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Crews Bank & Trust
|
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Union Bancaire Privee, UBP SA
|
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|
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
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|
Lingohr & Partner Asset Management GmbH
|
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|
Arvin Capital Management LP
|
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|
Lido Advisors, LLC
|
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|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
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|
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|
Captrust Financial Advisors
|
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|
Arizona State Retirement System
|
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|
Umb Bank N A/mo
|
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|
Public Employees Retirement Association Of Colorado
|
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|
Rakuten Securities, Inc.
|
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|
Twin Peaks Wealth Advisors, LLC
|
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|
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|
Charles Schwab Investment Management Inc
|
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|
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
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|
Aristotle Capital Boston, LLC
|
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ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
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|
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|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
|
|
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|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
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|
BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class
|
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Contravisory Investment Management, Inc.
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HHCAX - Highland Funds I - Highland Long/Short Healthcare Fund Class A
|
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HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
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MNDAX - MFS SERIES TRUST I - MFS New Discovery Fund A
|
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|
CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A
|
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|
Macquarie Group Ltd
|
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RUNN - Strategic Trust - RUNNING OAK EFFICIENT GROWTH ETF
|
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MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A
|
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SFSNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Small Company Index Fund Institutional Shares
|
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2
|
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|
Atlantic Trust, LLC
|
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Crestwood Advisors Group LLC
|
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SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
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Bellevue Asset Management, Llc
|
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ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
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Optimum Investment Advisors
|
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ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF
|
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ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
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Maryland Capital Advisors Inc.
|
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MAADX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Dynamic Value Portfolio Class IS
|
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Swiss National Bank
|
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Neuberger Berman Group LLC
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Sandy Spring Bank
|
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Picton Mahoney Asset Management
|
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VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
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SMCIX - SHELTON FUNDS - S&P SmallCap Index Fund Direct Shares
|
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Mutual Of America Capital Management Llc
|
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PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund
|
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SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
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VVOAX - Aim Sector Funds (invesco Sector Funds) - Invesco Value Opportunities Fund Class A
|
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TD Capital Management LLC
|
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CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
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Grove Bank & Trust
|
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MFCPX - M FUND INC - M Capital Appreciation Fund
|
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Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
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Janney Montgomery Scott LLC
|
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CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
|
|
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|
|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
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|
NSCAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Small-Cap Value Fund - Class A
|
|
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|
Financial Management Professionals, Inc.
|
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|
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF
|
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|
Syon Capital Llc
|
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Bessemer Group Inc
|
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Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
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|
TD Waterhouse Canada Inc.
|
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ORG Partners LLC
|
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Hahn Capital Management Llc
|
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LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
|
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|
Brown Advisory Inc
|
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|
JADMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV
|
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|
Plante Moran Financial Advisors, LLC
|
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|
Assetmark, Inc
|
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|
STRV - EA Series Trust - Strive 500 ETF
|
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|
Pacer Advisors, Inc.
|
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|
Ensign Peak Advisors, Inc
|
|
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|
National Pension Service
|
|
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|
PSCI - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Industrials ETF
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
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|
Alliancebernstein L.p.
|
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|
Creative Planning
|
|
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|
Manufacturers Life Insurance Company, The
|
|
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|
ROFCX - ROYCE FUND - Royce Opportunity Fund Consultant Class
|
|
|
|
|
|
MLVAX - MFS SERIES TRUST I - MFS Low Volatility Equity Fund A
|
|
|
|
|
|
Winton Capital Group Ltd
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
MXISX - GREAT-WEST FUNDS INC - Great-West S&P Small Cap 600 Index Fund Investor Class
|
|
|
|
|
|
TRMNX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Mid-Cap Index Fund
|
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
|
|
|
Marex Group plc
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
FIDU - FIDELITY COVINGTON TRUST - Fidelity MSCI Industrials Index ETF
|
|
|
|
|
|
Thompson Siegel & Walmsley Llc
|
|
|
|
|
|
Williams Jones Wealth Management, LLC.
