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Envestnet Asset Management Inc
|
|
|
|
|
|
SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF
|
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|
|
|
|
TURF - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Natural Resources ETF
|
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JOET - Virtus ETF Trust II - Virtus Terranova U.S. Quality Momentum ETF
|
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|
City Center Advisors, LLC
|
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|
Qube Research & Technologies Ltd
|
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Kilter Group LLC
|
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|
Johnson Investment Counsel Inc
|
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|
Stephens Consulting, LLC
|
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NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K
|
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SEUIX - Sei Institutional Managed Trust - Simt Large Cap Value Fund Class I
|
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Mma Asset Management Llc
|
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URTH - iShares, Inc. - iShares MSCI World ETF
|
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Clarius Group, LLC
|
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NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
|
|
|
|
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|
Hickory Point Bank & Trust
|
|
|
|
|
|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
|
|
|
|
|
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares
|
|
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Randolph Co Inc
|
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|
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HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
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|
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A
|
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WTV - WisdomTree Trust - WisdomTree U.S. Quality Shareholder Yield Fund N/A
|
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Bogart Wealth, LLC
|
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Bank of New Hampshire
|
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Fisher Funds Management LTD
|
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Hilltop National Bank
|
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FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
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Generali Investments, Management Co LLC
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GUNR - FlexShares Trust - FlexShares Morningstar Global Upstream Natural Resources Index Fund
|
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|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
|
|
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|
Neuberger Berman Group LLC
|
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NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
|
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SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
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Keybank National Association/oh
|
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Harvest Fund Management Co., Ltd
|
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Net Worth Advisory Group
|
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Bfsg, Llc
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Becker Capital Management Inc
|
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MASTERINVEST Kapitalanlage GmbH
|
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EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
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EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
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BCS Private Wealth Management, Inc.
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Capital Performance Advisors Llp
|
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MJT & Associates Financial Advisory Group, Inc.
|
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CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
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|
GDLFX - FundVantage Trust - Gotham Defensive Long 500 Fund Institutional Class
|
|
|
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USS Investment Management Ltd
|
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|
Andra AP-fonden
|
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Captrust Financial Advisors
|
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POPFX - Managed Portfolio Series - Prospector Opportunity Fund
|
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|
Empire Life Investments Inc.
|
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|
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
|
|
|
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|
CBIZ Investment Advisory Services, LLC
|
|
|
|
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|
Shepherd Kaplan Krochuk, Llc
|
|
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|
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|
Mcintyre Freedman & Flynn Investment Advisers Inc
|
|
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|
|
|
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
|
|
|
|
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|
LMUSX - LEGG MASON PARTNERS EQUITY TRUST - QS U.S. Large Cap Equity Fund Class FI
|
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|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
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|
Employees Retirement System of Texas
|
|
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|
Jain Global LLC
|
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|
RYDEX VARIABLE TRUST - Basic Materials Variable Annuity
|
|
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|
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|
Jackson Square Capital, Llc
|
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|
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
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|
Pacifica Partners Inc.
|
|
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Disciplined Core Value Fund Service Class
|
|
|
|
|
|
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
|
|
|
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|
PQNAX - ALLIANZ FUNDS - AllianzGI NFJ Mid-Cap Value Fund A
|
|
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|
Banque Cantonale Vaudoise
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
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|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
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|
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
|
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|
Stableford Capital Ii Llc
|
|
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|
TPDAX - TIMOTHY PLAN - Timothy Plan Defensive Strategies Fund Class A
|
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|
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|
Philadelphia Trust Co
|
|
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|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
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|
Dimensional Fund Advisors Lp
|
|
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|
Seacrest Wealth Management, Llc
|
|
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|
Two Roads Shared Trust - LeaderSharesTM AlphaFactor(R) US Core Equity ETF
|
|
|
|
|
|
VanEck VIP Trust - VanEck VIP Global Hard Assets Fund Initial Class
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
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|
Beutel, Goodman & Co Ltd.
|
|
|
|
|
|
OCMGX - OCM MUTUAL FUND - OCM MUTUAL FUND OCM Gold Fund - Investor Class
|
|
|
|
|
|
Laidlaw Wealth Management LLC
|
|
|
|
|
|
Xponance, Inc.
|
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|
111 Capital
|
|
|
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|
Lindbrook Capital, Llc
|
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|
Stapp Wealth Management, Pllc
|
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|
Cromwell Holdings LLC
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
USAGX - USAA MUTUAL FUNDS TRUST - Precious Metals and Minerals Fund Shares
|
|
|
|
|
|
CHGX - EA Series Trust - Stance Sustainable Beta ETF
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
Maven Securities LTD
|
|
|
|
|
|
Tokio Marine Asset Management Co Ltd
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A
|
|
|
|
|
|
USRAX - Horizon Funds - Horizon Defensive Multi-Factor Fund Investor Class
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
Hourglass Capital, Llc
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
N.E.W. Advisory Services LLC
|
|
|
|
|
|
Confluence Wealth Services, Inc.
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
STXV - EA Series Trust - Strive 1000 Value ETF
|
|
|
|
|
|
OMC Financial Services LTD
|
|
|
|
|
|
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
|
|
|
|
|
Sigma Planning Corp
|
|
|
|
|
|
TQMVX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Value Equity Fund
|
|
|
|
|
|
Nelson Capital Management, LLC
|
|
|
|
|
|
Sittner & Nelson, Llc
|
|
|
|
|
|
Nbt Bank N A /ny
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
Brookstone Capital Management
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares
|
|
|
|
|
|
Clearbridge Investments, LLC
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
Everence Capital Management Inc
|
|
|
|
|
|
Shelton Capital Management
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
Sierra Ocean, Llc
|
|
|
|
|
|
Nexus Investment Management ULC
|
|
|
|
|
|
Candriam Luxembourg S.C.A.
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
Capital Research Global Investors
|
|
|
|
|
|
CSM - PROSHARES TRUST - ProShares Large Cap Core Plus
|
|
|
|
|
|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
|
|
|
|
|
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio
|
|
|
|
|
|
Impact Partnership Wealth, LLC
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
Brandywine Global Investment Management, LLC
|
|
|
|
|
|
BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class
|
|
|
|
|
|
Savvy Advisors, Inc.
|
|
|
|
|
|
Armstrong Advisory Group, Inc
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
|
|
|
|
|
Sage Rhino Capital Llc
|
|
|
|
|
|
Private Harbour Investment Management & Counsel, LLC
|
|
|
|
|
|
Gamco Natural Resources, Gold & Income Trust
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
LVPIX - Profunds - Large-cap Value Profund Investor Class
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
|
|
|
|
|
Banque Pictet & Cie Sa
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
|
|
|
|
|
LSVVX - ADVISORS' INNER CIRCLE FUND - LSV CONSERVATIVE VALUE EQUITY FUND Institutional Class Shares
|
|
|
|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
|
Valley National Advisers Inc
|
|
|
|
|
|
1832 Asset Management L.P.
|
|
|
|
|
|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
|
|
|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
|
|
|
|
|
Dfa Investment Trust Co - The U.s. Large Cap Value Series
|
|
|
|
|
|
Freestone Capital Holdings, LLC
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
|
|
|
|
|
4D Advisors, LLC
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
|
|
|
|
|
Lifeworks Advisors, LLC
|
|
|
|
|
|
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class
|
|
|
|
|
|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A
|
|
|
|
|
|
waypoint wealth counsel
|
|
|
|
|
|
PENN SERIES FUNDS INC - Index 500 Fund
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
Tounjian Advisory Partners, Llc
|
|
|
|
|
|
Sentry Investment Management Llc
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
MetLife Investment Management, LLC
|
|
|
|
|
|
Canada Post Corp Registered Pension Plan
|
|
|
|
|
|
FAVAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Value Fund Class A
|
|
|
|
|
|
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
|
|
|
|
|
|
SHRT - Tidal ETF Trust - Gotham Short Strategies ETF
|
|
|
|
|
|
Meeder Advisory Services, Inc.
|
|
|
|
|
|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
|
|
|
|
Bridgewater Advisors Inc.
|
|
|
|
|
|
Trexquant Investment LP
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Real Assets ESG ETF
|
|
|
|
|
|
Eastern Bank
|
|
|
|
|
|
DoubleLine ETF Adviser LP
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
|
|
|
|
|
|
Red Tortoise LLC
|
|
|
|
|
|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
|
|
|
|
Cito Capital Group, LLC
|
|
|
|
|
|
V-Square Quantitative Management LLC
|
|
|
|
|
|
Sapient Capital Llc
|
|
|
|
|
|
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
|
|
|
|
|
FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A
|
|
|
|
|
|
Quarry LP
|
|
|
|
|
|
FTWO - EA Series Trust - Strive FAANG 2.0 ETF
|
|
|
|
|
|
Eagle Rock Investment Company, Llc
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
Transce3nd, LLC
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
FIL Ltd
|
|
|
|
|
|
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A
|
|
|
|
|
|
180 Wealth Advisors, Llc
|
|
|
|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
|
|
|
|
iA Global Asset Management Inc.
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares
|
|
|
|
|
|
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF
|
|
|
|
|
|
DPREX - DELAWARE POOLED TRUST - Delaware Global Listed Real Assets Fund CLASS A
|
|
|
|
|
|
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class
|
|
|
|
|
|
Citizens Business Bank
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Materials Sector Fund (A)
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
Stansberry Asset Management, Llc
|
|
|
|
|
|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
|
|
|
|
Aviva Plc
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF
|
|
|
|
|
|
AAAAX - DEUTSCHE DWS MARKET TRUST - DWS RREEF Real Assets Fund Class A
|
|
|
|
|
|
FEAC - FIDELITY COVINGTON TRUST - Fidelity Enhanced U.S. All-Cap Equity ETF
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
Crowley Wealth Management, Inc.
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
Copia Wealth Management
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
|
|
|
|
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
ULVM - Victory Portfolios II - VictoryShares USAA MSCI USA Value Momentum ETF
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
|
Fidelis Capital Partners, LLC
|
|
|
|
|
|
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
IMC-Chicago, LLC
|
|
|
|
|
|
PRAXIS FUNDS - Praxis Impact Large Cap Value ETF
|
|
|
|
|
|
VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares
|
|
|
|
|
|
HRCPX - CARILLON SERIES TRUST - Carillon ClariVest Capital Appreciation Fund Class A
|
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
|
Virtus Investment Advisers, Inc.
|
|
|
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FKRCX - Franklin Gold & Precious Metals Fund - Franklin Gold & Precious Metals Fund Class A
|
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|
Kentucky Retirement Systems Insurance Trust Fund
|
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|
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|
TPMN - Timothy Plan - Timothy Plan Market Neutral Etf
|
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|
SGENX - FIRST EAGLE FUNDS - First Eagle Global Fund Class A
|
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|
FVAL - FIDELITY COVINGTON TRUST - Fidelity Value Factor ETF
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
|
|
|
|
Close Asset Management Ltd
|
|
|
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|
Whittier Trust Co
|
|
|
|
|
|
MXI - iSHARES TRUST - iShares Global Materials ETF
|
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|
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
|
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|
Waverton Investment Management Ltd
|
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|
Principia Wealth Advisory, LLC
|
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|
Schroder Investment Management Group
|
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|
Synovus Financial Corp
|
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|
Caxton Associates Llp
|
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|
Atomi Financial Group, Inc.
|
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|
SBQAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Large Cap Share Buyback Fund Class A
|
|
|
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|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
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|
Union Bancaire Privee, UBP SA
|
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|
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|
BigSur Wealth Management LLC
|
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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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|
|
|
AGMI - Themes ETF Trust - Themes Silver Miners ETF
|
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FMAT - FIDELITY COVINGTON TRUST - Fidelity MSCI Materials Index ETF
|
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|
Waters Parkerson & Co., Llc
|
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|
Callan Family Office, LLC
|
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SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF
|
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|
Chase Investment Counsel Corp
|
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FNCRX - Franklin Strategic Series - Franklin Natural Resources Fund Class C
|
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|
Stratos Wealth Partners, LTD.
