|
TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial
|
|
|
|
|
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
|
|
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|
|
Quintet Private Bank (Europe) S.A.
|
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|
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|
Verition Fund Management LLC
|
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|
Mv Capital Management, Inc.
|
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|
POM Investment Strategies, LLC
|
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|
Hartford Investment Management Co
|
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|
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|
Signature Estate & Investment Advisors Llc
|
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|
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|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
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|
|
J.w. Cole Advisors, Inc.
|
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|
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|
Blue Chip Partners, Inc.
|
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|
AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF
|
|
|
|
|
|
FBGRX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth Fund
|
|
|
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|
ITAN - Alpha Architect ETF Trust - Sparkline Intangible Value ETF
|
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|
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|
JOET - Virtus ETF Trust II - Virtus Terranova U.S. Quality Momentum ETF
|
|
|
|
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|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Common Stock Portfolio Initial Class
|
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|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class
|
|
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|
Ashton Thomas Private Wealth, LLC
|
|
|
|
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|
ALAI - Alger ETF Trust - Alger AI Enablers & Adopters ETF
|
|
|
|
|
|
United Community Bank
|
|
|
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|
Empirical Finance, LLC
|
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|
Compass Capital Management, Inc
|
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|
New York Life Investment Management Llc
|
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BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
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Ossiam
|
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|
UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund
|
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|
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FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
|
|
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|
|
Liberty All Star Equity Fund
|
|
|
|
|
|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
|
|
|
|
TWQAX - TRANSAMERICA FUNDS - Transamerica Large Cap Value A
|
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|
Adage Capital Partners Gp, L.l.c.
|
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Symphony Financial, Ltd. Co.
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Long Focus Capital Management, Llc
|
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|
Horizon Advisory Services, Inc.
|
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|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Core Fund Investor A
|
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|
Reyes Financial Architecture, Inc.
|
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|
Harbor Capital Advisors, Inc.
|
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Wedbush Securities Inc
|
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SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
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Canada Post Corp Registered Pension Plan
|
|
|
|
|
|
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
|
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|
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A
|
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|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
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|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
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|
J. L. Bainbridge & Co., Inc.
|
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|
CoreCap Advisors, LLC
|
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Natixis Advisors, L.p.
|
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CenterStar Asset Management, LLC
|
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|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
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|
Aptus Capital Advisors, LLC
|
|
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|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
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|
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
|
|
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|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
|
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|
Impact Capital Partners LLC
|
|
|
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|
|
V-Square Quantitative Management LLC
|
|
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DUHP - Dimensional ETF Trust - Dimensional US High Profitability ETF
|
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|
Deseret Mutual Benefit Administrators
|
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|
Binnacle Investments Inc
|
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|
Freedom Financial Partners LLC
|
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|
Horizon Investments, LLC
|
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|
Cardinal Point Capital Management, ULC
|
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|
Harbor Advisors LLC
|
|
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|
JHQAX - JPMorgan Trust I - JPMorgan Hedged Equity Fund Class A
|
|
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|
Hancock Whitney Corp
|
|
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|
Rosenberg Matthew Hamilton
|
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|
Everhart Financial Group, Inc.
|
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|
Truist Financial Corp
|
|
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|
State Board Of Administration Of Florida Retirement System
|
|
|
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|
Wealth Management Partners, LLC
|
|
|
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|
|
Optimum Investment Advisors
|
|
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|
Synovus Financial Corp
|
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|
Southpoint Capital Advisors LP
|
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|
Archer Investment Corp
|
|
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|
Waycross Partners, Llc
|
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IYC - iSHARES TRUST - iShares U.S. Consumer Services ETF
|
|
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DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
|
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|
|
Nomura Asset Management Co Ltd
|
|
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|
Integrated Investment Consultants, LLC
|
|
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|
Maryland State Retirement & Pension System
|
|
|
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|
|
BlackRock, Inc.
|
|
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|
Nbc Securities, Inc.
|
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|
Police & Firemen's Retirement System of New Jersey
|
|
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|
Triton Wealth Management, PLLC
|
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|
Nissay Asset Management Corp /japan/ /adv
|
|
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|
|
|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
|
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|
|
|
Key FInancial Inc
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
Par Capital Management Inc
|
|
|
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|
|
Two Sigma Investments, Lp
|
|
|
|
|
|
NorthCrest Asset Manangement, LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares
|
|
|
|
|
|
BBISX - Sterling Capital Funds - Sterling Capital Behavioral Large Cap Value Equity Fund Institutional Class
|
|
|
|
|
|
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class
|
|
|
|
|
|
Occudo Quantitative Strategies Lp
|
|
|
|
|
|
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
FXD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Discretionary AlphaDEX Fund
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
L1 Capital Pty Ltd
|
|
|
|
|
|
Roxbury Financial LLC
|
|
|
|
|
|
UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund
|
|
|
|
|
|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
|
|
|
|
|
Meridian Wealth Management, LLC
|
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
|
|
GM Advisory Group, Inc.
|
|
|
|
|
|
Assenagon Asset Management S.A.
|
|
|
|
|
|
Richardson Capital Management LLC
|
|
|
|
|
|
GLBIX - Managed Portfolio Series - Leuthold Global Fund Institutional Class
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
|
|
|
|
RYAWX - RYDEX SERIES FUNDS - S&P 500 Pure Growth Fund Class H
|
|
|
|
|
|
S&t Bank/pa
|
|
|
|
|
|
Albion Financial Group /ut
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
SPGP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 GARP ETF
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
|
|
|
|
|
|
PineBridge Investments, L.P.
|
|
|
|
|
|
1620 Investment Advisors, Inc.
|
|
|
|
|
|
SummitTX Capital, L.P.
|
|
|
|
|
|
DAGVX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Dynamic Value Fund Class A
|
|
|
|
|
|
PCGRX - PIONEER MID CAP VALUE FUND - Pioneer Mid Cap Value Fund : Class A
|
|
|
|
|
|
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
First Foundation Advisors
|
|
|
|
|
|
Edgestream Partners, L.P.
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
WAYEX - Waycross Independent Trust - WAYCROSS LONG/SHORT EQUITY FUND
|
|
|
|
|
|
PayPay Securities Corp
|
|
|
|
|
|
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1
|
|
|
|
|
|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
|
|
|
Deltec Asset Management Llc
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
GoalVest Advisory LLC
|
|
|
|
|
|
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
|
|
|
|
|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Grantham, Mayo, Van Otterloo & Co. LLC
|
|
|
|
|
|
Voya Global Advantage & Premium Opportunity Fund
|
|
|
|
|
|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
|
|
|
|
Fortress Financial Group, Llc
|
|
|
|
|
|
UniSuper Management Pty Ltd
|
|
|
|
|
|
Compass Wealth Management LLC
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
Howard Capital Management Inc.
|
|
|
|
|
|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
Wright Investors Service Inc
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
|
|
|
|
Verum Partners LLC
|
|
|
|
|
|
DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
Victory Variable Insurance Funds II - Victory Pioneer Mid Cap Value VCT Portfolio Class I
|
|
|
|
|
|
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
|
|
|
|
|
|
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
|
|
|
POAGX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Aggressive Growth Fund
|
|
|
|
|
|
Accredited Wealth Management, LLC
|
|
|
|
|
|
Appaloosa Lp
|
|
|
|
|
|
FLQM - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Mid Cap Equity ETF
|
|
|
|
|
|
IMRFX - Columbia Funds Series Trust II - Columbia Global Opportunities Fund Class A
|
|
|
|
|
|
VSM Wealth Advisory, LLC
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
|
SMSAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Multi-Strategy Alternative Fund Class F
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA World Equity Income Fund Class P
|
|
|
|
|
|
Clear Harbor Asset Management, LLC
|
|
|
|
|
|
INFO - Harbor ETF Trust - Harbor PanAgora Dynamic Large Cap Core ETF
|
|
|
|
|
|
Family Office Research LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
|
|
|
DGEFX - Brinker Capital Destinations Trust - Destinations Equity Income Fund Class I
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
VWNDX - VANGUARD WINDSOR FUNDS - Vanguard Windsor Fund Investor Shares
|
|
|
|
|
|
Intellectus Partners, LLC
|
|
|
|
|
|
Park Place Capital Corp
|
|
|
|
|
|
Gen-Wealth Partners Inc
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
IGHSX - Voya VARIABLE PORTFOLIOS INC - Voya Global Equity Portfolio Class S
|
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
Voya Infrastructure, Industrials & Materials Fund
|
|
|
|
|
|
Winch Advisory Services, LLC
|
|
|
|
|
|
Bradley Foster & Sargent Inc/ct
|
|
|
|
|
|
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
BlackRock ESG Capital Allocation Trust
|
|
|
|
|
|
Bellevue Asset Management, Llc
|
|
|
|
|
|
Richard W. Paul & Associates, LLC
|
|
|
|
|
|
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class
|
|
|
|
|
|
Engineers Gate Manager LP
|
|
|
|
|
|
Pallas Capital Advisors LLC
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
Gleason Group, Inc.
|
|
|
|
|
|
USCGX - USAA MUTUAL FUNDS TRUST - Capital Growth Fund
|
|
|
|
|
|
AIA Group Ltd
|
|
|
|
|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
GOP - Tidal ETF Trust - Unusual Whales Subversive Republican Trading ETF
|
|
|
|
|
|
Bridgefront Capital, LLC
|
|
|
|
|
|
Pacer Advisors, Inc.
|
|
|
|
|
|
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IB
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
Cypress Capital Group
|
|
|
|
|
|
DYNF - BlackRock ETF Trust - BlackRock U.S. Equity Factor Rotation ETF
|
|
|
|
|
|
Silvant Capital Management LLC
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
|
|
|
|
JT Stratford LLC
|
|
|
|
|
|
Financial Advocates Investment Management
|
|
|
|
|
|
BUL - Pacer Funds Trust - Pacer US Cash Cows Growth ETF
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
Canada Pension Plan Investment Board
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I
|
|
|
|
|
|
Everence Capital Management Inc
|
|
|
|
|
|
GTLOX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Core Equity Portfolio - Advisor Shares
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
|
|
|
|
Fox Run Management, L.l.c.
|
|
|
|
|
|
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF
|
|
|
|
|
|
DWAFX - Arrow Investments Trust - ARROW DWA BALANCED FUND CLASS A SHARES
|
|
|
|
|
|
EARAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
FGIPX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Growth and Income Fund Institutional Class
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
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U S Global Investors Inc
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Keystone Wealth Services, LLC
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XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
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JAVA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF
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GK Wealth Management LLC
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GMOV - 2023 ETF Series Trust II - GMO U.S. Value ETF
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Pzena Investment Management Llc
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Axa S.a.