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
|
High Note Wealth, LLC
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
KRMA - Global X Funds - Global X Conscious Companies ETF
|
|
|
|
|
|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
FMDE - FIDELITY COVINGTON TRUST - Fidelity Enhanced Mid Cap ETF
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
Oak Thistle LLC
|
|
|
|
|
|
Loews Corp
|
|
|
|
|
|
Brown, Lisle/cummings, Inc.
|
|
|
|
|
|
MXLSX - GREAT-WEST FUNDS INC - Great-West Loomis Sayles Small Cap Value Fund Investor Class
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A
|
|
|
|
|
|
FDSCX - FIDELITY CAPITAL TRUST - Fidelity Stock Selector Small Cap Fund
|
|
|
|
|
|
Worldquant Millennium Advisors Llc
|
|
|
|
|
|
VCGAX - VALIC Co I - Growth & Income Fund
|
|
|
|
|
|
DISSX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon Smallcap Stock Index Fund Investor Shares
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N
|
|
|
|
|
|
SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
|
|
|
|
|
|
Dynamic Wealth Strategies, LLC
|
|
|
|
|
|
NSMAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Small/Mid-Cap Value Fund Class A
|
|
|
|
|
|
Intrinsic Value Partners, LLC
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
CAPOX - Unified Series Trust - Absolute Capital Opportunities Fund Institutional Shares
|
|
|
|
|
|
Freestone Grove Partners LP
|
|
|
|
|
|
Lipe & Dalton
|
|
|
|
|
|
VSCAX - Aim Sector Funds (invesco Sector Funds) - Invesco Small Cap Value Fund Class A
|
|
|
|
|
|
Eastern Bank
|
|
|
|
|
|
ISCV - iSHARES TRUST - iShares Morningstar Small-Cap Value ETF
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust/Dow Jones Dividend & Income Allocation Portfolio Class I
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
American National Bank
|
|
|
|
|
|
Neville Rodie & Shaw Inc
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
ExodusPoint Capital Management, LP
|
|
|
|
|
|
Discovery Capital Management, Llc / Ct
|
|
|
|
|
|
AAUTX - THRIVENT MUTUAL FUNDS - Thrivent Large Cap Value Fund Class A
|
|
|
|
|
|
Wood Tarver Financial Group, LLC
|
|
|
|
|
|
IJR - iSHARES TRUST - iShares Core S&P Small-Cap ETF
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
FIL Ltd
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - SMALL CAPITALIZATION STOCK PORTFOLIO Class I
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
Colonial Trust Advisors
|
|
|
|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
STXK - EA Series Trust - Strive Small-Cap ETF
|
|
|
|
|
|
First Command Advisory Services, Inc.
|
|
|
|
|
|
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
PSCNX - PENN Capital Funds Trust - Penn Capital Special Situations Small Cap Equity Fund Institutional Class
|
|
|
|
|
|
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
|
|
|
|
|
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio
|
|
|
|
|
|
NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares
|
|
|
|
|
|
Marco Investment Management Llc
|
|
|
|
|
|
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF
|
|
|
|
|
|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
|
|
|
SEQUX - Sequoia Fund Inc - Sequoia Fund Inc
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Industrials Sector Fund (A)
|
|
|
|
|
|
Cacti Asset Management Llc
|
|
|
|
|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
|
|
|
|
SMLF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Small-Cap ETF
|
|
|
|
|
|
Cahaba Wealth Management, Inc.
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A
|
|
|
|
|
|
Davidson Kempner Capital Management Lp
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
Chung Wu Investment Group, LLC
|
|
|
|
|
|
Catalyst Capital Advisors LLC
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
VEVFX - VANGUARD SCOTTSDALE FUNDS - Vanguard Explorer Value Fund Investor Shares
|
|
|
|
|
|
Caitong International Asset Management Co., Ltd
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
IMA Wealth, Inc.
|
|
|
|
|
|
LGLV - SPDR SERIES TRUST - SPDR SSGA US Large Cap Low Volatility Index ETF
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund
|
|
|
|
|
|
Country Club Bank /gfn
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
EntryPoint Capital, LLC
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
Avenir Corp
|
|
|
|
|
|
MSSCX - AMG Funds I - AMG Frontier Small Cap Growth Fund Class I
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
Asset Planning,Inc
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
|
|
|
|
|
Kozak & Associates, Inc.
