|
Sanibel Captiva Trust Company, Inc.
|
|
|
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|
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
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|
Umb Bank N A/mo
|
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|
ZECP - Zacks Trust - Zacks Earnings Consistent Portfolio ETF
|
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|
Cigna Investments Inc /new
|
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|
Northern Trust Corp
|
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MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
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|
Stifel Financial Corp
|
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United Capital Financial Advisers, Llc
|
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|
Banco Bilbao Vizcaya Argentaria, S.a.
|
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|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
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|
GXXAX - Aberdeen Funds - Aberdeen U.S. Multi-Cap Equity Fund (formerly Aberdeen U.S. Equity Fund) Class A
|
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|
Atticus Wealth Management, Llc
|
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CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
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CSUAX - COHEN & STEERS GLOBAL INFRASTRUCTURE FUND INC - Cohen & Steers Global Infrastructure Fund Inc. Class A
|
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|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Cushing Renaissance Advantage Portfolio Initial Class
|
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|
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A
|
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Abn Amro Investment Solutions
|
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State Of Wisconsin Investment Board
|
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MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
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ORG Partners LLC
|
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|
Clarius Group, LLC
|
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Vise Technologies, Inc.
|
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IHT Wealth Management, LLC
|
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Oddo Bhf Asset Management Sas
|
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Genus Capital Management Inc.
|
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GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
|
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|
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|
FWWFX - FIDELITY INVESTMENT TRUST - Fidelity Worldwide Fund
|
|
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|
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|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1
|
|
|
|
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|
TOWER TRUST & INVESTMENT Co
|
|
|
|
|
|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
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|
Prime Capital Investment Advisors, LLC
|
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Harbour Investments, Inc.
|
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Mercer Global Advisors Inc /adv
|
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|
Northeast Financial Consultants Inc
|
|
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|
FARYX - Northern Lights Fund Trust IV - Fulcrum Diversified Absolute Return Fund Super Institutional Class
|
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|
Blackhill Capital Inc
|
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|
Twin Tree Management, LP
|
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Swedbank AB
|
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PNEAX - Virtus Investment Trust - Virtus NFJ Dividend Value Fund A
|
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|
Wedbush Securities Inc
|
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Victory Capital Management Inc
|
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Crossmark Global Holdings, Inc.
|
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IDU - iSHARES TRUST - iShares U.S. Utilities ETF
|
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WealthCollab, LLC
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Ameriprise Financial Inc
|
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|
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
|
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|
Simon Quick Advisors, Llc
|
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TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF
|
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SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
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Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
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THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
|
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BNP Paribas Asset Management Holding S.A.
|
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BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
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EMLP - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust North American Energy Infrastructure Fund
|
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|
IFP Advisors, Inc
|
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GoalVest Advisory LLC
|
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Prudential Plc
|
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QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
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Foresight Group Ltd Liability Partnership
|
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Johnson Financial Group, Inc.
|
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USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
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HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
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LQAI - Exchange Listed Funds Trust - LG QRAFT AI-Powered U.S. Large Cap Core ETF
|
|
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CoreFirst Bank & Trust
|
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KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
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Lederer & Associates Investment Counsel/ca
|
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IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
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|
GWM Advisors LLC
|
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|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
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|
Cresset Asset Management, LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Mid Cap Value Fund Class I
|
|
|
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|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
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|
Advisor Group Holdings, Inc.
|
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YANKCOM Partnership
|
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APG Asset Management N.V.
|
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Callan Family Office, LLC
|
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|
Westside Investment Management, Inc.
|
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|
PFG Investments, LLC
|
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Wellington Shields & Co., LLC
|
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|
Royal Bank Of Canada
|
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FIL Ltd
|
|
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|
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Global Responsibility Equity Fund Class A
|
|
|
|
|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
|
|
|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
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|
Davy Global Fund Management Ltd
|
|
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|
DHJJ Financial Advisors, Ltd.
|
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|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
GQERX - Advisors' Inner Circle Fund III - GQG PARTNERS US SELECT QUALITY EQUITY FUND R6 Shares
|
|
|
|
|
|
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
|
|
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|
Clark Capital Management Group, Inc.
|
|
|
|
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|
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund
|
|
|
|
|
|
ELCO Management Co., LLC
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
Nissay Asset Management Corp /japan/ /adv
|
|
|
|
|
|
Alliance Wealth Advisors, LLC /UT
|
|
|
|
|
|
Generali Asset Management SPA SGR
|
|
|
|
|
|
New Age Alpha Advisors, LLC
|
|
|
|
|
|
DHIVX - Centre Funds - Centre Global Infrastructure Fund Investor Class
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
Siemens Fonds Invest GmbH
|
|
|
|
|
|
Strait & Sound Wealth Management LLC
|
|
|
|
|
|
KBIWX - Advisors' Inner Circle Fund III - KBI GLOBAL INVESTORS AQUARIUS FUND Institutional Shares
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
RIFR - Russell Investments Exchange Traded Funds - Global Infrastructure Active ETF
|
|
|
|
|
|
LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF
|
|
|
|
|
|
Sage Mountain Advisors LLC
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
Catalytic Wealth RIA, LLC
|
|
|
|
|
|
Norden Group Llc
|
|
|
|
|
|
SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
|
BLES - Northern Lights Fund Trust IV - Inspire Global Hope ETF
|
|
|
|
|
|
Gwn Securities Inc.
|
|
|
|
|
|
M&G Plc
|
|
|
|
|
|
JNBA Financial Advisors
|
|
|
|
|
|
ABN AMRO Bank N.V.
|
|
|
|
|
|
Investment Management Corp of Ontario
|
|
|
|
|
|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
|
|
|
|
|
UniSuper Management Pty Ltd
|
|
|
|
|
|
Savoie Capital LLC
|
|
|
|
|
|
Central Pacific Bank - Trust Division
|
|
|
|
|
|
VSTIX - VALIC Co I - Stock Index Fund
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
Teza Capital Management LLC
|
|
|
|
|
|
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund
|
|
|
|
|
|
New Mexico Educational Retirement Board
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
Mayflower Financial Advisors, LLC
|
|
|
|
|
|
Nova Wealth Management, Inc.
|
|
|
|
|
|
FSM Wealth Advisors, LLC
|
|
|
|
|
|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Clearbridge Investments, LLC
|
|
|
|
|
|
PIO - Invesco Exchange-Traded Fund Trust II - Invesco Global Water ETF
|
|
|
|
|
|
Delta Asset Management Llc/tn
|
|
|
|
|
|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF
|
|
|
|
|
|
QAOSWX - T. Rowe Price Equity Series, Inc. - T. Rowe Price New America Growth Portfolio
|
|
|
|
|
|
ARGA Investment Management, LP
|
|
|
|
|
|
Brookfield Real Assets Income Fund Inc.
|
|
|
|
|
|
FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I
|
|
|
|
|
|
AQWA - Global X Funds - Global X Clean Water ETF
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
CGW - Invesco Exchange-Traded Fund Trust II - Invesco S&P Global Water Index ETF
|
|
|
|
|
|
Hunter Associates Investment Management Llc
|
|
|
|
|
|
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
|
|
|
|
|
Fortis Group Advisors, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
PXWGX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG Beta Quality Fund Investor Class
|
|
|
|
|
|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
Sienna Gestion
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
KSEA - Krane Shares Trust - KraneShares Rockefeller Ocean Engagement ETF
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
North Capital, Inc.
|
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
|
JHJIX - JOHN HANCOCK INVESTMENT TRUST - John Hancock ESG Large Cap Core Fund Class I
|
|
|
|
|
|
Blankinship & Foster, LLC
|
|
|
|
|
|
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
|
|
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
|
|
|
|
|
|
Czech National Bank
|
|
|
|
|
|
Miracle Mile Advisors, LLC
|
|
|
|
|
|
Caldwell Securities, Inc
|
|
|
|
|
|
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio
|
|
|
|
|
|
Avalon Trust Co
|
|
|
|
|
|
Investors Research Corp
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
|
|
Financial Engines Advisors L.L.C.
