|
D.a. Davidson & Co.
|
|
|
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Northwestern Mutual Wealth Management Co
|
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|
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|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
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|
|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
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|
Simplex Trading, Llc
|
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CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
|
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|
State of Alaska, Department of Revenue
|
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USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
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|
FXO - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Financials AlphaDEX Fund
|
|
|
|
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|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
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|
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|
Vaughan David Investments Inc/il
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|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
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|
ACVF - ETF Opportunities Trust - American Conservative Values ETF
|
|
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United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
|
|
|
|
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|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
|
|
|
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|
National Asset Management, Inc.
|
|
|
|
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|
McIlrath & Eck, LLC
|
|
|
|
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VSNGX - JPMorgan Trust I - JPMorgan Mid Cap Equity Fund Class I
|
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Red Door Wealth Management, LLC
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Stieven Capital Advisors, L.P.
|
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YANKCOM Partnership
|
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RDIV - Invesco Exchange-Traded Fund Trust II - Invesco S&P Ultra Dividend Revenue ETF
|
|
|
|
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|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
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JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A
|
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DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
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Meiji Yasuda Asset Management Co Ltd.
|
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EverSource Wealth Advisors, LLC
|
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|
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PXWGX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG Beta Quality Fund Investor Class
|
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Plancorp, LLC
|
|
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IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
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Valued Wealth Advisors LLC
|
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GW&K Investment Management, LLC
|
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Arizona State Retirement System
|
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Smartleaf Asset Management LLC
|
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FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund
|
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Investors Research Corp
|
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|
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GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
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PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
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Quadrant Private Wealth Management, LLC
|
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DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
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Kennebec Savings Bank
|
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MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
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Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
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Hughes Financial Services, LLC
|
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Ostrum Asset Management
|
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MNDFX - MANNING & NAPIER FUND, INC. - Disciplined Value Series Class I
|
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SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
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Police & Firemen's Retirement System of New Jersey
|
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NorthCrest Asset Manangement, LLC
|
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QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
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Highland Capital Management, Llc
|
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Sciencast Management LP
|
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Blair William & Co/il
|
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Harvest Fund Management Co., Ltd
|
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XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
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Virtus Investment Advisers, Inc.
|
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Agp Franklin, Llc
|
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Ogorek Anthony Joseph /ny/ /adv
|
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MSCQX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class I
|
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Private Trust Co Na
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PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
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IFP Advisors, Inc
|
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USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
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|
Marshall & Sterling Wealth Advisors Inc.
|
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SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
|
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|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
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|
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|
Sheaff Brock Investment Advisors, LLC
|
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|
UMA Financial Services, Inc.
|
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Barclays Plc
|
|
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|
Oakworth Capital, Inc.
|
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|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
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|
Union Bancaire Privee, UBP SA
|
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|
Security National Bank
|
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|
Keybank National Association/oh
|
|
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|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
|
|
|
|
|
Fidelis Capital Partners, LLC
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
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|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
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|
|
PFG Advisors
|
|
|
|
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|
JFLI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Flexible Income ETF
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
PACIFIC SELECT FUND - Value Advantage Portfolio Class I
|
|
|
|
|
|
Korea Investment CORP
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
|
|
|
|
|
|
WFMDX - WELLS FARGO FUNDS TRUST - Wells Fargo Special Mid Cap Value Fund Administrator Class
|
|
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|
|
|
Woodmont Investment Counsel Llc
|
|
|
|
|
|
Holistic Planning, LLC
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
|
|
FTA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Value AlphaDEX Fund
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
|
Commonwealth Retirement Investments LLC
|
|
|
|
|
|
Dfa Investment Trust Co - The U.s. Large Cap Value Series
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
Eqis Capital Management, Inc.
|
|
|
|
|
|
Victory Variable Insurance Funds II - Victory Pioneer Mid Cap Value VCT Portfolio Class I
|
|
|
|
|
|
Hartford Financial Management Inc.
|
|
|
|
|
|
Illinois Municipal Retirement Fund
|
|
|
|
|
|
Arlington Trust Co LLC
|
|
|
|
|
|
Ossiam
|
|
|
|
|
|
MSTSX - Morningstar Funds Trust - Morningstar Unconstrained Allocation Fund
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
CDL - Victory Portfolios II - VictoryShares US Large Cap High Div Volatility Wtd ETF
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Financiere des Professionnels - Fonds d,investissement inc.
|
|
|
|
|
|
Spears Abacus Advisors LLC
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
Royal London Asset Management Ltd
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard Equity Income Fund (A)
|
|
|
|
|
|
Park Square Financial Group, LLC
|
|
|
|
|
|
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A
|
|
|
|
|
|
Pinnacle Bancorp, Inc.
|
|
|
|
|
|
Kentucky Retirement Systems
|
|
|
|
|
|
UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund
|
|
|
|
|
|
IFG Advisors, LLC
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
|
|
|
|
IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
HQIAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD EQUITY INCOME FUND Class A
|
|
|
|
|
|
Cohen & Steers, Inc.
|
|
|
|
|
|
PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF
|
|
|
|
|
|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
KG&L Capital Management,LLC
|
|
|
|
|
|
PY - Principal Exchange-Traded Funds - Principal Shareholder Yield Index ETF
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
GTTMX - GLENMEDE FUND INC - Quantitative U.S. Total Market Equity Portfolio
|
|
|
|
|
|
SYMIX - MUTUAL FUND SERIES TRUST - AlphaCentric Symmetry Strategy Fund Class I
|
|
|
|
|
|
Checchi Capital Advisers, LLC
|
|
|
|
|
|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
|
|
|
|
|
Crews Bank & Trust
|
|
|
|
|
|
Harwood Advisory Group, LLC
|
|
|
|
|
|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares
|
|
|
|
|
|
Farrow Financial Inc.
|
|
|
|
|
|
Cornercap Investment Counsel Inc
|
|
|
|
|
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
|
|
|
|
|
Virginia Retirement Systems Et Al
|
|
|
|
|
|
Armis Advisers, LLC
|
|
|
|
|
|
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A
|
|
|
|
|
|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
|
|
|
|
Linden Thomas Advisory Services, LLC
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
JVASX - JPMorgan Trust I - JPMorgan Value Advantage Fund Class I
|
|
|
|
|
|
PMARX - Pioneer Series Trust VI - Pioneer Flexible Opportunities Fund : Class A Shares
|
|
|
|
|
|
Wood Tarver Financial Group, LLC
|
|
|
|
|
|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
|
|
|
|
|
Unigestion Holding SA
|
|
|
|
|
|
Renasant Bank
|
|
|
|
|
|
Quest 10 Wealth Builders, Inc.
|
|
|
|
|
|
Glenview Trust Co
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
Black Maple Capital Management LP
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
Trustmark National Bank Trust Department
|
|
|
|
|
|
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
|
|
|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA Opportunity Fund Class C
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
Gilliland Jeter Wealth Management LLC
|
|
|
|
|
|
Group One Trading, L.p.
|
|
|
|
|
|
Boston Private Wealth Llc
|
|
|
|
|
|
SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
|
|
|
|
|
Red Tortoise LLC
|
|
|
|
|
|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
Paradigm Financial Partners, Llc
|
|
|
|
|
|
ACLC - AMERICAN CENTURY ETF TRUST - American Century Sustainable Equity ETF
|
|
|
|
|
|
Archford Capital Strategies, LLC
|
|
|
|
|
|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
MGB Wealth Management, LLC
|
|
|
|
|
|
VVJEX - Voya EQUITY TRUST - Voya VACS Series MCV Fund
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
KBWB - Invesco Exchange-Traded Fund Trust II - Invesco KBW Bank ETF
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1
|
|
|
|
|
|
JT Stratford LLC
|
|
|
|
|
|
My Legacy Advisors, LLC
|
|
|
|
|
|
Confluence Wealth Services, Inc.
|
|
|
|
|
|
CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
MDDAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Diversified Value Fund Class A
|
|
|
|
|
|
BLPIX - Profunds - Bull Profund Investor Class
|
|
|
|
|
|
XTX Topco Ltd
|
|
|
|
|
|
Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a)
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
Magnolia Capital Advisors Llc
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
Augustine Asset Management Inc
|
|
|
|
|
|
SageView Advisory Group, LLC
|
|
|
|
|
|
Bank & Trust Co
|
|
|
|
|
|
Howard Capital Management Inc.