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Janus Henderson Venture Portfolio
|
|
|
|
|
|
CRSSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS SMALL-CAP FUND Institutional Shares
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
Whalen Wealth Management Inc.
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Mid Cap Value VP Initial
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
Mendota Financial Group, LLC
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
FDVLX - FIDELITY CAPITAL TRUST - Fidelity Value Fund
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
FSOPX - FIDELITY SECURITIES FUND - Fidelity Series Small Cap Opportunities Fund
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
BankPlus Trust Department
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
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|
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
BlackRock Funds IV - BlackRock Global Long/Short Credit Fund Investor A Shares
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
|
|
|
ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
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|
|
|
Riggs Asset Managment Co. Inc.
|
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|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
LCCAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Contrarian Core Fund Class A
|
|
|
|
|
|
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF
|
|
|
|
|
|
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a)
|
|
|
|
|
|
DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
KGGAX - Advisors' Inner Circle Fund II - KOPERNIK GLOBAL ALL-CAP FUND CLASS A SHARES
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
|
|
|
|
|
ACVF - ETF Opportunities Trust - American Conservative Values ETF
|
|
|
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|
|
Clear Harbor Asset Management, LLC
|
|
|
|
|
|
IYJ - iSHARES TRUST - iShares U.S. Industrials ETF
|
|
|
|
|
|
Oppenheimer Asset Management Inc.
|
|
|
|
|
|
Deseret Mutual Benefit Administrators
|
|
|
|
|
|
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
|
|
|
|
|
|
Orion Capital Management LLC
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
NEAGX - NEEDHAM FUNDS INC - Needham Aggressive Growth Fund Retail Class
|
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|
|
|
Wsfs Capital Management, Llc
|
|
|
|
|
|
Voss Capital, LLC
|
|
|
|
|
|
Y-Intercept (Hong Kong) Ltd
|
|
|
|
|
|
LEAD - Siren ETF Trust - Siren DIVCON Leaders Dividend ETF
|
|
|
|
|
|
NATO - Themes ETF Trust - Themes Transatlantic Defense ETF
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
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|
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund
|
|
|
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|
Aqr Capital Management Llc
|
|
|
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|
|
Invesco Ltd.
|
|
|
|
|
|
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
|
|
|
|
|
|
WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF
|
|
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|
|
XTX Topco Ltd
|
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|
|
Jane Street Group, Llc
|
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|
Principal Financial Group Inc
|
|
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|
Thrivent Financial For Lutherans
|
|
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|
|
EIVPX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Volatility Risk Premium - Defensive Fund Institutional Class
|
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|
Marshall Wace, Llp
|
|
|
|
|
|
SCHA - SCHWAB STRATEGIC TRUST - Schwab U.S. Small-Cap ETF
|
|
|
|
|
|
CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF
|
|
|
|
|
|
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
OASC - UNIFIED SERIES TRUST - OneAscent Small Cap Core ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND - Value Portfolio Initial Class
|
|
|
|
|
|
FDLO - FIDELITY COVINGTON TRUST - Fidelity Low Volatility Factor ETF
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares
|
|
|
|
|
|
Profunds - Profund Vp Small-cap Value
|
|
|
|
|
|
State of Wyoming
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
Sfmg, Llc
|
|
|
|
|
|
First Manhattan Co
|
|
|
|
|
|
Quarry LP
|
|
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|
|
|
SRHQ - Elevation Series Trust - SRH U.S. Quality ETF
|
|
|
|
|
|
PPA - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Aerospace & Defense ETF
|
|
|
|
|
|
Capital Fund Management S.a.