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PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
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Apollon Wealth Management, LLC
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GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III
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Coston, McIsaac & Partners
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TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F
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Heritage Trust Co
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North Star Investment Management Corp.
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IVV - iSHARES TRUST - iShares Core S&P 500 ETF
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Transcend Wealth Collective, Llc
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Affinity Investment Advisors, Llc
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IVW - iSHARES TRUST - iShares S&P 500 Growth ETF
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IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I
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BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class
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Everpar Advisors Llc
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Signature Resources Capital Management, LLC
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EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
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SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
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NQGAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Global Equity Income Fund Class A
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Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
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Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K
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Wedmont Private Capital
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North Capital, Inc.
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Brandywine Global Investment Management, LLC
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FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund
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VSTIX - VALIC Co I - Stock Index Fund
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MCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Mid Core ETF
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Taylor & Morgan Wealth Management, LLC
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Securian Asset Management, Inc
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STFGX - Advisers Investment Trust - State Farm Growth Fund
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McIlrath & Eck, LLC
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Laurel Wealth Advisors LLC
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IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A
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Inspire Trust Co, N.a.
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HHM Wealth Advisors, LLC
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Argent Trust Co
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SPHB - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Beta ETF
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Capital International Inc /ca/
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Onefund, Llc
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Hartford Funds Management Co LLC
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Beacon Capital Management, LLC
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GDLFX - FundVantage Trust - Gotham Defensive Long 500 Fund Institutional Class
|
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Oak Thistle LLC
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RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
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Hsbc Holdings Plc
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Red Tortoise LLC
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Mirabella Financial Services Llp
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Arrow Capital Pty Ltd
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EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
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SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
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Capital Investment Advisors, LLC
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Illinois Municipal Retirement Fund
|
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EHP Funds Inc.
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QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
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SRS Capital Advisors, Inc.
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Berger Financial Group, Inc
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Forum Financial Management, LP
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Ellis Investment Partners, LLC
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Principal Financial Group Inc
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XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
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HELO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF
|
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GARP - iSHARES TRUST - iShares Factors US Growth Style ETF
|
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MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Special Opportunities Fund Standard Class
|
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Freestone Grove Partners LP
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Financial Perspectives, Inc
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Palisade Asset Management, LLC
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LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
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EXI - iSHARES TRUST - iShares Global Industrials ETF
|
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Vermillion Wealth Management, Inc.
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Goldman Sachs Group Inc
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IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF
|
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NewSquare Capital LLC
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Sei Investments Co
|
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State of New Jersey Common Pension Fund D
|
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Ubs Asset Management Americas Inc
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FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
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Rise Advisors, LLC
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Gordian Capital Singapore Pte Ltd
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VAMO - Cambria ETF Trust - Cambria Value and Momentum ETF
|
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Cheviot Value Management, LLC
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MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
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FSA Wealth Management LLC
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Abundance Wealth Counselors
|
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MRP Capital Investments, LLC
|
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Exchange Traded Concepts, Llc
|
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FDLS - Northern Lights Fund Trust IV - Inspire Fidelis Multi Factor ETF
|
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SlateStone Wealth, LLC
|
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|
Chung Wu Investment Group, LLC
|
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|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
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|
SPYG - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Growth ETF
|
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LSVD - ADVISORS' INNER CIRCLE FUND - LSV Disciplined Value ETF
|
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|
DHJJ Financial Advisors, Ltd.
|
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QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
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|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
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|
Geneos Wealth Management Inc.
|
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Healthcare Of Ontario Pension Plan Trust Fund
|
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International Assets Investment Management, Llc
|
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HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
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|
Westend Capital Management LLC
|
|
|
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|
FOVL - iSHARES TRUST - iShares Focused Value Factor ETF
|
|
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|
Chevy Chase Trust Holdings, Inc.
|
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|
|
FCEUX - FRANKLIN FUND ALLOCATOR SERIES - Franklin U.S. Core Equity (IU) Fund Advisor
|
|
|
|
|
|
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
|
|
|
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|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
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ULVM - Victory Portfolios II - VictoryShares USAA MSCI USA Value Momentum ETF
|
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|
Syon Capital Llc
|
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|
Envestnet Portfolio Solutions, Inc.
|
|
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|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
|
|
|
|
|
EQRR - PROSHARES TRUST - ProShares Equities for Rising Rates ETF
|
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|
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|
|
GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class
|
|
|
|
|
|
Numerai GP LLC
|
|
|
|
|
|
Tredje AP-fonden
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
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|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
Camden Capital, LLC
|
|
|
|
|
|
VCGAX - VALIC Co I - Growth & Income Fund
|
|
|
|
|
|
Winton Capital Group Ltd
|
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|
|
|
Clear Street Markets Llc
|
|
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|
Park National Corp /oh/
|
|
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|
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|
Gotham Asset Management, LLC
|
|
|
|
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|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
|
|
|
|
Zrc Wealth Management, Llc
|
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|
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|
Ccm Investment Advisers Llc
|
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|
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|
|
Slate Path Capital LP
|
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|
LPL Financial LLC
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
Toth Financial Advisory Corp
|
|
|
|
|
|
Graney & King, LLC
|
|
|
|
|
|
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
|
|
|
|
|
|
AMTAX - AB BOND FUND, INC. - AB All Market Real Return Portfolio Class A
|
|
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|
|
|
Colonial Trust Advisors
|
|
|
|
|
|
Foster Group, Inc.
|
|
|
|
|
|
IMCG - iSHARES TRUST - iShares Morningstar Mid-Cap Growth ETF
|
|
|
|
|
|
Factory Mutual Insurance Co
|
|
|
|
|
|
Inlight Wealth Management, LLC
|
|
|
|
|
|
Richard Bernstein Advisors LLC
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
BNY MELLON VARIABLE INVESTMENT FUND - Growth and Income Portfolio - Initial Shares
|
|
|
|
|
|
Wellington Management Group Llp
|
|
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|
|
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
|
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|
|
|
|
FMUAX - FEDERATED INCOME SECURITIES TRUST - Federated Muni and Stock Advantage Fund Class A Shares
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio
|
|
|
|
|
|
VLUE - iSHARES TRUST - iShares Edge MSCI USA Value Factor ETF
|
|
|
|
|
|
QCELX - AQR Funds - AQR Large Cap Multi-Style Fund Class I
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - CTIVP - MFS Value Fund Class 1
|
|
|
|
|
|
Zweig-DiMenna Associates LLC
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
|
|
|
|
Panagora Asset Management Inc
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
Keebeck Alpha, LP
|
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|
|
|
|
Perigon Wealth Management, LLC
|
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|
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|
Sivia Capital Partners, LLC
|
|
|
|
|
|
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
|
|
|
|
|
|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
Guerra Pan Advisors, Llc
|
|
|
|
|
|
Greenfield Savings Bank
|
|
|
|
|
|
ALARX - ALGER INSTITUTIONAL FUNDS - Alger Capital Appreciation Institutional Fund Class I
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
Prosperity Wealth Management, Inc.
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
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|
QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares
|
|
|
|
|
|
Boston Private Wealth Llc
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
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|
DT Investment Partners, LLC
|
|
|
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|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
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|
|
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|
180 Wealth Advisors, Llc
|
|
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|
|
|
AVLV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value ETF
|
|
|
|
|
|
VASVX - VANGUARD WHITEHALL FUNDS - Vanguard Selected Value Fund Investor Shares
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Disciplined Core Fund Class 3
|
|
|
|
|
|
TPOR - Direxion Shares ETF Trust - Direxion Daily Transportation Bull 3X Shares
|
|
|
|
|
|
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF
|
|
|
|
|
|
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF
|
|
|
|
|
|
FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
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|
|
Wahed Invest LLC
|
|
|
|
|
|
Soltis Investment Advisors LLC
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A
|
|
|
|
|
|
SOA Wealth Advisors, LLC.
|
|
|
|
|
|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
Encompass More Asset Management
|
|
|
|
|
|
AVMC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Equity ETF
|
|
|
|
|
|
Black Maple Capital Management LP
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
Thrivent Core Funds - Thrivent Core Mid Cap Value Fund
|
|
|
|
|
|
Shellback Capital, LP
|
|
|
|
|
|
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
Erste Asset Management GmbH
|
|
|
|
|
|
Raiffeisen Bank International AG
|
|
|
|
|
|
Inlet Private Wealth, LLC
|
|
|
|
|
|
AAICX - ALGER FUNDS - Alger AI Enablers & Adopters Fund Class C
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
|
|
|
|
|
Milliman Variable Insurance Trust - Milliman - Capital Group Hedged U.S. Growth Fund Class 3
|
|
|
|
|
|
First Financial Bank - Trust Division
|
|
|
|
|
|
VPCCX - VANGUARD FENWAY FUNDS - Vanguard PRIMECAP Core Fund Investor Shares
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
Scotia Capital Inc.
|
|
|
|
|
|
Principal Street Partners, LLC
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
Twin Capital Management Inc
|
|
|
|
|
|
TCM Advisors, LLC
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
Broadwood Capital Inc
|
|
|
|
|
|
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N
|
|
|
|
|
|
Sculati Wealth Management, LLC
|
|
|
|
|
|
Narwhal Capital Management
|
|
|
|
|
|
Strategic Investment Advisors / MI
|
|
|
|
|
|
Harris Oakmark ETF Trust - Oakmark U.S. Large Cap ETF
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
Corient IA LLC
|
|
|
|
|
|
Rexford Capital Inc
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
AIRL - Themes ETF Trust - Themes Airlines ETF
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
Institutional Investment Strategy Fund
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A)
|
|
|
|
|
|
Patrick M Sweeney & Associates, Inc
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
Barrett & Company, Inc.
|
|
|
|
|
|
FineMark National Bank & Trust
|
|
|
|
|
|
E&G Advisors, LP
|
|
|
|
|
|
Alps Advisors Inc
|
|
|
|
|
|
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
|
|
|
|
|
|
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class
|
|
|
|
|
|
FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund
|
|
|
|
|
|
GHP Investment Advisors, Inc.
|
|
|
|
|
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RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
|
|
|
|
|
BCJ Capital Management, LLC
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 Pure Growth Fund Variable Annuity
|
|
|
|
|
|
HMVAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD MIDCAP VALUE FUND Class A
|
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|
|
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|
AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A
|
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|
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|
Westwood Wealth Management
|
|
|
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|
|
Grove Bank & Trust
|
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|
Carl P. Sherr & Co., LLC
|
|
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|
TD Capital Management LLC
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
PACIFIC SELECT FUND - Hedged Equity Portfolio Class P
|
|
|
|
|
|
Fisher Asset Management, LLC
|
|
|
|
|
|
DTLGX - Wilshire Mutual Funds Inc - Large Company Growth Portfolio Investment Class
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - American Century NVIT Multi Cap Value Fund Class I
|
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|
|
|
|
Rik Saylor Financial, Inc.
