|
|
|
|
|
GLNAX - MFS SERIES TRUST IV - MFS Global New Discovery Fund A
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
Barrett & Company, Inc.
|
|
|
|
|
|
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
|
|
|
|
|
Spdr S&p 500 Etf Trust
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
|
|
|
|
|
|
Great Lakes Advisors, Llc
|
|
|
|
|
|
Verdence Capital Advisors LLC
|
|
|
|
|
|
Alerus Financial Na
|
|
|
|
|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
|
|
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
|
|
CIPMX - Advisors' Inner Circle Fund II - CHAMPLAIN MID CAP FUND ADVISOR SHARES
|
|
|
|
|
|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1
|
|
|
|
|
|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
|
|
|
|
|
FSTRX - Federated Adviser Series - Federated MDT Large Cap Value Fund Class A Shares
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
WBALX - WEITZ FUNDS - Balanced Fund - Investor Class
|
|
|
|
|
|
Vontobel Holding Ltd.
|
|
|
|
|
|
Centricity Wealth Management, LLC
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
Scarborough Advisors, LLC
|
|
|
|
|
|
Armstrong Advisory Group, Inc
|
|
|
|
|
|
VSTIX - VALIC Co I - Stock Index Fund
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
Everence Capital Management Inc
|
|
|
|
|
|
PACIFIC SELECT FUND - Mid-Cap Growth Portfolio Class I
|
|
|
|
|
|
JAENX - JANUS INVESTMENT FUND - Janus Henderson Enterprise Fund Class T
|
|
|
|
|
|
Glass Jacobson Investment Advisors llc
|
|
|
|
|
|
Phoenix Holdings Ltd.
|
|
|
|
|
|
Credential Qtrade Securities Inc.
|
|
|
|
|
|
Ag2r La Mondiale Gestion D'actifs
|
|
|
|
|
|
Northwest Capital Management Inc
|
|
|
|
|
|
Retirement Systems of Alabama
|
|
|
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
|
|
|
|
|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
|
|
|
|
Main Street Group, LTD
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
Global Trust Asset Management, LLC
|
|
|
|
|
|
Baldwin Investment Management, LLC
|
|
|
|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
|
|
|
Union Bancaire Privee, UBP SA
|
|
|
|
|
|
Daiwa Securities Group Inc.
|
|
|
|
|
|
Grandfield & Dodd, Llc
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
Mufg Securities Americas Inc.
|
|
|
|
|
|
ALTL - Pacer Funds Trust - Pacer Lunt Large Cap Alternator ETF
|
|
|
|
|
|
Profunds - Profund Vp Bull
|
|
|
|
|
|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
|
|
GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class
|
|
|
|
|
|
Handelsbanken Fonder AB
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
DLQAX - BNY Mellon Investment Funds V, Inc. - BNY Mellon Large Cap Equity Fund Class A
|
|
|
|
|
|
Evoke Wealth, Llc
|
|
|
|
|
|
DWAFX - Arrow Investments Trust - ARROW DWA BALANCED FUND CLASS A SHARES
|
|
|
|
|
|
Machina Capital S.a.s.
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
PGRNX - PAX WORLD FUNDS SERIES TRUST I - Pax Global Environmental Markets Fund Investor Class
|
|
|
|
|
|
Evermay Wealth Management Llc
|
|
|
|
|
|
Evelyn Partners Investment Management (Europe) Ltd
|
|
|
|
|
|
Voya Financial Advisors, Inc.
|
|
|
|
|
|
Sky Investment Group LLC
|
|
|
|
|
|
SPYG - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Growth ETF
|
|
|
|
|
|
Bellevue Asset Management, Llc
|
|
|
|
|
|
SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A
|
|
|
|
|
|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
|
Rakuten Investment Management, Inc.
|
|
|
|
|
|
MEFAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid Cap Growth Fund Class A
|
|
|
|
|
|
Czech National Bank
|
|
|
|
|
|
Bnp Paribas
|
|
|
|
|
|
FCAJX - FIDELITY SUMMER STREET TRUST - Fidelity Climate Action Fund Fidelity Advisor Climate Action Fund: Class A
|
|
|
|
|
|
Canada Post Corp Registered Pension Plan
|
|
|
|
|
|
Steigerwald, Gordon & Koch Inc.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
Costello Asset Management, INC
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
Security National Bank Of So Dak
|
|
|
|
|
|
Howland Capital Management Llc
|
|
|
|
|
|
DUHP - Dimensional ETF Trust - Dimensional US High Profitability ETF
|
|
|
|
|
|
Empire Life Investments Inc.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
CVSE - Morgan Stanley ETF Trust - Calvert US Select Equity ETF
|
|
|
|
|
|
Valley National Advisers Inc
|
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
|
Capital Advisors Inc/ok
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
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Pitcairn Co
|
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QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
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Nbt Bank N A /ny
|
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Pensionmark Financial Group, Llc
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Penserra Capital Management LLC
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Thematics Asset Management
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J.P. Marvel Investment Advisors, LLC
|
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USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
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PRAXIS FUNDS - Praxis Impact Large Cap Value ETF
|
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TMFX - RBB FUND, INC. - Motley Fool Next Index ETF
|
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|
CoreFirst Bank & Trust
|
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ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio
|
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THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
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|
King Luther Capital Management Corp
|
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Advisors Capital Management, LLC
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JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A
|
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Rudius Management LP
|
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SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
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GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
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Texas Permanent School Fund
|
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Baker Chad R
|
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Fiduciary Trust Co
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QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
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Raiffeisen Bank International AG
|
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KSEA - Krane Shares Trust - KraneShares Rockefeller Ocean Engagement ETF
|
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MCF Advisors LLC
|
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Legal & General Group Plc
|
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FMDGX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Growth Index Fund
|
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SageView Advisory Group, LLC
|
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OCFS - PROFESSIONALLY MANAGED PORTFOLIOS - Otter Creek Focus Strategy ETF
|
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Guardian Variable Products Trust - Guardian Growth & Income VIP Fund
|
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GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF
|
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MVSRX - Manager Directed Portfolios - Mar Vista Strategic Growth Fund Retirement Shares
|
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Roundview Capital LLC
|
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Bogart Wealth, LLC
|
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TPLGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Core Growth Fund
|
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EXI - iSHARES TRUST - iShares Global Industrials ETF