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
Virtus ETF Advisers LLC
|
|
|
|
|
|
Humankind Benefit Corp - Humankind US Stock ETF
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
Old Second National Bank Of Aurora
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
Laurel Wealth Advisors LLC
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
Ruane, Cunniff & Goldfarb L.P.
|
|
|
|
|
|
VINAX - VANGUARD WORLD FUND - Vanguard Industrials Index Fund Admiral Shares
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
UXI - PROSHARES TRUST - ProShares Ultra Industrials
|
|
|
|
|
|
Texas Capital Funds Trust - Texas Capital Texas Equity Index ETF
|
|
|
|
|
|
VPCCX - VANGUARD FENWAY FUNDS - Vanguard PRIMECAP Core Fund Investor Shares
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
Board of the Pension Protection Fund
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
KSMVX - Keeley Funds, Inc. - Keeley Small-Mid Cap Value Fund Class A
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
BMSFX - MFS SERIES TRUST X - MFS Blended Research Mid Cap Equity Fund A
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
TAX - EA Series Trust - Cambria Tax Aware ETF
|
|
|
|
|
|
Two Sigma Investments, Lp
|
|
|
|
|
|
SBRAX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill All Cap Fund Retail Class
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
|
|
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
|
|
|
|
|
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A
|
|
|
|
|
|
Winch Advisory Services, LLC
|
|
|
|
|
|
BKSE - BNY Mellon ETF Trust - BNY Mellon US Small Cap Core Equity ETF
|
|
|
|
|
|
CBLAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Balanced Fund Class A
|
|
|
|
|
|
Glen Eagle Advisors, LLC
|
|
|
|
|
|
Engine Capital Management, LP
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
|
|
|
Sandia Investment Management LP
|
|
|
|
|
|
Creekmur Asset Management LLC
|
|
|
|
|
|
North Growth Management Ltd.
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
Centerpoint Advisors, LLC
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
Y.D. More Investments Ltd
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
|
|
|
|
HLAL - Listed Funds Trust - Wahed FTSE USA Shariah ETF
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
Tower Bridge Advisors
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
POGRX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Growth Fund
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
Crewe Advisors LLC
|
|
|
|
|
|
EQTY - VALUED ADVISERS TRUST - Kovitz Core Equity ETF
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
|
BIGTX - Monteagle Funds - The Texas Fund Class I
|
|
|
|
|
|
Sit Investment Associates Inc
|
|
|
|
|
|
BlackRock Funds III - BlackRock Diversified Fixed Income Fund Institutional Shares
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
Ramirez Asset Management, Inc.
|
|
|
|
|
|
VISVX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Value Index Fund Investor Shares
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
Gamco Investors, Inc. Et Al
|
|
|
|
|
|
Diametric Capital, LP
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
|
BRUDX - MFS SERIES TRUST X - MFS Blended Research Value Equity Fund A
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
Sig Brokerage, Lp
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. American Value Fund Series I
|
|
|
|
|
|
Bdf-gestion
|
|
|
|
|
|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
Grizzlyrock Capital, Llc
|
|
|
|
|
|
Versor Investments LP
|
|
|
|
|
|
Pinnacle Bancorp, Inc.
|
|
|
|
|
|
BlackRock Capital Allocation Trust
|
|
|
|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
|
|
|
|
SWAN Capital LLC
|
|
|
|
|
|
Weiss Asset Management LP
|
|
|
|
|
|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
|
|
|
|
|
Brighthouse Funds Trust II - Loomis Sayles Small Cap Core Portfolio Class A
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
PTL - Northern Lights Fund Trust IV - Inspire 500 ETF
|
|
|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
Keeley-Teton Advisors, LLC
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Kopernik Global Investors, LLC
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
American Trust Investment Advisors, LLC
|
|
|
|
|
|
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
FAVFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Fund Class A
|
|
|
|
|
|
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
|
|
|
|
|
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
Iron Horse Wealth Management, LLC
|
|
|
|
|
|
Ransom Advisory, Ltd
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
|
|
|
|
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
Harbor Capital Advisors, Inc.
|
|
|
|
|
|
Intact Investment Management Inc.