|
|
|
|
|
|
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
|
|
|
|
|
Nvwm, Llc
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco ESG S&P 500 Equal Weight ETF
|
|
|
|
|
|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
Oddo Bhf Asset Management Sas
|
|
|
|
|
|
HUMDX - ADVISORS SERIES TRUST - Huber Capital Mid Cap Value Fund Investor Class
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
VEGN - ETF Series Solutions - US Vegan Climate ETF
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1
|
|
|
|
|
|
FYLG - Global X Funds - Global X Financials Covered Call & Growth ETF
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
|
|
|
|
ASGCX - ALLSPRING FUNDS TRUST - Allspring Global Long/Short Equity Fund Class C
|
|
|
|
|
|
Cetera Trust Company, N.A
|
|
|
|
|
|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
|
|
|
|
Basswood Capital Management, L.l.c.
|
|
|
|
|
|
Capitolis Liquid Global Markets LLC
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
International Assets Investment Management, Llc
|
|
|
|
|
|
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
|
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CX Institutional
|
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EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class
|
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Centennial Bank/AR/
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Alliancebernstein L.p.
|
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Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B
|
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Invesco Ltd.
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Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
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MBNAX - MAINSTAY FUNDS TRUST - MainStay Balanced Fund Class A
|
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Hemington Wealth Management
|
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BankPlus Wealth Management LLC
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Norinchukin Bank, The
|
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Trust Asset Management LLC
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Commonwealth Equity Services, Llc
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Sequoia Financial Advisors, LLC
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DAACX - Adviser Managed Trust - Diversified Equity Fund
|
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VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
|
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JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
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EntryPoint Capital, LLC
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Curbstone Financial Management Corp
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Southern Farm Bureau Life Insurance
|
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PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
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Argentarii, LLC
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FRBAX - JOHN HANCOCK INVESTMENT TRUST II - Regional Bank Fund Class A
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SummitTX Capital, L.P.
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Trust Co Of Vermont
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Drucker Wealth 3.0, LLC
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Arvest Bank Trust Division
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MAGA - ETF Series Solutions - Point Bridge GOP Stock Tracker ETF
|
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GIMFX - GMO TRUST - GMO Implementation Fund
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DCUAX - DEUTSCHE DWS INVESTMENT TRUST - DWS CROCI U.S. Fund Class A
|
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Laurel Wealth Advisors LLC
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Cornerstone Planning Group LLC
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DVAL - Franklin Templeton ETF Trust - BrandywineGLOBAL-Dynamic US Large Cap Value ETF
|
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Summit Financial, LLC
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Jnl Series Trust - Jnl/wmc Value Fund (a)
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FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
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Lbmc Investment Advisors, Llc
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Principal Financial Group Inc
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Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
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Victory Capital Management Inc
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Csenge Advisory Group
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QCELX - AQR Funds - AQR Large Cap Multi-Style Fund Class I
|
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Greenwich Wealth Management LLC
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AdvisorNet Financial, Inc
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GLRBX - JAMES ADVANTAGE FUNDS - James Balanced: Golden Rainbow Fund Retail Class
|
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Centaurus Financial, Inc.
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Coston, McIsaac & Partners
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Bridgeway Capital Management Inc
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GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
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Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
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GVMCX - WILLIAMSBURG INVESTMENT TRUST - Government Street Mid-Cap Fund
|
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Beacon Capital Management, LLC
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Meitav Dash Investments Ltd
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Fairvoy Private Wealth, LLC
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Empowered Funds, LLC
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Hancock Whitney Corp
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Callahan Advisors, LLC
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HEJD - Victory Portfolios II - VictoryShares Hedged Equity Income ETF
|
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|
Parkworth Wealth Management, Inc.
|
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Kingsview Wealth Management, LLC
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Harmony Asset Management Llc
|
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XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
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Brown Brothers Harriman & Co
|
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Tax-managed Growth Portfolio - Tax-managed Growth Portfolio
|
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DiNuzzo Private Wealth, Inc.
|
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SPYD - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 High Dividend ETF
|
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
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Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Growers ETF
|
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Cincinnati Insurance Co
|
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Steward Partners Investment Advisory, Llc
|
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DekaBank Deutsche Girozentrale
|
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Mml Investors Services, Llc
|
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Aprio Wealth Management, LLC
|
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Engineers Gate Manager LP
|
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EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
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Foster Victor Wealth Advisors, LLC
|
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RYZAX - RYDEX SERIES FUNDS - S&P 500 Pure Value Fund Class H
|
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CDC - Victory Portfolios II - VictoryShares US EQ Income Enhanced Volatility Wtd ETF
|
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NFC Investments, LLC
|
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GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
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Y.D. More Investments Ltd
|
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DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
|
|
|
IJMAX - Voya PARTNERS INC - VY(R) JPMorgan Mid Cap Value Portfolio Class ADV
|
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XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
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VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
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DEW - WisdomTree Trust - WisdomTree Global High Dividend Fund N/A
|
|
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|
FCFY - FIRST TRUST EXCHANGE-TRADED FUND - First Trust S&P 500 Diversified Free Cash Flow ETF
|
|
|
|
|
|
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund
|
|
|
|
|
|
WMG Financial Advisors, LLC
|
|
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|
Farther Finance Advisors, LLC
|
|
|
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|
Crawford Investment Counsel Inc
|
|
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|
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
|
|
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|
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|
Boothbay Fund Management, Llc
|
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|
Mv Capital Management, Inc.
|
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|
Hrt Financial Lp
|
|
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|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
Lane & Associates LLC
|
|
|
|
|
|
Numerai GP LLC
|
|
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|
|
|
Atwood & Palmer Inc
|
|
|
|
|
|
Mma Asset Management Llc
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST III - MFS Mid Cap Value Portfolio Initial Class
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
Enterprise Financial Services Corp
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
URTH - iShares, Inc. - iShares MSCI World ETF
|
|
|
|
|
|
CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A
|
|
|
|
|
|
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I
|
|
|
|
|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
CFVLX - COMMERCE FUNDS - The Value Fund Shares
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
Eaton Vance Tax-managed Buy-write Opportunities Fund
|
|
|
|
|
|
Monte Financial Group, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
Czech National Bank
|
|
|
|
|
|
GQLVX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Value Equity Portfolio
|
|
|
|
|
|
City Holding Co
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF
|
|
|
|
|
|
BI Asset Management Fondsmaeglerselskab A/S
|
|
|
|
|
|
Tower Bridge Advisors
|
|
|
|
|
|
Onefund, Llc
|
|
|
|
|
|
V-Square Quantitative Management LLC
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
|
|
|
Tectonic Advisors Llc
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
Lynch & Associates/in
|
|
|
|
|
|
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
|
|
|
|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
|
|
|
|
Metis Global Partners, LLC
|
|
|
|
|
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
|
|
|
|
|
T. Rowe Price Investment Management, Inc.
|
|
|
|
|
|
NEOS Investment Management LLC
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
Guggenheim Strategic Opportunities Fund
|
|
|
|
|
|
Barnes Pettey Financial Advisors, Llc
|
|
|
|
|
|
Cigna Investments Inc /new
|
|
|
|
|
|
Montgomery Investment Management Inc
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
Puff Wealth Management, Llc
|
|
|
|
|
|
SeaBridge Investment Advisors LLC
|
|
|
|
|
|
Fruth Investment Management
|
|
|
|
|
|
Ramirez Asset Management, Inc.
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
FT Vest Rising Dividend Achievers Total Return Fund
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
YALL - Tidal ETF Trust - God Bless America ETF
|
|
|
|
|
|
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund
|
|
|
|
|
|
StoneX Group Inc.
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
|
|
|
|
Swedbank AB
|
|
|
|
|
|
PMYRX - Victory Portfolios IV - Victory Pioneer Equity Premium Income Fund Class Y
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
|
|
|
|
|
Creative Capital Management Investments LLC
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
|
|
|
|
|
Carson Advisory Inc.