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA World Equity Income Fund Class P
|
|
|
|
|
|
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund
|
|
|
|
|
|
Stockman Wealth Management, Inc.
|
|
|
|
|
|
Gabelli Funds Llc
|
|
|
|
|
|
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund
|
|
|
|
|
|
Battery Global Advisors, LLC
|
|
|
|
|
|
Jupiter Asset Management Ltd
|
|
|
|
|
|
Allianzgi Nfj Dividend, Interest & Premium Strategy Fund
|
|
|
|
|
|
Guggenheim Strategic Opportunities Fund
|
|
|
|
|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
Profund Advisors Llc
|
|
|
|
|
|
Lantern Wealth Advisors, LLC
|
|
|
|
|
|
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A
|
|
|
|
|
|
Delta Global Management LP
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA Large Cap Value Fund Class A
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
|
|
|
|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
Caitong International Asset Management Co., Ltd
|
|
|
|
|
|
CBIZ Investment Advisory Services, LLC
|
|
|
|
|
|
Perkins Coie Trust Co
|
|
|
|
|
|
Chelsea Counsel Co
|
|
|
|
|
|
Sabal Trust CO
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
Onefund, Llc
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
|
|
|
|
LMRNX - Advisor Managed Portfolios - 1919 Socially Responsive Balanced Fund Class I
|
|
|
|
|
|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
|
|
|
|
Jackson Thornton Asset Management, Llc
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
URTH - iShares, Inc. - iShares MSCI World ETF
|
|
|
|
|
|
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund
|
|
|
|
|
|
Lazard Freres Gestion S.A.S.
|
|
|
|
|
|
GFG Capital, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
UPAR - Tidal ETF Trust - UPAR Ultra Risk Parity ETF
|
|
|
|
|
|
Banco Santander, S.A.
|
|
|
|
|
|
VWNFX - VANGUARD WINDSOR FUNDS - Vanguard Windsor II Fund Investor Shares
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
Dnp Select Income Fund Inc
|
|
|
|
|
|
MSH Capital Advisors LLC
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
|
|
|
|
|
Change Path, LLC
|
|
|
|
|
|
StoneX Group Inc.
|
|
|
|
|
|
CMNWX - PRINCIPAL FUNDS INC - Principal Capital Appreciation Fund (fka West Coast Equity Fund) Class A
|
|
|
|
|
|
J. Safra Sarasin Holding AG
|
|
|
|
|
|
IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF
|
|
|
|
|
|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
|
|
|
|
|
BKA Wealth Consulting, Inc.
|
|
|
|
|
|
Barrett & Company, Inc.
|
|
|
|
|
|
GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class
|
|
|
|
|
|
Transamerica Financial Advisors, Inc.
|
|
|
|
|
|
Sone Capital Management, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
|
|
|
|
|
|
Clarkston Capital Partners, LLC
|
|
|
|
|
|
Stock Yards Bank & Trust Co
|
|
|
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|
|
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A)
|
|
|
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|
Avanza Fonder AB
|
|
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|
Duff & Phelps Investment Management Co
|
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|
HCR Wealth Advisors
|
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Gts Securities Llc
|
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GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
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|
Larson Financial Group LLC
|
|
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|
Utah Retirement Systems
|
|
|
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|
WFMDX - WELLS FARGO FUNDS TRUST - Wells Fargo Special Mid Cap Value Fund Administrator Class
|
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|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
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|
Gabelli Utility Trust
|
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|
Guggenheim Capital Llc
|
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KKM Financial LLC
|
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NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
|
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|
CVA Family Office, LLC
|
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|
CAPROCK Group, Inc.
|
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|
NewSquare Capital LLC
|
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|
Mufg Securities Americas Inc.
|
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|
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc.
|
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|
|
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|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
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|
Natixis
|
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|
|
|
|
CWS - AdvisorShares Trust - AdvisorShares Focused Equity ETF
|
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|
|
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|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
|
|
|
|
|
|
Thompson Siegel & Walmsley Llc
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
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|
Principal Financial Group Inc
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - CTIVP - Victory Sycamore Established Value Fund Class 3
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
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|
|
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|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
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|
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|
|
Bare Financial Services, Inc
|
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|
|
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|
Arete Wealth Advisors, LLC
|
|
|
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|
Torno Capital, Llc
|
|
|
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MGNDX - PRAXIS MUTUAL FUNDS - Praxis Growth Index Fund Class A
|
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|
Credit Agricole S A
|
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|
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH
|
|
|
|
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|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
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|
Certior Financial Group, Llc
|
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|
FMGIX - FRONTIER FUNDS, INC. - Frontier MFG Core Infrastructure Fund Institutional Class
|
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|
Fmr Llc
|
|
|
|
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Cornerstone Total Return Fund Inc
|
|
|
|
|
|
DEUTSCHE DWS VARIABLE SERIES I - DWS Core Equity VIP Class A
|
|
|
|
|
|
PRWAX - T. Rowe Price New America Growth Fund, Inc. - T. Rowe Price New America Growth Fund
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
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|
NorthRock Partners, LLC
|
|
|
|
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WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
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|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
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|
VCRCX - MAINSTAY FUNDS TRUST - MainStay CBRE Global Infrastructure Fund Class C
|
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|
Bay Harbor Wealth Management, LLC
|
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|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
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PXLIX - PAX WORLD FUNDS SERIES TRUST I - PAX LARGE CAP FUND Institutional Class
|
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Hantz Financial Services, Inc.
|
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ASR Vermogensbeheer N.V.
|
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Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
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West Family Investments, Inc.
|
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California State Teachers Retirement System
|
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J.w. Cole Advisors, Inc.
|
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|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
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|
SOA Wealth Advisors, LLC.
|
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Natural Investments, Llc
|
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|
Ilex Capital Partners (UK) LLP
|
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|
Apollon Wealth Management, LLC
|
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|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
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|
Catalyst Capital Advisors LLC
|
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|
Swiss National Bank
|
|
|
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Dynamic Technology Lab Private Ltd
|
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|
|
|
FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund
|
|
|
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|
Wealth Architects, LLC
|
|
|
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|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
Archford Capital Strategies, LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a)
|
|
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|
|
Evelyn Partners Investment Management LLP
|
|
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|
|
Skandinaviska Enskilda Banken AB (publ)
|
|
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|
Cary Street Partner Investment Advisory Llc
|
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|
Cooper Investors Pty Ltd
|
|
|
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|
|
TFG Advisers LLC
|
|
|
|
|
|
EQTIX - SHELTON FUNDS - Shelton Core Value Fund Direct Shares
|
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
|
|
|
|
Patten & Patten Inc/tn
|
|
|
|
|
|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
|
|
|
|
|
Liberty All Star Equity Fund
|
|
|
|
|
|
Boston Trust Walden Corp
|
|
|
|
|
|
RBLD - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Global Engineering and Construction ETF
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
AdvisorShares Investments LLC
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
Washington Trust Advisors, Inc.
|
|
|
|
|
|
Lingohr & Partner Asset Management GmbH
|
|
|
|
|
|
Voleon Capital Management Lp
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Real Return Portfolio Real Return Portfolio
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
SIXL - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Low Beta Equity Strategy ETF
|
|
|
|
|
|
Varma Mutual Pension Insurance Co
|
|
|
|
|
|
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
XTX Topco Ltd
|
|
|
|
|
|
Douglass Winthrop Advisors, LLC
|
|
|
|
|
|
IMS Capital Management
|
|
|
|
|
|
Runnymede Capital Advisors, Inc.
|
|
|
|
|
|
Plato Investment Management Ltd
|
|
|
|
|
|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
NFRA - FlexShares Trust - FlexShares STOXX Global Broad Infrastructure Index Fund
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA WORLD EQUITY INCOME SERIES
|
|
|
|
|
|
Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
FTA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Value AlphaDEX Fund
|
|
|
|
|
|
FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A
|
|
|
|
|
|
Opal Wealth Advisors, LLC
|
|
|
|
|
|
Cornerstone Wealth Management, LLC
|
|
|
|
|
|
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF
|
|
|
|
|
|
Nordea Investment Management Ab
|
|
|
|
|
|
Mirova US LLC
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
Hanson & Doremus Investment Management
|
|
|
|
|
|
Quantum Private Wealth, LLC
|
|
|
|
|
|
XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF
|
|
|
|
|
|
Quarry LP
|
|
|
|
|
|
CNRWX - City National Rochdale Funds - City National Rochdale U.s. Core Equity Fund - Class N
|
|
|
|
|
|
Choate Investment Advisors
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
|
|
|
|
|
|
UTSL - Direxion Shares ETF Trust - Direxion Daily Utilities Bull 3X Shares
|
|
|
|
|
|
Stanley-Laman Group, Ltd.
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
FTQGX - FIDELITY CAPITAL TRUST - Fidelity Focused Stock Fund
|
|
|
|
|
|
Presima Inc.
|
|
|
|
|
|
Red Spruce Capital, LLC
|
|
|
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
|
|
|
|
|
Schrum Private Wealth Management LLC
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
Sound View Wealth Advisors Group, LLC
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
Cbre Clarion Securities Llc
|
|
|
|
|
|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
|
|
|
|
|
SageView Advisory Group, LLC
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
|
|
|
|
|
Susquehanna Fundamental Investments, Llc
|
|
|
|
|
|
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
|
|
|
|
|
|
SOIUX - SPIRIT OF AMERICA INVESTMENT FUND INC - Spirit of America Utilities Fund Institutional Shares
|
|
|
|
|
|
1st Source Bank
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio
|
|
|
|
|
|
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Value Fund (a)
|
|
|
|
|
|
Farmers & Merchants Trust Co of Chambersburg PA
|
|
|
|
|
|
Amica Retiree Medical Trust
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
Institutional Investment Strategy Fund
|
|
|
|
|
|
Aristotle Atlantic Partners, Llc
|
|
|
|
|
|
Graney & King, LLC
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
McElhenny Sheffield Capital Management, LLC
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class
|
|
|
|
|
|
Safe Harbor Fiduciary, LLC
|
|
|
|
|
|
CenterBook Partners LP
|
|
|
|
|
|
HEOMX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Climate Opportunities Fund Class A
|
|
|
|
|
|
PQNAX - ALLIANZ FUNDS - AllianzGI NFJ Mid-Cap Value Fund A
|
|
|
|
|
|
Reaves W H & Co Inc
|
|
|
|
|
|
Total Wealth Planning & Management, Inc.
|
|
|
|
|
|
Jacobi Capital Management LLC
|
|
|
|
|
|
Inceptionr Llc
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I
|
|
|
|
|
|
Headlands Technologies LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
FXU - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Utilities AlphaDEX Fund
|
|
|
|
|
|
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
|
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
|
|
|
|
|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
|
|
|
Meiji Yasuda Life Insurance Co
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
GRSIX - Brookfield Investment Funds - BROOKFIELD GLOBAL RENEWABLES & SUSTAINABLE INFRASTRUCTURE FUND Class I
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF
|
|
|
|
|
|
Carret Asset Management, Llc
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
W.H. Cornerstone Investments Inc.