|
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Mission Wealth Management, Lp
|
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VCBCX - VALIC Co I - Blue Chip Growth Fund
|
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Atticus Wealth Management, Llc
|
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IYJ - iSHARES TRUST - iShares U.S. Industrials ETF
|
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NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
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Securian Funds Trust - SFT Index 500 Fund Class 1
|
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IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
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Bare Financial Services, Inc
|
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Td Private Client Wealth Llc
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FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares
|
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Susquehanna Portfolio Strategies, LLC
|
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Whittier Trust Co
|
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UPGR - DBX ETF TRUST - Xtrackers US Green Infrastructure Select Equity ETF
|
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Securian Asset Management, Inc
|
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PENN SERIES FUNDS INC - Flexibly Managed Fund
|
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Deseret Mutual Benefit Administrators
|
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DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
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Hilltop Holdings Inc.
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PALCX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Allocation Fund Class C
|
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QAAAJX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Blue Chip Growth Portfolio
|
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Kestra Advisory Services, LLC
|
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First Financial Corp /in/
|
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DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Growth Portfolio Institutional Class
|
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GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
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SINAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Large Cap Value Fund Class A
|
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GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
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|
Maryland State Retirement & Pension System
|
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SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
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|
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A
|
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|
HighMark Wealth Management LLC
|
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|
Moneta Group Investment Advisors Llc
|
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|
GeoWealth Management, LLC
|
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|
Balyasny Asset Management Llc
|
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Chicago Capital, LLC
|
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|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
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Dakota Wealth Management
|
|
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Security National Bank Of Sioux City Iowa /ia/
|
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Mirova US LLC
|
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FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
|
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|
|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
|
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|
Treasurer of the State of North Carolina
|
|
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|
Plato Investment Management Ltd
|
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|
FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund
|
|
|
|
|
|
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares
|
|
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|
|
Intech Investment Management Llc
|
|
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|
Opal Wealth Advisors, LLC
|
|
|
|
|
|
PXWIX - PAX WORLD FUNDS SERIES TRUST III - Pax Ellevate Global Women's Leadership Fund Institutional Class
|
|
|
|
|
|
LVPIX - Profunds - Large-cap Value Profund Investor Class
|
|
|
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|
Bill & Melinda Gates Foundation Trust
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
|
|
Chevy Chase Trust Holdings, Inc.
|
|
|
|
|
|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
|
|
|
Full Sail Capital, LLC
|
|
|
|
|
|
Champlain Investment Partners, LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl Multi-manager Mid Cap Fund (a)
|
|
|
|
|
|
North Star Asset Management Inc
|
|
|
|
|
|
BKWO - BNY Mellon ETF Trust - BNY Mellon Women's Opportunities ETF
|
|
|
|
|
|
Webster Bank, N. A.
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
Spirepoint Private Client, Llc
|
|
|
|
|
|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
|
|
|
|
TEMP - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Climate Change Solutions ETF
|
|
|
|
|
|
Kestra Investment Management, LLC
|
|
|
|
|
|
NDGAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Dividend Growth Fund Class A
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
PRCFX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation and Income Fund
|
|
|
|
|
|
Evelyn Partners Investment Management LLP
|
|
|
|
|
|
Equitable Holdings, Inc.
|
|
|
|
|
|
SAOOX - BERNSTEIN SANFORD C FUND INC - Overlay A Portfolio Class 1
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
|
|
STRV - EA Series Trust - Strive 500 ETF
|
|
|
|
|
|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
|
|
|
|
KMDVX - Keeley Funds, Inc. - Keeley Mid Cap Dividend Value Fund Class A
|
|
|
|
|
|
Core Alternative Capital
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
Vega Investment Solutions
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF
|
|
|
|
|
|
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
|
|
|
|
|
Scotia Capital Inc.
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
BLPIX - Profunds - Bull Profund Investor Class
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
Family Legacy Financial Solutions, LLC
|
|
|
|
|
|
GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
Your Advocates Ltd., LLP
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND - Equity-Income Portfolio Initial Class
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
Resources Management Corp /ct/ /adv
|
|
|
|
|
|
HBK Sorce Advisory LLC
|
|
|
|
|
|
CIAOX - ADVISORS SERIES TRUST - Capital Advisors Growth Fund Investor Class
|
|
|
|
|
|
Argent Trust Co
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Growth and Income Portfolio Class A
|
|
|
|
|
|
JMVSX - JP MORGAN FLEMING MUTUAL FUND GROUP INC - JPMorgan Mid Cap Value Fund Class I
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
Two Roads Shared Trust - Hypatia Women CEO ETF
|
|
|
|
|
|
LFA - Lugano Financial Advisors SA
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
Equitable Trust Co
|
|
|
|
|
|
Nbw Capital Llc
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
Hrt Financial Lp
|
|
|
|
|
|
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I
|
|
|
|
|
|
Woodbridge CO LTD
|
|
|
|
|
|
Robeco Schweiz AG
|
|
|
|
|
|
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
FOCPX - FIDELITY SECURITIES FUND - Fidelity OTC Portfolio
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
Mirador Capital Partners LP
|
|
|
|
|
|
Williams Jones Wealth Management, LLC.