|
|
|
|
|
|
FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund
|
|
|
|
|
|
Brightline Capital Management, Llc
|
|
|
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
Global Wealth Strategies & Associates
|
|
|
|
|
|
Modera Wealth Management, LLC
|
|
|
|
|
|
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
Gabelli Funds Llc
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
American Securities Llc
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Small/Mid Cap Value VP Initial
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
RMG Wealth Management LLC
|
|
|
|
|
|
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A
|
|
|
|
|
|
MCVAX - TRANSAMERICA FUNDS - Transamerica Mid Cap Value Opportunities A
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
Red Tortoise LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio
|
|
|
|
|
|
ITAN - Alpha Architect ETF Trust - Sparkline Intangible Value ETF
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
SAA - PROSHARES TRUST - ProShares Ultra SmallCap600
|
|
|
|
|
|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
|
|
|
|
MADE - iSHARES TRUST - iShares U.S. Manufacturing ETF
|
|
|
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|
Symphony Financial, Ltd. Co.
|
|
|
|
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|
MFADX - Total Fund Solution - Cromwell Marketfield L/S Fund Investor Class
|
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|
STXV - EA Series Trust - Strive 1000 Value ETF
|
|
|
|
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|
Hudson Value Partners, LLC
|
|
|
|
|
|
FEAC - FIDELITY COVINGTON TRUST - Fidelity Enhanced U.S. All-Cap Equity ETF
|
|
|
|
|
|
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
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|
|
|
IJS - iSHARES TRUST - iShares S&P Small-Cap 600 Value ETF
|
|
|
|
|
|
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF
|
|
|
|
|
|
LOWV - AB Active ETFs, Inc. - AB US Low Volatility Equity ETF
|
|
|
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|
Sterling Capital Management LLC
|
|
|
|
|
|
Loomis Sayles & Co L P
|
|
|
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|
Caption Management, LLC
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
Toth Financial Advisory Corp
|
|
|
|
|
|
CVA Family Office, LLC
|
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|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
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|
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|
Atlas Capital Advisors Llc
|
|
|
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|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
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|
|
|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
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|
West Oak Capital, LLC
|
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|
ALPS ETF Trust - ALPS Electrification Infrastructure ETF
|
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|
Texas Permanent School Fund
|
|
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|
1620 Investment Advisors, Inc.
|
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|
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3
|
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|
AWH Capital, L.P.
|
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|
Cetera Trust Company, N.A
|
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JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
|
|
|
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|
Wolverine Asset Management Llc
|
|
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FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Equity Index Fund Class
|
|
|
|
|
|
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
|
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|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
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|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
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|
|
|
DDIAX - Delaware Group Equity Funds V - Delaware Wealth Builder Fund Class A
|
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|
BBMC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF
|
|
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|
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
|
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FNDA - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Small Company Index ETF
|
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|
Mraz, Amerine & Associates, Inc.
|
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|
Scarborough Advisors, LLC
|
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|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
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SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
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|
Silvercrest Asset Management Group Llc
|
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|
Hyperion Capital Advisors LP
|
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Nomura Holdings Inc
|
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|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
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Natixis Advisors, L.p.
|
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Wells Fargo & Company/mn
|
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Cantor Fitzgerald, L. P.
|
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Truist Financial Corp
|
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Yousif Capital Management, Llc
|
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THRIVENT SERIES FUND INC - Thrivent Small Cap Index Portfolio Class A
|
|
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|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
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|
Minot DeBlois Advisors LLC
|
|
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|
Ofi Invest Asset Management
|
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NUKZ - EXCHANGE TRADED CONCEPTS TRUST - Range Nuclear Renaissance Index ETF
|
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|
Shell Asset Management Co
|
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|
Rock Creek Group, LP
|
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|
Telos Capital Management, Inc.
|
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Barclays Plc
|
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|
First Bank & Trust
|
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|
State Board Of Administration Of Florida Retirement System
|
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|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
Parvin Asset Management, LLC
|
|
|
|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
|
|
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|
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares
|
|
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|
|
Jones Financial Companies Lllp
|
|
|
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|
|
JNL SERIES TRUST - JNL Small Cap Index Fund (I)
|
|
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|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund
|
|
|
|
|
|
BOK Financial Private Wealth, Inc.