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
Gould Capital, LLC
|
|
|
|
|
|
RSPU - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Utilities ETF
|
|
|
|
|
|
First Manhattan Co
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I
|
|
|
|
|
|
Continuum Advisory, LLC
|
|
|
|
|
|
Farmers & Merchants Trust Co of Long Beach
|
|
|
|
|
|
Pacific Capital Wealth Advisors, Inc
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
|
|
|
|
|
|
Profunds - Profund Vp Utilities
|
|
|
|
|
|
Williams Jones Wealth Management, LLC.
|
|
|
|
|
|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
|
|
|
|
|
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
NMVLX - Managed Portfolio Series - Nuance Mid Cap Value Fund Institutional Class
|
|
|
|
|
|
Fairway Wealth LLC
|
|
|
|
|
|
FineMark National Bank & Trust
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
City State Bank
|
|
|
|
|
|
Brady Family Wealth, Llc
|
|
|
|
|
|
Albion Financial Group /ut
|
|
|
|
|
|
Cidel Asset Management Inc
|
|
|
|
|
|
McKinley Carter Wealth Services, Inc.
|
|
|
|
|
|
Profunds - Profund Vp Ultrabull
|
|
|
|
|
|
Fourth Dimension Wealth, LLC
|
|
|
|
|
|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA LARGE CAP VALUE SERIES
|
|
|
|
|
|
Vontobel Holding Ltd.
|
|
|
|
|
|
FMDE - FIDELITY COVINGTON TRUST - Fidelity Enhanced Mid Cap ETF
|
|
|
|
|
|
IFRA - iSHARES TRUST - iShares U.S. Infrastructure ETF
|
|
|
|
|
|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
|
|
|
Rathbone Brothers plc
|
|
|
|
|
|
LVPIX - Profunds - Large-cap Value Profund Investor Class
|
|
|
|
|
|
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
|
|
|
Groupama Asset Managment
|
|
|
|
|
|
GSBIX - GOLDMAN SACHS TRUST - Goldman Sachs Income Builder Fund Institutional
|
|
|
|
|
|
Ameliora Wealth Management Ltd.
|
|
|
|
|
|
WealthTrak Capital Management LLC
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
PABU - iSHARES TRUST - iShares Paris-Aligned Climate MSCI USA ETF
|
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Werlinich Asset Management, LLC
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First Merchants Corp
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Peoples Financial Services Corp.
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REDWX - Aspiration Funds - Aspiration Redwood Fund
|
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Wealthfront Advisers Llc
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Brown, Lisle/cummings, Inc.
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LWM Advisory Services, LLC
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VeraBank, N.A.
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CNB Bank
|
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Harwood Advisory Group, LLC
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Daiwa Securities Group Inc.
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BCAMX - PROFESSIONALLY MANAGED PORTFOLIOS - Boston Common ESG Impact U.S. Equity Fund Boston Common ESG Impact U.S. Equity
|
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VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
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KRMA - Global X Funds - Global X Conscious Companies ETF
|
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TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
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Harbour Investment Management Llc
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LOPP - Gabelli ETFs Trust - Gabelli Love Our Planet & People ETF
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SOUTH STATE Corp
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Ensign Peak Advisors, Inc
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FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
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Beaton Management Co. Inc.
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Clean Yield Group
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Bank Of Montreal /can/
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Garrison Point Advisors, Llc
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Retirement Guys Formula Llc
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DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF
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Fiduciary Trust Co
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Dynamic Advisor Solutions LLC
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B. Metzler seel. Sohn & Co. AG
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UMA Financial Services, Inc.
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JXI - iSHARES TRUST - iShares Global Utilities ETF
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Humankind Investments LLC
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Boston Common Asset Management, LLC
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Quest 10 Wealth Builders, Inc.
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Sava Infond d.o.o.
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BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
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AlphaCore Capital LLC
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QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
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Edmond De Rothschild Holding S.a.
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Phoenix Holdings Ltd.
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Sovran Advisors, LLC
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LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
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TCTC Holdings, LLC
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Gouws Capital LLC
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Godshalk Welsh Capital Management, Inc.
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SRS Capital Advisors, Inc.
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GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
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Mechanics Bank Trust Department
|
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PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
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Reaves Utility Income Fund
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NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
|
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Atlantic Union Bankshares Corp
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NZUS - SPDR SERIES TRUST - SPDR MSCI USA Climate Paris Aligned ETF
|
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SS&H Financial Advisors, Inc.
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FUTY - FIDELITY COVINGTON TRUST - Fidelity MSCI Utilities Index ETF
|
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Sequoia Financial Advisors, LLC
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Vinva Investment Management Ltd
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Colony Group, LLC
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Gitterman Wealth Management, LLC
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Nicola Wealth Management Ltd.
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Prossimo Advisors, LLC
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Bfsg, Llc
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Texas Yale Capital Corp.
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Truist Financial Corp
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Hills Bank & Trust Co
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SG Americas Securities, LLC
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Baker Tilly Financial, Llc
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NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/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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Venture Visionary Partners LLC
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Standard Life Aberdeen plc
|
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Rafferty Asset Management, LLC
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Cornerstone Planning, LLC
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BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
|
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SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund
|
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Sei Investments Co
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Vident Advisory, LLC
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AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
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CENTRAL TRUST Co
|
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AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
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Whipplewood Advisors, LLC
|
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Partners Group Private Equity (master Fund), Llc
|
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|
Evercore Wealth Management, LLC
|
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First Pacific Financial
|
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ESGMX - Natixis Funds Trust I - Mirova Global Sustainable Equity Fund Class A
|
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|
Commonwealth Equity Services, Llc
|
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American Capital Advisory, LLC
|
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SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
|
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Garde Capital, Inc.
|
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Town & Country Bank & Trust CO dba First Bankers Trust CO
|
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|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
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|
Oakworth Capital, Inc.
|
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Segment Wealth Management, LLC
|
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|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
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|
Princeton Global Asset Management LLC
|
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TPHD - TIMOTHY PLAN - Timothy Plan High Dividend Stock ETF
|
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|
SFE Investment Counsel
|
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|
Close Asset Management Ltd
|
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|
FVD - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line Dividend Index Fund
|
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|
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|
Centre Asset Management, LLC
|
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|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
Briaud Financial Planning, Inc
|
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|
Ameriflex Group, Inc.
|
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|
Vestor Capital, Llc
|
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IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
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|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
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|
VCGAX - VALIC Co I - Growth & Income Fund
|
|
|
|
|
|
Solstein Capital, LLC
|
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|
Citizens Financial Group Inc/ri
|
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|
Patton Fund Management, Inc.
|
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|
Modern Wealth Management, LLC
|
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|
|
Pacer Advisors, Inc.
|
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|
|
|
|
Portside Wealth Group, LLC
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
Empower Advisory Group, LLC
|
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|
|
|
|
Oliver Lagore Vanvalin Investment Group
|
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|
|
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|
Graypoint LLC
|
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|
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|
Nvwm, Llc
|
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|
Agp Franklin, Llc
|
|
|
|
|
|
Harbour Capital Advisors, LLC
|
|
|
|
|
|
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
|
|
|
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|
Main Street Group, LTD
|
|
|
|
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|
Mizuho Securities Usa Llc
|
|
|
|
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|
Nicholson Wealth Management Group, LLC
|
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|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
PFG Advisors
|
|
|
|
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|
BULIX - American Century Quantitative Equity Funds, Inc. - Utilities Fund Investor Class
|
|
|
|
|
|
Centiva Capital, LP
|
|
|
|
|
|
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
Everett Harris & Co /ca/
|
|
|
|
|
|
Smallwood Wealth Investment Management, LLC
|
|
|
|
|
|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
|
|
|
|
Baldwin Brothers Inc/ma
|
|
|
|
|
|
Cornerstone Advisors, LLC
|
|
|
|
|
|
South Dakota Investment Council
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
|
|
|
|
First National Corp /ma/ /adv
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
Crowley Wealth Management, Inc.
|
|
|
|
|
|
Spirit Of America Management Corp/ny
|
|
|
|
|
|
Worldquant Millennium Advisors Llc
|
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|
|
|
|
Jump Financial, LLC
|
|
|
|
|
|
Norinchukin Bank, The
|
|
|
|
|
|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
|
|
|
|
|
Canada Post Corp Registered Pension Plan
|
|
|
|
|
|
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class
|
|
|
|
|
|
ZABDFX - American Beacon Institutional Funds Trust - American Beacon Diversified Fund AAL Class
|
|
|
|
|
|
Brighthouse Funds Trust I - Victory Sycamore Mid Cap Value Portfolio Class A
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
Moors & Cabot, Inc.
|
|
|
|
|
|
WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF
|
|
|
|
|
|
Redmond Asset Management, LLC
|
|
|
|
|
|
Forza Wealth Management, LLC
|
|
|
|
|
|
LGT Group Foundation
|
|
|
|
|
|
Van Hulzen Asset Management, LLC
|
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|
|
|
|
Independence Bank of Kentucky
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
Advisor OS, LLC
|
|
|
|
|
|
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
|
|
|
|
|
Corient IA LLC
|
|
|
|
|
|
Kingswood Wealth Advisors, Llc
|
|
|
|
|
|
OCEN - IndexIQ ETF Trust - IQ Clean Oceans ETF
|
|
|
|
|
|
Shelton Capital Management
|
|
|
|
|
|
Credential Securities Inc.
|
|
|
|
|
|
Argent Trust Co
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
|
|
|
|
Prosperity Consulting Group, LLC
|
|
|
|
|
|
Fidelis Capital Partners, LLC
|
|
|
|
|
|
Financial Gravity Companies, Inc.