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF
|
|
|
|
|
|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
|
|
|
M Holdings Securities, Inc.
|
|
|
|
|
|
Parallax Volatility Advisers, L.P.
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1
|
|
|
|
|
|
Country Trust Bank
|
|
|
|
|
|
Quest Partners LLC
|
|
|
|
|
|
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3
|
|
|
|
|
|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
|
|
|
|
|
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
Commerzbank Aktiengesellschaft /fi
|
|
|
|
|
|
Dorsey & Whitney Trust CO LLC
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
MBOVX - M FUND INC - M Large Cap Value Fund
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
Epoch Investment Partners, Inc.
|
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
|
|
|
|
|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
|
|
|
|
Diversified Trust Co
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
|
|
|
|
|
Groupe la Francaise
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Income Portfolio
|
|
|
|
|
|
Brighthouse Funds Trust I - Wells Capital Management Mid Cap Value Portfolio Class A
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
SDVD - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Vest SMID Rising Dividend Achievers Target Income ETF
|
|
|
|
|
|
PCGRX - Victory Portfolios IV - Victory Pioneer Mid Cap Value Fund Class A
|
|
|
|
|
|
Olistico Wealth, LLC
|
|
|
|
|
|
Luts & Greenleigh Group, Inc
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
Ritholtz Wealth Management
|
|
|
|
|
|
GMOV - 2023 ETF Series Trust II - GMO U.S. Value ETF
|
|
|
|
|
|
Aspect Partners, LLC
|
|
|
|
|
|
RYFIX - RYDEX SERIES FUNDS - Financial Services Fund Investor Class
|
|
|
|
|
|
Capstone Investment Advisors, Llc
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
|
|
|
|
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund
|
|
|
|
|
|
Gts Securities Llc
|
|
|
|
|
|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
|
|
|
|
|
Two Sigma Investments, Lp
|
|
|
|
|
|
STXV - EA Series Trust - Strive 1000 Value ETF
|
|
|
|
|
|
Stevens Capital Management Lp
|
|
|
|
|
|
Crewe Advisors LLC
|
|
|
|
|
|
ULVM - Victory Portfolios II - VictoryShares USAA MSCI USA Value Momentum ETF
|
|
|
|
|
|
Battery Global Advisors, LLC
|
|
|
|
|
|
Optimum Investment Advisors
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
STRV - EA Series Trust - Strive 500 ETF
|
|
|
|
|
|
GTLOX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Core Equity Portfolio - Advisor Shares
|
|
|
|
|
|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
|
|
|
|
Kiker Wealth Management, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP T. Rowe Price Equity Income Portfolio Initial Class
|
|
|
|
|
|
Prossimo Advisors, LLC
|
|
|
|
|
|
Candriam Luxembourg S.C.A.
|
|
|
|
|
|
EIVPX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Volatility Risk Premium - Defensive Fund Institutional Class
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
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HB Wealth Management, LLC
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Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio
|
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|
CapWealth Advisors, LLC
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|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
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|
New Perspectives, Inc
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|
JMVSX - JP MORGAN FLEMING MUTUAL FUND GROUP INC - JPMorgan Mid Cap Value Fund Class I
|
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|
BKPIX - Profunds - Banks Ultrasector Profund Investor Class
|
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|
Commerce Bank
|
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|
Headlands Technologies LLC
|
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|
Welch Group, LLC
|
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|
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
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|
Kestra Investment Management, LLC
|
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|
LBWAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Diversified US Large Cap Value Fund Class A
|
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|
Bank Of Nova Scotia
|
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|
LVW Advisors, LLC
|
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|
GPIGX - GPS Funds II - GuidePath(R) Growth and Income Fund
|
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|
IAT - iSHARES TRUST - iShares U.S. Regional Banks ETF
|
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|
IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF
|
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|
Maryland State Retirement & Pension System
|
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|
Arcus Capital Partners, LLC
|
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|
Resources Investment Advisors, LLC.
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IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF
|
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|
FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund
|
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|
Waterloo Capital, L.P.
|
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First Citizens Bank & Trust Co
|
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Versant Capital Management, Inc
|
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Guerra Pan Advisors, Llc
|
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National Pension Service
|
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International Private Wealth Advisors LLC
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Private Wealth Management Group, LLC
|
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|
Hartland & Co., LLC
|
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Syon Capital Llc
|
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Duncker Streett & Co Inc
|
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OASVX - Optimum Fund Trust - Optimum Small-mid Cap Value Fund Class A
|
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|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
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|
|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
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|
XUDV - Franklin Templeton ETF Trust - Franklin U.S. Dividend Multiplier Index ETF
|
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|
Brown, Lisle/cummings, Inc.
|
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|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
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Resonant Capital Advisors, LLC
|
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AVMV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Value ETF
|
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|
Brandywine Global Investment Management, LLC
|
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First Trust Advisors Lp
|
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JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
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|
Woodline Partners LP
|
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|
Sagespring Wealth Partners, Llc
|
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Savant Capital, LLC
|
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WDIAX - WILMINGTON FUNDS - Wilmington Diversified Income Fund Class A Shares
|
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|
GWM Advisors LLC
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Entropy Technologies, LP
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AVLVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value Fund Institutional Class
|
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M&t Bank Corp
|
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Prosperity Consulting Group, LLC
|
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Western Wealth Management, LLC
|
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Advisory Services Network, LLC
|
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Wealth Enhancement Advisory Services, Llc
|
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SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
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|
CVA Family Office, LLC
|
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IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF
|
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|
Wiley Bros.-aintree Capital, Llc
|
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|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
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|
SPRAX - Prudential Investment Portfolios, Inc. 10 - Pgim Qma Mid-cap Value Fund Class A
|
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|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
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|
|
Profunds - Profund Vp Financials
|
|
|
|
|
|
Catalyst Capital Advisors LLC
|
|
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|
|
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
|
|
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|
|
LGT Financial Advisors LLC
|
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|
|
Ascent Group, LLC
|
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|
Truist Financial Corp
|
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|
|
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
|
|
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|
|
TrueWealth Advisors, LLC
|
|
|
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|
|
Proffitt & Goodson Inc
|
|
|
|
|
|
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF
|
|
|
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|
|
Erste Asset Management GmbH
|
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|
|
Bank Of America Corp /de/
|
|
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|
Weiss Asset Management LP
|
|
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|
IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I
|
|
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|
|
Intech Investment Management Llc
|
|
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|
|
|
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
|
|
|
|
|
DVY - iSHARES TRUST - iShares Select Dividend ETF
|
|
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|
|
Axa S.a.
|
|
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|
DELAWARE VIP TRUST - Delaware VIP Total Return Series Service
|
|
|
|
|
|
Plato Investment Management Ltd
|
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|
Elo Mutual Pension Insurance Co
|
|
|
|
|
|
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A
|
|
|
|
|
|
Lakewood Asset Management LLC
|
|
|
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|
|
IMC-Chicago, LLC
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
|
|
|
|
Paragon Capital Management Ltd
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Epoch U.S. Equity Yield Portfolio Initial Class
|
|
|
|
|
|
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
Mbb Public Markets I Llc
|
|
|
|
|
|
Wealth Alliance Advisory Group, LLC
|
|
|
|
|
|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
Midwest Trust Co
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
|
|
|
|
|
Stoneridge Investment Partners Llc
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
|
|
|
LVPIX - Profunds - Large-cap Value Profund Investor Class
|
|
|
|
|
|
Am Investment Strategies Llc
|
|
|
|
|
|
Hilltop National Bank
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
SEUIX - Sei Institutional Managed Trust - Simt Large Cap Value Fund Class I
|
|
|
|
|
|
Achmea Investment Management B.V.
|
|
|
|
|
|
1832 Asset Management L.P.
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
|
|
|
|
Gables Capital Management Inc.