|
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|
|
|
|
NewSquare Capital LLC
|
|
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|
|
|
Bruce G. Allen Investments, LLC
|
|
|
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|
Alpine Global Management, LLC
|
|
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|
|
NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
DT Investment Partners, LLC
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
Godsey & Gibb Associates
|
|
|
|
|
|
VIOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Value Index Fund ETF Shares
|
|
|
|
|
|
ECLN - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust EIP Carbon Impact ETF
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
VIOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Index Fund ETF Shares
|
|
|
|
|
|
Gen-Wealth Partners Inc
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
|
|
|
|
|
FSMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value Fund
|
|
|
|
|
|
NBCR - Neuberger Berman ETF Trust - Neuberger Berman Core Equity ETF
|
|
|
|
|
|
Clifford Swan Investment Counsel Llc
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
Penn Capital Management Co Inc
|
|
|
|
|
|
SCHM - SCHWAB STRATEGIC TRUST - Schwab U.S. Mid-Cap ETF
|
|
|
|
|
|
USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund
|
|
|
|
|
|
PAVE - Global X Funds - Global X U.S. Infrastructure Development ETF
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
BPGIX - RBB FUND, INC. - Boston Partners Global Equity Fund Institutional Class
|
|
|
|
|
|
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
SPSM - SPDR SERIES TRUST - SPDR(R) Portfolio Small Cap ETF
|
|
|
|
|
|
PSSMX - PRINCIPAL FUNDS, INC. - SmallCap S&P 600 Index Fund R-3
|
|
|
|
|
|
Moore Capital Management, Lp
|
|
|
|
|
|
Onefund, Llc
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
|
|
|
|
|
AATIX - ANCORA TRUST - Ancora/Thelen Small-Mid Cap Class I
|
|
|
|
|
|
URTH - iShares, Inc. - iShares MSCI World ETF
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares
|
|
|
|
|
|
Algert Global Llc
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
STXD - EA Series Trust - Strive 1000 Dividend Growth ETF
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
LSSCX - LOOMIS SAYLES FUNDS I - Loomis Sayles Small Cap Value Fund Institutional Class
|
|
|
|
|
|
Morton Brown Family Wealth, LLC
|
|
|
|
|
|
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I
|
|
|
|
|
|
CenterBook Partners LP
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
RUSC - Russell Investments Exchange Traded Funds - U.S. Small Cap Equity Active ETF
|
|
|
|
|
|
Beacon Capital Management, LLC
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
Oakworth Capital, Inc.
|
|
|
|
|
|
Hikari Tsushin, Inc.
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
Missouri Trust & Investment Co
|
|
|
|
|
|
BlackRock Strategic Global Bond Fund, Inc. - BlackRock Strategic Global Bond Fund, Inc. Investor A
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A
|
|
|
|
|
|
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
|
|
|
|
|
SMCO - Tidal Trust II - Hilton Small-MidCap Opportunity ETF
|
|
|
|
|
|
SMDX - Tidal Trust III - Intech S&P Small-Mid Cap Diversified Alpha ETF
|
|
|
|
|
|
Washington Trust Advisors, Inc.
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
Entropy Technologies, LP
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
Badgley Phelps Wealth Managers, LLC
|
|
|
|
|
|
Dfa Investment Trust Co - The U.s. Large Cap Value Series
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
DDVAX - Delaware Group Equity Funds Ii - Delaware Value Fund Class A
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
Leavell Investment Management, Inc.
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
|
|
|
|
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
Kodai Capital Management LP
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
Hanson & Doremus Investment Management
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
Arosa Capital Management LP
|
|
|
|
|
|
Aberdeen Wealth Management LLC
|
|
|
|
|
|
Korea Investment CORP
|
|
|
|
|
|
POAGX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Aggressive Growth Fund
|
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
IIVAX - TRANSAMERICA FUNDS - Transamerica Small/Mid Cap Value A
|
|
|
|
|
|
Security National Bank Of Sioux City Iowa /ia/
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
NOLVX - Northern Funds - Northern Large Cap Value Fund
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
South Plains Financial, Inc.
|
|
|
|
|
|
POSKX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Stock Fund
|
|
|
|
|
|
New Millennium Group LLC
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
VBCVX - VALIC Co I - Systematic Value Fund
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
NBNGX - Sit Mid Cap Growth Fund Inc - Sit Mid Cap Growth Fund Inc
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
BIGRX - American Century Quantitative Equity Funds, Inc. - Income & Growth Fund Investor Class
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
Public Sector Pension Investment Board
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
Point72 Asia (Singapore) Pte. Ltd.