|
|
|
|
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|
Harbor Investment Advisory, Llc
|
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|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
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|
FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6
|
|
|
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|
Rialto Wealth Management, LLC
|
|
|
|
|
|
Horizon Funds - HORIZON EXPEDITION PLUS ETF
|
|
|
|
|
|
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
|
|
|
|
|
|
KKM Financial LLC
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
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|
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KBC Group NV
|
|
|
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|
|
PRAXIS FUNDS - Praxis Impact Large Cap Value ETF
|
|
|
|
|
|
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
|
|
|
|
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|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
|
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|
|
|
FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class
|
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|
Versant Capital Management, Inc
|
|
|
|
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|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
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|
IEVAX - Columbia Funds Series Trust II - Columbia Global Equity Value Fund Class A
|
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|
|
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|
Tudor Investment Corp Et Al
|
|
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|
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|
Citizens Financial Group Inc/ri
|
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|
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|
OFAFX - Managed Portfolio Series - Olstein All Cap Value Fund Adviser Class
|
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|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
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Family Legacy Financial Solutions, LLC
|
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USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
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|
Johnson Investment Counsel Inc
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A
|
|
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|
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
|
|
|
|
|
|
VINAX - VANGUARD WORLD FUND - Vanguard Industrials Index Fund Admiral Shares
|
|
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|
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TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
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CMVIX - Blackrock Funds - Blackrock Advantage Large Cap Growth Fund Institutional
|
|
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|
Mizuho Securities Usa Llc
|
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|
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RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A
|
|
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|
GQLVX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Value Equity Portfolio
|
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|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
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|
Hennessy Advisors Inc
|
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|
Phoenix Holdings Ltd.
|
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Principia Wealth Advisory, LLC
|
|
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|
HFGO - Hartford Funds Exchange-Traded Trust - Hartford Large Cap Growth ETF
|
|
|
|
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|
Oppenheimer Asset Management Inc.
|
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|
Convergence Investment Partners, LLC
|
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|
Douglass Winthrop Advisors, LLC
|
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|
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A
|
|
|
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|
Css Llc/il
|
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|
Qube Research & Technologies Ltd
|
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Sentry Investment Management Llc
|
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Capital Management Associates, Inc
|
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Aviva Plc
|
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Savant Capital, LLC
|
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FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund
|
|
|
|
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|
Fortitude Family Office, LLC
|
|
|
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|
Richardson Financial Services Inc.
|
|
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|
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FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
XTX Topco Ltd
|
|
|
|
|
|
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio
|
|
|
|
|
|
FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund
|
|
|
|
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|
EULAV Asset Management
|
|
|
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|
Crews Bank & Trust
|
|
|
|
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|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
|
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|
|
|
Evolution Wealth Management Inc.
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class
|
|
|
|
|
|
Miracle Mile Advisors, LLC
|
|
|
|
|
|
SPECX - ALGER FUNDS II - Alger Spectra Fund Class A
|
|
|
|
|
|
NWAPX - NATIONWIDE MUTUAL FUNDS - Nationwide Mellon Disciplined Value Fund Eagle Class
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
Fiera Capital Corp
|
|
|
|
|
|
First Manhattan Co
|
|
|
|
|
|
Kingstone Capital Partners Texas, LLC
|
|
|
|
|
|
VSEQX - VANGUARD HORIZON FUNDS - Vanguard Strategic Equity Fund Investor Shares
|
|
|
|
|
|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
|
|
|
|
PPADX - GMO TRUST - GMO U.S. Opportunistic Value Fund Class III
|
|
|
|
|
|
Axxcess Wealth Management, Llc
|
|
|
|
|
|
FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class
|
|
|
|
|
|
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1
|
|
|
|
|
|
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
|
|
|
|
|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
|
|
|
|
NorthRock Partners, LLC
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
Great Lakes Advisors, Llc
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
Garden State Investment Advisory Services LLC
|
|
|
|
|
|
Pineridge Advisors LLC
|
|
|
|
|
|
Wesbanco Bank Inc
|
|
|
|
|
|
BTC Capital Management, Inc.
|
|
|
|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
|
|
|
|
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
|
|
|
|
|
MDDAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Diversified Value Fund Class A
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
Glen Eagle Advisors, LLC
|
|
|
|
|
|
Formidable Asset Management, LLC
|
|
|
|
|
|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
|
|
|
|
|
Equitable Holdings, Inc.
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
Mediolanum International Funds Ltd
|
|
|
|
|
|
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares
|
|
|
|
|
|
GVLU - Tidal ETF Trust - Gotham 1000 Value ETF
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Large Cap Equity Fund Class 1
|
|
|
|
|
|
Caldwell Securities, Inc
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
|
Picton Mahoney Asset Management
|
|
|
|
|
|
Mount Lucas Management LP
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
Meeder Asset Management Inc
|
|
|
|
|
|
Calamos Long/Short Equity & Dynamic Income Trust
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
Woodmont Investment Counsel Llc
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
HFLGX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Large Growth Fund Investor Class
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA Opportunity Fund Class C
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
Parcion Private Wealth LLC
|
|
|
|
|
|
DCUAX - DEUTSCHE DWS INVESTMENT TRUST - DWS CROCI U.S. Fund Class A
|
|
|
|
|
|
JETS - ETF Series Solutions - U.S. Global Jets ETF
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
|
|
|
|
|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
Interval Partners, LP
|
|
|
|
|
|
Kmg Fiduciary Partners, Llc
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
Fourth Dimension Wealth, LLC
|
|
|
|
|
|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
|
|
|
|
|
1832 Asset Management L.P.
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
Silverlake Wealth Management Llc
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
MVCAX - MFS SERIES TRUST XI - MFS Mid Cap Value Fund A
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
SilverOak Wealth Management LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
Patient Capital Management, LLC
|
|
|
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
|
|
|
|
|
|
Poinciana Advisors Group, Llc
|
|
|
|
|
|
CMT Capital Markets Trading GmbH
|
|
|
|
|
|
Nicolet Advisory Services, Llc
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
IFM Investors Pty Ltd
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
Bnp Paribas
|
|
|
|
|
|
STRV - EA Series Trust - Strive 500 ETF
|
|
|
|
|
|
Wolff Wiese Magana Llc
|
|
|
|
|
|
FLDFX - Meeder Funds - BALANCED FUND Retail Class
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
River Road Asset Management, LLC
|
|
|
|
|
|
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA Allocation Fund Class C
|
|
|
|
|
|
OAKMX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Fund Investor Class
|
|
|
|
|
|
Ameriflex Group, Inc.
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
Massachusetts Financial Services Co /ma/
|
|
|
|
|
|
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF
|
|
|
|
|
|
Inceptionr Llc
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
Luminist Capital LLC
|
|
|
|
|
|
Global Financial Private Client, LLC
|
|
|
|
|
|
Adviser Investments LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Large Cap Growth Managed Volatility Fund Standard Class
|
|
|
|
|
|
AXMNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Mid Cap Multi-Style Fund Acclivity Mid Cap Multi-Style N Shares
|
|
|
|
|
|
Neville Rodie & Shaw Inc
|
|
|
|
|
|
Profunds - Profund Vp Ultrabull
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
James Alpha Funds Trust - Easterly Snow Long/Short Opportunity Fund Class C
|
|
|
|
|
|
Lederer & Associates Investment Counsel/ca
|
|
|
|
|
|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF
|
|
|
|
|
|
Aspire Private Capital, LLC
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Core Stock Portfolio
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
Forsta Ap-fonden
|
|
|
|
|
|
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV
|
|
|
|
|
|
Retirement Systems of Alabama
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
Focus Financial Network, Inc.
|
|
|
|
|
|
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
Shepherd Financial Partners LLC
|
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
Ping Capital Management, Inc.
|
|
|
|
|
|
SYM FINANCIAL Corp
|
|
|
|
|
|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
WAYFX - Waycross Independent Trust - WAYCROSS FOCUSED EQUITY FUND
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
LEIFX - FEDERATED EQUITY INCOME FUND INC - FEDERATED EQUITY INCOME FUND INC Class A Shares
|
|
|
|
|
|
IOLZX - SCM Trust - ICON EQUITY FUND Institutional Class
|
|
|
|
|
|
Meeder Advisory Services, Inc.
|
|
|
|
|
|
Gitterman Wealth Management, LLC
|
|
|
|
|
|
NEFOX - Natixis Funds Trust II - Natixis Oakmark Fund Class A
|
|
|
|
|
|
N.E.W. Advisory Services LLC
|
|
|
|
|
|
Murphy & Mullick Capital Management Corp
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I
|
|
|
|
|
|
Financial Gravity Companies, Inc.
|
|
|
|
|
|
Bank of Jackson Hole Trust
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
WS Portfolio Advisory, LLC
|
|
|
|
|
|
Montgomery Investment Management Inc
|
|
|
|
|
|
PWV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Large Cap Value ETF
|
|
|
|
|
|
ANWPX - NEW PERSPECTIVE FUND - NEW PERSPECTIVE FUND Class A
|
|
|
|
|
|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
|
|
|
|
SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
|
|
|
|
|
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
|
|
|
|
|
William B. Walkup & Associates, Inc.
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
Independence Bank of Kentucky
|
|
|
|
|
|
GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional
|
|
|
|
|
|
GURU - Global X Funds - Global X Guru Index ETF
|
|
|
|
|
|
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
|
|
|
|
|
|
VMAX - Lattice Strategies Trust - Hartford US Value ETF
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
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Caxton Associates Llp
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American Alpha Advisors, LLC
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QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
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Envestnet Asset Management Inc
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Asset Management One Co., Ltd.
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Prestige Wealth Management Group LLC
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Man Group plc
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SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
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Norden Group Llc
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Eq Wealth Advisors, Llc
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RBF Capital, LLC
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WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
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Financial Advisory Corp /ut/ /adv
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BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
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VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
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PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio -
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SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
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SNPG - DBX ETF TRUST - Xtrackers S&P 500 Growth ESG ETF
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Twin Tree Management, LP
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Norges Bank
|
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Skye Global Management LP
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Bangor Savings Bank
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Van Eck Associates Corp
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GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
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CHTTX - AMG Funds IV - AMG Managers Fairpointe Mid Cap Fund CLASS N SHARES
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GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
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FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund
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Huntington National Bank
|
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BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A
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Ulland Investment Advisors, LLC
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Kiker Wealth Management, LLC
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Moors & Cabot, Inc.