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Value
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
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|
|
|
KBC Group NV
|
|
|
|
|
|
Bailard, Inc.
|
|
|
|
|
|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Mid Cap Relative Value VIP Fund
|
|
|
|
|
|
Clear Street Markets Llc
|
|
|
|
|
|
Retirement Systems of Alabama
|
|
|
|
|
|
Occudo Quantitative Strategies Lp
|
|
|
|
|
|
Cahaba Wealth Management, Inc.
|
|
|
|
|
|
Sargent Investment Group, LLC
|
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|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
Waverton Investment Management Ltd
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
|
|
|
|
Glen Eagle Advisors, LLC
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
Belmont Capital, LLC
|
|
|
|
|
|
ARS Wealth Advisors Group, LLC
|
|
|
|
|
|
Everpar Advisors Llc
|
|
|
|
|
|
Essex Financial Services, Inc.
|
|
|
|
|
|
Penserra Capital Management LLC
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
Waldron Private Wealth LLC
|
|
|
|
|
|
Kentucky Retirement Systems
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Dogs of Wall Street Portfolio Class 1
|
|
|
|
|
|
FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF
|
|
|
|
|
|
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
|
|
|
|
|
|
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
|
|
|
|
|
|
JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A)
|
|
|
|
|
|
Gulf International Bank (UK) Ltd
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
MFUT - Tidal Trust II - Cambria Chesapeake Pure Trend ETF
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
Meiji Yasuda Asset Management Co Ltd.
|
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|
|
|
|
Td Asset Management Inc
|
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|
|
|
|
RAPAX - Cohen & Steers Real Assets Fund, Inc. - Cohen & Steers Real Assets Fund, Inc. Class A
|
|
|
|
|
|
Richardson Financial Services Inc.
|
|
|
|
|
|
Soapstone Management L.p.
|
|
|
|
|
|
Rossmore Private Capital
|
|
|
|
|
|
PKO Investment Management Joint-Stock Co
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
|
|
|
|
|
Hollencrest Capital Management
|
|
|
|
|
|
Virtu Financial LLC
|
|
|
|
|
|
St. Johns Investment Management Company, LLC
|
|
|
|
|
|
Mountain Pacific Investment Advisers Inc/id
|
|
|
|
|
|
Volterra Technologies LP
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
Terra Alpha Investments LLC
|
|
|
|
|
|
Horizon Kinetics Asset Management Llc
|
|
|
|
|
|
Principle Wealth Partners Llc
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
Tiaa Trust, National Association
|
|
|
|
|
|
Union Savings Bank
|
|
|
|
|
|
Meketa Infrastructure Fund
|
|
|
|
|
|
Empirical Finance, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
|
|
|
|
|
Strong Tower Advisory Services
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Value Equity Portfolio Class IB
|
|
|
|
|
|
LGT Fund Management Co Ltd.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Neville Rodie & Shaw Inc
|
|
|
|
|
|
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
Howland Capital Management Llc
|
|
|
|
|
|
Summitry Llc
|
|
|
|
|
|
Wulff, Hansen & Co.
|
|
|
|
|
|
Focused Wealth Management, Inc
|
|
|
|
|
|
Millstone Evans Group, LLC
|
|
|
|
|
|
NMFIX - Northern Funds - Multi-manager Global Listed Infrastructure Fund
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
Cibc World Markets Corp
|
|
|
|
|
|
FLOWX - FIDELITY SUMMER STREET TRUST - Fidelity Water Sustainability Fund
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
Tranquility Partners, LLC
|
|
|
|
|
|
Equitable Holdings, Inc.
|
|
|
|
|
|
Neo Ivy Capital Management
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
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Banque Transatlantique SA
|
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|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
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|
|
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|
Clarity Asset Management, Inc.
|
|
|
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|
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A
|
|
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|
Rothschild Investment Llc
|
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|
Flagship Wealth Advisors, Llc
|
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|
SC&H Financial Advisors, Inc.
|
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|
JACDX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Global Environmental Opportunities Fund Class R6
|
|
|
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|
RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF
|
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|
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|
Sierra Ocean, Llc
|
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|
JustInvest LLC
|
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|
Plante Moran Financial Advisors, LLC
|
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|
Versus Capital Real Assets Fund Llc
|
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|
Park Square Financial Group, LLC
|
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|
VEGN - ETF Series Solutions - US Vegan Climate ETF
|
|
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|
Buckingham Strategic Partners
|
|
|
|
|
|
Brighthouse Funds Trust I - Wells Capital Management Mid Cap Value Portfolio Class A
|
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|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
|
|
|
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|
Cetera Trust Company, N.A
|
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|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Growers ETF
|
|
|
|
|
|
FIW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Water ETF
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
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|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
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|
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|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
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ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
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|
Armstrong Advisory Group, Inc
|
|
|
|
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|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
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|
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|
1248 Management, LLC
|
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Pin Oak Investment Advisors Inc
|
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KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
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Coastline Trust Co
|
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Silvercrest Asset Management Group Llc
|
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AE Wealth Management LLC
|
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GQG Partners LLC
|
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PXWIX - PAX WORLD FUNDS SERIES TRUST III - Pax Ellevate Global Women's Leadership Fund Institutional Class
|
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|
Wells Fargo & Company/mn
|
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|
Avantax Advisory Services, Inc.
|
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Sandy Spring Bank
|
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Nbt Bank N A /ny
|
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AdvisorNet Financial, Inc
|
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|
VVJEX - Voya EQUITY TRUST - Voya VACS Series MCV Fund
|
|
|
|
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|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
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|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
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|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
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|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
|
|
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|
|
|
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
|
|
|
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|
Parallel Advisors, LLC
|
|
|
|
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|
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
|
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|
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|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
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|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
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|
Blueshift Asset Management, LLC
|
|
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|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
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|
Hager Investment Management Services, Llc
|
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|
Archer Investment Corp
|
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|
Public Sector Pension Investment Board
|
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Cora Capital Advisors Llc
|
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|
Public Employees Retirement Association Of Colorado
|
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|
Checchi Capital Advisers, LLC
|
|
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|
Clear Harbor Asset Management, LLC
|
|
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|
IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
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|
|
Cerity Partners LLC
|
|
|
|
|
|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
|
|
|
ARILX - Aristotle Funds Series Trust - Aristotle Core Equity Fund II Class I
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
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|
Sapient Capital Llc
|
|
|
|
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|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
|
|
|
|
|
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
Level Four Advisory Services, Llc
|
|
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|
|
Center for Financial Planning, Inc.
|
|
|
|
|
|
National Pension Service
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
|
|
|
|
|
Alan B. Lancz & Associates, Inc.
|
|
|
|
|
|
ABLE Financial Group, LLC
|
|
|
|
|
|
Axa S.a.
|
|
|
|
|
|
Personal Cfo Solutions, Llc
|
|
|
|
|
|
Everhart Financial Group, Inc.
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
Ambassador Advisors, LLC
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
Roble, Belko & Company, Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
|
|
|
Westpac Banking Corp
|
|
|
|
|
|
Beacon Capital Management, LLC
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
VNEYX - Advisors' Inner Circle Fund II - Vontobel Global Environmental Change Fund Y Shares
|
|
|
|
|
|
VFMV - VANGUARD WELLINGTON FUND - Vanguard U.S. Minimum Volatility ETF ETF Shares
|
|
|
|
|
|
HMV Wealth Advisors, LLC
|
|
|
|
|
|
Ipsen Advisor Group LLC
|
|
|
|
|
|
ICW Investment Advisors LLC
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
Flagship Harbor Advisors, Llc
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
|
|
|
|
|
|
Deseret Mutual Benefit Administrators
|
|
|
|
|
|
Evelyn Partners Investment Management Services Ltd
|
|
|
|
|
|
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class
|
|
|
|
|
|
ARIQX - Aristotle Funds Series Trust - Aristotle Value Equity Fund Class I
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
TRVLX - T. Rowe Price Value Fund, Inc. - T. Rowe Price Value Fund, Inc.