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
TWBIX - American Century Mutual Funds, Inc. - Balanced Fund Investor Class
|
|
|
|
|
|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
FNY Investment Advisers, LLC
|
|
|
|
|
|
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
|
|
|
|
|
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF
|
|
|
|
|
|
High Note Wealth, LLC
|
|
|
|
|
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
|
|
|
|
|
Profunds - Profund Vp Ultrabull
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
Proathlete Wealth Management Llc
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
|
|
|
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
|
|
|
|
|
SPDG - SPDR SERIES TRUST - SPDR Portfolio S&P Sector Neutral Dividend ETF
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
|
|
|
|
|
|
Twin Tree Management, LP
|
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
Versor Investments LP
|
|
|
|
|
|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
|
|
|
|
|
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III
|
|
|
|
|
|
Stonebridge Financial Group, LLC
|
|
|
|
|
|
Ameliora Wealth Management Ltd.
|
|
|
|
|
|
OFVIX - ADVISORS SERIES TRUST - O'Shaughnessy Market Leaders Value Fund Class I
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
|
|
|
|
Meadow Creek Wealth Advisors Llc
|
|
|
|
|
|
Waters Parkerson & Co., Llc
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
|
|
|
|
|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
|
|
|
|
|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
Nordea Investment Management Ab
|
|
|
|
|
|
Armstrong Advisory Group, Inc
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Growth & Income Fund Initial Class
|
|
|
|
|
|
Atticus Wealth Management, Llc
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
ETAMX - MUTUAL FUND SERIES TRUST - Eventide Multi-Asset Income Fund Class A
|
|
|
|
|
|
Viawealth, Llc
|
|
|
|
|
|
FNCL - FIDELITY COVINGTON TRUST - Fidelity MSCI Financials Index ETF
|
|
|
|
|
|
La Banque Postale Asset Management SA
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
PCEQX - Victory Portfolios IV - Victory Pioneer Equity Income Fund Class C
|
|
|
|
|
|
PENN SERIES FUNDS INC - Index 500 Fund
|
|
|
|
|
|
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
Perritt Capital Management Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
J. Safra Sarasin Holding AG
|
|
|
|
|
|
Groupama Asset Managment
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
|
Great West Life Assurance Co /can/
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I
|
|
|
|
|
|
Decker Retirement Planning Inc.
|
|
|
|
|
|
IXG - iSHARES TRUST - iShares Global Financials ETF
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
Wealth Preservation Advisors, LLC
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
Fiduciary Group LLC
|
|
|
|
|
|
AMG National Trust Bank
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
|
|
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
|
|
|
|
|
Grant Private Wealth Management Inc
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
DecisionPoint Financial, LLC
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Balanced Portfolio Initial Class
|
|
|
|
|
|
FNPIX - Profunds - Financials Ultrasector Profund Investor Class
|
|
|
|
|
|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
Nicholas Hoffman & Company, LLC.
|
|
|
|
|
|
EAPDX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Dividend Income Fund Investor Class
|
|
|
|
|
|
Patten Group, Inc.
|
|
|
|
|
|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
Howard Hughes Medical Institute
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
UYG - PROSHARES TRUST - ProShares Ultra Financials
|
|
|
|
|
|
Impact Partnership Wealth, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
LSVGX - ADVISORS' INNER CIRCLE FUND - LSV Global Value Fund Institutional Class Shares
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
MQS Management LLC
|
|
|
|
|
|
Westpac Banking Corp
|
|
|
|
|
|
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
MVCAX - MFS SERIES TRUST XI - MFS Mid Cap Value Fund A
|
|
|
|
|
|
Mainsail Asset Management, Llc
|
|
|
|
|
|
BIP Wealth, LLC
|
|
|
|
|
|
Mn Services Vermogensbeheer B.V.
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Financial Sector Fund (I)
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
BankPlus Trust Department
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
Bahl & Gaynor Inc
|
|
|
|
|
|
PTL - Northern Lights Fund Trust IV - Inspire 500 ETF
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio
|
|
|
|
|
|
Sentry Investment Management Llc
|
|
|
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Ameriprise Financial Inc
|
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|
Tower Research Capital LLC (TRC)
|
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|
Foundations Investment Advisors, LLC
|
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|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
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|
Clear Street Markets Llc
|
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|
Trexquant Investment LP
|
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|
Pictet Asset Management Holding SA
|
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CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A
|
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|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
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|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
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|
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|
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional
|
|
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|
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
|
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|
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
|
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|
Fieldview Capital Management, LLC
|
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|
Covestor Ltd
|
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|
Transce3nd, LLC
|
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Merit Financial Group, LLC
|
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Amalgamated Bank
|
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|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
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|
Qsemble Capital Management, LP
|
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|
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
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|
Iams Wealth Management, Llc
|
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|
Thornburg Income Builder Opportunities Trust
|
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|
Dunhill Financial, LLC
|
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|
WestEnd Advisors, LLC
|
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Waddell & Associates, Llc
|
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|
Dana Investment Advisors, Inc.
|
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Morgan Stanley
|
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|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
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|
Sage Investment Counsel LLC
|
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|
|
PEY - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco High Yield Equity Dividend Achievers ETF
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
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|
Xponance, Inc.
|
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Tokio Marine Asset Management Co Ltd
|
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QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
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|
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|
CBIZ Investment Advisory Services, LLC
|
|
|
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|
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
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|
Thomasville National Bank
|
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|
Intact Investment Management Inc.
|
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Robeco Institutional Asset Management B.V.
|
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FUNL - Advisor Managed Portfolios - CornerCap Fundametrics Large-Cap ETF
|
|
|
|
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|
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A)
|
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|
Quent Capital, LLC
|
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Oak Thistle LLC
|
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PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P
|
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|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
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EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
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|
Cambridge Investment Research Advisors, Inc.
|
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FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
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|
Bokf, Na
|
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Visionary Wealth Advisors
|
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Lansforsakringar Fondforvaltning AB (publ)
|
|
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|
Scientech Research LLC
|
|
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|
|
VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares
|
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IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
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State Street Corp
|
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|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
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|
LQAI - Exchange Listed Funds Trust - LG QRAFT AI-Powered U.S. Large Cap Core ETF
|
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|
IFM Investors Pty Ltd
|
|
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|
Janus Henderson Group Plc
|
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|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
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|
Kilter Group LLC
|
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|
Fifth Third Bancorp
|
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|
Russell Investments Group, Ltd.
|
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|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
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|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
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|
Dai-Ichi Life Insurance Company, Ltd
|
|
|
|
|
|
USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF
|
|
|
|
|
|
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
|
|
|
|
|
GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class
|
|
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|
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|
Profunds - Profund Vp Banks
|
|
|
|
|
|
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
|
|
|
|
|
RIMHX - CITY NATIONAL ROCHDALE FUNDS - City National Rochdale Dividend & Income Fund Class N
|
|
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|
Aull & Monroe Investment Management Corp
|
|
|
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|
|
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
|
|
|
|
|
NUDV - Nushares ETF Trust - Nuveen ESG Dividend ETF
|
|
|
|
|
|
Grimes & Company, Inc.
|
|
|
|
|
|
Tcw Group Inc
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
Total Investment Management Inc
|
|
|
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|
Canada Pension Plan Investment Board
|
|
|
|
|
|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF
|
|
|
|
|
|
Gallagher Fiduciary Advisors, LLC
|
|
|
|
|
|
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A
|
|
|
|
|
|
Leavell Investment Management, Inc.
|
|
|
|
|
|
Convergence Financial, LLC
|
|
|
|
|
|
Venture Visionary Partners LLC
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
|
|
|
|
|
SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF
|
|
|
|
|
|
Brooks, Moore & Associates, Inc.
|
|
|
|
|
|
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A
|
|
|
|
|
|
Daiwa Securities Group Inc.