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Deroy & Devereaux Private Investment Counsel Inc
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SVIIX - VIRTUS ASSET TRUST - Virtus Ceredex Large-Cap Value Equity Fund Class A
|
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GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
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Concentric Capital Strategies, LP
|
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RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
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|
Mowery & Schoenfeld Wealth Management, LLC
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NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
|
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Robeco Institutional Asset Management B.V.
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Regal Investment Advisors LLC
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Quarry LP
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Sequoia Financial Advisors, LLC
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Calamos Advisors LLC
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FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
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WLDR - Two Roads Shared Trust - Affinity World Leaders Equity ETF
|
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Prelude Capital Management, Llc
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M&t Bank Corp
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Palumbo Wealth Management LLC
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IHGIX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD DIVIDEND AND GROWTH FUND Class A
|
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PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
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GPS Wealth Strategies Group, LLC
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Quadrant Capital Group Llc
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PrairieView Partners, LLC
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ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
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Prudent Man Advisors, LLC
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United Bank
|
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Essex Financial Services, Inc.
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BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I
|
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Primecap Management Co/ca/
|
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Balyasny Asset Management Llc
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Wolverine Asset Management Llc
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Private Trust Co Na
|
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Royal London Asset Management Ltd
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Dimensional Fund Advisors Lp
|
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Maseco Llp
|
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SJS Investment Consulting Inc.
|
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Capital A Wealth Management, LLC
|
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Quadrature Capital Ltd
|
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Westside Investment Management, Inc.
|
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PISYX - Victory Portfolios IV - Victory Pioneer Intrinsic Value Fund Class Y
|
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NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF
|
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Birmingham Capital Management Co Inc/al
|
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Vanguard Group Inc
|
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|
BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A
|
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|
Caption Management, LLC
|
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|
IMG Wealth Management, Inc.
|
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PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
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|
Profund Advisors Llc
|
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|
VFLO - Victory Portfolios II - VictoryShares Free Cash Flow ETF
|
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|
Resources Investment Advisors, LLC.
|
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|
Catalytic Wealth RIA, LLC
|
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|
Mount Yale Investment Advisors, LLC
|
|
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|
TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R
|
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|
Institute for Wealth Management, LLC.
|
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|
Bokf, Na
|
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|
|
Mid-American Wealth Advisory Group, Inc.
|
|
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|
626 Financial, LLC
|
|
|
|
|
|
Mn Services Vermogensbeheer B.V.
|
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|
Nova Wealth Management, Inc.
|
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|
Voya Global Equity Dividend & Premium Opportunity Fund
|
|
|
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|
|
Jackson Thornton Asset Management, Llc
|
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|
Bessemer Group Inc
|
|
|
|
|
|
SPVM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Value with Momentum ETF
|
|
|
|
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|
APG Asset Management N.V.
|
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|
Brevan Howard Capital Management LP
|
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|
Tower Research Capital LLC (TRC)
|
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|
Mosaic Financial Group, Llc
|
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|
Marshall Wace, Llp
|
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|
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|
|
Capital World Investors
|
|
|
|
|
|
Skopos Labs, Inc.
|
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|
|
|
|
JHDRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 2 Fund Class R6
|
|
|
|
|
|
AVMV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Value ETF
|
|
|
|
|
|
Beta Wealth Group, Inc.
|
|
|
|
|
|
Navalign, LLC
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
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|
Waterloo Capital, L.P.
|
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|
Lsv Asset Management
|
|
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|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
Stance Capital Llc
|
|
|
|
|
|
NBCC - Neuberger Berman ETF Trust - Neuberger Berman Next Generation Connected Consumer ETF
|
|
|
|
|
|
Cowa, Llc
|
|
|
|
|
|
Syntax Research, Inc.
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
Parallax Volatility Advisers, L.P.
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST III - MFS Mid Cap Value Portfolio Initial Class
|
|
|
|
|
|
FBBAX - Advisors' Inner Circle Fund III - First Foundation Total Return Fund Class A
|
|
|
|
|
|
Chesley Taft & Associates LLC
|
|
|
|
|
|
Quest 10 Wealth Builders, Inc.
|
|
|
|
|
|
Bear Mountain Capital, Inc.
|
|
|
|
|
|
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
|
|
|
|
|
Ninety One UK Ltd
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
URTH - iShares, Inc. - iShares MSCI World ETF
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
Bristol John W & Co Inc /ny/
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
Cozad Asset Management Inc
|
|
|
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|
|
Kentucky Retirement Systems
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
Operose Advisors LLC
|
|
|
|
|
|
HBK Sorce Advisory LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
Front Row Advisors LLC
|
|
|
|
|
|
Wealth Effects Llc
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
Atwood & Palmer Inc
|
|
|
|
|
|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Mid Cap Value Portfolio Class A
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB
|
|
|
|
|
|
Capital Group Investment Management Pte. Ltd.
|
|
|
|
|
|
WWLAX - Ultimus Managers Trust - Westwood Quality Value Fund A Class Shares
|
|
|
|
|
|
NAWGX - Voya MUTUAL FUNDS - Voya Global Equity Fund Class A
|
|
|
|
|
|
Gateway Investment Advisers Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Paragon Capital Management Ltd
|
|
|
|
|
|
DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF
|
|
|
|
|
|
Strategic Blueprint, LLC
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
Armstrong Advisory Group, Inc
|
|
|
|
|
|
Garde Capital, Inc.
|
|
|
|
|
|
PHEQ - Morgan Stanley ETF Trust - Parametric Hedged Equity ETF
|
|
|
|
|
|
Capital International Ltd /ca/
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
|
|
|
|
|
Koshinski Asset Management, Inc.
|
|
|
|
|
|
Foundry Partners, LLC
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF
|
|
|
|
|
|
Eisler Capital Management Ltd.
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
Buckingham Strategic Partners
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
DBOAX - BNY Mellon Investment Funds VI - BNY Mellon Balanced Opportunity Fund Class A
|
|
|
|
|
|
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
LSVGX - ADVISORS' INNER CIRCLE FUND - LSV Global Value Fund Institutional Class Shares
|
|
|
|
|
|
Cercano Management LLC
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
Glenview Trust Co
|
|
|
|
|
|
Wood Tarver Financial Group, LLC
|
|
|
|
|
|
Masters Capital Management Llc
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
New Mexico Educational Retirement Board
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
AQGNX - AQR Funds - AQR Global Equity Fund Class N
|
|
|
|
|
|
Dakota Wealth Management
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
Carson Advisory Inc.
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A
|
|
|
|
|
|
Ritter Daniher Financial Advisory LLC / DE
|
|
|
|
|
|
CastleKnight Management LP
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
FBCGX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth K6 Fund
|
|
|
|
|
|
Sanders Capital, LLC
|
|
|
|
|
|
Strengthening Families & Communities, LLC
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class I Shares
|
|
|
|
|
|
Renaissance Technologies Llc
|
|
|
|
|
|
AVLVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value Fund Institutional Class
|
|
|
|
|
|
Managed Account Series - BlackRock GA Dynamic Equity Fund Class K
|
|
|
|
|
|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
|
|
|
|
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
Hosking Partners LLP
|
|
|
|
|
|
Barnes Pettey Financial Advisors, Llc
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
|
|
|
|
|
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
|
|
|
|
|
USAWX - USAA MUTUAL FUNDS TRUST - World Growth Fund Shares
|
|
|
|
|
|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
SWAN Capital LLC
|
|
|
|
|
|
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH
|
|
|
|
|
|
111 Capital
|
|
|
|
|
|
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
Equitable Trust Co
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund
|
|
|
|
|
|
Pinnacle Bancorp, Inc.
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
|
|
|
|
Easterly Investment Partners Llc
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
State of Wyoming
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio
|
|
|
|
|
|
Red Spruce Capital, LLC
|
|
|
|
|
|
LMORX - Advisor Managed Portfolios - Patient Opportunity Trust Class R
|
|
|
|
|
|
Venture Visionary Partners LLC
|
|
|
|
|
|
Boston Partners
|
|
|
|
|
|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
|
|
|
|
|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
|
|
|
|
|
|
Cinctive Capital Management LP
|
|
|
|
|
|
Dark Forest Capital Management Lp
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
Susquehanna Portfolio Strategies, LLC
|
|
|
|
|
|
VMVIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Value Index Fund Investor Shares
|
|
|
|
|
|
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
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|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
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|
Dana Investment Advisors, Inc.
|
|
|
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|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares
|
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|
Candlestick Capital Management LP
|
|
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|
Douglas Lane & Associates, LLC
|
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AAUTX - THRIVENT MUTUAL FUNDS - Thrivent Large Cap Value Fund Class A
|
|
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|
Pacifica Partners Inc.
|
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|
|
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|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
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|
Patton Fund Management, Inc.
|
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Waddell & Associates, Llc
|
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ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
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|
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|
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
|
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FSBDX - FIDELITY SECURITIES FUND - Fidelity Series Blue Chip Growth Fund
|
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|
AustralianSuper Pty Ltd
|
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Quadrant Private Wealth Management, LLC
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Investors Research Corp
|
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PWS - Pacer Funds Trust - Pacer WealthShield ETF
|
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Aware Super Pty Ltd as trustee of Aware Super
|
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Jane Street Group, Llc
|
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CIBC Private Wealth Group, LLC
|
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Mason & Associates Inc
|
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PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3
|
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|
Summit X, LLC
|
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Amundi
|
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NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
|
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Norinchukin Bank, The
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DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
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Tri-continental Corp
|
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Nicholas Hoffman & Company, LLC.
|
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Woodline Partners LP
|
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JNL SERIES TRUST - JNL/JPMorgan Hedged Equity Fund (A)
|
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ALGRX - ALGER INSTITUTIONAL FUNDS - Alger Focus Equity Fund Class I
|
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Hourglass Capital, Llc
|
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LGT Financial Advisors LLC
|
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Alliancebernstein L.p.
|
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VHCOX - VANGUARD HORIZON FUNDS - Vanguard Capital Opportunity Fund Investor Shares
|
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DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
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Nisa Investment Advisors, Llc
|
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Lido Advisors, LLC
|
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INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
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Steamboat Capital Partners, LLC
|
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Game Plan Financial Advisors, LLC
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Park Square Financial Group, LLC
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Groupama Asset Managment
|
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PTL - Northern Lights Fund Trust IV - Inspire 500 ETF
|
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Ceredex Value Advisors LLC
|
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Centaurus Financial, Inc.
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Advisory Services Network, LLC
|
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Metis Global Partners, LLC
|
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RESGX - GLENMEDE FUND INC - Responsible ESG U.S. Equity Portfolio
|
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SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
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Legacy Financial Advisors, Inc.
|
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Parkside Financial Bank & Trust
|
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GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
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|
Pandora Wealth, Inc.