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
Cantor Fitzgerald Sustainable Infrastructure Fund
|
|
|
|
|
|
Canandaigua National Bank & Trust Co
|
|
|
|
|
|
Mattern Capital Management, Llc
|
|
|
|
|
|
Hoey Investments, Inc
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA Allocation Fund Class C
|
|
|
|
|
|
LEOIX - LAZARD FUNDS INC - Lazard Enhanced Opportunities Portfolio Institutional Shares
|
|
|
|
|
|
PAX Financial Group, LLC
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
|
|
|
|
|
Sherbrooke Park Advisers Llc
|
|
|
|
|
|
WASHINGTON TRUST Co
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
Friedenthal Financial
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
RPAR - Tidal ETF Trust - RPAR Risk Parity ETF
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
|
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund
|
|
|
|
|
|
Copeland Capital Management, LLC
|
|
|
|
|
|
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB
|
|
|
|
|
|
Knights of Columbus Asset Advisors LLC
|
|
|
|
|
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
Old Port Advisors
|
|
|
|
|
|
Welch & Forbes Llc
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Morton Brown Family Wealth, LLC
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
|
|
|
|
First National Bank Of Omaha
|
|
|
|
|
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
|
|
|
|
|
Ossiam
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
Forsta Ap-fonden
|
|
|
|
|
|
Amica Mutual Insurance Co
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco ESG S&P 500 Equal Weight ETF
|
|
|
|
|
|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
|
|
|
|
LCAP - Principal Exchange-Traded Funds - Principal Capital Appreciation Select ETF
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
Bnp Paribas
|
|
|
|
|
|
Ostrum Asset Management
|
|
|
|
|
|
Kempen Capital Management N.v.
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Real Assets ESG ETF
|
|
|
|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
|
|
|
|
RFG Advisory, LLC
|
|
|
|
|
|
Dudley & Shanley, Inc.
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
NOSIX - Northern Funds - Northern Stock Index Fund
|
|
|
|
|
|
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
IVE - iSHARES TRUST - iShares S&P 500 Value ETF
|
|
|
|
|
|
Diversified Enterprises, LLC
|
|
|
|
|
|
CFWAX - CALVERT IMPACT FUND INC - Calvert Global Water Fund Class A
|
|
|
|
|
|
Shell Asset Management Co
|
|
|
|
|
|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares
|
|
|
|
|
|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
|
|
|
|
|
PHO - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Water Resources ETF
|
|
|
|
|
|
IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF
|
|
|
|
|
|
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF
|
|
|
|
|
|
Beaird Harris Wealth Management, LLC
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
Everence Capital Management Inc
|
|
|
|
|
|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
|
|
|
Kesler, Norman & Wride, LLC
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Atom Investors LP
|
|
|
|
|
|
De Burlo Group Inc
|
|
|
|
|
|
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
PXDIX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG BETA DIVIDEND FUND Institutional Class
|
|
|
|
|
|
Aquatic Capital Management LLC
|
|
|
|
|
|
USS Investment Management Ltd
|
|
|
|
|
|
Blossom Wealth Management
|
|
|
|
|
|
Sigma Planning Corp
|
|
|
|
|
|
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
DESRX - DEUTSCHE DWS INVESTMENT TRUST - DWS ESG Core Equity Fund Class R
|
|
|
|
|
|
AXMNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Mid Cap Multi-Style Fund Acclivity Mid Cap Multi-Style N Shares
|
|
|
|
|
|
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
Partners Group Holding AG
|
|
|
|
|
|
REAP Financial Group, LLC
|
|
|
|
|
|
STXD - EA Series Trust - Strive 1000 Dividend Growth ETF
|
|
|
|
|
|
HAVLX - HARBOR FUNDS - Harbor Large Cap Value Fund Institutional Class
|
|
|
|
|
|
IMC-Chicago, LLC
|
|
|
|
|
|
Birchcreek Wealth Management, LLC
|
|
|
|
|
|
Vista Wealth Management Group, LLC
|
|
|
|
|
|
Nfj Investment Group, Llc
|
|
|
|
|
|
Romano Brothers And Company
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
Granite FO LLC
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
Northcape Wealth Management, Llc
|
|
|
|
|
|
Wells Fargo Utilities & High Income Fund
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
Gryphon Financial Partners LLC
|
|
|
|
|
|
Tevis Investment Management
|
|
|
|
|
|
Westerkirk Capital Inc.
|
|
|
|
|
|
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF
|
|
|
|
|
|
DT Investment Partners, LLC
|
|
|
|
|
|
Zacks Trust - Zacks All-Cap Core Fund Institutional Class Shares
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
|
|
|
PORIX - Perpetual Americas Funds Trust - Trillium ESG Global Equity Fund Institutional Shares
|
|
|
|
|
|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
Hopwood Financial Services, Inc.
|
|
|
|
|
|
Two Sigma Investments, Lp
|
|
|
|
|
|
CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA ALL CAP VALUE SERIES
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio
|
|
|
|
|
|
Shilanski & Associates, Inc.
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
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|
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
|
|
|
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|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
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|
Sagefield Capital LP
|
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|
IFM Investors Pty Ltd
|
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|
Accurate Wealth Management, LLC
|
|
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|
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|
FTRI - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Indxx Global Natural Resources Income ETF
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
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|
|
|
Beacon Pointe Advisors, LLC
|
|
|
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|
GW&K Investment Management, LLC
|
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|
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K
|
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|
Ag2r La Mondiale Gestion D'actifs
|
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|
Teacher Retirement System Of Texas
|
|
|
|
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|
Jnl Series Trust - Jnl Multi-manager Mid Cap Fund (a)
|
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|
XML Financial, LLC
|
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|
SMIZ - Zacks Trust - Zacks Small/Mid Cap ETF
|
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|
St. Clair Advisors, LLC
|
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|
Scientech Research LLC
|
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|
Ashton Thomas Securities, Llc
|
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Oak Thistle LLC
|
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|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
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|
Candriam Luxembourg S.C.A.
|
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|
Citigroup Inc
|
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|
Monetary Management Group Inc
|
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|
Mackenzie Financial Corp
|
|
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|
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A
|
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|
WFA of San Diego, LLC
|
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|
Dorsey & Whitney Trust CO LLC
|
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Janney Montgomery Scott LLC
|
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|
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund
|
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|
Asset Advisors Investment Management, LLC
|
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FNSTX - FIDELITY INVESTMENT TRUST - Fidelity Infrastructure Fund
|
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PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
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|
CIBC World Markets Inc.
|
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|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
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|
Gleason Group, Inc.
|
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|
Bangor Savings Bank
|
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GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
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|
Bourgeon Capital Management Llc
|
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SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
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|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
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|
State of New Jersey Common Pension Fund D
|
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|
Private Wealth Management Group, LLC
|
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|
Marshall & Sterling Wealth Advisors Inc.
|
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DRDAX - TRUST FOR PROFESSIONAL MANAGERS - Dearborn Partners Rising Dividend Fund - Class A Shares
|
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|
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF
|
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|
CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF
|
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|
Belpointe Asset Management LLC
|
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|
Hartford Investment Management Co
|
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Eastern Bank
|
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Qrg Capital Management, Inc.
|
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Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
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IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
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|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
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|
Beese Fulmer Investment Management, Inc.
|
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Strata Wealth Advisors, LLC
|
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ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
|
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|
|
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
|
|
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|
TPLE - TIMOTHY PLAN - Timothy Plan US Large/Mid Cap Core Enhanced ETF
|
|
|
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|
VMVIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Value Index Fund Investor Shares
|
|
|
|
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EVUAX - WELLS FARGO FUNDS TRUST - Wells Fargo Utility and Telecommunications Fund Class A
|
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|
Fulcrum Asset Management LLP
|
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JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
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|
Dohj, Llc
|
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|
Captrust Financial Advisors
|
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|
Keybank National Association/oh
|
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Cwm, Llc
|
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|
Principal Securities, Inc.
|
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|
USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF
|
|
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|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
|
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|
|
Fort Washington Investment Advisors Inc /oh/
|
|
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|
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P
|
|
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|
|
Canada Pension Plan Investment Board
|
|
|
|
|
|
Saxony Capital Management, LLC
|
|
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|
VUIAX - VANGUARD WORLD FUND - Vanguard Utilities Index Fund Admiral Shares
|
|
|
|
|
|
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
|
|
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class
|
|
|
|
|
|
USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF
|
|
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|
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|
TruNorth Capital Management, LLC
|
|
|
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|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
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|
|
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
|
|
|
|
|
Binnacle Investments Inc
|
|
|
|
|
|
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
|
|
|
|
|
OneAscent Financial Services LLC
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
Magellan Asset Management Ltd
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
Group One Trading, L.p.
|
|
|
|
|
|
Pinnacle West Asset Management, Inc.
|
|
|
|
|
|
Mirador Capital Partners LP
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
|
|
|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
|
|
|
|
Hazlett, Burt & Watson, Inc.
|
|
|
|
|
|
Meeder Advisory Services, Inc.