|
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|
Oxford Asset Management Llp
|
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|
Royal Fund Management, LLC
|
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|
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF
|
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|
Mv Capital Management, Inc.
|
|
|
|
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|
RYBIX - RYDEX SERIES FUNDS - Basic Materials Fund Investor Class
|
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|
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A
|
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FUNL - Advisor Managed Portfolios - CornerCap Fundametrics Large-Cap ETF
|
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|
|
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|
Moody Aldrich Partners Llc
|
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|
|
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|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
Crocodile Capital Partners GmbH
|
|
|
|
|
|
Financial Sense Advisors, Inc.
|
|
|
|
|
|
BNY MELLON VARIABLE INVESTMENT FUND - Growth and Income Portfolio - Initial Shares
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP ClearBridge QS Select Large Cap Managed Volatility Fund Standard Class
|
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|
Toth Financial Advisory Corp
|
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|
Harbor Investment Advisory, Llc
|
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|
Chicago Partners Investment Group LLC
|
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|
Voya Investment Management Llc
|
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Elo Mutual Pension Insurance Co
|
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|
Kayne Anderson Rudnick Investment Management Llc
|
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|
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
|
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|
BCJ Capital Management, LLC
|
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|
IMAYX - IVY FUNDS - Ivy Apollo Multi-Asset Income Fund Class Y
|
|
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|
DAVENPORT & Co LLC
|
|
|
|
|
|
USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF
|
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|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
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|
Sumitomo Life Insurance Co
|
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|
GFG Capital, LLC
|
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|
Abound Wealth Management
|
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|
Toroso Investments, LLC
|
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|
Hartland & Co., LLC
|
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|
Putnam Fl Investment Management Co
|
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|
Nikko Asset Management Americas, Inc.
|
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|
Marathon Asset Mgmt Ltd
|
|
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|
|
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF
|
|
|
|
|
|
Elevated Capital Advisors, LLC
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
|
|
|
Armis Advisers, LLC
|
|
|
|
|
|
GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class
|
|
|
|
|
|
Cheviot Value Management, LLC
|
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|
Truffle Hound Capital, LLC
|
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|
Convergence Investment Partners, LLC
|
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|
Minneapolis Portfolio Management Group, LLC
|
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|
PEXL - Pacer Funds Trust - Pacer US Export Leaders ETF
|
|
|
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|
|
Howard Hughes Medical Institute
|
|
|
|
|
|
Sofos Investments, Inc.
|
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|
HighTower Advisors, LLC
|
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|
Voleon Capital Management Lp
|
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|
Bnp Paribas
|
|
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|
|
VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
Bard Associates Inc
|
|
|
|
|
|
TFAFX - Tactical Investment Series Trust - Tactical Growth Allocation Fund Class I
|
|
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|
Caisse De Depot Et Placement Du Quebec
|
|
|
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|
Meixler Investment Management, Ltd.
|
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|
Graham Capital Management, L.P.
|
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|
Leisure Capital Management
|
|
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|
Harbor Capital Advisors, Inc.
|
|
|
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|
Personal Cfo Solutions, Llc
|
|
|
|
|
|
TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF
|
|
|
|
|
|
FDGFX - FIDELITY SECURITIES FUND - Fidelity Dividend Growth Fund
|
|
|
|
|
|
Erste Asset Management GmbH
|
|
|
|
|
|
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1
|
|
|
|
|
|
Empirical Finance, LLC
|
|
|
|
|
|
Huntleigh Advisors, Inc.
|
|
|
|
|
|
FSTRX - Federated Adviser Series - Federated MDT Large Cap Value Fund Class A Shares
|
|
|
|
|
|
Martingale Asset Management L P
|
|
|
|
|
|
WealthTrak Capital Management LLC
|
|
|
|
|
|
TigerOak Management, L.L.C.
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT GAMCO Mergers & Acquisitions Portfolio Class IB
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
PMACX - Victory Portfolios IV - Victory Pioneer Multi-Asset Income Fund Class C
|
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Precious Metals Fund Variable Annuity
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
GHP Investment Advisors, Inc.
|
|
|
|
|
|
Euro Pacific Asset Management, LLC
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
BGEIX - American Century Quantitative Equity Funds, Inc. - Global Gold Fund Investor Class
|
|
|
|
|
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
|
|
|
|
|
Old Port Advisors
|
|
|
|
|
|
TSP Capital Management Group, LLC
|
|
|
|
|
|
Valicenti Advisory Services Inc
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
Creekmur Asset Management LLC
|
|
|
|
|
|
Centennial Bank/AR/
|
|
|
|
|
|
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
Vermillion Wealth Management, Inc.
|
|
|
|
|
|
QAACX - Federated MDT Series - Federated MDT All Cap Core Fund Class A Shares
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
Crumly & Associates Inc.
|
|
|
|
|
|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
|
|
|
|
|
ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund
|
|
|
|
|
|
Gts Securities Llc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
Keating Investment Counselors Inc
|
|
|
|
|
|
Kcm Investment Advisors Llc
|
|
|
|
|
|
IGE - iSHARES TRUST - iShares North American Natural Resources ETF
|
|
|
|
|
|
FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class
|
|
|
|
|
|
Northwest Wealth Management, Llc
|
|
|
|
|
|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
|
|
|
|
Archer Investment Corp
|
|
|
|
|
|
Sprott Inc.
|
|
|
|
|
|
ENTIX - EntrepreneurShares Series Trust - ERShares Global Fund Institutional Class
|
|
|
|
|
|
Radnor Capital Management, LLC
|
|
|
|
|
|
Meiji Yasuda Asset Management Co Ltd.
|
|
|
|
|
|
GWSAX - Gabelli Equity Series Funds Inc - The Gabelli Focus Five Fund Class A
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
XUDV - Franklin Templeton ETF Trust - Franklin U.S. Dividend Multiplier Index ETF
|
|
|
|
|
|
Point72 Asset Management, L.P.
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
Stonehage Fleming Financial Services Holdings Ltd
|
|
|
|
|
|
Meeder Asset Management Inc
|
|
|
|
|
|
Norinchukin Bank, The
|
|
|
|
|
|
AMJ Financial Wealth Management
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
Spectrum Wealth Counsel, LLC
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
SYMIX - MUTUAL FUND SERIES TRUST - AlphaCentric Symmetry Strategy Fund Class I
|
|
|
|
|
|
Forest Hill Capital, LLC
|
|
|
|
|
|
Tcfg Wealth Management, Llc
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
Bronte Capital Management Pty Ltd.
|
|
|
|
|
|
denkapparat Operations GmbH
|
|
|
|
|
|
Mairs & Power Inc
|
|
|
|
|
|
QCELX - AQR Funds - AQR Large Cap Multi-Style Fund Class I
|
|
|
|
|
|
Gabelli Dividend & Income Trust
|
|
|
|
|
|
Inspire Advisors, LLC
|
|
|
|
|
|
C M Bidwell & Associates Ltd
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
Lee Financial Co
|
|
|
|
|
|
INIVX - VanEck Funds - International Investors Gold Fund Class A
|
|
|
|
|
|
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
|
|
|
|
|
|
Capital Investment Advisors, LLC
|
|
|
|
|
|
RING - iShares, Inc. - iShares MSCI Global Gold Miners ETF
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
|
|
|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
Foster & Motley Inc
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
Atlas Capital Advisors Llc
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
Formidable Asset Management, LLC
|
|
|
|
|
|
CSNR - Cohen & Steers ETF Trust - Cohen & Steers Natural Resources Active ETF
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
Invenomic Capital Management LP
|
|
|
|
|
|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
|
|
|
|
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
SPX Equities Gestao de Recursos Ltda
|
|
|
|
|
|
Baader Bank INC
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
Peterson Wealth Services
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Legg Mason BW Large Cap Value Portfolio Class 1
|
|
|
|
|
|
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
|
|
|
|
|
Syon Capital Llc
|
|
|
|
|
|
Norges Bank
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
SPMV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Minimum Variance ETF
|
|
|
|
|
|
Wolff Wiese Magana Llc
|
|
|
|
|
|
Asahi Life Asset Management Co., Ltd.
|
|
|
|
|
|
LGT Group Foundation
|
|
|
|
|
|
Polymer Capital Management (US) LLC
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
PayPay Securities Corp
|
|
|
|
|
|
Heritage Wealth Management, Inc.
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
Banco Santander, S.A.
|
|
|
|
|
|
FMDE - FIDELITY COVINGTON TRUST - Fidelity Enhanced Mid Cap ETF
|
|
|
|
|
|
Checchi Capital Advisers, LLC
|
|
|
|
|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
|
|
|
|
Estabrook Capital Management
|
|
|
|
|
|
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
|
|
|
|
|
Citizens National Bank Trust Department
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
Strengthening Families & Communities, LLC
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA World Equity Income Fund Class P
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
Emerald Advisors, LLC
|
|
|
|
|
|
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
LDVCX - Investment Managers Series Trust II - AXS Thomson Reuters Venture Capital Return Tracker Fund Class C Shares
|
|
|
|
|
|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
|
|
|
|
|
|
Cantor Fitzgerald, L. P.
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
|
|
|
|
DWAFX - Arrow Investments Trust - ARROW DWA BALANCED FUND CLASS A SHARES
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
|
|
|
|
|
FKINX - Franklin Custodian Funds - Franklin Income Fund Class A1
|
|
|
|
|
|
Adams Natural Resources Fund, Inc.
|
|
|
|
|
|
Renaissance Technologies Llc
|
|
|
|
|
|
Scotia Capital Inc.
|
|
|
|
|
|
BRUFX - Bruce Fund Inc - Bruce Fund
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A)
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
|
Western Wealth Management, LLC
|
|
|
|
|
|
Syntax Research, Inc.
|
|
|
|
|
|
CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A
|
|
|
|
|
|
Patton Fund Management, Inc.
|
|
|
|
|
|
Hollencrest Capital Management
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
MPISX - BNY MELLON FUNDS TRUST - BNY Mellon Income Stock Fund Class M Shares
|
|
|
|
|
|
YALL - Tidal ETF Trust - God Bless America ETF
|
|
|
|
|
|
Compagnie Lombard Odier SCmA
|
|
|
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
Oak Thistle LLC
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class
|
|
|
|
|
|
Carmel Capital Partners, LLC
|
|
|
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GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class
|
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|
|
|
|
Laurel Wealth Advisors LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Dogs of Wall Street Portfolio Class 1
|
|
|
|
|
|
Renasant Bank
|
|
|
|
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|
Cadence Wealth Management LLC
|
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|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
|
|
|
|
|
Sowell Financial Services LLC
|
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|
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|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
Insight 2811, Inc.
|
|
|
|
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|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
|
|
|
|
|
MDDAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Diversified Value Fund Class A
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
Bangor Savings Bank
|
|
|
|
|
|
IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF
|
|
|
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|
Maryland State Retirement & Pension System
|
|
|
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|
MFUT - Tidal Trust II - Cambria Chesapeake Pure Trend ETF
|
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|
Central Valley Advisors, Llc
|
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|
Waddell & Associates, Llc
|
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Livforsakringsbolaget Skandia, Omsesidigt
|
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Cresset Asset Management, LLC
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Perpetual Ltd
|
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|
Truist Financial Corp
|
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Capstone Investment Advisors, Llc
|
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|
We Are One Seven, LLC
|
|
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|
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
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|
Bramshill Investments, LLC
|
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|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares
|
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|
|
Fruth Investment Management
|
|
|
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|
Argent Trust Co
|
|
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|
Aspect Partners, LLC
|
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|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
FDMO - FIDELITY COVINGTON TRUST - Fidelity Momentum Factor ETF
|
|
|
|
|
|
Hartford Investment Management Co
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
PGSYX - Victory Portfolios IV - Victory Pioneer Global Equity Fund Class Y
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
FEVAX - FIRST EAGLE FUNDS - First Eagle U.S. Value Fund Class A
|
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|
La Banque Postale Asset Management SA
|
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|
State Of Wisconsin Investment Board
|
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|
LFTEX - Lincoln Funds Trust - Lincoln Inflation Plus Fund Class I
|
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|
Shell Asset Management Co
|
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|
Old Point Trust & Financial Services N A
|
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ANTIPODES PARTNERS Ltd
|
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Prelude Capital Management, Llc
|
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Axa S.a.