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
SPEGX - ALGER FUNDS II - Alger Responsible Investing Fund Class A
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
Walter Public Investments Inc.
|
|
|
|
|
|
Laurel Wealth Advisors LLC
|
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
|
|
|
|
|
LGPIX - Profunds - Large-cap Growth Profund Investor Class
|
|
|
|
|
|
SDVY - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust SMID Cap Rising Dividend Achievers ETF
|
|
|
|
|
|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
|
|
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A
|
|
|
|
|
|
IMA Wealth, Inc.
|
|
|
|
|
|
Corient IA LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
|
|
|
Modern Wealth Management, LLC
|
|
|
|
|
|
Magnetar Financial LLC
|
|
|
|
|
|
MSHPX - MORGAN STANLEY INSTITUTIONAL FUND INC - Permanence Portfolio Class IS
|
|
|
|
|
|
Osborne Partners Capital Management, Llc
|
|
|
|
|
|
Norges Bank
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
ABPAX - AB PORTFOLIOS - AB Conservative Wealth Strategy Class A
|
|
|
|
|
|
VCULX - VALIC Co I - Growth Fund
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
|
|
|
|
Korea Investment CORP
|
|
|
|
|
|
Df Dent & Co Inc
|
|
|
|
|
|
O'Brien Greene & Co. Inc
|
|
|
|
|
|
Dnca Finance
|
|
|
|
|
|
Stevens Capital Management Lp
|
|
|
|
|
|
HGXAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Global Impact Fund Class A
|
|
|
|
|
|
Hills Bank & Trust Co
|
|
|
|
|
|
Gamco Investors, Inc. Et Al
|
|
|
|
|
|
New York Life Investment Management Llc
|
|
|
|
|
|
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
|
|
|
|
|
|
ExodusPoint Capital Management, LP
|
|
|
|
|
|
Prudential Plc
|
|
|
|
|
|
BankPlus Trust Department
|
|
|
|
|
|
DnB Asset Management AS
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Multi Cap Opportunities Fund Class I
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
Jasper Ridge Partners, L.P.
|
|
|
|
|
|
Evelyn Partners Asset Management Ltd
|
|
|
|
|
|
Point72 Hong Kong Ltd
|
|
|
|
|
|
NMANX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Mid Cap Growth Fund Investor Class
|
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
|
Holocene Advisors, LP
|
|
|
|
|
|
ANWPX - NEW PERSPECTIVE FUND - NEW PERSPECTIVE FUND Class A
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares
|
|
|
|
|
|
Acadian Asset Management Llc
|
|
|
|
|
|
CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF
|
|
|
|
|
|
Oppenheimer Asset Management Inc.
|
|
|
|
|
|
Figure 8 Investment Strategies Llc
|
|
|
|
|
|
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
NEW YORK LIFE INVESTMENTS VP FUNDS TRUST - NYLI VP MFS Investors Trust Portfolio Service Class
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund
|
|
|
|
|
|
Victory Variable Insurance Funds II - Victory Pioneer Fund VCT Portfolio Class II
|
|
|
|
|
|
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F
|
|
|
|
|
|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
|
|
|
NewEdge Wealth, LLC
|
|
|
|
|
|
Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
FPX - FIRST TRUST EXCHANGE-TRADED FUND - First Trust US Equity Opportunities ETF
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
VSNGX - JPMorgan Trust I - JPMorgan Mid Cap Equity Fund Class I
|
|
|
|
|
|
Hartford Investment Management Co
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I
|
|
|
|
|
|
PMBMX - PRINCIPAL FUNDS, INC. - MidCap Fund (f/k/a MidCap Blend Fund) R-3
|
|
|
|
|
|
PDT Partners, LLC
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio
|
|
|
|
|
|
Country Trust Bank
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Mid Cap Growth Portfolio Class I
|
|
|
|
|
|
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
Quest Partners LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
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|
Jupiter Asset Management Ltd
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
|
|
|
|
|
NORTHERN FUNDS - U.S. Quality ESG Fund Class I
|
|
|
|
|
|
VVJEX - Voya EQUITY TRUST - Voya VACS Series MCV Fund
|
|
|
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|
Midwest Trust Co
|
|
|
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|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
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|
Capital Asset Advisory Services LLC
|
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|
Maseco Llp
|
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|
Meeder Asset Management Inc
|
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|
Toroso Investments, LLC
|
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|
Lombard Odier Asset Management (Europe) Ltd
|
|
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|
IFP Advisors, Inc
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - MidCap Account Class 1
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
|
|
|
|
|
CNB Bank
|
|
|
|
|
|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
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|
WFA of San Diego, LLC
|
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|
Aqr Capital Management Llc
|
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|
Investment Management Corp of Ontario
|
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|
JCAVX - John Hancock Funds II - Capital Appreciation Value Fund Class NAV
|
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|
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|
Huntleigh Advisors, Inc.