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
|
|
|
|
|
HWAY - Themes ETF Trust - Themes US Infrastructure ETF
|
|
|
|
|
|
CSM Advisors, LLC
|
|
|
|
|
|
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund
|
|
|
|
|
|
VHCOX - VANGUARD HORIZON FUNDS - Vanguard Capital Opportunity Fund Investor Shares
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
|
|
McIlrath & Eck, LLC
|
|
|
|
|
|
RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
|
|
|
|
QVMS - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 QVM Multi-factor ETF
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
Mesirow Financial Investment Management, Inc.
|
|
|
|
|
|
Costello Asset Management, INC
|
|
|
|
|
|
Nbt Bank N A /ny
|
|
|
|
|
|
Everett Harris & Co /ca/
|
|
|
|
|
|
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
PALCX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Allocation Fund Class C
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio
|
|
|
|
|
|
CSD - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P Spin-Off ETF
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 600 Stock Portfolio
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CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
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FNY Investment Advisers, LLC
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SMMD - iSHARES TRUST - iShares Russell 2500 ETF
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Archer Investment Corp
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IMC-Chicago, LLC
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THRIVENT SERIES FUND INC - Thrivent Large Cap Value Portfolio Class A
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
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Teacher Retirement System Of Texas
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RBB FUND, INC. - Adara Smaller Companies Fund
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Thurston, Springer, Miller, Herd & Titak, Inc.
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GTAPX - GLENMEDE FUND INC - Quantitative U.S. Long/Short Equity Portfolio
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Versant Capital Management, Inc
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Peak Asset Management, LLC
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
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SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
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EIPIX - EIP INVESTMENT TRUST - EIP Growth and Income Fund Class I
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SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
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THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
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Coastal Bridge Advisors, LLC
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RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
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Frontier Capital Management Co Llc
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Hilltop National Bank
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LZUOX - LAZARD FUNDS INC - Lazard US Equity Focus Portfolio Open Shares
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John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
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Soviero Asset Management, LP
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NMSAX - COLUMBIA FUNDS SERIES TRUST - Columbia Small Cap Index Fund Class A
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Security National Bank Of So Dak
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Canada Pension Plan Investment Board
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ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF
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Iat Reinsurance Co Ltd.
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DAACX - Adviser Managed Trust - Diversified Equity Fund
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BRYN MAWR TRUST Co
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ARABX - Aristotle Funds Series Trust - Aristotle Small Cap Equity Fund II Class A
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Treasurer of the State of North Carolina
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CSM - PROSHARES TRUST - ProShares Large Cap Core Plus
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WPG Advisers, LLC
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Mirae Asset Global Investments Co., Ltd.
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Hemington Wealth Management
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Amalgamated Bank
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Axq Capital, Lp
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Ci Investments Inc.
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VTMSX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Small-Cap Fund Admiral Shares
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Point72 Asset Management, L.P.
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Mv Capital Management, Inc.
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BLACKROCK BOND FUND, INC. - BlackRock Total Return Fund Investor A
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TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
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BNY MELLON INVESTMENT PORTFOLIOS - Small Cap Stock Index Portfolio - Service Shares
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Disciplined Core Value Fund Service Class
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QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
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683 Capital Management, LLC
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VOLMX - VOLUMETRIC FUND INC - Volumetric Fund
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RFG Advisory, LLC
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Brighthouse Funds Trust II - BlackRock Bond Income Portfolio Class A
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FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
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Hm Payson & Co
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Aristeia Capital Llc
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QWVOX - CLEARWATER INVESTMENT TRUST - Clearwater Small Companies Fund
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Granite Investment Partners, LLC
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DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
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AdvisorNet Financial, Inc
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Group One Trading, L.p.