|
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|
OMERS ADMINISTRATION Corp
|
|
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|
Vestmark Advisory Solutions, Inc.
|
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|
|
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
|
|
|
|
|
|
RTXAX - RUSSELL INVESTMENT CO - Tax-Managed Real Assets Fund Class A
|
|
|
|
|
|
Elgethun Capital Management
|
|
|
|
|
|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
|
|
|
|
Winnow Wealth Llc
|
|
|
|
|
|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
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|
|
|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
|
|
|
|
|
Strategic Investment Solutions, Inc. /IL
|
|
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|
Cidel Asset Management Inc
|
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|
CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF
|
|
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|
|
Excalibur Management Corp
|
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TruNorth Capital Management, LLC
|
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EQTIX - SHELTON FUNDS - Shelton Core Value Fund Direct Shares
|
|
|
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|
New Mexico Educational Retirement Board
|
|
|
|
|
|
Glass Wealth Management Co LLC
|
|
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|
|
Victory Capital Management Inc
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
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|
FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund
|
|
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|
Federation des caisses Desjardins du Quebec
|
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|
Headlands Technologies LLC
|
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Great West Life Assurance Co /can/
|
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|
Aegon Asset Management Uk Plc
|
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|
O'shaughnessy Asset Management, Llc
|
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|
Beach Investment Counsel Inc/pa
|
|
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|
|
Hudson Bay Capital Management LP
|
|
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|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
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|
|
|
Fiduciary Financial Group, Llc
|
|
|
|
|
|
XTX Topco Ltd
|
|
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|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
NANR - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR S&P North American Natural Resources ETF
|
|
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|
|
|
Oakworth Capital, Inc.
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
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|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
New England Research & Management, Inc.
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
Lvm Capital Management Ltd/mi
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
Ritholtz Wealth Management
|
|
|
|
|
|
Chevy Chase Trust Holdings, Inc.
|
|
|
|
|
|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
|
|
|
|
MOJAX - Northern Lights Fund Trust - Power Momentum Index Fund Class A Shares
|
|
|
|
|
|
Premier Path Wealth Partners, LLC
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
Simmons Bank
|
|
|
|
|
|
Everstar Asset Management, LLC
|
|
|
|
|
|
ACVF - ETF Opportunities Trust - American Conservative Values ETF
|
|
|
|
|
|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Korea Investment CORP
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
Perritt Capital Management Inc
|
|
|
|
|
|
Meridian Investment Counsel Inc.
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
Fairscale Capital, LLC
|
|
|
|
|
|
ENDW - EA Series Trust - Cambria Endowment Style ETF
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
|
|
|
|
Quintet Private Bank (Europe) S.A.
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco ESG S&P 500 Equal Weight ETF
|
|
|
|
|
|
McMahon Financial Advisors, LLC
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
|
|
|
|
Wahed Invest LLC
|
|
|
|
|
|
ONEY - SPDR SERIES TRUST - SPDR Russell 1000 Yield Focus ETF
|
|
|
|
|
|
Carson Advisory Inc.
|
|
|
|
|
|
Twinbeech Capital Lp
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
Integrity Alliance, Llc.
|
|
|
|
|
|
Drum Hill Capital, LLC
|
|
|
|
|
|
Cascades Capital Asset Management, LLC
|
|
|
|
|
|
Bruce & Co., Inc.
|
|
|
|
|
|
TCTC Holdings, LLC
|
|
|
|
|
|
PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF
|
|
|
|
|
|
Spdr S&p 500 Etf Trust
|
|
|
|
|
|
CCMG - EA Series Trust - CCM Global Equity ETF
|
|
|
|
|
|
DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
Tocqueville Asset Management L.p.
|
|
|
|
|
|
ACIO - ETF Series Solutions - Aptus Collared Income Opportunity ETF
|
|
|
|
|
|
IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF
|
|
|
|
|
|
Profunds - Profund Vp Basic Materials
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
Gibbs Wealth Management
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
DecisionPoint Financial, LLC
|
|
|
|
|
|
Capital Fund Management S.a.
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
Eaton Vance Tax-managed Buy-write Opportunities Fund
|
|
|
|
|
|
NewEdge Wealth, LLC
|
|
|
|
|
|
BLI - Banque de Luxembourg Investments
|
|
|
|
|
|
MNHCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Maximum Term Series Class L
|
|
|
|
|
|
VanEck VIP Trust - VanEck VIP Global Gold Fund Class S
|
|
|
|
|
|
AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - Invesco Oppenheimer Gold & Special Minerals Fund Class C
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
DESRX - DEUTSCHE DWS INVESTMENT TRUST - DWS ESG Core Equity Fund Class R
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
Cassaday & Co Wealth Management LLC
|
|
|
|
|
|
Penserra Capital Management LLC
|
|
|
|
|
|
Illinois Municipal Retirement Fund
|
|
|
|
|
|
Meridian Wealth Management, LLC
|
|
|
|
|
|
Cladis Investment Advisory, LLC
|
|
|
|
|
|
Hartree Partners, LP
|
|
|
|
|
|
Tyler-Stone Wealth Management
|
|
|
|
|
|
Beacon Investment Advisors Llc
|
|
|
|
|
|
DnB Asset Management AS
|
|
|
|
|
|
SWAN Capital LLC
|
|
|
|
|
|
TOCQX - TOCQUEVILLE TRUST - The Tocqueville Fund
|
|
|
|
|
|
LQAI - Exchange Listed Funds Trust - LG QRAFT AI-Powered U.S. Large Cap Core ETF
|
|
|
|
|
|
Pettee Investors, Inc.
|
|
|
|
|
|
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF
|
|
|
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
|
|
|
|
|
DRW Securities, LLC
|
|
|
|
|
|
Howard Capital Management Inc.
|
|
|
|
|
|
STRV - EA Series Trust - Strive 500 ETF
|
|
|
|
|
|
Mn Services Vermogensbeheer B.V.
|
|
|
|
|
|
Act Wealth Management, Llc
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
|
|
|
|
|
FBUF - Fidelity Greenwood Street Trust - Fidelity Dynamic Buffered Equity ETF
|
|
|
|
|
|
Occidental Asset Management, LLC
|
|
|
|
|
|
CoreFirst Bank & Trust
|
|
|
|
|
|
MML Series Investment Fund II - MML Equity Fund Initial Class
|
|
|
|
|
|
Itau Unibanco Holding S.A.
|
|
|
|
|
|
VFLO - Victory Portfolios II - VictoryShares Free Cash Flow ETF
|
|
|
|
|
|
Alpine Total Dynamic Dividend Fund
|
|
|
|
|
|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
Baxter Bros Inc
|
|
|
|
|
|
Handelsbanken Fonder AB
|
|
|
|
|
|
Nordea Investment Management Ab
|
|
|
|
|
|
Longfellow Investment Management Co Llc
|
|
|
|
|
|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
Aubrey Capital Management Ltd
|
|
|
|
|
|
Principal Diversified Select Real Asset Fund
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Composite Fund Class
|
|
|
|
|
|
Pinnacle Associates Ltd
|
|
|
|
|
|
VMIAX - VANGUARD WORLD FUND - Vanguard Materials Index Fund Admiral Shares
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
SPROTT FUNDS TRUST - Sprott Gold Equity Fund Institutional Class
|
|
|
|
|
|
PRDAX - PRINCIPAL FUNDS INC - Diversified Real Asset Fund Class A
|
|
|
|
|
|
Essex Investment Management Co Llc
|
|
|
|
|
|
Foundation Resource Management Inc
|
|
|
|
|
|
Adage Capital Partners Gp, L.l.c.
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
Commerzbank Aktiengesellschaft /fi
|
|
|
|
|
|
King Luther Capital Management Corp
|
|
|
|
|
|
Profunds - Profund Vp Bull
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
SOA Wealth Advisors, LLC.
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class
|
|
|
|
|
|
Coastal Investment Advisors, Inc.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A
|
|
|
|
|
|
Flagship Harbor Advisors, Llc
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
|
VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares
|
|
|
|
|
|
Generali Powszechne Towarzystwo Emerytalne
|
|
|
|
|
|
Ag2r La Mondiale Gestion D'actifs
|
|
|
|
|
|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
|
|
|
|
Resonant Capital Advisors, LLC
|
|
|
|
|
|
Frazier Financial Advisors, LLC
|
|
|
|
|
|
GABCX - Gabelli Investor Funds Inc - The Gabelli Abc Fund Class Aaa
|
|
|
|
|
|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
|
|
|
|
AMTAX - AB BOND FUND, INC. - AB All Market Real Return Portfolio Class A
|
|
|
|
|
|
MUHLX - Managed Portfolio Series - Muhlenkamp Fund Institutional Class Shares
|
|
|
|
|
|
Norden Group Llc
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
Canada Pension Plan Investment Board
|
|
|
|
|
|
Allen Wealth Management, Llc
|
|
|
|
|
|
Visionary Horizons, LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - American Century NVIT Multi Cap Value Fund Class I
|
|
|
|
|
|
Deane Retirement Strategies, Inc.
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
Levin Capital Strategies, L.p.
|
|
|
|
|
|
DEUTSCHE DWS VARIABLE SERIES II - DWS CROCI U.S. VIP Class A
|
|
|
|
|
|
Ionic Capital Management LLC
|
|
|
|
|
|
LBAY - Tidal ETF Trust - Leatherback Long/Short Alternative Yield ETF
|
|
|
|
|
|
Vinva Investment Management Ltd
|
|
|
|
|
|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
|
|
|
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund
|
|
|
|
|
|
Semper Augustus Investments Group Llc
|
|
|
|
|
|
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
|
|
|
|
|
Forsta Ap-fonden
|
|
|
|
|
|
1248 Management, LLC
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
|
|
|
|
Kimelman & Baird, LLC
|
|
|
|
|
|
Sagil Capital Llp
|
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|
|
|
|
FXZ - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Materials AlphaDEX Fund
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class
|
|
|
|
|
|
First Manhattan Co
|
|
|
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|
Gables Capital Management Inc.
|
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|
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|
|
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF
|
|
|
|
|
|
HAP - VanEck Vectors ETF Trust - VanEck Vectors Natural Resources ETF
|
|
|
|
|
|
Quadrature Capital Ltd
|
|
|
|
|
|
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
|
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|
|
HFM Investment Advisors, LLC
|
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|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Core Equity Fund
|
|
|
|
|
|
Independence Bank of Kentucky
|
|
|
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|
PineBridge Investments, L.P.
|
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|
Westpac Banking Corp
|
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|
Goodman Advisory Group, LLC
|
|
|
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|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
Trust Co Of Vermont
|
|
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|
|
|
Raiffeisen Bank International AG
|
|
|
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|
Profunds - Profund Vp Large-cap Value
|
|
|
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|
Brinker Capital Investments, LLC
|
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|
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|
Key FInancial Inc
|
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Main Street Financial Solutions, LLC
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|
Kentucky Retirement Systems
|
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|
Bank of New York Mellon Corp
|
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|
GW&K Investment Management, LLC
|
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|
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|
|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
|
|
|
|
|
Edmond De Rothschild Holding S.a.
|
|
|
|
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|
Mizuho Securities Usa Llc
|
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|
|
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|
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F
|
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|
|
|
FLCC - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Core ETF
|
|
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|
Lombard Odier Asset Management (Switzerland) SA
|
|
|
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|
GNR - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) Global Natural Resources ETF
|
|
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|
Synergy Financial Management, LLC
|
|
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|
EPGFX - Investment Managers Series Trust - EuroPac Gold Fund Class A
|
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BWLAX - AMERICAN BEACON FUNDS - American Beacon Bridgeway Large Cap Value Fund A Class
|
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|
Siemens Fonds Invest GmbH
|
|
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|
Oregon Public Employees Retirement Fund
|
|
|
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AE Wealth Management LLC
|
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Avanza Fonder AB
|
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|
Cibc World Markets Corp
|
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Evelyn Partners Investment Management LLP
|
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SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
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|
Worldquant Millennium Advisors Llc
|
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Bard Financial Services, Inc.