|
|
|
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|
Marshall & Sterling Wealth Advisors Inc.
|
|
|
|
|
|
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
Mark Sheptoff Financial Planning, Llc
|
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|
|
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
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|
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|
Howard Hughes Medical Institute
|
|
|
|
|
|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
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|
|
|
|
Putney Financial Group LLC
|
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|
Gotham Asset Management, LLC
|
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|
First Command Advisory Services, Inc.
|
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Trexquant Investment LP
|
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Mbb Public Markets I Llc
|
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|
Mediolanum International Funds Ltd
|
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|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
Toth Financial Advisory Corp
|
|
|
|
|
|
CCNR - FINANCIAL INVESTORS TRUST - ALPS | CoreCommodity Natural Resources ETF
|
|
|
|
|
|
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund
|
|
|
|
|
|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
|
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|
|
|
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares
|
|
|
|
|
|
Bokf, Na
|
|
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|
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VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
Summit Global Investments
|
|
|
|
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|
Agf Management Ltd
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
GEOSX - Pear Tree Funds - Pear Tree Essex Environmental Opportunities Fund Institutional Shares
|
|
|
|
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|
Robeco Institutional Asset Management B.V.
|
|
|
|
|
|
GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class
|
|
|
|
|
|
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
Altshuler Shaham Ltd
|
|
|
|
|
|
TCAF - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Equity ETF
|
|
|
|
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|
Barclays Plc
|
|
|
|
|
|
NVIR - Listed Funds Trust - Horizon Kinetics Energy and Remediation ETF
|
|
|
|
|
|
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc.
|
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|
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|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
Putnam Fl Investment Management Co
|
|
|
|
|
|
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio
|
|
|
|
|
|
Forum Financial Management, LP
|
|
|
|
|
|
FEDERATED INSURANCE SERIES - Federated Kaufmann Fund II Primary Shares
|
|
|
|
|
|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
|
|
|
|
MGKQX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Permanence Portfolio Class IS
|
|
|
|
|
|
Sumitomo Life Insurance Co
|
|
|
|
|
|
GIMFX - GMO TRUST - GMO Implementation Fund
|
|
|
|
|
|
Nordea Investment Management Ab
|
|
|
|
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|
Nvwm, Llc
|
|
|
|
|
|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
|
|
|
|
Capital International Inc /ca/
|
|
|
|
|
|
Trust Co Of Toledo Na /oh/
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Capital Strength Hedged Equity Portfolio Class I
|
|
|
|
|
|
Hikari Tsushin, Inc.
|
|
|
|
|
|
Lipe & Dalton
|
|
|
|
|
|
Center for Financial Planning, Inc.
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
Westerkirk Capital Inc.
|
|
|
|
|
|
Gsa Capital Partners Llp
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
Wendell David Associates Inc
|
|
|
|
|
|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
|
|
|
|
Oakworth Capital, Inc.
|
|
|
|
|
|
Onefund, Llc
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
Shell Asset Management Co
|
|
|
|
|
|
Redmond Asset Management, LLC
|
|
|
|
|
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
|
|
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
|
|
|
|
|
JAFRX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Capital Appreciation Value Trust NAV Class
|
|
|
|
|
|
GMOYX - GMO TRUST - GMO Resource Transition Fund Class VI
|
|
|
|
|
|
PineBridge Investments, L.P.
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
FMCX - Northern Lights Fund Trust IV - FMC Excelsior Focus Equity ETF
|
|
|
|
|
|
BIGRX - American Century Quantitative Equity Funds, Inc. - Income & Growth Fund Investor Class
|
|
|
|
|
|
PPQMX - PRINCIPAL FUNDS, INC. - MidCap Growth Fund III R-3
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
J. Safra Sarasin Holding AG
|
|
|
|
|
|
Jamison Private Wealth Management, Inc.
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund
|
|
|
|
|
|
SIMS - SPDR SERIES TRUST - SPDR S&P Kensho Intelligent Structures ETF
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
Westwood Holdings Group Inc
|
|
|
|
|
|
Border to Coast Pensions Partnership Ltd
|
|
|
|
|
|
Brass Tax Wealth Management, Inc
|
|
|
|
|
|
Crowley Wealth Management, Inc.
|
|
|
|
|
|
CPA Asset Management LLC
|
|
|
|
|
|
Capital Counsel Llc/ny
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
|
|
|
|
|
Advisors Preferred, LLC
|
|
|
|
|
|
Mountain Pacific Investment Advisers Inc/id
|
|
|
|
|
|
Violich Capital Management, Inc.
|
|
|
|
|
|
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
|
|
|
|
|
|
KAUAX - FEDERATED EQUITY FUNDS - Federated Kaufmann Fund Class A Shares
|
|
|
|
|
|
Arthur M. Cohen & Associates, Llc
|
|
|
|
|
|
Gitterman Wealth Management, LLC
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Growth Stock Portfolio
|
|
|
|
|
|
Creekmur Asset Management LLC
|
|
|
|
|
|
iA Global Asset Management Inc.
|
|
|
|
|
|
GFG Capital, LLC
|
|
|
|
|
|
Horizons Wealth Management
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
|
|
|
|
|
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF
|
|
|
|
|
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
|
|
|
|
|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
|
|
|
|
|
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
|
|
|
|
|
Voloridge Investment Management, Llc
|
|
|
|
|
|
Landscape Capital Management, L.l.c.
|
|
|
|
|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
Headlands Technologies LLC
|
|
|
|
|
|
Bollard Group LLC
|
|
|
|
|
|
Beacon Capital Management, LLC
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
Front Street Capital Management, Inc.