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DAVENPORT & Co LLC
|
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Islay Capital Management, Llc
|
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Walleye Capital LLC
|
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Cahaba Wealth Management, Inc.
|
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OAKBX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Equity and Income Fund Investor Class
|
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|
Arkadios Wealth Advisors
|
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BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund
|
|
|
|
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|
Schear Investment Advisers, LLC
|
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GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A
|
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|
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|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
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BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional
|
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|
SCS Capital Management LLC
|
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USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A
|
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Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a)
|
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|
Evergreen Private Wealth LLC
|
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|
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A
|
|
|
|
|
|
Group One Trading, L.p.
|
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|
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|
BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K
|
|
|
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|
Wealth Preservation Advisors, LLC
|
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Mariner, LLC
|
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|
California State Teachers Retirement System
|
|
|
|
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TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
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|
Lombard Odier Asset Management (USA) Corp
|
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|
Thompson Investment Management, Inc.
|
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|
Beacon Pointe Advisors, LLC
|
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|
Global Wealth Management Investment Advisory, Inc.
|
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|
Bogart Wealth, LLC
|
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|
|
|
|
DUSL - Direxion Shares ETF Trust - Direxion Daily Industrials Bull 3X Shares
|
|
|
|
|
|
Clarius Group, LLC
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
OOTO - Direxion Shares ETF Trust - Direxion Daily Travel & Vacation Bull 2X Shares
|
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|
Northwestern Mutual Investment Management Company, Llc
|
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|
ROSS\JOHNSON & Associates LLC
|
|
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|
|
Ronald Blue Trust, Inc.
|
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|
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|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Social Awareness Fund Standard Class
|
|
|
|
|
|
REAP Financial Group, LLC
|
|
|
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|
Plante Moran Financial Advisors, LLC
|
|
|
|
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|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
|
|
|
|
|
Ransom Advisory, Ltd
|
|
|
|
|
|
MBOVX - M FUND INC - M Large Cap Value Fund
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND III - Growth Opportunities Portfolio Initial Class
|
|
|
|
|
|
Hyperion Capital Advisors LP
|
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|
|
|
|
USS Investment Management Ltd
|
|
|
|
|
|
Glenmede Investment Management, LP
|
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|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
First Heartland Consultants, Inc.
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
Proffitt & Goodson Inc
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
Quantbot Technologies LP
|
|
|
|
|
|
Strategic Investment Solutions, Inc. /IL
|
|
|
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
|
|
|
|
|
Capital Advisory Group Advisory Services, LLC
|
|
|
|
|
|
Resona Asset Management Co.,Ltd.
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl Multi-manager Mid Cap Fund (a)
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
|
|
|
|
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
Future Financial Wealth Managment LLC
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
Fred Alger Management, Llc
|
|
|
|
|
|
Tradition Wealth Management, LLC
|
|
|
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
Second Half Financial Partners, LLC
|
|
|
|
|
|
PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
Missouri Trust & Investment Co
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
|
|
|
|
|
Symmetry Investments LP
|
|
|
|
|
|
FUNL - Advisor Managed Portfolios - CornerCap Fundametrics Large-Cap ETF
|
|
|
|
|
|
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A
|
|
|
|
|
|
Lifeworks Advisors, LLC
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund
|
|
|
|
|
|
SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
MAGA - ETF Series Solutions - Point Bridge GOP Stock Tracker ETF
|
|
|
|
|
|
SPVU - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Enhanced Value ETF
|
|
|
|
|
|
Capital Fund Management S.a.
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
DEUTSCHE DWS VARIABLE SERIES II - DWS CROCI U.S. VIP Class A
|
|
|
|
|
|
Friedenthal Financial
|
|
|
|
|
|
MidWestOne Financial Group, Inc.
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
|
|
|
|
|
FSRFX - FIDELITY SELECT PORTFOLIOS - Transportation Portfolio
|
|
|
|
|
|
HLAL - Listed Funds Trust - Wahed FTSE USA Shariah ETF
|
|
|
|
|
|
Traub Capital Management LLC
|
|
|
|
|
|
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A
|
|
|
|
|
|
RSGGX - VICTORY PORTFOLIOS - Victory RS Global Fund Class A
|
|
|
|
|
|
FFEIX - NUVEEN INVESTMENT FUNDS INC - Nuveen Dividend Value Fund Class A
|
|
|
|
|
|
Mufg Securities Americas Inc.
|
|
|
|
|
|
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A
|
|
|
|
|
|
Jain Global LLC
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
Corton Capital Inc.
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
|
|
|
Crux Wealth Advisors
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
MVEIX - Monteagle Funds - Monteagle Select Value Fund Institutional Class
|
|
|
|
|
|
Dynamic Financial Group
|
|
|
|
|
|
Gables Capital Management Inc.
|
|
|
|
|
|
JDESX - JPMorgan Trust I - JPMorgan U.S. Research Enhanced Equity Fund Class I
|
|
|
|
|
|
Sage Mountain Advisors LLC
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
Pure Financial Advisors, Inc.
|
|
|
|
|
|
Elo Mutual Pension Insurance Co
|
|
|
|
|
|
Paradigm Asset Management Co Llc
|
|
|
|
|
|
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund
|
|
|
|
|
|
DecisionPoint Financial, LLC
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
|
PMV Capital Advisers, LLC
|
|
|
|
|
|
MXXIX - Marsico Investment Fund - Marsico 21st Century Fund
|
|
|
|
|
|
RD Lewis Holdings, Inc.
|
|
|
|
|
|
ASR Vermogensbeheer N.V.
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
Aristides Capital LLC
|
|
|
|
|
|
Moody National Bank Trust Division
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
|
|
|
|
VSRDX - VALIC Co I - U.S. Socially Responsible Fund
|
|
|
|
|
|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Level Four Advisory Services, Llc
|
|
|
|
|
|
ALTL - Pacer Funds Trust - Pacer Lunt Large Cap Alternator ETF
|
|
|
|
|
|
Hbk Investments L P
|
|
|
|
|
|
Siemens Fonds Invest GmbH
|
|
|
|
|
|
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
|
|
|
|
|
|
PPI - Investment Managers Series Trust II - AXS Astoria Inflation Sensitive ETF
|
|
|
|
|
|
HAPY - Harbor ETF Trust - Harbor Corporate Culture Leaders ETF
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class
|
|
|
|
|
|
Main Street Group, LTD
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
FTXR - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Nasdaq Transportation ETF
|
|
|
|
|
|
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
CAPROCK Group, Inc.
|
|
|
|
|
|
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
|
|
|
|
|
Hazlett, Burt & Watson, Inc.
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
Credential Qtrade Securities Inc.
|
|
|
|
|
|
Invst, LLC
|
|
|
|
|
|
Riggs Asset Managment Co. Inc.
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
|
Mpwm Advisory Solutions, Llc
|
|
|
|
|
|
Oakworth Capital, Inc.
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Levin Large Cap Value VP Service
|
|
|
|
|
|
American Financial Advisors, LLC
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
Agp Franklin, Llc
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
DNLDX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Active MidCap Fund Class A
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
Ingalls & Snyder Llc
|
|
|
|
|
|
BlueCrest Capital Management Ltd
|
|
|
|
|
|
SPRAX - Prudential Investment Portfolios, Inc. 10 - Pgim Qma Mid-cap Value Fund Class A
|
|
|
|
|
|
Glass Jacobson Investment Advisors llc
|
|
|
|
|
|
Beaird Harris Wealth Management, LLC
|
|
|
|
|
|
Vontobel Holding Ltd.
|
|
|
|
|
|
Lee Danner & Bass Inc
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF
|
|
|
|
|
|
Physicians Financial Services, Inc.
|
|
|
|
|
|
Advanced Series Trust - Ast T. Rowe Price Large-cap Growth Portfolio
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
Cedar Mountain Advisors, LLC
|
|
|
|
|
|
Monetary Management Group Inc
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
|
|
|
|
|
Nbt Bank N A /ny
|
|
|
|
|
|
Center for Financial Planning, Inc.
|
|
|
|
|
|
Heritage Wealth Advisors
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
VWNFX - VANGUARD WINDSOR FUNDS - Vanguard Windsor II Fund Investor Shares
|
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|
Nordea Investment Management Ab
|
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|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
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|
POGRX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Growth Fund
|
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|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
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|
Empower Advisory Group, LLC
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PBQAX - PRUDENTIAL JENNISON BLEND FUND, INC. - PGIM Jennison Blend Fund Class A
|
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Ridgewood Investments LLC
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JIDVX - JANUS INVESTMENT FUND - Janus Henderson U.S. Dividend Income Fund Class I
|
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NewEdge Wealth, LLC
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ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
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|
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio
|
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DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF
|
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|
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
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|
New Age Alpha Variable Funds Trust - NAA LARGE CORE SERIES
|
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|
Brown Advisory Inc
|
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JNL SERIES TRUST - JNL/Mellon Equity Income Fund (A)
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Johnson Financial Group, Inc.
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LongView Wealth Management
|
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Qrg Capital Management, Inc.
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HLQVX - JPMORGAN TRUST II - JPMorgan Large Cap Value Fund Class I
|
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THRIVENT SERIES FUND INC - Thrivent Large Cap Value Portfolio Class A
|
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New York State Common Retirement Fund
|
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Summit Financial, LLC
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Nvwm, Llc
|
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Los Angeles Capital Management Llc
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GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
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Penserra Capital Management LLC
|
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waypoint wealth counsel
|
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SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
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Capital Markets Trading UK LLP
|
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LQAI - Exchange Listed Funds Trust - LG QRAFT AI-Powered U.S. Large Cap Core ETF
|
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Macquarie Group Ltd
|
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FLSPX - Meeder Funds - SPECTRUM FUND Retail Class
|
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Bank of New York Mellon Corp
|
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Slocum, Gordon & Co LLP
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Total Clarity Wealth Management, Inc.
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PJFV - PGIM ETF TRUST - PGIM Jennison Focused Value ETF
|
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GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
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Bond & Devick Financial Network, Inc.
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GFG Capital, LLC
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Congress Wealth Management LLC / DE /
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DLCEX - VALUED ADVISERS TRUST - Dana Large Cap Equity Fund Investor Class Shares
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IFP Advisors, Inc
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Supplemental Annuity Collective Trust of NJ
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LMR Partners LLP
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CRUZ - ETF Series Solutions - Defiance Hotel, Airline, and Cruise ETF
|
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CADVX - CALAMOS INVESTMENT TRUST/IL - Calamos Dividend Growth Fund Class A
|
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VCULX - VALIC Co I - Growth Fund
|
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NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
|
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Central Pacific Bank - Trust Division
|
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Cookson Peirce & Co Inc
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CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
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Guggenheim Strategic Opportunities Fund
|
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Capital International Sarl
|
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Anderson Hoagland & Co
|
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VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
|
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Limestone Investment Advisors LP
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Mbb Public Markets I Llc
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IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
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Wellington Shields & Co., LLC
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Cape Investment Advisory, Inc.
|
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Pinnacle Wealth Planning Services, Inc.