|
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FLCV - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Value ETF
|
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Colonial Trust Advisors
|
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Investment Management Corp of Ontario
|
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Trust Co Of Toledo Na /oh/
|
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Ensign Peak Advisors, Inc
|
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VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
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|
|
Capitolis Liquid Global Markets LLC
|
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|
|
Brighton Jones Llc
|
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|
Asset Dedication, LLC
|
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|
Atlantic Trust, LLC
|
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|
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
|
|
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|
State Board Of Administration Of Florida Retirement System
|
|
|
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|
Kaizen Financial Strategies
|
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|
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|
VMVIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Value Index Fund Investor Shares
|
|
|
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|
Good Life Advisors, LLC
|
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|
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
|
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ECML - EA Series Trust - Euclidean Fundamental Value ETF
|
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|
Whipplewood Advisors, LLC
|
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|
Avestar Capital, LLC
|
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|
VSM Wealth Advisory, LLC
|
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|
|
BLES - Northern Lights Fund Trust IV - Inspire Global Hope ETF
|
|
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|
SGGDX - FIRST EAGLE FUNDS - First Eagle Gold Fund Class A
|
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|
Squarepoint Ops LLC
|
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|
|
AlTi Global, Inc.
|
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|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
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|
Banque Transatlantique SA
|
|
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|
Empowered Funds, LLC
|
|
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|
Robertson Stephens Wealth Management, LLC
|
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|
Heritage Wealth Advisors
|
|
|
|
|
|
Tsfg, Llc
|
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|
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|
Avion Wealth
|
|
|
|
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|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
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|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1
|
|
|
|
|
|
Cloverfields Capital Group, Lp
|
|
|
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|
Neo Ivy Capital Management
|
|
|
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|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
ARS Investment Partners, LLC
|
|
|
|
|
|
HCOM - Hartford Funds Exchange-Traded Trust - Hartford Schroders Commodity Strategy ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
Strategic Financial Concepts, LLC
|
|
|
|
|
|
Blackrock Resources & Commodities Strategy Trust
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
Ipswich Investment Management Co., Inc.
|
|
|
|
|
|
Robinson Value Management, Ltd.
|
|
|
|
|
|
CHICAGO TRUST Co NA
|
|
|
|
|
|
Barings Llc
|
|
|
|
|
|
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund
|
|
|
|
|
|
Crescent Grove Advisors, LLC
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
Kerntke Otto McGlone Wealth Management Group
|
|
|
|
|
|
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
|
|
|
|
|
|
Old National Bancorp /in/
|
|
|
|
|
|
BMPIX - Profunds - Basic Materials Ultrasector Profund Investor Class
|
|
|
|
|
|
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio
|
|
|
|
|
|
Transamerica Financial Advisors, Inc.
|
|
|
|
|
|
Live Oak Private Wealth LLC
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Equity Income Fund (A)
|
|
|
|
|
|
Harvey Capital Management Inc
|
|
|
|
|
|
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
|
|
|
|
|
FEOE - RBB Fund Trust - First Eagle Overseas Equity ETF
|
|
|
|
|
|
Sand Hill Global Advisors, LLC
|
|
|
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
|
|
|
|
|
Garde Capital, Inc.
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
First Interstate Bank
|
|
|
|
|
|
SUSA - iSHARES TRUST - iShares MSCI USA ESG Select ETF
|
|
|
|
|
|
Pineridge Advisors LLC
|
|
|
|
|
|
Nomura Holdings Inc
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
BIBL - Northern Lights Fund Trust IV - Inspire 100 ETF
|
|
|
|
|
|
Virginia Retirement Systems Et Al
|
|
|
|
|
|
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
DVY - iSHARES TRUST - iShares Select Dividend ETF
|
|
|
|
|
|
IMA Wealth, Inc.
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
Orion Investment Co
|
|
|
|
|
|
Dogwood Wealth Management LLC
|
|
|
|
|
|
South Dakota Investment Council
|
|
|
|
|
|
AMF Pensionsforsakring AB
|
|
|
|
|
|
PMPIX - Profunds - Precious Metals Ultrasector Profund Investor Class
|
|
|
|
|
|
Proficio Capital Partners LLC
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
Louisbourg Investments Inc.
|
|
|
|
|
|
NUDV - Nushares ETF Trust - Nuveen ESG Dividend ETF
|
|
|
|
|
|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
Steel Peak Wealth Management LLC
|
|
|
|
|
|
NMIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Enhanced Core Fund Class A
|
|
|
|
|
|
BVEFX - PROFESSIONALLY MANAGED PORTFOLIOS - Becker Value Equity Fund Retail Class
|
|
|
|
|
|
Select Equity Group, L.P.
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
|
|
|
Fortress Private Ledger, Llc
|
|
|
|
|
|
JNBA Financial Advisors
|
|
|
|
|
|
WLDR - Two Roads Shared Trust - Affinity World Leaders Equity ETF
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
DAGVX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Dynamic Value Fund Class A
|
|
|
|
|
|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
Godsey & Gibb Associates
|
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
FLC Capital Advisors
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
Pekin Hardy Strauss, Inc.
|
|
|
|
|
|
New Age Alpha Advisors, LLC
|
|
|
|
|
|
Boston Partners
|
|
|
|
|
|
DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
FEGE - RBB Fund Trust - First Eagle Global Equity ETF
|
|
|
|
|
|
Haverford Trust Co
|
|
|
|
|
|
WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
|
|
|
|
Knights of Columbus Asset Advisors LLC
|
|
|
|
|
|
Wedmont Private Capital
|
|
|
|
|
|
Kings Path Partners LLC
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
Camden Capital, LLC
|
|
|
|
|
|
First Affirmative Financial Network
|
|
|
|
|
|
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
|
|
|
|
|
Institutional Investment Strategy Fund
|
|
|
|
|
|
LGT Financial Advisors LLC
|
|
|
|
|
|
Moran Wealth Management, LLC
|
|
|
|
|
|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
|
|
|
|
|
Schechter Investment Advisors, LLC
|
|
|
|
|
|
FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund
|
|
|
|
|
|
Two Sigma Securities, Llc
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
Retirement Systems of Alabama
|
|
|
|
|
|
Lsv Asset Management
|
|
|
|
|
|
Howe & Rusling Inc
|
|
|
|
|
|
Marathon Capital Management
|
|
|
|
|
|
Manning & Napier Advisors Llc
|
|
|
|
|
|
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
|
|
|
|
|
CVAR - ETF Opportunities Trust - Cultivar ETF
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
Farmers Trust Co
|
|
|
|
|
|
Cary Street Partner Investment Advisory Llc
|
|
|
|
|
|
VGI Partners Ltd
|
|
|
|
|
|
Centiva Capital, LP
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
FADAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Dividend Growth Fund Class A
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
SZNE - Pacer Funds Trust - Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF
|
|
|
|
|
|
Brighthouse Funds Trust II - VanEck Global Natural Resources Portfolio Class A
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
|
|
|
|
Conning Inc.
|
|
|
|
|
|
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
|
|
|
|
|
|
Twin Capital Management Inc
|
|
|
|
|
|
Adirondack Trust Co
|
|
|
|
|
|
Bernard Wealth Management Corp.
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
Invesco, Llc
|
|
|
|
|
|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
|
|
|
|
|
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares
|
|
|
|
|
|
AMG National Trust Bank
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
Brevan Howard Capital Management LP
|
|
|
|
|
|
Talaria Asset Management Pty Ltd
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
Pullen Investment Management, LLC
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
Welch & Forbes Llc
|
|
|
|
|
|
VisionPoint Advisory Group, LLC
|
|
|
|
|
|
Lavaca Capital Llc
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
|
|
|
|
CoreCommodity Management, LLC
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
|
|
|
|
|
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF
|
|
|
|
|
|
CAPE - DoubleLine ETF Trust - DoubleLine Shiller CAPE U.S. Equities ETF
|
|
|
|
|
|
USERX - US GLOBAL INVESTORS FUNDS - Gold and Precious Metals Fund
|
|
|
|
|
|
Modern Wealth Management, LLC
|
|
|
|
|
|
JB Capital LLC
|
|
|
|
|
|
Barrow Hanley Mewhinney & Strauss Llc
|
|
|
|
|
|
GDX - VanEck Vectors ETF Trust - VanEck Vectors Gold Miners ETF
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
GBCIX - Gabelli Dividend Growth Fund - The Gabelli Dividend Growth Fund Class I
|
|
|
|
|
|
Mather Group, Llc.
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
Procyon Private Wealth Partners, LLC
|
|
|
|
|
|
Voya Infrastructure, Industrials & Materials Fund
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
BIGRX - American Century Quantitative Equity Funds, Inc. - Income & Growth Fund Investor Class
|
|
|
|
|
|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
Humankind Benefit Corp - Humankind US Stock ETF
|
|
|
|
|
|
Bearing Point Capital, Llc
|
|
|
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Cim Investment Mangement Inc
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TFC Financial Management
|
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Orion Portfolio Solutions, LLC
|
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Simplex Trading, Llc
|
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Decker Retirement Planning Inc.
|
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|
Quaker Wealth Management, LLC
|
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|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
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Roberts Glore & Co Inc /il/
|
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VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
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ORG Wealth Partners, LLC
|
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|
Private Advisor Group, LLC
|
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Sunpointe, LLC
|
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SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
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|
Millennium Management Llc
|
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|
Pflug Koory, LLC
|
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Boston Private Wealth Llc
|
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GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
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|
BlackRock, Inc.
|
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Marex Group plc
|
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Skopos Labs, Inc.
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Vontobel Holding Ltd.
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Patriot Financial Group Insurance Agency, LLC
|
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FLDFX - Meeder Funds - BALANCED FUND Retail Class
|
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Alphadyne Asset Management, LLC
|
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FYEE - Fidelity Greenwood Street Trust - Fidelity Yield Enhanced Equity ETF
|
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|
OHIO NATIONAL FUND INC - ON Janus Henderson U.S. Low Volatility Portfolio
|
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Alliancebernstein L.p.
|
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Chelsea Counsel Co
|
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DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF
|
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DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
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Bank of Jackson Hole Trust
|
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State of New Jersey Common Pension Fund D
|
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HSTRX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Total Return Fund
|
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Gold Investment Management Ltd.
|
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KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
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Iron Financial, LLC
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Belpointe Asset Management LLC
|
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S&t Bank/pa
|
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XME - SPDR SERIES TRUST - SPDR(R) S&P(R) Metals & Mining ETF
|
|
|
|
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|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
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|
First Trust Advisors Lp
|
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|
DJE Kapital AG
|
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SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
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|
Envestnet Portfolio Solutions, Inc.
|
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Brookwood Investment Group LLC
|
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ICONIQ Capital, LLC
|
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GABVX - Gabelli Value 25 Fund Inc - The Gabelli Value 25 Fund Inc. Class A
|
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ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund
|
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|
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class
|
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SILVX - RBB FUND, INC. - SGI U.S. Large Cap Equity Fund Class I
|
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MRJIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Real Assets Portfolio Class I
|
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HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
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|
ESMV - iSHARES TRUST - iShares ESG MSCI USA Min Vol Factor ETF
|
|
|
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|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
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|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
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|
Apriem Advisors
|
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|
Ilmarinen Mutual Pension Insurance Co
|
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Accordant Advisory Group Inc
|
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|
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
|
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|
Balyasny Asset Management Llc
|
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|
Td Private Client Wealth Llc
|
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Buckingham Strategic Partners
|
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BBISX - Sterling Capital Funds - Sterling Capital Behavioral Large Cap Value Equity Fund Institutional Class
|
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|
Los Angeles Capital Management Llc
|
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Northwest & Ethical Investments L.P.
|
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Catalyst Funds Management Pty Ltd
|
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West Family Investments, Inc.
|
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GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
|
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GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
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|
Mcrae Capital Management Inc
|
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|
E. Ohman J:or Asset Management AB
|
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|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
|
|
|
|
|
Diversify Advisory Services, LLC
|
|
|
|
|
|
PHEQ - Morgan Stanley ETF Trust - Parametric Hedged Equity ETF
|
|
|
|
|
|
U S Global Investors Inc
|
|
|
|
|
|
SPUS - Tidal ETF Trust - SP Funds S&P 500 Sharia Industry Exclusions ETF
|
|
|
|
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|
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class
|
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|
Intech Investment Management Llc
|
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|
CENTRAL TRUST Co
|
|
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|
|
Evelyn Partners Investment Management (Europe) Ltd
|
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|
Anchor Investment Management, LLC
|
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|
|
Meyer Handelman Co
|
|
|
|
|
|
Pitcairn Co
|
|
|
|
|
|
Graypoint LLC
|
|
|
|
|
|
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
|
|
|
|
|
|
Empower Advisory Group, LLC
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
|
|
|
|
|
Dudley Capital Management, Llc
|
|
|
|
|
|
Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A.