|
|
|
|
|
|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
Canton Hathaway, LLC
|
|
|
|
|
|
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund
|
|
|
|
|
|
DAGVX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Dynamic Value Fund Class A
|
|
|
|
|
|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
|
|
|
|
|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
|
|
|
MetLife Investment Management, LLC
|
|
|
|
|
|
Hillsdale Investment Management Inc.
|
|
|
|
|
|
Brighthouse Funds Trust I - T. Rowe Price Mid Cap Growth Portfolio Class A
|
|
|
|
|
|
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
|
|
|
|
|
|
CoreCommodity Management, LLC
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares
|
|
|
|
|
|
Wahed Invest LLC
|
|
|
|
|
|
Capitolis Liquid Global Markets LLC
|
|
|
|
|
|
Meritage Portfolio Management
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
AWAAX - AB PORTFOLIOS - AB Wealth Appreciation Strategy Class A
|
|
|
|
|
|
PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
FALAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Large Cap Fund Class A
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
Cim Investment Mangement Inc
|
|
|
|
|
|
Wsfs Capital Management, Llc
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
JETIX - abrdn Funds - abrdn Global Equity Impact Fund Institutional Class
|
|
|
|
|
|
Cornerstone Advisors, LLC
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
J.Safra Asset Management Corp
|
|
|
|
|
|
Marshall & Sullivan Inc /wa/
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
GXXAX - Aberdeen Funds - Aberdeen U.S. Multi-Cap Equity Fund (formerly Aberdeen U.S. Equity Fund) Class A
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
Sagard Holdings Management Inc.
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
|
|
|
|
|
|
Frank, Rimerman Advisors LLC
|
|
|
|
|
|
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
|
|
|
|
|
First Manhattan Co
|
|
|
|
|
|
Pacific Center for Financial Services
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
Robertson Stephens Wealth Management, LLC
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
Financial Network Wealth Advisors LLC
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
Groupe la Francaise
|
|
|
|
|
|
Mirova
|
|
|
|
|
|
Granite Investment Partners, LLC
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
Strategic Blueprint, LLC
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
Patton Albertson Miller Group, Llc
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
Essex Investment Management Co Llc
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF
|
|
|
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
|
|
|
|
|
CBIZ Investment Advisory Services, LLC
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Two Sigma Advisers, Lp
|
|
|
|
|
|
Murphy & Mullick Capital Management Corp
|
|
|
|
|
|
Provenance Wealth Advisors, LLC
|
|
|
|
|
|
Nexus Investment Management ULC
|
|
|
|
|
|
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
Geneva Capital Management Llc
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Westend Capital Management LLC
|
|
|
|
|
|
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB
|
|
|
|
|
|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
|
|
|
|
|
TCAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Premium Income ETF
|
|
|
|
|
|
Leavell Investment Management, Inc.
|
|
|
|
|
|
Indiana Trust & Investment Management CO
|
|
|
|
|
|
Tokio Marine Asset Management Co Ltd
|
|
|
|
|
|
Numerai GP LLC
|
|
|
|
|
|
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Mid Cap Value Fund Service Class
|
|
|
|
|
|
First Pacific Financial
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco ESG S&P 500 Equal Weight ETF
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
FSA Wealth Management LLC
|
|
|
|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
|
|
|
|
GoalVest Advisory LLC
|
|
|
|
|
|
Bradley Foster & Sargent Inc/ct
|
|
|
|
|
|
Arcadia Investment Management Corp/mi
|
|
|
|
|
|
Cranbrook Wealth Management, LLC
|
|
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Graham Capital Management, L.P.
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Trium Capital LLP
|
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Addison Capital Co
|
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EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
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|
Union Heritage Capital, LLC
|
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|
Patton Fund Management, Inc.
|
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FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
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|
Bank Julius Baer & Co. Ltd, Zurich
|
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|
FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund
|
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|
Cambridge Investment Research Advisors, Inc.
|
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|
Bank of New York Mellon Corp
|
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FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund
|
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|
Hollencrest Capital Management
|
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|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
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|
KBC Group NV
|
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|
Autumn Glory Partners, LLC
|
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Larson Financial Group LLC
|
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Warren Averett Asset Management, LLC
|
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|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
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|
Cornerstone Total Return Fund Inc
|
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|
Lafayette Investments, Inc.
|
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Parsons Capital Management Inc/ri
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EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB
|
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Zions Bancorporation, National Association /ut/
|
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Northstar Asset Management Llc
|
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SOA Wealth Advisors, LLC.