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VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
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Korea Investment CORP
|
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MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
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MSS Series Trust - One Rock Fund
|
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LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF
|
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|
Madison Wealth Partners, Inc
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Volterra Technologies LP
|
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Advisory Alpha, LLC
|
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RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
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Profunds - Profund Vp Industrials
|
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Jaffetilchin Investment Partners, LLC
|
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Atlantic Trust, LLC
|
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TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
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|
Calamos Strategic Total Return Fund
|
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|
Schonfeld Strategic Advisors LLC
|
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|
Perpetual Ltd
|
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McHugh Group, LLC
|
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SFYF - Tidal ETF Trust - SoFi 50 ETF
|
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BKDV - BNY Mellon ETF Trust II - BNY Mellon Dynamic Value ETF
|
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Highland Capital Management, Llc
|
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BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
|
|
|
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|
Thrivent Financial For Lutherans
|
|
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|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
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|
Bartlett & Co. Wealth Management Llc
|
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|
FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A
|
|
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|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
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|
FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
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OALVX - Optimum Fund Trust - Optimum Large Cap Value Fund Class A
|
|
|
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|
|
OPTZ - Advisor Managed Portfolios - Optimize Strategy Index ETF
|
|
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|
|
WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares
|
|
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|
|
|
COWZ - Pacer Funds Trust - Pacer US Cash Cows 100 ETF
|
|
|
|
|
|
USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund
|
|
|
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|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
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|
|
Optas, LLC
|
|
|
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|
Rockefeller Capital Management L.P.
|
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|
|
PENN SERIES FUNDS INC - Index 500 Fund
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Transportation Fund Variable Annuity
|
|
|
|
|
|
Lakeshore Financial Planning, Inc.
|
|
|
|
|
|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
|
|
|
Stonebridge Capital Advisors LLC
|
|
|
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|
|
CENTRAL TRUST Co
|
|
|
|
|
|
Evoke Wealth, Llc
|
|
|
|
|
|
JDVRX - PRUDENTIAL INVESTMENT PORTFOLIOS 7 - PGIM JENNISON VALUE FUND Class R
|
|
|
|
|
|
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class
|
|
|
|
|
|
FMDE - FIDELITY COVINGTON TRUST - Fidelity Enhanced Mid Cap ETF
|
|
|
|
|
|
Dfa Investment Trust Co - The U.s. Large Cap Value Series
|
|
|
|
|
|
Ag2r La Mondiale Gestion D'actifs
|
|
|
|
|
|
Point72 (DIFC) Ltd
|
|
|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
Sierra Ocean, Llc
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
RYPIX - RYDEX SERIES FUNDS - Transportation Fund Investor Class
|
|
|
|
|
|
Y.D. More Investments Ltd
|
|
|
|
|
|
IYT - iSHARES TRUST - iShares Transportation Average ETF
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
Schechter Investment Advisors, LLC
|
|
|
|
|
|
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
|
|
|
|
|
ALVOX - ALGER PORTFOLIOS - Alger Capital Appreciation Portfolio Class S
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
Cetera Trust Company, N.A
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund
|
|
|
|
|
|
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
Cigna Investments Inc /new
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
Mount Vernon Associates Inc /md/
|
|
|
|
|
|
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares
|
|
|
|
|
|
HGOAX - HARTFORD MUTUAL FUNDS II INC - THE HARTFORD GROWTH OPPORTUNITIES FUND Class A
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF
|
|
|
|
|
|
Coastwise Capital Group, LLC
|
|
|
|
|
|
GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class
|
|
|
|
|
|
DB Fitzpatrick & Co, Inc
|
|
|
|
|
|
Kozak & Associates, Inc.
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
|
|
HAP Trading, LLC
|
|
|
|
|
|
BlackRock Capital Allocation Trust
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF
|
|
|
|
|
|
SILVER OAK SECURITIES, Inc
|
|
|
|
|
|
Mainstay Capital Management Llc /adv
|
|
|
|
|
|
Stone House Investment Management, LLC
|
|
|
|
|
|
GVIP - Goldman Sachs ETF Trust - Goldman Sachs Hedge Industry VIP ETF
|
|
|
|
|
|
JHTRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 3 Fund Class R6
|
|
|
|
|
|
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
|
|
|
|
|
Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a)
|
|
|
|
|
|
NBCR - Neuberger Berman ETF Trust - Neuberger Berman Core Equity ETF
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Growth-Income Fund Class 1
|
|
|
|
|
|
SEIV - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Value Factor ETF
|
|
|
|
|
|
CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
|
|
|
|
|
Oxinas Partners Wealth Management LLC
|
|
|
|
|
|
BlackRock Strategic Global Bond Fund, Inc. - BlackRock Strategic Global Bond Fund, Inc. Investor A
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio
|
|
|
|
|
|
Painted Porch Advisors LLC
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
CAMX - ADVISORS' INNER CIRCLE FUND - Cambiar Aggressive Value ETF
|
|
|
|
|
|
Clearfield Capital Management Lp
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
|
|
|
|
|
ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A
|
|
|
|
|
|
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
C M Bidwell & Associates Ltd
|
|
|
|
|
|
Intact Investment Management Inc.
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Franklin Templeton Global Equity Managed Volatility Fund Standard Class
|
|
|
|
|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Growth
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
Motco
|
|
|
|
|
|
Howard Hughes Medical Institute
|
|
|
|
|
|
Rehmann Capital Advisory Group
|
|
|
|
|
|
IMC-Chicago, LLC
|
|
|
|
|
|
Bleakley Financial Group, LLC
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
AMCPX - AMCAP FUND - AMCAP FUND Class A
|
|
|
|
|
|
Wealth Quarterback LLC
|
|
|
|
|
|
CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF
|
|
|
|
|
|
IPMIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus MidCap Portfolio Class I
|
|
|
|
|
|
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares
|
|
|
|
|
|
MML Series Investment Fund II - MML Equity Fund Initial Class
|
|
|
|
|
|
Point72 Asset Management, L.P.
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
Blume Capital Management, Inc.
|
|
|
|
|
|
Olistico Wealth, LLC
|
|
|
|
|
|
LSVVX - ADVISORS' INNER CIRCLE FUND - LSV CONSERVATIVE VALUE EQUITY FUND Institutional Class Shares
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
|
|
|
|
|
|
Lansdowne Partners (uk) Llp
|
|
|
|
|
|
IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
|
|
Consultiva Wealth Management, Corp.
|
|
|
|
|
|
GILIX - New Age Alpha Funds Trust - NAA LARGE CORE FUND Institutional Class
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
New England Research & Management, Inc.
|
|
|
|
|
|
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I
|
|
|
|
|
|
Atlas Capital Advisors Llc
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
|
|
|
|
Kimelman & Baird, LLC
|
|
|
|
|
|
CWC Advisors, LLC.
|
|
|
|
|
|
Quinn Opportunity Partners LLC
|
|
|
|
|
|
DALVX - Dunham Funds - Dunham Large Cap Value Fund Class A
|
|
|
|
|
|
Cibc World Markets Corp
|
|
|
|
|
|
PZVMX - ADVISORS SERIES TRUST - Pzena Mid Cap Value Fund Investor Class
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
Stephens Inc /ar/
|
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SZNE - Pacer Funds Trust - Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF
|
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|
NORTHERN LIGHTS FUND TRUST II - PeakShares Sector Rotation ETF
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1
|
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|
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A
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Umb Bank N A/mo
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CNB Bank
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JAGIX - JANUS INVESTMENT FUND - Janus Henderson Growth and Income Fund Class T
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MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
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MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class
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Raleigh Capital Management Inc.
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Banque Cantonale Vaudoise
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SHP ETF Trust - NEOS S&P 500(R) High Income ETF
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DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
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Patten & Patten Inc/tn
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THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
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NEOS Investment Management LLC
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Deutsche Bank Ag\
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JNBA Financial Advisors
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EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
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Marex Group plc
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DSHFX - Brinker Capital Destinations Trust - Destinations Shelter Fund Class I
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Geode Capital Management, Llc
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Texas Permanent School Fund
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Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
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High Note Wealth, LLC
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GMUEX - GMO TRUST - GMO U.S. Equity Fund Class III
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ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
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HAPI - Harbor ETF Trust - Harbor Corporate Culture ETF
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ICONIQ Capital, LLC
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Gulf International Bank (UK) Ltd
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REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF
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Core Alternative Capital
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Private Wealth Management Group, LLC
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PZFVX - JOHN HANCOCK CAPITAL SERIES - Classic Value Fund Class A
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Farringdon Capital, Ltd.
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Generate Investment Management Ltd
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Insigneo Advisory Services, Llc
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Azimuth Capital Investment Management LLC
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XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
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STXV - EA Series Trust - Strive 1000 Value ETF
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ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A
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KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
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Ritholtz Wealth Management
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CAPAX - FEDERATED INCOME SECURITIES TRUST - Federated Capital Income Fund Class A Shares
|
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SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
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Napatree Capital Llc
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Bank Of Hawaii
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HB Wealth Management, LLC
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IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
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Oregon Public Employees Retirement Fund
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DVLU - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Value ETF
|
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Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
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Northwest Capital Management Inc
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Penobscot Investment Management Company, Inc.