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
|
|
|
|
|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
|
|
|
|
|
Gables Capital Management Inc.
|
|
|
|
|
|
CWM Advisors, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
Mbb Public Markets I Llc
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
First Eagle Investment Management, LLC
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
S&t Bank/pa
|
|
|
|
|
|
Trillium Asset Management, Llc
|
|
|
|
|
|
Advanced Series Trust - Ast Advanced Strategies Portfolio
|
|
|
|
|
|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
|
|
|
|
Metis Global Partners, LLC
|
|
|
|
|
|
iA Global Asset Management Inc.
|
|
|
|
|
|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
|
|
|
|
|
Orion Capital Management LLC
|
|
|
|
|
|
Schnieders Capital Management Llc
|
|
|
|
|
|
MASTERINVEST Kapitalanlage GmbH
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares
|
|
|
|
|
|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
Tokio Marine Asset Management Co Ltd
|
|
|
|
|
|
J.P. Marvel Investment Advisors, LLC
|
|
|
|
|
|
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
|
|
|
|
|
Congress Wealth Management LLC / DE /
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
Retirement Planning Co of New England, Inc.
|
|
|
|
|
|
Country Trust Bank
|
|
|
|
|
|
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
|
|
|
|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
|
|
|
|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
Creekmur Asset Management LLC
|
|
|
|
|
|
GSIIX - GOLDMAN SACHS TRUST - Goldman Sachs Equity Income Fund Institutional
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Socially Responsible Fund Class I
|
|
|
|
|
|
TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
|
|
|
Cohen & Steers, Inc.
|
|
|
|
|
|
VETAX - VICTORY PORTFOLIOS - Victory Sycamore Established Value Fund Class A
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
PNBAX - Virtus Investment Trust - Virtus NFJ Large-Cap Value Fund A
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
Townsquare Capital Llc
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
Daymark Wealth Partners, Llc
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
Resona Asset Management Co.,Ltd.
|
|
|
|
|
|
Ingalls & Snyder Llc
|
|
|
|
|
|
17 Capital Partners, Llc
|
|
|
|
|
|
BLPIX - Profunds - Bull Profund Investor Class
|
|
|
|
|
|
PDS Planning, Inc
|
|
|
|
|
|
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
|
|
|
|
|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
|
|
|
|
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
OSTVX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Strategic Investment Fund Investor Class
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
Claro Advisors LLC
|
|
|
|
|
|
Mystic Asset Management, Inc.
|
|
|
|
|
|
Aaron Wealth Advisors LLC
|
|
|
|
|
|
Mirova
|
|
|
|
|
|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
|
|
|
Montanaro Asset Management Ltd
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
JNL SERIES TRUST - JNL Multi-Manager U.S. Select Equity Fund (A)
|
|
|
|
|
|
Indiana Trust & Investment Management CO
|
|
|
|
|
|
Formidable Asset Management, LLC
|
|
|
|
|
|
Trust Co Of Toledo Na /oh/
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
|
|
|
|
|
Financial Connections Group, Inc.
|
|
|
|
|
|
Strategic Investment Solutions, Inc. /IL
|
|
|
|
|
|
Los Angeles Capital Management Llc
|
|
|
|
|
|
Intech Investment Management Llc
|
|
|
|
|
|
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class
|
|
|
|
|
|
Navigoe, LLC
|
|
|
|
|
|
Grant Private Wealth Management Inc
|
|
|
|
|
|
Gen-Wealth Partners Inc
|
|
|
|
|
|
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
|
|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
|
|
|
|
|
Pacifica Partners Inc.
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
|
|
|
|
|
Brown Miller Wealth Management, LLC
|
|
|
|
|
|
Korea Investment CORP
|
|
|
|
|
|
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A
|
|
|
|
|
|
STXG - EA Series Trust - Strive 1000 Growth ETF
|
|
|
|
|
|
Securian Funds Trust - SFT T. Rowe Price Value Fund
|
|
|
|
|
|
Eqis Capital Management, Inc.
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
Atlantic Edge Private Wealth Management, LLC
|
|
|
|
|
|
Raiffeisen Bank International AG
|
|
|
|
|
|
Norges Bank
|
|
|
|
|
|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
|
|
|
|
|
SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
|
|
|
|
|
Mjp Associates Inc /adv
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA LARGE CORE SERIES
|
|
|
|
|
|
McDonough Capital Management, Inc
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
|
|
|
|
|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
|
|
|
|
|
C M Bidwell & Associates Ltd
|
|
|
|
|
|
Cynosure Management, Llc
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
CLSUX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Sustainability Leaders Fund Class A
|
|
|
|
|
|
Haverford Trust Co
|
|
|
|
|
|
Kcm Investment Advisors Llc
|
|
|
|
|
|
TBLU - Managed Portfolio Series - Tortoise Global Water ESG Fund
|
|
|
|
|
|
Humankind Benefit Corp - Humankind US Stock ETF
|
|
|
|
|
|
Versus Capital Infrastructure Income Fund
|
|
|
|
|
|
ESN - NORTHERN LIGHTS FUND TRUST II - Essential 40 Stock ETF
|
|
|
|
|
|
EFRA - iSHARES TRUST - iShares Environmental Infrastructure and Industrials ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Charter Trust Co
|
|
|
|
|
|
FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF
|
|
|
|
|
|
Erste Asset Management GmbH
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
Fire Capital Management LLC
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
Oppenheimer Asset Management Inc.
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
|
|
|
|
Northwest Capital Management Inc
|
|
|
|
|
|
Rehmann Capital Advisory Group
|
|
|
|
|
|
Woodline Partners LP
|
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United Bank
|
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|
Motco
|
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|
Elo Mutual Pension Insurance Co
|
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|
DAVENPORT & Co LLC
|
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|
Summit Financial, LLC
|
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|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
Cobblestone Capital Advisors Llc /ny/
|
|
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USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF
|
|
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|
Sterling Capital Management LLC
|
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Zions Bancorporation, National Association /ut/
|
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CIBC Asset Management Inc
|
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Cove Private Wealth, LLC
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Keel Point, LLC
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Exchange Traded Concepts, Llc
|
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Blue Barn Wealth, LLC
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Snowden Capital Advisors LLC
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Boston Family Office Llc
|
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Principia Wealth Advisory, LLC
|
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|
Blume Capital Management, Inc.
|
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Concurrent Investment Advisors, LLC
|
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NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
|
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Putney Financial Group LLC
|
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Comerica Bank
|
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Fisher Funds Management LTD
|
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TD Waterhouse Canada Inc.
|
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Capital A Wealth Management, LLC
|
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|
|
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional
|
|
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DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF
|
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|
Mark Sheptoff Financial Planning, Llc
|
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Texas Permanent School Fund
|
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XLU - SELECT SECTOR SPDR TRUST - The Utilities Select Sector SPDR Fund
|
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Livforsakringsbolaget Skandia, Omsesidigt
|
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Highline Wealth Partners Llc
|
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PUI - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Utilities Momentum ETF
|
|
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JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
|
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Sowell Financial Services LLC
|
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GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
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Kentucky Trust Co
|
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Smithfield Trust Co
|
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Susquehanna International Group, Llp
|
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Front Row Advisors LLC
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Groupe la Francaise
|
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Rakuten Securities, Inc.
|
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VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
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ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
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|
Community Bank, N.A.
|
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Seacrest Wealth Management, Llc
|
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JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
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Core Alternative Capital
|
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First Citizens Bank & Trust Co
|
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NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
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New England Research & Management, Inc.
|
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UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
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Bridgewater Advisors Inc.
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Mitchell & Pahl Private Wealth, Llc
|
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Hancock Whitney Corp
|
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Impax Asset Management Group plc
|
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S-Bank Fund Management Ltd
|
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Commerce Bank
|
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FLQM - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Mid Cap Equity ETF
|
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Wsfs Capital Management, Llc
|
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NALFX - New Alternatives Fund - New Alternatives Fund Class A Shares
|
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Sumitomo Mitsui Trust Holdings, Inc.
|
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Wellington Management Group Llp
|
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Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
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|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
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DekaBank Deutsche Girozentrale
|
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Custom Index Systems, Llc
|
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|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
|
|
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|
Federated Hermes, Inc.
|
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|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
|
|
|
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|
Tidemark, LLC
|
|
|
|
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|
Crestwood Advisors Group LLC
|
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|
Private Wealth Partners, LLC
|
|
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|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
|
|
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|
Rsm Us Wealth Management Llc
|
|
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|
Huntleigh Advisors, Inc.
|
|
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|
State Board Of Administration Of Florida Retirement System
|
|
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|
|
|
Squarepoint Ops LLC
|
|
|
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|
Bruce G. Allen Investments, LLC
|
|
|
|
|
|
Meketa Investment Group Inc /adv
|
|
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|
Penobscot Investment Management Company, Inc.
|
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|
Barclays Plc
|
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|
Howard Hughes Medical Institute
|
|
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|
Quadrature Capital Ltd
|
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|
Nomura Holdings Inc
|
|
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|
Robeco Schweiz AG
|
|
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|
Smartleaf Asset Management LLC
|
|
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|
Chevy Chase Trust Holdings, Inc.