|
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Dynamic Technology Lab Private Ltd
|
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FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
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Illinois Municipal Retirement Fund
|
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SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
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HFM Investment Advisors, LLC
|
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Transcend Wealth Collective, Llc
|
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Railway Pension Investments Ltd
|
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Fractal Investments LLC
|
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PIODX - Victory Portfolios IV - Victory Pioneer Fund Class A
|
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PXWGX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG Beta Quality Fund Investor Class
|
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SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
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Bfsg, Llc
|
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SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
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|
Abn Amro Investment Solutions
|
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Principia Wealth Advisory, LLC
|
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FNDA - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Small Company Index ETF
|
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CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
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|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
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Charles Schwab Investment Management Inc
|
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DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
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|
Cherry Tree Wealth Management, LLC
|
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JNL SERIES TRUST - JNL/Mellon Industrials Sector Fund (A)
|
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|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1
|
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Janney Montgomery Scott LLC
|
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Duff & Phelps Investment Management Co
|
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Axxcess Wealth Management, Llc
|
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Crewe Advisors LLC
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BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Event Driven Equity Fund Investor A
|
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XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
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GCAEX - Gabelli Equity Series Funds Inc - The Gabelli Equity Income Fund Class A
|
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SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
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Mjp Associates Inc /adv
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Northern Trust Corp
|
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Rexford Capital Inc
|
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PENN SERIES FUNDS INC - Large Cap Value Fund
|
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|
CUSEX - Capital Group U.S. Equity Fund - Capital Group U.S. Equity Fund Share class
|
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|
LOWV - AB Active ETFs, Inc. - AB US Low Volatility Equity ETF
|
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|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
ATWAX - AB PORTFOLIOS - AB Tax-Managed Wealth Appreciation Strategy Class A
|
|
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|
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A
|
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|
Solstein Capital, LLC
|
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|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
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|
SFSNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Small Company Index Fund Institutional Shares
|
|
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|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
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|
|
MMBUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I
|
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|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
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|
Erste Asset Management GmbH
|
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|
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
|
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|
Iron Horse Wealth Management, LLC
|
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|
Smithfield Trust Co
|
|
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|
Twin Lakes Capital Management, LLC
|
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|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
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|
Harwood Advisory Group, LLC
|
|
|
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|
Tocqueville Asset Management L.p.
|
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|
USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF
|
|
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|
USS Investment Management Ltd
|
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|
Liontrust Investment Partners LLP
|
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|
|
Ninety One UK Ltd
|
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|
Ubs Asset Management Americas Inc
|
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|
Brookstone Capital Management
|
|
|
|
|
|
PRWCX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation Fund
|
|
|
|
|
|
TigerOak Management, L.L.C.
|
|
|
|
|
|
WEBCX - Teton Westwood Funds - Teton Westwood Balanced Fund Class A
|
|
|
|
|
|
Weitz Investment Management, Inc.
|
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|
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|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
PINK - Simplify Exchange Traded Funds - Simplify Health Care ETF
|
|
|
|
|
|
OTTRX - PROFESSIONALLY MANAGED PORTFOLIOS - Otter Creek Long/Short Opportunity Fund Institutional Class
|
|
|
|
|
|
Hikari Power Ltd
|
|
|
|
|
|
Bear Mountain Capital, Inc.
|
|
|
|
|
|
SDVD - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Vest SMID Rising Dividend Achievers Target Income ETF
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
|
|
|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Mn Services Vermogensbeheer B.V.
|
|
|
|
|
|
Grayhawk Investment Strategies Inc.
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
Truvestments Capital Llc
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
IFM Investors Pty Ltd
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
SUWAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Core Equity Fund Class A
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
|
|
|
Banyan Capital Management, Inc.
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Mid Cap Traditional Growth VIP Fund
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
Davy Global Fund Management Ltd
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
Union Savings Bank
|
|
|
|
|
|
Capital Fund Management S.a.
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
Park Place Capital Corp
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
Atwood & Palmer Inc
|
|
|
|
|
|
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF
|
|
|
|
|
|
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
|
|
|
|
|
WealthPLAN Partners, LLC
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
Quantbot Technologies LP
|
|
|
|
|
|
PMEGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Mid-Cap Equity Growth Fund
|
|
|
|
|
|
TCTC Holdings, LLC
|
|
|
|
|
|
Fox Run Management, L.l.c.
|
|
|
|
|
|
SHRT - Tidal ETF Trust - Gotham Short Strategies ETF
|
|
|
|
|
|
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund
|
|
|
|
|
|
BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class
|
|
|
|
|
|
Lmcg Investments, Llc
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
QALGX - Federated MDT Series - Federated MDT Large Cap Growth Fund Class A Shares
|
|
|
|
|
|
Coston, McIsaac & Partners
|
|
|
|
|
|
Northwest & Ethical Investments L.P.
|
|
|
|
|
|
Capital International Sarl
|
|
|
|
|
|
NUMV - Nushares ETF Trust - Nuveen ESG Mid-Cap Value ETF
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
Boston Family Office Llc
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
|
|
|
|
ADGAX - AB CORE OPPORTUNITIES FUND, INC. - AB CORE OPPORTUNITIES FUND, INC. Class A
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
|
|
|
|
Profunds - Profund Vp Industrials
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
Ipswich Investment Management Co., Inc.
|
|
|
|
|
|
Grimes & Company, Inc.
|
|
|
|
|
|
Cetera Trust Company, N.A
|
|
|
|
|
|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
|
|
|
|
|
JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF
|
|
|
|
|
|
Delta Global Management LP
|
|
|
|
|
|
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3
|
|
|
|
|
|
VNEYX - Advisors' Inner Circle Fund II - Vontobel Global Environmental Change Fund Y Shares
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Disciplined Core Value Fund Service Class
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
City State Bank
|
|
|
|
|
|
FLCSX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock Fund
|
|
|
|
|
|
Perpetual Ltd
|
|
|
|
|
|
Pittenger & Anderson Inc
|
|
|
|
|
|
FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF
|
|
|
|
|
|
ESMV - iSHARES TRUST - iShares ESG MSCI USA Min Vol Factor ETF
|
|
|
|
|
|
One Capital Management, LLC
|
|
|
|
|
|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
STXG - EA Series Trust - Strive 1000 Growth ETF
|
|
|
|
|
|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
ENDW - EA Series Trust - Cambria Endowment Style ETF
|
|
|
|
|
|
Virtus ETF Advisers LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA MFS Massachusetts Investors Trust Portfolio Class 1
|
|
|
|
|
|
North Capital, Inc.