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Inscription Capital, LLC
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Smith Anglin Financial, LLC
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Sagespring Wealth Partners, Llc
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Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Core Equity Fund
|
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Nomura Holdings Inc
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Emerald Advisers, Llc
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BI Asset Management Fondsmaeglerselskab A/S
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Adirondack Trust Co
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Auxier Asset Management
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ALIBX - FINANCIAL INVESTORS TRUST - ALPS | Smith Balanced Opportunity Fund Investor Class
|
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Wellington Shields Capital Management, LLC
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EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
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BRYN MAWR TRUST Co
|
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DURPX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. High Relative Profitability Portfolio Institutional Class
|
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Ameriprise Financial Inc
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Orion Capital Management LLC
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CVTRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth & Income Fund Class A
|
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Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund
|
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FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
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BFOR - ALPS ETF Trust - Barron's 400 ETF
|
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Partners Wealth Management, Llc
|
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VVMCX - VALIC Co I - Mid Cap Value Fund
|
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Conscious Wealth Investments, Llc
|
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AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
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Tsfg, 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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Bryce Point Capital, LLC
|
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NMIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Enhanced Core Fund Class A
|
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Nwam Llc
|
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Newport Trust Co
|
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|
Koesten, Hirschmann & Crabtree, INC.
|
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|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
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|
Dunhill Financial, LLC
|
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DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A
|
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|
QUVU - Hartford Funds Exchange-Traded Trust - Hartford Quality Value ETF
|
|
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|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
|
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|
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund
|
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|
WWMCX - Ultimus Managers Trust - WESTWOOD QUALITY MIDCAP FUND INSTITUTIONAL SHARES
|
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WELLS FARGO MASTER TRUST - Wells Fargo Large Company Value Portfolio Large Company Value Portfolio
|
|
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|
XLI - SELECT SECTOR SPDR TRUST - The Industrial Select Sector SPDR Fund
|
|
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|
MAI Capital Management
|
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|
Transce3nd, LLC
|
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|
Public Sector Pension Investment Board
|
|
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|
Crowley Wealth Management, Inc.
|
|
|
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|
|
IMA Wealth, Inc.
|
|
|
|
|
|
FIUSX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Opportunity Fund Class A
|
|
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|
|
|
Financial Network Wealth Advisors LLC
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
|
|
|
|
|
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF
|
|
|
|
|
|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Managed Floor ETF
|
|
|
|
|
|
Valley National Advisers Inc
|
|
|
|
|
|
Covalis Capital Llp
|
|
|
|
|
|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
Sienna Gestion
|
|
|
|
|
|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
|
|
|
|
Eqis Capital Management, Inc.
|
|
|
|
|
|
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
|
|
|
|
|
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
|
|
|
|
|
|
Rakuten Securities, Inc.
|
|
|
|
|
|
JPGSX - JPMorgan Trust I - JPMorgan Intrepid Growth Fund Class I
|
|
|
|
|
|
LEQAX - LoCorr Investment Trust - LoCorr Dynamic Equity Fund Class A
|
|
|
|
|
|
Armis Advisers, LLC
|
|
|
|
|
|
JTC Employer Solutions Trusteee Ltd
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
CAMWX - Advisors' Inner Circle Fund - Cambiar Opportunity Fund Institutional Class Shares
|
|
|
|
|
|
MetLife Investment Management, LLC
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
|
|
|
Swedbank AB
|
|
|
|
|
|
USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF
|
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
Jump Financial, LLC
|
|
|
|
|
|
Hara Capital LLC
|
|
|
|
|
|
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF
|
|
|
|
|
|
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6
|
|
|
|
|
|
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a)
|
|
|
|
|
|
Savvy Advisors, Inc.
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Industrials Sector Fund (A)
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
Capstone Investment Advisors, Llc
|
|
|
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
|
|
|
Westpac Banking Corp
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
|
|
|
RWC Asset Management LLP
|
|
|
|
|
|
LSVEX - ADVISORS' INNER CIRCLE FUND - LSV VALUE EQUITY FUND Institutional Class Shares
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund
|
|
|
|
|
|
BLPIX - Profunds - Bull Profund Investor Class
|
|
|
|
|
|
Vermillion & White Wealth Management Group, LLC
|
|
|
|
|
|
Caas Capital Management Lp
|
|
|
|
|
|
Kapstone Financial Advisors LLC
|
|
|
|
|
|
HCMNX - NORTHERN LIGHTS FUND TRUST III - HCM Dividend Sector Plus Fund Class A Shares
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
Rock Point Advisors, LLC
|
|
|
|
|
|
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
|
|
|
|
|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
|
|
|
|
Addison Advisors LLC
|
|
|
|
|
|
Virginia Retirement Systems Et Al
|
|
|
|
|
|
AllSquare Wealth Management LLC
|
|
|
|
|
|
Payden & Rygel
|
|
|
|
|
|
Harwood Advisory Group, LLC
|
|
|
|
|
|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
|
|
|
|
|
Arrowstreet Capital, Limited Partnership
|
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
|
|
|
|
|
Arcadia Investment Management Corp/mi
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV
|
|
|
|
|
|
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF
|
|
|
|
|
|
Arete Wealth Advisors, LLC
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Capital Growth Portfolio
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
Main Street Research LLC
|
|
|
|
|
|
Hollencrest Capital Management
|
|
|
|
|
|
HC Advisors, LLC
|
|
|
|
|
|
Iron Horse Wealth Management, LLC
|
|
|
|
|
|
AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A
|
|
|
|
|
|
Jnl Series Trust - Jnl/s&p 4 Fund (a)
|
|
|
|
|
|
Jackson Hole Capital Partners, LLC
|
|
|
|
|
|
STXG - EA Series Trust - Strive 1000 Growth ETF
|
|
|
|
|
|
Financial Avengers, Inc.
|
|
|
|
|
|
Circle Wealth Management, LLC
|
|
|
|
|
|
Bahl & Gaynor Inc
|
|
|
|
|
|
Fieldview Capital Management, LLC
|
|
|
|
|
|
Bayforest Capital Ltd
|
|
|
|
|
|
Berbice Capital Management LLC
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
|
|
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
|
|
|
|
|
|
OV Management LLC
|
|
|
|
|
|
OMNI 360 Wealth, Inc.
|
|
|
|
|
|
USRAX - Horizon Funds - Horizon Defensive Multi-Factor Fund Investor Class
|
|
|
|
|
|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
|
|
|
|
Evolution Advisers, Inc.
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2
|
|
|
|
|
|
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I
|
|
|
|
|
|
PCGRX - Victory Portfolios IV - Victory Pioneer Mid Cap Value Fund Class A
|
|
|
|
|
|
Foundations Investment Advisors, LLC
|
|
|
|
|
|
UVALX - USAA MUTUAL FUNDS TRUST - Value Fund Shares
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
|
|
|
|
|
|
FCFY - FIRST TRUST EXCHANGE-TRADED FUND - First Trust S&P 500 Diversified Free Cash Flow ETF
|
|
|
|
|
|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
|
|
|
|
|
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
|
|
|
|
|
Wealth Dimensions Group, Ltd.
|
|
|
|
|
|
FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
|
|
|
|
|
|
Great West Life Assurance Co /can/
|
|
|
|
|
|
RFG Advisory, LLC
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
GIMFX - GMO TRUST - GMO Implementation Fund
|
|
|
|
|
|
Pitcairn Co
|
|
|
|
|
|
NEFSX - Natixis Funds Trust I - Natixis U.S. Equity Opportunities Fund Class A
|
|
|
|
|
|
Private Advisory Group LLC
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
StoneX Group Inc.
|
|
|
|
|
|
Prudential Plc
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
DnB Asset Management AS
|
|
|
|
|
|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
Paladin Advisory Group, LLC
|
|
|
|
|
|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
TMCVX - THRIVENT MUTUAL FUNDS - Thrivent Mid Cap Value Fund Class S
|
|
|
|
|
|
Pacific Global Investment Management Co
|
|
|
|
|
|
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares
|
|
|
|
|
|
Polymer Capital Management (HK) LTD
|
|
|
|
|
|
HAMVX - HARBOR FUNDS - Harbor Mid Cap Value Fund Institutional Class
|
|
|
|
|
|
SYMIX - MUTUAL FUND SERIES TRUST - AlphaCentric Symmetry Strategy Fund Class I
|
|
|
|
|
|
HIBL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) High Beta Bull 3X Shares
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
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New Millennium Group LLC
|
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Legal & General Group Plc
|
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BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
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|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
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|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
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|
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund
|
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|
|
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
|
|
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|
RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF
|
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|
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Worldquant Millennium Advisors Llc
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NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
|
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|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
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Boothbay Fund Management, Llc
|
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Cahill Financial Advisors Inc
|
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RPG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Pure Growth ETF
|
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|
CALAMOS ADVISORS TRUST/IL - Calamos Growth & Income Portfolio
|
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Mirae Asset Securities (usa) Inc.
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Allianz Se
|
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PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
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JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
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Rossby Financial, LCC
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GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
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Price T Rowe Associates Inc /md/
|
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VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
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Icon Advisers Inc/co
|
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PEJ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Leisure and Entertainment ETF
|
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Richwood Investment Advisors, LLC
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Coastal Investment Advisors, Inc.
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Mitsubishi UFJ Trust & Banking Corp
|
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VOOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Growth Index Fund ETF Shares
|
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Gmt Capital Corp
|
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VVJEX - Voya EQUITY TRUST - Voya VACS Series MCV Fund
|
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|
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|
Mutual Of America Capital Management Llc
|
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|
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EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
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|
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio
|
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MTUM - iSHARES TRUST - iShares Edge MSCI USA Momentum Factor ETF
|
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NWFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Fund Class A
|
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VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio
|
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Centricity Wealth Management, LLC
|
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|
Investment Research & Advisory Group, Inc.
|
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|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
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CSMEX - CARILLON SERIES TRUST - Carillon Scout Mid Cap Fund Class A
|
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VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
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|
ABCS - EA Series Trust - ALPHA BLUE CAPITAL US SMALL-MID CAP DYNAMIC ETF
|
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Diversify Advisory Services, LLC
|
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Baird Financial Group, Inc.
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RGLO - Russell Investments Exchange Traded Funds - Global Equity Active ETF
|
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Pictet Asset Management Holding SA
|
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TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
|
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UGOFX - USAA MUTUAL FUNDS TRUST - Global Managed Volatility Fund Institutional Shares
|
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|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
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|
State of Alaska, Department of Revenue
|
|
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|
New Age Alpha Variable Funds Trust - NAA WORLD EQUITY INCOME SERIES
|
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|
Gradient Investments LLC
|
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|
Oppenheimer & Co Inc
|
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|
Transamerica Financial Advisors, Inc.
|
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AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
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USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund
|
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|
Old Point Trust & Financial Services N A
|
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|
OMERS ADMINISTRATION Corp
|
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Bernard Wealth Management Corp.
|
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Harvest Portfolios Group Inc.
|
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SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F
|
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|
IAG Wealth Partners, LLC
|
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Point72 Hong Kong Ltd
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Park Avenue Securities Llc
|
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Caitong International Asset Management Co., Ltd
|
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Cetera Investment Advisers
|
|
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|
SUSA - iSHARES TRUST - iShares MSCI USA ESG Select ETF
|
|
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|
CSM Advisors, LLC
|
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Caisse De Depot Et Placement Du Quebec
|
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|
Brighton Jones Llc
|
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|
Great Waters Wealth Management
|
|
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|
Twin Lakes Capital Management, LLC
|
|
|
|
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|
Integrated Wealth Concepts LLC
|
|
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|
|
|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
|
|
|
|
|
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
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|
|
LGPIX - Profunds - Large-cap Growth Profund Investor Class
|
|
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|
NOSIX - Northern Funds - Northern Stock Index Fund
|
|
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|
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
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|
Ostrum Asset Management
|
|
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|
ExodusPoint Capital Management, LP
|
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|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
Soundwatch Capital LLC
|
|
|
|
|
|
one8zero8, LLC
|
|
|
|
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|
Kwmg, Llc
|
|
|
|
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|
ICBAX - SCM Trust - ICON Natural Resources and Infrastructure Fund Investor Class
|
|
|
|
|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
|
|
|
|
Olstein Capital Management, L.P.
|
|
|
|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
|
|
|
|
Regent Peak Wealth Advisors LLC
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
Total Investment Management Inc
|
|
|
|
|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
Piscataqua Savings Bank
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
MTM Investment Management, LLC
|
|
|
|
|
|
Horizons Wealth Management
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
|
|
|
|
|
Generali Asset Management SPA SGR
|
|
|
|
|
|
CarsonAllaria Wealth Management, Ltd.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Global Equities Portfolio Class 1
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
Gallagher Fiduciary Advisors, LLC
|
|
|
|
|
|
MAADX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Dynamic Value Portfolio Class IS
|
|
|
|
|
|
Whalen Wealth Management Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
|
|
|
|
|
Hartford Financial Management Inc.
|
|
|
|
|
|
South Dakota Investment Council
|
|
|
|
|
|
DELAWARE VIP TRUST - Delaware VIP Growth and Income Series Standard
|
|
|
|
|
|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
Nemes Rush Group LLC
|
|
|
|
|
|
VPMCX - VANGUARD CHESTER FUNDS - Vanguard PRIMECAP Fund Investor Shares
|
|
|
|
|
|
Semmax Financial Advisors Inc.