|
|
|
|
|
|
Silver Lake Advisory, LLC
|
|
|
|
|
|
AFDIX - American Century Mutual Funds, Inc. - Sustainable Equity Fund Investor Class
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
NULV - Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF
|
|
|
|
|
|
SGIDX - STEWARD FUNDS, INC. - Steward Global Equity Income Fund Class A
|
|
|
|
|
|
Kinneret Advisory, LLC
|
|
|
|
|
|
LSVEX - ADVISORS' INNER CIRCLE FUND - LSV VALUE EQUITY FUND Institutional Class Shares
|
|
|
|
|
|
IYF - iSHARES TRUST - iShares U.S. Financials ETF
|
|
|
|
|
|
SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
BLES - Northern Lights Fund Trust IV - Inspire Global Hope ETF
|
|
|
|
|
|
USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund
|
|
|
|
|
|
Lynx Investment Advisory
|
|
|
|
|
|
DALCX - UNIFIED SERIES TRUST - Dean Mid Cap Value Fund
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
JPME - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF
|
|
|
|
|
|
DRW Securities, LLC
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
MCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Mid Core ETF
|
|
|
|
|
|
ACSI - Tidal ETF Trust - American Customer Satisfaction ETF
|
|
|
|
|
|
RFG Advisory, LLC
|
|
|
|
|
|
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
DnB Asset Management AS
|
|
|
|
|
|
SPVU - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Enhanced Value ETF
|
|
|
|
|
|
Novem Group
|
|
|
|
|
|
Andra AP-fonden
|
|
|
|
|
|
KRE - SPDR SERIES TRUST - SPDR(R) S&P Regional Banking(SM) ETF
|
|
|
|
|
|
Handelsbanken Fonder AB
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
VASVX - VANGUARD WHITEHALL FUNDS - Vanguard Selected Value Fund Investor Shares
|
|
|
|
|
|
Hardy Reed LLC
|
|
|
|
|
|
Qtron Investments LLC
|
|
|
|
|
|
Picton Mahoney Asset Management
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Mid Cap Relative Value VIP Fund
|
|
|
|
|
|
Systematic Alpha Investments, LLC
|
|
|
|
|
|
SIOAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INCOME FUND Class F
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Dividend Value Managed Volatility Fund Standard Class
|
|
|
|
|
|
Principal Street Partners, LLC
|
|
|
|
|
|
Ameriflex Group, Inc.
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
|
|
|
Greystone Financial Group, LLC
|
|
|
|
|
|
KVLE - Krane Shares Trust - KFA Value Line(R) Dynamic Core Equity Index ETF
|
|
|
|
|
|
E. Ohman J:or Asset Management AB
|
|
|
|
|
|
Patton Albertson Miller Group, Llc
|
|
|
|
|
|
DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
Elevation Series Trust - RiverNorth Patriot ETF
|
|
|
|
|
|
REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF
|
|
|
|
|
|
Twin Lakes Capital Management, LLC
|
|
|
|
|
|
Acap Strategic Fund
|
|
|
|
|
|
Humankind Benefit Corp - Humankind US Stock ETF
|
|
|
|
|
|
FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund
|
|
|
|
|
|
IMG Wealth Management, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
Wedge Capital Management L L P/nc
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
VMVIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Value Index Fund Investor Shares
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
Morton Community Bank
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
Interval Partners, LP
|
|
|
|
|
|
Advisors Capital Management, LLC
|
|
|
|
|
|
DDIAX - Delaware Group Equity Funds V - Delaware Wealth Builder Fund Class A
|
|
|
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
|
|
|
|
|
|
Integrated Quantitative Investments LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Dogs of Wall Street Portfolio Class 1
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class
|
|
|
|
|
|
DHS - WisdomTree Trust - WisdomTree U.S. High Dividend Fund N/A
|
|
|
|
|
|
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
Chelsea Counsel Co
|
|
|
|
|
|
John Hancock Hedged Equity & Income Fund
|
|
|
|
|
|
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio -
|
|
|
|
|
|
COMMERCE FUNDS - The MidCap Value Fund Shares
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
Smith Shellnut Wilson Llc /adv
|
|
|
|
|
|
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF
|
|
|
|
|
|
Clark Financial Services Group Inc /bd
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
|
|
|
|
|
Patten & Patten Inc/tn
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
Bearing Point Capital, Llc
|
|
|
|
|
|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 Pure Value Fund Variable Annuity
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund
|
|
|
|
|
|
PRAXIS FUNDS - Praxis Impact Large Cap Value ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class
|
|
|
|
|
|
Garde Capital, Inc.
|
|
|
|
|
|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
|
|
Bridgewater Associates, LP
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
Capital Square, LLC
|
|
|
|
|
|
Cyndeo Wealth Partners, LLC
|
|
|
|
|
|
Avanza Fonder AB
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
|
|
|
|
|
Financial Connections Group, Inc.
|
|
|
|
|
|
Nova Wealth Management, Inc.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1
|
|
|
|
|
|
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
MCF Advisors LLC
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
|
|
|
|
|
|
Palogic Value Management, L.P.
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares
|
|
|
|
|
|
HBLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD BALANCED INCOME FUND Class A
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
SCHD - SCHWAB STRATEGIC TRUST - Schwab U.S. Dividend Equity ETF
|
|
|
|
|
|
SSAQX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street U.S. Core Equity Fund
|
|
|
|
|
|
RSPF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Financials ETF
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
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MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
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Readystate Asset Management Lp
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WFA of San Diego, LLC
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Jefferies Financial Group Inc.
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IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
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Ubs Asset Management Americas Inc
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Inspire Advisors, LLC
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CSM - PROSHARES TRUST - ProShares Large Cap Core Plus
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Aviva Plc
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Jane Street Group, Llc
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Standard Life Aberdeen plc
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OMERS ADMINISTRATION Corp
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Quaker Wealth Management, LLC
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Jaffetilchin Investment Partners, LLC
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ONEY - SPDR SERIES TRUST - SPDR Russell 1000 Yield Focus ETF
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Louisiana State Employees Retirement System
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Mutual Of America Capital Management Llc
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Asahi Life Asset Management Co., Ltd.
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AE Wealth Management LLC
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IPAYX - INTEGRITY FUNDS - Integrity Dividend Summit Fund Class I
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Norges Bank
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SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
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State of Wyoming
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DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
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Hennion & Walsh Asset Management, Inc.
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Mount Lucas Management LP
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Whipplewood Advisors, LLC
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RPV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Pure Value ETF
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Assenagon Asset Management S.A.
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Anchor Investment Management, LLC
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IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV
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Creative Planning
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Mount Yale Investment Advisors, LLC
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California Public Employees Retirement System
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Profund Advisors Llc
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SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
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Eisler Capital Management Ltd.
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DAVENPORT & Co LLC
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Planned Solutions, Inc.
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Horizon Financial Services, Llc
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JustInvest LLC
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Stonebridge Capital Advisors LLC
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PRISX - T. Rowe Price Financial Services Fund, Inc. - T. Rowe Price Financial Services Fund, Inc.
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Rockefeller Capital Management L.P.
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SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
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BXM Wealth LLC
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Integrated Advisors Network LLC
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Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
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Delos Wealth Advisors, LLC
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Wealthcare Advisory Partners LLC
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Ambassador Advisors, LLC
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UGIEX - USAA MUTUAL FUNDS TRUST - Global Equity Income Fund Shares
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THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
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CWM Advisors, LLC
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Strs Ohio
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Moors & Cabot, Inc.
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SUNAMERICA SERIES TRUST - SA Legg Mason BW Large Cap Value Portfolio Class 1
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Millennium Management Llc
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Patton Fund Management, Inc.
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EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Balanced Fund Service Class
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AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
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BCS Wealth Management
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Dean Investment Associates, Llc
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VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
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Signet Financial Management, Llc
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Squarepoint Ops LLC
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Td Private Client Wealth Llc
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Ballentine Partners, LLC
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MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
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Canada Post Corp Registered Pension Plan
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VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
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Kovitz Investment Group Partners, LLC
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Investors Asset Management Of Georgia Inc /ga/ /adv
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Geneos Wealth Management Inc.
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D. Scott Neal, Inc.
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HAMVX - HARBOR FUNDS - Harbor Mid Cap Value Fund Institutional Class
|
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Provenance Wealth Advisors, LLC
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ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A
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Old National Bancorp /in/
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Barr E S & Co
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SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
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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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Bank Julius Baer & Co. Ltd, Zurich
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VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares
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Field & Main Bank
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Guardian Variable Products Trust - Guardian Equity Income VIP Fund
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VLUE - iSHARES TRUST - iShares Edge MSCI USA Value Factor ETF
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Master's Wealth Management Inc.
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GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
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HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
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Atlas Capital Advisors Llc
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Allred Capital Management, LLC
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Massachusetts Financial Services Co /ma/
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VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
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EP Wealth Advisors, Inc.