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
Pacer Advisors, Inc.
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
|
|
|
|
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF
|
|
|
|
|
|
FGIRX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth & Income Fund Class A
|
|
|
|
|
|
E. Ohman J:or Asset Management AB
|
|
|
|
|
|
Burling Wealth Partners, Llc
|
|
|
|
|
|
DB Fitzpatrick & Co, Inc
|
|
|
|
|
|
TARKX - Clark Fork Trust - Tarkio Fund
|
|
|
|
|
|
Edgemoor Investment Advisors, Inc.
|
|
|
|
|
|
American National Bank
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
Groupama Asset Managment
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
PENN SERIES FUNDS INC - Index 500 Fund
|
|
|
|
|
|
Consultiva Wealth Management, Corp.
|
|
|
|
|
|
Security National Bank
|
|
|
|
|
|
Rice Partnership, LLC
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
Tsfg, Llc
|
|
|
|
|
|
USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A
|
|
|
|
|
|
FIL Ltd
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT U.S. 130/30 Equity Fund Class Y
|
|
|
|
|
|
FLOWX - FIDELITY SUMMER STREET TRUST - Fidelity Water Sustainability Fund
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
Transamerica Financial Advisors, Inc.
|
|
|
|
|
|
Kirr Marbach & Co Llc /in/
|
|
|
|
|
|
HEOMX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Climate Opportunities Fund Class A
|
|
|
|
|
|
Crews Bank & Trust
|
|
|
|
|
|
Alamea Verwaltungs GmbH
|
|
|
|
|
|
SXQG - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Quality Growth ETF
|
|
|
|
|
|
Ossiam
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
LRGC - AB Active ETFs, Inc. - AB US Large Cap Strategic Equities ETF
|
|
|
|
|
|
TT International Asset Management LTD
|
|
|
|
|
|
XLI - SELECT SECTOR SPDR TRUST - The Industrial Select Sector SPDR Fund
|
|
|
|
|
|
T. Rowe Price Investment Management, Inc.
|
|
|
|
|
|
Hazlett, Burt & Watson, Inc.
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
|
|
|
|
|
Monetary Management Group Inc
|
|
|
|
|
|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
|
|
|
|
|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
|
|
|
|
Mar Vista Investment Partners Llc
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
Colonial Trust Advisors
|
|
|
|
|
|
Pflug Koory, LLC
|
|
|
|
|
|
BAFWX - Brown Advisory Funds - Brown Advisory Sustainable Growth Fund Institutional Shares
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FUQIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Quality Index Fund
|
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Sivia Capital Partners, LLC
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Victory Capital Management Inc
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KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
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FGILX - FIDELITY INVESTMENT TRUST - Fidelity Global Equity Income Fund
|
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New Mexico Educational Retirement Board
|
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SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund
|
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QUAL - iSHARES TRUST - iShares Edge MSCI USA Quality Factor ETF
|
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Skandinaviska Enskilda Banken AB (publ)
|
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WEQCX - Teton Westwood Funds - Teton Westwood Equity Fund Class C
|
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XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
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Factory Mutual Insurance Co
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Private Advisor Group, LLC
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SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
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CAREX - DOMINI INVESTMENT TRUST - Domini Sustainable Solutions Fund Investor Shares
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Capital City Trust Co/fl
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Palisade Capital Management Llc/nj
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BFOR - ALPS ETF Trust - Barron's 400 ETF
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Huntington National Bank
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JHBCDX - John Hancock Funds II - Blue Chip Growth Fund Class NAV
|
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VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares
|
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SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
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Cerity Partners LLC
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MEMBERS Trust Co
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Knuff & Co LLC
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Ilmarinen Mutual Pension Insurance Co
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DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
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AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
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DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF
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|
Horizon Investments, LLC
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UniSuper Management Pty Ltd
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Mitsubishi UFJ Trust & Banking Corp
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Stone Run Capital, Llc
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RAYD - Advisors' Inner Circle Fund III - Rayliant Quantitative Developed Market Equity ETF
|
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Bernard Wealth Management Corp.
|
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Ronald Blue Trust, Inc.
|
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Mid-American Wealth Advisory Group, Inc.
|
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MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
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Capital Advisors, Ltd. LLC
|
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Federation des caisses Desjardins du Quebec
|
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FLCV - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Value ETF
|
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SummitTX Capital, L.P.
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Highline Wealth Partners Llc
|
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Calamos Advisors LLC
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UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
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Godsey & Gibb Associates
|
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VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
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CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
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Rockefeller Capital Management L.P.