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
Somerset Trust Co
|
|
|
|
|
|
Eastern Bank
|
|
|
|
|
|
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA LARGE GROWTH SERIES
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
|
|
Applied Finance Capital Management, LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
|
|
|
|
|
|
Register Financial Advisors LLC
|
|
|
|
|
|
LBWAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Diversified US Large Cap Value Fund Class A
|
|
|
|
|
|
Clear Investment Research, Llc
|
|
|
|
|
|
WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF
|
|
|
|
|
|
VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares
|
|
|
|
|
|
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
WQAUX - Ultimus Managers Trust - Westwood Quality AllCap Fund Ultra Shares
|
|
|
|
|
|
Machina Capital S.a.s.
|
|
|
|
|
|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
Czech National Bank
|
|
|
|
|
|
Kaufman Rossin Wealth, LLC
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
|
|
|
|
|
FIL Ltd
|
|
|
|
|
|
Fi3 FINANCIAL ADVISORS, LLC
|
|
|
|
|
|
Ubs Oconnor Llc
|
|
|
|
|
|
PACK Private Wealth, LLC
|
|
|
|
|
|
Profunds - Profund Vp Bull
|
|
|
|
|
|
VALIX - Value Line Capital Appreciation Fund Inc - Value Line Capital Appreciation Fund Inc
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
|
|
|
|
Game Creek Capital, LP
|
|
|
|
|
|
ACAAX - ALGER FUNDS - Alger Capital Appreciation Fund Class A
|
|
|
|
|
|
Citizens National Bank Trust Department
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class
|
|
|
|
|
|
Intrust Bank Na
|
|
|
|
|
|
IDPIX - Profunds - Industrials Ultrasector Profund Investor Class
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
Versor Investments LP
|
|
|
|
|
|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
|
|
|
|
|
Magnolia Capital Advisors Llc
|
|
|
|
|
|
Avestar Capital, LLC
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
B. Metzler seel. Sohn & Co. AG
|
|
|
|
|
|
Daiwa Securities Group Inc.
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
|
|
|
|
|
CBIZ Investment Advisory Services, LLC
|
|
|
|
|
|
FLRAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Large Cap Select Fund Class A
|
|
|
|
|
|
First Eagle Investment Management, LLC
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
|
|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
|
|
|
|
Millstone Evans Group, LLC
|
|
|
|
|
|
WealthCollab, LLC
|
|
|
|
|
|
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Gilliland Jeter Wealth Management LLC
|
|
|
|
|
|
Duquesne Family Office LLC
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
|
|
|
|
|
|
Natixis
|
|
|
|
|
|
Rakuten Investment Management, Inc.
|
|
|
|
|
|
Nuveen Nasdaq 100 Dynamic Overwrite Fund
|
|
|
|
|
|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
|
|
|
|
|
VYMYX - Voya EQUITY TRUST - Voya Mid Cap Research Enhanced Index Fund Class W
|
|
|
|
|
|
Frazier Financial Advisors, LLC
|
|
|
|
|
|
Intech Investment Management Llc
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
Krilogy Financial LLC
|
|
|
|
|
|
Two Sigma Securities, Llc
|
|
|
|
|
|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
|
|
|
|
REDW Wealth LLC
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares
|
|
|
|
|
|
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
|
|
|
|
|
Sigma Planning Corp
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
Greykasell Wealth Strategies, Inc.
|
|
|
|
|
|
ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A
|
|
|
|
|
|
Ninety One SA (PTY) Ltd
|
|
|
|
|
|
Advisor OS, LLC
|
|
|
|
|
|
Sculptor Capital LP
|
|
|
|
|
|
HighMark Wealth Management LLC
|
|
|
|
|
|
West Branch Capital LLC
|
|
|
|
|
|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
|
|
|
|
Lansforsakringar Fondforvaltning AB (publ)
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
Oliver Lagore Vanvalin Investment Group
|
|
|
|
|
|
Rafferty Asset Management, LLC
|
|
|
|
|
|
SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
ITHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD CAPITAL APPRECIATION FUND Class A
|
|
|
|
|
|
City State Bank
|
|
|
|
|
|
Spdr S&p 500 Etf Trust
|
|
|
|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
|
XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Legg Mason BW Large Cap Value Portfolio Class 1
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
SPEDX - ALGER FUNDS II - Alger Dynamic Opportunities Fund Class A
|
|
|
|
|
|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A
|
|
|
|
|
|
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
|
|
|
|
|
Sofos Investments, Inc.
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
FSWCX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Value Index Fund
|
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
Black Cypress Capital Management, LLC
|
|
|
|
|
|
Pinnacle Associates Ltd
|
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
|
Quest Partners LLC
|
|
|
|
|
|
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
|
|
|
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Livforsakringsbolaget Skandia, Omsesidigt
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Bfsg, Llc
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ORG Wealth Partners, LLC
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HighVista Strategies LLC
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TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Enhanced Index VP Initial
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UXI - PROSHARES TRUST - ProShares Ultra Industrials
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Prime Capital Investment Advisors, LLC
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Altshuler Shaham Ltd
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SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
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HFM Investment Advisors, LLC
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Cooper Creek Partners Management Llc
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JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
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Mml Investors Services, Llc
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Horizon Kinetics Asset Management Llc
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XTN - SPDR SERIES TRUST - SPDR(R) S&P(R) Transportation ETF
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SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
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Zacks Investment Management
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Hrt Financial Lp
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Hurley Capital, LLC
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Chicago Partners Investment Group LLC
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VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
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Leuthold Group, Llc
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Capital International Investors
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PEPS - Morgan Stanley ETF Trust - Parametric Equity Plus ETF
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VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
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NSGAX - COLUMBIA FUNDS SERIES TRUST - Columbia Select Large Cap Equity Fund Class A
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GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class
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CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
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Polianta Ltd
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VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class
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ESN - NORTHERN LIGHTS FUND TRUST II - Essential 40 Stock ETF
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Navellier & Associates Inc
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Cyndeo Wealth Partners, LLC
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SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
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Flaharty Asset Management, LLC
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FVAL - FIDELITY COVINGTON TRUST - Fidelity Value Factor ETF
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Guardian Wealth Advisors, Llc / Nc
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DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
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Graham Capital Management, L.P.
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National Asset Management, Inc.
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MCF Advisors LLC
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CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
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Atria Investments Llc
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HIADX - Hartford Series Fund Inc - Hartford Dividend And Growth Hls Fund Ia
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SEUIX - Sei Institutional Managed Trust - Simt Large Cap Value Fund Class I
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Fortis Group Advisors, LLC
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MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
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WealthTrak Capital Management LLC
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Banco Santander, S.A.
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New Age Alpha Advisors, LLC
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DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A
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Prospera Financial Services Inc
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Goodman Advisory Group, LLC
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EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB
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Cohalo Advisory LLC
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Crewe Advisors LLC
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Waverton Investment Management Ltd
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EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
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EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
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PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A
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FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund
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Callan Family Office, LLC
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Tokio Marine Asset Management Co Ltd
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Brookstone Capital Management
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Security National Bank
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Bay Harbor Wealth Management, LLC
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Trifecta Capital Advisors, LLC
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Aquatic Capital Management LLC
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Valued Wealth Advisors LLC
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Full Sail Capital, LLC
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Morgan Stanley
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SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF
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DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class
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Assetmark, Inc
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AQEAX - Columbia Funds Series Trust II - Columbia Disciplined Core Fund Class A
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We Are One Seven, LLC
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TCTC Holdings, LLC
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FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class
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Sig Brokerage, Lp
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REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y
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PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund
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GLOBALT Investments LLC / GA
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Harris Associates L P
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Citigroup Inc
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SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F
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SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
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Wiley Bros.-aintree Capital, Llc
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TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
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JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I
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Great Valley Advisor Group, Inc.
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PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
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SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I
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VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
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FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund
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Cambiar Investors Llc
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Arlington Trust Co LLC
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Signaturefd, Llc
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Quantinno Capital Management LP
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Public Employees Retirement Association Of Colorado
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Charles Schwab Investment Management Inc
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Treasurer of the State of North Carolina
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Pflug Koory, LLC
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IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I
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Sunpointe, LLC
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POSKX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Stock Fund
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FCGBX - TEMPLETON GLOBAL INVESTMENT TRUST - Templeton Global Balanced Fund Class C
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Mackenzie Financial Corp
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BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio
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Wetherby Asset Management Inc
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Wambolt & Associates, LLC
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Econ Financial Services Corp
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Squarepoint Ops LLC
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FIDU - FIDELITY COVINGTON TRUST - Fidelity MSCI Industrials Index ETF
|
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Arista Wealth Management, LLC
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GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
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MAIMX - VICTORY PORTFOLIOS - Victory Integrity Mid-Cap Value Fund Class A
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GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
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Compagnie Lombard Odier SCmA
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Silvercrest Asset Management Group Llc
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RSPN - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Industrials ETF
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SPMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Momentum ETF
|
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Advent Claymore Convertible Securities & Income Fund
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Kera Capital Partners, Inc.
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RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
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FBCG - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Growth ETF
|
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FIRST EAGLE FUNDS - First Eagle U.S. Smid Cap Opportunity Fund Class A
|
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First Command Advisory Services, Inc.
|
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PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares
|
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SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1
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