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Coldstream Capital Management Inc
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CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
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Bellwether Advisors, LLC
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Financial Partners Group, LLC
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FLQM - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Mid Cap Equity ETF
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Parkside Financial Bank & Trust
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Prudent Man Advisors, LLC
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USCGX - USAA MUTUAL FUNDS TRUST - Capital Growth Fund
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Voleon Capital Management Lp
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RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
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GFG Capital, LLC
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Eventide Asset Management, Llc
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RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
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JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
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Colonial Trust Advisors
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Farmers & Merchants Investments Inc
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Rowland & Co Investment Counsel/adv
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MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
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QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
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Asset Management One Co., Ltd.
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QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
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DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
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DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
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Northwestern Mutual Investment Management Company, Llc
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HUDIX - ADVISORS SERIES TRUST - Huber Capital Diversified Large Cap Value Fund Investor Class
|
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VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
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PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
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|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
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USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF
|
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Macquarie Group Ltd
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MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
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|
Envestnet Asset Management Inc
|
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|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
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Global Retirement Partners, LLC
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Greenwood Capital Associates Llc
|
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|
Rhumbline Advisers
|
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Voya Investment Management Llc
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Fortress Financial Group, Llc
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WTV - WisdomTree Trust - WisdomTree U.S. Quality Shareholder Yield Fund N/A
|
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|
MML Series Investment Fund II - MML Equity Fund Initial Class
|
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|
BancorpSouth Bank
|
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|
USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund
|
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|
WLDR - Two Roads Shared Trust - Affinity World Leaders Equity ETF
|
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|
GMUEX - GMO TRUST - GMO U.S. Equity Fund Class III
|
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|
CI Private Wealth, LLC
|
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|
LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF
|
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|
Bayview Asset Management, Llc
|
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|
Sunburst Financial Group, LLC
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|
Vinva Investment Management Ltd
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|
Investment Management Corp of Ontario
|
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|
Maven Securities LTD
|
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|
Signature Resources Capital Management, LLC
|
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|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
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|
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
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|
Cincinnati Casualty Co
|
|
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|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
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|
Richardson Financial Services Inc.
|
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|
XLF - SELECT SECTOR SPDR TRUST - The Financial Select Sector SPDR Fund
|
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|
RYKIX - RYDEX SERIES FUNDS - Banking Fund Investor Class
|
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|
MAINSTAY VP FUNDS TRUST - MainStay VP Income Builder Portfolio Initial Class
|
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|
|
Callan Family Office, LLC
|
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|
|
Toroso Investments, LLC
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|
Simmons Bank
|
|
|
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|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
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|
Resona Asset Management Co.,Ltd.
|
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|
New Age Alpha Advisors, LLC
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|
Change Path, LLC
|
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|
Advantage Advisers Xanthus Fund, L.l.c.
|
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|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
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|
MAPAX - MAINSTAY FUNDS - MainStay MAP Equity Fund Class A
|
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|
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
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|
Arista Wealth Management, LLC
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|
CSU Producer Resources, Inc.
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|
Signaturefd, Llc
|
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|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
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|
Allspring Global Investments Holdings, LLC
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|
Centennial Wealth Advisory LLC
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|
HULIX - ADVISORS SERIES TRUST - Huber Capital Equity Income Fund Investor Class
|
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|
Cromwell Holdings LLC
|
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|
TFNS - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Financials ETF
|
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|
Clarius Group, LLC
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|
Whittier Trust Co
|
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|
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF
|
|
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|
BNP Paribas Asset Management Holding S.A.
|
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|
PEQIX - PIONEER EQUITY INCOME FUND - Pioneer Equity Income Fund : Class A
|
|
|
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|
|
WPG Advisers, LLC
|
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|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
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|
|
Colony Group, LLC
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|
GPS Wealth Strategies Group, LLC
|
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|
Princeton Global Asset Management LLC
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|
Meiji Yasuda Life Insurance Co
|
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|
Private Advisor Group, LLC
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|
Benjamin Edwards Inc
|
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|
Cito Capital Group, LLC
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|
AustralianSuper Pty Ltd
|
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|
Country Club Bank /gfn
|
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|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
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|
RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF
|
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|
Livforsakringsbolaget Skandia, Omsesidigt
|
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|
Public Sector Pension Investment Board
|
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|
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF
|
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|
Profunds - Profund Vp Bull
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
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|
SPDV - ETF Series Solutions - AAM S&P 500 High Dividend Value ETF
|
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|
Veracity Capital LLC
|
|
|
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|
|
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class
|
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|
|
|
|
Profunds - Profund Vp Large-cap Value
|
|
|
|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
AXMNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Mid Cap Multi-Style Fund Acclivity Mid Cap Multi-Style N Shares
|
|
|
|
|
|
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
|
|
|
|
|
Logan Capital Management Inc
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
|
|
|
|
|
Allworth Financial LP
|
|
|
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|
|
Garda Capital Partners Lp
|
|
|
|
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|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund
|
|
|
|
|
|
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
Pinnacle Financial Partners Inc
|
|
|
|
|
|
Transatlantique Private Wealth Llc
|
|
|
|
|
|
FAS - Direxion Shares ETF Trust - Direxion Daily Financial Bull 3X Shares
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
Lsv Asset Management
|
|
|
|
|
|
Transamerica Financial Advisors, Inc.
|
|
|
|
|
|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
|
|
|
|
|
Abundance Wealth Counselors
|
|
|
|
|
|
PPADX - GMO TRUST - GMO U.S. Opportunistic Value Fund Class III
|
|
|
|
|
|
Hartford Investment Management Co
|
|
|
|
|
|
Foster & Motley Inc
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
|
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a)
|
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
|
PineBridge Investments, L.P.
|
|
|
|
|
|
Arrowstreet Capital, Limited Partnership
|
|
|
|
|
|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Financial Services Fund Variable Annuity
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
Reyes Financial Architecture, Inc.
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
FDL - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Morningstar Dividend Leaders Index Fund
|
|
|
|
|
|
Core Alternative Capital
|
|
|
|
|
|
BKD Wealth Advisors, LLC
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
Capital Fund Management S.a.
|
|
|
|
|
|
Worldquant Millennium Advisors Llc
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
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|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Banking Fund Variable Annuity
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
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|
Alexander Labrunerie & Co., Inc.
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Rakuten Investment Management, Inc.
|
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STFGX - Advisers Investment Trust - State Farm Growth Fund
|
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|
Huber Capital Management LLC
|
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|
AEPIX - ALLSPRING FUNDS TRUST - Allspring Managed Account CoreBuilder Shares Series EPI CoreBuilder Shares Series EPI
|
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|
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F
|
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|
Torno Capital, Llc
|
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WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF
|
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|
Stonegate Investment Group, LLC
|
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|
Adage Capital Partners Gp, L.l.c.
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JGYIX - John Hancock Funds III - John Hancock Global Shareholder Yield Fund Class I
|
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|
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|
Board of the Pension Protection Fund
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
Rockland Trust Co
|
|
|
|
|
|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
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|
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|
Meridian Wealth Management, LLC
|
|
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|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
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|
Capital Investment Advisors, LLC
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|
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|
Rsm Us Wealth Management Llc
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HBK Sorce Advisory LLC
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Bangor Savings Bank
|
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Klp Kapitalforvaltning As
|
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HEQFX - Monteagle Funds - Monteagle Opportunity Equity Fund Investor Class
|
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BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
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|
Css Llc/il
|
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|
SDVY - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust SMID Cap Rising Dividend Achievers ETF
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
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|
Comerica Bank
|
|
|
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|
Archer Investment Corp
|
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Snowden Capital Advisors LLC
|
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Hantz Financial Services, Inc.
|
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ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
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|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
Gitterman Wealth Management, LLC
|
|
|
|
|
|
Delta Asset Management Llc/tn
|
|
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class
|
|
|
|
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|
Camden Capital, LLC
|
|
|
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|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
|
|
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|
Cape Investment Advisory, Inc.
|
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Park Place Capital Corp
|
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CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
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|
Beacon Pointe Advisors, LLC
|
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Capital Wealth Planning, LLC
|
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|
LJI Wealth Management, LLC
|
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|
SG Americas Securities, LLC
|
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Ronald Blue Trust, Inc.