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Quadrant Capital Group Llc
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AXMNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Mid Cap Multi-Style Fund Acclivity Mid Cap Multi-Style N Shares
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Bank of Jackson Hole Trust
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Smithfield Trust Co
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Geneos Wealth Management Inc.
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DFND - Siren ETF Trust - Siren DIVCON Dividend Defender ETF
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IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
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SOA Wealth Advisors, LLC.
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Van Eck Associates Corp
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Wesbanco Bank Inc
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Atlantic Union Bankshares Corp
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Park Place Capital Corp
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AIHHX - Aristotle Funds Series Trust - Aristotle Small/Mid Cap Equity Fund Class I-2
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Illinois Municipal Retirement Fund
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Rossby Financial, LCC
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Evolution Advisers, Inc.
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GVMCX - WILLIAMSBURG INVESTMENT TRUST - Government Street Mid-Cap Fund
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Norges Bank
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TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
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PRFZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1500 Small-Mid ETF
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SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund
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Exchange Traded Concepts, Llc
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Primecap Management Co/ca/
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RWJ - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 Revenue ETF
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GVLU - Tidal ETF Trust - Gotham 1000 Value ETF
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First Financial Corp /in/
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DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
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Phoenix Holdings Ltd.
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Kentucky Retirement Systems
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California Public Employees Retirement System
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Logan Capital Management Inc
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Lathrop Investment Management Corp
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BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF
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State of Alaska, Department of Revenue
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Financial Gravity Companies, Inc.
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Cetera Investment Advisers
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Shufro Rose & Co Llc
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MAI Capital Management
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MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
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Private Wealth Management Group, LLC
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SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
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FCMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value K6 Fund
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BW Gestao de Investimentos Ltda.
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Atlantic Edge Private Wealth Management, LLC
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Cwm, Llc
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Team Financial Group, LLC
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SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio
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Highland Capital Management Fund Advisors, L.p.
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Private Wealth Asset Management, LLC
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Union Savings Bank
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Whipplewood Advisors, LLC
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Cerity Partners LLC
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Louisbourg Investments Inc.
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AVMC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Equity ETF
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CoreCap Advisors, LLC
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Bank Of Montreal /can/
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Verition Fund Management LLC
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Advisor Group Holdings, Inc.
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Paragon Capital Management LLC
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California State Teachers Retirement System
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HAPI - Harbor ETF Trust - Harbor Corporate Culture ETF
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SLYV - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Value ETF
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Perkins Coie Trust Co
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Evermay Wealth Management Llc
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FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
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Tower Research Capital LLC (TRC)
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Sentry Investment Management Llc
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VSTIX - VALIC Co I - Stock Index Fund
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IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV
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Sofos Investments, Inc.
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Murphy & Mullick Capital Management Corp
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BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A
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BlackRock Variable Series Funds II, Inc. - BlackRock Total Return V.I. Fund Class I
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BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio
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SVPIX - Profunds - Small-cap Value Profund Investor Class
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SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
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WTMVX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Global Large Cap Fund -Retail Class
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Dunhill Financial, LLC
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State of New Jersey Common Pension Fund D
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NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
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SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund
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Bank of New York Mellon Corp
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Guggenheim Strategic Opportunities Fund
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Federation des caisses Desjardins du Quebec
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State of Tennessee, Treasury Department
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UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
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EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB
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Rialto Wealth Management, LLC
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TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
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Roxbury Financial LLC
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WPGHX - RBB FUND, INC. - WPG Partners Select Hedged Fund Institutional
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Kovitz Investment Group Partners, LLC
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Proficio Capital Partners LLC
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Larson Financial Group LLC
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Fortress Investment Group LLC
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Millennium Management Llc
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BlackRock, Inc.
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Northern Trust Corp
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RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A
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JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A)
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STXG - EA Series Trust - Strive 1000 Growth ETF
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KBC Group NV
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NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
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Sei Investments Co
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Royce & Associates Lp
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N.E.W. Advisory Services LLC
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DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I
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