|
|
|
|
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|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
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|
SUWAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Core Equity Fund Class A
|
|
|
|
|
|
Generali Investments CEE, investicni spolecnost, a.s.
|
|
|
|
|
|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
|
|
|
|
TPHE - TIMOTHY PLAN - Timothy Plan High Dividend Stock Enhanced ETF
|
|
|
|
|
|
Perissos Private Wealth Management, LLC
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
Huber Capital Management LLC
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
Kinneret Advisory, LLC
|
|
|
|
|
|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
|
|
|
|
GCBLX - GREEN CENTURY FUNDS - GREEN CENTURY BALANCED FUND Individual Investor Class
|
|
|
|
|
|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
|
|
|
|
Family Legacy, Inc.
|
|
|
|
|
|
SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF
|
|
|
|
|
|
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
Franklin Templeton ETF Trust - ClearBridge Sustainable Infrastructure ETF
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
Obermeyer Wood Investment Counsel, Lllp
|
|
|
|
|
|
Patten Group, Inc.
|
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
|
Bank Of Stockton
|
|
|
|
|
|
Elevation Series Trust - RiverNorth Patriot ETF
|
|
|
|
|
|
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
Tyche Wealth Partners LLC
|
|
|
|
|
|
Dearborn Partners Llc
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
NEOS Investment Management LLC
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
Stewardship Advisors, LLC
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares
|
|
|
|
|
|
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
|
|
|
|
|
|
CHGX - Investment Managers Series Trust II - AXS Change Finance ESG ETF
|
|
|
|
|
|
EIPIX - EIP INVESTMENT TRUST - EIP Growth and Income Fund Class I
|
|
|
|
|
|
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
|
|
|
|
|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
Putnam Fl Investment Management Co
|
|
|
|
|
|
TFPN - Tidal Trust II - Blueprint Chesapeake Multi-Asset Trend ETF
|
|
|
|
|
|
Two Roads Shared Trust - Hypatia Women CEO ETF
|
|
|
|
|
|
AMF Pensionsforsakring AB
|
|
|
|
|
|
Coastal Bridge Advisors, LLC
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
CDGRX - Copeland Trust - Copeland Risk Managed Dividend Growth Fund Class A shares
|
|
|
|
|
|
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
Aviva Plc
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
Sivia Capital Partners, LLC
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
FERRX - FIRST EAGLE FUNDS - First Eagle Global Real Assets Fund Class R6
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
Halbert Hargrove Global Advisors, Llc
|
|
|
|
|
|
JETIX - abrdn Funds - abrdn Global Equity Impact Fund Institutional Class
|
|
|
|
|
|
HDV - iSHARES TRUST - iShares Core High Dividend ETF
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
Diversify Advisory Services, LLC
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
Robeco Institutional Asset Management B.V.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class
|
|
|
|
|
|
AWTAX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Water Fund Class A
|
|
|
|
|
|
ELCV - Strategy Shares - Eventide High Dividend ETF
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
Robertson Stephens Wealth Management, LLC
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
ICONIQ Capital, LLC
|
|
|
|
|
|
Northwestern Mutual Investment Management Company, Llc
|
|
|
|
|
|
GRASX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Real Assets Strategy Fund Class R6 Shares
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
|
|
|
|
|
KC Investment Advisors, LLC
|
|
|
|
|
|
Itau Unibanco Holding S.A.
|
|
|
|
|
|
Flaharty Asset Management, LLC
|
|
|
|
|
|
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
|
|
|
|
|
Fairscale Capital, LLC
|
|
|
|
|
|
Peapack Gladstone Financial Corp
|
|
|
|
|
|
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A
|
|
|
|
|
|
Pinnacle Associates Ltd
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
AVMC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Equity ETF
|
|
|
|
|
|
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
|
|
|
|
|
Parsons Capital Management Inc/ri
|
|
|
|
|
|
Piscataqua Savings Bank
|
|
|
|
|
|
ECLN - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust EIP Carbon Impact ETF
|
|
|
|
|
|
Canandaigua National Trust Co of Florida
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
Mutual Of America Capital Management Llc
|
|
|
|
|
|
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A
|
|
|
|
|
|
FLDZ - Listed Funds Trust - RiverNorth Patriot ETF
|
|
|
|
|
|
Arrow Financial Corp
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
Spdr S&p 500 Etf Trust
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Global Real Estate Portfolio Class IB
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
Total Investment Management Inc
|
|
|
|
|
|
Kessler Investment Group, LLC
|
|
|
|
|
|
NCEGX - NORTH COUNTRY FUNDS - The North Country Equity Growth Fund
|
|
|
|
|
|
Peregrine Asset Advisers, Inc.
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
|
|
|
|
|
NEWZ - EA Series Trust - StockSnips AI-Powered Sentiment US All Cap ETF
|
|
|
|
|
|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
Canton Hathaway, LLC
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
|
|
|
|
|
Byrne Asset Management LLC
|
|
|
|
|
|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
|
|
|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Figure 8 Investment Strategies Llc
|
|
|
|
|
|
Lombard Odier Asset Management (Europe) Ltd
|
|
|
|
|
|
Thematics Asset Management
|
|
|
|
|
|
QUAL - iSHARES TRUST - iShares Edge MSCI USA Quality Factor ETF
|
|
|
|
|
|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
|
|
|
|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
|
|
|
|
|
Costello Asset Management, INC
|
|
|
|
|
|
Aspect Partners, LLC
|
|
|
|
|
|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Ulland Investment Advisors, LLC
|
|
|
|
|
|
Pacific Center for Financial Services
|
|
|
|
|
|
Rare Infrastructure Ltd
|
|
|
|
|
|
IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF
|
|
|
|
|
|
Perpetual Ltd
|
|
|
|
|
|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
|
|
|
|
|
Wealthspire Advisors, LLC
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
GILIX - New Age Alpha Funds Trust - NAA LARGE CORE FUND Institutional Class
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Social Awareness Fund Standard Class
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
Gibbs Wealth Management
|
|
|
|
|
|
Hartford Financial Management Inc.
|
|
|
|
|
|
Sentry Investment Management Llc
|
|
|
|
|
|
BGLAX - Brookfield Investment Funds - Brookfield Global Listed Infrastructure Fund Class A
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
Wesbanco Bank Inc
|
|
|
|
|
|
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
|
|
|
|
|
|
Scotia Capital Inc.
|
|
|
|
|
|
SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF
|
|
|
|
|
|
Valley National Advisers Inc
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
|
|
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Davis R M Inc
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DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
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Macquarie Group Ltd
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Allworth Financial LP
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Capital Fund Management S.a.
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SJS Investment Consulting Inc.
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Gilman Hill Asset Management, LLC
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Tredje AP-fonden
|
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MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
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PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Principal Capital Appreciation Account Class 1
|
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|
Evermay Wealth Management Llc
|
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Parkside Financial Bank & Trust
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MCF Advisors LLC
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AIA Group Ltd
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OSTFX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Fund Investor Class
|
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Sound Income Strategies, LLC
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Strs Ohio
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GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
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Quadrant Capital Group Llc
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Glenview Trust Co
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QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1
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High Note Wealth, LLC
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Sumitomo Life Insurance Co
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Banque Cantonale Vaudoise
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DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
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Intrua Financial, LLC
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Ancora Advisors, LLC
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Sycomore Asset Management
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Brookfield Asset Management Inc.
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Osterweis Capital Management Inc
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Golden State Wealth Management, LLC
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Holocene Advisors, LP
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Murphy & Mullick Capital Management Corp
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Relyea Zuckerberg Hanson LLC
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Steward Partners Investment Advisory, Llc
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Green Alpha Advisors, LLC
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SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F
|
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|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
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Pingora Partners LLC
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RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
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Agf Management Ltd
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Baird Financial Group, Inc.
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RYUIX - RYDEX SERIES FUNDS - Utilities Fund Investor Class
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Securian Asset Management, Inc
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QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
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Spf Beheer Bv
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TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
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Prudential Financial Inc
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GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
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EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
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Allianz Se
|
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THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
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Amplify ETF Trust - Amplify Etho Climate Leadership U.S. ETF
|
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|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
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IMCG - iSHARES TRUST - iShares Morningstar Mid-Cap Growth ETF
|
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
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|
Heritage Wealth Management, Inc.
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Stephens Inc /ar/
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MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
|
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EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
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BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
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Old Point Trust & Financial Services N A
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GAUAX - Gabelli Utilities Fund - The Gabelli Utilities Fund Class A
|
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Cullen Capital Management, LLC
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WMKGX - WESMARK FUNDS - WesMark Growth Fund
|
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RWC Asset Management LLP
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MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
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|
SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF
|
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|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
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|
GQHPX - Advisors' Inner Circle Fund III - GQG PARTNERS US QUALITY DIVIDEND INCOME FUND Investor Shares
|
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DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
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|
Commerzbank Aktiengesellschaft /fi
|
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|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
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Strategy Asset Managers Llc
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TOLZ - PROSHARES TRUST - ProShares DJ Brookfield Global Infrastructure ETF
|
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|
American Century Companies Inc
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Ogorek Anthony Joseph /ny/ /adv
|
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Moneta Group Investment Advisors Llc
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TPDAX - TIMOTHY PLAN - Timothy Plan Defensive Strategies Fund Class A
|
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|
Sofos Investments, Inc.
|
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|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
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|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
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|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
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|
Fulcrum Capital LLC
|
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|
Advisors Capital Management, LLC
|
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|
McIlrath & Eck, LLC
|
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|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
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|
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|
BI Asset Management Fondsmaeglerselskab A/S
|
|
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|
UTPIX - Profunds - Utilities Ultrasector Profund Investor Class
|
|
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|
Colonial Trust Advisors
|
|
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|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
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|
|
|
Dai-Ichi Life Insurance Company, Ltd
|
|
|
|
|
|
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF
|
|
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|
Resources Management Corp /ct/ /adv
|
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|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
EFG Asset Management (Americas) Corp.