|
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Atria Investments Llc
|
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Community Financial Services Group, LLC
|
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Brevan Howard Capital Management LP
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Independence Bank of Kentucky
|
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Cincinnati Specialty Underwriters Insurance CO
|
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Schonfeld Strategic Advisors LLC
|
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|
Griffith & Werner, Inc.
|
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FOVL - iSHARES TRUST - iShares Focused Value Factor ETF
|
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Impax Asset Management Group plc
|
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Captrust Financial Advisors
|
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JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF
|
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|
Prime Capital Investment Advisors, LLC
|
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Shell Asset Management Co
|
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|
SSUSX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street U.S. Equity V.I.S. Fund Class 1 Shares
|
|
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|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
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|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
|
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|
Johnson Financial Group, Inc.
|
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|
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|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
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|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
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|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
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|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
Marshall Wace, Llp
|
|
|
|
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|
Atlantic Trust, LLC
|
|
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|
California State Teachers Retirement System
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
|
|
|
|
USRAX - Horizon Funds - Horizon Defensive Multi-Factor Fund Investor Class
|
|
|
|
|
|
FIL Ltd
|
|
|
|
|
|
Forsta Ap-fonden
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
Gulf International Bank (UK) Ltd
|
|
|
|
|
|
New England Capital Financial Advisors LLC
|
|
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|
|
Mill Capital Management, LLC
|
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|
|
Vanguard Group Inc
|
|
|
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|
Jump Financial, LLC
|
|
|
|
|
|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
|
|
|
|
|
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
|
|
|
|
|
Penserra Capital Management LLC
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
Beaird Harris Wealth Management, LLC
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
PMAIX - Pioneer Series Trust IV - Pioneer Multi-Asset Income Fund : Class A
|
|
|
|
|
|
USS Investment Management Ltd
|
|
|
|
|
|
PAPI - Morgan Stanley ETF Trust - Parametric Equity Premium Income ETF
|
|
|
|
|
|
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio
|
|
|
|
|
|
Intellus Advisors LLC
|
|
|
|
|
|
Empower Advisory Group, LLC
|
|
|
|
|
|
BRAGX - BRIDGEWAY FUNDS INC - Aggressive Investors 1 Fund Class N
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
|
|
|
IFG Advisory, LLC
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
SUSSX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional U.S. Equity Fund Service Class
|
|
|
|
|
|
Sterling Investment Counsel, LLC
|
|
|
|
|
|
Sierra Ocean, Llc
|
|
|
|
|
|
Vectors Research Management, LLC
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares
|
|
|
|
|
|
UVALX - USAA MUTUAL FUNDS TRUST - Value Fund Shares
|
|
|
|
|
|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
VSTIX - VALIC Co I - Stock Index Fund
|
|
|
|
|
|
Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Mid Cap Value Fund Class 3
|
|
|
|
|
|
American National Bank
|
|
|
|
|
|
Harvest Portfolios Group Inc.
|
|
|
|
|
|
Courier Capital Llc
|
|
|
|
|
|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
|
|
|
|
|
Millstone Evans Group, LLC
|
|
|
|
|
|
Albion Financial Group /ut
|
|
|
|
|
|
TIBAX - THORNBURG INVESTMENT TRUST - Thornburg Investment Income Builder Fund - Class A
|
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
New Mexico Educational Retirement Board
|
|
|
|
|
|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
|
|
|
|
|
IYG - iSHARES TRUST - iShares U.S. Financial Services ETF
|
|
|
|
|
|
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares
|
|
|
|
|
|
Gould Capital, LLC
|
|
|
|
|
|
Argent Trust Co
|
|
|
|
|
|
AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF
|
|
|
|
|
|
RDVY - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Rising Dividend Achievers ETF
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
United Bank
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
Chevy Chase Trust Holdings, Inc.
|
|
|
|
|
|
Two Sigma Advisers, Lp
|
|
|
|
|
|
Mufg Securities Americas Inc.
|
|
|
|
|
|
Smith Thornton Advisors LLC
|
|
|
|
|
|
Twin Capital Management Inc
|
|
|
|
|
|
Strengthening Families & Communities, LLC
|
|
|
|
|
|
Deseret Mutual Benefit Administrators
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
GoalVest Advisory LLC
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio
|
|
|
|
|
|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
|
|
|
|
KDHAX - DEUTSCHE DWS INVESTMENT TRUST - DWS CROCI Equity Dividend Fund Class A
|
|
|
|
|
|
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
AVMC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Equity ETF
|
|
|
|
|
|
APG Asset Management N.V.
|
|
|
|
|
|
RDVI - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Cboe Vest Rising Dividend Achievers Target Income ETF
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
Empirical Finance, LLC
|
|
|
|
|
|
Bayesian Capital Management, LP
|
|
|
|
|
|
Hourglass Capital, Llc
|
|
|
|
|
|
Nissay Asset Management Corp /japan/ /adv
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
Horizon Funds - Centre American Select Equity Fund Investor Class
|
|
|
|
|
|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
Plante Moran Financial Advisors, LLC
|
|
|
|
|
|
Sapient Capital Llc
|
|
|
|
|
|
New York Life Investment Management Llc
|
|
|
|
|
|
NOSIX - Northern Funds - Northern Stock Index Fund
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
PGSYX - Victory Portfolios IV - Victory Pioneer Global Equity Fund Class Y
|
|
|
|
|
|
PCGRX - PIONEER MID CAP VALUE FUND - Pioneer Mid Cap Value Fund : Class A
|
|
|
|
|
|
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund
|
|
|
|
|
|
Pzena Investment Management Llc
|
|
|
|
|
|
Generali Asset Management SPA SGR
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
Mediolanum International Funds Ltd
|
|
|
|
|
|
Duncan Williams Asset Management, LLC
|
|
|
|
|
|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
|
|
|
|
|
EPSPX - MAINSTAY FUNDS TRUST - MainStay Epoch Global Equity Yield Fund Class A
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
|
|
|
|
Capital A Wealth Management, LLC
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A
|
|
|
|
|
|
Equitable Trust Co
|
|
|
|
|
|
Continental Advisors Llc
|
|
|
|
|
|
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
|
|
|
|
|
Manning & Napier Advisors Llc
|
|
|
|
|
|
Skandinaviska Enskilda Banken AB (publ)
|
|
|
|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
|
Southern Capital Advisors, Llc
|
|
|
|
|
|
Forum Financial Management, LP
|
|
|
|
|
|
John Hancock Financial Opportunities Fund
|
|
|
|
|
|
PMACX - Victory Portfolios IV - Victory Pioneer Multi-Asset Income Fund Class C
|
|
|
|
|
|
Grantham, Mayo, Van Otterloo & Co. LLC
|
|
|
|
|
|
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
Catalyst Funds Management Pty Ltd
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
|
|
|
|
Peoples Financial Services Corp.
|
|
|
|
|
|
HIDV - AB Active ETFs, Inc. - AB US High Dividend ETF
|
|
|
|
|
|
Solstein Capital, LLC
|
|
|
|
|
|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund
|
|
|
|
|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
|
|
|
Morningstar Investment Management LLC
|
|
|
|
|
|
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund
|
|
|
|
|
|
Pin Oak Investment Advisors Inc
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
Missouri Trust & Investment Co
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Wealth Builder Fund Standard Class
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
FSWCX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Value Index Fund
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
|
|
|
|
|
Los Angeles Capital Management Llc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Mid Cap Value Fund Service Class
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
Ramiah Investment Group
|
|
|
|
|
|
Bleakley Financial Group, LLC
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
VisionPoint Advisory Group, LLC
|
|
|
|
|
|
Eastern Bank
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
|
|
|
|
|
Cibc World Markets Corp
|
|
|
|
|
|
GHP Investment Advisors, Inc.
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
Atom Investors LP
|
|
|
|
|
|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
Mairs & Power Inc
|
|
|
|
|
|
Samalin Investment Counsel, LLC
|
|
|
|
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DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
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|
IVE - iSHARES TRUST - iShares S&P 500 Value ETF
|
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Intrua Financial, LLC
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ProShare Advisors LLC
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DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
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|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
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Pacer Advisors, Inc.