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
INSAX - MUTUAL FUND SERIES TRUST - Catalyst Insider Buying Fund Class A
|
|
|
|
|
|
Hennion & Walsh Asset Management, Inc.
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
|
|
|
|
|
Wakefield Asset Management LLLP
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class
|
|
|
|
|
|
Advanced Series Trust - Ast Advanced Strategies Portfolio
|
|
|
|
|
|
Teza Capital Management LLC
|
|
|
|
|
|
EPDPX - Investment Managers Series Trust - EuroPac International Dividend Income Fund Class A
|
|
|
|
|
|
Dana Investment Advisors, Inc.
|
|
|
|
|
|
Everhart Financial Group, Inc.
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
Hedges Asset Management LLC
|
|
|
|
|
|
ICOP - iSHARES TRUST - iShares Copper and Metals Mining ETF
|
|
|
|
|
|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
|
|
|
Abn Amro Investment Solutions
|
|
|
|
|
|
Transcend Wealth Collective, Llc
|
|
|
|
|
|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
|
|
|
|
|
Sage Mountain Advisors LLC
|
|
|
|
|
|
Legacy Capital Group California, Inc.
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
American Alpha Advisors, LLC
|
|
|
|
|
|
Pallas Capital Advisors LLC
|
|
|
|
|
|
Tobam
|
|
|
|
|
|
F&V Capital Management, LLC
|
|
|
|
|
|
Wealth Preservation Advisors, LLC
|
|
|
|
|
|
Trifecta Capital Advisors, LLC
|
|
|
|
|
|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
|
|
|
|
|
FUKOKU MUTUAL LIFE INSURANCE Co
|
|
|
|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
Moors & Cabot, Inc.
|
|
|
|
|
|
CWM Advisors, LLC
|
|
|
|
|
|
Credit Industriel Et Commercial
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
LMR Partners LLP
|
|
|
|
|
|
Lmcg Investments, Llc
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
Crestmont Private Wealth LLC
|
|
|
|
|
|
DBOAX - BNY Mellon Investment Funds VI - BNY Mellon Balanced Opportunity Fund Class A
|
|
|
|
|
|
Recurrent Investment Advisors LLC
|
|
|
|
|
|
Optimum Investment Advisors
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
Nova Wealth Management, Inc.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
Twin Tree Management, LP
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
State of Wyoming
|
|
|
|
|
|
Ninety One SA (PTY) Ltd
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
|
|
|
|
|
|
Mbb Public Markets I Llc
|
|
|
|
|
|
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
Oppenheimer & Close, LLC
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. American Value Fund Series I
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
MCF Advisors LLC
|
|
|
|
|
|
Farmers & Merchants Trust Co of Long Beach
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT Natural Resources Portfolio Class IB
|
|
|
|
|
|
Pinnacle Holdings, LLC
|
|
|
|
|
|
M.e. Allison & Co., Inc.
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
Ivy Variable Insurance Portfolios - Ivy VIP Natural Resources Class II
|
|
|
|
|
|
Allen Capital Group, LLC
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
AQGNX - AQR Funds - AQR Global Equity Fund Class N
|
|
|
|
|
|
First Pacific Financial
|
|
|
|
|
|
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF
|
|
|
|
|
|
BI Asset Management Fondsmaeglerselskab A/S
|
|
|
|
|
|
Principal Street Partners, LLC
|
|
|
|
|
|
Parvin Asset Management, LLC
|
|
|
|
|
|
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
|
|
|
|
|
Stratos Wealth Advisors, LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
Commonwealth Retirement Investments LLC
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA WORLD EQUITY INCOME SERIES
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Global Real Estate Portfolio Class IB
|
|
|
|
|
|
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares
|
|
|
|
|
|
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
|
|
|
|
|
|
Core Alternative Capital
|
|
|
|
|
|
Smith, Moore & Co.
|
|
|
|
|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
|
|
|
|
Parr Mcknight Wealth Management Group, Llc
|
|
|
|
|
|
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
MBOVX - M FUND INC - M Large Cap Value Fund
|
|
|
|
|
|
LBWAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Diversified US Large Cap Value Fund Class A
|
|
|
|
|
|
Scheer, Rowlett & Associates Investment Management Ltd.
|
|
|
|
|
|
Engineers Gate Manager LP
|
|
|
|
|
|
Ellevest, Inc.
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
Ninety One UK Ltd
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
Bleakley Financial Group, LLC
|
|
|
|
|
|
Silverlake Wealth Management Llc
|
|
|
|
|
|
Augustine Asset Management Inc
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A
|
|
|
|
|
|
Ausdal Financial Partners, Inc.
|
|
|
|
|
|
Aviso Financial Inc.
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA Opportunity Fund Class C
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
|
|
|
Onefund, Llc
|
|
|
|
|
|
Diversified Trust Co
|
|
|
|
|
|
Valued Wealth Advisors LLC
|
|
|
|
|
|
Cornercap Investment Counsel Inc
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
|
|
|
|
|
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
Wellington Shields & Co., LLC
|
|
|
|
|
|
Dakota Wealth Management
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
FSA Wealth Management LLC
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
|
|
|
|
|
HSGFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Growth Fund
|
|
|
|
|
|
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
|
|
|
|
|
Integrated Advisors Network LLC
|
|
|
|
|
|
Delta Asset Management Llc/tn
|
|
|
|
|
|
Miracle Mile Advisors, LLC
|
|
|
|
|
|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
Kozak & Associates, Inc.
|
|
|
|
|
|
Cercano Management LLC
|
|
|
|
|
|
Capital A Wealth Management, LLC
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA Large Cap Value Fund Class A
|
|
|
|
|
|
APG Asset Management N.V.
|
|
|
|
|
|
Rock Point Advisors, LLC
|
|
|
|
|
|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
|
|
|
|
|
GHAAX - VanEck Funds - Global Hard Assets Fund Class A
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
Midwest Trust Co
|
|
|
|
|
|
Groupe la Francaise
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
Jeppson Wealth Management, Llc
|
|
|
|
|
|
Promus Capital, LLC
|
|
|
|
|
|
DLQAX - BNY Mellon Investment Funds V, Inc. - BNY Mellon Large Cap Equity Fund Class A
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
PDS Planning, Inc
|
|
|
|
|
|
Clear Street Markets Llc
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
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|
|
|
|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
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|
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|
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A
|
|
|
|
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|
First Financial Bankshares Inc
|
|
|
|
|
|
RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF
|
|
|
|
|
|
FQTEX - FRANKLIN STRATEGIC SERIES - Franklin Templeton SMACS: Series E Advisor Class
|
|
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|
Main Street Group, LTD
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
|
|
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|
|
Capital Markets Trading UK LLP
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
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|
NOLCX - Northern Funds - Northern Large Cap Core Fund
|
|
|
|
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|
Hillsdale Investment Management Inc.
|
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|
apricus wealth, LLC
|
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|
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
|
|
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|
New Age Alpha Variable Funds Trust - NAA LARGE CORE SERIES
|
|
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|
Accel Wealth Management
|
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|
Uncommon Cents Investing LLC
|
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|
LaSalle St. Investment Advisors, LLC
|
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|
Skandinaviska Enskilda Banken AB (publ)
|
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|
Liontrust Investment Partners LLP
|
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Asset Management One Co., Ltd.
|
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Semanteon Capital Management, LP
|
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Credential Qtrade Securities Inc.
|
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BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
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SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
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|
Susquehanna Portfolio Strategies, LLC
|
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CLARET ASSET MANAGEMENT Corp
|
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|
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Jnl Series Trust - Jnl/blackrock Global Natural Resources Fund (a)
|
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|
Savant Capital, LLC
|
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OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio
|
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|
Quadrant Capital Group Llc
|
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VCGAX - VALIC Co I - Growth & Income Fund
|
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FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
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|
DT Investment Partners, LLC
|
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Stack Financial Management, Inc
|
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BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio
|
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|
Public Sector Pension Investment Board
|
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|
Jackson, Grant Investment Advisers, Inc.
|
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Mml Investors Services, Llc
|
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|
California State Teachers Retirement System
|
|
|
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|
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB
|
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|
Kempen Capital Management N.v.
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
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|
FSAGX - FIDELITY SELECT PORTFOLIOS - Gold Portfolio
|
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Northern Trust Corp
|
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|
Northern Lights Variable Trust - Power Momentum Index VIT Fund Class 2 shares
|
|
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|
Palouse Capital Management, Inc.
|
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|
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QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock Advantage Large Cap Income ETF
|
|
|
|
|
|
Gen-Wealth Partners Inc
|
|
|
|
|
|
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
|
|
|
|
|
Strs Ohio
|
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|
TriaGen Wealth Management LLC
|
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|
ProShare Advisors LLC
|
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|
Cerity Partners LLC
|
|
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|
|
New Age Alpha Variable Funds Trust - NAA ALL CAP VALUE SERIES
|
|
|
|
|
|
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF
|
|
|
|
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|
Pacific Sage Partners, LLC
|
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|
|
|
|
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
FTA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Value AlphaDEX Fund
|
|
|
|
|
|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
|
|
|
FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class
|
|
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|
|
Ethic Inc.
|
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|
Cohen & Steers, Inc.
|
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BKDV - BNY Mellon ETF Trust II - BNY Mellon Dynamic Value ETF
|
|
|
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|
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio
|
|
|
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|
Cambria Investment Management, L.P.
|
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FRANK FUNDS - Camelot Event Driven Fund Class A Shares
|
|
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|
Woodline Partners LP
|
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|
Us Bancorp \de\
|
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Cary Street Partners Financial Llc
|
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Cypress Capital Group
|
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|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
|
|
|
|
Tcw Group Inc
|
|
|
|
|
|
Wealthspire Advisors, LLC
|
|
|
|
|
|
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
Daiwa Securities Group Inc.
|
|
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|
|
Varma Mutual Pension Insurance Co
|
|
|
|
|
|
Achmea Investment Management B.V.
|
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DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Real Return Portfolio Real Return Portfolio
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
CAPROCK Group, Inc.
|
|
|
|
|
|
FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I
|
|
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|
|
|
Te Ahumairangi Investment Management Ltd
|
|
|
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|
|
Rakuten Investment Management, Inc.
|
|
|
|
|
|
Stonehearth Capital Management, LLC
|
|
|
|
|
|
IAG Wealth Partners, LLC
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1
|
|
|
|
|
|
Hussman Strategic Advisors, Inc.
|
|
|
|
|
|
IYM - iSHARES TRUST - iShares U.S. Basic Materials ETF
|
|
|
|
|
|
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
|
|
|
|
|
|
Independent Solutions Wealth Management, LLC
|
|
|
|
|
|
Cherry Tree Wealth Management, LLC
|
|
|
|
|
|
GFS Advisors, LLC
|
|
|
|
|
|
ACWV - iShares, Inc. - iShares Edge MSCI Min Vol Global ETF
|
|
|
|
|
|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
Inlet Private Wealth, LLC
|
|
|
|
|
|
Arista Wealth Management, LLC
|
|
|
|
|
|
SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A
|
|
|
|
|
|
Gleason Group, Inc.
|
|
|
|
|
|
J. Safra Sarasin Holding AG
|
|
|
|
|
|
Secure Asset Management, LLC
|
|
|
|
|
|
QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
ICPAX - INTEGRITY FUNDS - Integrity Mid-North American Resources Fund , Class A
|
|
|
|
|
|
QVAL - Alpha Architect ETF Trust - Alpha Architect U.S. Quantitative Value ETF
|
|
|
|
|
|
GBVCX - Victory Portfolios IV - Victory Pioneer Global Value Fund Class C
|
|
|
|
|
|
Atlantic Edge Private Wealth Management, LLC
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I
|
|
|
|
|
|
CWA Asset Management Group, LLC
|
|
|
|
|
|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
|
|
|
|
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
Alerus Financial Na
|
|
|
|
|
|
Agf Management Ltd
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
|
|
|
|
Searle & Co.