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SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
|
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XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
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FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
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Ellevest, Inc.
|
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BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
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EGUS - iSHARES TRUST - iShares ESG Aware MSCI USA Growth ETF
|
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Rise Advisors, LLC
|
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Worldquant Millennium Advisors Llc
|
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DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
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QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
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Ing Groep Nv
|
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VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares
|
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EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
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DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
|
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IRGJX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Growth Index Portfolio Class I
|
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JNL SERIES TRUST - JNL/AB Sustainable Global Thematic Fund (I)
|
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SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I
|
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Park National Corp /oh/
|
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MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
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TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
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|
St Germain D J Co Inc
|
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|
|
EQ ADVISORS TRUST - EQ/Janus Enterprise Portfolio Class IB
|
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Minot DeBlois Advisors LLC
|
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GOFIX - GMO TRUST - GMO Resources Fund Class III
|
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First Trust Advisors Lp
|
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USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF
|
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State Street Corp
|
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|
Coastline Trust Co
|
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Millennium Management Llc
|
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FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A
|
|
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|
Northwestern Mutual Wealth Management Co
|
|
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Virtue Capital Management, LLC
|
|
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|
State of Alaska, Department of Revenue
|
|
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|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
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|
Impax Asset Management Group plc
|
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|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
|
|
|
|
|
|
DRW Securities, LLC
|
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|
|
Voya Investment Management Llc
|
|
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|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
Mascoma Wealth Management LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL T. Rowe Price Capital Appreciation Fund Class 2
|
|
|
|
|
|
CGW - Invesco Exchange-Traded Fund Trust II - Invesco S&P Global Water Index ETF
|
|
|
|
|
|
JAVAX - JAMES ADVANTAGE FUNDS - James Aggressive Allocation Fund
|
|
|
|
|
|
NATIONWIDE MUTUAL FUNDS - Nationwide U.S. 130/30 Equity Portfolio Class R6
|
|
|
|
|
|
Motley Fool Asset Management LLC
|
|
|
|
|
|
Edgewood Management Llc
|
|
|
|
|
|
Aster Capital Management (DIFC) Ltd
|
|
|
|
|
|
ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
Associated Banc-corp
|
|
|
|
|
|
FGRIX - FIDELITY SECURITIES FUND - Fidelity Growth & Income Portfolio
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
|
|
|
|
|
Alberta Investment Management Corp
|
|
|
|
|
|
Mutual Of America Capital Management Llc
|
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
FIDU - FIDELITY COVINGTON TRUST - Fidelity MSCI Industrials Index ETF
|
|
|
|
|
|
Boreal Capital Management LLC
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
Parvin Asset Management, LLC
|
|
|
|
|
|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
|
|
|
|
QAMWEX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Mid-Cap Growth Portfolio
|
|
|
|
|
|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
|
|
|
|
|
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio
|
|
|
|
|
|
Taurus Asset Management, Llc
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
PABU - iSHARES TRUST - iShares Paris-Aligned Climate MSCI USA ETF
|
|
|
|
|
|
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
FORA Capital, LLC
|
|
|
|
|
|
Assenagon Asset Management S.A.
|
|
|
|
|
|
FOKFX - FIDELITY SECURITIES FUND - Fidelity OTC K6 Portfolio
|
|
|
|
|
|
DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares
|
|
|
|
|
|
Community Financial Services Group, LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1
|
|
|
|
|
|
Harbor Advisors LLC
|
|
|
|
|
|
WealthCollab, LLC
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
Hara Capital LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
|
|
|
|
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
|
OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund
|
|
|
|
|
|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
|
|
|
|
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
|
|
|
|
|
Cedar Mountain Advisors, LLC
|
|
|
|
|
|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
|
|
|
|
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF
|
|
|
|
|
|
Arlington Trust Co LLC
|
|
|
|
|
|
MBCGX - MASSMUTUAL SELECT FUNDS - MassMutual Select Blue Chip Growth Fund Class A
|
|
|
|
|
|
Waterloo Capital, L.P.
|
|
|
|
|
|
DURPX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. High Relative Profitability Portfolio Institutional Class
|
|
|
|
|
|
Central Pacific Bank - Trust Division
|
|
|
|
|
|
Sone Capital Management, LLC
|
|
|
|
|
|
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF
|
|
|
|
|
|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
|
|
|
|
|
IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF
|
|
|
|
|
|
Value Partners Investments Inc.
|
|
|
|
|
|
Fwl Investment Management, Llc
|
|
|
|
|
|
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
|
|
|
|
|
|
Nebula Research & Development LLC
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
FGSAX - FEDERATED EQUITY FUNDS - Federated MDT Mid Cap Growth Fund Class A Shares
|
|
|
|
|
|
FSST - FIDELITY COVINGTON TRUST - Fidelity Sustainability U.S. Equity ETF
|
|
|
|
|
|
IWP - iSHARES TRUST - iShares Russell Mid-Cap Growth ETF
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
Capital International Ltd /ca/
|
|
|
|
|
|
FWOZX - FIDELITY SUMMER STREET TRUST - Fidelity Women's Leadership Fund Fidelity Advisor Women's Leadership Fund: Class Z
|
|
|
|
|
|
TWCIX - American Century Mutual Funds, Inc. - Select Fund Investor Class
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
WealthTrak Capital Management LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
|
|
|
|
|
IVW - iSHARES TRUST - iShares S&P 500 Growth ETF
|
|
|
|
|
|
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
DREQX - BNY MELLON RESEARCH GROWTH FUND, INC. - BNY Mellon Research Growth Fund, Inc. Class Z
|
|
|
|
|
|
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A
|
|
|
|
|
|
Hilltop National Bank
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
Sentry Investment Management Llc
|
|
|
|
|
|
DT Investment Partners, LLC
|
|
|
|
|
|
Total Investment Management Inc
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
Ransom Advisory, Ltd
|
|
|
|
|
|
FIFNX - FIDELITY CONCORD STREET TRUST - Fidelity Founders Fund
|
|
|
|
|
|
Profund Advisors Llc
|
|
|
|
|
|
Lansforsakringar Fondforvaltning AB (publ)
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
Elo Mutual Pension Insurance Co
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