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Citadel Advisors Llc
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AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF
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CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
|
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VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares
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MetLife Investment Management, LLC
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Viking Fund Management Llc
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Shayne & Co., Llc
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Scarborough Advisors, LLC
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RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
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Perkins Coie Trust Co
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AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
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BHK Investment Advisors, LLC
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CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
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VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares
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Chase Investment Counsel Corp
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Activest Wealth Management
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Fiduciary Alliance LLC
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SPHD - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Low Volatility ETF
|
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LSVVX - ADVISORS' INNER CIRCLE FUND - LSV CONSERVATIVE VALUE EQUITY FUND Institutional Class Shares
|
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Meridian Management Co
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Ci Investments Inc.
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Pitcairn Co
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ARDGX - ARCHER INVESTMENT SERIES TRUST - Archer Dividend Growth Fund
|
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MTRAX - MAINSTAY FUNDS - MainStay Income Builder Fund Class A
|
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Thoroughbred Financial Services, Llc
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Jones Financial Companies Lllp
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True Wealth Design, LLC
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Graney & King, LLC
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TD Waterhouse Canada Inc.
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Aqr Capital Management Llc
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Glenmede Investment Management, LP
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Bayforest Capital Ltd
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Credit Industriel Et Commercial
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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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VCGAX - VALIC Co I - Growth & Income Fund
|
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TASHX - TRANSAMERICA FUNDS - Transamerica Multi-Asset Income (formerly Transamerica Strategic High Income) A
|
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Meeder Advisory Services, Inc.
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WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
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State of Tennessee, Treasury Department
|
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Healthcare Of Ontario Pension Plan Trust Fund
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EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB
|
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Tounjian Advisory Partners, Llc
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B. Metzler seel. Sohn & Co. AG
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Cobblestone Capital Advisors Llc /ny/
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SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
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SPVM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Value with Momentum ETF
|
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|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
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Pathstone Holdings, LLC
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Helen Stephens Group, LLC
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FLDZ - Listed Funds Trust - RiverNorth Patriot ETF
|
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Teacher Retirement System Of Texas
|
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CBHAX - Victory Portfolios II - Victory Market Neutral Income Fund Class A
|
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|
Salzhauer Michael
|
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CVSE - Morgan Stanley ETF Trust - Calvert US Select Equity ETF
|
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|
Greenwood Gearhart Inc
|
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|
FTXO - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Nasdaq Bank ETF
|
|
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|
HighTower Advisors, LLC
|
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GAMMA Investing LLC
|
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|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
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GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
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Aldebaran Financial Inc.
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Buckingham Strategic Partners
|
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
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|
ASR Vermogensbeheer N.V.
|
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|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
|
|
|
Southeast Asset Advisors Inc.
|
|
|
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|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
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|
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH
|
|
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|
LifeWealth Investments, LLC
|
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|
Balyasny Asset Management Llc
|
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|
Vestcor Inc
|
|
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|
Ameritas Advisory Services, LLC
|
|
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|
Public Employees Retirement Association Of Colorado
|
|
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|
|
|
Creative Financial Designs Inc /adv
|
|
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|
DNLDX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Active MidCap Fund Class A
|
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|
Pacifica Partners Inc.
|
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|
|
Quarry LP
|
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|
Koshinski Asset Management, Inc.
|
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|
Banque Cantonale Vaudoise
|
|
|
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|
SRS Capital Advisors, Inc.
|
|
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|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
|
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|
|
Mitchell Mcleod Pugh & Williams Inc
|
|
|
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|
|
Frank, Rimerman Advisors LLC
|
|
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|
|
First Manhattan Co
|
|
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|
|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
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|
|
Prudential Plc
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
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|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
Advisory Alpha, LLC
|
|
|
|
|
|
Catalytic Wealth RIA, LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial
|
|
|
|
|
|
Legacy Wealth Managment, LLC/ID
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
|
CAPROCK Group, Inc.
|
|
|
|
|
|
Tredje AP-fonden
|
|
|
|
|
|
Dean Capital Management
|
|
|
|
|
|
NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF
|
|
|
|
|
|
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
|
|
|
|
|
Gw Henssler & Associates Ltd
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares
|
|
|
|
|
|
Flaharty Asset Management, LLC
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
|
DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
Kentucky Trust Co
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
|
|
|
|
|
Continuum Advisory, LLC
|
|
|
|
|
|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
|
|
|
|
SCS Capital Management LLC
|
|
|
|
|
|
CMUAX - COLUMBIA FUNDS SERIES TRUST - Columbia Select Mid Cap Value Fund Class A
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
SPGP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 GARP ETF
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
Rakuten Securities, Inc.
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
|
|
|
|
|
ISAM Funds (UK) Ltd
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
DEUTSCHE DWS VARIABLE SERIES II - DWS CROCI U.S. VIP Class A
|
|
|
|
|
|
VWINX - VANGUARD WELLESLEY INCOME FUND - VANGUARD WELLESLEY INCOME FUND Investor Shares
|
|
|
|
|
|
Greatmark Investment Partners, Inc.
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
|
|
|
|
|
Lee Danner & Bass Inc
|
|
|
|
|
|
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Global Responsibility Equity Fund Class A
|
|
|
|
|
|
Hollencrest Capital Management
|
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
MJT & Associates Financial Advisory Group, Inc.
|
|
|
|
|
|
Mayfair Advisory Group, LLC
|
|
|
|
|
|
Dark Forest Capital Management Lp
|
|
|
|
|
|
WFA Asset Management Corp
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Managed Floor ETF
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
Spdr S&p 500 Etf Trust
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
Siemens Fonds Invest GmbH
|
|
|
|
|
|
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
MNHCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Maximum Term Series Class L
|
|
|
|
|
|
SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
Dagco, Inc.
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
Ashton Thomas Private Wealth, LLC
|
|
|
|
|
|
SPIN - SSGA Active Trust - SPDR SSGA US Equity Premium Income ETF
|
|
|
|
|
|
MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
|
|
|
|
|
DPST - Direxion Shares ETF Trust - Direxion Daily Regional Banks Bull 3X Shares
|
|
|
|
|
|
Hilltop Holdings Inc.
|
|
|
|
|
|
Bank of New Hampshire
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
VFAIX - VANGUARD WORLD FUND - Vanguard Financials Index Fund Admiral Shares
|
|
|
|
|
|
Verdence Capital Advisors LLC
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
Lathrop Investment Management Corp
|
|
|
|
|
|
Thornburg Investment Management Inc
|
|
|
|
|
|
Denali Advisors Llc
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
KBE - SPDR SERIES TRUST - SPDR(R) S&P Bank ETF
|
|
|
|
|
|
MDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - Multi-Asset Diversified Income Index Fund
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
James Investment Research Inc
|
|
|
|
|
|
Citizens Financial Group Inc/ri
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y
|
|
|
|
|
|
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A
|
|
|
|
|
|
XML Financial, LLC
|
|
|
|
|
|
Aster Capital Management (DIFC) Ltd
|
|
|
|
|
|
WealthTrak Capital Management LLC
|
|
|
|
|
|
Vontobel Holding Ltd.
|
|
|
|
|
|
Retirement Systems of Alabama
|
|
|
|
|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
Home Federal Bank Of Tennessee
|
|
|
|
|
|
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
|
|
|
|
|
|
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A
|
|
|
|
|
|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
|
|
|
|
|
Everence Capital Management Inc
|
|
|
|
|
|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
|
|
|
|
Truvestments Capital Llc
|
|
|
|
|
|
Flagship Harbor Advisors, Llc
|
|
|
|
|
|
SSMAX - Sei Institutional Investments Trust - Siit Small Mid Cap Equity Fund - Class A
|
|
|
|
|
|
Legacy Investment Solutions, LLC
|
|
|
|
|
|
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
|
|
|
|
|
|
Dogwood Wealth Management LLC
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
|
|
|
|
JOET - Virtus ETF Trust II - Virtus Terranova U.S. Quality Momentum ETF
|
|
|
|
|
|
Rafferty Asset Management, LLC
|
|
|
|
|