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
FCFY - FIRST TRUST EXCHANGE-TRADED FUND - First Trust S&P 500 Diversified Free Cash Flow ETF
|
|
|
|
|
|
Orbis Allan Gray Ltd
|
|
|
|
|
|
BOK Financial Private Wealth, Inc.
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
|
|
|
|
|
DCUAX - DEUTSCHE DWS INVESTMENT TRUST - DWS CROCI U.S. Fund Class A
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
|
|
|
|
Cetera Trust Company, N.A
|
|
|
|
|
|
Alpine Global Dynamic Dividend Fund
|
|
|
|
|
|
FEUS - FlexShares Trust - FlexShares ESG & Climate US Large Cap Core Index Fund
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
Jacobi Capital Management LLC
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
Beirne Wealth Consulting Services, LLC
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
Ewa, Llc
|
|
|
|
|
|
Dagco, Inc.
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
FTDS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Total US Market AlphaDEX ETF
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
Knightsbridge Asset Management, Llc
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
|
|
|
|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
TCG Advisory Services, LLC
|
|
|
|
|
|
USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Commodity Strategies Fund Investor A Shares
|
|
|
|
|
|
Catalyst Capital Advisors LLC
|
|
|
|
|
|
Hilltop Holdings Inc.
|
|
|
|
|
|
Marshall Wace, Llp
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
Cahill Financial Advisors Inc
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
Oxbow Advisors, LLC
|
|
|
|
|
|
Independent Family Office, LLC
|
|
|
|
|
|
Avidian Wealth Solutions, LLC
|
|
|
|
|
|
Robeco Institutional Asset Management B.V.
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
K.J. Harrison & Partners Inc
|
|
|
|
|
|
Arrowstreet Capital, Limited Partnership
|
|
|
|
|
|
TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
Westerkirk Capital Inc.
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
Two Sigma Investments, Lp
|
|
|
|
|
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
|
|
|
|
SIG North Trading, ULC
|
|
|
|
|
|
Corundum Trust Company, INC
|
|
|
|
|
|
Select Asset Management & Trust
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
ExodusPoint Capital Management, LP
|
|
|
|
|
|
RTNAX - RUSSELL INVESTMENT CO - Tax-Managed International Equity Fund Class A
|
|
|
|
|
|
Chilton Capital Management Llc
|
|
|
|
|
|
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
|
|
|
|
|
Tandem Financial, LLC
|
|
|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
|
|
|
|
TPHE - TIMOTHY PLAN - Timothy Plan High Dividend Stock Enhanced ETF
|
|
|
|
|
|
Tri-continental Corp
|
|
|
|
|
|
Intrua Financial, LLC
|
|
|
|
|
|
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
|
|
|
|
|
Drucker Wealth 3.0, LLC
|
|
|
|
|
|
TPHD - TIMOTHY PLAN - Timothy Plan High Dividend Stock ETF
|
|
|
|
|
|
Fielder Capital Group LLC
|
|
|
|
|
|
ADAVX - Aberdeen Funds - Aberdeen Dynamic Dividend Fund Class A
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
National Asset Management, Inc.
|
|
|
|
|
|
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A
|
|
|
|
|
|
SDOG - ALPS ETF Trust - ALPS Sector Dividend Dogs ETF
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
Moody National Bank Trust Division
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
|
NEOS Investment Management LLC
|
|
|
|
|
|
BIVIX - NORTHERN LIGHTS FUND TRUST II - Invenomic Fund Institutional Class shares
|
|
|
|
|
|
AdvisorShares Investments LLC
|
|
|
|
|
|
Hartford Financial Management Inc.
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
|
|
|
|
|
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF
|
|
|
|
|
|
Mediolanum International Funds Ltd
|
|
|
|
|
|
Summit Global Investments
|
|
|
|
|
|
Comprehensive Financial Planning, Inc./PA
|
|
|
|
|
|
NULC - Nushares ETF Trust - Nuveen ESG Large-Cap ETF
|
|
|
|
|
|
VSRDX - VALIC Co I - U.S. Socially Responsible Fund
|
|
|
|
|
|
QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares
|
|
|
|
|
|
Caption Management, LLC
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
Oak Associates Ltd /oh/
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares
|
|
|
|
|
|
LSEQ - Harbor ETF Trust - Harbor Long-Short Equity ETF
|
|
|
|
|
|
Rathbone Brothers plc
|
|
|
|
|
|
Hazlett, Burt & Watson, Inc.
|
|
|
|
|
|
Center for Financial Planning, Inc.
|
|
|
|
|
|
Intellectus Partners, LLC
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
L2 Asset Management, LLC
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
Foster Dykema Cabot & Partners, Llc
|
|
|
|
|
|
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
|
|
|
|
|
Gemsstock Ltd.
|
|
|
|
|
|
TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class
|
|
|
|
|
|
Muhlenkamp & Co Inc
|
|
|
|
|
|
Prudent Man Advisors, LLC
|
|
|
|
|
|
Hager Investment Management Services, Llc
|
|
|
|
|
|
Fulton Bank, N.a.
|
|
|
|
|
|
Inscription Capital, LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
Pinnacle Wealth Management Group, Inc.
|
|
|
|
|
|
Gabelli Funds Llc
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
Change Path, LLC
|
|
|
|
|
|
Thrivent Core Funds - Thrivent Core Low Volatility Equity Fund
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
Neville Rodie & Shaw Inc
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
Bayforest Capital Ltd
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
JVLAX - John Hancock Funds III - John Hancock Disciplined Value Fund Class A
|
|
|
|
|
|
Duncker Streett & Co Inc
|
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|
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|
|
Cordant, Inc.
|
|
|
|
|
|
EAPDX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Dividend Income Fund Investor Class
|
|
|
|
|
|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
|
|
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|
|
NFP Retirement, Inc.
|
|
|
|
|
|
USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF
|
|
|
|
|
|
Level Four Advisory Services, Llc
|
|
|
|
|
|
RYPMX - RYDEX SERIES FUNDS - Precious Metals Fund Investor Class
|
|
|
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|
|
Highland Capital Management, Llc
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
Alps Advisors Inc
|
|
|
|
|
|
Silvercrest Asset Management Group Llc
|
|
|
|
|
|
Signature Wealth Management Partners, LLC
|
|
|
|
|
|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
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|
|
|
|
Bank Of Hawaii
|
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
|
|
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A
|
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|
|
Heathbridge Capital Management Ltd.
|
|
|
|
|
|
MNDFX - MANNING & NAPIER FUND, INC. - Disciplined Value Series Class I
|
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|
|
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|
Ostrum Asset Management
|
|
|
|
|
|
Group One Trading, L.p.
|
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|
|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
|
|
|
|
|
Camden National Bank
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
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|
|
Czech National Bank
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
|
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|
FSDPX - FIDELITY SELECT PORTFOLIOS - Materials Portfolio
|
|
|
|
|
|
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
|
|
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|
|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
|
|
|
|
|
FARYX - Northern Lights Fund Trust IV - Fulcrum Diversified Absolute Return Fund Super Institutional Class
|
|
|
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|
Weiss Asset Management LP
|
|
|
|
|
|
NOLVX - Northern Funds - Northern Large Cap Value Fund
|
|
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|
|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
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|
|
|
Mizuho Markets Cayman LP
|
|
|
|
|
|
Bridgewater Associates, LP
|
|
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|
|
Ilex Capital Partners (UK) LLP
|
|
|
|
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|
NORTHERN FUNDS - U.S. Quality ESG Fund Class I
|
|
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|
|
Bank Of America Corp /de/
|
|
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GVLU - Tidal ETF Trust - Gotham 1000 Value ETF
|
|
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MIDSX - Midas Series Trust - Midas Fund
|
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|
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YOKE - EA Series Trust - Yoke Core ETF
|
|
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TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R
|
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Sava Infond d.o.o.
|
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Regions Financial Corp
|
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Resources Investment Advisors, LLC.
|
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S.A. Mason LLC
|
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Oberweis Asset Management Inc/
|
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|
OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio
|
|
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J.w. Cole Advisors, Inc.
|
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Successful Portfolios LLC
|
|
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QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
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Citizens Financial Group Inc/ri
|
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Park Place Capital Corp
|
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Pictet Asset Management Holding SA
|
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Schonfeld Strategic Advisors LLC
|
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Secured Retirement Advisors, Llc
|
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B. Metzler seel. Sohn & Co. AG
|
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SPROTT FUNDS TRUST - Sprott Gold Miners ETF
|
|
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US Asset Management LLC
|
|
|
|
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|
TEMRX - TIAA-CREF FUNDS - TIAA-CREF Emerging Markets Equity Fund Retail Class
|
|
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|
|
Quotient Wealth Partners, LLC
|
|
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|
|
Sheaff Brock Investment Advisors, LLC
|
|
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|
Catalyst Financial Partners Llc
|
|
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|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
NRES - DBX ETF TRUST - Xtrackers RREEF Global Natural Resources ETF
|
|
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|
|
United Capital Management of KS, Inc.
|
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Fieldview Capital Management, LLC
|
|
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|
Axxcess Wealth Management, Llc
|
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NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
JOHN HANCOCK INVESTMENT TRUST - John Hancock Diversified Real Assets Fund Class NAV
|
|
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|
|
|
Profund Advisors Llc
|
|
|
|
|
|
MONECO Advisors, LLC
|
|
|
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|
|
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N
|
|
|
|
|
|
Affinity Investment Advisors, Llc
|
|
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|
|
|
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
|
|
|
|
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SGOVX - FIRST EAGLE FUNDS - First Eagle Overseas Fund Class A
|
|
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|
|
FineMark National Bank & Trust
|
|
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|
|
Rahlfs Capital, Llc
|
|
|
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|
|
Y.D. More Investments Ltd
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
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|
|
Evelyn Partners Investment Management Services Ltd
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
Brown, Lisle/cummings, Inc.
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
FTCE - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust New Constructs Core Earnings Leaders ETF
|
|
|
|
|
|
RAPAX - Cohen & Steers Real Assets Fund, Inc. - Cohen & Steers Real Assets Fund, Inc. Class A
|
|
|
|
|
|
Northwestern Mutual Investment Management Company, Llc
|
|
|
|
|
|
Sienna Gestion
|
|
|
|
|
|
Binnacle Investments Inc
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
|
|
Intact Investment Management Inc.
|
|
|
|
|
|
Prudential Plc
|
|
|
|
|
|
Marshall & Sterling Wealth Advisors Inc.
|
|
|
|
|
|
Quest Partners LLC
|
|
|
|
|
|
Panagora Asset Management Inc
|
|
|
|
|
|
Laurion Capital Management LP
|
|
|
|
|
|
Bay Capital Advisors, LLC
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
|
|
|
|
Harvest Portfolios Group Inc.