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
|
|
|
|
|
PENN SERIES FUNDS INC - Index 500 Fund
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
Farringdon Capital, Ltd.
|
|
|
|
|
|
Stonebridge Financial Planning Group, LLC
|
|
|
|
|
|
Gamco Investors, Inc. Et Al
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
|
|
|
|
|
West Branch Capital LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
|
|
|
|
Richardson Capital Management LLC
|
|
|
|
|
|
Transatlantique Private Wealth Llc
|
|
|
|
|
|
Griffith & Werner, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund
|
|
|
|
|
|
Vega Investment Solutions
|
|
|
|
|
|
STXV - EA Series Trust - Strive 1000 Value ETF
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
|
1620 Investment Advisors, Inc.
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Utilities Fund Variable Annuity
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
Cobler Capital Management, LLC
|
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
|
|
STRV - EA Series Trust - Strive 500 ETF
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
Raleigh Capital Management Inc.
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
Keebeck Wealth Management, LLC
|
|
|
|
|
|
Miller Howard Investments Inc /ny
|
|
|
|
|
|
Crews Bank & Trust
|
|
|
|
|
|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
|
|
|
|
|
Csenge Advisory Group
|
|
|
|
|
|
EUSM - Strategy Shares - Eventide US Market ETF
|
|
|
|
|
|
Mairs & Power Inc
|
|
|
|
|
|
Andra AP-fonden
|
|
|
|
|
|
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A
|
|
|
|
|
|
Jeppson Wealth Management, Llc
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
|
|
|
|
|
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
|
|
|
|
|
|
Boreal Capital Management LLC
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
|
|
|
|
|
Bowen Hanes & Co Inc
|
|
|
|
|
|
Northwest & Ethical Investments L.P.
|
|
|
|
|
|
Atlantic Private Wealth, LLC
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares
|
|
|
|
|
|
Perennial Advisors, LLC
|
|
|
|
|
|
Brevan Howard Capital Management LP
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
NCVLX - Managed Portfolio Series - Nuance Concentrated Value Fund Institutional Class Shares
|
|
|
|
|
|
Alpine Bank Wealth Management
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
Premier Path Wealth Partners, LLC
|
|
|
|
|
|
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
|
|
|
|
|
|
Mirabaud & Cie SA
|
|
|
|
|
|
NULC - Nushares ETF Trust - Nuveen ESG Large-Cap ETF
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
|
|
|
|
|
Evolution Advisers, Inc.
|
|
|
|
|
|
Linscomb & Williams, Inc.
|
|
|
|
|
|
Marshall Wace, Llp
|
|
|
|
|
|
Profunds - Profund Vp Bull
|
|
|
|
|
|
Assenagon Asset Management S.A.
|
|
|
|
|
|
Ransom Advisory, Ltd
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon Utilities Sector Fund (a)
|
|
|
|
|
|
Journey Strategic Wealth Llc
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
Moody National Bank Trust Division
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
Financial Network Wealth Advisors LLC
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
Quilter Plc
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
FEUS - FlexShares Trust - FlexShares ESG & Climate US Large Cap Core Index Fund
|
|
|
|
|
|
Middleton & Co Inc/ma
|
|
|
|
|
|
PRAXIS FUNDS - Praxis Impact Large Cap Value ETF
|
|
|
|
|
|
Union Bancaire Privee, UBP SA
|
|
|
|
|
|
PFS Partners, LLC
|
|
|
|
|
|
Thrivent Core Funds - Thrivent Core Low Volatility Equity Fund
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
NULV - Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF
|
|
|
|
|
|
PFW Advisors LLC
|
|
|
|
|
|
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund
|
|
|
|
|
|
Covea Finance
|
|
|
|
|
|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
Paradigm Financial Partners, Llc
|
|
|
|
|
|
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF
|
|
|
|
|
|
TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund
|
|
|
|
|
|
Confluence Investment Management Llc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
|
|
|
|
|
King Luther Capital Management Corp
|
|
|
|
|
|
Smith, Moore & Co.
|
|
|
|
|
|
Aristotle Capital Management, LLC
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
Nicolet Bankshares Inc
|
|
|
|
|
|
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
Bridge Creek Capital Management LLC
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
LBAY - Tidal ETF Trust - Leatherback Long/Short Alternative Yield ETF
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
Sagespring Wealth Partners, Llc
|
|
|
|
|
|
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
|
|
|
|
|
Jericho Financial, Llp
|
|
|
|
|
|
Dogwood Wealth Management LLC
|
|
|
|
|
|
Gateway Investment Advisers Llc
|
|
|
|
|
|
Heck Capital Advisors, LLC
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
RTXAX - RUSSELL INVESTMENT CO - Tax-Managed Real Assets Fund Class A
|
|
|
|
|
|
Great Diamond Partners, LLC
|
|
|
|
|
|
BRWIX - AMG Funds I - AMG Managers Brandywine Fund Class I
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
Tompkins Financial Corp
|
|
|
|
|
|
Arlington Trust Co LLC
|
|
|
|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
|
|
|
|
|
|
Gabelli Dividend & Income Trust
|
|
|
|
|
|
Yaupon Capital Management LP
|
|
|
|
|
|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
|
AIWEX - Cavanal Hill Funds - World Energy Fund Institutional
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
Integrated Advisors Network LLC
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
|
|
|
Handelsbanken Fonder AB
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
Nuance Investments, Llc
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
ACVF - ETF Opportunities Trust - American Conservative Values ETF
|
|
|
|
|
|
GGIAX - GOLDMAN SACHS TRUST - Goldman Sachs Global Infrastructure Fund Class A Shares
|
|
|
|
|
|
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
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Frank, Rimerman Advisors LLC
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ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio
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MAGA - ETF Series Solutions - Point Bridge GOP Stock Tracker ETF
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CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
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Rakuten Investment Management, Inc.
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PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
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Annis Gardner Whiting Capital Advisors, LLC
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DnB Asset Management AS
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GIZAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Global Infrastructure Fund Class A
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PTL - Northern Lights Fund Trust IV - Inspire 500 ETF
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QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio
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PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
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SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
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QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
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OALC - UNIFIED SERIES TRUST - OneAscent Large Cap Core ETF
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Arcadia Investment Management Corp/mi
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CVSE - Morgan Stanley ETF Trust - Calvert US Select Equity ETF
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Bradley Foster & Sargent Inc/ct
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First Affirmative Financial Network
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Mcdonald Partners Llc
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NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
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Lantz Financial LLC
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Buck Wealth Strategies, LLC
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Great West Life Assurance Co /can/
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Foundations Investment Advisors, LLC
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FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund
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Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
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ELFNX - ELFUN TRUSTS - ELFUN TRUSTS Elfun Trusts
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Great Valley Advisor Group, Inc.
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Rockefeller Capital Management L.P.
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La Banque Postale Asset Management SA
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Rossby Financial, LCC
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Towarzystwo Funduszy Inwestycyjnych Pzu Sa
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QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
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E. Ohman J:or Asset Management AB
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FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund
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Busey Wealth Management
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Teachers Retirement System Of The State Of Kentucky
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New York Life Investment Management Llc
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Wiley Bros.-aintree Capital, Llc
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Royal London Asset Management Ltd
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PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
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INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
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Peddock Capital Advisors, Llc
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Anchor Investment Management, LLC
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Tortoise Investment Management, LLC
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Kestra Advisory Services, LLC
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BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio
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Y-Intercept (Hong Kong) Ltd
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Kilter Group LLC
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Pictet Asset Management Holding SA
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Zacks Investment Management
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Texas Capital Bank Wealth Management Services Inc
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Cary Street Partners Financial Llc
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Resources Investment Advisors, LLC.
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Energy Income Partners, LLC
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Fortune Financial Advisors, LLC
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Coldstream Capital Management Inc
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Washington Trust Bank
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THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A
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UBS Group AG
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Prospera Financial Services Inc
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Stephens Consulting, LLC
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Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
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UPW - PROSHARES TRUST - ProShares Ultra Utilities
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VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
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Park Place Capital Corp
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DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I
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Activest Wealth Management
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RALIX - LAZARD FUNDS INC - Lazard Real Assets and Pricing Opportunities Portfolio Institutional Shares
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Bogart Wealth, LLC
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GUNR - FlexShares Trust - FlexShares Morningstar Global Upstream Natural Resources Index Fund
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