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
|
|
Mesirow Financial Investment Management, Inc.
|
|
|
|
|
|
IWL - iSHARES TRUST - iShares Russell Top 200 ETF
|
|
|
|
|
|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
|
|
|
|
Adams Asset Advisors, LLC
|
|
|
|
|
|
Patten Group, Inc.
|
|
|
|
|
|
HSAFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Allocation Fund
|
|
|
|
|
|
Sagespring Wealth Partners, Llc
|
|
|
|
|
|
Generali Investments CEE, investicni spolecnost, a.s.
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
|
|
Retirement Planning Co of New England, Inc.
|
|
|
|
|
|
Country Trust Bank
|
|
|
|
|
|
Coston, McIsaac & Partners
|
|
|
|
|
|
Drive Wealth Management, Llc
|
|
|
|
|
|
Clear Harbor Asset Management, LLC
|
|
|
|
|
|
Fourth Dimension Wealth, LLC
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
Deseret Mutual Benefit Administrators
|
|
|
|
|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
PYZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Basic Materials Momentum ETF
|
|
|
|
|
|
PCGRX - PIONEER MID CAP VALUE FUND - Pioneer Mid Cap Value Fund : Class A
|
|
|
|
|
|
Rafferty Asset Management, LLC
|
|
|
|
|
|
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class
|
|
|
|
|
|
B&l Asset Management Llc
|
|
|
|
|
|
Nfj Investment Group, Llc
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I
|
|
|
|
|
|
Lowe Wealth Advisors, LLC
|
|
|
|
|
|
KLCM Advisors, Inc.
|
|
|
|
|
|
Skylands Capital, LLC
|
|
|
|
|
|
Wilkins Investment Counsel Inc
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
Blue Capital, Inc.
|
|
|
|
|
|
AFPAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Income Fund Class A
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
VBCVX - VALIC Co I - Systematic Value Fund
|
|
|
|
|
|
Sanibel Captiva Trust Company, Inc.
|
|
|
|
|
|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
AUERX - Unified Series Trust - Auer Growth Fund
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
|
|
|
SMRI - EA Series Trust - Bushido Capital US Equity ETF
|
|
|
|
|
|
BLPIX - Profunds - Bull Profund Investor Class
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
Nissay Asset Management Corp /japan/ /adv
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
Wellspring Financial Advisors, LLC
|
|
|
|
|
|
FFTY - Innovator ETFs Trust - Innovator IBD(R) 50 ETF
|
|
|
|
|
|
Silvant Capital Management LLC
|
|
|
|
|
|
Legacy Bridge, LLC
|
|
|
|
|
|
DRAFX - Brinker Capital Destinations Trust - Destinations Real Assets Fund Class I
|
|
|
|
|
|
Briaud Financial Planning, Inc
|
|
|
|
|
|
Financial Freedom, LLC
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
Corton Capital Inc.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
|
|
Capital City Trust Co/fl
|
|
|
|
|
|
JCIC Asset Management Inc.
|
|
|
|
|
|
Hurley Capital, LLC
|
|
|
|
|
|
LSPAX - LoCorr Investment Trust - LoCorr Spectrum Income Fund Class A
|
|
|
|
|
|
Modera Wealth Management, LLC
|
|
|
|
|
|
UYM - PROSHARES TRUST - ProShares Ultra Basic Materials
|
|
|
|
|
|
Generali Asset Management SPA SGR
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
E&G Advisors, LP
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
Confluence Investment Management Llc
|
|
|
|
|
|
Jaffetilchin Investment Partners, LLC
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
|
|
|
|
|
CCNR - FINANCIAL INVESTORS TRUST - ALPS | CoreCommodity Natural Resources ETF
|
|
|
|
|
|
Rakuten Securities, Inc.
|
|
|
|
|
|
FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
Fortem Financial Group, Llc
|
|
|
|
|
|
NWAPX - NATIONWIDE MUTUAL FUNDS - Nationwide Mellon Disciplined Value Fund Eagle Class
|
|
|
|
|
|
Crews Bank & Trust
|
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Disciplined Core Fund Class 3
|
|
|
|
|
|
NDOW - Collaborative Investment Series Trust - Anydrus Advantage ETF
|
|
|
|
|
|
International Assets Investment Management, Llc
|
|
|
|
|
|
Princeton Global Asset Management LLC
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund
|
|
|
|
|
|
Alberta Investment Management Corp
|
|
|
|
|
|
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
|
|
|
|
|
Caldwell Securities, Inc
|
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
|
|
|
Cox Capital Mgt LLC
|
|
|
|
|
|
PTL - Northern Lights Fund Trust IV - Inspire 500 ETF
|
|
|
|
|
|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
|
|
|
|
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
|
|
|
|
|
|
FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2
|
|
|
|
|
|
SLVP - iShares, Inc. - iShares MSCI Global Silver and Metals Miners ETF
|
|
|
|
|
|
Beacon Capital Management, LLC
|
|
|
|
|
|
Country Club Bank /gfn
|
|
|
|
|
|
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund
|
|
|
|
|
|
Assenagon Asset Management S.A.
|
|
|
|
|
|
Evoke Wealth, Llc
|
|
|
|
|
|
Total Investment Management Inc
|
|
|
|
|
|
Range Financial Group LLC
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
EPIVX - Investment Managers Series Trust - EuroPac International Value Fund Class A
|
|
|
|
|
|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
Gamco Global Gold, Natural Resources & Income Trust
|
|
|
|
|
|
Heartland Bank & Trust Co
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
JTC Employer Solutions Trusteee Ltd
|
|
|
|
|
|
Wela Strategies, Inc.
|
|
|
|
|
|
Evermay Wealth Management Llc
|
|
|
|
|
|
O'Brien Greene & Co. Inc
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
Bbr Partners, Llc
|
|
|
|
|
|
PISYX - Victory Portfolios IV - Victory Pioneer Intrinsic Value Fund Class Y
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
W.G. Shaheen & Associates DBA Whitney & Co
|
|
|
|
|
|
ESL Trust Services, LLC
|
|
|
|
|
|
Legacy Capital Wealth Partners, LLC
|
|
|
|
|
|
Kiker Wealth Management, LLC
|
|
|
|
|
|
Dai-Ichi Life Insurance Company, Ltd
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
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Capital CS Group, LLC
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QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
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|
Prime Capital Investment Advisors, LLC
|
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|
VVOAX - Aim Sector Funds (invesco Sector Funds) - Invesco Value Opportunities Fund Class A
|
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|
Banco Bilbao Vizcaya Argentaria, S.a.
|
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Cape Investment Advisory, Inc.
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BFI Infinity Ltd.
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Maj Invest Holding A/S
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SageView Advisory Group, LLC
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Acadian Asset Management Llc
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Citigroup Inc
|
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Sei Investments Co
|
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Sivia Capital Partners, LLC
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DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
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|
Cardinal Point Capital Management, ULC
|
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|
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
|
|
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|
Alan B. Lancz & Associates, Inc.
|
|
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|
ADME - ETF Series Solutions - Aptus Drawdown Managed Equity ETF
|
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Signaturefd, Llc
|
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|
Guardian Variable Products Trust - Guardian Large Cap Disciplined Value VIP Fund
|
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|
|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
|
|
TPLE - TIMOTHY PLAN - Timothy Plan US Large/Mid Cap Core Enhanced ETF
|
|
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|
VSTIX - VALIC Co I - Stock Index Fund
|
|
|
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|
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A
|
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|
Teacher Retirement System Of Texas
|
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|
Sound Shore Management Inc /ct/
|
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|
Moneta Group Investment Advisors Llc
|
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|
Schulhoff & Co Inc
|
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|
Continuum Advisory, LLC
|
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GeoWealth Management, LLC
|
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FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
|
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|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
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Stifel Financial Corp
|
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Colrain Capital Llc
|
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|
Treasurer of the State of North Carolina
|
|
|
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|
Redwood Wealth Management Group, LLC
|
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|
|
SPROTT FUNDS TRUST - Sprott Active Gold & Silver Miners ETF
|
|
|
|
|
|
NZUS - SPDR SERIES TRUST - SPDR MSCI USA Climate Paris Aligned ETF
|
|
|
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|
First Horizon Advisors, Inc.
|
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|
|
|
|
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF
|
|
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|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
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|
CSM Advisors, LLC
|
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St Germain D J Co Inc
|
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GILIX - New Age Alpha Funds Trust - NAA LARGE CORE FUND Institutional Class
|
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|
Aspetuck Financial Management LLC
|
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Diametric Capital, LP
|
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EMAAX - Gabelli 787 Fund, Inc. - Enterprise Mergers and Acquisitions Fund Class A
|
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USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF
|
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|
Equitable Holdings, Inc.
|
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AlphaCore Capital LLC
|
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HLAL - Listed Funds Trust - Wahed FTSE USA Shariah ETF
|
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Hara Capital LLC
|
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Smithfield Trust Co
|
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HRLIX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford Global Real Asset Fund Class I
|
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|
LPL Financial LLC
|
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Farmers & Merchants Investments Inc
|
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Johnson Financial Group, Inc.
|
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Principal Financial Group Inc
|
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Slate Path Capital LP
|
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Forum Financial Management, LP
|
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Venture Visionary Partners LLC
|
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|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
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|
|
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
|
|
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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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|
Stevens Capital Management Lp
|
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|
Cwm, Llc
|
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|
Chesley Taft & Associates LLC
|
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|
IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF
|
|
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|
|
Rodgers Brothers Inc.
|
|
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|
AdvisorNet Financial, Inc
|
|
|
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|
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
|
|
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|
|
|
First Eagle Investment Management, LLC
|
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|
|
Texas Yale Capital Corp.
|
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|
Financial Gravity Companies, Inc.
|
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|
Cosner Financial Group, LLC
|
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|
XLB - SELECT SECTOR SPDR TRUST - The Materials Select Sector SPDR Fund
|
|
|
|
|
|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
|
|
|
|
|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
|
|
|
|
RISN - Northern Lights Fund Trust IV - Inspire Tactical Balanced ESG ETF
|
|
|
|
|
|
Systematic Alpha Investments, LLC
|
|
|
|
|
|
RFG Advisory, LLC
|
|
|
|
|
|
Pacer Advisors, Inc.
|
|
|
|
|
|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
|
|
|
|
LKBAX - LKCM Funds - LKCM Balanced Fund
|
|
|
|
|
|
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc.
|
|
|
|
|
|
Foundry Partners, LLC
|
|
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|
|
State Street Corp
|
|
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|
|
Ellsworth Advisors, LLC
|
|
|
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|
Paradigm Asset Management Co Llc
|
|
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|
|
IGNCX - IVY FUNDS - Delaware Ivy Natural Resources Fund Class C
|
|
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|
|
Pathstone Holdings, LLC
|
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|
|
|
|
Oak Family Advisors, Llc
|
|
|
|
|
|
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
|
|
|
|
|
VALAX - NORTHERN LIGHTS FUND TRUST II - Al Frank Fund Advisor Class
|
|
|
|
|
|
Costello Asset Management, INC
|
|
|
|
|
|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
|
|
|
|
|
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund
|
|
|
|
|
|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Aster Capital Management (DIFC) Ltd
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
Prospector Partners Llc
|
|
|
|
|
|
XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF
|
|
|
|
|
|
Donoghue Forlines LLC
|
|
|
|
|
|
Fortis Capital Advisors, LLC
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
New York Life Investment Management Llc
|
|
|
|
|
|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
|
|
|
|
|
Mufg Securities Americas Inc.
|
|
|
|
|
|
Dakota Community Bank & Trust NA
|
|
|
|
|
|
Swedbank AB
|
|
|
|
|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
|
|
|
Dorsey & Whitney Trust CO LLC
|
|
|
|
|
|
Arrow Investment Advisors, LLC
|
|
|
|
|
|
Stolper Co
|
|
|
|
|
|
Garda Capital Partners Lp
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
|
|
|
|
Winmill & Co. Inc
|
|
|
|
|
|
Ameliora Wealth Management Ltd.
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Minot DeBlois Advisors LLC
|
|
|
|
|
|
Northeast Investment Management
|
|
|
|
|
|
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
|
|
|
|
Gabelli Capital Series Funds Inc - Gabelli Capital Asset Fund Class Aaa
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
Keel Point, LLC
|
|
|
|
|
|
Advantage Trust Co
|
|
|
|
|
|
Great Lakes Advisors, Llc
|
|
|
|
|
|
Summit Financial Wealth Advisors, LLC
|
|
|
|
|
|
Davis-rea Ltd.
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2
|
|
|
|
|
|
HAP Trading, LLC
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
|
|
|
|
|
Azimuth Capital Investment Management LLC
|
|
|
|
|
|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
GCAEX - Gabelli Equity Series Funds Inc - The Gabelli Equity Income Fund Class A
|
|
|
|
|
|
Beaird Harris Wealth Management, LLC
|
|
|
|
|
|
Sit Investment Associates Inc
|
|
|
|
|
|
TIME - Tidal Trust II - Clockwise Core Equity & Innovation ETF
|
|
|
|
|
|
Eschler Asset Management LLP
|
|
|
|
|
|
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
Central Pacific Bank - Trust Division
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
Lombard Odier Asset Management (USA) Corp
|
|
|
|
|
|
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
Catalytic Wealth RIA, LLC
|
|
|
|
|
|
Gamco Investors, Inc. Et Al
|
|
|
|
|
|
Azzad Asset Management Inc /adv
|
|
|
|
|
|
Dark Forest Capital Management Lp
|
|
|
|
|
|
Lake Hills Wealth Management, LLC
|
|
|
|
|
|
Kopernik Global Investors, LLC
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
ASR Vermogensbeheer N.V.
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
|
|
|
|
|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
|
|
|
|
|
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
|
|
|
|
|
United Advisor Group, LLC
|
|
|
|
|
|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
|
|
|
|
|
Quadcap Wealth Management, LLC
|
|
|
|
|
|
Tiaa Trust, National Association
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
Caas Capital Management Lp
|
|
|
|
|
|
GAST - Gabelli ETFs Trust - Gabelli Automation ETF
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
World Equity Group, Inc.
|
|
|
|
|
|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
|
|
|
|
|
Q3 Asset Management
|
|
|
|
|
|
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A
|
|
|
|
|
|
Comprehensive Money Management Services LLC
|
|
|
|
|
|
High Note Wealth, LLC
|
|
|
|
|
|
McIlrath & Eck, LLC
|
|
|
|
|
|
Baker Avenue Asset Management, LP
|
|
|
|
|
|
Vermillion & White Wealth Management Group, LLC
|
|
|
|
|
|
GLOBALT Investments LLC / GA
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
Redwood Investment Management, Llc
|
|
|
|
|
|
JFLI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Flexible Income ETF
|
|
|
|
|
|
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
|
|
|
|
|
Papamarkou Wellner Asset Management inc.
|
|
|
|
|
|
Monetary Management Group Inc
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
PAPI - Morgan Stanley ETF Trust - Parametric Equity Premium Income ETF
|
|
|
|
|
|
Royal London Asset Management Ltd
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1
|
|
|
|
|
|
Congress Wealth Management LLC / DE /
|
|
|
|
|
|
Phoenix Holdings Ltd.
|
|
|
|
|
|
Cigna Investments Inc /new
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
Vantage Financial Partners, LLC
|
|
|
|
|
|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
|
|
|
|
|
Redwood Park Advisors LLC
|
|
|
|
|
|
Nvwm, Llc
|
|
|
|
|
|
Bowen Hanes & Co Inc
|
|
|
|
|
|
NOSIX - Northern Funds - Northern Stock Index Fund
|
|
|
|
|
|
Lesa Sroufe & Co
|
|
|
|
|
|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
|
|
|
|
|
Allianz Se
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
IVE - iSHARES TRUST - iShares S&P 500 Value ETF
|
|
|
|
|
|
SGLC - RBB FUND, INC. - SGI U.S. Large Cap Core ETF
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
FFNKX - VARIABLE INSURANCE PRODUCTS FUND IV - Materials Portfolio Initial Class
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
BFOR - ALPS ETF Trust - Barron's 400 ETF
|
|
|
|
|
|
StoneX Group Inc.
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
DMCVX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Opportunistic Midcap Value Fund Class A
|
|
|
|
|
|
FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
Ruffer LLP
|
|
|
|
|
|
Nwam Llc
|
|
|
|
|
|
Simplicity Wealth,LLC
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A
|
|
|
|
|
|
GDMN - WisdomTree Trust - WisdomTree Efficient Gold Plus Gold Miners Strategy Fund N/A
|
|
|
|
|
|
Peregrine Asset Advisers, Inc.
|
|
|
|
|
|
Nemes Rush Group LLC
|
|
|
|
|
|
Spears Abacus Advisors LLC
|
|
|
|
|
|
MMRFX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Real Assets Fund Class I
|
|
|
|
|
|
SURE - AdvisorShares Trust - AdvisorShares DoubleLine Value Equity ETF
|
|
|
|
|
|
USMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA ETF
|
|
|
|
|
|
Centerpoint Advisors, LLC
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
Koa Wealth Management, LLC
|
|
|
|
|
|
Wolverine Asset Management Llc
|
|
|
|
|
|
RSPM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Materials ETF
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
Eisler Capital Management Ltd.
|
|
|
|
|
|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
|
|
|
|
|
NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF
|
|
|
|
|
|
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A
|
|
|
|
|
|
UniSuper Management Pty Ltd
|
|
|
|
|
|
Brendel Financial Advisors LLC
|
|
|
|
|
|
Metis Global Partners, LLC
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
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|
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Brave Asset Management Inc
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Game Creek Capital, LP
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Archford Capital Strategies, LLC
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NorthRock Partners, LLC
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Sequoia Financial Advisors, LLC
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Hohimer Wealth Management, Llc
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Ameritas Investment Partners, Inc.
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Summit Financial, LLC
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TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
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Harbour Investments, Inc.
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AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Global Responsibility Equity Fund Class A
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IVC Wealth Advisors LLC
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SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
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Independent Advisor Alliance
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FSWCX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Value Index Fund
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Stance Capital Llc
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Nbc Securities, Inc.
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Aire Advisors, Llc
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RVRB - ADVISORS SERIES TRUST - Reverb ETF
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XML Financial, LLC
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PRAFX - T. Rowe Price Real Assets Fund, Inc. - T. Rowe Price Real Assets Fund, Inc.
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Greenleaf Trust
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ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
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SevenBridge Financial Group, LLC
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DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
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Guidance Capital, Inc
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EKWAX - WELLS FARGO FUNDS TRUST - Wells Fargo Precious Metals Fund Class A
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EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
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SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
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Parallax Volatility Advisers, L.P.
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VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
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Ossiam
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CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
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City State Bank
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RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
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Boothbay Fund Management, Llc
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Greenline Partners, LLC
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Carmignac Gestion
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Guggenheim Strategic Opportunities Fund
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Horizon Kinetics Asset Management Llc
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Private Trust Co Na
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Aaron Wealth Advisors LLC
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IRVIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Value Index Portfolio Class I
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Ccm Investment Group, Llc
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FNY Investment Advisers, LLC
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Park Avenue Securities Llc
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AVIE - AMERICAN CENTURY ETF TRUST - Avantis Inflation Focused Equity ETF
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Strong Tower Advisory Services
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Ofi Invest Asset Management
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PFG Investments, LLC
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Fifth Third Wealth Advisors LLC
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Brown Brothers Harriman & Co
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Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
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BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF
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IWV - iSHARES TRUST - iShares Russell 3000 ETF
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Snowden Capital Advisors LLC
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California Public Employees Retirement System
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Jump Financial, LLC
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Alpine Bank Wealth Management
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Cedar Wealth Management, LLC
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FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund
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Walleye Capital LLC
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ORG Partners LLC
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Sumitomo Mitsui Trust Holdings, Inc.
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MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
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EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB
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Frank, Rimerman Advisors LLC
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Gs Investments, Inc.
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NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
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Financiere des Professionnels - Fonds d,investissement inc.
|
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TD Capital Management LLC
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Crewe Advisors LLC
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SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund
|
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Franklin Universal Trust
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Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B
|
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Mount Lucas Management LP
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Prudential Financial Inc
|
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Atria Wealth Solutions, Inc.
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Arkadios Wealth Advisors
|
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Nations Financial Group Inc, /ia/ /adv
|
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SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
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Gabelli Equity Trust Inc
|
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Pnc Financial Services Group, Inc.
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Groupama Asset Managment
|
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AustralianSuper Pty Ltd
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Mutual Of America Capital Management Llc
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Gulf International Bank (UK) Ltd
|
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FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares
|
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Ridgewood Investments LLC
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Coldstream Capital Management Inc
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New Age Alpha Variable Funds Trust - NAA LARGE CAP VALUE SERIES
|
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Systrade AG
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Westside Investment Management, Inc.
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GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
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Federated Hermes, Inc.
|
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First City Capital Management, Inc.
|
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EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
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Somerset Trust Co
|
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Colonial Trust Co / SC
|
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Bollard Group LLC
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Columbia Asset Management
|
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Profunds - Profund Vp Ultrabull
|
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Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
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Kornitzer Capital Management Inc /ks
|
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Susquehanna Fundamental Investments, Llc
|
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LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
|
|
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|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
Worth Financial Advisory Group, LLC
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
PMAIX - Pioneer Series Trust IV - Pioneer Multi-Asset Income Fund : Class A
|
|
|
|
|
|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
|
|
|
USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF
|
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AIA Group Ltd
|
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|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
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|
Fox Run Management, L.l.c.
|
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|
Gabelli Convertible & Income Securities Fund Inc
|
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|
Global Retirement Partners, LLC
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
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|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
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|
Westport Asset Management Inc
|
|
|
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|
|
SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF
|
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COWZ - Pacer Funds Trust - Pacer US Cash Cows 100 ETF
|
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|
West Michigan Advisors, Llc
|
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Welch Group, LLC
|
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FEOVX - FIRST EAGLE VARIABLE FUNDS - First Eagle Overseas Variable Fund
|
|
|
|
|
|
LRI Investments, LLC
|
|
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|
|
James Investment Research Inc
|
|
|
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|
|
Lansforsakringar Fondforvaltning AB (publ)
|
|
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|
|
|
IWX - iSHARES TRUST - iShares Russell Top 200 Value ETF
|
|
|
|
|
|
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class
|
|
|
|
|
|
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
|
|
|
|
|
Dynamic Advisor Solutions LLC
|
|
|
|
|
|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
|
|
|
|
PEVC - Pacer Funds Trust - Pacer PE/VC ETF
|
|
|
|
|
|
ABRFX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Monthly Risk-On Risk-Off Fund Class A
|
|
|
|
|
|
BLACKROCK NATURAL RESOURCES TRUST - BLACKROCK NATURAL RESOURCES TRUST Investor A
|
|
|
|
|
|
NULV - Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF
|
|
|
|
|
|
IFM Investors Pty Ltd
|
|
|
|
|
|
Resona Asset Management Co.,Ltd.
|
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|
Wetherby Asset Management Inc
|
|
|
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|
|
Meiji Yasuda Life Insurance Co
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
Generate Investment Management Ltd
|
|
|
|
|
|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
|
|
|
|
|
GLDAX - Gabelli Gold Fund, Inc. - GABELLI GOLD FUND INC CLASS A
|
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|
CMT Capital Markets Trading GmbH
|
|
|
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|
Holderness Investments Co
|
|
|
|
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|
PKO Investment Management Joint-Stock Co
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
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|
Point72 (DIFC) Ltd
|
|
|
|
|
|
Atalanta Sosnoff Capital, Llc
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
Seelaus Asset Management LLC
|
|
|
|
|
|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
|
|
|
National Pension Service
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
Natixis
|
|
|
|
|
|
Winthrop Capital Management, LLC
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA Allocation Fund Class C
|
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|
